Civic Intelligence

Sam Simon Charitable Giving Foundation Inc.

990PF • Fiscal year 2017 • EIN 46-5575133

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization Profile
3011 Townsgate Road Suite 400Westlake Village, CA 91361

(805) 374-8555

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

10th percentile

$50,000

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

99th percentile

679%

Faster asset growth than 99% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1198%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$182,173,484

Up $158,795,509 (+679%) from 2016

Net Assets

Up

$182,129,777

Up $158,810,337 (+681%) from 2016

Liabilities

Down

$43,707

Down $14,828 (-25%) from 2016

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin99th percentile

Revenue

Up

$163,798,426

Up $151,183,662 (+1198%) from 2016

Expenses

Up

$5,678,033

Up $3,434,408 (+153%) from 2016

Net Income

Up

$158,120,393

Up $147,749,254 (+1425%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $13,002,786Liabilities 2015: $18,100Net Assets 2015: $12,984,6862015Assets 2016: $23,377,975Liabilities 2016: $58,535Net Assets 2016: $23,319,4402016Assets 2017: $182,173,484Liabilities 2017: $43,707Net Assets 2017: $182,129,7772017Assets 2018: $176,182,410Liabilities 2018: $740Net Assets 2018: $176,181,6702018Assets 2019: $192,132,561Liabilities 2019: $21,685Net Assets 2019: $192,110,8762019Assets 2020: $260,206,954Liabilities 2020: $24,849Net Assets 2020: $260,182,1052020Assets 2021: $290,692,369Liabilities 2021: $49,468Net Assets 2021: $290,642,9012021Assets 2022: $273,015,487Liabilities 2022: $21,070Net Assets 2022: $272,994,4172022Assets 2023: $275,982,407Liabilities 2023: $32,090Net Assets 2023: $275,950,3172023Assets 2024: $283,825,039Liabilities 2024: $110,604Net Assets 2024: $283,714,4352024

Highlighted filing

2017

Assets$182,173,484
Liabilities$43,707
Net Assets$182,129,777
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0-$50MRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $13,105,583Expenses 2015: $120,897Net Income 2015: $12,984,6862015Revenue 2016: $12,614,764Expenses 2016: $2,243,625Net Income 2016: $10,371,1392016Revenue 2017: $163,798,426Expenses 2017: $5,678,033Net Income 2017: $158,120,3932017Revenue 2018: $2,103,167Expenses 2018: $5,591,717Net Income 2018: -$3,488,5502018Revenue 2019: $2,338,674Expenses 2019: $5,268,458Net Income 2019: -$2,929,7842019Revenue 2020: $2,389,385Expenses 2020: $6,394,231Net Income 2020: -$4,004,8462020Revenue 2021: $22,102,899Expenses 2021: $10,754,177Net Income 2021: $11,348,7222021Revenue 2022: $32,260,266Expenses 2022: $17,420,163Net Income 2022: $14,840,1032022Revenue 2023: $22,498,976Expenses 2023: $11,722,786Net Income 2023: $10,776,1902023Revenue 2024: $23,410,957Expenses 2024: $18,805,833Net Income 2024: $4,605,1242024

Highlighted filing

2017

Revenue$163,798,426
Expenses$5,678,033
Net Income$158,120,393
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE MILLERPresident/DirectorPT$50,000-$50,000
ROBIN PAULESecretary/Director-$0--
STEPHANIE WILKINSONTreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Sam Simon Charitable Giving Foundation Inc
EIN
46-5575133
In Care Of
% HOLTHOUSE CARLIN & VAN TRIG
Phone
8053748555
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Julie Miller
Title
President
Phone
4242087700
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
Phone
8053748555
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ELECTION TO AMORTIZE BOND PREMIUM
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SAM SIMON CHARITABLE GIVING FOUNDATION, INC. HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A).
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72016454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2125,000 SHS CARDINAL HEALTH, INC 2.616%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WASH SALE DISALLOWED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6WASH SALE DISALLOWED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7149,588.55 SHS INTERMEDIATE BOND FUND OF AMERICA CL3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0873048
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0158120393
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0689944
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0182129777
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt023319440
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0182129777
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01938825
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01938825
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01938825
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01952596
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013771
IRS990PF/DistributableAmountGrp/TotalTaxAmt013771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt034048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt027819
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt034048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt047819
IRS990PF/FMVAssetsEOYAmt0182173484
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt058535
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt043707
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01981560
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01639997
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01639997
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt022824016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt022824016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07543409
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0128901850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0128901850
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt077665
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt05444
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt028000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt077665
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt077665
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt022556
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt022556
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0300400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02763157
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02763157
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013552572
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0956067
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0956067
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt034
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024988176
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024988176
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt023377975
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0182173484
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0182173484
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt058535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt043707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt023377975
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0182173484
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt023319440
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0182129777
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt023319440
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0182129777
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039646617
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015049067
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024088417
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0594699
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0509133
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01952596
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt039051918
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039646617
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ROCKEFELLER PHILANTHROPY ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1CAPITAL GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt067900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt154274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTING SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt06 WEST 48TH STREET 10TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1333 S HOPE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd190071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIE MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBIN PAULE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHANIE WILKINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O HOLTHOUSE CARLIN VAN TRIGT LL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O HOLTHOUSE CARLIN VAN TRIGT LL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O HOLTHOUSE CARLIN VAN TRIGT LL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt011444 W Olympic Blvd 11th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt13011 TOWNSGATE ROAD SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt23011 TOWNSGATE ROAD SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WESTLAKE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WESTLAKE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191361
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291361
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03241856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03255627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02122125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0102797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.083014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.137663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.194393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt039051918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015415330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0528810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05539197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.332056
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05525426
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05539197
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt013771
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05539197
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,173,484
Liabilities
$43,707
Net assets
$182,129,777
Revenue
$163,798,426
Expenses
$5,678,033
Net income
$158,120,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$284$0.11$284$23.4$18.8$4.61
2023Detailed filing. Detailed filing data is available for this year.$276$0.03$276$22.5$11.7$10.8
2022Detailed filing. Detailed filing data is available for this year.$273$0.02$273$32.3$17.4$14.8
2021Detailed filing. Detailed filing data is available for this year.$291$0.05$291$22.1$10.8$11.3
2020Detailed filing. Detailed filing data is available for this year.$260$0.02$260$2.39$6.39$4.00
2019Detailed filing. Detailed filing data is available for this year.$192$0.02$192$2.34$5.27$2.93
2018Detailed filing. Detailed filing data is available for this year.$176$0.00$176$2.10$5.59$3.49
2017Detailed filing. Detailed filing data is available for this year.$182$0.04$182$164$5.68$158
2016Detailed filing. Detailed filing data is available for this year.$23.4$0.06$23.3$12.6$2.24$10.4
2015Detailed filing. Detailed filing data is available for this year.$13.0$0.02$13.0$13.1$0.12$13.0
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00