Civic Intelligence

The H Russell Smith Foundation

EIN 56-2283549 • Newport Beach, CA

Refreshing map…

4675 Macarthur Court Suite 540Newport Beach, CA 92660
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$85,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

38th percentile

0.9%

Faster asset growth than 38% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

480%

Faster revenue growth than 97% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,113,467

Up $111,678 (+0.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$12,113,467

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue20th percentileNet Margin58th percentile

Revenue

Up

$1,241,286

Up $1,027,259 (+480%) from 2023

Expenses

Up

$1,111,031

Up $548,212 (+97%) from 2023

Net Income

Up

$130,255

Up $479,047 (+137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $10,581,419Liabilities 2011: $02011Assets 2012: $10,230,723Liabilities 2012: $02012Assets 2013: $9,874,698Liabilities 2013: $02013Assets 2014: $14,562,831Liabilities 2014: $02014Assets 2015: $15,035,145Liabilities 2015: $02015Assets 2019: $11,895,669Liabilities 2019: $02019Assets 2020: $11,798,666Liabilities 2020: $0Net Assets 2020: $11,798,6662020Assets 2021: $12,652,666Liabilities 2021: $0Net Assets 2021: $12,652,6662021Assets 2022: $12,350,925Liabilities 2022: $12022Assets 2023: $12,001,789Liabilities 2023: $12023Assets 2024: $12,113,467Liabilities 2024: $0Net Assets 2024: $12,113,4672024

Highlighted filing

2024

Assets$12,113,467
Liabilities$0
Net Assets$12,113,467
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,557,983Expenses 2011: $1,002,905Net Income 2011: $555,0782011Revenue 2012: $1,005,110Expenses 2012: $1,317,119Net Income 2012: -$312,0092012Revenue 2013: $1,005,251Expenses 2013: $1,326,780Net Income 2013: -$321,5292013Revenue 2014: $1,203,074Expenses 2014: $1,222,367Net Income 2014: -$19,2932014Revenue 2015: $1,204,027Expenses 2015: $1,896,953Net Income 2015: -$692,9262015Revenue 2019: $242,036Expenses 2019: $754,604Net Income 2019: -$512,5682019Revenue 2020: $589,230Expenses 2020: $681,535Net Income 2020: -$92,3052020Revenue 2021: $1,510,650Expenses 2021: $680,884Net Income 2021: $829,7662021Revenue 2022: $403,262Expenses 2022: $676,714Net Income 2022: -$273,4522022Revenue 2023: $214,027Expenses 2023: $562,819Net Income 2023: -$348,7922023Revenue 2024: $1,241,286Expenses 2024: $1,111,031Net Income 2024: $130,2552024

Highlighted filing

2024

Revenue$1,241,286
Expenses$1,111,031
Net Income$130,255
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,113,467
Liabilities
$0
Net assets
$12,113,467
Revenue
$1,241,286
Expenses
$1,111,031
Net income
$130,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.24$1.11$0.13
2023Summary only. Only limited summary data is available for this year.$12.0$0.00$0.21$0.56$0.35
2022Summary only. Only limited summary data is available for this year.$12.4$0.00$0.40$0.68$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$1.51$0.68$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$0.59$0.68$0.09
2019Summary only. Only limited summary data is available for this year.$11.9$0.00$0.24$0.75$0.51
2015Summary only. Only limited summary data is available for this year.$15.0$0.00$1.20$1.90$0.69
2014Summary only. Only limited summary data is available for this year.$14.6$0.00$1.20$1.22$0.02
2013Summary only. Only limited summary data is available for this year.$9.87$0.00$1.01$1.33$0.32
2012Summary only. Only limited summary data is available for this year.$10.2$0.00$1.01$1.32$0.31
2011Summary only. Only limited summary data is available for this year.$10.6$0.00$1.56$1.00$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEWART R SMITHPres/Dir/CEO/TrePT$85,000-$85,000
ROBIN A FERRACONEDirector-$0--
LOGAN S SMITHDirector-$0--
MACKENZIE C TEYMOURIDirector-$0--
SHELLEY SKERBITZSecretaryPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPOMONA COLLEGEStewart Smith Interdisciplinary Global Engagement FundPCCLAREMONT, CA, US$800,000
Paid GrantAMERICAN BALLET THEATREGENERAL SUPPORTPCNEW YORK, NY, US$100,000
Paid GrantTHE HUNTINGTON LIBRARYSociety of FellowsPCSAN MARINO, CA, US$25,000
Paid GrantPOMONA COLLEGEGENERAL SUPPORTPCCLAREMONT, CA, US$25,000
Filing and Contact Details

Filer

Filer Name
The H Russell Smith Foundation
EIN
56-2283549
Phone
6267991182
Address
4675 MACARTHUR COURT SUITE 540, NEWPORT BEACH, CA 92660

Signing Officer

Name
Stewart R Smith
Title
President
Phone
6267991182
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Eugene Lewis & Associates
Address
44 E FOOTHILL BLVD 100, ARCADIA, CA 91006
Preparer
Wade E Stevens
Phone
6264629280
Raw XML AppendixShowing 400 of 497 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt016595
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt014935
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0632262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11371750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt240689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3321384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4935388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5369786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6630584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7635696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0723573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11181230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2156066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3479216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4911266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5502355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6578919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7582693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN EUROPACIFIC GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD INTERM-TERM TREASURY ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AVERY DENNISON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VULCAN VALUE PARTNERS INSTITUTIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PIMCO INCOME INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5GQG PARTNERS EMERGING MARKETS EQUITY INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ARTISAN GLOBAL VALUE ADV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7GQG PARTNERS GLOBAL QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0675000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1358087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2590000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3399642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4332064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5417193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6267913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7151528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8289497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9240000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10132769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11113617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12324107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13185192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14898883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt151276249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ROW DIVERSIFIED OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ONEPRIME SECONDARY FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2NYES LEDGE CAPITAL OFFSHORE FD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LEGACY VENTURES VIII, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LEGACY VENTURE X, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LEGACY VENTURE IX, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6LEGACY VENTURES V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7LEGACY VENTURES IV, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8HARBOR VEST ACCESS DOVER STREET X
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9THE WEATHERLOW OFFSHORE FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CENTANA GROWTH PARTNERS II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11LEGACY VENTURE XI, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12TWO SIGMA ACTIVE EXTENSION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13CA SECONDARIES AFF VEHICLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14TRINITY ST COMMINGLED EAFE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15WELLINGTON US RESEARCH EQUITY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0913063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1494401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21151575
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3927755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4395855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5715207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6347293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7228412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8448190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91353138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10167618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11119078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121227547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13230892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14877943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151407451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0193595
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01047333
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0335
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Partnership Income <loss>
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Misc. Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt023
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01241286
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01241286
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014935
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01660
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016595
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01047333
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt076500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt085000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0950000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0950000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0193595
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0193595
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0130255
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04565156
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01047333
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01171844
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0105
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0259
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt054741
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt054741
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04436
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01041589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt069442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01111031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01241286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01241286
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt091589
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069442
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0161031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03176776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1287893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt253154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0399889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1562107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt248038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-53154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt590445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0399889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1562107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt248038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-53154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt590445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03576665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt248038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt490445
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/PropertyDesc0Charles Schwab 1099 Realized Gain/Loss
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Gain on Distrib In excess of basis-Two Sigma (Partial Redemp)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Gain on Distrib In excess of basis-Sheridan Square
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Gain on Distrib In excess of basis-SPF III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Loss on Distrib In excess of basis-SPF IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01047333
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0130255
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt018577
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012132044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012001789
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012113467
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0771335
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0771335
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0771335
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0787624
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016289
IRS990PF/DistributableAmountGrp/TotalTaxAmt016289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt022099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt023388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt022099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016289
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038388
IRS990PF/FMVAssetsEOYAmt016644923
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt012652666
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012652666
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017077
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05710
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05710
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05850070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04937539
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05115318
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05475766
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06651741
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011005418
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-650877
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-539199
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0658876
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0518477
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0518477
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012001789
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012113467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016644923
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012001789
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012113467
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012001789
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012113467
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015992363
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0644209
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05773742
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0239885
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt09574412
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0787624
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015752478
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015992363
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt085000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEWART R SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBIN A FERRACONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LOGAN S SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MACKENZIE C TEYMOURI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SHELLEY SKERBITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Dir/CEO/Tre
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04675 MACARTHUR COURT SUITE 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14675 MACARTHUR COURT SUITE 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24675 MACARTHUR COURT SUITE 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34675 MACARTHUR COURT SUITE 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44675 MACARTHUR COURT SUITE 540
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01041589
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01041589
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEWART R SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04675 MACARTHUR COURT SUITE 540
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06267991182
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt01200000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Stewart Smith Interdisciplinary Global Engagement Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0POMONA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0340 N COLLEGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd091711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1800000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Stewart Smith Interdisciplinary Global Engagement Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Society of Fellows
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN BALLET THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1POMONA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE HUNTINGTON LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3POMONA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0890 BROADWAY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1340 N COLLEGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21151 OXFORD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3340 N COLLEGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN MARINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.