Civic Intelligence

Simon Foundation for Education And

990PF • Fiscal year 2017 • EIN 68-0524905

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization Profile
620 Newport Center Drive 12th FloorNewport Beach, CA 92660

(949) 720-1116

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$75,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

1st percentile

-90%

Faster asset growth than 1% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

28507%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$712,354

Down $6,585,889 (-90%) from 2016

Net Assets

Down

$712,354

Down $6,585,889 (-90%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin96th percentile

Revenue

Up

$35,380,315

Up $35,256,636 (+28507%) from 2016

Expenses

Down

$6,616,204

Down $79,670 (-1.2%) from 2016

Net Income

Up

$28,764,111

Up $35,336,306 (+538%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$40M$30M$20M$10M$0Assets 2011: $1,232,571Liabilities 2011: $02011Assets 2012: $1,487,323Liabilities 2012: $02012Assets 2013: $858,678Liabilities 2013: $02013Assets 2014: $1,389,692Liabilities 2014: $02014Assets 2015: $13,820,438Liabilities 2015: $02015Assets 2016: $7,298,243Liabilities 2016: $0Net Assets 2016: $7,298,2432016Assets 2017: $712,354Liabilities 2017: $0Net Assets 2017: $712,3542017Assets 2018: $33,386,572Liabilities 2018: $630,962Net Assets 2018: $32,755,6102018Assets 2019: $25,546,654Liabilities 2019: $447,206Net Assets 2019: $25,099,4482019Assets 2020: $23,967,220Liabilities 2020: $7,629,203Net Assets 2020: $16,338,0172020Assets 2021: $16,342,878Liabilities 2021: $6,962,549Net Assets 2021: $9,380,3292021Assets 2022: $7,421,820Liabilities 2022: $5,287,377Net Assets 2022: $2,134,4432022

Highlighted filing

2017

Assets$712,354
Liabilities$0
Net Assets$712,354
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

$40M$20M$0-$20MRevenue 2011: $1,566,456Expenses 2011: $3,340,861Net Income 2011: -$1,774,4052011Revenue 2012: $1,953,878Expenses 2012: $1,699,126Net Income 2012: $254,7522012Revenue 2013: $801,171Expenses 2013: $1,429,816Net Income 2013: -$628,6452013Revenue 2014: $1,930,393Expenses 2014: $1,399,379Net Income 2014: $531,0142014Revenue 2015: $13,676,966Expenses 2015: $1,247,839Net Income 2015: $12,429,1272015Revenue 2016: $123,679Expenses 2016: $6,695,874Net Income 2016: -$6,572,1952016Revenue 2017: $35,380,315Expenses 2017: $6,616,204Net Income 2017: $28,764,1112017Revenue 2018: $6,241,959Expenses 2018: $6,385,045Net Income 2018: -$143,0862018Revenue 2019: -$83,458Expenses 2019: $7,994,561Net Income 2019: -$8,078,0192019Revenue 2020: $5,555,331Expenses 2020: $13,827,804Net Income 2020: -$8,272,4732020Revenue 2021: -$1,308,916Expenses 2021: $8,371,951Net Income 2021: -$9,680,8672021Revenue 2022: $943,812Expenses 2022: $7,347,453Net Income 2022: -$6,403,6412022

Highlighted filing

2017

Revenue$35,380,315
Expenses$6,616,204
Net Income$28,764,111
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY SINGERChairmanPT$75,000-$75,000
KATHY SIMON ABELSTreasurerPT$0--
STEVEN H SIMONDirectorPT$0--
RONALD SIMONFounding DirectorPT$0--
JAMES B FREEDMANDirector-$0--
GILBERT E LEVASSEUR JRDirector-$0--
ALEX CALEBRESEDirector-$0--
SANDI SIMONDirector-$0--
JAMES L DOTIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Simon Foundation for Education and
EIN
68-0524905
Phone
9497201116
Address
620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660

Signing Officer

Name
Gary Singer
Title
Director
Phone
9497201116
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
WRIGHT FORD YOUNG & CO CPA'S
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618-3715
Preparer
Cheryl J Schaffer CPA Mst
Phone
9499102727
Raw XML AppendixShowing 400 of 601 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt019920
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt019920
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02008-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12009-03-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22009-12-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32010-10-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42011-09-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52011-10-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62014-02-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72014-10-08
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt468
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt569
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt6255
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt7326
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt01031
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt11824
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2238
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt31834
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt41353
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt51383
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt61277
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt71631
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt30
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt50
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt6147
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt7156
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt55.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt65.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt75.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt01031
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1912
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2119
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31834
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4909
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5424
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0APPLE MACBOOK - EXTRA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1DD COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4DELL LATITUDE COMPUTER - HEATHER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5HP NOTEBOOK COMPUTER - DAVID
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6DELL LATITUDE COMPUTER - DAVID
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7DELL LATITUDE COMPUTER - ADELE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt035350000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0RSI HOME PRODUCT INC. STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt03240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LIQUIDATED INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt039370
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-9075
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030315
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030315
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt019920
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019920
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt031906
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06257600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06257600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt035350000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt0718
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0303
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt039370
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt039370
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt039370
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt028764111
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07259669
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0756
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0756
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-9075
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt032624
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0249356
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0249356
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt06766
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01092
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06766
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07858
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt039390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt07484
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06608943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06616204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035380315
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07484
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0351343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06766
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0358604
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05219
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07268744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-9075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-9075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07259669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SECURITIES/BONDS SALE (SEE ATTACHMENT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-9075
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt028764111
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt035350000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt036062354
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07298243
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0712354
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0480
IRS990PF/FMVAssetsEOYAmt036030472
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04501679
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0218086
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0218086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt035350000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt09772
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt010573
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01104
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0801
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0801
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03842
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03240
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03240
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07298243
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0712354
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02791618
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0490227
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0458345
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07298243
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0712354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt036030472
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07298243
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0712354
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07298243
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0712354
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt037215975
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0143799
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01721375
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0558240
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt035350801
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01832887
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt036657735
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt037215975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt314.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt375000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHY SIMON ABELS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEVEN H SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RONALD SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GARY SINGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES B FREEDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5GILBERT E LEVASSEUR JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ALEX CALEBRESE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7SANDI SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8JAMES L DOTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2FOUNDING DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0620 NEWPORT CENTER DRIVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1620 NEWPORT CENTER DRIVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2620 NEWPORT CENTER DRIVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3620 NEWPORT CENTER DRIVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4620 NEWPORT CENTER DRIVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5620 NEWPORT CENTER DRIVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6620 NEWPORT CENTER DRIVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7620 NEWPORT CENTER DRIVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8620 NEWPORT CENTER DRIVE 12TH FLOOR
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/CityNm5NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8NEWPORT 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/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8CA
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/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd592660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd692660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd792660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd892660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/CurrentYearAmt030315
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt053617
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/Year1Amt022679
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/Year2Amt0419
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/Year3Amt0204
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt031906
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt052993
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt021087
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt027120
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt045044
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt017924
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt06608943
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt015938966
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt06694620
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt01242762
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt01392641
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0351343
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt02501831
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0199185
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0811662
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt01139641
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt06257600
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt013437135
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt06495435
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt0431100
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt0253000
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt01221925
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt01580052
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0252432
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt092223
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt013472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt061126077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt061126403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06694620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01242762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01392641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01423153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01686592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt01.667481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.884016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.449188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt03.445690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt01.743379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt01.815130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt036657735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07572963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02766685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0404169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0816319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0929185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06608943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt08.337403
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06608943
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06608943
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06608943
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$712,354
Liabilities
$0
Net assets
$712,354
Revenue
$35,380,315
Expenses
$6,616,204
Net income
$28,764,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$7.42$5.29$2.13$0.94$7.35$6.40
2021Detailed filing. Detailed filing data is available for this year.$16.3$6.96$9.38$1.31$8.37$9.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.0$7.63$16.3$5.56$13.8$8.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.5$0.45$25.1$0.08$7.99$8.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.63$32.8$6.24$6.39$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$35.4$6.62$28.8
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$0.12$6.70$6.57
2015Summary only. Only limited summary data is available for this year.$13.8$0.00$13.7$1.25$12.4
2014Summary only. Only limited summary data is available for this year.$1.39$0.00$1.93$1.40$0.53
2013Summary only. Only limited summary data is available for this year.$0.86$0.00$0.80$1.43$0.63
2012Summary only. Only limited summary data is available for this year.$1.49$0.00$1.95$1.70$0.25
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$1.57$3.34$1.77