Civic Intelligence

Plum Foundation

990PF • Fiscal year 2018 • EIN 75-2406666

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 09, 2019

Organization Profile
4182 Beck AvenueStudio City, CA 91604

(818) 980-0340

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

93rd percentile

52%

Faster asset growth than 93% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

562%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,756,687

Up $938,120 (+52%) from 2017

Net Assets

Up

$2,756,687

Up $939,421 (+52%) from 2017

Liabilities

Down

$0

Down $1,301 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin92nd percentile

Revenue

Up

$1,596,921

Up $1,355,839 (+562%) from 2017

Expenses

Up

$657,500

Up $323,465 (+97%) from 2017

Net Income

Up

$939,421

Up $1,032,374 (+1111%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,738,406Liabilities 2012: $3,2522012Assets 2013: $2,575,100Liabilities 2013: $02013Assets 2014: $2,337,039Liabilities 2014: $292014Assets 2015: $2,256,406Liabilities 2015: $1,582Net Assets 2015: $2,254,8242015Assets 2016: $1,910,219Liabilities 2016: $0Net Assets 2016: $1,910,2192016Assets 2017: $1,818,567Liabilities 2017: $1,301Net Assets 2017: $1,817,2662017Assets 2018: $2,756,687Liabilities 2018: $0Net Assets 2018: $2,756,6872018Assets 2019: $2,835,344Liabilities 2019: $0Net Assets 2019: $2,835,3442019Assets 2020: $2,543,991Liabilities 2020: $214Net Assets 2020: $2,543,7772020Assets 2021: $2,495,945Liabilities 2021: $0Net Assets 2021: $2,495,9452021Assets 2022: $2,390,362Liabilities 2022: $781Net Assets 2022: $2,389,5812022Assets 2023: $2,377,835Liabilities 2023: $0Net Assets 2023: $2,377,8352023Assets 2024: $2,043,067Liabilities 2024: $2,586Net Assets 2024: $2,040,4812024Assets 2025: $1,666,594Liabilities 2025: $2,867Net Assets 2025: $1,663,7272025

Highlighted filing

2018

Assets$2,756,687
Liabilities$0
Net Assets$2,756,687
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $141,781Expenses 2012: $337,080Net Income 2012: -$195,2992012Revenue 2013: $267,680Expenses 2013: $427,734Net Income 2013: -$160,0542013Revenue 2014: $185,022Expenses 2014: $423,112Net Income 2014: -$238,0902014Revenue 2015: $318,079Expenses 2015: $400,265Net Income 2015: -$82,1862015Revenue 2016: $113,529Expenses 2016: $458,134Net Income 2016: -$344,6052016Revenue 2017: $241,082Expenses 2017: $334,035Net Income 2017: -$92,9532017Revenue 2018: $1,596,921Expenses 2018: $657,500Net Income 2018: $939,4212018Revenue 2019: $738,837Expenses 2019: $660,180Net Income 2019: $78,6572019Revenue 2020: $470,040Expenses 2020: $761,607Net Income 2020: -$291,5672020Revenue 2021: $774,988Expenses 2021: $822,820Net Income 2021: -$47,8322021Revenue 2022: $736,733Expenses 2022: $843,097Net Income 2022: -$106,3642022Revenue 2023: $1,013,205Expenses 2023: $1,024,951Net Income 2023: -$11,7462023Revenue 2024: $904,565Expenses 2024: $1,241,919Net Income 2024: -$337,3542024Revenue 2025: $742,597Expenses 2025: $1,119,351Net Income 2025: -$376,7542025

Highlighted filing

2018

Revenue$1,596,921
Expenses$657,500
Net Income$939,421
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 9, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS EMILY MAUPINVice President-$0--
JOHN MONTFORDPresident-$0--
BILL BALDRIDGESecretary/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Plum Foundation
EIN
75-2406666
Phone
8189800340
Address
4182 BECK AVENUE, STUDIO CITY, CA 91604

Signing Officer

Name
Pamela Kaizer
Title
Executive Director
Signed
2019-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Jenkins Bowler Llp
Address
626 S LAKE AVE, PASADENA, CA 91106-3918
Preparer
Patrick J Bowler
Phone
6267922179
Raw XML Appendix346 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/Amt04200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02100
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02100
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0103633
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-6712
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt096921
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt096921
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0554000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0554000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01500000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0103633
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0103633
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0939421
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0502021
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6712
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt062423
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt045290
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt015097
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt060387
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0751
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03003
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019274
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019274
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03525
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01155
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0615666
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt041210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0657500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0103633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01596921
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt061666
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt041210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0103500
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt08499
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt02833
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0508733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0502021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6712
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0939421
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02756687
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01817266
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02756687
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0121305
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0121305
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0121305
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0121929
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0624
IRS990PF/DistributableAmountGrp/TotalTaxAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0976
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02400
IRS990PF/FMVAssetsEOYAmt02857642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0579762
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0982372
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0963443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01045971
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01579773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01689261
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02428
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02428
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05179
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt06955
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt06955
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01301
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05591
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05523
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05523
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01818567
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02756687
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02857642
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01301
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01818567
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02756687
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01817266
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02756687
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01817266
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02756687
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0182064
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0182064
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0192460
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02475711
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06106
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02469605
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt037136
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0121929
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02438575
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02475711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt060387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0PAMELA PHILLIPS KAIZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 1613
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0STUDIO CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd091604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MS EMILY MAUPIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN MONTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BILL BALDRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1613
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1613
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1613
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STUDIO CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STUDIO CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2STUDIO CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291604
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0348114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0348738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0293373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0417255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0353719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0377759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0380918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.142753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.14598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.18176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.13180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.12927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.12495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02438575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02009623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02295665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02683722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02922271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03048472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0615666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.713767
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0615042
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0615666
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0624
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0615666
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04182 BECK AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STUDIO CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MRS PAMELA KAIZER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08189800340
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN MONTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0554000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04182 BECK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STUDIO CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091604
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0554000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0121305
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0196982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0303954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0224259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0234495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0233002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0233002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01454051
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0494361
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0196982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0303954
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0224259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0234495
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0615666
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0494361
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01687053
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01192692
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DOROTHY SECREST TR UA DTD 22205
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 929
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OCCIDENTAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095465
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02428
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02428
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05179
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Interest
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05179
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11776
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05179
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11776
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11297
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt268
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3766
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4102
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1432
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt223
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3256
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt434
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11729
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt291
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31022
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019274
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSELOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019274
TaxesSchedule/TaxesDetail/Amt0624
TaxesSchedule/TaxesDetail/Amt160
TaxesSchedule/TaxesDetail/Amt24620
TaxesSchedule/TaxesDetail/CategoryTxt0CURRENT FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES AND LICENSES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt060
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13465
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01155
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA KAIZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0752406666
ReturnHeader/Filer/PhoneNum08189800340
ReturnHeader/Filer/USAddress/AddressLine1Txt04182 BECK AVENUE
ReturnHeader/Filer/USAddress/CityNm0STUDIO CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952131722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENKINS BOWLER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0626 S LAKE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0911063918
ReturnHeader/PreparerPersonGrp/PhoneNum06267922179
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick J Bowler
ReturnHeader/ReturnTs02019-01-09T10:09:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,756,687
Liabilities
$0
Net assets
$2,756,687
Revenue
$1,596,921
Expenses
$657,500
Net income
$939,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.66$0.74$1.12$0.38
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.90$1.24$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$1.01$1.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.74$0.84$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.77$0.82$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.47$0.76$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.74$0.66$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$1.60$0.66$0.94
2017Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.24$0.33$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.11$0.46$0.34
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.25$0.32$0.40$0.08
2014Summary only. Only limited summary data is available for this year.$2.34$0.00$0.19$0.42$0.24
2013Summary only. Only limited summary data is available for this year.$2.58$0.00$0.27$0.43$0.16
2012Summary only. Only limited summary data is available for this year.$2.74$0.00$0.14$0.34$0.20