Civic Intelligence

The Monica Lester Charitable Trust

990PF • Fiscal year 2018 • EIN 81-1000768

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 30, 2018

Organization Profile
6310 San Vicente Blvd No 250Los Angeles, CA 90048

(323) 934-0200

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

4th percentile

-87%

Higher net margin than 4% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

25th percentile

$50,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

$11,192,876

No earlier filing loaded for comparison.

Net Assets

$11,192,876

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin4th percentile

Revenue

$516,605

No earlier filing loaded for comparison.

Expenses

$968,544

No earlier filing loaded for comparison.

Net Income

-$451,939

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2018: $11,192,876Liabilities 2018: $0Net Assets 2018: $11,192,8762018Assets 2019: $10,784,711Liabilities 2019: $0Net Assets 2019: $10,784,7112019Assets 2020: $10,371,077Liabilities 2020: $0Net Assets 2020: $10,371,0772020Assets 2021: $10,218,682Liabilities 2021: $0Net Assets 2021: $10,218,6822021Assets 2022: $10,453,745Liabilities 2022: $0Net Assets 2022: $10,453,7452022Assets 2023: $10,137,385Liabilities 2023: $0Net Assets 2023: $10,137,3852023Assets 2024: $10,145,456Liabilities 2024: $0Net Assets 2024: $10,145,4562024Assets 2025: $9,944,501Liabilities 2025: $332Net Assets 2025: $9,944,1692025

Highlighted filing

2018

Assets$11,192,876
Liabilities$0
Net Assets$11,192,876
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $516,605Expenses 2018: $968,544Net Income 2018: -$451,9392018Revenue 2019: $549,120Expenses 2019: $957,285Net Income 2019: -$408,1652019Revenue 2020: $489,946Expenses 2020: $903,580Net Income 2020: -$413,6342020Revenue 2021: $478,505Expenses 2021: $630,900Net Income 2021: -$152,3952021Revenue 2022: $843,267Expenses 2022: $608,204Net Income 2022: $235,0632022Revenue 2023: $503,261Expenses 2023: $819,621Net Income 2023: -$316,3602023Revenue 2024: $875,995Expenses 2024: $867,924Net Income 2024: $8,0712024Revenue 2025: $921,909Expenses 2025: $1,123,196Net Income 2025: -$201,2872025

Highlighted filing

2018

Revenue$516,605
Expenses$968,544
Net Income-$451,939
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK LEETrusteePT$50,000-$50,000
JOEL LEVINETrusteePT$50,000-$50,000
PAUL LESTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Monica Lester Charitable Trust
EIN
81-1000768
Phone
3239340200
Address
6310 SAN VICENTE BLVD NO 250, LOS ANGELES, CA 90048

Signing Officer

Name
Frank Lee
Title
Trustee
Phone
3239340200
Signed
2018-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Kales Accountancy Corp
Address
6310 SAN VICENTE BLVD SUITE 250, LOS ANGELES, CA 90048
Preparer
Orit Amit
Phone
3239340200
Raw XML AppendixShowing 400 of 598 raw XML fields

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AccountingFeesSchedule/AccountingFeesDetail/Amt054000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09000
CompensationExplanation/CompensationExplanationGrp/PersonNm0FRANK LEE CPA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0A CPA AND AN OFFICER AND SHAREHOLDER OF SCHWARTZ KALES ACCOUNTANCY CORPORATION (SKAC), FRANK LEE IS A CO-TRUSTEE OF THE FOUNDATION AND WAS PAID ANNUAL COMPENSATION OF $50,000 FOR THE FISCAL YEAR ENDED 6/30/2018. THE COMPENSATION WAS PAID TO SKAC IN CONSIDERATION OF TRUSTEE SERVICES RENDERED, AND FOR ACCOUNTING, BOOKKEEPING AND TAX RETURNS PREPARATION.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF; PART VII-A; QUESTION 11
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF; PART VII-A; QUESTION 11
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF; PART VII-B; QUESTION 3A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ADDITIONAL INFORMATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1ADDITIONAL INFORMATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2ADDITIONAL INFORMATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION OWNS A 50% SHARE BUT DOES NOT CONTROL STRATFORD HALL, INC.PAUL LESTER FAMILY TRUST OWNS THE OTHER 50% SHARE OF STRATFORD HALL, INC. PAUL LESTER (TIN: XXX-XX-XXXX) IS THE BROTHER OF THE GRANTOR, MONICA LESTER (DECEASED).DURING THE FISCAL YEAR ENDED JUNE 30, 2018, THE FOUNDATION DID NOT CONTRIBUTE ANY CAPITAL TO STARATFORD HALL, INC. THE FOUNDATION RECEIVED CASH DISTRIBUTIONS FROM STRATFORD HALL, INC.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE MONICA LESTER CHARITABLE TRUST ("THE CHARITY") HAS A 15.835% SHARE IN HARWIT KLARIS JOINT VENTURE FEIN # 95-2920176 (HKJV) AND DOES NOT OTHERWISE CONTROL HKJV.ADDITIONAL DISCLOSURES REGARDING OWNERSHIP OF HKJV:AS OF JUNE 30, 2018, THE ELIAS, GENEVIEVE AND GEORGIANNA ATOL CHARITABLE TRUST FEIN # 51-6590472 OWNS 15.835% OF HKJV.AS OF JUNE 30, 2018, ESTELLE NORA HARWIT AMRANI 2003 IRREVOCABLE FAMILY TRUST; FEIN #68-6231448 ("NORA'S TRUST ") OWNS 9.19% OF HKJV. ESTELLE NORA HARWIT AMRANI IS THE SOLE BENEFICIARY OF NORA'S TRUST.AS OF JUNE 30, 2018, STEVEN HARWIT 2003 IRREVOCABLE FAMILY TRUST ("STEVEN'S TRUST") FEIN # 68-6231447 OWNS 9.19% OF HKJV. STEVEN HARWIT IS THE SOLE BENEFICIARY OF STEVEN'S TRUST.AS OF JUNE 30, 2018, THE J. SAMUEL HARWIT Z"L AND MANYA HARWIT-AVIV CHARITABLE TRUST FEIN #95-6949206 OWNS 34.21% OF HKJV. THE MAILING ADDRESS OF BOTH THE CHARITY AND THE J. SAMUEL HARWIT Z"L AND MANYA HARWIT-AVIV CHARITABLE TRUST IS: 6310 SAN VICENTE BLVD # 250 LOS ANGELES CALIFORNIA 90048.ONE OF TWO CO-TRUSTEES OF THE CHARITY, FRANK LEE, CPA, HAS THE FOLLOWING ADDITIONAL FIDUCIARY DUTIES: 1. CO-TRUSTEE OF THE ELIAS, GENEVIEVE AND GEORGIANNA ATOL CHARITABLE TRUST. 2. SOLE TRUSTEE OF NORA'S TRUST.3. SOLE TRUSTEE OF STEVEN'S TRUST.4. CO-TRUSTEE OF THE J. SAMUEL HARWIT Z"L AND MANYA HARWIT-AVIV CHARITABLE TRUST .DURING THE FISCAL YEAR ENDED JUNE 30, 2018, THE CHARITY DID NOT MAKE ANY CASH CAPITAL CONTRIBUTIONS TO HKJV AND DID NOT RECEIVE ANY CASH DISTRIBUTIONS FROM HKJV.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2THE FOUNDATION OWNS 50% CAPITAL STOCK OF STRATFORD HALL INC.PER IRC SECTION 4943(D)(3), STRATFORD HALL INC. IS NOT CONSIDERED A BUSINESS ENTERPRISE SINCE MORE THAN 95% OF ITS INCOME IS DERIVED FROM PASSIVE SOURCES (PER DEFINITION UNDER IRC SECTION 512(B)(1),(2),(3)).
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-2886
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0326743
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01950
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02785
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0147260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0690135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0968544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0186976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0516605
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025135
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027934
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0303544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0241766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1660550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-18559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1159239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-18559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1159239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0223207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1819789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY SHORT TERM TRANSACTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY LONG TERM TRANSACTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0140680
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-451939
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011192876
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011644815
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011192876
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0609225
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0609225
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0609225
IRS990PF/DistributableAmountGrp/IncomeTaxAmt042363
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0653178
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01590
IRS990PF/DistributableAmountGrp/TotalTaxAmt043953
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09816
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09816
IRS990PF/FMVAssetsEOYAmt012813702
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011644815
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011644815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0307284
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01380549
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01236274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01506629
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09943479
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09923529
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011274000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-451939
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013503
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt033073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt033073
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011644815
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011192876
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012813702
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011644815
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011192876
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011644815
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011192876
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013262487
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0162995
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01825492
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0198937
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt011274000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0653178
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013063550
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013262487
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOEL LEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAUL LESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06310 SAN VICENTE BLVD STE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11875 CENTURY PARK EAST STE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O SKAC 6310 SAN VICENTE BLVD STE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0157533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0159123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0300985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.012059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.022618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.001499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013063550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013307384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt011735609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0690135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.024117
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0688545
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0690135
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01590
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0690135
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/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/IndividualWithBooksNm0SCHWARTZ KALES ACCOUNTANCY CORP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06310 SAN VICENTE BLVD STE 250
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090048
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00

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Filings

Displayed year

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

Open filing
Assets
$11,192,876
Liabilities
$0
Net assets
$11,192,876
Revenue
$516,605
Expenses
$968,544
Net income
-$451,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.94$0.00$9.94$0.92$1.12$0.20
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.88$0.87$0.01
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.50$0.82$0.32
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.84$0.61$0.24
2021Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.48$0.63$0.15
2020Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.49$0.90$0.41
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.55$0.96$0.41
2018Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.52$0.97$0.45