Civic Intelligence

Dewalt Family Foundation

EIN 82-1358288 • Los Angeles, CA

11100 Santa Monica Blvd 600Los Angeles, CA 90025
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

51%

Faster revenue growth than 79% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,676,127

Up $134,666 (+8.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,676,127

Up $134,666 (+8.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin96th percentile

Revenue

Up

$121,197

Up $40,801 (+51%) from 2023

Expenses

Down

$17,192

Down $197,204 (-92%) from 2023

Net Income

Up

$104,005

Up $238,005 (+178%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $1,798,316Liabilities 2018: $0Net Assets 2018: $1,798,3162018Assets 2019: $1,983,605Liabilities 2019: $750Net Assets 2019: $1,982,8552019Assets 2020: $1,826,089Liabilities 2020: $0Net Assets 2020: $1,826,0892020Assets 2021: $1,942,006Liabilities 2021: $0Net Assets 2021: $1,942,0062021Assets 2022: $1,551,812Liabilities 2022: $0Net Assets 2022: $1,551,8122022Assets 2023: $1,541,461Liabilities 2023: $0Net Assets 2023: $1,541,4612023Assets 2024: $1,676,127Liabilities 2024: $0Net Assets 2024: $1,676,1272024

Highlighted filing

2024

Assets$1,676,127
Liabilities$0
Net Assets$1,676,127
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2017: $5,262Expenses 2017: $5,262Net Income 2017: $02017Revenue 2018: $1,896,408Expenses 2018: $8,643Net Income 2018: $1,887,7652018Revenue 2019: $73,378Expenses 2019: $75,251Net Income 2019: -$1,8732019Revenue 2020: $46,986Expenses 2020: $278,633Net Income 2020: -$231,6472020Revenue 2021: $105,202Expenses 2021: $104,380Net Income 2021: $8222021Revenue 2022: $47,360Expenses 2022: $196,443Net Income 2022: -$149,0832022Revenue 2023: $80,396Expenses 2023: $214,396Net Income 2023: -$134,0002023Revenue 2024: $121,197Expenses 2024: $17,192Net Income 2024: $104,0052024

Highlighted filing

2024

Revenue$121,197
Expenses$17,192
Net Income$104,005
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,676,127
Liabilities
$0
Net assets
$1,676,127
Revenue
$121,197
Expenses
$17,192
Net income
$104,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.12$0.02$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08$0.21$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.05$0.20$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.11$0.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.05$0.28$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.07$0.08$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.90$0.01$1.89
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID G DEWALTSecretary, VP, Director-$0--
MARY KATHLEEN DEWALTPres., Treasurer, Director-$0--
Filing and Contact Details

Filer

Filer Name
Dewalt Family Foundation
EIN
82-1358288
Phone
3108064000
Address
11100 SANTA MONICA BLVD 600, LOS ANGELES, CA 90025

Signing Officer

Name
Mary Kathleen Dewalt
Title
President
Phone
3108064000
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Aspiriant LLC
Address
11100 SANTA MONICA BLVD STE 600, LOS ANGELES, CA 90025-3328
Preparer
Mitchell Mayer
Phone
3108064000
Raw XML Appendix348 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/Amt09544
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0WEALTH PLANNING & TAX ACCT
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09544
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ASPIRIANT RISK MGD TXBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0232980
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0232980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0385353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1125922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt269559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt365796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4170686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt565935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt659518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7220062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt865015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9138340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0385353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1125922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt269559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt365796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4170686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt565935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt659518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7220062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt865015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9138340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ASPIRIANT RISK MGD EQTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES CORE S&P US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD DIVIDEND GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APIRIANT DEFENSIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DFA EMERGING MKTS CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DFA EMERGING MKTS VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DFA INTL CORE EQTY PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DFA INTL SMAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ISHARES CORE S&P 500
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt050541
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt070621
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt035
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0121197
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0121197
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09544
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09544
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt070621
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt050541
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt050541
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0104005
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0284641
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02381
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02381
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt070621
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0117035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02934
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02934
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01228
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0121197
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0121197
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04162
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1198062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt139474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt229696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt139474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt229696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt017409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1237536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt229696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB & CO., INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB & CO., INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt070621
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0104005
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt030661
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01676127
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01541461
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01676127
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt077512
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt077512
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt077512
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt079139
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01627
IRS990PF/DistributableAmountGrp/TotalTaxAmt01627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013741
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01627
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013741
IRS990PF/FMVAssetsEOYAmt01676127
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0128048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0232980
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0232980
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01349946
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01366186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01366186
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt014796
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt013741
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt013741
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01541461
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01676127
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt048671
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt063220
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt063220
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01541461
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01676127
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01676127
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01541461
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01676127
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01541461
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01676127
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01606876
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010652
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01596224
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024103
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt079139
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01582773
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01606876
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID G DEWALT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY KATHLEEN DEWALT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY, VP, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRES., TREASURER, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011100 SANTA MONICA BLVD 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111100 SANTA MONICA BLVD 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt011925
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt011925
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ASPIRIANT LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD STE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108064000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID G DEWALT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARY KATHLEEN DEWALT
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011925
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt077512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt065587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0134829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0112952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0102018
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt065587
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0289414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0134829
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0112952
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036431
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011925
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0289414
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0355001
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02381
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02381
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA AG FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt030661
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02934
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02934
TaxesSchedule/TaxesDetail/Amt01228
TaxesSchedule/TaxesDetail/Amt11055
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01228
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY KATHLEEN DEWALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03108064000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEWALT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DEWA
ReturnHeader/Filer/EIN0821358288
ReturnHeader/Filer/PhoneNum03108064000
ReturnHeader/Filer/USAddress/AddressLine1Txt011100 SANTA MONICA BLVD 600
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090025
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261518255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASPIRIANT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900253328
ReturnHeader/PreparerPersonGrp/PhoneNum03108064000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL MAYER
ReturnHeader/ReturnTs02025-05-15T17:15:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.