X Tr

990PF • Fiscal year 2022 • EIN 86-6443839

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile

16030 Ventura Blvd Suite 320Encino, CA 91436

(310) 288-9970

Siviq Scores

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

0.00x

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

2022 filings • NTEE T • $25M-$50M nonprofits • Source year 2022

0.00x

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

2022 filings • NTEE T • $25M-$50M nonprofits • Source year 2022

99%

Higher net margin than 95% of similar nonprofits.

2022 filings • NTEE T • $25M-$50M nonprofits • Source year 2022

Higher top officer pay than 60% of similar nonprofits.

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

2022 filings • NTEE T • $25M-$50M nonprofits • Source year 2022

355654610%

Faster asset growth than 100% of similar nonprofits.

2022 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2021 to 2022

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets51st percentile

Assets

$35,565,471

Up $35,565,461 (+355654610%) from 2021

Net Assets

$35,565,471

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue47th percentile Net Margin95th percentile

Revenue

$36,065,496

Up $36,065,495 (+3606549500%) from 2021

Expenses

$500,025

Up $500,025 from 2021

Net Income

$35,565,471

Up $35,565,470 (+3556547000%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

Highlighted filing

2022

Assets$35,565,471

Liabilities$0

Net Assets$35,565,471

Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2022

Revenue$36,065,496

Expenses$500,025

Net Income$35,565,471

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Nov 15, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay60th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HSKOTLER	Trustee	-	$0	-	-
EGLASS	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Trust X
EIN: 86-6443839
Phone: 3102889970
Address: 16030 VENTURA BLVD SUITE 320, ENCINO, CA 91436

Signing Officer

Name: H Kotler
Title: Trustee
Phone: 3104706001
Signed: 2023-11-15
Discuss with paid preparer: Yes

Preparer

Firm: GETTLESON WITZER & O'CONNOR
Address: 16030 VENTURA BLVD STE 320, ENCINO, CA 91436
Preparer: RANDAL O'CONNOR
Phone: 3102889970

Raw XML Appendix351 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	2328000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	2105000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	498000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	2328000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	2105000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	498000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	100 SHS GC (CLOSELY HELD CORPORATION)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	13,312 SHS GIPI (CLOSELY HELD CORPORATION)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	100 SHS PPI (CLOSELY HELD CORPORATION)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	6233496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	70% INTEREST IN K&K PROPERTIES (GENERAL PARTNERSHIP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	6233496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AddressChangeInd	0	X
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	500000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	500000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	36065496
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	35565471
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	25
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	25
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	500025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	500025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	36065496
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	25
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	25
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	35565471
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	10
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	35565481
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	10
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	35565471
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	170660
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	170660
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	170660
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	170660
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	0
IRS990PF/FMVAssetsEOYAmt	0	35565471
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	4931000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	4931000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	6233496
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	6233496
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	10
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	35565471
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	10
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	24400975
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	24400975
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	10
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	35565471
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	35565471
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	10
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	35565471
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	10
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	35565471
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	3465179
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	2975776
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	51978
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	489403
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	170660
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	3413201
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	3465179
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	HSKOTLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	EGLASS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	16030 VENTURA BLVD SUITE 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	16030 VENTURA BLVD SUITE 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	91436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	91436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	500025
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	500025
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	1
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	GETTLESON WITZER O'CONNOR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	16030 VENTURA BLVD SUITE 320
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	ENCINO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	91436
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	1
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3102889970
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SSCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	FAIRFAX AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	500000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	170660
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	170660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	329365
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	329365
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	500025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	329365
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	329365
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	TRUST A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	1	TRUST A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	2	TRUST A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	3	TRUST A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	4	MARITAL TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	5	MARITAL TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	6	MARITAL TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	7	MARITAL TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	2	3
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	3	4
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	4	5
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	5	6
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	6	7
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	7	8
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	16030 VENTURA BLVD SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	16030 VENTURA BLVD SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	2	16030 VENTURA BLVD SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	3	16030 VENTURA BLVD SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	4	16030 VENTURA BLVD SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	5	16030 VENTURA BLVD SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	6	16030 VENTURA BLVD SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	7	16030 VENTURA BLVD SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	2	ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	3	ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	4	ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	5	ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	6	ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	7	ENCINO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	2	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	3	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	4	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	5	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	6	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	7	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	91436
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	91436
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	2	91436
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	3	91436
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	4	91436
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	5	91436
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	6	91436
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	7	91436
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	2	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	3	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	4	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	5	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	6	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	24901000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	1164000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	2	249000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	3	3116748
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	4	1164000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	5	2105000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	6	249000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	7	3116748
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	3
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	4
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	3	5
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	4	6
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	5	7
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	6	8
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	1164000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	249000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	3116748
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	3	1164000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	4	2105000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	5	249000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	6	3116748
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	50 SHS GC (CLOSELY HELD CORPORATION)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	50 SHS PPI (CLOSELY HELD CORPORATION)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	35% INTEREST IN K&K PROPERTIES (GENERAL PARTNERSHIP)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	3	50 SHS GC (CLOSELY HELD CORPORATION)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	4	13,312 SHS GIPI (CLOSELY HELD CORPORATION)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	5	50 SHS PPI (CLOSELY HELD CORPORATION)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	6	35% INTEREST IN K&K PROPERTIES (GENERAL PARTNERSHIP)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2022-12-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2022-12-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2022-12-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	3	2022-12-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	4	2022-12-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	5	2022-12-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	6	2022-12-15
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PPA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	CA STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	H KOTLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3104706001
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-15
ReturnHeader/DisasterReliefTxt	0	THE TAXPAYER IS FILING UNDER THE FOLLOWING IRS NOTICES:IRS NOTICES 2024-72 & 2023-71 - DISASTER POST
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	TRUST X
ReturnHeader/Filer/BusinessNameControlTxt	0	XTR
ReturnHeader/Filer/EIN	0	866443839
ReturnHeader/Filer/PhoneNum	0	3102889970
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	16030 VENTURA BLVD SUITE 320
ReturnHeader/Filer/USAddress/CityNm	0	ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91436
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	954802807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	GETTLESON WITZER & O'CONNOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	16030 VENTURA BLVD STE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	91436
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3102889970
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RANDAL O'CONNOR
ReturnHeader/ReturnTs	0	2025-09-30T16:07:09-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $35,565,471
Liabilities: $0
Net assets: $35,565,471
Revenue: $36,065,496
Expenses: $500,025
Net income: $35,565,471

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Detailed filing. Detailed filing data is available for this year.	$36.3	$0.00	$36.3	$1.45	$0.67	$0.78
2022Detailed filing. Detailed filing data is available for this year.	$35.6	$0.00	$35.6	$36.1	$0.50	$35.6
2021Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$0.00	$0.00	$0.00
2020Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$0.00	$0.00	$0.00