Civic Intelligence

Dorothy Phillips Michaud Charitable Trust

990PF • Fiscal year 2020 • EIN 87-0778040

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

Organization Profile
6310 San Vicente Boulevard 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

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.08x

Higher debt load relative to revenue than 52% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-648%

Higher net margin than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$35,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 93.1% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

15th percentile

-5.4%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-82%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$4,058,432

Down $232,165 (-5.4%) from 2019

Net Assets

Down

$4,055,516

Down $235,081 (-5.5%) from 2019

Liabilities

Up

$2,916

Up $2,916 from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin2nd percentile

Revenue

Down

$37,579

Down $174,093 (-82%) from 2019

Expenses

Down

$281,133

Down $11,829 (-4.0%) from 2019

Net Income

Down

-$243,554

Down $162,264 (-200%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,430,613Liabilities 2012: $02012Assets 2013: $4,303,073Liabilities 2013: $02013Assets 2014: $4,186,014Liabilities 2014: $02014Assets 2015: $4,550,227Liabilities 2015: $02015Assets 2016: $4,265,784Liabilities 2016: $02016Assets 2018: $4,371,887Liabilities 2018: $0Net Assets 2018: $4,371,8872018Assets 2019: $4,290,597Liabilities 2019: $0Net Assets 2019: $4,290,5972019Assets 2020: $4,058,432Liabilities 2020: $2,916Net Assets 2020: $4,055,5162020Assets 2021: $3,765,314Liabilities 2021: $90,145Net Assets 2021: $3,675,1692021Assets 2022: $3,677,164Liabilities 2022: $10,423Net Assets 2022: $3,666,7412022Assets 2023: $3,437,867Liabilities 2023: $6,826Net Assets 2023: $3,431,0412023Assets 2024: $3,256,276Liabilities 2024: $81,600Net Assets 2024: $3,174,6762024Assets 2025: $3,131,430Liabilities 2025: $135,953Net Assets 2025: $2,995,4772025

Highlighted filing

2020

Assets$4,058,432
Liabilities$2,916
Net Assets$4,055,516
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500KRevenue 2012: $74,898Expenses 2012: $274,475Net Income 2012: -$199,5772012Revenue 2013: $146,463Expenses 2013: $274,003Net Income 2013: -$127,5402013Revenue 2014: $156,571Expenses 2014: $273,630Net Income 2014: -$117,0592014Revenue 2015: $625,982Expenses 2015: $273,178Net Income 2015: $352,8042015Revenue 2016: -$893Expenses 2016: $283,550Net Income 2016: -$284,4432016Revenue 2018: $427,629Expenses 2018: $305,032Net Income 2018: $122,5972018Revenue 2019: $211,672Expenses 2019: $292,962Net Income 2019: -$81,2902019Revenue 2020: $37,579Expenses 2020: $281,133Net Income 2020: -$243,5542020Revenue 2021: -$72,478Expenses 2021: $307,869Net Income 2021: -$380,3472021Revenue 2022: $300,656Expenses 2022: $309,084Net Income 2022: -$8,4282022Revenue 2023: $95,020Expenses 2023: $330,720Net Income 2023: -$235,7002023Revenue 2024: $104,347Expenses 2024: $360,712Net Income 2024: -$256,3652024Revenue 2025: $153,591Expenses 2025: $332,790Net Income 2025: -$179,1992025

Highlighted filing

2020

Revenue$37,579
Expenses$281,133
Net Income-$243,554
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK LEE CPACo-TrusteePT$35,000-$35,000
JOEL A LEVINE ESQCo-TrusteePT$35,000-$35,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantYESHIVA OHEL SHIMONTO FUND EDUCATIONPUBLICJERUSALEM, 91001, IS$25,000
Paid GrantAMITTO SUPPORT COMMUNITY SERVICESPUBLICLOS ANGELES, CA, US$20,000
Paid GrantMIDDLE EAST FORUMTO FUND EDUCATION CONCERNING AMERICAN INTERESTS IN THE MIDDLE EASTPUBLICPHILADELPHIA, PA, US$17,500
Paid GrantMESIVTA BIRKAS YITZCHOKTO SUPPORT HIGH SCHOOL EDUCATIONPUBLICLOS ANGELES, CA, US$15,000
Paid GrantADAT YESHURUNTO SUPPORT ELEMENTARY SCHOOL EDUCATIONPUBLICNORTH HOLLYWOOD, CA, US$12,500
Paid GrantAYN RAND INSTITUTEPROMOTING ADULT EDUCATIONPUBLICIRVINE, CA, US$10,000
Paid GrantBIKUR CHOLIMTO CONTRIBUTE TO PATIENT AND FAMILY MEMBERS CAREPUBLICLOS ANGELES, CA, US$10,000
Paid GrantCHILDREN'S HOSPITAL LOS ANGELESSUPPORTING MEDICAL RESEARCHPUBLICLOS ANGELES, CA, US$10,000
Paid GrantFRIENDS OF NAHAL HAREDITO SUPPORT THE COMMUNITYPUBLICMONSEY, NY, US$10,000
Paid GrantJEWISH COMMUNITY FOUNDATIONTO SUPPORT COMMUNITY PROGRAMSPUBLICLOS ANGELES, CA, US$10,000
Paid GrantLINK LATO SUPPORT ADULT EDUCATIONPUBLICLOS ANGELES, CA, US$10,000
Paid GrantSHAAREI TEFILATO SUPPORT COMMUNITY SERVICESPUBLICLOS ANGELES, CA, US$10,000
Paid GrantYESHIVA OHR ELCHON CHABADTO SUPPORT HIGH SCHOOL JEWISH EDUCATIONPUBLICLOS ANGELES, CA, US$9,000
Paid GrantYESHIVA CHEDER MENACHEMTO SUPPORT ELEMENTARY SCHOOL JEWISH EDUCATIONPUBLICLOS ANGELES, CA, US$7,000
Paid GrantCHAI LIFELINE - WEST COASTTO SUPPORT EDUCATION FOR CHILDREN WITH MAJOR ILLNESSESPUBLICBEVERLY HILLS, CA, US$5,000
Paid GrantHONEST REPORTINGTO SUPPORT THE COMMUNITYPUBLICSKOKIE, IL, US$5,000
Paid GrantJEWISH EDUCATIONAL TRADE SCHOOLSUPPORTING VOCATIONAL EDUCATION PROGRAMSPUBLICGRANADA HILLS, CA, US$5,000
Paid GrantREMOTE AREA MEDICAL FOUNDATIONTO FUND HEALTH CARE SERVICESPUBLICROCKFORD, TN, US$5,000
Paid GrantBAIS CHAYA MUSHKA CHABAD SCHOOLSUPPORTING ELEMENTARY SCHOOL EDUCATIONPUBLICLOS ANGELES, CA, US$4,000
Filing and Contact Details

Filer

Filer Name
The Dorothy Phillips Michaud
EIN
87-0778040
Phone
3239340200
Address
6310 SAN VICENTE BOULEVARD NO 250, LOS ANGELES, CA 90048

Signing Officer

Name
Frank Lee
Title
Trustee
Phone
3239340200
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Kales Accountancy Corp
Address
6310 SAN VICENTE BLVD SUITE 250, LOS ANGELES, CA 90048
Preparer
Sharon Parzanese
Phone
3239340200
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Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0FRANK LEE
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOEL LEVINE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0A CPA,AN OFFICER AND SHAREHOLDER OF SCHWARTZ KALES ACCOUNTANCY CORP. (SKAC), FRANK LEE IS A CO-TRUSTEE OF THE FOUNDATION AND WAS PAID ANNUAL COMPENSATION OF $35,000 FOR THE FISCAL YEAR ENDED 6/30/2020. THE COMPENSATION WAS PAID TO SKAC IN CONSIDERATION OF TRUSTEE SERVICES RENDERED, AND FOR ACCOUNTING, BOOKKEEPING AND TAX RETURNS PREPARATION.AN INDEPENDENT THIRD-PARTY CONSULTING FIRM WAS ENGAGED TO DETERMINE THE REASONABLENESS OF THE TRUSTEES' COMPENSATION. THEY CONCLUDED THAT THE FEES PAID TO THE CO-TRUSTEE ARE CONSIDERABLY LOWER THAN WHAT IS REGARDED AS "REASONABLE COMPENSATION UNDER THE CIRCUMSTANCES" PER CALIFORNIA PROBATE CODE SECTION 15681.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1JOEL LEVINE, ESQ WAS PAID ANNUAL COMPENSATION OF $35,000 FOR THE FISCAL YEAR ENDED 6/30/2020. THE COMPENSATION WAS PAID IN CONSIDERATION OF TRUSTEE SERVICES RENDERED.AN INDEPENDENT THIRD-PARTY CONSULTING FIRM WAS ENGAGED TO DETERMINE THE REASONABLENESS OF THE TRUSTEES' COMPENSATION. THEY CONCLUDED THAT THE FEES PAID TO THE CO-TRUSTEE ARE CONSIDERABLY LOWER THAN WHAT IS REGARDED AS "REASONABLE COMPENSATION UNDER THE CIRCUMSTANCES" PER CALIFORNIA PROBATE CODE SECTION 15681.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm533825 UMPQUA HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54750 VISA INC CL A (STOCK SPLIT - 3/19/15)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55875 WALT DISNEY CO HOLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm563250 DOUBLELINE INCOME SOLUTIONS FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571900 FIRST TRUST LOW DURATION OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581350 ISHARES MSCI SOUTH KOREA EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5950 ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60700 ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611850 SPDR DOUBLELINE TR TACT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm623000 SPDR DOUBLELINE TR TACT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm632100 SPDR DOUBLELINE TR TACT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641000 VANGUARD MID CAP VALUE EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65325 VANGUARD MID CAP VALUE EFT
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt098638
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0100734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0124250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT IN BLACKSTONE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0125877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0111428
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-76055
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02206
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037579
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037579
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt070000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0111428
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0111428
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-243554
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01581107
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02206
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02206
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-76055
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt070536
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01579
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02975
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02975
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06519
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0238035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0281133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0113634
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037579
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt038035
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt081133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0182062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11475100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-13439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-62616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-13439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-62616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0168623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11412484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY ST #6159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY LT #6159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-76055
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-243554
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08473
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04055516
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04290597
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04055516
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0238818
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0238818
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0238818
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0240229
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01411
IRS990PF/DistributableAmountGrp/TotalTaxAmt01411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01453
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt04699067
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04290597
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04055516
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04010386
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03458294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04095206
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt064638
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0124250
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0125877
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02916
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0116935
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0377250
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0377250
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04290597
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04058432
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04699067
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04290597
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04058432
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04290597
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04055516
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt098638
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt098638
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0100734
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04877737
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt099254
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04652606
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073166
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0125877
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0240229
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04804571
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04877737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt17.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt035000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt135000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK LEE CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOEL A LEVINE ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06310 SAN VICENTE BLVD STE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11875 CENTURY PARK EAST STE 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/ZIPCd090048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0241372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0242077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0239260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0236085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0249678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0243974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0245107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04804571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04883554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04987837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04731729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04636331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04953974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0238035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251191
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0238035
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0238035
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0238035
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

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,058,432
Liabilities
$2,916
Net assets
$4,055,516
Revenue
$37,579
Expenses
$281,133
Net income
-$243,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.13$0.14$3.00$0.15$0.33$0.18
2024Detailed filing. Detailed filing data is available for this year.$3.26$0.08$3.17$0.10$0.36$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.01$3.43$0.10$0.33$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.68$0.01$3.67$0.30$0.31$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.09$3.68$0.07$0.31$0.38
2020Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.04$0.28$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.21$0.29$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.43$0.31$0.12
2016Summary only. Only limited summary data is available for this year.$4.27$0.00$0.00$0.28$0.28
2015Summary only. Only limited summary data is available for this year.$4.55$0.00$0.63$0.27$0.35
2014Summary only. Only limited summary data is available for this year.$4.19$0.00$0.16$0.27$0.12
2013Summary only. Only limited summary data is available for this year.$4.30$0.00$0.15$0.27$0.13
2012Summary only. Only limited summary data is available for this year.$4.43$0.00$0.07$0.27$0.20