Civic Intelligence

David and Sylvia Weisz Family Foundation

990PF • Fiscal year 2018 • EIN 91-2172529

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
1888 Century Park East No 900Los Angeles, CA 90067

(310) 284-8856

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

53rd percentile

0.15x

Higher debt load relative to revenue than 53% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

32nd percentile

$20,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

47th percentile

0.7%

Faster asset growth than 47% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

56%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$8,498,914

Up $62,156 (+0.7%) from 2017

Net Assets

Up

$8,428,821

Up $50,186 (+0.6%) from 2017

Liabilities

Up

$70,093

Up $11,970 (+21%) from 2017

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin64th percentile

Revenue

Up

$482,778

Up $174,122 (+56%) from 2017

Expenses

Down

$432,592

Down $275,629 (-39%) from 2017

Net Income

Up

$50,186

Up $449,751 (+113%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,426,145Liabilities 2010: $71,150Net Assets 2010: $9,354,9952010Assets 2011: $8,242,941Liabilities 2011: $27,000Net Assets 2011: $8,215,9412011Assets 2012: $7,800,595Liabilities 2012: $33,095Net Assets 2012: $7,767,5002012Assets 2013: $7,527,192Liabilities 2013: $20,000Net Assets 2013: $7,507,1922013Assets 2014: $7,178,488Liabilities 2014: $23,000Net Assets 2014: $7,155,4882014Assets 2015: $10,013,789Liabilities 2015: $28,368Net Assets 2015: $9,985,4212015Assets 2016: $8,825,340Liabilities 2016: $47,140Net Assets 2016: $8,778,2002016Assets 2017: $8,436,758Liabilities 2017: $58,123Net Assets 2017: $8,378,6352017Assets 2018: $8,498,914Liabilities 2018: $70,093Net Assets 2018: $8,428,8212018Assets 2019: $7,963,457Liabilities 2019: $148Net Assets 2019: $7,963,3092019Assets 2020: $7,698,288Liabilities 2020: $10,280Net Assets 2020: $7,688,0082020Assets 2021: $7,350,780Liabilities 2021: $6,613Net Assets 2021: $7,344,1672021Assets 2022: $7,255,233Liabilities 2022: $332Net Assets 2022: $7,254,9012022Assets 2023: $6,914,170Liabilities 2023: $6,551Net Assets 2023: $6,907,6192023Assets 2024: $6,826,224Liabilities 2024: $4,496Net Assets 2024: $6,821,7282024

Highlighted filing

2018

Assets$8,498,914
Liabilities$70,093
Net Assets$8,428,821
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $875,2932010Expenses 2011: $891,3122011Expenses 2012: $911,0702012Revenue 2013: $822,019Expenses 2013: $1,082,327Net Income 2013: -$260,3082013Revenue 2014: $577,728Expenses 2014: $929,432Net Income 2014: -$351,7042014Revenue 2015: $3,694,062Expenses 2015: $864,129Net Income 2015: $2,829,9332015Revenue 2016: -$434,602Expenses 2016: $772,619Net Income 2016: -$1,207,2212016Revenue 2017: $308,656Expenses 2017: $708,221Net Income 2017: -$399,5652017Revenue 2018: $482,778Expenses 2018: $432,592Net Income 2018: $50,1862018Revenue 2019: $264,980Expenses 2019: $730,492Net Income 2019: -$465,5122019Revenue 2020: $307,939Expenses 2020: $583,240Net Income 2020: -$275,3012020Revenue 2021: $241,963Expenses 2021: $585,804Net Income 2021: -$343,8412021Revenue 2022: $528,874Expenses 2022: $618,140Net Income 2022: -$89,2662022Revenue 2023: $267,447Expenses 2023: $614,729Net Income 2023: -$347,2822023Revenue 2024: $542,040Expenses 2024: $627,931Net Income 2024: -$85,8912024

Highlighted filing

2018

Revenue$482,778
Expenses$432,592
Net Income$50,186
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAREY PEARLMANSecretaryPT$20,000-$20,000
JEREMY IRELANDAssist SecretaryPT$20,000-$20,000
JOHN CARROLLDirectorPT$20,000-$20,000
JENNIFER CARROLLDirectorPT$20,000-$20,000
JAY H GRODINVP & Treasurer-$0--
JUDITH CARROLLVice President-$0--
KATHERINE IRELANDVice President-$0--
Filing and Contact Details

Filer

Filer Name
David & Sylvia Weisz Foundation
EIN
91-2172529
Phone
3102848856
Address
1888 CENTURY PARK EAST NO 900, LOS ANGELES, CA 90067

Signing Officer

Name
Jay Grodin
Title
President
Phone
3102848856
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Gursey Schneider Llp
Address
1888 CENTURY PARK EAST SUITE 900, LOS ANGELES, CA 90067-1735
Preparer
Naz Afshar
Phone
3105520960
Raw XML AppendixShowing 400 of 1,456 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-4485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-19460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt215506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22212405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2734557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt315000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt519854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt619866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt720000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt820195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt924726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1024878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1124980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1330000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1445000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1549980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1652934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17124980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18124980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19196021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20199495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21230154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221133265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2734557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc058.57 UNIT DUGG GE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110.640 UNIT DUGG GE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2185.220UNIT FT MLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc315,000 AMERICAN EXPRESS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc415,000 BNP PARIBAS MEDI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc520,000 APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc620,000 US TREASUR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc720,000 TORONTO DOMINI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820,000 GENERAL ELECTRIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc925,000 US TREASUR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1025,000 SHELL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112,194.9080 OSTERWEIS STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1225,000 CATERPILLAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1330,000 ROYAL BK CDA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1445,000 NC TPCK AUH 4.9%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc154,725.8980 DOUBLELINE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc166,141.37 MAINGATE MLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc176.012.5060 LEUTHOLD CORE INV.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1810,080.6450 PIMCO INCM INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1918,864.5140 PIMCO REAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2023,145.111 MAINGATE MLP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2120,792.5920 OSTERWEIS STRATEGIC INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22MORGAN STANLEY #1859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23US TREASURY DUE 06/21/18 (CS #9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24US TREASURY DUE 12/06/18 (CS #9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25US TREASURY DUE 07/26/18 (CS #9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26US TREASURY DUE 08/30/18 (CS #9746)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252018-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262018-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0244894
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt050186
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08428821
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08378635
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08428821
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0429188
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0429188
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0429188
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0436616
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07428
IRS990PF/DistributableAmountGrp/TotalTaxAmt07428
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07428
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07428
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07428
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06271
IRS990PF/FMVAssetsEOYAmt08018742
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08378635
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08428821
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029574
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt032538
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt032538
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0457599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0438186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0432766
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05293699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05112555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04928745
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01340679
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01601900
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01303487
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt058123
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt070093
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0641330
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0447737
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0447737
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08436758
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08498914
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08018742
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt058123
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt070093
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08436758
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08498914
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08378635
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08428821
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0673877
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0865998
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0873469
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08865303
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0595559
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08269744
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0132980
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0436616
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08732323
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08865303
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt420000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt520000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt620000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAY H GRODIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH CARROLL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHERINE IRELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CAREY PEARLMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JEREMY IRELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JOHN CARROLL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JENNIFER CARROLL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4ASSIST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01888 CENTURY PARK EAST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11888 CENTURY PARK EAST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21888 CENTURY PARK EAST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31888 CENTURY PARK EAST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41888 CENTURY PARK EAST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51888 CENTURY PARK EAST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61888 CENTURY PARK EAST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES

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Filings

Displayed year

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

Open filing
Assets
$8,498,914
Liabilities
$70,093
Net assets
$8,428,821
Revenue
$482,778
Expenses
$432,592
Net income
$50,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.82$0.54$0.63$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.91$0.01$6.91$0.27$0.61$0.35
2022Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.25$0.53$0.62$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.35$0.01$7.34$0.24$0.59$0.34
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.01$7.69$0.31$0.58$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.26$0.73$0.47
2018Detailed filing. Detailed filing data is available for this year.$8.50$0.07$8.43$0.48$0.43$0.05
2017Detailed filing. Detailed filing data is available for this year.$8.44$0.06$8.38$0.31$0.71$0.40
2016Detailed filing. Detailed filing data is available for this year.$8.83$0.05$8.78$0.43$0.77$1.21
2015Detailed filing. Detailed filing data is available for this year.$10.0$0.03$9.99$3.69$0.86$2.83
2014Detailed filing. Detailed filing data is available for this year.$7.18$0.02$7.16$0.58$0.93$0.35
2013Detailed filing. Detailed filing data is available for this year.$7.53$0.02$7.51$0.82$1.08$0.26
2012Detailed filing. Detailed filing data is available for this year.$7.80$0.03$7.77$0.91
2011Detailed filing. Detailed filing data is available for this year.$8.24$0.03$8.22$0.89
2010Detailed filing. Detailed filing data is available for this year.$9.43$0.07$9.35$0.88