Civic Intelligence

Harry & Yvonne Lenart Charitable

EIN 95-3905760 • Santa Monica, CA

3029 Wilshire Blvd 200 200Santa Monica, CA 90403
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 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

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 2025

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

73rd percentile

34%

Faster revenue growth than 73% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,520,796

Up $36,266 (+1.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,520,796

Up $36,266 (+1.5%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin63rd percentile

Revenue

Up

$272,643

Up $69,585 (+34%) from 2024

Expenses

Down

$234,367

Down $157,128 (-40%) from 2024

Net Income

Up

$38,276

Up $226,713 (+120%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $702,525Liabilities 2010: $0Net Assets 2010: $702,5252010Assets 2011: $2,198,491Liabilities 2011: $02011Assets 2012: $2,755,347Liabilities 2012: $0Net Assets 2012: $2,755,3472012Assets 2013: $2,758,460Liabilities 2013: $0Net Assets 2013: $2,758,4602013Assets 2014: $2,839,319Liabilities 2014: $0Net Assets 2014: $2,839,3192014Assets 2015: $2,907,362Liabilities 2015: $0Net Assets 2015: $2,907,3622015Assets 2016: $2,851,628Liabilities 2016: $0Net Assets 2016: $2,851,6282016Assets 2017: $2,778,352Liabilities 2017: $0Net Assets 2017: $2,778,3522017Assets 2018: $3,231,541Liabilities 2018: $0Net Assets 2018: $3,231,5412018Assets 2019: $3,209,174Liabilities 2019: $0Net Assets 2019: $3,209,1742019Assets 2020: $2,926,810Liabilities 2020: $0Net Assets 2020: $2,926,8102020Assets 2021: $2,917,703Liabilities 2021: $0Net Assets 2021: $2,917,7032021Assets 2022: $2,773,331Liabilities 2022: $0Net Assets 2022: $2,773,3312022Assets 2023: $2,668,282Liabilities 2023: $0Net Assets 2023: $2,668,2822023Assets 2024: $2,484,530Liabilities 2024: $0Net Assets 2024: $2,484,5302024Assets 2025: $2,520,796Liabilities 2025: $0Net Assets 2025: $2,520,7962025

Highlighted filing

2025

Assets$2,520,796
Liabilities$0
Net Assets$2,520,796
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $157,8082010Revenue 2011: $1,512,097Expenses 2011: $16,131Net Income 2011: $1,495,9662011Expenses 2012: $54,8752012Expenses 2013: $145,9812013Revenue 2014: $266,746Expenses 2014: $185,887Net Income 2014: $80,8592014Revenue 2015: $284,238Expenses 2015: $216,195Net Income 2015: $68,0432015Revenue 2016: $150,028Expenses 2016: $205,762Net Income 2016: -$55,7342016Revenue 2017: $148,161Expenses 2017: $221,437Net Income 2017: -$73,2762017Revenue 2018: $685,334Expenses 2018: $230,499Net Income 2018: $454,8352018Revenue 2019: $198,439Expenses 2019: $223,260Net Income 2019: -$24,8212019Revenue 2020: $85,680Expenses 2020: $368,044Net Income 2020: -$282,3642020Revenue 2021: $332,909Expenses 2021: $342,016Net Income 2021: -$9,1072021Revenue 2022: $216,966Expenses 2022: $361,338Net Income 2022: -$144,3722022Revenue 2023: $273,340Expenses 2023: $349,753Net Income 2023: -$76,4132023Revenue 2024: $203,058Expenses 2024: $391,495Net Income 2024: -$188,4372024Revenue 2025: $272,643Expenses 2025: $234,367Net Income 2025: $38,2762025

Highlighted filing

2025

Revenue$272,643
Expenses$234,367
Net Income$38,276
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,520,796
Liabilities
$0
Net assets
$2,520,796
Revenue
$272,643
Expenses
$234,367
Net income
$38,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.27$0.23$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.20$0.39$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.27$0.35$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.22$0.36$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.33$0.34$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.09$0.37$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.20$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.69$0.23$0.45
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.15$0.22$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.15$0.21$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.28$0.22$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.27$0.19$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.15
2012Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.05
2011Summary only. Only limited summary data is available for this year.$2.20$0.00$1.51$0.02$1.50
2010Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 11, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT H GIVENCo-Trustee-$0--
STANFORD RUBINCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantARTHRITIS FOUNDATIONMEDICAL RESEARCHPUBLIC CHARITYLOS ANGELES, CA, US$50,000
Paid GrantTALENT MAKER CITYCOMMUNITY SERVICEPUBLIC CHARITYTALEN, OR, US$22,695
Paid GrantSKIRBALL CULTURAL CENTERCOMMUNITY SERVICEPUBLIC CHARITYLOS ANGELES, CA, US$10,000
Paid GrantMACULAR DEGENERATION RESEARCHMEDICAL RESEARCHPUBLIC CHARITYCLARKSBURG, MD, US$10,000
Paid GrantAUTOIMMUNE ENCEPHALITIS ALLIANCEMEDICAL RESEARCHPUBLIC CHARITYDURHAM, NC, US$10,000
Paid GrantJVS SOCAL WOMEN'S LEADERSHIP NETWORKGENERAL SUPPORTPUBLIC CHARITYLOS ANGELES, CA, US$10,000
Paid GrantPLANNED PARENTHOOD LAMEDICAL RESEARCHPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantMILKEN COMMUNITY SCHOOLGENERAL SUPPORTPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantRESCUE RANCHCOMMUNITY SERVICEPUBLIC CHARITYYREKA, CA, US$5,000
Paid GrantPOLLINATOR PROJECT ROGUE VALLEYCOMMUNITY SERVICEPUBLIC CHARITYPHOENIX, OR, US$5,000
Paid GrantCOMMUNITY WORKSCOMMUNITY SERVICEPUBLIC CHARITYMEDFORD, OR, US$5,000
Paid GrantBRENNAN CENTER FOR JUSTICECOMMUNITY SERVICEPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantSHEBA MEDICAL CENTERCOMMUNITY SERVICEPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantSANTA MONICA EDUCATION FOUNDATIONCOMMUNITY SERVICEPUBLIC CHARITYSANTA MONICA, CA, US$3,000
Paid GrantSOUTHERN POVERTY LAW CENTERCOMMUNITY SERVICEPUBLIC CHARITYMONTGOMERY, AL, US$2,500
Paid GrantPEOPLE FOR THE AMERICAN WAY FOUNDATIONCOMMUNITY SERVICEPUBLIC CHARITYWASHINGTON, DC, US$2,500
Paid GrantWAYFINDER FAMILY SERVICESCOMMUNITY SERVICEPUBLIC CHARITYLOS ANGELES, CA, US$2,500
Paid GrantMERCY SHIPSCOMMUNITY SERVICEPUBLIC CHARITYGARDEN VALLEY, TX, US$2,000
Paid GrantASPCAGENERAL SUPPORTPUBLIC CHARITYLOS ANGELES, CA, US$2,000
Paid GrantPBS SOCALGENERAL SUPPORTPUBLIC CHARITYWHITTIER, CA, US$1,000
Paid GrantIMBCRMEDICAL RESEARCHPUBLIC CHARITYWEST HOLLYWOOD, CA, US$1,000
Paid GrantBY GRACE TRUSTCOMMUNITY SERVICEPUBLIC CHARITYLA MIRADA, CA, US$1,000
Paid GrantAMERICANS UNITEDCOMMUNITY SERVICEPUBLIC CHARITYWASHINGTON, DC, US$1,000
Paid GrantUSA FOR UNHCRGENERAL SUPPORTPUBLIC CHARITYWASHINGTON, DC, US$1,000
Filing and Contact Details

Filer

Filer Name
Harry & Yvonne Lenart Charitable
EIN
95-3905760
Phone
3108287547
Address
3029 WILSHIRE BLVD 200 200, SANTA MONICA, CA 90403

Signing Officer

Name
Robert H Given
Title
Trustee
Phone
3108287547
Signed
2026-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Given & Company Inc
Address
3029 WILSHIRE BLVD STE 200, SANTA MONICA, CA 90403
Preparer
Peter Goldberg
Phone
3108287547
Raw XML AppendixShowing 400 of 746 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/Amt029224
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0GIVEN & COMPANY
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt014612
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt014612
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF PART VIII PAGE 6 LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0REPORTABLE SERVICES PROVIDED TO THE FOUNDATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION PAID GIVEN & COMPANY, INC, THE SUM OF $29,224 FOR VARIOUS ACCOUNTING SERVICES PERFORMED BY ITS EMPLOYEES. THESE SERVICES INCLUDED TAX PREPARATION, BOOKKEEPING, AND OTHER TRUST ADMINISTRATIVE FUNCTIONS. ROBERT H. GIVEN, A TRUSTEE OF THE FOUNDATION, IS AN EMPLOYEE OF GIVEN & COMPANY AND AS AN EMPLOYEE RECEIVED COMPENSATION FOR HIS SERVICES. THE FOUNDATION PAID LOEB & LOEB, A LIMITED LIABILITY COMPANY, THE SUM OF $19,248 FOR VARIOUS SERVICES TO THE FOUNDATION. THESE SERVICES INCLUDED LEGAL AND TRUST ADMINISTRATIVE FUNCTIONS FOR THE FOUNDATION. STANFORD K. RUBIN, A TRUSTEE OF THE FOUNDATION, IS A PARTNER OF LOEB & LOEB, LLP AND AS SUCH RECEIVED COMPENSATION BY LOEB & LOEB, LLP FOR HIS SERVICES. NO COMPENSATION WAS DIRECTLY PAID BY THE FOUNDATION TO ROBERT H. GIVEN OR STANFORD K. RUBIN IN THEIR CAPACITY AS TRUSTEES OR OFFICERS OF THE FOUNDATION.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt459649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt626551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt78152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt922046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1015824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1127085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1231011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1317973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt166145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1724143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt181242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1925059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2017216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2116737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2230340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt238141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2528171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt269855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2710470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2817577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt297190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt305705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt317165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3236687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt337770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3418214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt357738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3677639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3715559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3816796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3911759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4013239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt418813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4211997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4330829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4416314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt453748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4614901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt476744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4812505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49133902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt506250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5131972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt529641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5317443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt544493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5522584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5629743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2196911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt498807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt525750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt628220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7178241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt833883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt925795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1047760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1167632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1246768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1317858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1446184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1525668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1655538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1723614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt186939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1932633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2020182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2116448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2231570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2329834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2442545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2528034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2685166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2716179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2823750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2914976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3062569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3116714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3258750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33165744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3431328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3521326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36213634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3714802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3834117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3921768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4041442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4112467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4217035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4329625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4410483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4529101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4643088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4744306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4834530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49150124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt507691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5137206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5259742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5356168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5410974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5537408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5629757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN WTR WKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ASML HOLDING NV SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BERKSHIRE HATHAWAY INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DISNEY WALT COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EQUINIX INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HCA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25IRON MOUNTAIN INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27KIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NVIDA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PARKER HANNFIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40QUANTA SERCIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42S & P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SALESFORCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45THERMO FISHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VANGUARD VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VERTEX PARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LILLY ELI & CO
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0856774
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0839529
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt022427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt260950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3115564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALAMEDA CORRIDOR TRANSIT AUTH CA SER C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GNMA POOL #439040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD MID-CAP VALUE INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD SMALL-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt021162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt275069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3116969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt077183
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0195460
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0272643
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0272643
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt014612
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt014612
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt029224
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0195460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0167195
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0167195
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt076817
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt077183
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt038276
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01069292
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt09624
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt09624
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt019248
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0195460
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0233416
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014321
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014396
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0304
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0191506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt038861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0234367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0272277
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0272643
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024311
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt038861
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt067172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0203351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1336500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2295478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt338503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1216640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-20572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1216640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-20572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0202921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1553140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2274906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt338325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CNAM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CNAM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CALDWELL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CALDWELL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0195460
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt038276
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02010
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02522806
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02484530
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02520796
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0191306
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0191306
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0191306
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0194550
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03244
IRS990PF/DistributableAmountGrp/TotalTaxAmt03244
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03244
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03244
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03244
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06017
IRS990PF/FMVAssetsEOYAmt04071206
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05454
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01149829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01067698
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02621094
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0105000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03887
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0126967
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0199002
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0213261
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02484530
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02520796
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0368514
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0397322
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0397322
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02484530
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02520796
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04071206
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02484530
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02520796
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02484530
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02520796
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0724879
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0856774
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0839529
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03950252
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0274613
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03675639
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt059254
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0194550
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03890998
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03950252
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
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/PersonNm0ROBERT H GIVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STANFORD RUBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03029 WILSHIRE BLVD SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110100 SANTA MONICA BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0191506
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0191506
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/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/IndividualWithBooksNm0ROBERT H GIVEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03029 WILSHIRE BLVD SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA MONICA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.