Civic Intelligence

The Held Foundation

990PF • Fiscal year 2011 • EIN 95-4016569

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 07, 2012

1880 Century Park East90067
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

74th percentile

8.7%

Faster asset growth than 74% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$2,661,881

Up $212,262 (+8.7%) from 2010

Net Assets

Up

$2,661,881

Up $212,262 (+8.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$230,272

Up $78,120 (+51%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,449,619Liabilities 2010: $0Net Assets 2010: $2,449,6192010Assets 2011: $2,661,881Liabilities 2011: $0Net Assets 2011: $2,661,8812011Assets 2012: $3,203,750Liabilities 2012: $0Net Assets 2012: $3,203,7502012Assets 2013: $3,642,063Liabilities 2013: $0Net Assets 2013: $3,642,0632013Assets 2014: $3,901,700Liabilities 2014: $0Net Assets 2014: $3,901,7002014Assets 2015: $4,315,728Liabilities 2015: $0Net Assets 2015: $4,315,7282015Assets 2016: $4,532,284Liabilities 2016: $0Net Assets 2016: $4,532,2842016Assets 2017: $5,096,405Liabilities 2017: $0Net Assets 2017: $5,096,4052017Assets 2018: $5,364,269Liabilities 2018: $0Net Assets 2018: $5,364,2692018Assets 2019: $5,714,054Liabilities 2019: $0Net Assets 2019: $5,714,0542019Assets 2020: $5,864,924Liabilities 2020: $0Net Assets 2020: $5,864,9242020Assets 2021: $6,905,930Liabilities 2021: $0Net Assets 2021: $6,905,9302021Assets 2022: $7,095,266Liabilities 2022: $0Net Assets 2022: $7,095,2662022Assets 2023: $6,527,782Liabilities 2023: $0Net Assets 2023: $6,527,7822023Assets 2024: $7,008,101Liabilities 2024: $0Net Assets 2024: $7,008,1012024

Highlighted filing

2011

Assets$2,661,881
Liabilities$0
Net Assets$2,661,881

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $152,1522010Expenses 2011: $230,2722011Expenses 2012: $135,7152012Revenue 2013: $705,132Expenses 2013: $267,055Net Income 2013: $438,0772013Revenue 2014: $598,723Expenses 2014: $323,903Net Income 2014: $274,8202014Revenue 2015: $664,812Expenses 2015: $268,710Net Income 2015: $396,1022015Revenue 2016: $632,573Expenses 2016: $430,791Net Income 2016: $201,7822016Revenue 2017: $841,696Expenses 2017: $286,829Net Income 2017: $554,8672017Revenue 2018: $639,005Expenses 2018: $373,901Net Income 2018: $265,1042018Revenue 2019: $790,841Expenses 2019: $457,478Net Income 2019: $333,3632019Revenue 2020: $652,059Expenses 2020: $513,032Net Income 2020: $139,0272020Revenue 2021: $1,215,116Expenses 2021: $182,405Net Income 2021: $1,032,7112021Revenue 2022: $595,463Expenses 2022: $426,502Net Income 2022: $168,9612022Revenue 2023: -$281,778Expenses 2023: $303,490Net Income 2023: -$585,2682023Revenue 2024: $709,400Expenses 2024: $233,150Net Income 2024: $476,2502024

Highlighted filing

2011

Revenue-
Expenses$230,272
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 7, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH HELDTrustee-$0--
ROBERT HELDTrustee-$0--
MELISSA BORDYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PUBLIC CHARITYPUBLICLos Angeles, CA, US$80,000
Paid Grant-PUBLIC CHARITYPUBLICReseda, CA, US$35,000
Paid Grant-PUBLIC CHARITYPUBLICBEL AIR, CA, US$30,000
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$5,000
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$5,000
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$4,500
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$4,000
Paid Grant-PUBLIC CHARITYPUBLICEVANSTON, IL, US$3,000
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/AMANHATTAN BEACH, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/AVAN NUYS, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/ALOS ANGELES, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/ALOS ANGELES, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/AMANHATTAN BEACH, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/ASANTA MONICA, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/ALOS ANGELES, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/AEL MONTE, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/APASADENA, CA, US$2,500
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/ATORRANCE, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/ALOS ANGELES, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/ASANTA MONICA, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/ALOS ANGELES, CA, US$2,500
Paid Grant-SCHOLARSHIP GRANTN/AWEST HOLLYWOOD, CA, US$2,500
Paid Grant-PUBLIC CHARITYPUBLICBALTIMORE, MD, US$2,000
Paid Grant-PUBLIC CHARITYPUBLIC33 BEER SHEVA, IS$1,000
Paid Grant-PUBLIC CHARITYPUBLICBERKELEY, CA, US$1,000
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$1,000
Paid Grant-PUBLIC CHARITYPUBLICRANCHO MIRAGE, CA, US$500
Paid Grant-PUBLIC CHARITYPUBLICVAN NUYS, CA, US$500
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$500
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$500
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$500
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$500
Paid Grant-PUBLIC CHARITYPUBLICLos Angeles, CA, US$500
Paid Grant-PUBLIC CHARITYPUBLICLos Angeles, CA, US$500
Paid Grant-PUBLIC CHARITYPUBLICPHOENIX, AZ, US$250
Paid Grant-PUBLIC CHARITYPUBLICSAN FRANCISCO, CA, US$250
Paid Grant-PUBLIC CHARITYPUBLICSOUTH GATE, CA, US$250
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$200
Filing and Contact Details

Filer

EIN
95-4016569
Raw XML AppendixShowing 400 of 702 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
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0370887
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0374088
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0MORGAN STANLEY - A/C 211 098223 912
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0118054
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue193594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2359989
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0154189
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1102056
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2408965
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MORGAN STANLEY - A/C 211 099568 912
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1MORGAN STANLEY - A/C 211 099569 912
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2MORGAN STANLEY - A/C 211 098223 912
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal0294818
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV0310792
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0105758
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0117609
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0219578
InvestmentsOtherSchedule2/InvestmentsOther/BookValue197785
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2114770
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MORGAN STANLEY - A/C 211 099569 912
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MORGAN STANLEY - A/C 211 098223 912
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2INVESTMENTS IN PARTNERSHIPS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0210294
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV199080
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2130970
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount044983
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount018780
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount058997
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode0900099
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount0-4809
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0122760
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount0-4809
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0117951
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm018780
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0216450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0216450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0375000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm044983
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss044983
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0262679
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0632692
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm058997
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss058997
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss018780
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0117951
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm0280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0-4809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0-4809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm06051
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps05444
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss011495
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm02047
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm08378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0221894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0230272
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0117951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0492951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm08378
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps05444
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss013822
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0448652
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0370887
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0374088
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0152851
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0571637
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0665210
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0464506
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0400576
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0428401
IRS990PF/BalanceSheets/InvestmentsOtherBOY0401101
IRS990PF/BalanceSheets/InvestmentsOtherEOY0432133
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0440344
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY02449619
IRS990PF/BalanceSheets/RetainedEarningsEOY02661881
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0982509
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0886648
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0886648
IRS990PF/BalanceSheets/TotalAssetsBOY02449619
IRS990PF/BalanceSheets/TotalAssetsEOY02661881
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02794691
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02449619
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02661881
IRS990PF/BalanceSheets/TotalNetAssetsBOY02449619
IRS990PF/BalanceSheets/TotalNetAssetsEOY02661881
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome018780
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0262679
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases050417
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02712298
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02449619
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02661881
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0119826
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0119826
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0119826
IRS990PF/DistributableAmount/MinimumInvestmentReturn0122185
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02359
IRS990PF/DistributableAmount/TotalTax02359
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0281
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01040
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02359
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0281
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02359
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02359
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension01600
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02640
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02794691
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02480914
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0769840
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01711074
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable037214
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0122185
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02443700
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02480914
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOSEPH HELD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERT HELD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MELISSA BORDY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101880 CENTURY PARK EAST 500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111880 CENTURY PARK EAST 500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121880 CENTURY PARK EAST 500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode090067
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode190067
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode290067
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets02841344
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio01.16272
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.07699
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.42186
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear301.24667
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear403.04490
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear501.02319
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02443700
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101961838
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201456993
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30195708
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40161455
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50297586
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01180
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0221894
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10151045
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20614642
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30243983
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40491614
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50304488
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio05.81361
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0221894
IRS990PF/QualifyingDistributions/ExpensesAndContributions0221894
IRS990PF/QualifyingDistributions/QualifyingDistributions0221894
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MELISSA BORDY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03103002200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101880 CENTURY PARK EAST 500
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LOS ANGELES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode090067
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0true
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2TGEN FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3SOVA OF JEWISH FAMILY SERVICES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5SAN FRANCISCO GENERAL HOSPITAL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7NORTHWESTERN UNIVERSITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9THE LEUKEMIA LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10THE JOHNS HOPKINS UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11HASS SCHOOL OF BUSINESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12HAROLD ROBINSON FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName13FRIENDSHIP CIRCLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName14MATTEL CHILDREN'S HOSPITAL UCLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName15FLORENCE BERNIE ROTH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName16CAMP RONALD McDONALD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName17AMERICAN FRIENDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName18SHEILA SUE LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName19LILIAN MONTAGNINO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName20THERESE MENEZ OFFER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName21UCLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName22JUNIOR BLIND OF AMERICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName23AMERICAN JEWISH UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName24AMBER S D NIELSEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName25TIMOTHY RAUSCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName26LISA CHAPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName27JOSH ROBERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName28MONICA LOPEZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName29HEATHER MEHL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName30WINDWARD SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName31ELIZABETH PLACEK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName32EMY CHAI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName33ANNIE FINCK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName34KYMBERLY K AOKI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName35CORINA RICO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName36The Jewish Federation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName37Sinai Temple
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName38Jewish Home for the Aging
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName39USC Hillel
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.71$0.23$0.48
2023Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.28$0.30$0.59
2022Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.60$0.43$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$1.22$0.18$1.03
2020Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.65$0.51$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.79$0.46$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.64$0.37$0.27
2017Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.84$0.29$0.55
2016Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.63$0.43$0.20
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.66$0.27$0.40
2014Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.60$0.32$0.27
2013Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.71$0.27$0.44
2012Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.23
2010Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.15