Civic Intelligence

The Held Foundation

990PF • Fiscal year 2012 • EIN 95-4016569

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 13, 2013

1880 Century Park East90067
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,203,750

Up $541,869 (+20%) from 2011

Net Assets

Up

$3,203,750

Up $541,869 (+20%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$135,715

Down $94,557 (-41%) from 2011

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

2012

Assets$3,203,750
Liabilities$0
Net Assets$3,203,750

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

2012

Revenue-
Expenses$135,715
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 13, 2013
Return Version
2012v2.0
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 CHARITYPUBLICBEL AIR, CA, US$30,000
Paid Grant-PUBLIC CHARITYPUBLICLos Angeles, CA, US$10,750
Paid Grant-PUBLIC CHARITYPUBLICReseda, CA, US$8,250
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$5,000
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$5,000
Paid Grant-PUBLIC CHARITYPUBLICEVANSTON, IL, US$4,000
Paid Grant-SCHOLARSHIP GRANTN/AMANHATTAN BEACH, CA, US$2,500
Paid Grant-PUBLIC CHARITYPUBLICDENVER, CO, 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-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$1,500
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$1,500
Paid Grant-PUBLIC CHARITYPUBLICLos Angeles, CA, US$1,500
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$1,300
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$1,000
Paid Grant-PUBLIC CHARITYPUBLICBALTIMORE, MD, US$1,000
Paid Grant-PUBLIC CHARITYPUBLICBERKELEY, CA, US$1,000
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$1,000
Paid Grant-PUBLIC CHARITYPUBLICOAKLAND, CA, US$900
Paid Grant-PUBLIC CHARITYPUBLICNEW YORK, NY, US$750
Paid Grant-PUBLIC CHARITYPUBLICPHOENIX, AZ, US$750
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$750
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$600
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$600
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$500
Paid Grant-PUBLIC CHARITYPUBLICPORTLAND, OR, US$500
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 CHARITYPUBLICNEW YORK, NY, US$360
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$360
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$250
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$180
Paid Grant-PUBLIC CHARITYPUBLICLOS ANGELES, CA, US$180
Paid Grant-PUBLIC CHARITYPUBLICNORTH HOLLYWOOD, CA, US$90
Filing and Contact Details

Filer

EIN
95-4016569
Raw XML AppendixShowing 400 of 710 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/EOYBookValue094006
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0106923
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0MORGAN STANLEY - A/C 211 098223 912
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue018093
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1149519
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue250000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3198308
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4204443
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5529108
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV016890
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1140680
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV253040
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3201660
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4257764
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5547109
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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3MORGAN STANLEY - A/C 211 099568 912
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4MORGAN STANLEY - A/C 211 099569 912
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MORGAN STANLEY - A/C 211 098223 912
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal084032
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV095257
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0792114
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1172785
InvestmentsOtherSchedule2/InvestmentsOther/BookValue280336
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/EOYFMV0799946
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1184220
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2111091
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount089505
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount089339
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount047427
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode0900099
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount0-2428
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0226271
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount0-2428
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0223843
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm089339
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0101070
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss089505
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0520281
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01281177
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm047427
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss047427
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss089339
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0223843
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0-2428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0-2428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm011575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps020000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss031575
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm03000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm014645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0121070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0135715
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0223843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0655996
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm014645
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps020000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss034645
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0370887
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY094006
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0106923
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0571637
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01149471
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IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0400576
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY084032
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV095257
IRS990PF/BalanceSheets/InvestmentsOtherBOY0432133
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IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01095257
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY02661881
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0886648
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0831006
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IRS990PF/BalanceSheets/TotalAssetsBOY02661881
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV03345586
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02661881
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IRS990PF/BalanceSheets/TotalNetAssetsBOY02661881
IRS990PF/BalanceSheets/TotalNetAssetsEOY03203750
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome089339
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0520281
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases021588
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03203750
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02661881
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03203750
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0145256
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0145256
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0145256
IRS990PF/DistributableAmount/MinimumInvestmentReturn0149733
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04477
IRS990PF/DistributableAmount/TotalTax04477
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01804
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0281
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax04477
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01804
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension06000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments06281
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03345586
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03040263
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0638204
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02402059
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable045604
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0149733
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02994659
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03040263
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
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode290067
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct02925756
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.97624
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.09080
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.07699
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.42186
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear503.04490
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102443700
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201961838
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50161455
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome02238
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0121070
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10221894
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20151045
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30614642
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40243983
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50491614
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio04.88122
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0121070
IRS990PF/QualifyingDistributions/ExpensesAndContributions0121070
IRS990PF/QualifyingDistributions/QualifyingDistributions0121070
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
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SHEILA DRIVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1UNKNOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2WORLD COUNCIL OF SYNAGOGUES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3THE REGENTS OF THE UC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4PHI BETTA KAPPA SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5NATIONAL MULTIPLE SCLEROSIS SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6MARLBOROUGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7LOS ANGELES REGIONAL FOOD BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8LOS ANGELES HOLOCAUST MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9HIRSHBERG FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10HAND IN HAND SCHOOL PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11FIRST DESCENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12CROHN'S AND COLITIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName13CEDAR SINAI BOARD OF GOVERNORS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName14THE BREED STREET SHUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName15BEIT T'SHUVAH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName16USC MARSHALL SCHOOL OF BUSINESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName17THE JUDY FUNDALZHEIMER'S ASSOCIATIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName18TGEN FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName19SOVA OF JEWISH FAMILY SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName20OUR HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName21NORTHWESTERN UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName22THE LEUKEMIA LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName23THE JOHNS HOPKINS UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName24HASS SCHOOL OF BUSINESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName25MATTEL CHILDREN'S HOSPITAL UCLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName26CAMP RONALD McDONALD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName27UCLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName28JUNIOR BLIND OF AMERICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName29AMERICAN JEWISH UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName30TIMOTHY RAUSCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName31LISA CHAPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName32JOSH ROBERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName33MONICA LOPEZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName34HEATHER MEHL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName35The Jewish Federation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName36Sinai Temple
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName37Jewish Home for the Aging
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName38USC Hillel
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/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