Civic Intelligence

The Held Foundation

990PF • Fiscal year 2018 • EIN 95-4016569

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization Profile
1880 Century Park EastLos Angeles, CA 90067

(310) 300-2200

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

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

Liabilities / Revenue

18th percentile

0.00x

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

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

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

65th percentile

5.3%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,364,269

Up $267,864 (+5.3%) from 2017

Net Assets

Up

$5,364,269

Up $267,864 (+5.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin86th percentile

Revenue

Down

$639,005

Down $202,691 (-24%) from 2017

Expenses

Up

$373,901

Up $87,072 (+30%) from 2017

Net Income

Down

$265,104

Down $289,763 (-52%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

2018

Assets$5,364,269
Liabilities$0
Net Assets$5,364,269
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

2018

Revenue$639,005
Expenses$373,901
Net Income$265,104
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PUBLIC CHARITYPCLos Angeles, CA, US$97,500
Paid Grant-PUBLIC CHARITYPCLOS ANGELES, CA, US$50,000
Paid Grant-PUBLIC CHARITYPCBEL AIR, CA, US$30,750
Paid Grant-PUBLIC CHARITYPCWASHINGTON, DC, US$30,000
Paid Grant-PUBLIC CHARITYPCDuarte, CA, US$20,000
Paid Grant-PUBLIC CHARITYPCReseda, CA, US$10,000
Paid Grant-PUBLIC CHARITYPCLOS ANGELES, CA, US$10,000
Paid Grant-PUBLIC CHARITYPCATLANTA, GA, US$4,000
Paid Grant-PUBLIC CHARITYPCLos Angeles, CA, US$3,000
Paid Grant-PUBLIC CHARITYPCSANTA MONICA, CA, US$2,100
Paid Grant-PUBLIC CHARITYPCLOS ANGELES, CA, US$1,500
Paid Grant-PUBLIC CHARITYPCAtlanta, GA, US$1,360
Paid Grant-PUBLIC CHARITYPCLOS ANGELES, CA, US$1,000
Paid Grant-PUBLIC CHARITYPCBELLFLOWER, CA, US$1,000
Paid Grant-PUBLIC CHARITYPCLOS ANGELES, CA, US$750
Paid Grant-PUBLIC CHARITYPCLOS ANGELES, CA, US$550
Paid Grant-PUBLIC CHARITYPCLOS ANGELES, CA, US$500
Paid Grant-PUBLIC CHARITYPCLOS ANGELES, CA, US$500
Paid Grant-PUBLIC CHARITYPCBEVERLY HILLS, CA, US$500
Paid Grant-PUBLIC CHARITYPCNEW YORK, NY, US$500
Paid Grant-PUBLIC CHARITYPCSACRAMENTO, CA, US$500
Paid Grant-PUBLIC CHARITYPCLOS ANGELES, CA, US$500
Paid Grant-PUBLIC CHARITYPCBEVERLY HILLS, CA, US$350
Paid Grant-PUBLIC CHARITYPCGARDENA, CA, US$120
Filing and Contact Details

Filer

Filer Name
The Held Foundation
EIN
95-4016569
Phone
3103002200
Address
1880 CENTURY PARK EAST, LOS ANGELES, CA 90067

Signing Officer

Name
Melissa Bordy
Title
Treasurer
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Gerber & Co Inc
Address
1880 CENTURY PARK EAST SUITE 200, LOS ANGELES, CA 90067-1602
Preparer
Moshe Y Graber
Phone
3105521600
Raw XML AppendixShowing 400 of 734 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERRILL LYNCH #02452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MERRILL LYNCH #02452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MERRILL LYNCH #02452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MERRILL LYNCH #02453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MERRILL LYNCH #02453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MERRILL LYNCH #02454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MERRILL LYNCH #02454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MERRILL LYNCH #02454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MERRILL LYNCH #02454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MERRILL LYNCH #02455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MERRILL LYNCH #02455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11MERRILL LYNCH #02648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MERRILL LYNCH #02649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MERRILL LYNCH #02649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MERRILL LYNCH #02914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MERRILL LYNCH #02914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16PUBLICLY TRADED SECURITIES-basis adjustm
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0134119
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0265104
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05482
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08242
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05369751
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05096405
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05364269
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0237866
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0237866
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0237866
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0242555
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04689
IRS990PF/DistributableAmountGrp/TotalTaxAmt04689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05003
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010003
IRS990PF/FMVAssetsEOYAmt05402868
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06829
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013699
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013699
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02250
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01700
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01700
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04393224
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04544257
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04582856
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05096405
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05364269
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0694102
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0804613
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0804613
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05096405
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05364269
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05402868
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05096405
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05364269
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05096405
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05364269
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04924974
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0794547
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04130427
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073875
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0242555
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04851099
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04924974
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MELISSA BORDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT HELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSEPH HELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01880 CENTURY PARK EAST 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11880 CENTURY PARK EAST 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21880 CENTURY PARK EAST 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290067
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0363493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0365838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0242845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0396339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0237564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0278900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0232999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.074930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.11162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.07369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04851099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04399218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03550797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03595557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03784755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03423027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0320980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.374652
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0320980
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0320980
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0320980
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01880 CENTURY PARK EAST 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MELISSA BORDY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03103002200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MELISSA BORDY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROBERT HELD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2JOSEPH HELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt297500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt330750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt830000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt102100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt174000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PUBLIC CHARITY

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,364,269
Liabilities
$0
Net assets
$5,364,269
Revenue
$639,005
Expenses
$373,901
Net income
$265,104
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