Civic Intelligence

Lela Beren Jacoby & Norman Jacoby Foundation

990PF • Fiscal year 2018 • EIN 95-4197993

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
13801 Ventura BlvdSherman Oaks, CA 91423

(818) 793-5700

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,482,247

Flat from 2018

Net Assets

Flat

$3,482,247

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$143,725

Flat from 2018

Expenses

Flat

$225,124

Flat from 2018

Net Income

Flat

-$81,399

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,812,446Liabilities 2011: $02011Assets 2012: $3,816,633Liabilities 2012: $02012Assets 2013: $3,783,155Liabilities 2013: $02013Assets 2014: $3,766,567Liabilities 2014: $02014Assets 2015: $3,705,187Liabilities 2015: $02015Assets 2016: $3,607,189Liabilities 2016: $0Net Assets 2016: $3,607,1892016Assets 2017: $3,563,646Liabilities 2017: $0Net Assets 2017: $3,563,6462017Assets 2018: $3,482,247Liabilities 2018: $0Net Assets 2018: $3,482,2472018Assets 2018: $3,482,247Liabilities 2018: $0Net Assets 2018: $3,482,2472018Assets 2019: $3,395,364Liabilities 2019: $0Net Assets 2019: $3,395,3642019Assets 2020: $3,442,898Liabilities 2020: $0Net Assets 2020: $3,442,8982020Assets 2021: $3,615,050Liabilities 2021: $0Net Assets 2021: $3,615,0502021Assets 2022: $3,370,588Liabilities 2022: $0Net Assets 2022: $3,370,5882022Assets 2023: $3,536,937Liabilities 2023: $0Net Assets 2023: $3,536,9372023Assets 2024: $3,544,690Liabilities 2024: $0Net Assets 2024: $3,544,6902024

Highlighted filing

2018

Assets$3,482,247
Liabilities$0
Net Assets$3,482,247
Open 2018 Filing

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $124,454Expenses 2011: $206,660Net Income 2011: -$82,2062011Revenue 2012: $204,722Expenses 2012: $200,535Net Income 2012: $4,1872012Revenue 2013: $208,668Expenses 2013: $242,146Net Income 2013: -$33,4782013Revenue 2014: $215,368Expenses 2014: $231,956Net Income 2014: -$16,5882014Revenue 2015: $177,339Expenses 2015: $238,719Net Income 2015: -$61,3802015Revenue 2016: $141,692Expenses 2016: $239,690Net Income 2016: -$97,9982016Revenue 2017: $222,308Expenses 2017: $256,398Net Income 2017: -$34,0902017Revenue 2018: $143,725Expenses 2018: $225,124Net Income 2018: -$81,3992018Revenue 2018: $143,725Expenses 2018: $225,124Net Income 2018: -$81,3992018Revenue 2019: $141,207Expenses 2019: $228,090Net Income 2019: -$86,8832019Revenue 2020: $310,838Expenses 2020: $263,304Net Income 2020: $47,5342020Revenue 2021: $435,018Expenses 2021: $262,866Net Income 2021: $172,1522021Revenue 2022: -$29,023Expenses 2022: $215,439Net Income 2022: -$244,4622022Revenue 2023: $338,648Expenses 2023: $416,964Net Income 2023: -$78,3162023Revenue 2024: $383,649Expenses 2024: $375,896Net Income 2024: $7,7532024

Highlighted filing

2018

Revenue$143,725
Expenses$225,124
Net Income-$81,399
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LELA BEREN JACOBYPresident-$0--
NORMAN JACOBYSec'Y/Treasurer-$0--
SUSAN JACOBY STERNDirector-$0--
TAREN JACOBY METSONDirector-$0--
JUDITH JACOBY CHIELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Norman and Lela Beren Jacoby
EIN
95-4197993
Phone
8187935700
Address
13801 VENTURA BLVD, SHERMAN OAKS, CA 91423

Signing Officer

Name
Norman Jacoby
Title
President
Phone
8187935700
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Power Twersky Derparseghian Llp
Address
13801 VENTURA BOULEVARD, SHERMAN OAKS, CA 91423
Preparer
Steven Twersky
Phone
8187935700
Raw XML AppendixShowing 400 of 809 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/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc08000 SHS ABBOTT LABORATORIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1970 SHS OAKMARK INTERNATIONAL-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2970 SHS OAKMARK INTERNATIONAL-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3696.055 SHS VANGUARD FIXED INCOME SECS FD SHORT TERN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41482.233 SHS VANGUARD FIXED INCOME SECS FD SHORT TERN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51762.633 ABERDEEN EMR MKTS-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63273.46 ABERDEEN EMR MKTS-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc725000 SHS GOLDMAN SACHS GP INC 2.9%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc819.912 SHS VANGUARD FIXED INCOME SEC FD SHORT TERN CORP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc93740.476 SHS VANGUARD FIXED INCOME SEC FD SHORT TERN CORP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc105803.178 SHS VANGUARD FIXED INCOME SEC FD SHORT TERN CORP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc115894.962 SHS VANGUARD INTER TERM CORP FD-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121745 SHS XTRACKERS MSCI EAFE HEDGED EQU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1357.289 SHS OAKMAR INTL INVESTOR CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141852.342 SHS OAKMAR INTL INVESTOR CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CITY NATIONAL ROCHDALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CITY NATIONAL ROCHDALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17BANK AMER CORP MTN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt050612
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-81399
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03482247
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03563646
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03482247
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0211323
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0211323
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0211323
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0213702
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02379
IRS990PF/DistributableAmountGrp/TotalTaxAmt02379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt04182750
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt04778
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt04579
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt04778
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt04778
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0994042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0914107
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0883196
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02017859
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01888936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02620350
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt010120
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt041145
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt039880
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt039880
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0448037
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0521939
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0521939
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03563646
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03482247
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt057984
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0112607
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0112607
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03563646
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03482247
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04182750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03563646
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03482247
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03563646
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03482247
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04339125
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt085295
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04253830
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt065087
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0213702
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04274038
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04339125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LELA BEREN JACOBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NORMAN JACOBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN JACOBY STERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TAREN JACOBY METSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JUDITH JACOBY CHIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC'Y/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt017501 MARGATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt117501 MARGATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt217501 MARGATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt317501 MARGATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt417501 MARGATE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd491316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0218506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0219695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0230689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0216296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0209680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0210810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0214051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04274038
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04312797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04149087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04218597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04313748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04162276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0200577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.255619
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0200577
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0200577

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Filings

Displayed year

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

Open filing
Assets
$3,482,247
Liabilities
$0
Net assets
$3,482,247
Revenue
$143,725
Expenses
$225,124
Net income
-$81,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.38$0.38$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.34$0.42$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.03$0.22$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.44$0.26$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.31$0.26$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.14$0.23$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.14$0.23$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.14$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.22$0.26$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.14$0.24$0.10
2015Summary only. Only limited summary data is available for this year.$3.71$0.00$0.18$0.24$0.06
2014Summary only. Only limited summary data is available for this year.$3.77$0.00$0.22$0.23$0.02
2013Summary only. Only limited summary data is available for this year.$3.78$0.00$0.21$0.24$0.03
2012Summary only. Only limited summary data is available for this year.$3.82$0.00$0.20$0.20$0.00
2011Summary only. Only limited summary data is available for this year.$3.81$0.00$0.12$0.21$0.08