Civic Intelligence

Richard and Ruth Lavine Family Foundation

990PF • Fiscal year 2020 • EIN 95-4300271

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 23, 2020

Organization Profile
11075 Santa Monica Boulevard No 1Los Angeles, CA 90025

(310) 446-4820

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

13th percentile

-49%

Higher net margin than 13% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$20,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

22nd percentile

-3.3%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,909,664

Down $100,527 (-3.3%) from 2019

Net Assets

Down

$2,909,664

Down $100,527 (-3.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin13th percentile

Revenue

Down

$208,697

Down $98,389 (-32%) from 2019

Expenses

Down

$311,724

Down $39,573 (-11%) from 2019

Net Income

Down

-$103,027

Down $58,816 (-133%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,813,252Liabilities 2011: $0Net Assets 2011: $2,813,2522011Assets 2012: $2,647,452Liabilities 2012: $0Net Assets 2012: $2,647,4522012Assets 2013: $2,645,370Liabilities 2013: $0Net Assets 2013: $2,645,3702013Assets 2014: $2,735,474Liabilities 2014: $12014Assets 2015: $2,846,484Liabilities 2015: $0Net Assets 2015: $2,846,4842015Assets 2016: $2,947,562Liabilities 2016: $12016Assets 2017: $3,012,498Liabilities 2017: $0Net Assets 2017: $3,012,4982017Assets 2019: $3,010,191Liabilities 2019: $0Net Assets 2019: $3,010,1912019Assets 2020: $2,909,664Liabilities 2020: $0Net Assets 2020: $2,909,6642020Assets 2021: $2,726,654Liabilities 2021: $0Net Assets 2021: $2,726,6542021Assets 2022: $2,750,388Liabilities 2022: $12022Assets 2023: $2,610,052Liabilities 2023: $639Net Assets 2023: $2,609,4132023Assets 2024: $5,732,850Liabilities 2024: $12024

Highlighted filing

2020

Assets$2,909,664
Liabilities$0
Net Assets$2,909,664
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $342,2682011Expenses 2012: $352,6892012Expenses 2013: $344,1702013Revenue 2014: $331,054Expenses 2014: $240,950Net Income 2014: $90,1042014Revenue 2015: $366,335Expenses 2015: $255,325Net Income 2015: $111,0102015Revenue 2016: $347,893Expenses 2016: $246,815Net Income 2016: $101,0782016Revenue 2017: $355,275Expenses 2017: $290,339Net Income 2017: $64,9362017Revenue 2019: $307,086Expenses 2019: $351,297Net Income 2019: -$44,2112019Revenue 2020: $208,697Expenses 2020: $311,724Net Income 2020: -$103,0272020Revenue 2021: $195,435Expenses 2021: $378,264Net Income 2021: -$182,8292021Revenue 2022: $385,163Expenses 2022: $284,262Net Income 2022: $100,9012022Revenue 2023: $147,775Expenses 2023: $279,809Net Income 2023: -$132,0342023Revenue 2024: $1,659,609Expenses 2024: $299,004Net Income 2024: $1,360,6052024

Highlighted filing

2020

Revenue$208,697
Expenses$311,724
Net Income-$103,027
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 23, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD UNGERSecretary/Treasurer/DirectPT$20,000-$20,000
CATHERINE L UNGERVice President/DirectorPT$20,000-$20,000
LAURA DUDLEYDirector-$20,000-$20,000
DANIEL UNGERDirector-$20,000-$20,000
RUTH J LAVINEPresident/Director/Chairma-$0--
Filing and Contact Details

Filer

Filer Name
Richard and Ruth Lavine
EIN
95-4300271
Phone
3104464820
Address
11075 SANTA MONICA BOULEVARD NO 1, LOS ANGELES, CA 90025

Signing Officer

Name
Catherine L Unger
Title
Vice President
Phone
3104464820
Signed
2020-11-23

Preparer

Firm
Citrin Cooperman & Company Llp
Address
11075 SANTA MONICA BLVD SUITE 150, LOS ANGELES, CA 90025
Preparer
Richard W Dettorre CPA
Phone
3104737575
Raw XML AppendixShowing 400 of 792 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt024965
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02496
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt022469
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART XV - QUESTION 2D
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0STANDARDS GOVERNING GRANTS BY RICHARD AND RUTH LAVINE FAMILY FOUNDATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt01. GRANTS MAY BE MADE TO ANY CHARITABLE, TAX-EXEMPT ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. NO GRANTS SHALL BE MADE, DIRECTLY OR INDIRECTLY, TO INDIVIDUALS OR FOR THE BENEFIT OF SPECIFIC INDIVIDUALS.2. GRANTS SHALL BE MADE ONLY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS.3. AS CONDITION OF THE GRANT, THE CHARITABLE ORGANIZATION MUST PROVIDE THE FOUNDATION WITH SATISFACTORY EVIDENCE THAT THE ORGANIZATION IS AN ELIGIBLE ORGANIZATION DESCRIBED IN PARAGRAPH 1.4. GRANTS MAY BE MADE BY THE FOUNDATION EITHER ON THE BASIS OF APPLICATIONS BY PROSPECTIVE GRANTEES OR WITHOUT APPLICATION UPON APPROVAL OF THE FOUNDATION'S BOARD OF TRUSTEES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt057520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt357251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt456973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt557225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt660023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt760511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt849651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9175617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10102681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1144028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1247848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13100604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1454803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1547601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1654700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1713659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1812828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1952259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2022770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2112619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2234785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2396771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24250002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2569320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26131952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2782404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2855082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2982958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3076685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3130392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3244744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3347059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3417072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3535171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3661733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3739173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt058800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt151100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt228050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt368550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt473590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5137145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt645345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt727585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt836135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91148236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1061380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1117800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1231800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1351200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1423925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1529125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1640025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1714215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1814215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1943350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2013573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt218930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2217714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt235600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24359652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2590828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2676517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27137941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2863310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2960385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3048850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3130810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32218880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3335416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3417860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3527187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36135219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37106021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,000 SHS BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,000 SHS CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21,000 SHS DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31,000 SHS OF CERNER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,000 SHS STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51,500 SHS ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61,500 SHS AT&T INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71,500 SHS SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81,500 UNITS OF BLACKSTONE MTG TR INC CLS A REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm910,130 SHS BEIERSDORF AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102,000 SHS MACQUARIE INFRASTRUCTURE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112,000 SHS PLAINS GP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122,000 SHS STONECASTLE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132,000 SHS WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142,500 SHS APOLLO INVESTMENT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152,500 SHS OF GOLUB CAPITAL BDC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162,500 SHS OF SOLAR CAPITAL LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17250 SHRS OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18250 SHRS OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm193,000 SHS OF ARES CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20333 SHS DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21333.33 SHS CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22333.4 SHS DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm234,000 AMERICAN INTERNATIONAL WARRANT EXPIRES 1/19/21
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm244,386 SHS BROADSTONE NET LEASE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25400 SHS OF FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm265,044 SHS KINDER MORGAN INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2750 SHS OF AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28500 SHS CHUBB LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29500 SHS INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30500 SHS OF PIONEER NATURAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31500 SHS RAYTHEON TECHNOLOGIES CORP (WAS UNITED TECHNOLOGIES CORP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32600 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33666.60 SHS DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34666.67 SHS CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35667 SHS DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36700 SHS VISA INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3775 SHS ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt032647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0RMC LEESBURG LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt032647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt082581
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0108748
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07138
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-24
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt010254
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0208697
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0208697
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02496
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt022469
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt024965
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0130511
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt046000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt080000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0185450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0185450
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt082581
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt082581
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-103027
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0139736
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07138
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07138
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0108748
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0142905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0106
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0444
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt010230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016367
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016367
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02275
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0222052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt087555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0311724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0230460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0208697
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt036602
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt087555
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0126274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0127852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0127852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0127967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,262 BEIERSDORF SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WILLMINGTON TR-500 SHRS CARRIER GLOBAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WILLMINGTON TR-625 SHRS GOLUB CAPITAL BDC (WORTHLESS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BROADSTONE INC - CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WILMINGTON TRUST - CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0130511
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-103027
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02500
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02909664
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03010191
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02909664
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0211362
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0211362
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0211362
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0212791
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01429
IRS990PF/DistributableAmountGrp/TotalTaxAmt01429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03000
IRS990PF/FMVAssetsEOYAmt03970954
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0301686
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0232043
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0232043
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02417695
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02394974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03456264
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt040810
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt032647
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt032647
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03010191
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02909664
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03010191
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02909664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03970954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03010191
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02909664
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03010191
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02909664
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04320619
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0578300
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03742319
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt064809
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0212791
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04255810
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04320619
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt220000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt420000
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/PersonNm0RUTH J LAVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LEONARD UNGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CATHERINE L UNGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LAURA DUDLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DANIEL UNGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR/CHAIRMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER/DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010430 WILSHIRE BLVD 504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1315 CONWAY AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2315 CONWAY AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34420 HASKELL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45630 SOUTH GARTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4LOS ANGELES
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/ZIPCd0900244652
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1900242603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2900242603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd490056
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0203794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0205223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0262244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0239163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0211160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0173898
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0178885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.060093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04255810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04364000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04770131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04455682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04180185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04449107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0222052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239430
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0220623
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0222052
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01429
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0222052
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CATHERINE L UNGER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0315 CONWAY AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090024
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03104464820
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,909,664
Liabilities
$0
Net assets
$2,909,664
Revenue
$208,697
Expenses
$311,724
Net income
-$103,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$5.73$0.00$1.66$0.30$1.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.15$0.28$0.13
2022Summary only. Only limited summary data is available for this year.$2.75$0.00$0.39$0.28$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.20$0.38$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.21$0.31$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.31$0.35$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.36$0.29$0.06
2016Summary only. Only limited summary data is available for this year.$2.95$0.00$0.35$0.25$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.37$0.26$0.11
2014Summary only. Only limited summary data is available for this year.$2.74$0.00$0.33$0.24$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.34
2012Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.35
2011Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits