Civic Intelligence

Richard and Ruth Lavine Family Foundation

990PF • Fiscal year 2023 • EIN 95-4300271

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 11, 2023

Organization Profile
11400 West Olympic Boulevard 350Los Angeles, CA 90064

(310) 446-4820

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

9th percentile

-89%

Higher net margin than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$20,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

20th percentile

-5.1%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-62%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$2,610,052

Down $140,336 (-5.1%) from 2022

Net Assets

$2,609,413

No earlier filing loaded for comparison.

Liabilities

Up

$639

Up $638 (+63800%) from 2022

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin9th percentile

Revenue

Down

$147,775

Down $237,388 (-62%) from 2022

Expenses

Down

$279,809

Down $4,453 (-1.6%) from 2022

Net Income

Down

-$132,034

Down $232,935 (-231%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2023

Assets$2,610,052
Liabilities$639
Net Assets$2,609,413
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$147,775
Expenses$279,809
Net Income-$132,034
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA DUDLEYDirector-$20,000-$20,000
DANIEL UNGERDirector-$20,000-$20,000
LEONARD UNGERSecretary/Treasurer/DirectorPT$10,000-$10,000
CATHERINE L UNGERVice President/DirectorPT$10,000-$10,000
JACK DUDLEYDirector-$10,000-$10,000
EMMA DUDLEYDirector-$10,000-$10,000
RUTH J LAVINEPresident/Director/Chairman-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPLANNED PARENTHOODHEALTH - GENERAL UNRESTRICTED ANNUAL SUPPORT OF PLANNED PARENTHOOD LOS ANGELES.PCLOS ANGELES, CA, US$20,000
Paid GrantUSC GOULD SCHOOL OF LAWEDUCATION - MEMORIAL SCHOLARSHIP FUND.PCLOS ANGELES, CA, US$20,000
Paid GrantLOS ANGELES PHILHARMONIC ASSOCIATIONARTS - SUPPORT OF ANNUAL FUND FOR MUSICAL PERFORMANCES AND EDUCATION.PCLOS ANGELES, CA, US$10,000
Paid GrantST JOSEPH CENTERCOMMUNITY SERVICE - GENERAL SUPPORT TO PROVIDE RESOURCES TO INDIGENT AND HOMELESS OF ALL AGES.PCVENICE, CA, US$10,000
Paid GrantHARMONY PROJECTARTS - GENERAL SUPPORT TO PROVIDE MUSICAL EDUCATION TO UNDERPRIVILEDGED CHILDREN.PCLOS ANGELES, CA, US$7,500
Paid GrantCALIFORNIA COMMUNITY FOUNDATIONTO LEAD POSITIVE SYSTEMIC CHANGE THAT STENGTHENS LOS ANGELES' COMMUNITIES.PCLOS ANGELES, CA, US$5,000
Paid GrantCOMMUNITIES IN SCHOOLS OF LOS ANGELESEDUCATION - GENERAL SUPPORT TO DECREASE SCHOOL DROPOUT RATES IN THE LOS ANGELES MIDDLE- AND HIGH SCHOOLS.PCLOS ANGELES, CA, US$5,000
Paid GrantGOLDMAN SCHOOL OF PUBLIC POLICY AT BERKELEYTO GIVE STUDENTS THE TOOLS FOR EFFECTIVE LEADERSHIP IN GOVERNMENT, ADVOCACY, AND THE NON-PROFIT AND PRIVATE SECTORPCBERKELEY, CA, US$5,000
Paid GrantJEWISH FAMILY SERVICES OF LOS ANGELESCOMMUNITY SERVICE - JFS CAPITAL & ENDOWMENT CAMPAIGN-PAYMENT TOWARDS PLEDGE BALANCE.PCLOS ANGELES, CA, US$5,000
Paid GrantSKIRBALL CULTURAL CENTERARTS - GENERAL SUPPORT TO JEWISH CULTURE.PCLOS ANGELES, CA, US$5,000
Paid GrantTEEN LINEADDRESSING VITAL TEEN ISSUES.PCLOS ANGELES, CA, US$5,000
Paid GrantTHE BRENTWOOD SCHOOLEDUCATION - GENERAL SUPPORT OF BRENTWOOD SCHOOL PROGRAMS.PCLOS ANGELES, CA, US$5,000
Paid GrantUNITED IN HARMONYSERVING NEEDY CHILDREN WITH OPPORTUNITIES TO GROW AND THRIVE.PCLOS ANGELES, CA, US$5,000
Paid GrantUS AGAINST ALZHEIMER'SHEALTH - GENERAL SUPPORT TO INCREASE RESOURCES COMMITTED TO ERADICATING ALZHEIMER'S DISEASE. ACCELERATE THE DRUG DEVELOPMENT PROCESS AND BRING IMPROVEMENTS TO STANDARDS AND SYSTEMS OF CARE FOR ALZHEIMER'S PATIENTS AND THEIR CAREGIVERS.PCWASHINGTON, DC, US$5,000
Paid GrantANTI DEFAMATION LEAGUETO LEARN MORE ABOUT OUR HISTORY AND TO PROTECT DEMOCRACY AND ENSURE A JUST AND INCLUSIVE SOCIETY FOR ALL.PCLOS ANGELES, CA, US$5,000
Paid GrantUSC SHOAH FOUNDATIONTO OVERCOME PREJUDICE, INTOLERANCE AND BIGOTRYPCLOS ANGELES, CA, US$4,000
Paid GrantLOS ANGELES REGIONAL FOOD BANKTO MOBILIZE RESOURCES IN THE COMMUNITY TO ALLEVIATE HUNGER.PCLOS ANGELES, CA, US$3,000
Paid GrantSABAN COMMUNITY CLINICHEALTH - GENERAL SUPPORT FOR MEDICAL SERVICES TO UNINSURED AND UNDERINSURED MEMBERS OF THE LOS ANGELES COMMUNITY.PCLOS ANGELES, CA, US$3,000
Paid GrantUCLA LUSKIN SCHOOLEDUCATION - SCHOOL OF PUBLIC AFFAIRS-DEAN'S INNOVATION FUND.PCLOS ANGLES, CA, US$3,000
Paid GrantWESTSIDE FOOD BANKTO END HUNGER IN OUR COMMUNITIES BY PROVIDING ACCESS TO FREE NUTRITIOUS FOOD THROUGH FOOD ACQUISITION AND DISTRIBUTION, AND BY ENGAGING THE COMMUNITY AND ADVOCATING FOR A STRONG FOOD ASSISTANCE NETWORK.PCSANTA MONICA, CA, US$3,000
Paid Grant5-STAR THEATRICALSTO PRODUCE HIGH QUALITY THEATRICAL PRODUCTIONS AND SERVE THE COMMUNITY WITH OUR OUTREACH PROGRAMS.PCTHOUSAND OAKS, CA, US$3,000
Paid GrantCHILDREN'S HOSPITALHEALTH SERVICES - SUPPRT OF ADOLESCENT HEALTH AND WELL-BEING.HEALTH - ADOLSCENT TRANSITION PROGRAMPCLOS ANGELES, CA, US$2,500
Paid GrantGRACE'S BASKETS FOUNDATION UCLA HEALTH SYSTEMSUPPORT OF CHILDREN RECEIVING TREATMENT AT MATTEL CHILDREN'S HOSPITAL UCLA PEDIATRIC HEMATOLOGY/ONCOLOGY DEPARTMENTPCLOS ANGELES, CA, US$2,000
Paid GrantHEART OF LOS ANGELESSERVE AND EMPOWER YOUTH IN THE LOS ANGELES RAMPART AND WESTLAKE NEIGHBORHOODS WITH TOOLS NECESSARY TO SUCCEED.PCLOS ANGELES, CA, US$2,000
Paid GrantPUBLIC MEDIA GROUP OF SOUTHERN CAARTS AND ENTERTAINMENT - GENERAL SUPPORT TO PUBLIC BROADCASTING.PCBURBANK, CA, US$2,000
Paid GrantCENTER THEATRE GROUPARTS - GENERAL SUPPORT FOR THE THEATRE OPERATING EXPENSESPCLOS ANGELES, CA, US$1,200
Paid GrantAJC GLOBAL JEWISH ADVOCACYCOMMUNITY SERVICE - GENERAL SUPPORT TO ENHANCE THE WELL-BEING OF THE JEWISH PEOPLE AND TO ADVANCE HUMAN RIGHTS AND DEMOCRATIC VALUES.PCNEW YORK, NY, US$1,000
Paid GrantMENTAL HEALTH ADVOCACY SERVICESHEALTH - GENERAL SUPPORT FOR LEGAL RIGHTS OF CHILDREN AND ADULTS WITH MENTAL DISABILITIES.PCLOS ANGELES, CA, US$1,000
Paid GrantTIERRA'S ANGELSTO SUPPORT TIERRA'S ANGELS PROGRAMS CONSISTING OF HELPING YOUNG CHILDREN AND TEENAGERS FACING HOMELESSNESS, GANG VIOLENCE, MALNUTRITION AND SEXUAL HARASSMENT, AND TO PROVIDE GANG PREVENTION AND INTERVENTION SERVICES TO YOUTH AND YOUNG ADULTS BETWEEN AGES OF 14-25.PCCULVER CITY, CA, US$1,000
Paid GrantWESTERN CENTER ON LAW & POVERTYGENERAL SUPPORT TO PROVIDE LEGAL AID FOR LOW INCOME CALIFORNIANS.PCLOS ANGELES, CA, US$1,000
Paid GrantANGEL CITY SPORTSTO CREATE SPORTS OPPORTUNITIES FOR ADULTS, CHILDREN AND VETERANS WITH PHYSICAL DIFFERENCES AND IMPAIRMENTS.PCLOS ANGELES, CA, US$1,000
Paid GrantDISABLED SPORTS EASTERN SIERRAPROVIDING PEOPLE WITH DISABILITIES LIFE-CHANGING OUTDOOR RECREATION EXPERIENCES.PCMAMMOTH LAKES, CA, US$500
Paid GrantTHE INTERNATIONAL CHURCHILL SOCIETYGENERAL SUPPORT FOR EDUCATIONAL ACTIVITIES-NATIONAL CHURCHILL LIBRARY AND CENTER.PCWASHINGTON, DC, US$500
Paid GrantWOMEN LAWYERS ASSOCIATION OF LOS ANGELES FOUNDATIONGENERAL CHARITABLE SUPPORT TO PROMOTE PARTICIPATION OF WOMEN LAWYERS AND JUDGES IN THE LEGAL PROFESSION.PCLOS ANGELES, CA, US$500
Filing and Contact Details

Filer

Filer Name
Richard and Ruth
EIN
95-4300271
Phone
3104464820
Address
11400 WEST OLYMPIC BOULEVARD 350, LOS ANGELES, CA 90064

Signing Officer

Name
Catherine L Unger
Title
Vice President
Phone
3104464820
Signed
2023-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
11400 WEST OLYMPIC BLVD STE 350, LOS ANGELES, CA 90064
Preparer
Richard W Dettorre
Phone
3104778355
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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.
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0613
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018159
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01804
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0198453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt076356
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0279809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0147775
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0147775
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt045753
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt076356
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0127109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt054803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt129588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt260511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt354129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt548085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt652259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt872991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt938923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-24211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt217907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-10510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt57786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt736434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-24836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt925014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-24211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt217907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-10510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt57786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt736434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-24836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt925014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt278418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt352244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt555871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt653046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt741095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt848155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt963937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02,500 SHRS OF MIDCAP FINAN INVEST CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,500 SHRS OF RXO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,500 SHRS OF SCHLUMBERGER LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34,000 SHRS OF VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,000 SHRS OF VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51,500 SHRS OF XPO LOGISTICS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63,000 SHRS OF ARES CAPITAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7250 SHRS OF APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8500 SHRS OF INTL FLAVORS & FRAGRANCIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc94,000 SHRS OF BROADSTONE NET LEASE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023746
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-132034
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08941
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02618354
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02750388
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02609413
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0201051
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0201051
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0201051
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0202044
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0993
IRS990PF/DistributableAmountGrp/TotalTaxAmt0993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02470
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02470
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03463
IRS990PF/FMVAssetsEOYAmt04242897
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0158974
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt070125
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt070125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02549952
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02512674
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04145519
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt041462
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt027253
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027253
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0639
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02750388
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02609413
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02750388
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02610052
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04242897
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0639
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02750388
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02610052
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02750388
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02609413
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04102416
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0206660
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03869142
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt061536
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt026614
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0202044
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04040880
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04102416
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/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt420000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt510000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt610000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
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/PersonNm5JACK DUDLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6EMMA DUDLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR/CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
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/AddressLine1Txt45537 SENFORD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt54420 HASKELL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt64420 HASKELL 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/CityNm5ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6ENCINO
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/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
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/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd591436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd691436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0198453
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0198453
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
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,610,052
Liabilities
$639
Net assets
$2,609,413
Revenue
$147,775
Expenses
$279,809
Net income
-$132,034
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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