Civic Intelligence

Hunter-Ward Foundation

990PF • Fiscal year 2018 • EIN 95-4399227

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 21, 2019

Organization Profile
C/O Wr 21550 Oxnard StreetWoodland Hills, CA 91367

(818) 325-3903

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

64th percentile

4.5%

Faster asset growth than 64% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

28%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,846,510

Up $207,118 (+4.5%) from 2017

Net Assets

Up

$4,838,485

Up $199,093 (+4.3%) from 2017

Liabilities

Up

$8,025

Up $8,025 from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin84th percentile

Revenue

Up

$435,827

Up $95,303 (+28%) from 2017

Expenses

Down

$286,063

Down $53,607 (-16%) from 2017

Net Income

Up

$149,764

Up $148,910 (+17437%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,487,203Liabilities 2011: $0Net Assets 2011: $3,487,2032011Assets 2012: $3,417,125Liabilities 2012: $23,550Net Assets 2012: $3,393,5752012Assets 2013: $4,350,337Liabilities 2013: $0Net Assets 2013: $4,350,3372013Assets 2014: $4,298,498Liabilities 2014: $0Net Assets 2014: $4,298,4982014Assets 2015: $4,468,610Liabilities 2015: $4,933Net Assets 2015: $4,463,6772015Assets 2016: $4,586,573Liabilities 2016: $0Net Assets 2016: $4,586,5732016Assets 2017: $4,639,392Liabilities 2017: $0Net Assets 2017: $4,639,3922017Assets 2018: $4,846,510Liabilities 2018: $8,025Net Assets 2018: $4,838,4852018Assets 2019: $4,745,111Liabilities 2019: $14,250Net Assets 2019: $4,730,8612019Assets 2020: $2,616,099Liabilities 2020: $12,4492020Assets 2021: $2,097,676Liabilities 2021: $15,354Net Assets 2021: $2,082,3222021Assets 2022: $1,687,963Liabilities 2022: $2,9052022Assets 2023: $1,118,130Liabilities 2023: $2,9052023Assets 2024: $671,810Liabilities 2024: $4,825Net Assets 2024: $666,9852024

Highlighted filing

2018

Assets$4,846,510
Liabilities$8,025
Net Assets$4,838,485
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $191,5332011Expenses 2012: $215,8312012Revenue 2013: $1,247,539Expenses 2013: $283,188Net Income 2013: $964,3512013Revenue 2014: $259,743Expenses 2014: $311,582Net Income 2014: -$51,8392014Revenue 2015: $558,470Expenses 2015: $384,246Net Income 2015: $174,2242015Revenue 2016: $421,832Expenses 2016: $355,649Net Income 2016: $66,1832016Revenue 2017: $340,524Expenses 2017: $339,670Net Income 2017: $8542017Revenue 2018: $435,827Expenses 2018: $286,063Net Income 2018: $149,7642018Revenue 2019: $230,639Expenses 2019: $371,709Net Income 2019: -$141,0702019Revenue 2020: $183,275Expenses 2020: $2,322,740Net Income 2020: -$2,139,4652020Revenue 2021: $156,659Expenses 2021: $683,007Net Income 2021: -$526,3482021Revenue 2022: $113,095Expenses 2022: $513,420Net Income 2022: -$400,3252022Revenue 2023: $27,118Expenses 2023: $597,840Net Income 2023: -$570,7222023Revenue 2024: $62,102Expenses 2024: $511,122Net Income 2024: -$449,0202024

Highlighted filing

2018

Revenue$435,827
Expenses$286,063
Net Income$149,764
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 21, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLAKE HUNTERPres/Sec-$0--
KERRY SHELBYTrustee-$0--
DIANE SHELBYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Hunterward Foundation
EIN
95-4399227
Phone
8183253903
Address
C/O WR 21550 OXNARD STREET, WOODLAND HILLS, CA 91367

Signing Officer

Name
Blake Hunter
Title
President
Signed
2019-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Winkler & Rood Cpas
Address
21550 OXNARD STREET STE 200, WOODLAND HILLS, CA 91367-7108
Preparer
Harold J Rood
Phone
8183253903
Raw XML AppendixShowing 400 of 674 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/PropertyDesc150.561 SHARES GARRETT MOTION INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16100,000 MIAMI DADE FL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1725.00 SHARES PHH CORO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc181026.194 DHARES QUALCOMM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc190.624 SHARES RESIDEO TECHS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20508.573 SHARES TRAVELERS COS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0336055
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0518
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0149764
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt027807
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt077136
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04866292
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04639392
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04838485
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0250468
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0250468
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0250468
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0258895
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08427
IRS990PF/DistributableAmountGrp/TotalTaxAmt08427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0239
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0239
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08427
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08676
IRS990PF/FMVAssetsEOYAmt04997316
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04639392
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04838485
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0455061
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0557579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0525523
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01915707
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02371636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02587031
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt023559
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt021047
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt021047
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt08025
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0362110
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0202512
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0202512
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04639392
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04846510
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04997316
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08025
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04639392
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04846510
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04639392
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04838485
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01882955
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01693736
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01661203
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05256753
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0286417
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04949289
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt078851
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt021047
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0258895
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05177902
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05256753
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BLAKE HUNTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KERRY SHELBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DIANE SHELBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O WR 21550 OXNARD ST 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O WR 21550 OXNARD ST 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O WR 21550 OXNARD ST 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WOODLAND HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WOODLAND HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WOODLAND HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291367
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0291682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0295896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0316772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0328292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0349431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0280500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0258000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056332
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05177902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05267090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05380478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05640239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05704386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05225127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0270000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.281660
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0270000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0270000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0270000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021550 OXNARD ST SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOODLAND HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091367
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WINKLER & ROOD
IRS990PF/StatementsRegardingActyGrp/PhoneNum08183253903
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PLEASE SEE ATTACHED FORMS INCLUDING GRANT APPLICATION INSTRUCTIONS, OFFICERS' CERTIFICATE, AND ACKNOWLEDGEMENT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROSS WINN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03104784100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt011400 W OLYMPIC BLVD 9TH FLOOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd090064
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AUGUST 31
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BLAKE HUNTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2010000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,846,510
Liabilities
$8,025
Net assets
$4,838,485
Revenue
$435,827
Expenses
$286,063
Net income
$149,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.06$0.51$0.45
2023Summary only. Only limited summary data is available for this year.$1.12$0.00$0.03$0.60$0.57
2022Summary only. Only limited summary data is available for this year.$1.69$0.00$0.11$0.51$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.02$2.08$0.16$0.68$0.53
2020Summary only. Only limited summary data is available for this year.$2.62$0.01$0.18$2.32$2.14
2019Detailed filing. Detailed filing data is available for this year.$4.75$0.01$4.73$0.23$0.37$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.85$0.01$4.84$0.44$0.29$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.00$4.64$0.34$0.34$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.00$4.59$0.42$0.36$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$0.00$4.46$0.56$0.38$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.26$0.31$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$1.25$0.28$0.96
2012Detailed filing. Detailed filing data is available for this year.$3.42$0.02$3.39$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.19