Civic Intelligence

Pat & Jerry Epstein Foundation

990PF • Fiscal year 2011 • EIN 95-4423557

Jan 01, 2011 to Dec 31, 2011 • Filed on May 15, 2012

Organization Profile
4201 Via Marina90292
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

44th percentile

-2.6%

Faster asset growth than 44% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$24,003

Down $631 (-2.6%) from 2010

Net Assets

Down

$24,003

Down $631 (-2.6%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,205

Down $13,810 (-92%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$60K$40K$20K$0Assets 2010: $24,634Liabilities 2010: $0Net Assets 2010: $24,6342010Assets 2011: $24,003Liabilities 2011: $0Net Assets 2011: $24,0032011Assets 2012: $24,482Liabilities 2012: $0Net Assets 2012: $24,4822012Assets 2013: $25,086Liabilities 2013: $0Net Assets 2013: $25,0862013Assets 2014: $25,740Liabilities 2014: $0Net Assets 2014: $25,7402014Assets 2015: $38,500Liabilities 2015: $0Net Assets 2015: $38,5002015Assets 2016: $40,218Liabilities 2016: $0Net Assets 2016: $40,2182016Assets 2017: $42,023Liabilities 2017: $0Net Assets 2017: $42,0232017

Highlighted filing

2011

Assets$24,003
Liabilities$0
Net Assets$24,003
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Expenses 2010: $15,0152010Expenses 2011: $1,2052011Expenses 2012: $1652012Revenue 2013: $664Expenses 2013: $0Net Income 2013: $6642013Revenue 2014: $704Expenses 2014: $50Net Income 2014: $6542014Revenue 2015: $12,810Expenses 2015: $50Net Income 2015: $12,7602015Revenue 2016: $1,843Expenses 2016: $125Net Income 2016: $1,7182016Revenue 2017: $1,977Expenses 2017: $172Net Income 2017: $1,8052017

Highlighted filing

2011

Revenue-
Expenses$1,205
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS COHENDirector-$0--
JERRY B EPSTEINDirector-$0--
PAT T EPSTEINDirector-$0--
LOUISE TEETER CPASecretary/CFO-$0--
DAVID O LEVINEPresident-$0--
Filing and Contact Details

Filer

EIN
95-4423557
Raw XML Appendix245 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/AccountingFees/AdjustedNetIncome0750
AccountingFeesSchedule/AccountingFees/Amount0750
AccountingFeesSchedule/AccountingFees/Category0LOUISE TEETER, CPA
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0750
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome0574
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0574
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0574
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0574
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0574
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0574
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-631
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm0375
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0375
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0375
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss050
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm01205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss01205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0574
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm01205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01205
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY011233
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY011233
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV018636
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY012500
IRS990PF/BalanceSheets/OtherAssetsEOY012500
IRS990PF/BalanceSheets/OtherAssetsEOYFMV012500
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0901
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0270
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0270
IRS990PF/BalanceSheets/TotalAssetsBOY024634
IRS990PF/BalanceSheets/TotalAssetsEOY024003
IRS990PF/BalanceSheets/TotalAssetsEOYFMV031406
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY024634
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY024003
IRS990PF/BalanceSheets/TotalNetAssetsBOY024634
IRS990PF/BalanceSheets/TotalNetAssetsEOY024003
IRS990PF/BalanceSheets/UnrestrictedBOY024634
IRS990PF/BalanceSheets/UnrestrictedEOY024003
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-631
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal024003
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY024634
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY024003
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY031406
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PHYLLIS COHEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JERRY B EPSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PAT T EPSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3LOUISE TEETER CPA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4DAVID O LEVINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SECRETARY/CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104201 VIA MARINA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114201 VIA MARINA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124201 VIA MARINA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine134201 VIA MARINA STE 300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine144201 VIA MARINA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MARINA DEL REY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MARINA DEL REY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MARINA DEL REY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3MARINA DEL REY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4MARINA DEL REY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode090292
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode190292
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode290292
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode390292
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode490292
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10PAT & JERRY EPSTEIN FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03108235384
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine104201 VIA MARINA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MARINA DEL REY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode090292
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0JERRY B EPSTEIN
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1014036
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2017127
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3031631
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4025733
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5020786
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5020786
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear088527
IRS990PF/UndistributedIncome/ExcessFromYear1014036
IRS990PF/UndistributedIncome/ExcessFromYear2017127
IRS990PF/UndistributedIncome/ExcessFromYear3031631
IRS990PF/UndistributedIncome/ExcessFromYear4025733
IRS990PF/UndistributedIncome/TotalCorpus0109313
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0109313
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome0375
LegalFeesSchedule/LegalFees/Amount0375
LegalFeesSchedule/LegalFees/Category0VALENSI, ROSE PLC
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome0375
OtherAssetsSchedule/OtherAssets/BOYBookValue012500
OtherAssetsSchedule/OtherAssets/Description0LINDBERGH DOCUMENT/DONATED
OtherAssetsSchedule/OtherAssets/EOYBookValue012500
OtherAssetsSchedule/OtherAssets/EOYFMV012500
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome050
OtherExpensesSchedule/OtherExpenses/Description0ASSET MANAGEMENT FEE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
TaxesSchedule/Taxes/AdjustedNetIncome020
TaxesSchedule/Taxes/AdjustedNetIncome110
TaxesSchedule/Taxes/Amount020
TaxesSchedule/Taxes/Amount110
TaxesSchedule/Taxes/Category0STATE OF CALIFORNIA FILING FEE
TaxesSchedule/Taxes/Category1FRANCHISE TAX BOARD
TaxesSchedule/Taxes/NetInvestmentIncome020
TaxesSchedule/Taxes/NetInvestmentIncome110
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0954423557
ReturnHeader/Filer/Name/BusinessNameLine10PAT & JERRY EPSTEIN FOUNDATION
ReturnHeader/Filer/NameControl0PAT&
ReturnHeader/Filer/Phone03108235384
ReturnHeader/Filer/USAddress/AddressLine104201 VIA MARINA
ReturnHeader/Filer/USAddress/City0MARINA DEL REY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090292
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-15
ReturnHeader/Officer/Name0DAVID O LEVINE
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TEETER & ASSOCIATES CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105301 BEETHOVEN ST STE 160
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LOS ANGELES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0900667045
ReturnHeader/Preparer/Name0Louise Teeter CPA
ReturnHeader/Preparer/Phone03108232234
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-11T15:58:51-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,003
Liabilities
$0
Net assets
$24,003
Revenue
-
Expenses
$1,205
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.0$0.00$42.0$1.98$0.17$1.81
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.2$0.00$40.2$1.84$0.13$1.72
2015Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$12.8$0.05$12.8
2014Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.70$0.05$0.65
2013Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$0.66$0.00$0.66
2012Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$0.17
2011Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.21
2010Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$15.0