Civic Intelligence

The Broad Art Foundation

990PF • Fiscal year 2016 • EIN 95-4664939

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

2121 Avenue Of The Stars No 3000Los Angeles, CA 90067

(310) 954-5025

Siviq Scores

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

Liabilities / Assets

24th percentile

0.11x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

4.17x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

93rd percentile

44%

Higher net margin than 93% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

8th percentile

$130,963

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2016 filings • $250M-$1B nonprofits • Source year 2016

Asset Growth

29th percentile

-0.8%

Faster asset growth than 29% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-48%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Assets

Down

$579,367,908

Down $4,798,279 (-0.8%) from 2015

Net Assets

Up

$516,104,657

Up $1,890,451 (+0.4%) from 2015

Liabilities

Down

$63,263,251

Down $6,688,730 (-9.6%) from 2015

Revenue

Down

$15,188,141

Down $14,115,336 (-48%) from 2015

Expenses

Down

$8,572,761

Down $7,329,371 (-46%) from 2015

Net Income

Down

$6,615,380

Down $6,785,965 (-51%) from 2015

Historical Trend

Balance Sheet Trend

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

$800M$600M$400M$200M$0Assets 2011: $517,088,340Liabilities 2011: $75,522,1152011Assets 2012: $551,098,982Liabilities 2012: $81,806,2122012Assets 2013: $574,163,232Liabilities 2013: $81,864,8352013Assets 2014: $616,016,257Liabilities 2014: $96,318,3942014Assets 2015: $584,166,187Liabilities 2015: $69,951,981Net Assets 2015: $514,214,2062015Assets 2016: $579,367,908Liabilities 2016: $63,263,251Net Assets 2016: $516,104,6572016Assets 2017: $583,243,762Liabilities 2017: $55,896,750Net Assets 2017: $527,347,0122017Assets 2018: $626,475,764Liabilities 2018: $48,217,740Net Assets 2018: $578,258,0242018Assets 2019: $622,456,421Liabilities 2019: $40,113,868Net Assets 2019: $582,342,5532019Assets 2020: $604,724,418Liabilities 2020: $31,177,566Net Assets 2020: $573,546,8522020Assets 2021: $727,867,052Liabilities 2021: $21,655,286Net Assets 2021: $706,211,7662021Assets 2022: $711,649,194Liabilities 2022: $12,185,713Net Assets 2022: $699,463,4812022Assets 2023: $737,199,052Liabilities 2023: $280,067Net Assets 2023: $736,918,9852023Assets 2024: $786,292,386Liabilities 2024: $434,982Net Assets 2024: $785,857,4042024

Highlighted filing

2016

Assets$579,367,908
Liabilities$63,263,251
Net Assets$516,104,657

Operations Trend

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

$150M$100M$50M$0-$50MRevenue 2011: $34,485,390Expenses 2011: $80,111,490Net Income 2011: -$45,626,1002011Revenue 2012: $26,405,560Expenses 2012: $14,116,062Net Income 2012: $12,289,4982012Revenue 2013: $30,689,158Expenses 2013: $6,468,679Net Income 2013: $24,220,4792013Revenue 2014: $34,373,610Expenses 2014: $14,262,512Net Income 2014: $20,111,0982014Revenue 2015: $29,303,477Expenses 2015: $15,902,132Net Income 2015: $13,401,3452015Revenue 2016: $15,188,141Expenses 2016: $8,572,761Net Income 2016: $6,615,3802016Revenue 2017: $12,810,931Expenses 2017: $6,462,950Net Income 2017: $6,347,9812017Revenue 2018: $66,570,704Expenses 2018: $7,776,391Net Income 2018: $58,794,3132018Revenue 2019: -$158,432Expenses 2019: $6,068,106Net Income 2019: -$6,226,5382019Revenue 2020: $1,209,304Expenses 2020: $4,416,700Net Income 2020: -$3,207,3962020Revenue 2021: $134,079,863Expenses 2021: $4,740,893Net Income 2021: $129,338,9702021Revenue 2022: $2,411,274Expenses 2022: $4,668,212Net Income 2022: -$2,256,9382022Revenue 2023: $31,106,255Expenses 2023: $2,005,831Net Income 2023: $29,100,4242023Revenue 2024: $47,318,642Expenses 2024: $7,196,134Net Income 2024: $40,122,5082024

Highlighted filing

2016

Revenue$15,188,141
Expenses$8,572,761
Net Income$6,615,380
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE HEYLERMng Dir/CHF CURPT$125,000$5,963$130,963
ELI BROADTrusteePT$0--
EDYTHE BROADTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Broad Art Foundation
EIN
95-4664939
Phone
3109545025
Address
2121 AVENUE OF THE STARS NO 3000, LOS ANGELES, CA 90067

Signing Officer

Name
Cindy S Quane
Title
Trustee
Phone
3109545025
Signed
2017-11-08

Preparer

Firm
Family Office Financial Services LLC
Address
2121 AVE OF THE STARS STE 3000, LOS ANGELES, CA 90067
Preparer
Cindy S Quane
Phone
3109545025
Raw XML AppendixShowing 400 of 907 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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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt050815
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt021733
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt021733
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0THE BROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1ART PRACTICE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0SEPTEMBER 2017
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt012000000
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02016-12-15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12016-08-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1CONTEMPORARY ART PROGRAMS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0221 S GRAND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt14346 DEGNAN BOULEVARD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0LOS ANGELES
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF, PART IX-A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE BROAD ART FOUNDATION IS A PRIVATE OPERATING FOUNDATION CREATED IN 1984 (ON JULY 1, 1999, BASED ON AN IRS RULING RECEIVED 4/30/98, ALL THE ASSETS OF THE ELI BROAD FAMILY FOUNDATION WERE TRANSFERRED TO A NEWLY FORMED TRUST, THE BROAD ART FOUNDATION). THE PURPOSE OF THE FOUNDATION IS TO BUILD A COLLECTION OF CONTEMPORARY ART FOR LOAN TO MUSEUMS AND UNIVERSITY AND COLLEGE ART GALLERIES. NOW IN ITS THIRTY-THIRD YEAR OF ACTIVITY, THE FOUNDATION IS AN EDUCATIONAL AND LENDING RESOURCE PROMOTING KNOWLEDGE AND APPRECIATION OF THE BEST OF CONTEMPORARY ART AND FACILITATING THE EXHIBITION PROGRAMMING OF EXISTING ART INSTITUTIONS.THE COLLECTIONTHROUGH THE SELECTIVE ACQUISITION OF KEY WORKS OF CONTEMPORARY ART, THE FOUNDATION CONTINUES ITS ONGOING COMMITMENT TO THE GROWTH OF ITS COLLECTION. TARGETING LATE 20TH AND EARLY 21ST CENTURY ARTISTIC DEVELOPMENTS, THE FOUNDATION STRIVES TO COLLECT WORKS OF UNPARALLELED IMPORTANCE IN THE RECENT HISTORY OF AMERICAN ART. DURING 2016, THE FOUNDATION BROADENED ITS HOLDINGS OF SEVERAL KEY ARTISTS, INCLUDING TAUBA AUERBACH, JOHN BALDESSARI, GEORGE CONDO, GREGORY CREWDSON, ANDREAS GURSKY, SHERRIE LEVINE, JULIE MEHRETU, AND CINDY SHERMAN. ADDITIONALLY, THE FOUNDATION INTRODUCED, ERICKA BECKMAN, OSCAR MURILLO, AND PIOTR UKLANSKI TO THE COLLECTION. THE NUMBER OF WORKS IN THE COLLECTION NOW TOTALS 1,519. PUBLIC ACCESSIBILITYTHE FOUNDATION MOVED FROM ITS ORIGINAL OFFICE AND EXHIBITION SPACE, WHICH IT HAD OCCUPIED SINCE 1988, INTO ITS NEW HEADQUARTERS AT THE BROAD MUSEUM IN DOWNTOWN LOS ANGELES ON MAY 15, 2015. IN ITS ORIGINAL SPACE, THE FOUNDATION HAD LIMITED ABILITY TO MAKE ITS ARTWORKS AVAILABLE FOR VIEW EITHER TO THE PUBLIC OR TO ART PROFESSIONALS. THE SPACE WAS NOT LARGE ENOUGH TO HOLD ALL THE WORKS IN THE COLLECTION, SO MOST WERE STORED IN CRATES OFF SITE. THIS MEANT THAT MUSEUM PERSONNEL WISHING TO BORROW OR SCHOLARS WISHING TO STUDY WORKS OF ART EITHER HAD TO WORK FROM PHOTOGRAPHS OR THAT FOUNDATION STAFF HAD TO GO TO A STORAGE FACILITY, UNCRATE THE ARTWORK AND BRING THE ART PROFESSIONAL TO SEE IT, SOMETHING THAT WAS INEFFICIENT AND NOT OPTIMAL FOR THE PRESERVATION OF THE ART. FURTHER, THE ORIGINAL BUILDING WAS A PRIVATE FACILITY OPEN ONLY BY APPOINTMENT. WITH ITS MOVE TO THE BROAD, THE FOUNDATION IMMEDIATELY AND SIGNIFICANTLY INCREASED THE ACCESSIBILITY OF THE COLLECTION. THE GALLERIES OF THE BROAD MUSEUM DISPLAY A LARGE NUMBER OF LOANS FROM THE BROAD ART FOUNDATION, ALLOWING BOTH THE PUBLIC AND ART PROFESSIONALS TO SEE THE WORKS FIRST HAND, IN SITU. IN ADDITION, THE BROAD WAS DELIBERATELY DESIGNED WITH STATE-OF-THE-ART, ON-SITE STORAGE FACILITIES THAT ALLOW CONSOLIDATION OF THE COLLECTION UNDER ONE ROOF AND PERMIT ART PROFESSIONALS EASILY AND EFFICIENTLY TO VIEW THE ORIGINAL WORKS. THE GREATLY ENHANCED ACCESSIBILITY SERVES TO ENCOURAGE THE STUDY AND LENDING OF WORKS FROM THE BROAD ART FOUNDATION COLLECTION TO OTHER PUBLIC INSTITUTIONS. IN JUNE 2016 THE BROAD PRESENTED ITS FIRST SPECIAL LOAN EXHIBITION, CINDY SHERMAN: IMITATION OF LIFE, ON VIEW FROM JUNE 11 - OCTOBER 2, 2016 FEATURING 98 WORKS FROM THE COLLECTION OF THE BROAD ART FOUNDATION. LOAN ACTIVITYTHE CENTERPIECE OF THE FOUNDATION'S ACTIVITIES IS ITS LENDING PROGRAM. IN 2016, IN ADDITION TO THE BROAD, 15 PUBLIC VENUES AVAILED THEMSELVES OF 19 FOUNDATION LOANS. AMONG THE MAJOR MUSEUMS AND ARTS INSTITUTIONS BORROWING FROM THE FOUNDATION WERE: APSEN ART MUSEUM, ASPEN, COLORADO; CENTRE GEORGES POMPIDOU, MUS E NATIONAL D'ART MODERNE, PARIS, FRANCE; DE YOUNG MUSEUM - FINE ARTS MUSEUMS OF SAN FRANCISCO, SAN FRANCISCO, CALIFORNIA; FRIST CENTER FOR THE VISUAL ARTS, NASHVILLE, TENNESSEE; KUNSTMUSEUM BASEL, BASEL, SWITZERLAND; LOS ANGELES COUNTY MUSEUM OF ART, LOS ANGELES, CALIFORNIA; MUSEUM OF CONTEMPORARY ART, LOS ANGELES, CALIFORNIA; MUSEO STEFANO BARDINI, FLORENCE, ITALY; MUSEUM OF CONTEMPORARY ART, SAN DIEGO, SAN DIEGO, CALIFORNIA; MUSEO RUFINO TAMAYO, MEXICO CITY, MEXICO; NEW MUSEUM, NEW YORK, NEW YORK; PARRISH ART MUSEUM, WATER MILL, NEW YORK; PIVO
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52009-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91992-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102002-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0306160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1244859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2219951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4857811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53896000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72909246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0140410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1201570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2159241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt392910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43617105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt67097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-977413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-857811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9427900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt102187038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1134357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-476146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0140410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1201570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2159241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt392910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43617105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt67097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-977413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-857811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9427900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102187038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1134357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-476146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0446570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1446429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2379192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt392910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43617105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt79022587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84323900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92587038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1034357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112433100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc027,990 SHS NANOSTRING TECHNOLOGIES, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc127,990 SHS NANOSTRING TECHNOLOGIES, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc223,499 SHS NANOSTRING TECHNOLOGIES, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PERRY PARTNERS DISTRIBUTION IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PEG SECONDARY DISTRIBUTION IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GS AMI CHINA DISTRIBUTION IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JCF BTG PACTUAL DISTRIBUTION IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BRIDGEWATER ALL WEATHER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BANK OF AMERICA EURO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VARIOUS ARTWORKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VARIOUS ARTWORKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PARTNERSHIP PASS THROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PARTNERSHIP PASS THROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102006-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04560030
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt034357
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06615380
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04724929
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0520829586
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0514214206
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0516104657
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0153729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0303850
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0150121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0153729
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0150121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0150121
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0303850
IRS990PF/FMVAssetsEOYAmt01164205788
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0265583
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0240478
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0452
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt069388713
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt062810037
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt031341
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt068834
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt048942
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt037493
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt037493
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0464554820
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0460974643
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01045812523
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt092510681
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0103949649
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0103949649
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0297685
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0212736
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt077330
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt077330
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt027051292
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014328793
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014328793
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0584166187
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0579367908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01164205788
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt069951981
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt063263251
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0584166187
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0579367908
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0514214206
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0516104657
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0514214206
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0516104657
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0117352183
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034132628
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02531830
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01760283
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt080687725
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05779595
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0115591900
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0117352183
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FAMILY OFFICE FINANCIAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1FAMILY OFFICE INVESTMENT SERVICES LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0190250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1187578
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCTG, TAX, TECHNOLOGY & HR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02121 AVENUE OF THE STARS STE 3000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt12121 AVENUE OF THE STARS STE 3000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd090067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt25963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELI BROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDYTHE BROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOANNE HEYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2MNG DIR/CHF CUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02121 AVENUE OF THE STARS SUITE 3000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12121 AVENUE OF THE STARS SUITE 3000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22121 AVENUE OF THE STARS SUITE 3000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt05779595
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt019816104
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt05983368
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt04200060
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt03853081
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt04912656
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt016843688
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt05085863
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt03570051
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt03275119
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01998-04-30
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt021015876
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0176543042
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt054806984
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt049119894
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt051600288
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt08369124
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0125770577

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$786$0.43$786$47.3$7.20$40.1
2023Detailed filing. Detailed filing data is available for this year.$737$0.28$737$31.1$2.01$29.1
2022Detailed filing. Detailed filing data is available for this year.$712$12.2$699$2.41$4.67$2.26
2021Detailed filing. Detailed filing data is available for this year.$728$21.7$706$134$4.74$129
2020Detailed filing. Detailed filing data is available for this year.$605$31.2$574$1.21$4.42$3.21
2019Detailed filing. Detailed filing data is available for this year.$622$40.1$582$0.16$6.07$6.23
2018Detailed filing. Detailed filing data is available for this year.$626$48.2$578$66.6$7.78$58.8
2017Detailed filing. Detailed filing data is available for this year.$583$55.9$527$12.8$6.46$6.35
2016Detailed filing. Detailed filing data is available for this year.$579$63.3$516$15.2$8.57$6.62
2015Detailed filing. Detailed filing data is available for this year.$584$70.0$514$29.3$15.9$13.4
2014Summary only. Only limited summary data is available for this year.$616$96.3$34.4$14.3$20.1
2013Summary only. Only limited summary data is available for this year.$574$81.9$30.7$6.47$24.2
2012Summary only. Only limited summary data is available for this year.$551$81.8$26.4$14.1$12.3
2011Summary only. Only limited summary data is available for this year.$517$75.5$34.5$80.1$45.6