Civic Intelligence

Mark C Lemons Foundation

990PF • Fiscal year 2021 • EIN 95-4712282

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
3029 Wilshire Blvd 200Santa Monica, CA 90403

(310) 828-7547

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

72nd percentile

33%

Higher net margin than 72% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

38th percentile

$35,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

36th percentile

3.2%

Faster asset growth than 36% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

24%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,999,490

Up $219,503 (+3.2%) from 2020

Net Assets

Up

$6,999,490

Up $219,503 (+3.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin72nd percentile

Revenue

Up

$742,890

Up $144,060 (+24%) from 2020

Expenses

Up

$496,634

Up $61,062 (+14%) from 2020

Net Income

Up

$246,256

Up $82,998 (+51%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,445,121Liabilities 2010: $3,063Net Assets 2010: $4,442,0582010Assets 2011: $4,469,210Liabilities 2011: $0Net Assets 2011: $4,469,2102011Assets 2012: $4,680,542Liabilities 2012: $0Net Assets 2012: $4,680,5422012Assets 2013: $5,761,114Liabilities 2013: $02013Assets 2014: $5,863,234Liabilities 2014: $02014Assets 2015: $6,000,249Liabilities 2015: $02015Assets 2017: $6,147,584Liabilities 2017: $0Net Assets 2017: $6,147,5842017Assets 2018: $6,479,101Liabilities 2018: $0Net Assets 2018: $6,479,1012018Assets 2019: $6,642,120Liabilities 2019: $0Net Assets 2019: $6,642,1202019Assets 2020: $6,779,987Liabilities 2020: $0Net Assets 2020: $6,779,9872020Assets 2021: $6,999,490Liabilities 2021: $0Net Assets 2021: $6,999,4902021Assets 2022: $7,105,653Liabilities 2022: $3,867Net Assets 2022: $7,101,7862022Assets 2023: $7,148,412Liabilities 2023: $5,583Net Assets 2023: $7,142,8292023Assets 2024: $7,310,594Liabilities 2024: $5,583Net Assets 2024: $7,305,0112024

Highlighted filing

2021

Assets$6,999,490
Liabilities$0
Net Assets$6,999,490
Open 2021 Filing

Operations Trend

Revenue Growth60th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $238,3352010Expenses 2011: $361,5682011Expenses 2012: $389,4642012Revenue 2013: $1,530,055Expenses 2013: $311,414Net Income 2013: $1,218,6412013Revenue 2014: $389,459Expenses 2014: $305,239Net Income 2014: $84,2202014Revenue 2015: $478,698Expenses 2015: $323,783Net Income 2015: $154,9152015Revenue 2017: $824,585Expenses 2017: $451,096Net Income 2017: $373,4892017Revenue 2018: $865,504Expenses 2018: $545,001Net Income 2018: $320,5032018Revenue 2019: $636,297Expenses 2019: $449,251Net Income 2019: $187,0462019Revenue 2020: $598,830Expenses 2020: $435,572Net Income 2020: $163,2582020Revenue 2021: $742,890Expenses 2021: $496,634Net Income 2021: $246,2562021Revenue 2022: $724,862Expenses 2022: $622,700Net Income 2022: $102,1622022Revenue 2023: $633,692Expenses 2023: $581,025Net Income 2023: $52,6672023Revenue 2024: $838,445Expenses 2024: $641,328Net Income 2024: $197,1172024

Highlighted filing

2021

Revenue$742,890
Expenses$496,634
Net Income$246,256
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK C LEMONSTrusteePT$35,000-$35,000
Filing and Contact Details

Filer

Filer Name
Mark C Lemons Foundation
EIN
95-4712282
Phone
3108287547
Address
3029 WILSHIRE BLVD 200, SANTA MONICA, CA 90403

Signing Officer

Name
Mark C Lemons
Title
Trustee
Phone
3108287547
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Given & Company Inc
Address
3029 WILSHIRE BLVD STE 200, SANTA MONICA, CA 90403
Preparer
Peter Goldberg
Phone
3108287547
Raw XML AppendixShowing 400 of 671 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt014640
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06070
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06070
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0RMA CORE PLUS RE FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt037664
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02021-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt037664
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0RBC 351 FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1RBC 449 FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2RBC 469 TAXABLE FIXED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0642522
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt148595
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2873038
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0880714
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt163350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2903892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0132743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1599976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4176442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt522304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6762337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt752028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt863628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9786445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0241510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11982844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt234843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt346521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4209224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt528790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61456781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt773348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8145093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91251905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0RBC 449 INTERNATIONAL EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1RBC 449 US EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2RBC 461 CAMDEN PROPERTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3RBC 461 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4RBC 461 INTERNATIONAL EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5RBC 461 PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6RBC 461 US EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7RBC 461 VICI PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8RBC 697 INTERNATIONAL EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9RBC 697 US EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0484437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1168414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3340694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt413314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt528532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt724995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0IRONWOOD MULTI-STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MWFEIF IV HOLDINGS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2RBC 351 EASTERLY GL RE (SARATOGA ADV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3RBC 351 GATEWAY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4RBC 449 SIMON PROPERTIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5RBC 461 AMERICAN TOWER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6RBC 566 - RBC ABSOLUTE RETURN BARRIER NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7RMA CORE PLUS RE FUND I-R LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0532760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1192338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2201053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3480303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt413580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt577513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6351890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt713400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0192551
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0531120
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0232555
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt037664
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/BusinessCd0531120
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt0-5498
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-430
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt026119
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0450795
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt032166
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0482961
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06070
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06070
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014640
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0232555
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt033250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0378500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0378500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0254001
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0192551
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0192551
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0246256
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01171114
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0270219
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0383071
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-5928
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt059371
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt064999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt026119
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt026119
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02745
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0963
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03495
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0420695
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt068154
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0496634
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0451225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0742890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042195
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt068154
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0118134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt033579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt153565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3167991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4105618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5163334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt644168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7178559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt39307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt415343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5135127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt66467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt77253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt823801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt39307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt415343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5135127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt823801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt041040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt170921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3177298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4120961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5298461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7185812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8173801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RBC 697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RBC 697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RBC 449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RBC 449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4RBC461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RBC461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6RBC 469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7RBC469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8RBC 566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MWREIF IV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10RMA CORE PLUS RE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11RMA CORE PLUS RE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0232555
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0246256
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt026753
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07026243
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06779987
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06999490
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0465432
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0465432
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0465432
IRS990PF/DistributableAmountGrp/IncomeTaxAmt04666
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0475423
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05325
IRS990PF/DistributableAmountGrp/TotalTaxAmt09991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05655
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02009
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt09000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05655
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011009
IRS990PF/FMVAssetsEOYAmt010345103
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01497
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0105370
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0105370
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01686253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01564155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01847956
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02251060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02661498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05470859
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt011169
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02099473
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01610386
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01862837
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06779987
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06999490
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0730225
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01057771
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01057771
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06779987
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06999490
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010345103
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06779987
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06999490
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06779987
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06999490
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09653262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0782746
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07724559
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0144799
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01145957
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0475423
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09508463
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09653262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt035000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK C LEMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03029 WILSHIRE BLVD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0420695
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0420695
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARK C LEMONS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O GIVEN CO 3029 WILSHIRE BLVD STE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA MONICA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090403
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108287547
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARK C LEMONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt77500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt990000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1612500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6AUTISM RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL SUPPORT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,999,490
Liabilities
$0
Net assets
$6,999,490
Revenue
$742,890
Expenses
$496,634
Net income
$246,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.31$0.01$7.31$0.84$0.64$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.15$0.01$7.14$0.63$0.58$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.10$0.72$0.62$0.10
2021Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.74$0.50$0.25
2020Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.60$0.44$0.16
2019Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.64$0.45$0.19
2018Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.87$0.55$0.32
2017Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.82$0.45$0.37
2015Summary only. Only limited summary data is available for this year.$6.00$0.00$0.48$0.32$0.15
2014Summary only. Only limited summary data is available for this year.$5.86$0.00$0.39$0.31$0.08
2013Summary only. Only limited summary data is available for this year.$5.76$0.00$1.53$0.31$1.22
2012Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.39
2011Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.36
2010Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.44$0.24