Civic Intelligence

Weingart Foundation

990PF • Fiscal year 2015 • EIN 95-6054814

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization Profile

View Organization Page

1055 W 7th Street No 3200Los Angeles, CA 90017

(213) 688-7799

Siviq Scores

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

Liabilities / Assets

13th percentile

0.02x

Higher debt load relative to assets than 13% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.32x

Higher debt load relative to revenue than 32% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Source year 2015

Net Margin

8th percentile

-14%

Higher net margin than 8% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

59th percentile

$780,502

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2015 filings • $250M-$1B nonprofits • Source year 2015

Asset Growth

21st percentile

-2.4%

Faster asset growth than 21% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-31%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$779,431,371

Down $19,491,324 (-2.4%) from 2014

Net Assets

$766,516,920

No earlier filing loaded for comparison.

Liabilities

Down

$12,914,451

Down $660,399 (-4.9%) from 2014

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin8th percentile

Revenue

Down

$40,988,755

Down $18,519,821 (-31%) from 2014

Expenses

Up

$46,643,230

Up $1,745,998 (+3.9%) from 2014

Net Income

Down

-$5,654,475

Down $20,265,819 (-139%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.0B$500M$0Assets 2011: $718,445,607Liabilities 2011: $10,279,6342011Assets 2012: $698,343,478Liabilities 2012: $14,859,6482012Assets 2013: $717,208,865Liabilities 2013: $12,529,1692013Assets 2014: $798,922,695Liabilities 2014: $13,574,8502014Assets 2015: $779,431,371Liabilities 2015: $12,914,451Net Assets 2015: $766,516,9202015Assets 2016: $738,759,707Liabilities 2016: $15,350,944Net Assets 2016: $723,408,7632016Assets 2017: $786,460,483Liabilities 2017: $14,755,755Net Assets 2017: $771,704,7282017Assets 2018: $802,302,244Liabilities 2018: $16,783,646Net Assets 2018: $785,518,5982018Assets 2019: $830,894,039Liabilities 2019: $38,404,332Net Assets 2019: $792,489,7072019Assets 2020: $797,348,075Liabilities 2020: $15,886,646Net Assets 2020: $781,461,4292020Assets 2021: $939,028,696Liabilities 2021: $15,397,614Net Assets 2021: $923,631,0822021Assets 2022: $813,214,375Liabilities 2022: $11,852,763Net Assets 2022: $801,361,6122022Assets 2023: $841,480,660Liabilities 2023: $24,661,8272023

Highlighted filing

2015

Assets$779,431,371
Liabilities$12,914,451
Net Assets$766,516,920
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2011: $53,010,324Expenses 2011: $41,175,842Net Income 2011: $11,834,4822011Revenue 2012: $42,316,990Expenses 2012: $49,214,993Net Income 2012: -$6,898,0032012Revenue 2013: $85,326,437Expenses 2013: $42,356,738Net Income 2013: $42,969,6992013Revenue 2014: $59,508,576Expenses 2014: $44,897,232Net Income 2014: $14,611,3442014Revenue 2015: $40,988,755Expenses 2015: $46,643,230Net Income 2015: -$5,654,4752015Revenue 2016: $18,797,631Expenses 2016: $49,857,071Net Income 2016: -$31,059,4402016Revenue 2017: $53,425,180Expenses 2017: $43,039,651Net Income 2017: $10,385,5292017Revenue 2018: $63,154,206Expenses 2018: $43,576,618Net Income 2018: $19,577,5882018Revenue 2019: $153,440,527Expenses 2019: $49,558,165Net Income 2019: $103,882,3622019Revenue 2020: $38,312,718Expenses 2020: $35,387,864Net Income 2020: $2,924,8542020Revenue 2021: $30,569,267Expenses 2021: $55,943,931Net Income 2021: -$25,374,6642021Revenue 2022: $77,965,136Expenses 2022: $55,227,442Net Income 2022: $22,737,6942022Revenue 2023: $42,452,186Expenses 2023: $57,216,866Net Income 2023: -$14,764,6802023

Highlighted filing

2015

Revenue$40,988,755
Expenses$46,643,230
Net Income-$5,654,475
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED ALIPresidentFT$659,400$121,102$780,502
DEBORAH IVESSecretary/TreasurerFT$277,080$70,305$347,385
BELEN VARGASVP ProgramsFT$219,995$81,847$301,842
MONICA C LOZANOChairmanPT$75,000-$75,000
STEVEN D BROIDYDirectorPT$40,000-$40,000
STEVEN SOBOROFFDirector-$31,800-$31,800
AILEEN ADAMSDirector-$31,800-$31,800
WILLIAM C ALLENDirector-$31,800-$31,800
ANDREW BOGENDirector-$31,800-$31,800
JOHN W MACKDirector-$31,800-$31,800
MIRIAM MUSCAROLASDirector-$31,800-$31,800
Filing and Contact Details

Filer

Filer Name
Weingart Foundation
EIN
95-6054814
Phone
2136887799
Address
1055 W 7TH STREET NO 3200, LOS ANGELES, CA 90017

Signing Officer

Name
Fred Ali
Title
President
Phone
2136887799
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Patrizia C Copping
Phone
3108731600
Raw XML AppendixShowing 400 of 5,381 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/Amt045850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt038166
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07684
ExplanOfLegisPoliticalActvts/MediumExplanationTxt0LOBBYING EXPENSES OF $13,062 WERE INCURRED IN PREVENTING LEGISLATION PASSAGE OF THE CALIFORNIA ASSEMBLY BILL AB624. THE BILL REQUIRED PRIVATE FOUNDATIONS TO COLLECT AND POST ON THEIR WEBSITES SPECIFIED DATA PERTAINING TO THEIR GOVERNANCE AND DOMESTIC GRANTMAKING. AFFECTED FOUNDATIONS OPPOSED THIS LEGISLATION FOR VARIOUS REASONS INCLUDING THE UNDUE HARDSHIP OF THE ADDITIONAL ADMINISTRATIVE BURDEN IT WOULD HAVE IMPOSED ON THE ORGANIZATIONS. THE EXPENSES INCURRED QUALIFY WITHIN THE INTERNAL REVENUE REGULATIONS SECTION 53.4945-2(D)(3)(I).
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART II, LINE 7
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART VIII, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NOTES RECEIVABLE-STUDENT LOAN PROGRAMDURING FISCAL YEAR 1987, THE FOUNDATION IMPLEMENTED ASTUDENT LOAN PROGRAM TO BE FUNDED OVER 13 YEARS FROM 1987THROUGH 1999, WHEREBY THE FOUNDATION AGREED TO MAKE NONINTERESTBEARING LOANS TO QUALIFYING COLLEGES, TO BE USEDFOR INTEREST-FREE STUDENT LOANS. IN ADDITION, THE FOUNDATIONPROVIDED GRANTS TO MATCH FUNDS RAISED FROM OUTSIDE SOURCESUP TO THE AMOUNT OF THE LOANS THROUGH 1991. THE FOUNDATIONENTERED INTO AGREEMENTS WITH 14 QUALIFYING COLLEGES. AS OFJUNE 30, 1999, HAS PROVIDED $53,275,446 TO THESE COLLEGES.THE FOUNDATION MADE ITS FINAL COMMITMENTS WITH RESPECT TOTHIS PROGRAM AS OF JUNE 30, 2006. THE INTERNAL REVENUESERVICE HAS ISSUED A DETERMINATION LETTER WHICH ALLOWS THEFOUNDATION TO TREAT THE LOANS TO THE COLLEGE AS GRANTS.AS FURTHER SUPPORT TO THE STUDENT LOAN PROGRAM, THEFOUNDATION COMMITTED TO MATCH WITH $1 OF CASH AND $2 OF LOANFORGIVENESS FOR EACH $3 SECURED BY THE PARTICIPATING SCHOOLSBETWEEN JANUARY 1, 1992 AND DECEMBER 31, 1996, UP TO AMAXIMUM OF $28,058,334, WHICH REPRESENTS THE TOTAL AMOUNT TOBE LOANED TO THE SCHOOLS OVER THE 14 YEAR PERIOD BEGINNINGIN 1987. THE SCHOOLS WERE ALLOWED TO MEET THE MATCH WITHFUNDS IRREVOCABLY COMMITTED TO THE FUND BUT UNCOLLECTED ASOF THE DEADLINE DATE.FOUR SCHOOLS HAVE PLEDGES FOR FUTURE GIFTS, WHICH WOULDREQUIRE THE FOUNDATION TO MATCH A TOTAL OF $1,583,805 AS THEGIFTS ARE MADE THROUGH DECEMBER 2016. THE FOUNDATION'SULTIMATE GRANT TOTAL FOR THIS PROGRAM WILL BE APPROXIMATELY$55,000,000.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1IN JUNE 2009, THE WEINGART FOUNDATION BOARD OF DIRECTORS ENTERED INTO AN EMPLOYMENT RETENTION AGREEMENT WITH THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, PURSUANT TO WHICH RETENTION BONUSES ARE PAYABLE IF THE PRESIDENT/CEO REMAINS EMPLOYED BY THE FOUNDATION THROUGH CERTAIN TARGET DATES. PRIOR TO ENTERING INTO THE AGREEMENT, THE BOARD OF DIRECTORS OBTAINED A REASONABLENESS OPINION FROM BOTH LASNIK-BROIDA CONSULTANTS, A COMPENSATION EXPERT, AND RODRIGUEZ, HORII, CHOI & CAFFERATA, LLP, THE FOUNDATION'S LEGAL COUNSEL. IN 2014, THE PRESIDENT/CEO RECEIVED TOTAL COMPENSATION OF $659,400; INCLUDED IN THIS AMOUNT IS A RETENTION BONUS OF $200,000 FOR THE TERM ENDED DECEMBER 31, 2014.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt919321410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1030914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-386536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-866998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24652400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3224009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4483624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5215948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-45388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7410575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt919321410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1030914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024908472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19311010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2478122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41062794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52102215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt617652704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt719788410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt830914
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/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0US DEBT INDEX FUND CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LOGAN CIRCLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BLACKROCK S&P INDEX CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3EQUITY INDEX FUND B LENDABLE CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WELLINGTON SMALL CAP CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ABERDEEN EMERGING MARKET CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CLARION LION PROPERTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PYRAMIS EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN ON SALE OF SECURITIES PER BOOK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SALE OF RENTAL PROPERTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10AEW CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024039958
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5654475
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013176450
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0779693370
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0785347845
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0766516920
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037576933
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037326933
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037576933
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038786956
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0250000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01460023
IRS990PF/DistributableAmountGrp/TotalTaxAmt01460023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01420000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01460023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01460023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01460023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt043284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01420000
IRS990PF/FMVAssetsEOYAmt0779431371
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0930955
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0926737
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02764892
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01964544
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02764892
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02764892
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0417351623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0399537693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0399537693
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt08765865
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt08912879
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt030204013
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0299452
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0553715
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt047488410
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt030204013
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt030204013
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0336997
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0254263
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0254263
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0108086
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0108086
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0234097381
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0243633007
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0243633007
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03878030
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03074835
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt03320769
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0915000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01415000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01415000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt01905769
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0181358
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0158159
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0158159
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01669899
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03711432
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03711432
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0798922695
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0779431371
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0779431371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt013574850
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt012914451
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0798922695
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0779431371
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0785347845
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0766516920
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0785347845
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0766516920
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt094917233
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt097644576
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt097644576
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0787552407
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04832115
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0748636581
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011813286
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt034083711
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038786956
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0775739121
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0787552407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0121500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt193407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt293407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt394554
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt489082
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt056832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt148805
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt247754
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt345072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt433397
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JOANNA JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1SARA MONTROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2TERRIE DOIZAKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3ROSA BENITEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4CHARLES CHUATECO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR, GRANT OPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4ACCTG & IT ADMINISTR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01055 W7TH ST3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11055 W7TH ST3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21055 W7TH ST3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt31055 W7TH ST3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt41055 W7TH ST3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd090017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd190017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd290017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd390017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd490017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CLARION PARTNERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1WELLINGTON TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2MARATHON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3ABERDEEN ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4AEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0765525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1613786
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2557242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3459718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4381532
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt0ORION HOUSE 5 UPPER ST MARTINS LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0LONDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0UK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ProvinceOrStateNm0UNITED KINGDOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0230 PARK AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1PO BOX 13766
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt21735 MARKET ST 32ND FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3TWO SEAPORT LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NEWARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010169

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Filings

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2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$779,431,371
Liabilities
$12,914,451
Net assets
$766,516,920
Revenue
$40,988,755
Expenses
$46,643,230
Net income
-$5,654,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$841$24.7$42.5$57.2$14.8
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$813$11.9$801$78.0$55.2$22.7
2021Detailed filing. Detailed filing data is available for this year.$939$15.4$924$30.6$55.9$25.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$797$15.9$781$38.3$35.4$2.92
2019Detailed filing. Detailed filing data is available for this year.$831$38.4$792$153$49.6$104
2018Detailed filing. Detailed filing data is available for this year.$802$16.8$786$63.2$43.6$19.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$786$14.8$772$53.4$43.0$10.4
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$739$15.4$723$18.8$49.9$31.1
2015Detailed filing. Detailed filing data is available for this year.$779$12.9$767$41.0$46.6$5.65
2014Summary only. Only limited summary data is available for this year.$799$13.6$59.5$44.9$14.6
2013Summary only. Only limited summary data is available for this year.$717$12.5$85.3$42.4$43.0
2012Summary only. Only limited summary data is available for this year.$698$14.9$42.3$49.2$6.90
2011Summary only. Only limited summary data is available for this year.$718$10.3$53.0$41.2$11.8