Civic Intelligence

Weingart Foundation

990PF • Fiscal year 2016 • EIN 95-6054814

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 28, 2016

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

12th percentile

0.02x

Higher debt load relative to assets than 12% of similar nonprofits.

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

Liabilities / Revenue

60th percentile

0.82x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

1st percentile

-165%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

47th percentile

$593,199

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

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

Asset Growth

11th percentile

-5.2%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

3rd percentile

-54%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$738,759,707

Down $40,671,664 (-5.2%) from 2015

Net Assets

Down

$723,408,763

Down $43,108,157 (-5.6%) from 2015

Liabilities

Up

$15,350,944

Up $2,436,493 (+19%) from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin1st percentile

Revenue

Down

$18,797,631

Down $22,191,124 (-54%) from 2015

Expenses

Up

$49,857,071

Up $3,213,841 (+6.9%) from 2015

Net Income

Down

-$31,059,440

Down $25,404,965 (-449%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2016

Assets$738,759,707
Liabilities$15,350,944
Net Assets$723,408,763
Open 2016 Filing

Operations Trend

Revenue Growth3rd 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

2016

Revenue$18,797,631
Expenses$49,857,071
Net Income-$31,059,440
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 28, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED ALIPresidentFT$474,310$118,889$593,199
DEBORAH IVESSecretary/TreasurerFT$295,900$90,822$386,722
BELEN VARGASVP ProgramsFT$241,000$87,554$328,554
MONICA C LOZANOChairmanPT$75,000-$75,000
TIM ORTEZVP TreasurerFT$47,500$9,862$57,362
MIRIAM MUSCAROLASDirectorPT$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
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
2016-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lauren a Haverlock
Phone
3108731600
Raw XML AppendixShowing 400 of 5,658 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/CategoryTxt0ACCOUNTING FEES
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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.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5248434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-12238018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3496182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91355825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-13574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119574978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122375551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1312762046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-758898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt152173681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-1694457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1778883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt185165731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt191607216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20891367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08192599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115411565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2535106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt312000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41056783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52232260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt626447433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt757683537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81355825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt924317000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102375551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1112762046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122173681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1378883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145165731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151607216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16891367
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/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0US DEBT INDEX FUND CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BLACKROCK S&P INDEX CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EQUITY INDEX FUND B LENDABLE CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WELLINGTON SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ABERDEEN EMERGING MARKET CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PYRAMIS EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6WELLINGTON DIH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN ON SALE OF SECURITIES PER BOOK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LOGAN CIRCLE HIGH YIELD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CLARION LION PROPERTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10AEW CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SALE OF RENTAL PROPERTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BLACKROCK INDEX FUND B LENDABLE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13BGI EQUITY INDEX FUND B1 K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14BGI US DEBT INDEX FUND B K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ABERDEEN K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16WELLINGTON DIH K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CLARION LION PROPERTIES FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18WELLINGTON SMALL CAP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19MARATHON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20PYRAMIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt018539839
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-31059440
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt012048717
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0735457480
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0766516920
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0723408763
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036528173
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036528173
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036528173
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036853082
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0324909
IRS990PF/DistributableAmountGrp/TotalTaxAmt0324909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0250091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0575000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0324909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0250091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0324909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0324909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0575000
IRS990PF/FMVAssetsEOYAmt0738759707
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0926737
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0805365
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01892072
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02764892
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01892072
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01892072
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0399537693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0343172595
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0343172595
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt08912879
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt010237761
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt07650000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0375607
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0542192
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt030204013
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt07650000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt07650000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0254263
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0166585
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0166585
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0108086
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt030064
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt030064
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0243633007
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0290297960
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0290297960
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03074835
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04307818
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt02570769
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01415000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0665000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0665000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt01905769
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0158159
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0162139
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0162139
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03711432
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02352790
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02352790
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0779431371
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0738759707
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0738759707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt012914451
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt015350944
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0779431371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0738759707
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0766516920
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0723408763
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0766516920
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0723408763
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt097644576
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt092370252
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt092370252
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0748285933
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07074116
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0711676383
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011224289
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt029535434
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036853082
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0737061644
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0748285933
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/CompensationAmt0132500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt198768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt296438
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt396438
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt492733
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt058827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt147576
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt248584
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt347683
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt451321
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/PersonNm1ROSA BENITEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2SARA MONTROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3TERRIE DOIZAKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4JOYCE YBARRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR, GRANT OPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4PROGRAM OFFICER
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/BusinessNameLine1Txt1MARATHON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2FIDELITY INSTITUTIONAL ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3AEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4ABERDEEN ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0835500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1769352
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2613786
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3409325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4404169

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$738,759,707
Liabilities
$15,350,944
Net assets
$723,408,763
Revenue
$18,797,631
Expenses
$49,857,071
Net income
-$31,059,440
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
2016Detailed filing. Detailed filing data is available for this year.$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