Civic Intelligence

Weingart Foundation

990PF • Fiscal year 2017 • EIN 95-6054814

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

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.

2017 filings • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

29th percentile

0.28x

Higher debt load relative to revenue than 29% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Net Margin

80th percentile

19%

Higher net margin than 80% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

49th percentile

$608,164

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2017 filings • $250M-$1B nonprofits • Source year 2017

Asset Growth

52nd percentile

6.5%

Faster asset growth than 52% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

184%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$786,460,483

Up $47,700,776 (+6.5%) from 2016

Net Assets

Up

$771,704,728

Up $48,295,965 (+6.7%) from 2016

Liabilities

Down

$14,755,755

Down $595,189 (-3.9%) from 2016

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin80th percentile

Revenue

Up

$53,425,180

Up $34,627,549 (+184%) from 2016

Expenses

Down

$43,039,651

Down $6,817,420 (-14%) from 2016

Net Income

Up

$10,385,529

Up $41,444,969 (+133%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2017

Assets$786,460,483
Liabilities$14,755,755
Net Assets$771,704,728
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$53,425,180
Expenses$43,039,651
Net Income$10,385,529
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED ALIPresidentFT$493,352$114,812$608,164
TIM ORTEZVP TreasurerFT$264,550$89,494$354,044
BELEN VARGASVP ProgramsFT$254,375$85,086$339,461
DEBORAH IVESSecretary/TreasurerFT$97,167$63,254$160,421
MONICA C LOZANOChairmanPT$75,000-$75,000
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
MIGUEL SANTANADirector-$13,250-$13,250
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
Tim Ortez
Title
VP Treasurer
Phone
2136887799
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lizbeth G Nevarez
Phone
3108731600
Raw XML AppendixShowing 400 of 6,261 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART II, LINE 7
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/GainsMinusExcessOrLossesAmt1171151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12311927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-12067668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1520756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-46684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-2848635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06981888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12033171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21499865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3847988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42166474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53143644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt63322422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt763647809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt87108855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9646454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt108845846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112558618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12160497653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1320756
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/PropertyDesc0BLACKROCK INDEX FUND B LENDABLE K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BGI EQUITY INDEX FUND B1 K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BGI US DEBT INDEX FUND B K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ABERDEEN K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CLARION LION PROPERTIES FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WELLINGTON SMALL CAP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MARATHON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FIAM SELECT INTL EQUITY FUND (FKA PYRAMIS) K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ABERDEEN EMERGING MARKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FIAM SELECT INTL EQUITY FUND (FKA PYRAMIS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10EQUITY INDEX NON-LENDABLE FUND B1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11EQUITY INDEX-FUND B LENDABLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12US DEBT INDEX FUND B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WELLINGTON SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN ON SALE OF SECURITIES PER BOOK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15PORTFOLIO ADVISORS REAL ESTATE FUND VI, L.P. K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16BLACKROCK EAFE EQUITY INDEX FUND K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17AEGON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0738669
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010385529
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt037910436
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0771704728
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0723408763
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0771704728
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037834070
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037834070
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037834070
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038154571
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0320501
IRS990PF/DistributableAmountGrp/TotalTaxAmt0320501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0379590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0700091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0320501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0379590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0320501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0320501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0700091
IRS990PF/FMVAssetsEOYAmt0786460483
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0805365
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0678148
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt03797
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0285001
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt03797
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt03797
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0343172595
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0295841930
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0295841930
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt010237761
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt08842190
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt07650000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0446673
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0624146
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt07650000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt07650000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt07650000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0166585
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0177473
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0177473
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01637135
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt012227359
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt012227359
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0290297960
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0380456641
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0380456641
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt04307818
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05235417
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01905769
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0665000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt01905769
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0162139
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0100707
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0100707
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02352790
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01214007
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01214007
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0738759707
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0786460483
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0786460483
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt015350944
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt014755755
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0738759707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0786460483
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0723408763
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0771704728
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0723408763
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0771704728
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt092370252
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt088788319
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt088788319
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0774712093
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02246783
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0753052796
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011620681
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt019412514
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038154571
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0763091412
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0774712093
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/CompensationAmt0148400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1110700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2107657
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt399576
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt499576
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt058560
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt149012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt239629
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt346572
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt445704
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/PersonNm2VY NGUYEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3SARA MONTROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4TERRIE DOIZAKI
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/BusinessNameLine1Txt1ABERDEEN ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2MARATHON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3AEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4AEGON INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0855679
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1488484
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2481906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3420482
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4364006
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/AddressLine1Txt11735 MARKET ST 32ND FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2TWO SEAPORT LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt34333 EDGEWOOD RD NE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$786,460,483
Liabilities
$14,755,755
Net assets
$771,704,728
Revenue
$53,425,180
Expenses
$43,039,651
Net income
$10,385,529
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
2017Detailed filing. Detailed filing data is available for this year.$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