Civic Intelligence

Welfund Inc.

990PF • Fiscal year 2014 • EIN 95-6091887

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 16, 2015

152 North Almont DriveWest Hollywood, CA 90048-2909

(310) 276-6163

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

17th percentile

-20%

Higher net margin than 17% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

36th percentile

-1.0%

Faster asset growth than 36% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-54%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$3,106,117

Down $31,959 (-1.0%) from 2013

Net Assets

Down

$3,106,117

Down $31,959 (-1.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$162,717

Down $194,887 (-54%) from 2013

Expenses

Down

$194,676

Down $6,558 (-3.3%) from 2013

Net Income

Down

-$31,959

Down $188,329 (-120%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,079,814Liabilities 2011: $0Net Assets 2011: $3,079,8142011Assets 2012: $2,981,706Liabilities 2012: $0Net Assets 2012: $2,981,7062012Assets 2013: $3,138,076Liabilities 2013: $0Net Assets 2013: $3,138,0762013Assets 2014: $3,106,117Liabilities 2014: $0Net Assets 2014: $3,106,1172014Assets 2015: $1,761,048Liabilities 2015: $72,650Net Assets 2015: $1,688,3982015Assets 2016: $1,308,646Liabilities 2016: $0Net Assets 2016: $1,308,6462016Assets 2017: $1,283,464Liabilities 2017: $0Net Assets 2017: $1,283,4642017Assets 2018: $1,228,166Liabilities 2018: $0Net Assets 2018: $1,228,1662018Assets 2019: $1,193,037Liabilities 2019: $0Net Assets 2019: $1,193,0372019Assets 2020: $1,128,371Liabilities 2020: $0Net Assets 2020: $1,128,3712020Assets 2021: $1,057,355Liabilities 2021: $0Net Assets 2021: $1,057,3552021Assets 2022: $1,065,125Liabilities 2022: $0Net Assets 2022: $1,065,1252022Assets 2023: $1,030,603Liabilities 2023: $0Net Assets 2023: $1,030,6032023Assets 2024: $977,838Liabilities 2024: $0Net Assets 2024: $977,8382024

Highlighted filing

2014

Assets$3,106,117
Liabilities$0
Net Assets$3,106,117

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $215,2442011Expenses 2012: $216,2242012Revenue 2013: $357,604Expenses 2013: $201,234Net Income 2013: $156,3702013Revenue 2014: $162,717Expenses 2014: $194,676Net Income 2014: -$31,9592014Revenue 2015: $278,642Expenses 2015: $102,886Net Income 2015: $175,7562015Revenue 2016: -$273,713Expenses 2016: $93,278Net Income 2016: -$366,9912016Revenue 2017: $62,893Expenses 2017: $88,075Net Income 2017: -$25,1822017Revenue 2018: $38,411Expenses 2018: $93,709Net Income 2018: -$55,2982018Revenue 2019: $60,638Expenses 2019: $95,767Net Income 2019: -$35,1292019Revenue 2020: $32,416Expenses 2020: $97,082Net Income 2020: -$64,6662020Revenue 2021: $31,716Expenses 2021: $102,732Net Income 2021: -$71,0162021Revenue 2022: $61,580Expenses 2022: $117,231Net Income 2022: -$55,6512022Revenue 2023: $74,336Expenses 2023: $108,858Net Income 2023: -$34,5222023Revenue 2024: $55,409Expenses 2024: $108,174Net Income 2024: -$52,7652024

Highlighted filing

2014

Revenue$162,717
Expenses$194,676
Net Income-$31,959
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 16, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WYLIE G BURKEPresident-$0--
M ANTHONY KEYSERVice Pres-$0--
BERTHA BRILEYDirector-$0--
MARY ANNE KEYSERDirector-$0--
FRANK J BARONSec/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Welfund Inc
EIN
95-6091887
Phone
3102766163
Address
152 NORTH ALMONT DRIVE, WEST HOLLYWOOD, CA 90048-2909

Signing Officer

Name
M Anthony Keyser
Title
Treasurer
Phone
3102766163
Signed
2015-07-16
Discuss with paid preparer
Yes

Preparer

Firm
BABER & MASON CPAsPS
Address
7525 SE 24th Street Suite 360, MERCER ISLAND, WA 98040
Preparer
Phillip C Baber CPA
Phone
2062360734
Raw XML AppendixShowing 400 of 722 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/Amt02576
AccountingFeesSchedule/AccountingFeesDetail/Amt12520
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BABER & MASON CPAs TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1MURIEL T BERGLUND ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0644
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1630
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01932
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt11890
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12014-09
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1APOLLO INVESTMENT CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2BP PLC SPONS ADR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3CISCO SYSTEMS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6JOHNSON & JOHNSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7KINDER MORGAN INC DEL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8LOCKHEED MARTIN CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9LORILLARD INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10NUCOR CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11POTASH CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12SEADRILL LTD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13GOLAR LNG LTD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14ENTERPRISE PRODUCT PARTNERS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15KINDER MORGAN LP
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt15Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-11
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03085626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03270111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY - VARIOUS STOCKS & EFTs
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0102304
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt068348
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OIL ROYALTY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ENTERPRISE PRODUCT PTR LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2KINDER MORGAN ENERGY PTR INCOME
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0148000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0102304
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt027634
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0162717
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt068348
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0165067
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03800
IRS990PF/FMVAssetsEOYAmt03290602
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt051584
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019339
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019339
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03085626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03270111
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03086492
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01152
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01152
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03138076
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03106117
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03138076
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03106117
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03290602
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03138076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03106117
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03138076
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03106117
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03403262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt061255
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03340855
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt051049
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01152
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0167611
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03352213
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03403262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WYLIE G BURKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1M ANTHONY KEYSER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BERTHA BRILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARY ANNE KEYSER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4FRANK J BARON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SEC/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06140 EAST MERCER WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt112659 SHORE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21741 CENTRAL AVE SW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3505 BROADWAY EAST UNIT 515
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46140 EAST MERCER WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MERCER ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LEAVENWORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LE MARS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MERCER ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198826
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd251031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd398102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd498040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0161701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0162973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0141284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0150275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0148858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0143793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0144378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03352213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03054189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02901514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03045176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03246751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02889796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0161812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241183
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0161812
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0161812
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0161812
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt211
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME FROM ACTIVITIES ON LINES 4,7 & 11 ARE DERIVED FROM
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1VARIOUS INVESTMENTS OF THE FOUNDATION'S ASSETS. IT IS THE FOUNDATION'S
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2ONLY SOURCE OF INCOME THAT IS USED TO MAKE CHARITABLE CONTRIBUTIONS.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PHILLIP C BABER CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07525 SE 24TH ST STE 360
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MERCER ISLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098040
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02062360734
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S ONLY ACTIVITY IS TO MAKE CHARITABLE CONTRIBUTIONSFROM ITS INVESTMENT INCOME. QUALIFYING DONEES MAY BE ENGAGEDIN RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL WORK.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0161812
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WELFUND INC 310-276-6163
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0152 N ALMONT DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WEST HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0900482909
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE SPECIFIED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt102500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt152500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt202500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt233000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt242500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt262500

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.04$0.09$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.27$0.09$0.37
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.07$1.69$0.28$0.10$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.16$0.19$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.36$0.20$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.22