Civic Intelligence

Berle H Adams Foundation

990PF • Fiscal year 2023 • EIN 95-6116038

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
4705 Louise AvenueLos Angeles, CA 91316

(818) 981-3071

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-70%

Higher net margin than 11% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.5%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-69%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$46,358

Down $1,692 (-3.5%) from 2022

Net Assets

Down

$46,341

Down $1,693 (-3.5%) from 2022

Liabilities

Up

$17

Up $1 (+6.3%) from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin11th percentile

Revenue

Down

$2,160

Down $4,825 (-69%) from 2022

Expenses

Down

$3,669

Down $13,234 (-78%) from 2022

Net Income

Up

-$1,509

Up $8,409 (+85%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0-$100KAssets 2011: $198,719Liabilities 2011: $6,8592011Assets 2012: $203,022Liabilities 2012: $2,5112012Assets 2013: $194,710Liabilities 2013: $02013Assets 2014: $165,138Liabilities 2014: $5462014Assets 2015: $141,648Liabilities 2015: $02015Assets 2019: $66,282Liabilities 2019: -$2Net Assets 2019: $66,2842019Assets 2020: $64,124Liabilities 2020: $4Net Assets 2020: $64,1202020Assets 2021: $58,221Liabilities 2021: $14Net Assets 2021: $58,2072021Assets 2022: $48,050Liabilities 2022: $16Net Assets 2022: $48,0342022Assets 2023: $46,358Liabilities 2023: $17Net Assets 2023: $46,3412023Assets 2024: $35,160Liabilities 2024: -$16Net Assets 2024: $35,1762024

Highlighted filing

2023

Assets$46,358
Liabilities$17
Net Assets$46,341
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$100K$50K$0-$50KRevenue 2011: $23,113Expenses 2011: $28,647Net Income 2011: -$5,5342011Revenue 2012: $72,594Expenses 2012: $63,969Net Income 2012: $8,6252012Revenue 2013: $11,094Expenses 2013: $16,228Net Income 2013: -$5,1342013Revenue 2014: $35,009Expenses 2014: $65,127Net Income 2014: -$30,1182014Revenue 2015: $15,049Expenses 2015: $37,993Net Income 2015: -$22,9442015Revenue 2019: $3,625Expenses 2019: $13,985Net Income 2019: -$10,3602019Revenue 2020: -$115Expenses 2020: $2,049Net Income 2020: -$2,1642020Revenue 2021: $1,149Expenses 2021: $7,062Net Income 2021: -$5,9132021Revenue 2022: $6,985Expenses 2022: $16,903Net Income 2022: -$9,9182022Revenue 2023: $2,160Expenses 2023: $3,669Net Income 2023: -$1,5092023Revenue 2024: $4,555Expenses 2024: $15,720Net Income 2024: -$11,1652024

Highlighted filing

2023

Revenue$2,160
Expenses$3,669
Net Income-$1,509
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN KLEINBERGCEO-$0--
KENNETH KLEINBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Berle Adams Foundation
EIN
95-6116038
Phone
8189813071
Address
4705 LOUISE AVENUE, LOS ANGELES, CA 91316

Signing Officer

Name
Helen Kleinberg
Title
CEO
Phone
8189813071
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Efp Associates
Address
12100 WILSHIRE BLVD 800, LOS ANGELES, CA 90025
Preparer
Alexander K Rapoport
Phone
3103171422
Raw XML Appendix334 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0725
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0EFP ASSOCIATES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt310902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INTEL CORP - 150 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1COCA COLA - 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GENERAL MOTORS CO - 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MERCK AND CO INC - 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AT&T - 150 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5IBM CORP - 40 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6WARNER BROS DISCOVERY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PEPSICO - 55 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt05759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIRST TR/4 COR SR FL II - 500 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKSTONE GSO STRATEGIC - 100 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES BROAD BND ETF - 35 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02104
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt056
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02160
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02104
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02104
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02104
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1509
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01024
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02160
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01869
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1509
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0184
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt046525
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt048034
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt046341
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02938
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02938
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02938
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02968
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt030
IRS990PF/DistributableAmountGrp/TotalTaxAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt062993
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09795
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08287
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08287
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt028417
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt028417
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt046735
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09838
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09654
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07971
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt016
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt017
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt048034
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt046341
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt048050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt046358
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt062993
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt016
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt017
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt048050
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt046358
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt048034
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt046341
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060270
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08811
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt051459
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0904
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02968
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt059366
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060270
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HELEN KLEINBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH KLEINBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04705 LOUISE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14705 LOUISE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ENCINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01800
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01800
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt07
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INVESTMENT INCOME IS USED FOR MAKING DONATIONS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HELEN KLEINBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04705 LOUISE AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091316
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08189813071
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UKRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011111 SANTA MONICA BLVD STE 1750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01800
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01138
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011788
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0983
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06514
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019285
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020423
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0184
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT FOR PRE-PAID INTEREST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt016
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ROUNDING ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0874
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH INVESTMENT ADVISOR FEES (NET)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1EMA ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt095
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0U.S. TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HELEN KLEINBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08189813071
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERLE ADAMS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERL
ReturnHeader/Filer/EIN0956116038
ReturnHeader/Filer/PhoneNum08189813071
ReturnHeader/Filer/USAddress/AddressLine1Txt04705 LOUISE AVENUE
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091316
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954323924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EFP ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012100 WILSHIRE BLVD 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03103171422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER K RAPOPORT
ReturnHeader/ReturnTs02024-11-15T20:42:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,358
Liabilities
$17
Net assets
$46,341
Revenue
$2,160
Expenses
$3,669
Net income
-$1,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.05$0.16$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.02$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.07$0.17$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.07$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.04$0.14$0.10
2015Summary only. Only limited summary data is available for this year.$1.42$0.00$0.15$0.38$0.23
2014Summary only. Only limited summary data is available for this year.$1.65$0.01$0.35$0.65$0.30
2013Summary only. Only limited summary data is available for this year.$1.95$0.00$0.11$0.16$0.05
2012Summary only. Only limited summary data is available for this year.$2.03$0.03$0.73$0.64$0.09
2011Summary only. Only limited summary data is available for this year.$1.99$0.07$0.23$0.29$0.06