Civic Intelligence

Lester & Gertrude Roth Foundation

990PF • Fiscal year 2013 • EIN 95-6123686

Dec 01, 2012 to Nov 30, 2013 • Filed on Jul 15, 2014

PO Box 48690265
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

39th percentile

-2.6%

Faster asset growth than 39% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$291,111

Down $7,645 (-2.6%) from 2012

Net Assets

$291,111

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$20,759

Up $3,511 (+20%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $302,893Liabilities 2011: $02011Assets 2012: $298,756Liabilities 2012: $02012Assets 2013: $291,111Liabilities 2013: $0Net Assets 2013: $291,1112013Assets 2014: $283,858Liabilities 2014: $02014Assets 2015: $282,666Liabilities 2015: $0Net Assets 2015: $282,6662015Assets 2016: $275,602Liabilities 2016: $0Net Assets 2016: $275,6022016Assets 2017: $265,745Liabilities 2017: $0Net Assets 2017: $265,7452017Assets 2018: $243,368Liabilities 2018: $0Net Assets 2018: $243,3682018Assets 2019: $236,667Liabilities 2019: $0Net Assets 2019: $236,6672019Assets 2020: $235,247Liabilities 2020: $0Net Assets 2020: $235,2472020Assets 2021: $233,384Liabilities 2021: $0Net Assets 2021: $233,3842021Assets 2022: $239,254Liabilities 2022: $0Net Assets 2022: $239,2542022Assets 2023: $235,842Liabilities 2023: $0Net Assets 2023: $235,8422023Assets 2024: $241,888Liabilities 2024: $0Net Assets 2024: $241,8882024

Highlighted filing

2013

Assets$291,111
Liabilities$0
Net Assets$291,111

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $14,504Expenses 2011: $18,390Net Income 2011: -$3,8862011Revenue 2012: $13,111Expenses 2012: $17,248Net Income 2012: -$4,1372012Expenses 2013: $20,7592013Revenue 2014: $15,786Expenses 2014: $23,039Net Income 2014: -$7,2532014Revenue 2015: $14,753Expenses 2015: $15,945Net Income 2015: -$1,1922015Revenue 2016: $11,869Expenses 2016: $18,933Net Income 2016: -$7,0642016Revenue 2017: $8,390Expenses 2017: $18,247Net Income 2017: -$9,8572017Revenue 2018: $11,900Expenses 2018: $17,482Net Income 2018: -$5,5822018Revenue 2019: $12,913Expenses 2019: $19,614Net Income 2019: -$6,7012019Revenue 2020: $9,885Expenses 2020: $11,305Net Income 2020: -$1,4202020Revenue 2021: $15,262Expenses 2021: $17,125Net Income 2021: -$1,8632021Revenue 2022: $15,865Expenses 2022: $9,995Net Income 2022: $5,8702022Revenue 2023: $11,468Expenses 2023: $14,880Net Income 2023: -$3,4122023Revenue 2024: $15,099Expenses 2024: $9,053Net Income 2024: $6,0462024

Highlighted filing

2013

Revenue-
Expenses$20,759
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Jul 15, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW ROSSTrustee-$0--
DANIEL ROSSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARMALIBU, CA, US$4,600
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARRockville, MD, US$2,500
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARLos Angeles, CA, US$2,000
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARPacific Palisades, CA, US$1,000
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARMALIBU, CA, US$500
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARPACIFIC PALISADES, CA, US$500
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARMALIBU, CA, US$500
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARLos Angeles, CA, US$500
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARLOS ANGELES, CA, US$500
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARSan Francisco, CA, US$500
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARBerkeley, CA, US$500
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARSwarthmore, PA, US$500
Paid Grant-UNRESTRICTED CHARITABLE PURPOSEPUB. CHARTorrance, CA, US$250
Filing and Contact Details

Filer

EIN
95-6123686
Raw XML AppendixShowing 400 of 431 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/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount01750
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01750
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue08412
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV013779
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0BP PLC SPONSORED ADR 300 SHS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue035874
InvestmentsOtherSchedule2/InvestmentsOther/BookValue115000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue212003
InvestmentsOtherSchedule2/InvestmentsOther/BookValue38398
InvestmentsOtherSchedule2/InvestmentsOther/BookValue417475
InvestmentsOtherSchedule2/InvestmentsOther/BookValue515728
InvestmentsOtherSchedule2/InvestmentsOther/BookValue617692
InvestmentsOtherSchedule2/InvestmentsOther/BookValue743666
InvestmentsOtherSchedule2/InvestmentsOther/BookValue856771
InvestmentsOtherSchedule2/InvestmentsOther/BookValue951502
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0J.P. MORGAN INCOME BLD CL A 3,465.45 SHS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1FRANKLIN INCOME FUND 6,578.947 SHS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2WELLS FARGO ADV MULTI FUND 700 SHS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3GABRELLI DIV & INCOME FUND 500 SHS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4EATON VANCE LTD DUR. INC. FND 1000 SHS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5EATON VANCE TAX ADV. DIV INC FND 900 SH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6CREDIT SUISS ASSET MGT INC.FND 4500 SHS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7OPPENHEIMER INTL BD FD CL A 6715.133 SHS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8OPPENHEIMR STRTEGIC FUND 13,447.027 SHS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9MFS TR IX RESEARCH 4,895.666 SHS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV034689
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV115328
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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV39870
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-7645
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice048059
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-90
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome09525
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-90
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis137094
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-10-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12000-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-05-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-06-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01700.000 OPPENHEIMER INTL BOND CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13994.86300 OPPENHEIMER GOVERNMENT CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss012
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted014333
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj014333
IRS990PF/DistributableAmount/DistributableAmountBeforeDed014333
IRS990PF/DistributableAmount/MinimumInvestmentReturn014428
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome095
IRS990PF/DistributableAmount/TotalTax095
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances012307
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0280656
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04394
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MATTHEW ROSS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DANIEL ROSS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1026933 SEA VISTA DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1126933 SEA VISTA DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MALIBU
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.27872
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IRS990PF/QualifyingDistributions/QualifyingDistributions017080
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10DANIEL ROSS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03105896096
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MAILBU
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
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IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
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IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10ALL CONTRIBUTIONS ARE MADE DIRECLTY TO CHARITABLE ORGANIZATIONS
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount72500
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12UNRESTRICTED CHARITABLE PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12PUB. CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0MALIBU HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1PALISADES HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2MALIBU HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3HEALTHCARE ELDER LAW PROGRAM CORP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4BET TZEDEK LEGAL SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5KEHILLAT ISRAEL SYNAGOGUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6SOUTHWESTERN UNIVERSITY SCHOOL OF L
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7UNITED JEWISH FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8MAILU JEWISH CENTER SYNAGOUGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9UNIVERSITY OF SOUTHERN CALIFORNIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10UNIV OF SAN FRANCISCO SCHOOL OF LAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11UNIVERSITY OF CALIFORNIA BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12SWARTHMORE COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1030215 MORNING VIEW DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1115777 BOWDON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1230215 Morning View Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131404 Cravens Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143250 Wilshire Blvd 13
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1516019 Sunset Blvd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine163050 Wilshire Blvd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine176101 Montrose Rd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1824855 PACIFIC COAST HIGHWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine199033 WILSHIRE BLVD SUITE 300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1102130 Fulton St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1112080 Addison Street 4200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112500 College Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MALIBU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PACIFIC PALISADES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MALIBU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Torrance
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Los Angeles
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Pacific Palisades
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Los Angeles
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Rockville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8MALIBU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10San Francisco
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11Berkeley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12Swarthmore
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090265
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode190272
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode290265
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode390501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode490010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode590272
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode690010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode720852
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode890265
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode990211
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1094117
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1194720
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1219081
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear014350
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear014333
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014333
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203720
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06467
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02747
IRS990PF/UndistributedIncome/ExcessFromYear203720
IRS990PF/UndistributedIncome/QualifyingDistributions017080
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02747
IRS990PF/UndistributedIncome/TotalCorpus06467
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover03720
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome037
OtherIncomeSchedule2/OtherIncome/Description0CAPITAL GAIN DISTRIB.
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome037
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks037
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03471
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1980
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1ARCHIVING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps1980

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.15$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.11$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.16$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.15$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.10$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.13$0.20$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.12$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.08$0.18$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.12$0.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.15$0.16$0.01
2014Summary only. Only limited summary data is available for this year.$2.84$0.00$0.16$0.23$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.21
2012Summary only. Only limited summary data is available for this year.$2.99$0.00$0.13$0.17$0.04
2011Summary only. Only limited summary data is available for this year.$3.03$0.00$0.15$0.18$0.04