Civic Intelligence

The Hugh and Hazel Darling Foundation

990PF • Fiscal year 2022 • EIN 95-6874901

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 16, 2023

Organization Profile
520 South Grand Avenue Suite 395Los Angeles, CA 90071-2600

(213) 683-5200

Siviq Scores

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

Liabilities / Assets

49th percentile

0.08x

Higher debt load relative to assets than 49% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.93x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$128,400

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

31st percentile

-5.0%

Faster asset growth than 31% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-64%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$17,385,474

Down $911,057 (-5.0%) from 2021

Net Assets

Up

$15,964,510

Up $472,756 (+3.1%) from 2021

Liabilities

Down

$1,420,964

Down $1,383,813 (-49%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin78th percentile

Revenue

Down

$1,520,788

Down $2,695,295 (-64%) from 2021

Expenses

Down

$1,048,032

Down $1,995,196 (-66%) from 2021

Net Income

Down

$472,756

Down $700,099 (-60%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$60M$40M$20M$0Assets 2011: $18,006,014Liabilities 2011: $1,658,292Net Assets 2011: $16,347,7222011Assets 2012: $17,851,105Liabilities 2012: $1,108,2122012Assets 2013: $18,058,720Liabilities 2013: $1,607,402Net Assets 2013: $16,451,3182013Assets 2014: $18,686,625Liabilities 2014: $732,583Net Assets 2014: $17,954,0422014Assets 2015: $18,512,468Liabilities 2015: $3,377,133Net Assets 2015: $15,135,3352015Assets 2016: $17,948,446Liabilities 2016: $3,422,933Net Assets 2016: $14,525,5132016Assets 2017: $17,457,781Liabilities 2017: $3,591,643Net Assets 2017: $13,866,1382017Assets 2018: $17,498,355Liabilities 2018: $3,362,135Net Assets 2018: $14,136,2202018Assets 2019: $16,991,116Liabilities 2019: $2,676,946Net Assets 2019: $14,314,1702019Assets 2020: $16,440,219Liabilities 2020: $2,121,320Net Assets 2020: $14,318,8992020Assets 2021: $18,296,531Liabilities 2021: $2,804,777Net Assets 2021: $15,491,7542021Assets 2022: $17,385,474Liabilities 2022: $1,420,964Net Assets 2022: $15,964,5102022Assets 2023: $43,827,503Liabilities 2023: $285,513Net Assets 2023: $43,541,9902023Assets 2024: $46,517,297Liabilities 2024: $1,106,848Net Assets 2024: $45,410,4492024

Highlighted filing

2022

Assets$17,385,474
Liabilities$1,420,964
Net Assets$15,964,510
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $2,062,4352011Revenue 2012: $1,600,925Expenses 2012: $1,205,754Net Income 2012: $395,1712012Revenue 2013: $1,973,293Expenses 2013: $2,264,868Net Income 2013: -$291,5752013Revenue 2014: $2,640,380Expenses 2014: $1,137,656Net Income 2014: $1,502,7242014Revenue 2015: $1,882,154Expenses 2015: $4,700,861Net Income 2015: -$2,818,7072015Revenue 2016: $1,404,743Expenses 2016: $2,014,565Net Income 2016: -$609,8222016Revenue 2017: $1,489,564Expenses 2017: $2,148,939Net Income 2017: -$659,3752017Revenue 2018: $2,225,527Expenses 2018: $1,955,445Net Income 2018: $270,0822018Revenue 2019: $1,742,733Expenses 2019: $1,564,783Net Income 2019: $177,9502019Revenue 2020: $1,631,432Expenses 2020: $1,626,703Net Income 2020: $4,7292020Revenue 2021: $4,216,083Expenses 2021: $3,043,228Net Income 2021: $1,172,8552021Revenue 2022: $1,520,788Expenses 2022: $1,048,032Net Income 2022: $472,7562022Revenue 2023: $3,308,131Expenses 2023: $1,256,332Net Income 2023: $2,051,7992023Revenue 2024: $4,789,408Expenses 2024: $3,055,493Net Income 2024: $1,733,9152024

Highlighted filing

2022

Revenue$1,520,788
Expenses$1,048,032
Net Income$472,756
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 16, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD L STACKTrusteePT$128,400-$128,400
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAZUSA PACIFIC UNIVERSITYSTUDENT COMMONS FSACILITIESPUBLICAZUSA, CA, US$250,000
Paid GrantCHAPMAN UNIVERSITY SCHOOL OF LAWENDOWED CHAIRPUBLICORANGE, CA, US$250,000
Paid GrantSIMPSON UNIVERSITYFACILITIES CONSTRUCTIONPUBLICREDDING, CA, US$250,000
Paid GrantWESTMONT COLLEGEFACILITIES PURCHASE AND RENOVATIONPUBLICSANTA BARBARA, CA, US$175,000
Paid GrantWILLIAM JESSUP UNIVERSITYFACILITIES CONSTRUCTIONPUBLICROCKLIN, CA, US$175,000
Paid GrantTHRIVING CHURCHES INTERNATIONALPROGRAM SUPPORT AND SCHOLORSHIPSPUBLICROSEVILLE, CA, US$125,000
Paid GrantPACIFIC LEGAL FOUNDATIONFELLOWS PROGRAMPUBLICSACRAMENTO, CA, US$100,000
Paid GrantPEPPERDINE UNIVERSITYPROGRAM SUPPORTPUBLICMALIBU, CA, US$100,000
Paid GrantUNIVERSITY OF SAN DIEGOCONSTITUTIONAL ORIGINALISM CENTERPUBLICSAN DIEGO, CA, US$75,000
Paid GrantFULLER THEOOGICAL SEMINARYPROGRAM SUPPORTPUBLICPASADENA, CA, US$50,000
Paid GrantTHOMAS AQUINAS COLLEGESTUDENT SCHOLARSHIPSPUBLICSANTA PAULA, CA, US$50,000
Paid GrantPACIFIC RESEARCH INSTITUTEEDUCATION PROGRAM SUPPORTPUBLICSAN FRANCISCO, CA, US$40,000
Paid GrantTHE BASIC FUNDSTUDENT SCHOLARSHIPSPUBLICOAKLAND, CA, US$40,000
Paid GrantCHRISTIAN LEGAL AID OF LOS ANGELESINTERNSHIP PROGRAMPUBLICLOS ANGELES, CA, US$39,000
Paid GrantMANHATTAN INSTITUTE FOR POLICY RESEARCHCA ADAM SMITH SOCIETYPUBLICNEW YORK, NY, US$30,000
Paid GrantTHE FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STUDIESCALIFORNIA PROGRAM SUPPORTPUBLICWASHINGTON, DC, US$30,000
Paid GrantLOYOLA LAW SCHOOLSTUDENT SCHOLARSHIPSPUBLICLOS ANGELES, CA, US$25,000
Paid GrantPEPPERDINE UNIVERSITYSTUDENT SCHOLARSHIPSPUBLICMALIBU, CA, US$25,000
Paid GrantSAN DIEGO CHRISTIAN COLLEGESTUDENT SCHOLARSHIPSPUBLICSANTEE, CA, US$25,000
Paid GrantTHE FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STUDIESCALIFORNIA PROGRAM SUPPORTPUBLICWASHINGTON, DC, US$25,000
Paid GrantTHE INDEPENDENT INSTITUTEEDUCATION PROGRAM SUPPORTPUBLICOAKLAND, CA, US$25,000
Paid GrantHOPE INTERNATIONAL UNIVERSITYTECHNOLOGYPUBLICFULLERTON, CA, US$15,000
Paid GrantLA MISSIONEDUCATION PROGRAM SUPPORTPUBLICLOS ANGELES, CA, US$15,000
Paid GrantTHE CLAREMONT INSTITUDEFELLOWSHIPPUBLICUPLAND, CA, US$15,000
Paid GrantAZUSA PACIFIC UNIVERSITYSTUDENT SCHOLARSHIPSPUBLICAZUSA, CA, US$10,000
Paid GrantBIOLA UNIVERSITYSTUDENT SCHOLORSHIPSPUBLICLA MIRADA, CA, US$10,000
Paid GrantBLIND CHILDREN'S CENTEREDUCATION PROGRAM SUPPORTPUBLICLOS ANGELES, CA, US$10,000
Paid GrantCHAPMAN UNIVERSITY SCHOOL OF LAWSTUDENT SCHOLORSHIPSPUBLICORANGE, CA, US$10,000
Paid GrantDON BOSCO TECHNICAL INSTITUTESTUDENT SCHOLARSHIPSPUBLICROSEMEAD, CA, US$10,000
Paid GrantOUR LADY OF PERPETUAL HELP SCHOOLFACILITIES RENOVATIONSPUBLICDALY CITY, CA, US$10,000
Paid GrantPACIFIC UNION COLLEGESTUDENT SCHOLARSHIPSPUBLICANGWIN, CA, US$10,000
Paid GrantPOINT LOMA NAZARENE UNIVERSITYSTUDENT SCHOLARSHIPSPUBLICSAN DIEGO, CA, US$10,000
Paid GrantWESTERN CHRISTIAN SCHOOLSSTUDENT SCHOLORSHIPSPUBLICCLAREMONT, CA, US$10,000
Paid GrantBOYS AND GIRLS CLUBEDUCATION PROGRAM SUPPORTPUBLICVISTA, CA, US$5,000
Paid GrantDREAM CENTER FOUNDATIONSTUDENT SCHOLORSHIPSPUBLICLOS ANGELES, CA, US$5,000
Paid GrantEXCEPTIONAL CHILDRENS FOUNDATIONEDUCATION PROGRAM SUPPORTPUBLICCULVER CITY, CA, US$5,000
Paid GrantJUNIPERO SERRA HSSTUDENT SCHOLORSHIPSPUBLICGARDENA, CA, US$5,000
Paid GrantMATER DEI CATHOLIC HSSTUDENT SCHOLORSHIPSPUBLICCHULA VISTA, CA, US$5,000
Paid GrantVERBUM DEI JESUIT HSSTUDENT SCHOLORSHIPSPUBLICLOS ANGELES, CA, US$5,000
Paid GrantWHITTIER CHRISTIAN HSSTUDENT SCHOLORSHIPSPUBLICLA HABRA, CA, US$5,000
Paid GrantPAGEANT OF THE MASTERS FESTIVAL OF THE ARTSEDUCATION PROGRAM SUPPORTPUBLICLAGUNA BEACH, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
The Hugh and Hazel Darling Foundation
EIN
95-6874901
Phone
2136835200
Address
520 SOUTH GRAND AVENUE SUITE 395, LOS ANGELES, CA 90071-2600

Signing Officer

Name
Richard L Stack
Title
Trustee
Phone
2136835200
Signed
2023-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
3655 NOBEL DRIVE SUITE 300, SAN DIEGO, CA 92122
Preparer
David W Cortney
Phone
8585974100
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DistributionFromCorpusElection/ElectionDesc0PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE HUGH AND HAZEL DARLING FOUNDATION, ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. _______________________________ _____________________RICHARD L. STACK, TRUSTEE DATE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MINERAL INTEREST-GRAY COUNTY TX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MINERAL INTEREST (GAS)-GRAY COUNTY TX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MINERAL INTEREST-ALBERTA, CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MINERAL INTEREST-LOS ANGELES, CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4UNIMPROVED REAL PROPERTY(KERN COUNTY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PERSONAL PROPERTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PARTNERSHIP INTEREST-OWEN COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PARTNERSHIP INTEREST-ALLEC STREET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8UNITED STATES TREASURY BILL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MSILF TREASURY SECURITIES INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10PARTNERSHIP INTEREST IN OWEN MANAGEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PATNERSHIP INTEREST IN ALLEC STREET MANAGEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PATNERSHIP INTEREST IN MAGELLAN MIDSTREAM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PARTNERSHIP INTEREST IN ENTERPRISE PRODUCT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt424000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt572512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64725905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71002550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt86197740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91888493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1047737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1110127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12527205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13489636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0797624
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0315793
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0167685
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0239686
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01520788
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01520788
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt014300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt021450
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0315793
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0115560
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012840
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0128400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02075000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0710000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0794992
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0797624
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0472756
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0167685
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0167685
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05878348
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0315793
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01350584
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0167685
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt022657
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt025046
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt02783
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt027828
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04660
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06337
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0171329
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0239686
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt018652
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt080061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02228585
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt099215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01048032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01449799
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01520788
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0153585
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt099215
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0338032
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01169
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0130
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05562555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0312624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0312624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05875179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CASHPLUS BONUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SECTION 1231 PASS-THROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0315793
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0472756
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015964510
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015491754
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015964510
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02128348
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02128348
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02128348
IRS990PF/DistributableAmountGrp/IncomeTaxAmt011549
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02158670
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018773
IRS990PF/DistributableAmountGrp/TotalTaxAmt030322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt021000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018773
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021000
IRS990PF/FMVAssetsEOYAmt044031015
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt015491754
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt015964510
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02962577
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02759180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02620807
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05500263
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04473121
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021033204
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt02765000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01400000
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0370508
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0745000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0374492
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0374492
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt04804942
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07559856
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09210591
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014998958
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt039777
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt020964
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01587073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0319121
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0319121
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018296531
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017385474
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt044031015
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02804777
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01420964
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018296531
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017385474
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015491754
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015964510
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0312272
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0248969
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0253983
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt043830858
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01559922
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032165767
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0657463
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010105169
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02158670
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt043173395
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt043830858
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0128400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD L STACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0520 SOUTH GRAND AVENUE SUITE 395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0900712600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02228585
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02228585
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,385,474
Liabilities
$1,420,964
Net assets
$15,964,510
Revenue
$1,520,788
Expenses
$1,048,032
Net income
$472,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$46.5$1.11$45.4$4.79$3.06$1.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.8$0.29$43.5$3.31$1.26$2.05
2022Detailed filing. Detailed filing data is available for this year.$17.4$1.42$16.0$1.52$1.05$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$2.80$15.5$4.22$3.04$1.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$2.12$14.3$1.63$1.63$0.00
2019Detailed filing. Detailed filing data is available for this year.$17.0$2.68$14.3$1.74$1.56$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$3.36$14.1$2.23$1.96$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$3.59$13.9$1.49$2.15$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$3.42$14.5$1.40$2.01$0.61
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$3.38$15.1$1.88$4.70$2.82
2014Detailed filing. Detailed filing data is available for this year.$18.7$0.73$18.0$2.64$1.14$1.50
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$1.61$16.5$1.97$2.26$0.29
2012Summary only. Only limited summary data is available for this year.$17.9$1.11$1.60$1.21$0.40
2011Detailed filing. Detailed filing data is available for this year.$18.0$1.66$16.3$2.06