Civic Intelligence

The Hugh and Hazel Darling Foundation

990PF • Fiscal year 2023 • EIN 95-6874901

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

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

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.09x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

28th percentile

$113,400

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

98th percentile

152%

Faster asset growth than 98% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

118%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$43,827,503

Up $26,442,029 (+152%) from 2022

Net Assets

Up

$43,541,990

Up $27,577,480 (+173%) from 2022

Liabilities

Down

$285,513

Down $1,135,451 (-80%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin92nd percentile

Revenue

Up

$3,308,131

Up $1,787,343 (+118%) from 2022

Expenses

Up

$1,256,332

Up $208,300 (+20%) from 2022

Net Income

Up

$2,051,799

Up $1,579,043 (+334%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2023

Assets$43,827,503
Liabilities$285,513
Net Assets$43,541,990
Open 2023 Filing

Operations Trend

Revenue Growth92nd 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

2023

Revenue$3,308,131
Expenses$1,256,332
Net Income$2,051,799
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD L STACKTrusteePT$113,400-$113,400
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWESTMONT COLLEGEFACILITIES PURCHASE AND RENOVATIONPUBLICSANTA BARBARA, CA, US$750,000
Paid GrantCHAPMAN UNIVERSITY SCHOOL OF LAWENDOWED CHAIRPUBLICORANGE, CA, US$250,000
Paid GrantTHRIVING CHURCHES INTERNATIONALPROGRAM SUPPORT AND SCHOLORSHIPSPUBLICROSEVILLE, CA, US$125,000
Paid GrantPACIFIC RESEARCH INSTITUTEBROWN/KOLKEY VISITING PROFESSORSPUBLICSACRAMENTO, CA, US$100,000
Paid GrantPEPPERDINE UNIVERSITYRELIGIOUS LIBERTY CLINICPUBLICMALIBU, CA, US$100,000
Paid GrantPEPPERDINE UNIVERSITYRELIGOUS LIBERTY CLINICPUBLICMALIBU, CA, US$100,000
Paid GrantSIMPSON UNIVERSITYTECH & ENGINEERING GRANTPUBLICREDDING, CA, US$100,000
Paid GrantUNIVERSITY OF SAN DIEGOCONSTITUTIONAL ORIGINALISM CENTERPUBLICSAN DIEGO, CA, US$75,000
Paid GrantPEPPERDINE UNIVERSITYLEGAL AID CLINIC GRANTPUBLICMALIBU, CA, US$50,000
Paid GrantTHE BASIC FUNDSTUDENT SCHOLARSHIPSPUBLICOAKLAND, CA, US$50,000
Paid GrantTHE FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STUDIESCALIFORNIA PROGRAM SUPPORTPUBLICWASHINGTON, DC, 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 GrantCHRISTIAN LEGAL AID OF LOS ANGELESINTERNSHIP PROGRAMPUBLICLOS ANGELES, CA, US$39,000
Paid GrantTHE INDEPENDENT INSTITUTEEDUCATION PROGRAM SUPPORTPUBLICOAKLAND, CA, US$35,000
Paid GrantCHAPMAN UNIVERSITY SCHOOL OF LAWFACULTY SUPPORTPUBLICORANGE, CA, US$25,000
Paid GrantLOYOLA LAW SCHOOLSTUDENT SCHOLARSHIPSPUBLICLOS ANGELES, CA, US$25,000
Paid GrantAZUSA PACIFIC UNIVERSITYSTUDENT SCHOLARSHIPSPUBLICAZUSA, CA, US$15,000
Paid GrantLA MISSIONEDUCATION PROGRAM SUPPORTPUBLICLOS ANGELES, CA, US$15,000
Paid GrantTHE CLAREMONT INSTITUTEFELLOWSHIPPUBLICUPLAND, CA, US$15,000
Paid GrantDON BOSCO TECHNICAL INSTITUTESTUDENT SCHOLARSHIPSPUBLICROSEMEAD, CA, US$10,000
Paid GrantLIFE PACIFIC UNIVERSITYSTUDENT SCHOLARSHIPSPUBLICSAN DIMAS, CA, US$10,000
Paid GrantOUR LADY OF PERPETUAL HELP SCHOOLSCIENCE CURRICULUMPUBLICDALY CITY, CA, US$10,000
Paid GrantPACIFIC UNION COLLEGESTUDENT SCHOLARSHIPSPUBLICANGWIN, CA, US$10,000
Paid GrantPACIFICA CHRISTIAN HIGH SCHOOLGENERAL SUPPORTPUBLICSANTA MONICA, CA, US$10,000
Paid GrantPOINT LOMA NAZARENE UNIVERSITYGREEN4GOLD CAMPAIGNPUBLICSAN DIEGO, CA, US$10,000
Paid GrantWESTERN CHRISTIAN SCHOOLSSTUDENT SCHOLORSHIPSPUBLICCLAREMONT, CA, US$10,000
Paid GrantBLIND CHILDREN'S CENTEREDUCATION PROGRAM SUPPORTPUBLICLOS ANGELES, CA, US$5,000
Paid GrantBOYS & GIRLS CLUB OF VISTAEDUCATION PROGRAMPUBLICVISTA, 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 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
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
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/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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0954415
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01873493
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0239477
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0240397
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PAYROLL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0349
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03307782
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0349
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03308131
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03615
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07230
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010845
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01873493
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0102060
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011340
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0113400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0950000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0951840
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0954415
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02051799
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0239477
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0239477
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04051787
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01873493
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03167174
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0239477
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt019598
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02178
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt021775
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt023570
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt02619
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt026188
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010583
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0177417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0240746
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01802
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt069034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02263340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt075053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01256332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03242227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03308131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0163340
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt075053
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0306332
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04056
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0451
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01987-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02107006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01216268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1657225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01216268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1657225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03323274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1728513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS STOCKS AND BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110,500 UNITS MAGELLAN MIDSTREAM PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01873493
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02051799
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt025525681
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt043541990
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015964510
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt043541990
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02129888
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02129888
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02129888
IRS990PF/DistributableAmountGrp/IncomeTaxAmt017769
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02191681
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt044024
IRS990PF/DistributableAmountGrp/TotalTaxAmt061793
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0283
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt023000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt044024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt044024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt044024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04704
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt039603
IRS990PF/FMVAssetsEOYAmt043827503
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02759180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01780270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01780270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04473121
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020115002
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020115002
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt015964510
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt043541990
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01400000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0250000
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0370508
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt05545958
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0374492
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt05175450
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt05175450
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt042827
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt042827
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09210591
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015657409
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015657409
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt020964
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt035513
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0319121
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0879057
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0879057
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017385474
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt043827503
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt043827503
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01420964
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0285513
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017385474
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt043827503
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015964510
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt043541990
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0248969
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0177488
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0177488
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044501145
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01070340
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032147919
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0667517
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt011282886
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02191681
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt043833628
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044501145
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0113400
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/ExpensesAndContributionsAmt02263340
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02263340
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/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD L STACK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0520 SOUTH GRAND AVENUE SUITE 395
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0900712600
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$43,827,503
Liabilities
$285,513
Net assets
$43,541,990
Revenue
$3,308,131
Expenses
$1,256,332
Net income
$2,051,799
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
2023Detailed filing. Detailed filing data is available for this year.$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