Nonprofit · EIN 23-7103106
DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES
Tax-exempt · LOS ANGELES, CA 90026
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $992,154 | $274,667 | $717,487 | $54,486,446 | $424,596 | $54,061,850 |
| October 31, 2024 | 990 | $325,456 | $217,045 | $108,411 | $48,895,924 | $438,065 | $48,457,859 |
| October 31, 2023 | 990 | $177,213 | $178,406 | -$1,193 | $46,372,361 | $3,137,912 | $43,234,449 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $992,154
- Net gain from sales of assets
- $861,297
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $81,915
- Program services (functional)
- $163,316
- Management and general (functional)
- $111,351
Balance sheet and other
- Total assets, start of year
- $48,895,924
- Total assets, end of year
- $54,486,446
- Total liabilities, end of year
- $424,596
- Net assets, end of year
- $54,061,850
- Gross unrelated business income
- $84
- Gross receipts
- $25,225,792
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1949
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE RT REV JOHN HARVEY TAYLOR | PRESIDENT/TRUSTEE Trustee or director, Officer | 1 | $0 |
| DONALD HALL | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BRUNSON | TRUSTEE/VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| LYNNE M O BRICKNER | TREASURER/TRUSTEE Trustee or director, Officer | 1 | $0 |
| RYAN HARLOW-NAKANO | TRUSTEE Trustee or director | 1 | $0 |
| PETER REINKE | TRUSTEE Trustee or director | 1 | $0 |
| PETER BROCKETT | TRUSTEE Trustee or director | 1 | $0 |
| ARTUR GRIGORIAN | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW TOMAT | TRUSTEE/SECRETARY Trustee or director, Officer | 1 | $0 |
990 for the year ended October 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE RT REV JOHN HARVEY TAYLOR | PRESIDENT/TRUSTEE Trustee or director, Officer | 1 | $0 |
| ROBERT E WYCOFF | TRUSTEE (RESIGNED 12/23) Trustee or director | 1 | $0 |
| DONALD HALL | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BRUNSON | TRUSTEE/VP(AS OF 02/25/2024) Trustee or director | 1 | $0 |
| CANON ANDREW TOMAT | VP(ENDED 02/25/2024)/SECRETARY/TRUSTEE Trustee or director, Officer | 1 | $0 |
| LYNNE M O BRICKNER | TREASURER/TRUSTEE Trustee or director, Officer | 1 | $0 |
| CANON JAMES H ALEXANDER | TRUSTEE (TERM ENDED 11/23) Trustee or director | 1 | $0 |
| RYAN NAKANO-HARLOW | TRUSTEE Trustee or director | 1 | $0 |
| PETER REINKE | TRUSTEE (AS OF 11/23) Trustee or director | 1 | $0 |
| PETER BROCKETT | TRUSTEE (AS OF 12/23) Trustee or director | 1 | $0 |
| ARTUR GRIGORIAN | TRUSTEE (AS OF 12/23) Trustee or director | 1 | $0 |
990 for the year ended October 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE RT REV JOHN HARVEY TAYLOR | PRESIDENT/TRUSTEE Trustee or director, Officer | 1 | $0 |
| ROBERT E WYCOFF | TRUSTEE Trustee or director | 1 | $0 |
| DONALD HALL | TRUSTEE Trustee or director | 1 | $0 |
| JOHN BRUNSON | TRUSTEE Trustee or director | 1 | $0 |
| CANON ANDREW TOMAT | VP/SECRETARY/TRUSTEE Trustee or director, Officer | 1 | $0 |
| LYNNE M O BRICKNER | TREASURER/TRUSTEE Trustee or director, Officer | 1 | $0 |
| CANON JAMES H ALEXANDER | TRUSTEE Trustee or director | 1 | $0 |
| RYAN NAKANO-HARLOW | TRUSTEE Trustee or director | 1 | $0 |
| SHERMAN TELLEEN | TRUSTEE (RESIGNED 12/2022) Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 840 ECHO PARK AVE, LOS ANGELES, CA 90026-4209
- In care of
- % LEDY HERNANDEZ
- Principal officer (990 for 2024)
- RT REV JOHN H TAYLOR, 840 ECHO PARK AVENUE, LOS ANGELES, CA 90026
- Signed the 990
- LYNNE BRICKNER, TREASURER
- Phone
- (213) 482-2040
- Website
- WWW.LADIOCESE.ORG
- Return prepared by
- WOLF & COMPANY PC
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7103106 or by the name DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE PURPOSE OF THE TRUST IS TO PROVIDE AN INVESTMENT FUND FOR VARIOUS PROTESTANT EPISCOPAL CHURCHES AND ORGANIZATIONS IN THE DIOCESE OF LOS ANGELES AND THE DIOCESE OF SAN DIEGO.
Program accomplishments
- THE TRUST PROVIDES A WELL DIVERSIFIED INVESTMENT VEHICLE FOR THE PROTESTANT EPISCOPAL CHURCHES AND ORGANIZATIONS OF THE DIOCESE OF LOS ANGELES AND THE DIOCESE OF SAN DIEGO TO INVEST THEIR FUNDS. THE INVESTMENT FUNDS IN WHICH THE TRUST INVESTS RETAINS THE INCOME AND AS SUCH THE TRUST EARNS APPRECIATION AS WELL AS CURRENT INVESTMENT INCOME.Expenses $163,316
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 23-7103106
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1951
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X120)
- Assets (IRS master file)
- $54,486,446
- Income (IRS master file)
- $25,225,792
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $992,154 | $274,667 | $54,486,446 | XML |
| 990-T | October 2025 | – | – | – | IRS |
| 990 | October 2024 | $325,456 | $217,045 | $48,895,924 | XML |
| 990-T | October 2024 | – | – | – | IRS |
| 990 | October 2023 | $177,213 | $178,406 | $46,372,361 | XML |
| 990-T | October 2023 | – | – | – | IRS |
| 990 | October 2022 | -$358,083 | $189,703 | $44,696,567 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7103106).
Questions about DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES
- What is the EIN of DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES?
- The employer identification number (EIN) of DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES is 23-7103106.
- Is DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES?
- The 990 for the year ended October 31, 2025 names RT REV JOHN H TAYLOR.
- Who are the officers and directors of DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES?
- The 990 for the year ended October 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does DIOCESAN INVESTMENT TRUST OF THE DIOCESE OF LOS ANGELES have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $992,154, expenses of $274,667 and total assets of $54,486,446 at year end.
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