Civic Intelligence

The Gildea Foundation Inc

990PF • Fiscal year 2016 • EIN 20-5174160

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
550 South Hope Street No 550Los Angeles, CA 90071-2612

(213) 452-8513

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

59th percentile

3.1%

Faster asset growth than 59% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

56%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,068,793

Up $32,394 (+3.1%) from 2015

Net Assets

Up

$1,068,793

Up $60,314 (+6.0%) from 2015

Liabilities

Down

$0

Down $27,920 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$65,048

Up $23,232 (+56%) from 2015

Expenses

Down

$4,734

Down $699,730 (-99%) from 2015

Net Income

Up

$60,314

Up $722,962 (+109%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,497,369Liabilities 2011: $1,1692011Assets 2012: $2,757,561Liabilities 2012: $103,428Net Assets 2012: $2,654,1332012Assets 2013: $2,746,760Liabilities 2013: $72,196Net Assets 2013: $2,674,5642013Assets 2014: $1,696,029Liabilities 2014: $24,902Net Assets 2014: $1,671,1272014Assets 2015: $1,036,399Liabilities 2015: $27,920Net Assets 2015: $1,008,4792015Assets 2016: $1,068,793Liabilities 2016: $0Net Assets 2016: $1,068,7932016Assets 2017: $1,080,006Liabilities 2017: $0Net Assets 2017: $1,080,0062017Assets 2018: $1,069,403Liabilities 2018: $0Net Assets 2018: $1,069,4032018Assets 2019: $1,090,562Liabilities 2019: $0Net Assets 2019: $1,090,5622019Assets 2020: $1,059,349Liabilities 2020: $0Net Assets 2020: $1,059,3492020Assets 2021: $1,331,676Liabilities 2021: $0Net Assets 2021: $1,331,6762021Assets 2022: $1,259,214Liabilities 2022: $0Net Assets 2022: $1,259,2142022Assets 2023: $1,195,872Liabilities 2023: $0Net Assets 2023: $1,195,8722023Assets 2024: $1,162,908Liabilities 2024: $0Net Assets 2024: $1,162,9082024

Highlighted filing

2016

Assets$1,068,793
Liabilities$0
Net Assets$1,068,793
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $108,293Expenses 2011: $171,135Net Income 2011: -$62,8422011Expenses 2012: $176,6502012Revenue 2013: $180,575Expenses 2013: $156,598Net Income 2013: $23,9772013Revenue 2014: $247,351Expenses 2014: $1,250,788Net Income 2014: -$1,003,4372014Revenue 2015: $41,816Expenses 2015: $704,464Net Income 2015: -$662,6482015Revenue 2016: $65,048Expenses 2016: $4,734Net Income 2016: $60,3142016Revenue 2017: $64,381Expenses 2017: $53,168Net Income 2017: $11,2132017Revenue 2018: $79,477Expenses 2018: $90,080Net Income 2018: -$10,6032018Revenue 2019: $63,578Expenses 2019: $28,412Net Income 2019: $35,1662019Revenue 2020: $776Expenses 2020: $30,197Net Income 2020: -$29,4212020Revenue 2021: $291,884Expenses 2021: $19,557Net Income 2021: $272,3272021Revenue 2022: $26,637Expenses 2022: $99,099Net Income 2022: -$72,4622022Revenue 2023: $28,342Expenses 2023: $91,684Net Income 2023: -$63,3422023Revenue 2024: $37,102Expenses 2024: $70,066Net Income 2024: -$32,9642024

Highlighted filing

2016

Revenue$65,048
Expenses$4,734
Net Income$60,314
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD PATTERSONPresident; Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Gildea Foundation Inc
EIN
20-5174160
Phone
2134528513
Address
550 SOUTH HOPE STREET NO 550, LOS ANGELES, CA 90071-2612

Signing Officer

Name
Richard Patterson
Title
President
Phone
2134528513
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bartlett Pringle & Wolf Llp
Address
1123 CHAPALA ST PO BOX 90860, SANTA BARBARA, CA 93190-0860
Preparer
Eileen F Sheridan
Phone
8059637811
Raw XML AppendixShowing 400 of 547 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, QUESTION 1A(2)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE RECENTLY-APPOINTED FOUNDATION OFFICER IS MAKING INQUIRY TO THE PRIOR MANAGEMENT OF THE FOUNDATION CONCERNING A PARTICULAR RECEIVABLE WHICH WAS SHOWN ON THE BOOKS AND RECORDS WHEN HE WAS APPOINTED. IT APPEARS THAT THE RECEIVABLE WAS SET UP AND PAID OFF DURING 2016, AND THAT, WHILE IT DOES NOT APPEAR TO HAVE INVOLVED A DISQUALIFIED PERSON, CONFIRMATION OF THAT FACT IS BEING SOUGHT. THIS RETURN IS BEING FILED IN GOOD FAITH BASED ON THE FACTS AS KNOWN TO THE TAXPAYER AT THIS TIME.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt252658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc049.1680 SHS ALLIANZ GI NFJ INTL VAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15.2280 SHS BLACKROCK STRAT INCM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc212.9890 SHS LOOMIS SAYLES INVESTMENT GRADE BD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3409 SHS POWERSHARES DB OIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4425.2570 SHS ALLIANZ GI NFJ INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5497.2240 SHS BLACKROCK STRAT INCM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6444.4420 SHS JP MORGAN STRATEGIC INCM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7899.1550 SHS LOOMIS SAYLES INVESTMENT GRADE BD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8683 SHS POWERSHARES DB OIL ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9191.7930 SHS TEMPLETON GLOBAL TOTAL RETURN ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10500 SHS ENERGY TRANSFER PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11850 SHS ENTERPRISE PRODUCTS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12968 SHS KINDER MORGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13313.05 SHS MPLX LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141 SH ALPHABET INC - NONVOTING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151 SH ALPHABET INC - VOTING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc164 SHS AMAZON.COM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1774.629 SHS ANGEL OAK FDS TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1857.503 SHS BLACKROCK FUNDS II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc191 SH INTUITIVE SURGICAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2038.047 SHS JP MORGAN TR I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2147.849 SHS LOOMIS SAYLES FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2231.835 SHS MATTHEWS INTL FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2337.026 SHS AMERICAN FUNDS NEW PERSPECTIVE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2420 SHS NIKE INC CLASS B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03770
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt060314
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01068793
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01008479
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01068793
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt051198
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt051198
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt051198
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt052381
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01183
IRS990PF/DistributableAmountGrp/TotalTaxAmt01183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01175
IRS990PF/FMVAssetsEOYAmt01090987
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012087
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt089236
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt084441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0177901
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0139782
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0155516
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt09784
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt09784
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0187615
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt072982
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt084237
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt027920
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0393837
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0517974
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0393837
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0393837
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01008479
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01068793
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0152909
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0351085
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0351085
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01036399
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01068793
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01090987
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt027920
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01036399
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01068793
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01008479
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01068793
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01063574
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0258041
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0344735
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015954
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0460798
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt052381
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01047620
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01063574
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD PATTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT; SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0550 SOUTH HOPE STREET SUITE 550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0900172612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0224883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0225475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0677583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01230807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0125785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0148001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0146418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.214661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.483083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.446170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01047620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01402623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02758607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02776268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02910841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03056693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.073306
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03000
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/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/IndividualWithBooksNm0SAN PASQUAL FIDUCIARY TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0550 SOUTH HOPE STREET SUITE 550
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0900712612
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02134528513
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE FOUNDATION ROUNDTABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,068,793
Liabilities
$0
Net assets
$1,068,793
Revenue
$65,048
Expenses
$4,734
Net income
$60,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.29$0.02$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.00$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.03$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.00$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.03$1.01$0.04$0.70$0.66
2014Detailed filing. Detailed filing data is available for this year.$1.70$0.02$1.67$0.25$1.25$1.00
2013Detailed filing. Detailed filing data is available for this year.$2.75$0.07$2.67$0.18$0.16$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.76$0.10$2.65$0.18
2011Summary only. Only limited summary data is available for this year.$2.50$0.00$0.11$0.17$0.06