Civic Intelligence

Caselli Foundation Trust

990PF • Fiscal year 2022 • EIN 27-4939712

Jan 01, 2022 to Dec 31, 2022 • Filed on Dec 20, 2024

Organization Profile

6772 Magnolia AvenueRiverside, CA 92506

Siviq Scores

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

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

2022 filings • $1M-$5M nonprofits • Source year 2022

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Higher net margin than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 176.6% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet

Liabilities / Assets31st percentile

Assets

$2,634,093

No earlier filing loaded for comparison.

Net Assets

$2,634,093

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin1st percentile

Revenue

$6,492

No earlier filing loaded for comparison.

Expenses

$121,864

No earlier filing loaded for comparison.

Net Income

-$115,372

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2022

Assets$2,634,093

Liabilities$0

Net Assets$2,634,093

Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2022

Revenue$6,492

Expenses$121,864

Net Income-$115,372

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Dec 20, 2024
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay50th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RANDY BARKLEY	Trustee	-	$11,464	-	$11,464
BARBARA BARKLEY	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Caselli Foundation Trust
EIN: 27-4939712
Phone: 9516847011
Address: 6772 MAGNOLIA AVENUE, RIVERSIDE, CA 92506

Signing Officer

Name: Randy Barkley
Title: Trustee
Signed: 2024-12-20
Discuss with paid preparer: Yes

Preparer

Firm: Teaman Ramirez & Smith Inc
Address: 4201 Brockton Ave Suite 100, Riverside, CA 92501
Preparer: Richard A Teaman CPA
Phone: 9512749500

Raw XML Appendix334 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
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	0	2017-03-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	1	2022-11-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	2	2022-12-06
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	0	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	1	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	2	SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	0	308000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	1	43130
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	2	1801
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	0	11200
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	1	261
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	2	30
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	0	27.5000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	1	27.5000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	2	5.0000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	0	11200
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	1	261
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt	2	30
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	0	MINDORA BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	1	BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	2	APPLIANCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1947497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1947497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	ASSETMARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	CHARLES SCHWAB
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	41145
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-96643
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/BusinessCd	0	532000
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt	0	6841
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt	0	10997
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	REIMBURSEMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	0	20575
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	1
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	-23926
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	6841
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	-17085
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	71563
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	11464
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	11464
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	57800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	57800
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt	0	11491
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	11491
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	41145
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	41145
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	41145
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-115372
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt	0	30418
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt	0	30418
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt	0	30418
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	3664535
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-96643
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	5292
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	6841
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	12086
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	9744
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	31572
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	26809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	26809
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	4421
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	4556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	71563
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	57900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	66271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	121864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	71563
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	6492
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	66271
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	64064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2022-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2022-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	824920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	334617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	2015958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	585683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	2248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	66044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-172035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	7100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	2248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	66044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	-172035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	7100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	827168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	400661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	1843923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	592783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	ASSETMARK 8960 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	ASSETMARK 8960 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	CHARLES SCHWAB 2058 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CHARLES SCHWAB 2058 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2022-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2022-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2022-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-96643
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-169787
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-115372
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	111250
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	2745343
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	2860715
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	2634093
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	142301
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	142301
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	142301
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	142375
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	74
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	74
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	74
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	74
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	74
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	74
IRS990PF/FMVAssetsEOYAmt	0	2834653
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	235000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt	0	235000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	235000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	235000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	101298
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	33156
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	33156
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	2139417
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1947497
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1947497
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt	0	11491
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	429931
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	385000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	418440
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt	0	619000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	2860715
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	2634093
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	2860715
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	2634093
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	2834653
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	2860715
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	2634093
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	2860715
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	2634093
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	2890854
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	70872
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1965982
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	43363
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	854000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	142375
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	2847491
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	2890854
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	11464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	RANDY BARKLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	BARBARA BARKLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	6772 MAGNOLIA AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	6772 MAGNOLIA AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	RIVERSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	RIVERSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	92506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	92506
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	57900
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	57900
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	6772 MAGNOLIA AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	RIVERSIDE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92506
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	RANDY BARKLEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9516847011
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	57800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CALIFORNIA BAPTIST UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	8432 MAGNOLIA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92504
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	57800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	57900
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	142301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	43897
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	8350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	25547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	10000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	43897
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	57900
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	43897
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	40504
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	30
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	1	11200
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	2	261
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	1771
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	296800
LandEtcSchedule2/LandEtcGrp/BookValueAmt	2	42869
LandEtcSchedule2/LandEtcGrp/BookValueAmt	3	77000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	2	Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	3	Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	4	Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	1801
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	308000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	2	43130
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	3	77000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	619000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE REFUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	PAPER STATEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	12086
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	-2366
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	14
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	12086
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	REIMBURSEMENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	10997
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	20575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	26809
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	ADVISORY MANAGMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	26809
TaxesSchedule/TaxesDetail/Amt	0	100
TaxesSchedule/TaxesDetail/Amt	1	4273
TaxesSchedule/TaxesDetail/Amt	2	148
TaxesSchedule/TaxesDetail/Amt	3	10
TaxesSchedule/TaxesDetail/Amt	4	25
TaxesSchedule/TaxesDetail/CategoryTxt	0	CHARTIABLE TAX ATTNY. GENERAL
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	3	FRANCHISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	4	OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	4273
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	148
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RANDY BARKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CASELLI FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	CASE
ReturnHeader/Filer/EIN	0	274939712
ReturnHeader/Filer/PhoneNum	0	9516847011
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6772 MAGNOLIA AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	RIVERSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92506
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	953636462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Teaman Ramirez & Smith Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4201 Brockton Ave Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Riverside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92501
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9512749500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Richard A Teaman CPA
ReturnHeader/ReturnTs	0	2024-12-20T12:02:01-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Assets: $2,634,093
Liabilities: $0
Net assets: $2,634,093
Revenue: $6,492
Expenses: $121,864
Net income: -$115,372

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13	$0.30	$0.35	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$2.85	$0.00	$2.85	$0.08	$0.12	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$2.63	$0.00	$2.63	$0.01	$0.12	$0.12