Civic Intelligence

Lillian H Corey Charitable Trust

EIN 33-0514612 • 501(c)3 • Newport Beach, CA

Profile

Provide for the design, construction, furnishing, equipping and maintenance of an addition or wing to the california home for the aged, inc

521 El ModenaNewport Beach, CA 92663
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

591%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,724,440

Up $352,535 (+15%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,724,440

Up $352,535 (+15%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin90th percentile

Revenue

Up

$544,819

Up $465,991 (+591%) from 2024

Expenses

Up

$251,181

Up $67,739 (+37%) from 2024

Net Income

Up

$293,638

Up $398,252 (+381%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2018: $1,951,758Liabilities 2018: $7,500Net Assets 2018: $1,944,2582018Assets 2019: $1,888,671Liabilities 2019: $0Net Assets 2019: $1,888,6712019Assets 2020: $1,753,545Liabilities 2020: $0Net Assets 2020: $1,753,5452020Assets 2021: $1,676,074Liabilities 2021: $0Net Assets 2021: $1,676,0742021Assets 2022: $2,476,520Liabilities 2022: $0Net Assets 2022: $2,476,5202022Assets 2023: $2,371,906Liabilities 2023: $0Net Assets 2023: $2,371,9062023Assets 2024: $2,371,905Liabilities 2024: $0Net Assets 2024: $2,371,9052024Assets 2025: $2,724,440Liabilities 2025: $0Net Assets 2025: $2,724,4402025

Highlighted filing

2025

Assets$2,724,440
Liabilities$0
Net Assets$2,724,440
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2018: $60,509Expenses 2018: $150,154Net Income 2018: -$89,6452018Revenue 2019: $139,866Expenses 2019: $195,453Net Income 2019: -$55,5872019Revenue 2020: $8,562Expenses 2020: $143,688Net Income 2020: -$135,1262020Revenue 2021: $71,480Expenses 2021: $148,951Net Income 2021: -$77,4712021Revenue 2022: $910,898Expenses 2022: $110,452Net Income 2022: $800,4462022Revenue 2023: $76,041Expenses 2023: $180,655Net Income 2023: -$104,6142023Revenue 2024: $78,828Expenses 2024: $183,442Net Income 2024: -$104,6142024Revenue 2025: $544,819Expenses 2025: $251,181Net Income 2025: $293,6382025

Highlighted filing

2025

Revenue$544,819
Expenses$251,181
Net Income$293,638
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,724,440
Liabilities
$0
Net assets
$2,724,440
Revenue
$544,819
Expenses
$251,181
Net income
$293,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.00$2.72$0.54$0.25$0.29
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.08$0.18$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.08$0.18$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.91$0.11$0.80
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$0.07$0.15$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.01$0.14$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.14$0.20$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.01$1.94$0.06$0.15$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 10, 2025
Return Version
2024v5.0
Gross Receipts
$1,371,092
Mission and Program Overview

Mission

Provide for the design, construction, furnishing, equipping and maintenance of an addition or wing to the california home for the aged, inc

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,430,802$2,724,440▲ $293,638
Investments in Publicly Traded Securities$2,278,902$2,463,634▲ $184,732
Savings and Temporary Cash Investments$51,900$160,804▲ $108,904
Land, Buildings, and Equipment, Net$100,000$100,000→ $0
Cash and Non-Interest-Bearing Accounts-$2-
Total Assets$2,430,802$2,724,440▲ $293,638
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,430,802$2,724,440▲ $293,638
Total Liabilities and Net Assets / Fund Balance$2,430,802$2,724,440▲ $293,638

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$100,000--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Kristen AdamsTrustee
Paul H HagopianTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$547,753
Other Revenue
$-2,934
Change in Net Assets
$293,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,381
Grants and Similar Amounts Paid$80,000
Salaries, Compensation, and Employee Benefits$36,800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$20,000$106,996-$126,996
Grants to Domestic Orgs$80,000--$80,000
Other Salaries and Wages$27,800$9,000-$36,800
Fees for Services Accounting$3,675$3,675-$7,350
Other Expenses$35--$35
Total Functional Expenses$131,510$119,671$0$251,181
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CA Home for the Aged IncFresno, CA-See Part I, Q 1$20,000
CA Home for the Aged IncFresno, CA-See Part I, Q 1$20,000
CA Home for the Aged IncFresno, CA-See Part I, Q 1$20,000
CA Home for the Aged IncFresno, CA-See Part I, Q 1$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“Form 990, part vi, line 12a - written conflict of interest policy the charitable trust is subject to, and complies with, all the laws, regulations and rules for such an entity, including self-dealing, and is under the supervision by the attorney general of the state of ca. Form 990, part vi, line 13 - written whitleblower policy as the charitable trust has only 2 trustees, no whistleblower policy is needed. Form 990, part vi, line 14 - written document retention and destruction the charitable trust retains all its written documents as required by the governing agencies.”

Form 990, Page 6, Part VI, Line 6

“The organization has two members (trustees)”

Form 990, Page 6, Part VI, Line 7A

“The two members (trustees) have power to elect or appoint the governing body.”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Lillian H Corey Charitable Trust
EIN
33-0514612
Phone
7145434185
Address
521 EL MODENA, NEWPORT BEACH, CA 92663

Signing Officer

Name
Paul H Hagopian
Title
Trustee
Phone
7146331222
Signed
2025-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul H Hagopian
Formed
1991
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Foresight CPA Group Pc
Address
20 EXECUTIVE PARK STE 100, IRVINE, CA 92614
Preparer
Kevin Baggaley CPA
Phone
9492612644
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Allocated expenses related to the trust's support to the california home for the aged, inc”

Raw XML Appendix346 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
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IRS990/BooksInCareOfDetail/PersonNm0PAUL H HAGOPIAN
IRS990/BooksInCareOfDetail/PhoneNum07145434185
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 W ORANGEWOOD SUITE 130
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORANGE
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt080000
IRS990/CYInvestmentIncomeAmt0547753
IRS990/CYOtherExpensesAmt0134381
IRS990/CYOtherRevenueAmt0-2934
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0293638
IRS990/CYSalariesCompEmpBnftPaidAmt036800
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0544819
IRS990/DAFExcessBusinessHoldingsInd0false
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IRS990/DelegationOfMgmtDutiesInd0false
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
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IRS990/ExpenseAmt035
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IRS990/FeesForServicesAccountingGrp/TotalAmt07350
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IRS990/FeesForServicesLegalGrp/ProgramServicesAmt020000
IRS990/FeesForServicesLegalGrp/TotalAmt0126996
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GainOrLossGrp/OtherAmt021202
IRS990/GainOrLossGrp/SecuritiesAmt0429434
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt080000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt080000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt021202
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01229024
IRS990/GrossReceiptsAmt01371092
IRS990/GrossRentsGrp/RealAmt023749
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt095576
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01541
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt097117
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02278902
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02463634
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0100000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0100000
IRS990/LandBldgEquipCostOrOtherBssAmt0100000
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0799590
IRS990/LessRentalExpensesGrp/RealAmt026683
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE FOR THE DESIGN, CONSTRUCTION, FURNISHING, EQUIPPING AND MAINTENANCE OF AN ADDITION OR WING TO THE CALIFORNIA HOME FOR THE AGED, INC
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02430802
IRS990/NetAssetsOrFundBalancesEOYAmt02724440
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021202
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0429434
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0450636
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-2934
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-2934
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0OFFICE EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt035
IRS990/OtherExpensesGrp/TotalAmt035
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt027800
IRS990/OtherSalariesAndWagesGrp/TotalAmt036800
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0131475
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt080000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt080000
IRS990/PYInvestmentIncomeAmt066155
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IRS990/PYSalariesCompEmpBnftPaidAmt041000
IRS990/PYTotalExpensesAmt0183442
IRS990/PYTotalRevenueAmt078828
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0293638
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-2934
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02430802
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt051900
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0160804
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE LILLIAN HAGOPIAN COREY CHARITABLE TRUST (THE "TRUST") WAS ESTABLISHED TO PROVIDE FOR THE "DESIGN, CONSTRUCTION, FURNISHING, EQUIPPING AND MAINTENANCE OF AN ADDITIONAL FACILITY FOR THE CALIFORNIA HOME FOR THE AGED, INC (THE "HOME"). A TRUST ADVISORY COMMITTEE WAS ESTABLISHED CONSISTING OF TWO MEMBERS FROM THE BOARD OF DIRECTORS OF THE HOME, AND THE TWO CO-TRUSTEES OF THE TRUST. THE COMMITTEE'S ROLE IS TO "DISCUSS THE STATUS AND ADMINISTRATION OF THE TRUST, THE STATUS OF THE TRUST ACCOUNT HELD BY THE HOME, AND THE STATUS OF THE HOME'S PLANS TO CONSTRUCT THE ADDITION CONTEMPLATED IN THE TRUST". THE TRUST ADVISORY COMMITTEE HAS MET FROM TIME TO TIME TO CONSIDER AND ADDRESS PROJECTS INVOLVING THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE ANSWER TO SECTION D, LINE 2 ABOVE THE TRUST IS OPEN TO ANY REQUESTS BY THE HOME.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2SEE ANSWER TO SECTION D, QUESTION 2. IN ADDITION, SUBSTANTIALLY ALL OF THE ACTIVITIES OF THE TRUST FURTHERED THE EXEMPT PURPOSES OF THE HOME BY PROVIDING CONSTRUCTION EXPERTISE AND FUNDING FOR AGREED TO CONSTRUCTION RELATED PROJECTS. THE HOME IS THE ONLY ORGANIZATION SUPPORTED BY THE TRUST. THE TRUSTEES HAVE DIRECT COMMUNICATION WITH THE MEMBERS OF THE BOARD AND THE CEO OF THE HOME.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3SEE ANSWER TO SECTION E, QUESTION 2A ABOVE FOR A NUMBER OF PROJECTS OVER THE YEARS, THE TRUST PROVIDED THE CONSTRUCTION EXPERTISE AND FUNDING IN ORDER FOR THE HOME TO COMPLETE THE NEEDED CONSTRUCTION ACTIVITIES. IF THE TRUST WERE NOT ENGAGED, THE HOME ITSELF WOULD HAVE NEEDED TO BE DIRECTLY INVOLVED IN THE CONSTRUCTION AND FUNDING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941193572
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt080000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CALIFORNIA HOME FOR THE AGED INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0CALIFORNIA HOME FOR THE AGED INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt080000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0100000
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0100000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0100000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt320000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART I, Q 1
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SEE PART I, Q 1
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SEE PART I, Q 1
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SEE PART I, Q 1
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CA HOME FOR THE AGED INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CA HOME FOR THE AGED INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CA HOME FOR THE AGED INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CA HOME FOR THE AGED INC
IRS990ScheduleI/RecipientTable/RecipientEIN0941193572
IRS990ScheduleI/RecipientTable/RecipientEIN1941193572
IRS990ScheduleI/RecipientTable/RecipientEIN2941193572
IRS990ScheduleI/RecipientTable/RecipientEIN3941193572
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06720 E KINGS CANYON RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16720 E KINGS CANYON RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt26720 E KINGS CANYON RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt36720 E KINGS CANYON RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FRESNO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FRESNO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2FRESNO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3FRESNO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093720
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193720
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293720
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd393720
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALLOCATED EXPENSES RELATED TO THE TRUST'S SUPPORT TO THE CALIFORNIA HOME FOR THE AGED, INC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, LINE 12A - WRITTEN CONFLICT OF INTEREST POLICY THE CHARITABLE TRUST IS SUBJECT TO, AND COMPLIES WITH, ALL THE LAWS, REGULATIONS AND RULES FOR SUCH AN ENTITY, INCLUDING SELF-DEALING, AND IS UNDER THE SUPERVISION BY THE ATTORNEY GENERAL OF THE STATE OF CA. FORM 990, PART VI, LINE 13 - WRITTEN WHITLEBLOWER POLICY AS THE CHARITABLE TRUST HAS ONLY 2 TRUSTEES, NO WHISTLEBLOWER POLICY IS NEEDED. FORM 990, PART VI, LINE 14 - WRITTEN DOCUMENT RETENTION AND DESTRUCTION THE CHARITABLE TRUST RETAINS ALL ITS WRITTEN DOCUMENTS AS REQUIRED BY THE GOVERNING AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS TWO MEMBERS (TRUSTEES)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TWO MEMBERS (TRUSTEES) HAVE POWER TO ELECT OR APPOINT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02430802
IRS990/TotalAssetsEOYAmt02724440
IRS990/TotalAssetsGrp/BOYAmt02430802
IRS990/TotalAssetsGrp/EOYAmt02724440
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0119671
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0131510
IRS990/TotalFunctionalExpensesGrp/TotalAmt0251181
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02430802
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02724440
IRS990/TotalOtherProgSrvcExpenseAmt0131475
IRS990/TotalOtherProgSrvcGrantAmt080000
IRS990/TotalProgramServiceExpensesAmt0131510
IRS990/TotalRevenueGrp/ExclusionAmt0113844
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0430975
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0544819
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02430802
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02724440
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02200 W ORANGEWOOD SUITE 130
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092868
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL H HAGOPIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07146331222
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LILLIAN H COREY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LILL
ReturnHeader/Filer/EIN0330514612
ReturnHeader/Filer/PhoneNum07145434185
ReturnHeader/Filer/USAddress/AddressLine1Txt0521 EL MODENA
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823987534
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORESIGHT CPA GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 EXECUTIVE PARK STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09492612644
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN BAGGALEY CPA
ReturnHeader/ReturnTs02025-10-13T13:29:09-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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