Civic Intelligence

Legacy Endowment-The Community Foundation

990 • Fiscal year 2013 • EIN 33-0620685

Jul 01, 2012 to Jun 30, 2013 • Filed on May 08, 2014

PO Box 271092088-2710
Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$10,440,348

No earlier filing loaded for comparison.

Net Assets

$10,432,331

No earlier filing loaded for comparison.

Liabilities

$8,017

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$447,500

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2013: $10,440,348Liabilities 2013: $8,017Net Assets 2013: $10,432,3312013Assets 2017: $11,376,179Liabilities 2017: $2,679,753Net Assets 2017: $8,696,4262017Assets 2018: $11,988,896Liabilities 2018: $2,893,923Net Assets 2018: $9,094,9732018Assets 2019: $12,570,742Liabilities 2019: $2,747,266Net Assets 2019: $9,823,4762019Assets 2021: $14,824,762Liabilities 2021: $2,012,431Net Assets 2021: $12,812,3312021Assets 2022: $13,007,893Liabilities 2022: $605,916Net Assets 2022: $12,401,9772022Assets 2023: $13,375,044Liabilities 2023: $1,253,275Net Assets 2023: $12,121,7692023Assets 2024: $14,108,589Liabilities 2024: $966,001Net Assets 2024: $13,142,5882024

Highlighted filing

2013

Assets$10,440,348
Liabilities$8,017
Net Assets$10,432,331

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2013: $447,5002013Revenue 2017: $706,291Expenses 2017: $372,303Net Income 2017: $333,9882017Revenue 2018: $444,069Expenses 2018: $445,031Net Income 2018: -$9622018Revenue 2019: $767,275Expenses 2019: $561,804Net Income 2019: $205,4712019Revenue 2021: $428,733Expenses 2021: $654,883Net Income 2021: -$226,1502021Revenue 2022: $668,884Expenses 2022: $856,417Net Income 2022: -$187,5332022Revenue 2023: $1,027,216Expenses 2023: $895,005Net Income 2023: $132,2112023Revenue 2024: $906,407Expenses 2024: $1,236,652Net Income 2024: -$330,2452024

Highlighted filing

2013

Revenue-
Expenses$447,500
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 8, 2014
Return Version
2012v2.3
Gross Receipts
$5,895,246
Mission and Program Overview

Mission

To enhance and preserve a higher quality of life for communities by facilitating philanthropy for families, indivduals and nonprofits.

Major Activities

Activity 2
The foundation grants scholarships for students attending institutions of higher education and vocation/technical education institutions. All scholarships are paid directly to the educational institution.
Filing and Contact Details

Filer

EIN
33-0620685
Raw XML AppendixShowing 400 of 540 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
IRS990/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0THE FOUNDATION GRANTS SCHOLARSHIPS FOR STUDENTS ATTENDING INSTITUTIONS OF HIGHER EDUCATION AND VOCATION/TECHNICAL EDUCATION INSTITUTIONS. ALL SCHOLARSHIPS ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION.
IRS990/Activity2/Expense012940
IRS990/Activity2/Grants012940
IRS990/ActivityOrMissionDescription0TO ENHANCE AND PRESERVE A HIGHER QUALITY OF LIFE FOR COMMUNITIES BY FACILITATING PHILANTHROPY FOR FAMILIES, INDIVDUALS AND NONPROFITS.
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 400
IRS990/AddressPrincipalOfficerUS/City0FALLBROOK
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode0920880400
IRS990/AllOtherContributions0199560
IRS990/AllOtherExpenses/Fundraising0116
IRS990/AllOtherExpenses/ManagementAndGeneral01719
IRS990/AllOtherExpenses/Total01835
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY099341
IRS990/CashNonInterestBearing/EOY060712
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0true
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear0199560
IRS990/ContributionsGrantsPriorYear0677485
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0THE FOUNDATION MAKES GRANTS FROM THE VARIOUS ENDOWMENTS, DONOR-ADVISED, SPECIAL PROJECTS AND PASS-THRU FUNDS THAT IT HOLDS. LEGACY ENDOWMENT...THE COMMUNITY FOUNDATION IS COMMITTED TO IMPROVING THE QUALITY OF LIFE IN THE FALLBROOK AND GREATER SAN DIEGO AREA BY SUPPORTING LOCAL CHARITIES IN THE FOLLOWING AREAS: ARTS/CULTURE, EDUCATION/TRAINING, HEALTH & HUMAN SERVICES, MEDICAL RESEARCH, SENIOR CAUSES AND PROGRAMS FOR THE DISABLED. THE FOUNDATION HAS AN UNDERSTANDING OF THE NEEDS OF THE COMMUNITY AND CAN CONNECT THE DONOR WITH THOSE NON-PROFIT ORGANIZATIONS THAT CAN MEET THOSE NEEDS.
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0true
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/Expense0277436
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral014939
IRS990/FeesForServicesAccounting/Total014939
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral021247
IRS990/FeesForServicesInvstMgmntFees/Total021247
IRS990/FeesForServicesLegal/ManagementAndGeneral011650
IRS990/FeesForServicesLegal/Total011650
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek08.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek12.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek26.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/NamePerson0MARK HVASTA
IRS990/Form990PartVIISectionA/NamePerson1KAREN ESTES
IRS990/Form990PartVIISectionA/NamePerson2PETER FELLIOS
IRS990/Form990PartVIISectionA/NamePerson3BILL LEWIS
IRS990/Form990PartVIISectionA/NamePerson4BRIAN HOBBS
IRS990/Form990PartVIISectionA/NamePerson5KATHE KLINE
IRS990/Form990PartVIISectionA/NamePerson6KEN FINSTER
IRS990/Form990PartVIISectionA/NamePerson7ANDREA GILBERT
IRS990/Form990PartVIISectionA/NamePerson8WENDE OLIVERIO
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/Title0PRESIDENT
IRS990/Form990PartVIISectionA/Title1SECRETARY
IRS990/Form990PartVIISectionA/Title2TREASURER
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities0637001
IRS990/Gaming0false
IRS990/Grants0277436
IRS990/GrantsAndSimilarAmntsCY0290376
IRS990/GrantsAndSimilarAmntsPriorYear0301531
IRS990/GrantsToDomesticOrgs/ProgramServices0290376
IRS990/GrantsToDomesticOrgs/Total0290376
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities05392661
IRS990/GrossReceipts05895246
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/ManagementAndGeneral04609
IRS990/Insurance/Total04609
IRS990/InvestmentIncomeCurrentYear0918986
IRS990/InvestmentIncome/ExclusionAmount0281985
IRS990/InvestmentIncomePriorYear01031726
IRS990/InvestmentIncome/TotalRevenueColumn0281985
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY07713720
IRS990/InvestmentsPubTradedSecurities/EOY010152149
IRS990/LessCostOthBasisSalesExpenses/Securities04755660
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TO ENHANCE AND PRESERVE A HIGHER QUALITY OF LIFE FOR COMMUNITIES BY FACILITATING PHILANTHROPY FOR FAMILIES, INDIVDUALS AND NONPROFITS.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0MARK HVASTA
IRS990/NbrIndependentVotingMembers09
IRS990/NbrVotingGoverningBodyMembers09
IRS990/NbrVotingMembersGoverningBody09
IRS990/NetAssetsOrFundBalancesBOY09643523
IRS990/NetAssetsOrFundBalancesEOY010432331
IRS990/NetGainOrLossInvestments/ExclusionAmount0637001
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0637001
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109605
IRS990/NumberIndependentVotingMembers09
IRS990/NumberOfEmployees03
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral019251
IRS990/Occupancy/Total019251
IRS990/OfficeExpenses/ManagementAndGeneral02499
IRS990/OfficeExpenses/Total02499
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear086177
IRS990/OtherExpensesCurrentYear087593
IRS990/OtherExpenses/Description0LICENCES & FEES
IRS990/OtherExpenses/Description1STAFF DEVELOPMENT
IRS990/OtherExpenses/Description2PAYROLL PROCESSING
IRS990/OtherExpenses/Description3EQUIPMENT RENTAL
IRS990/OtherExpenses/ManagementAndGeneral07416
IRS990/OtherExpenses/ManagementAndGeneral11598
IRS990/OtherExpenses/ManagementAndGeneral21449
IRS990/OtherExpenses/ManagementAndGeneral31100
IRS990/OtherExpenses/Total07416
IRS990/OtherExpenses/Total11598
IRS990/OtherExpenses/Total21449
IRS990/OtherExpenses/Total31100
IRS990/OtherLiabilities/BOY018304
IRS990/OtherLiabilities/EOY08017
IRS990/OtherRevenueCurrentYear021040
IRS990/OtherRevenueMisc/Description0TRUSTEE FEE INCOME - CRTS
IRS990/OtherRevenueMisc/Description1RENTAL INCOME - SUB LEASE
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome017040
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome14000
IRS990/OtherRevenueMisc/TotalRevenueColumn017040
IRS990/OtherRevenueMisc/TotalRevenueColumn14000
IRS990/OtherRevenuePriorYear016645
IRS990/OtherSalariesAndWages/ManagementAndGeneral062945
IRS990/OtherSalariesAndWages/Total062945
IRS990/PartialLiquidation0false
IRS990/PayrollTaxes/ManagementAndGeneral06586
IRS990/PayrollTaxes/Total06586
IRS990/PermanentlyRestrictedNetAssets/BOY08156119
IRS990/PermanentlyRestrictedNetAssets/EOY06477174
IRS990/PledgesAndGrantsReceivable/BOY0435652
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses0692086
IRS990/ReconciliationUnrealizedInvest096722
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0692086
IRS990/RevenuesLessExpensesPriorYear01261249
IRS990/SalariesEtcCurrentYear069531
IRS990/SalariesEtcPriorYear076899
IRS990/SavingsAndTempCashInvestments/BOY01413114
IRS990/SavingsAndTempCashInvestments/EOY0227487
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0199560
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0677485
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0165261
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0105149
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0946000
IRS990ScheduleA/GiftsGrantsContribReceived170/Total02093455
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0281985
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0295952
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0253688
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0319618
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0295806
IRS990ScheduleA/GrossInvestmentIncome170/Total01447049
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc021040
IRS990ScheduleA/OtherIncome170/CurrentTaxYear021040
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year016645
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years016501
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years017277
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years032801
IRS990ScheduleA/OtherIncome170/Total0104264
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.57440
IRS990ScheduleA/PublicSupportPertcentPriorYear00.57130
IRS990ScheduleA/PublicSupportTotal17002093455
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0199560
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0677485
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0165261
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0105149
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0946000
IRS990ScheduleA/Total170/Total02093455
IRS990ScheduleA/TotalSupport03644768
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleD/AggregateDAFValue01098954
IRS990ScheduleD/AggregateFundValue09333376
IRS990ScheduleD/ContribToFundsAndOtherAccounts06571
IRS990ScheduleD/CurrentYear/AdministrativeExpenses0105389
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance08686475
IRS990ScheduleD/CurrentYear/Contributions01700
IRS990ScheduleD/CurrentYear/EndOfYearBalance09250749
IRS990ScheduleD/CurrentYear/GrantsOrScholarships0246376
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0914339
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses0111605
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance08575635
IRS990ScheduleD/CurrentYearMinus1Year/Contributions0646011
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance08686475
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships0238376
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-185190
IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses0112200
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance07261345
IRS990ScheduleD/CurrentYearMinus2Years/Contributions094846
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance08575635
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships0259692
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses01591336
IRS990ScheduleD/CurrentYearMinus3Years/AdministrativeExpenses0104881
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance06678092
IRS990ScheduleD/CurrentYearMinus3Years/Contributions010458
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance07261345
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships0162228
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0839904
IRS990ScheduleD/CurrentYearMinus4Years/AdministrativeExpenses063647
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance07190781
IRS990ScheduleD/CurrentYearMinus4Years/Contributions0939000
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance06678092
IRS990ScheduleD/CurrentYearMinus4Years/GrantsOrScholarships0100000
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses0-1288042
IRS990ScheduleD/DisclosedForCharitablePurposes0true
IRS990ScheduleD/DisclosedOrgsLegalControl0true
IRS990ScheduleD/DonorAdvisedContributions0192989
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/ExpensesNotRptdF9900137764
IRS990ScheduleD/ExpensesNotRptdOnFinStmt091859
IRS990ScheduleD/ExpensesSubtotal0355641
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0CRT INCOME REPORTED ON CRT TAX RETURNS 85,795 TRUSTEE FEE INCOME RECLASS 100,521
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1DONOR ADVISED FUND INCOME REPORTED ON TAX RETURN 457,151
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2CRT EXPENSES REPORTED ON CRT TAX RETURNS 57,232 TRUSTEE FEE EXPENSE RECLASS 80,532
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3DONOR ADVISED FUNDS EXPENSES REPORTED ON TAX RETURN 91,859
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1REVENUE AMOUNTS INCLUDED ON RETURN - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier3EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference3SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/GrantsFundsAndOtherAccounts0246376
IRS990ScheduleD/GrantsPaidFromDonorFunds044000
IRS990ScheduleD/NetUnrealizedGainsInvestments096722
IRS990ScheduleD/NumberDAFsHeld010
IRS990ScheduleD/NumberFundsHeld016
IRS990ScheduleD/OtherExpensesIncluded0137764
IRS990ScheduleD/OtherExpensesNotIncluded091859
IRS990ScheduleD/OtherLiabilities/Amount08017
IRS990ScheduleD/OtherLiabilities/Description0CHARITABLE CONTRIBUTIONS PENDING
IRS990ScheduleD/OtherRevenues0186316
IRS990ScheduleD/OtherRevenuesNotIncluded0457151
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/RevenueNotRptdF9900283038
IRS990ScheduleD/RevenueNotRptdOnFinStmt0457151
IRS990ScheduleD/RevenueSubtotal0682435
IRS990ScheduleD/TotalExpensesPerForm9900447500
IRS990ScheduleD/TotalOfAmounts08017
IRS990ScheduleD/TotalRevenuePerForm99001139586
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0493405
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0965473
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10500 LA TERRAZA BLVD 130
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine111042 S MISSION RAOD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine12PO BOX 2701
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine13PO BOX 340
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine14PO BOX 340
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine151094 S MAIN AVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine16135 SOUTH MISSION ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine17PO BOX 1283
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine18463 S STAGECOACH LANE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine192119 EAST MADISON AVENUE
IRS990ScheduleI/RecipientTable/AddressUS/City0ESCONDIDO
IRS990ScheduleI/RecipientTable/AddressUS/City1FALLBROOK
IRS990ScheduleI/RecipientTable/AddressUS/City2FALLBROOK
IRS990ScheduleI/RecipientTable/AddressUS/City3FALLBROOK
IRS990ScheduleI/RecipientTable/AddressUS/City4FALLBROOK
IRS990ScheduleI/RecipientTable/AddressUS/City5FALLBROOK
IRS990ScheduleI/RecipientTable/AddressUS/City6FALLBROOK
IRS990ScheduleI/RecipientTable/AddressUS/City7BONSALL
IRS990ScheduleI/RecipientTable/AddressUS/City8FALLBROOK
IRS990ScheduleI/RecipientTable/AddressUS/City9EL CAJON
IRS990ScheduleI/RecipientTable/AddressUS/State0CA
IRS990ScheduleI/RecipientTable/AddressUS/State1CA
IRS990ScheduleI/RecipientTable/AddressUS/State2CA
IRS990ScheduleI/RecipientTable/AddressUS/State3CA
IRS990ScheduleI/RecipientTable/AddressUS/State4CA
IRS990ScheduleI/RecipientTable/AddressUS/State5CA
IRS990ScheduleI/RecipientTable/AddressUS/State6CA
IRS990ScheduleI/RecipientTable/AddressUS/State7CA
IRS990ScheduleI/RecipientTable/AddressUS/State8CA
IRS990ScheduleI/RecipientTable/AddressUS/State9CA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode092025
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode192028
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode2920882701
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode3920880340
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode4920880340
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode592028
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode692028
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode792003
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode892028
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode992019
IRS990ScheduleI/RecipientTable/AmountOfCashGrant034606
IRS990ScheduleI/RecipientTable/AmountOfCashGrant110000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant25933
IRS990ScheduleI/RecipientTable/AmountOfCashGrant329555
IRS990ScheduleI/RecipientTable/AmountOfCashGrant435000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant57000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings