Civic Intelligence

The Giles Family Foundation

EIN 33-0755527 • Santa Ana, CA

Pub. 78 Eligible
12842 Panorama PlaceSanta Ana, CA 92705
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

16th percentile

-24%

Higher net margin than 16% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$837,527

Down $7,138 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$837,527

Down $7,138 (-0.8%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin16th percentile

Revenue

Up

$29,359

Up $39,666 (+385%) from 2023

Expenses

Up

$36,497

Up $296 (+0.8%) from 2023

Net Income

Up

-$7,138

Up $39,370 (+85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,027,521Liabilities 2010: $0Net Assets 2010: $1,027,5212010Assets 2011: $1,010,480Liabilities 2011: $1,000Net Assets 2011: $1,009,4802011Assets 2012: $1,022,647Liabilities 2012: $0Net Assets 2012: $1,022,6472012Assets 2013: $992,304Liabilities 2013: $0Net Assets 2013: $992,3042013Assets 2014: $961,423Liabilities 2014: $0Net Assets 2014: $961,4232014Assets 2015: $1,075,573Liabilities 2015: $0Net Assets 2015: $1,075,5732015Assets 2016: $954,392Liabilities 2016: $0Net Assets 2016: $954,3922016Assets 2017: $870,825Liabilities 2017: $0Net Assets 2017: $870,8252017Assets 2018: $957,531Liabilities 2018: $0Net Assets 2018: $957,5312018Assets 2019: $907,598Liabilities 2019: $0Net Assets 2019: $907,5982019Assets 2020: $875,060Liabilities 2020: $10,000Net Assets 2020: $865,0602020Assets 2021: $863,356Liabilities 2021: $0Net Assets 2021: $863,3562021Assets 2022: $891,173Liabilities 2022: $0Net Assets 2022: $891,1732022Assets 2023: $844,665Liabilities 2023: $0Net Assets 2023: $844,6652023Assets 2024: $837,527Liabilities 2024: $0Net Assets 2024: $837,5272024

Highlighted filing

2024

Assets$837,527
Liabilities$0
Net Assets$837,527
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $57,3192010Expenses 2011: $58,8472011Expenses 2012: $60,5582012Revenue 2013: $34,638Expenses 2013: $64,981Net Income 2013: -$30,3432013Revenue 2014: $43,900Expenses 2014: $74,781Net Income 2014: -$30,8812014Revenue 2015: $449,355Expenses 2015: $335,205Net Income 2015: $114,1502015Revenue 2016: -$3,678Expenses 2016: $117,503Net Income 2016: -$121,1812016Revenue 2017: $20,978Expenses 2017: $104,545Net Income 2017: -$83,5672017Revenue 2018: $120,829Expenses 2018: $34,123Net Income 2018: $86,7062018Revenue 2019: -$4,413Expenses 2019: $45,520Net Income 2019: -$49,9332019Revenue 2020: -$10,948Expenses 2020: $31,590Net Income 2020: -$42,5382020Revenue 2021: $30,253Expenses 2021: $31,957Net Income 2021: -$1,7042021Revenue 2022: $38,169Expenses 2022: $10,352Net Income 2022: $27,8172022Revenue 2023: -$10,307Expenses 2023: $36,201Net Income 2023: -$46,5082023Revenue 2024: $29,359Expenses 2024: $36,497Net Income 2024: -$7,1382024

Highlighted filing

2024

Revenue$29,359
Expenses$36,497
Net Income-$7,138
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$837,527
Liabilities
$0
Net assets
$837,527
Revenue
$29,359
Expenses
$36,497
Net income
-$7,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.03$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.01$0.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.01$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03$0.03$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.01$0.03$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.00$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.12$0.03$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.00$0.12$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.45$0.34$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.06$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard M GilesPresident-$0--
B Oliva GilesSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Giles Family Foundation
EIN
33-0755527
Phone
7147318704
Address
12842 Panorama Place, Santa Ana, CA 92705

Signing Officer

Name
Richard M Giles
Title
President & CEO
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Montagna & Associates Inc
Address
1101 Dove St Suite 190, Newport Beach, CA 92660
Preparer
Gregory M Montagna Sr
Phone
9498332371
Raw XML Appendix325 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard M Giles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1B Oliva Giles
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012842 Panorama Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Santa Ana
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0927051355
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Richard M Giles
IRS990PF/StatementsRegardingActyGrp/PhoneNum07147318704
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To provide assistance to needy individuals and families
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To deliver vital reproductive health care, sex education, and information to millions of women, men, and young people worldwide
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Corporacin Hogar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Carrera 41 46-111 Sector Bombon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Medelln
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0Antioquia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Planned Parenthood Federation of Am
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0123 William Street 10th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010038
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031384
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021126
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010258
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041730
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020770
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051988
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073114
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Wire Transfer Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17533
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17533
TaxesSchedule/TaxesDetail/Amt0249
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard M Giles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Giles Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GILE
ReturnHeader/Filer/EIN0330755527
ReturnHeader/Filer/PhoneNum07147318704
ReturnHeader/Filer/USAddress/AddressLine1Txt012842 Panorama Place
ReturnHeader/Filer/USAddress/CityNm0Santa Ana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092705
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330269071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Montagna & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 Dove St Suite 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09498332371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory M Montagna Sr
ReturnHeader/ReturnTs02025-11-17T11:11:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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