Civic Intelligence

William Birdwell Charitable Trust

EIN 43-6900293 • Santa Barbara, CA

1114 State Street Suite 271Santa Barbara, CA 93101
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

6th percentile

-377%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$5,273

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

22nd percentile

-45%

Faster asset growth than 22% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-37%

Faster revenue growth than 23% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$149,474

Down $36,012 (-19%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

Down

$28,280

Down $62,898 (-69%) from 2022

Expenses

Down

$64,292

Down $71,743 (-53%) from 2022

Net Income

Up

-$36,012

Up $8,845 (+20%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $624,215Liabilities 2011: $02011Assets 2012: $558,427Liabilities 2012: $02012Assets 2013: $522,515Liabilities 2013: $02013Assets 2014: $470,296Liabilities 2014: $02014Assets 2015: $451,176Liabilities 2015: $02015Assets 2019: $332,491Liabilities 2019: $02019Assets 2020: $230,220Liabilities 2020: $0Net Assets 2020: $230,2202020Assets 2021: $230,343Liabilities 2021: $0Net Assets 2021: $230,3432021Assets 2022: $185,486Liabilities 2022: $0Net Assets 2022: $185,4862022Assets 2023: $149,474Liabilities 2023: $12023

Highlighted filing

2023

Assets$149,474
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $26,962Expenses 2011: $100,621Net Income 2011: -$73,6592011Revenue 2012: $19,396Expenses 2012: $85,184Net Income 2012: -$65,7882012Revenue 2013: $27,448Expenses 2013: $63,360Net Income 2013: -$35,9122013Revenue 2014: $37,079Expenses 2014: $89,298Net Income 2014: -$52,2192014Revenue 2015: $55,737Expenses 2015: $74,857Net Income 2015: -$19,1202015Revenue 2019: $42,192Expenses 2019: $64,235Net Income 2019: -$22,0432019Revenue 2020: $39,140Expenses 2020: $141,411Net Income 2020: -$102,2712020Revenue 2021: $12,142Expenses 2021: $12,175Net Income 2021: -$332021Revenue 2022: $91,178Expenses 2022: $136,035Net Income 2022: -$44,8572022Revenue 2023: $28,280Expenses 2023: $64,292Net Income 2023: -$36,0122023

Highlighted filing

2023

Revenue$28,280
Expenses$64,292
Net Income-$36,012
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$149,474
Liabilities
$1
Net assets
-
Revenue
$28,280
Expenses
$64,292
Net income
-$36,012
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.49$0.00$0.28$0.64$0.36
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.91$1.36$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.12$0.12$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.39$1.41$1.02
2019Summary only. Only limited summary data is available for this year.$3.32$0.00$0.42$0.64$0.22
2015Summary only. Only limited summary data is available for this year.$4.51$0.00$0.56$0.75$0.19
2014Summary only. Only limited summary data is available for this year.$4.70$0.00$0.37$0.89$0.52
2013Summary only. Only limited summary data is available for this year.$5.23$0.00$0.27$0.63$0.36
2012Summary only. Only limited summary data is available for this year.$5.58$0.00$0.19$0.85$0.66
2011Summary only. Only limited summary data is available for this year.$6.24$0.00$0.27$1.01$0.74
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR STEPHEN T FRANKTrustee-$8,923-$8,923
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST FRANCIS FOUNDATIONFUNDING FOR CHARITYPUBLIC CHARITYSANTA BARBARA, CA, US$49,041
Paid GrantSANSUM DIABETES CENTERFUNDING FOR CHARITYPUBLIC CHARITYSANTA BARBARA, CA, US$41,613
Paid GrantSB COTAGE HOSPITALFUNDING FOR CHARITYPUBLIC CHARITYSANTA BARBARA, CA, US$30,000
Filing and Contact Details

Filer

Filer Name
William Birdwell Charitable Trust
EIN
43-6900293
Phone
8059620101
Address
1114 STATE STREET SUITE 271, SANTA BARBARA, CA 93101

Signing Officer

Name
Stephen T Frank
Title
Trustee
Phone
8059620101
Signed
2023-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
3757 STATE STREET SUITE 3B, SANTA BARBARA, CA 93105
Preparer
William L Jackson
Phone
8059664157
Raw XML Appendix340 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S PURPOSE IS TO PROVIDE FUNDING FOR THE MEDICAL RESEARCH PROGRAMS OF THREE SANTA BARBARA, CA HOSPITAL FOUNDATIONS, ALL PUBLIC CHARITIES UNDER IRC SECTION 509(A)(3)
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0120654
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt249041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDING FOR CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNDING FOR CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUNDING FOR CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SB COTAGE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SANSUM DIABETES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST FRANCIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 689
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12219 BATH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22323 DE LA VINA SUITE 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093102
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120654
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021168
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0106853
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt085182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0326797
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0104873
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0106853
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029889
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt085182
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0126041
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0104873
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0345293
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0240420
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0US TSY NOTE ACCRUED INT PAID ON PURCHASE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt071
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt071
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt074
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04434
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES & OTHER PAID TO MS 11357
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04434
TaxesSchedule/TaxesDetail/Amt073
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt252
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID-MORGAN STANLEY A/C
TaxesSchedule/TaxesDetail/CategoryTxt1ATTORNEY GENERAL FORM RRF-1
TaxesSchedule/TaxesDetail/CategoryTxt2PRIOR YEAR 990PF TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt073
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN T FRANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059620101
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM BIRDWELL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BIRD
ReturnHeader/Filer/EIN0436900293
ReturnHeader/Filer/PhoneNum08059620101
ReturnHeader/Filer/USAddress/AddressLine1Txt01114 STATE STREET SUITE 271
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952835976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03757 STATE STREET SUITE 3B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093105
ReturnHeader/PreparerPersonGrp/PhoneNum08059664157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM L JACKSON
ReturnHeader/ReturnTs02023-06-28T13:56:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRANK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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