Willette Charitable Foundation

990PF • Fiscal year 2018 • EIN 46-2360622

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile

5 AuroraIrvine, CA 92603

(714) 838-8090

Siviq Scores

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

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

-18%

Higher net margin than 17% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

$52,808

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

-1.1%

Faster asset growth than 40% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

-41%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets26th percentile

Assets

Down

$4,136,861

Down $47,421 (-1.1%) from 2017

Net Assets

Down

$4,136,861

Down $47,421 (-1.1%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue26th percentile Net Margin17th percentile

Revenue

Down

$339,665

Down $233,399 (-41%) from 2017

Expenses

Down

$399,440

Down $39,447 (-9.0%) from 2017

Net Income

Down

-$59,775

Down $193,952 (-145%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

Highlighted filing

2018

Assets$4,136,861

Liabilities$0

Net Assets$4,136,861

Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

Highlighted filing

2018

Revenue$339,665

Expenses$399,440

Net Income-$59,775

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 10, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KRISTI L WILLETTE	COO Director	PT	$52,808	-	$52,808

Filing and Contact Details

Filer

Filer Name: Willette Charitable Foundation
EIN: 46-2360622
Address: 5 AURORA, IRVINE, CA 92603

Signing Officer

Name: Kristi Willette
Title: COO
Phone: 9494339410
Signed: 2019-05-10
Discuss with paid preparer: Yes

Preparer

Firm: Carlson Accountancy Corporation
Address: 17632 Irvine Blvd Suite 245, Tustin, CA 92780
Preparer: Roger W Carlson CPA
Phone: 7148388090

Raw XML Appendix364 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	3275
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	2675523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	913623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	2545874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	902110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	CORPORATE STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	CORPORATE BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	346838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	OTHER INVESTMENTS SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	330583
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	166909
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	172752
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	1
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	339662
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	339662
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	3275
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	31526
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	172752
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	52808
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	310000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	300000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	166912
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	166912
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-59775
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	1171692
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt	0	3761
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	1
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	1
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	3761
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	172752
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	304791
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	31526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	21260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	25432
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	9853
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	14164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	31526
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	310000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	34874
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	399440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	339665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	339665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	34874
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	99440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	106131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	892809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	31526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	141226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	31526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	141226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	137657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	1034035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	CORPORATE STOCKS AND BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	CORPORATE STOCKS AND BONDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	172752
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	31526
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-59775
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	12354
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	4136861
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	4184282
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	4136861
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	211972
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	211972
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	211972
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	215020
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	3048
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	3048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	2552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	5600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	3048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	2552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	3048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	3048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	5600
IRS990PF/FMVAssetsEOYAmt	0	3979444
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	3604399
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	3604399
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	2660
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	4476
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	4476
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	3595953
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	3589146
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	3447984
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	309908
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	346838
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	330583
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	579883
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	532462
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	275761
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	196401
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	196401
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	4184282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	4136861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	3979444
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	4184282
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	4136861
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	4184282
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	4136861
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	4365895
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	239649
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	4126246
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	65488
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	215020
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	4300407
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	4365895
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	52808
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	KRISTI L WILLETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	COO DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	5 AURORA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	IRVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	92620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	233331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	236379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	329574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	321160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	279895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	230974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	50000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.054258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.069101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.076472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.060812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.050134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.01477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	3048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	4300407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	4769440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	4199687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	4602662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	4607137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	3385247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	310000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.271289
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	306952
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	310000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	3048
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	310000
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/IndividualWithBooksNm	0	KRISTI L WILLETTE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	5 AURORA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	IRVINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92620
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9494339410
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	DONATION FOR WORK OF MONITORING MULTIPLE MYELOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	DONATION FOR MILITARY FAMILIES IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	DONATION WILL UNDERWRITE COLLEGE READINESS SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	DONATION WILL CONTINUE TO HELP SUPPORT VET PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	INTERNATIONAL MYELOMA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	SEMPER FI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	THE WOODEN FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	WORKING WARDROBE VET NET PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	12650 RIVERSIDE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 555193
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1810 N MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1851 KETTERING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	VALLEY VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CAMP PENDLETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SANTA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	91607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	92614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	300000
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	211972
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	211972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	5426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	116552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	57072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	9669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	10471
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	10471
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	286747
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	98028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	5426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	116552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	57072
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	9669
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	310000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	98028
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	297218
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	199190
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	4	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	5	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	OTHER OPERATING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	21260
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	5	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	309
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	75
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	2133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	21260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	705
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	12354
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	PRIOR PERIOD ADJUSTMENTS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	2	0
TaxesSchedule/TaxesDetail/Amt	0	4311
TaxesSchedule/TaxesDetail/Amt	1	8226
TaxesSchedule/TaxesDetail/Amt	2	1627
TaxesSchedule/TaxesDetail/CategoryTxt	0	PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	8226
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	1627
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KRISTI WILLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	COO
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9494339410
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WILLETTE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WILL
ReturnHeader/Filer/EIN	0	462360622
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5 AURORA
ReturnHeader/Filer/USAddress/CityNm	0	IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	FA14E5B52D73AB2113748BFF51DC1F095AFE80AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	FA14E5B52D73AB2113748BFF51DC1F095AFE80AA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	3307152019134wzbltf2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	172.250.214.75
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-05-14
ReturnHeader/FilingSecurityInformation/IPTm	0	17:30:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	330935710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Carlson Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	17632 Irvine Blvd Suite 245
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92780
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7148388090
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Roger W Carlson CPA
ReturnHeader/ReturnTs	0	2019-05-13T16:49:24-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,136,861
Liabilities: $0
Net assets: $4,136,861
Revenue: $339,665
Expenses: $399,440
Net income: -$59,775

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.65	$0.05	$4.59	$0.62	$0.32	$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.23	$0.00	$4.23	$0.57	$0.29	$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.96	$0.00	$3.96	$0.46	$0.31	$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.81	$0.00	$3.81	$0.14	$0.31	$0.17
2019Detailed filing. Detailed filing data is available for this year.	$3.97	$0.00	$3.97	$0.28	$0.44	$0.16
2018Detailed filing. Detailed filing data is available for this year.	$4.14	$0.00	$4.14	$0.34	$0.40	$0.06
2017Detailed filing. Detailed filing data is available for this year.	$4.18	$0.00	$4.18	$0.57	$0.44	$0.13
2016Detailed filing. Detailed filing data is available for this year.	$4.05	$0.00	$4.05	$0.29	$0.41	$0.12
2015Summary only. Only limited summary data is available for this year.	$4.25	$0.00		$0.79	$0.38	$0.41
2014Detailed filing. Detailed filing data is available for this year.	$3.82	$0.00	$3.82	$0.45	$0.32	$0.13
2013Summary only. Only limited summary data is available for this year.	$3.69	$0.00		$0.16	$0.07	$0.09