Civic Intelligence

Pt Charitable Giving Fund

990 • Fiscal year 2017 • EIN 47-2804742

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization ProfileCHARITABLEGIVING.THEPARTNERSTRUST.COM
150 S Rodeo Drive No 100Beverly Hills, CA 90212

(310) 765-4321

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

25th percentile

-8.5%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$22,403

Down $9,183 (-29%) from 2016

Net Assets

Down

$22,403

Down $9,183 (-29%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin25th percentile

Revenue

Up

$107,920

Up $32,258 (+43%) from 2016

Expenses

Up

$117,103

Up $55,882 (+91%) from 2016

Net Income

Down

-$9,183

Down $23,624 (-164%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$200K$150K$100K$50K$0Assets 2015: $17,145Liabilities 2015: $0Net Assets 2015: $17,1452015Assets 2016: $31,586Liabilities 2016: $0Net Assets 2016: $31,5862016Assets 2017: $22,403Liabilities 2017: $0Net Assets 2017: $22,4032017Assets 2018: $156,176Liabilities 2018: $0Net Assets 2018: $156,1762018Assets 2019: $84,407Liabilities 2019: $0Net Assets 2019: $84,4072019

Highlighted filing

2017

Assets$22,403
Liabilities$0
Net Assets$22,403
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $64,978Expenses 2015: $47,833Net Income 2015: $17,1452015Revenue 2016: $75,662Expenses 2016: $61,221Net Income 2016: $14,4412016Revenue 2017: $107,920Expenses 2017: $117,103Net Income 2017: -$9,1832017Revenue 2018: $279,128Expenses 2018: $145,355Net Income 2018: $133,7732018Revenue 2019: $167,388Expenses 2019: $239,157Net Income 2019: -$71,7692019

Highlighted filing

2017

Revenue$107,920
Expenses$117,103
Net Income-$9,183
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$107,920
Mission and Program Overview

Mission

To provide support to charitable organizations and to individuals in need. The pt charitable giving fund was formed for charitable, scientific, and educational purposes and to provide financial support to charitable organizations. The organization primarily distributes grants to projects that are innovative and effective in addressing problems in our local community of los angeles, california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,586$22,403▼ $9,183
Cash and Non-Interest-Bearing Accounts$19,968$10,969▼ $8,999
Intangible Assets$11,618$10,724▼ $894
Accounts Receivable-$710-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$31,586$22,403▼ $9,183
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,586$22,403▼ $9,183
Total Liabilities and Net Assets / Fund Balance$31,586$22,403▼ $9,183
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Nick SegalPresident & CEO
Richard StearnsCFO
F Ron SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$107,920
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$107,920
Change in Net Assets
$-9,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$86,194
Other Expenses$30,909
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$86,194--$86,194
Conferences and Meetings$25,572--$25,572
Office Expenses$1,075$1,074-$2,149
Fees for Services Accounting$667$667-$1,334
Advertising$450$450-$900
Depreciation Depletion-$894-$894
Other Expenses-$60-$60
Total Functional Expenses$113,958$3,145$0$117,103
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
La Family HousingNorth Hollywood, CA-General$9,500
CHILDREN'S BURN FOUNDATIONSherman Oaks, CA-General$7,500
CHILDREN'S HOSPITAL LOS ANGELESLos Angeles, CA-General$7,500
Pasadena Educational FoundationPasadena, CA-General$7,500
Ronald Mcdonald House Charities of Southern CaliforniaLos Angeles, CA-General$7,500
Beauty Bus FoundationSanta Monica, CA-General$6,794
Cancer Support Community Los AngelesLos Angeles, CA-General$6,400
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is provided to each director/trustee prior to transmitting to the irs”

Form 990, Part VI, Section B, Line 12C

“Each officer, board member or key employee must submit an annual statement certifying that each such person will not unreasonably benefit from any transactions of the organization. The board of directors performs a periodic review of the organizations compensation arrangements and other transactions that may provide a financial interest to any member of the board, officer or key employee.”

Form 990, Part VI, Section C, Line 19

“Financial statements and tax returns can be obtained upon request of the president and/or chief financial officer.”

Filing and Contact Details

Filer

Filer Name
Pt Charitable Giving Fund
EIN
47-2804742
Phone
3107654321
Address
150 S RODEO DRIVE NO 100, BEVERLY HILLS, CA 90212

Signing Officer

Name
Richard Stearns
Title
CFO
Phone
3107654321
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nick Segal
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Foumberg Juneja Rocher & Co
Address
16311 VENTURA BLVD SUITE 1180, ENCINO, CA 91436
Preparer
Tarun K Juneja CPA Mtax
Phone
8189816100
Raw XML Appendix359 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/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt0710
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT TO CHARITABLE ORGANIZATIONS AND TO INDIVIDUALS IN NEED. THE PT CHARITABLE GIVING FUND WAS FORMED FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES AND TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS. THE ORGANIZATION PRIMARILY DISTRIBUTES GRANTS TO PROJECTS THAT ARE INNOVATIVE AND EFFECTIVE IN ADDRESSING PROBLEMS IN OUR LOCAL COMMUNITY OF LOS ANGELES, CALIFORNIA.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0450
IRS990/AdvertisingGrp/ProgramServicesAmt0450
IRS990/AdvertisingGrp/TotalAmt0900
IRS990/AllOtherContributionsAmt0107920
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD STEARNS
IRS990/BooksInCareOfDetail/PhoneNum03107654321
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0150 S RODEO DRIVE STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEVERLY HILLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090049
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt019968
IRS990/CashNonInterestBearingGrp/EOYAmt010969
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt025572
IRS990/ConferencesMeetingsGrp/TotalAmt025572
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0107920
IRS990/CYGrantsAndSimilarPaidAmt086194
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt030909
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-9183
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0117103
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0107920
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0894
IRS990/DepreciationDepletionGrp/TotalAmt0894
IRS990/Desc0PROVIDED FUNDING TO LA FAMILY HOUSING WHOSE MISSION IS TO HELP TRANSITION OUT OF HOMELESSNESS AND POVERTY THROUGH A CONTINUIUM OF HOUSING WITH SUPPORTIVE SERVICES. LA FAMILY HOUSING ANNUALLY HELPS MORE THAN 500 HOUSEHOLDS TRANSITION FROM THE STREETS TO HOUSING STABILITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09500
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0667
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0667
IRS990/FeesForServicesAccountingGrp/TotalAmt01334
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0NICK SEGAL
IRS990/Form990PartVIISectionAGrp/PersonNm1F RON SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD STEARNS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt09500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt086194
IRS990/GrantsToDomesticOrgsGrp/TotalAmt086194
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0107920
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt011618
IRS990/IntangibleAssetsGrp/EOYAmt010724
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPORT TO CHARITABLE ORGANIZATIONS AND TO INDIVIDUALS IN NEED. THE PT CHARITABLE GIVING FUND WAS FORMED FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES AND TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS. THE ORGANIZATION PRIMARILY DISTRIBUTES GRANTS TO PROJECTS THAT ARE INNOVATIVE AND EFFECTIVE IN ADDRESSING PROBLEMS IN OUR LOCAL COMMUNITY OF LOS ANGELES, CALIFORNIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt031586
IRS990/NetAssetsOrFundBalancesEOYAmt022403
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01074
IRS990/OfficeExpensesGrp/ProgramServicesAmt01075
IRS990/OfficeExpensesGrp/TotalAmt02149
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt060
IRS990/OtherExpensesGrp/TotalAmt060
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NICK SEGAL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED FUNDING TO CHILDREN'S HOSPITAL LOS ANGELES WHO IS A FUNDRAISING CAMPAIGN THAT SHARES STORIES OF HOPE AND HEALING TO HELP ANGELENOS RECOGNIZE THAT THEIR LOCAL CHILDREN'S HOSPITAL DESERVES THEIR SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07500
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDED FUNDING TO CHILDREN'S BURN FOUNDATION WHOSE MISSION IS TO PREVENT THE PAIN AND TRAUMA OF BURN INJURIES TO CHILDREN, AND TO HEAL AND GIVE CHILDREN WHO HAVE SUFFERED SEVERE BURNS THE OPPORTUNITY TO REACH THEIR FULL POTENTIAL, PHYSICALLY, PSYCHOLOGICALLY AND SOCIALLY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt07500
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED FUNDING TO BEAUTY BUS FOUNDATION WHO HAS DIGNITY THROUGH BEAUTY SERVICES AND COMPASSIONATE SUPPORT TO CHRONICALLY OR TERMINALLY ILL PATIENTS AND THEIR CAREGIVERS. PROVIDED FUNDING TO CANCER SUPPORT COMMUNITY LOS ANGELES WHO SERVES PEOPLE LIVING IN WEST LOS ANGELES AND THE BROADER LOS ANGELES COMMUNITY WITH A FULL MENU OF FREE-OF-CHARGE, ESSENTIAL PROGRAMS OVERSEEN BY LICENSED THERAPISTS. PROVIDED FUNDING TO RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA WHOSE MISSION IS TO PROVIDE COMFORT, CARE AND SUPPORT TO CHILDREN AND FAMILIES IN SOUTHERN CALIFORNIA.PROVIDED FUNDING TO PASADENA EDUCATIONAL FOUNDATION WHOSE MISSION IS TO SUPPORT, ENHANCE, AND SUPPLEMENT THE PROGRAMS, INITIATIVES, AND PRIORITIES OF THE PASADENA UNIFIED SCHOOL DISTRICT.PROVIDED AN OPPORTUNITY FOR SOUTHERN CALIFORNIA REAL ESTATE AGENTS TO MEET EACH OTHER AND MADE MEANINGFUL CONNECTIONS TO RAISE FUNDS AND PROMOTE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt089458
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt061694
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt075662
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt056500
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt04721
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt014441
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt061221
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt075662
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-9183
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031586
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022403
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0107920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt075661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0248559
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0248559
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064978
IRS990ScheduleA/Total509Grp/TotalAmt0248559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064978
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0248559
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt09500
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt26400
IRS990ScheduleI/RecipientTable/CashGrantAmt37500
IRS990ScheduleI/RecipientTable/CashGrantAmt47500
IRS990ScheduleI/RecipientTable/CashGrantAmt57500
IRS990ScheduleI/RecipientTable/CashGrantAmt66794
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LA FAMILY HOUSING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S BURN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CANCER SUPPORT COMMUNITY LOS ANGELES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHILDREN'S HOSPITAL LOS ANGELES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5PASADENA EDUCATIONAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6BEAUTY BUS FOUNDATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07843 LANKERSHIM BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15000 VAN NUYS BLVD STE 210
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21990 SOUTH BUNDY DRIVE STE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34650 SUNSET BOULEVARD MS 29
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44560 FOUNTAIN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5351 S HUDSON AVENUE 153
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt62716 OCEAN PARK BLVD STE 1062
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORTH HOLLYWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SHERMAN OAKS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm4LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm5PASADENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm6SANTA MONICA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091605
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd191403
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd290025
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd390027
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd490029
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd591109
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd690405
IRS990ScheduleI/TotalOtherOrgCnt07
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO EACH DIRECTOR/TRUSTEE PRIOR TO TRANSMITTING TO THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH OFFICER, BOARD MEMBER OR KEY EMPLOYEE MUST SUBMIT AN ANNUAL STATEMENT CERTIFYING THAT EACH SUCH PERSON WILL NOT UNREASONABLY BENEFIT FROM ANY TRANSACTIONS OF THE ORGANIZATION. THE BOARD OF DIRECTORS PERFORMS A PERIODIC REVIEW OF THE ORGANIZATIONS COMPENSATION ARRANGEMENTS AND OTHER TRANSACTIONS THAT MAY PROVIDE A FINANCIAL INTEREST TO ANY MEMBER OF THE BOARD, OFFICER OR KEY EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS AND TAX RETURNS CAN BE OBTAINED UPON REQUEST OF THE PRESIDENT AND/OR CHIEF FINANCIAL OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt031586
IRS990/TotalAssetsEOYAmt022403
IRS990/TotalAssetsGrp/BOYAmt031586
IRS990/TotalAssetsGrp/EOYAmt022403
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0107920
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03145
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0113958
IRS990/TotalFunctionalExpensesGrp/TotalAmt0117103
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031586
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022403
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt089458
IRS990/TotalOtherProgSrvcGrantAmt061694
IRS990/TotalProgramServiceExpensesAmt0113958
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0107920
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031586
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022403
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0150 S RODEO DRIVE STE 100
IRS990/USAddress/CityNm0BEVERLY HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090212
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTP://CHARITABLEGIVING.THEPARTNERSTRUST.COM/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD STEARNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03107654321
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PT CHARITABLE GIVING FUND
ReturnHeader/Filer/BusinessNameControlTxt0PTCH
ReturnHeader/Filer/EIN0472804742
ReturnHeader/Filer/PhoneNum03107654321
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 S RODEO DRIVE NO 100
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId000BB07706A983AE42CCA0F88787A12EEA967D710
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0146111A83BF12B9B6B83D88646408F63F561BE14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.53.112.6
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:30:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760722072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUMBERG JUNEJA ROCHER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016311 VENTURA BLVD SUITE 1180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08189816100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TARUN K JUNEJA CPA MTAX
ReturnHeader/ReturnTs02018-05-15T12:06:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,403
Liabilities
$0
Net assets
$22,403
Revenue
$107,920
Expenses
$117,103
Net income
-$9,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$1.67$2.39$0.72
2018Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$2.79$1.45$1.34
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.08$1.17$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.76$0.61$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.65$0.48$0.17