Civic Intelligence

Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009

990T • Fiscal year 2021 • EIN 47-3812344

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile
9512 Dodson WayVilla Park, CA 92861

(714) 488-2656

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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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.

$400M$300M$200M$100M$0Assets 2015: $239,359,636Liabilities 2015: $63,1482015Assets 2016: $253,278,186Liabilities 2016: $62,209Net Assets 2016: $253,215,9772016Assets 2017: $286,309,053Liabilities 2017: $70,960Net Assets 2017: $286,238,0932017Assets 2018: $251,566,056Liabilities 2018: $65,847Net Assets 2018: $251,500,2092018Assets 2019: $281,746,987Liabilities 2019: $69,399Net Assets 2019: $281,677,5882019Assets 2020: $292,980,360Liabilities 2020: $69,542Net Assets 2020: $292,910,8182020Assets 2021: $321,063,447Liabilities 2021: $79,499Net Assets 2021: $320,983,9482021Assets 2022: $263,075,872Liabilities 2022: $66,971Net Assets 2022: $263,008,9012022Assets 2023: $284,976,446Liabilities 2023: $1,290,9652023Assets 2024: $300,598,025Liabilities 2024: $1,621,599Net Assets 2024: $298,976,4262024

Latest loaded filing

2024

Assets$300,598,025
Liabilities$1,621,599
Net Assets$298,976,426
Open 2024 Filing

Operations Trend

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

$300M$200M$100M$0-$100MRevenue 2015: $258,177,324Expenses 2015: $10,657,275Net Income 2015: $247,520,0492015Revenue 2016: $18,782,849Expenses 2016: $12,995,914Net Income 2016: $5,786,9352016Revenue 2017: $13,890,455Expenses 2017: $13,546,220Net Income 2017: $344,2352017Revenue 2018: $7,209,820Expenses 2018: $15,429,890Net Income 2018: -$8,220,0702018Revenue 2019: $6,959,593Expenses 2019: $16,035,801Net Income 2019: -$9,076,2082019Revenue 2020: $7,778,728Expenses 2020: $16,412,376Net Income 2020: -$8,633,6482020Revenue 2021: $9,236,151Expenses 2021: $18,497,604Net Income 2021: -$9,261,4532021Revenue 2022: $6,298,422Expenses 2022: $16,592,489Net Income 2022: -$10,294,0672022Revenue 2023: $8,753,172Expenses 2023: $18,288,051Net Income 2023: -$9,534,8792023Revenue 2024: $9,516,957Expenses 2024: $17,472,620Net Income 2024: -$7,955,6632024

Latest loaded filing

2024

Revenue$9,516,957
Expenses$17,472,620
Net Income-$7,955,663
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Jeffrey Carlton Charitable Foundation
EIN
47-3812344
Phone
7144882656
Address
9512 DODSON WAY, VILLA PARK, CA 92861

Signing Officer

Name
Michael Buxton
Title
Trustee
Phone
7144882656
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Wright Ford Young & Co
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618
Preparer
Ryan Working CPA
Phone
9499102727
Raw XML Appendix129 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
IRS1041ScheduleD/DiffOfSmallerAmt0737
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt03589
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt03567
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0700
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt04267
IRS1041ScheduleD/Form4797GainOrLossAmt0375
IRS1041ScheduleD/GainLessIncludedAmt03589
IRS1041ScheduleD/GainPlusDividendsAmt03589
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt0196
IRS1041ScheduleD/NetIncomeMinusSmallerAmt02852
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt03567
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt03192
IRS1041ScheduleD/NetSmallerAmt00
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0700
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0700
IRS1041ScheduleD/QlfyDividendsEstateTrustAmt022
IRS1041ScheduleD/SmallerGainAmt03567
IRS1041ScheduleD/SmallerOfCalcAmt02852
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02700
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt03589
IRS1041ScheduleD/SmallerTimesPercentAmt0428
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt05552
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt01963
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt02852
IRS1041ScheduleD/TaxableIncomeAmt05552
IRS1041ScheduleD/TaxableIncomeLessGainAmt01963
IRS1041ScheduleD/TaxAmt0624
IRS1041ScheduleD/TaxOnTaxableIncomeAmt0961
IRS1041ScheduleD/TaxPlusTimePercentAmt0624
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt03567
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0700
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt04267
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt02700
IRS990T/BooksInCareOfDetail/PersonNm0MICHAEL BUXTON
IRS990T/BooksInCareOfDetail/PhoneNum07144882656
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt09512 DODSON WAY
IRS990T/BooksInCareOfDetail/USAddress/CityNm0VILLA PARK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd092861
IRS990T/BookValueAssetsEOYAmt0321063447
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt018
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTaxCreditAmt046
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt018747
IRS990T/OverpaymentSection/OverpaymentAmt018747
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt019325
IRS990TScheduleA/CapitalGainNetIncomeAmt04267
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt050
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt050
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt02353
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt06620
IRS990TScheduleA/TotUnrltTrdBusIncmAmt06620
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNDERLYING ACTIVITY FROM PASSIVE PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt06570
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt06570
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0624
IRS990T/TaxLessCreditsAmt0578
IRS990T/TotalCreditsAmt046
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt019325
IRS990T/TotalTaxAmt0578
IRS990T/TotalTaxComputationAmt0624
IRS990T/TotalUBTIAmt05552
IRS990T/TotalUBTIBeforeNOLSpecificAmt06552
IRS990T/TotalUBTIBeforeSection199AAmt06552
IRS990T/TotalUBTIComputedAmt06570
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BUXTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07144882656
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFREY CARLTON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0473812344
ReturnHeader/Filer/PhoneNum07144882656
ReturnHeader/Filer/USAddress/AddressLine1Txt09512 DODSON WAY
ReturnHeader/Filer/USAddress/CityNm0VILLA PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092861
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953288054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WRIGHT FORD YOUNG & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016140 SAND CANYON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09499102727
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN WORKING CPA
ReturnHeader/ReturnTs02022-11-10T11:38:20-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUXTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
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Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$301$1.62$299$9.52$17.5$7.96
2023Summary only. Only limited summary data is available for this year.$285$1.29$8.75$18.3$9.53
2022Detailed filing. Detailed filing data is available for this year.$263$0.07$263$6.30$16.6$10.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$321$0.08$321$9.24$18.5$9.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$293$0.07$293$7.78$16.4$8.63
2019Detailed filing. Detailed filing data is available for this year.$282$0.07$282$6.96$16.0$9.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$252$0.07$252$7.21$15.4$8.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$286$0.07$286$13.9$13.5$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$253$0.06$253$18.8$13.0$5.79
2015Summary only. Only limited summary data is available for this year.$239$0.06$258$10.7$248