Civic Intelligence

Alger Chaney Charitable Trust

990PF • Fiscal year 2013 • EIN 77-0389581

Sep 01, 2012 to Aug 31, 2013 • Filed on Dec 05, 2013

Organization Profile
170 LA Vista Grande93103
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

33rd percentile

-5.8%

Faster asset growth than 33% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$169,617

Down $10,360 (-5.8%) from 2012

Net Assets

Down

$169,617

Down $10,360 (-5.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$18,517

Down $5,810 (-24%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $179,977Liabilities 2012: $0Net Assets 2012: $179,9772012Assets 2013: $169,617Liabilities 2013: $0Net Assets 2013: $169,6172013Assets 2014: $217,755Liabilities 2014: $0Net Assets 2014: $217,7552014Assets 2015: $224,717Liabilities 2015: $0Net Assets 2015: $224,7172015Assets 2016: $214,674Liabilities 2016: $0Net Assets 2016: $214,6742016Assets 2017: $214,364Liabilities 2017: $0Net Assets 2017: $214,3642017Assets 2018: $212,982Liabilities 2018: $0Net Assets 2018: $212,9822018Assets 2019: $215,072Liabilities 2019: $0Net Assets 2019: $215,0722019Assets 2020: $1,723,017Liabilities 2020: $0Net Assets 2020: $1,723,0172020Assets 2021: $1,867,949Liabilities 2021: $0Net Assets 2021: $1,867,9492021Assets 2022: $1,830,438Liabilities 2022: $0Net Assets 2022: $1,830,4382022Assets 2023: $1,789,735Liabilities 2023: $0Net Assets 2023: $1,789,7352023Assets 2024: $1,804,169Liabilities 2024: $0Net Assets 2024: $1,804,1692024Assets 2025: $1,819,895Liabilities 2025: $0Net Assets 2025: $1,819,8952025

Highlighted filing

2013

Assets$169,617
Liabilities$0
Net Assets$169,617
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $24,3272012Expenses 2013: $18,5172013Revenue 2014: $57,075Expenses 2014: $8,937Net Income 2014: $48,1382014Revenue 2015: $17,984Expenses 2015: $11,022Net Income 2015: $6,9622015Revenue 2016: $2,487Expenses 2016: $12,530Net Income 2016: -$10,0432016Revenue 2017: $18,836Expenses 2017: $19,146Net Income 2017: -$3102017Revenue 2018: $13,288Expenses 2018: $14,670Net Income 2018: -$1,3822018Revenue 2019: $8,333Expenses 2019: $6,243Net Income 2019: $2,0902019Revenue 2020: $1,631,636Expenses 2020: $123,691Net Income 2020: $1,507,9452020Revenue 2021: $282,406Expenses 2021: $137,474Net Income 2021: $144,9322021Revenue 2022: $62,959Expenses 2022: $100,470Net Income 2022: -$37,5112022Revenue 2023: $55,924Expenses 2023: $96,627Net Income 2023: -$40,7032023Revenue 2024: $114,919Expenses 2024: $100,485Net Income 2024: $14,4342024Revenue 2025: $116,835Expenses 2025: $101,109Net Income 2025: $15,7262025

Highlighted filing

2013

Revenue-
Expenses$18,517
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Dec 5, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE E CHANEYTrustee-$0--
HENRY W CHANEYTrustee-$0--
SUSAN CHANEY PURELTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSANTA BARBARA MUSEUM OF NATURAL HISTORYGENERAL FUNDPUBLICSANTA BARBARA, CA, US$8,500
Paid GrantTHE SHEA CENTERGENERAL FUNDPUBLICSAN JUAN CAPISTRANO, CA, US$3,500
Paid GrantBRAILLE INSTITUTE AUS SANTA BARBARAGENERAL FUNDPUBLICSANTA BARBARA, CA, US$1,500
Paid GrantHUMANE SOCIETY OF SBGENERAL FUNDPUBLICSANTA BARBARA, CA, US$1,000
Paid GrantDIRECT RELIEF INTERNATIONALGENERAL FUNDPUBLICSANTA BARBARA, CA, US$500
Paid GrantCAPS OF SANTA BARBARA INCGENERAL FUNDPUBLICSANTA BARBARA, CA, US$500
Filing and Contact Details

Filer

EIN
77-0389581
Raw XML Appendix390 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/AccountingFees/Amount0950
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0475
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0475
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS-SCHEDULE AVAILABLE UPON REQUEST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0141780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0193317
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCKS-SCHEDULE AVAILABLE UPON REQUEST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount06301
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01844
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount012
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount08157
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA08157
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0950
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01844
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss06301
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-10360
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice023145
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss012
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01844
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome06004
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm01678
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01713
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps016010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss018517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome08157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses08157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0510
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02153
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03017
IRS990PF/BalanceSheets/CapitalStockBOY0179977
IRS990PF/BalanceSheets/CapitalStockEOY0169617
IRS990PF/BalanceSheets/CashBOY01991
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY020174
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY00
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0142986
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0141780
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0193317
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY014826
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY027837
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV027837
IRS990PF/BalanceSheets/TotalAssetsBOY0179977
IRS990PF/BalanceSheets/TotalAssetsEOY0169617
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0221154
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0179977
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0169617
IRS990PF/BalanceSheets/TotalNetAssetsBOY0179977
IRS990PF/BalanceSheets/TotalNetAssetsEOY0169617
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01844
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis120174
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-05-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0L/T PUBLICLY TRADED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1L/T PUBLICLY TRADED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02018
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-174
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses02018
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-174
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03145
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice120000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-10360
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0169617
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0179977
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0169617
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted010979
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj010979
IRS990PF/DistributableAmount/DistributableAmountBeforeDed010979
IRS990PF/DistributableAmount/MinimumInvestmentReturn011039
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome060
IRS990PF/DistributableAmount/TotalTax060
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear020
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment080
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax060
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment020
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal060
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome060
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments080
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0221154
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0224143
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances031176
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0192967
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03362
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn011039
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0220781
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0224143
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARJORIE E CHANEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1HENRY W CHANEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SUSAN CHANEY PUREL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10170 LA VISTA GRANDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11170 LA VISTA GRANDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12170 LA VISTA GRANDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SANTA BARBARA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SANTA BARBARA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SANTA BARBARA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode193103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode293103
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.034319
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20217616
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30190171
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40187178
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome060
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2014000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3022943
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear406500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear508000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.348774
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions015950
IRS990PF/QualifyingDistributions/ExpensesAndContributions016010
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm060
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions016010
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0HENRY CHANEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08059632382
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10170 LA VISTA GRANDE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SANTA BARBARA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode093103
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
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IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND RELATED EXPENSES.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1016010
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount08500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SANTA BARBARA MUSEUM OF NATURAL HISTORY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE SHEA CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12BRAILLE INSTITUTE AUS SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HUMANE SOCIETY OF SB
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14DIRECT RELIEF INTERNATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15CAPS OF SANTA BARBARA INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102559 PUESTA DEL SOL ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1126284 OSO ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12C/O TREAS 800 VIA HIERBA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine135399 OVERPASS ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1427 S LA PATERA LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 92039
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode093105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode192675
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode293101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode393111
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode493117
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode593190
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear015500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear010979
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010979
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear109703
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear203231
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3013548
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear031513
IRS990PF/UndistributedIncome/ExcessFromCurrentYear05031
IRS990PF/UndistributedIncome/ExcessFromYear109703
IRS990PF/UndistributedIncome/ExcessFromYear203231
IRS990PF/UndistributedIncome/ExcessFromYear3013548
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions016010
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus05031
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus031513
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover026482
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT SERVICVES FEES
OtherExpensesSchedule/OtherExpenses/Description1STATE OF CA FILING FEE-FORM 199 PRIOR YEAR
OtherExpensesSchedule/OtherExpenses/Description2ATTORNEY GENERAL FORM RRF-1-PRIOR YEAR
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps110
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps225
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01678
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01678
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks110
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks225
TaxesSchedule/Taxes/Amount0130
TaxesSchedule/Taxes/Amount165
TaxesSchedule/Taxes/Amount280
TaxesSchedule/Taxes/Amount379
TaxesSchedule/Taxes/Category0US TREASURY-FINAL 990-T PRIOR YEAR
TaxesSchedule/Taxes/Category1US TREASURY-BALANCE PRIOR YEAR
TaxesSchedule/Taxes/Category2US TREASURY-THIS YEAR ESTIMATES
TaxesSchedule/Taxes/Category3FTB-FINAL 109 PRIOR YEAR
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/DisbursementsCharitablePrps30
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
TaxesSchedule/Taxes/NetInvestmentIncome30
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0770389581
ReturnHeader/Filer/Name/BusinessNameLine10ALGER CHANEY CHARITABLE TRUST
ReturnHeader/Filer/NameControl0CHAN
ReturnHeader/Filer/Phone08059632382
ReturnHeader/Filer/USAddress/AddressLine10170 LA VISTA GRANDE
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093103
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-12-05
ReturnHeader/Officer/Name0HENRY CHANEY
ReturnHeader/Officer/Phone08059632382
ReturnHeader/Officer/Title0CO-TRUSTEE
ReturnHeader/PreparerFirm/EIN0952835976
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10115 E MICHELTORENA ST 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SANTA BARBARA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode093101
ReturnHeader/Preparer/Name0WILLIAM L JACKSON
ReturnHeader/Preparer/Phone08059664157
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-09-01
ReturnHeader/TaxPeriodEndDate02013-08-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-10T11:00:10-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,617
Liabilities
$0
Net assets
$169,617
Revenue
-
Expenses
$18,517
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.12$0.10$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.06$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.28$0.14$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.63$0.12$1.51
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02$0.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.02$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.06$0.01$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02