Alger Chaney Charitable Trust

990PF • Fiscal year 2023 • EIN 77-0389581

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 04, 2023

Organization Profile

170 LA Vista GrandeSanta Barbara, CA 93103

(805) 963-2382

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

-73%

Higher net margin than 10% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

-2.2%

Faster asset growth than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

-11%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,789,735

Down $40,703 (-2.2%) from 2022

Net Assets

Down

$1,789,735

Down $40,703 (-2.2%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin10th percentile

Revenue

Down

$55,924

Down $7,035 (-11%) from 2022

Expenses

Down

$96,627

Down $3,843 (-3.8%) from 2022

Net Income

Down

-$40,703

Down $3,192 (-8.5%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

Highlighted filing

2023

Assets$1,789,735

Liabilities$0

Net Assets$1,789,735

Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

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

Highlighted filing

2023

Revenue$55,924

Expenses$96,627

Net Income-$40,703

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2022 to Aug 31, 2023
Signed: Dec 4, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HENRY W CHANEY	Trustee	-	$0	-	-
SUSAN CHANEY PUREL	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Alger Chaney Charitable Trust
EIN: 77-0389581
Phone: 8059632382
Address: 170 LA VISTA GRANDE, SANTA BARBARA, CA 93103

Signing Officer

Name: Henry Chaney
Title: Co-trustee
Phone: 8059632382
Signed: 2023-12-04
Discuss with paid preparer: Yes

Preparer

Firm: Macfarlane Faletti & Co Llp
Address: 3757 STATE STREET SUITE 3B, SANTA BARBARA, CA 93105
Preparer: William L Jackson
Phone: 8059664157

Raw XML 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.

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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	2000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	2000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	CORPORATE BONDS-SCHEDULE AVAILABLE UPON REQUEST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	606375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	577141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	794372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1011974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	COMMON STOCKS-SCHEDULE AVAILABLE UPON REQUEST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	99783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	69505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	CLOSED END FUNDS-SCHEDULE AVAILABLE UPON REQUEST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	CLOSED END FUNDS-SCHEDULE AVAILABLE UPON REQUEST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	136189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	64051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	36651
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	19273
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	4000
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	80550
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	378558
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	19273
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	43053
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	50
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	10871
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1156
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	96627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	55924
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	55924
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	2050
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	16077
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	STOCKS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	91949
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	596990
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1659044
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	92547
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1879129
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	SUSAN CHANEY PUREL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND RELATED EXPENSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	82600
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	10550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	1000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SANTA BARBARA MUSEUM OF NATURAL HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	PROVIDENCE MISSION HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	JF SHEA THERAPEUTIC RIDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	ST MARY'S SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	WIKIMEDIA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	MISSION SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2559 PUESTA DEL SOL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	27700 MEDICAL CENTER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	26284 OSO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	7 PURSUIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	1 MONTGOMERY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	26801 ORTEGA HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MISSION VIEJO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	ALISO VIEJO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	SAN JUAN CAPISTRANO
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/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	93105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92691
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	92656
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	94104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	92675
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	80550
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	82600
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	91949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	9349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	20745
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	37009
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	9349
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	48405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	20745
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	27660
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	82600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	48405
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	57754
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	56000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	2	4183
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	18 K GOLD RING, 9.7 GRAMS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	18 K GOLD RING, 8.3 GRAMS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	2	ACCRUED DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	56000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	2	4770
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	56000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	2	4770
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	DEPT OF JUSTICE -RRF-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	50
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	10871
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	10871
TaxesSchedule/TaxesDetail/Amt	0	1100
TaxesSchedule/TaxesDetail/Amt	1	56
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX 2021
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL EXCISE ESTIMATED TAX 2022
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	HENRY CHANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8059632382
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ALGER CHANEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	CHAN
ReturnHeader/Filer/EIN	0	770389581
ReturnHeader/Filer/PhoneNum	0	8059632382
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	170 LA VISTA GRANDE
ReturnHeader/Filer/USAddress/CityNm	0	SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	93103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	952835976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3757 STATE STREET SUITE 3B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	93105
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8059664157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WILLIAM L JACKSON
ReturnHeader/ReturnTs	0	2024-02-07T13:12:24-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	HENRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	CHANEY
ReturnHeader/TaxPeriodBeginDt	0	2022-09-01
ReturnHeader/TaxPeriodEndDt	0	2023-08-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,789,735
Liabilities: $0
Net assets: $1,789,735
Revenue: $55,924
Expenses: $96,627
Net income: -$40,703

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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