Civic Intelligence

2Nd Louise Mollath Charitable Remainder

EIN 77-6046663 • Los Olivos, CA

P O Box 362Los Olivos, CA 93441
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.00x

Higher debt load relative to revenue than 43% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

6th percentile

-117%

Higher net margin than 6% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-4.3%

Faster asset growth than 27% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-63%

Faster revenue growth than 5% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$584,548

Down $26,295 (-4.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$584,548

Down $26,295 (-4.3%) from 2022

Revenue

Down

$22,512

Down $37,579 (-63%) from 2022

Expenses

Up

$48,807

Up $2,202 (+4.7%) from 2022

Net Income

Down

-$26,295

Down $39,781 (-295%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $620,477Liabilities 2012: $02012Assets 2013: $618,650Liabilities 2013: $02013Assets 2014: $617,329Liabilities 2014: $02014Assets 2015: $609,041Liabilities 2015: $02015Assets 2016: $580,665Liabilities 2016: $02016Assets 2017: $580,665Liabilities 2017: $0Net Assets 2017: $580,6652017Assets 2018: $575,148Liabilities 2018: $0Net Assets 2018: $575,1482018Assets 2019: $574,422Liabilities 2019: $0Net Assets 2019: $574,4222019Assets 2020: $570,809Liabilities 2020: $0Net Assets 2020: $570,8092020Assets 2021: $570,809Liabilities 2021: $0Net Assets 2021: $570,8092021Assets 2022: $610,843Liabilities 2022: $0Net Assets 2022: $610,8432022Assets 2023: $584,548Liabilities 2023: $0Net Assets 2023: $584,5482023

Highlighted filing

2023

Assets$584,548
Liabilities$0
Net Assets$584,548

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$0-$100K-$200KRevenue 2012: -$118,014Expenses 2012: $53,150Net Income 2012: -$171,1642012Revenue 2013: $45,908Expenses 2013: $47,735Net Income 2013: -$1,8272013Revenue 2014: $49,029Expenses 2014: $50,350Net Income 2014: -$1,3212014Revenue 2015: $39,547Expenses 2015: $47,835Net Income 2015: -$8,2882015Revenue 2016: $9,549Expenses 2016: $37,925Net Income 2016: -$28,3762016Revenue 2017: $40,950Expenses 2017: $40,950Net Income 2017: $02017Revenue 2018: $33,708Expenses 2018: $39,225Net Income 2018: -$5,5172018Revenue 2019: $46,515Expenses 2019: $47,241Net Income 2019: -$7262019Revenue 2020: $36,317Expenses 2020: $39,930Net Income 2020: -$3,6132020Revenue 2021: $41,988Expenses 2021: $41,988Net Income 2021: $02021Revenue 2022: $60,091Expenses 2022: $46,605Net Income 2022: $13,4862022Revenue 2023: $22,512Expenses 2023: $48,807Net Income 2023: -$26,2952023

Highlighted filing

2023

Revenue$22,512
Expenses$48,807
Net Income-$26,295

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
May 17, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK JAMISONTrustee-$2,009-$2,009
Filing and Contact Details

Filer

Filer Name
2nd LOUISE MOLLATH CHARITABLE REMAINDER
EIN
77-6046663
Phone
8056919266
Address
P O BOX 362, LOS OLIVOS, CA 93441

Signing Officer

Name
Mark Jamison
Title
Trustee
Signed
2024-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Suzanne May Jakkola EA Inc
Address
2445 Alamo Pintado Ave Ste 203, Los Olivos, CA 93441
Preparer
Suzanne May Jakkola EA
Phone
8056865313
Raw XML Appendix285 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt087738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt187858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt289427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt387596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt466702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt561596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt688072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARES DYN CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CALAMOS CONV & HIGH INC FND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DELAWARE INVY HIGH INC OPP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ABERDEEN TOTAL DYNAMIC DIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4NUVEEN CORE EQUITY ALPH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5NUVEEN PREF & INC OPP FND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6KINGWAY SWEEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7INVESCO SR INCOME TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ABERDEEN INCOME CREDIT STRAT.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt068205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt173749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt274160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt358275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt466702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt561765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt669812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt048052
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-26145
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0605
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt022512
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022512
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt048657
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01005
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02009
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt048052
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt048052
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt048052
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-26295
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt061597
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0605
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-26145
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042854
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04758
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04758
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt048657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt042000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt048657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022512
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05803
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt087742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-26145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-26145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt061597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05885 CALAMOS CONV & HIGH INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-26145
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-26295
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0584548
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0610843
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0584548
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0596
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0596
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0596
IRS990PF/DistributableAmountGrp/TotalTaxAmt0596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0627
IRS990PF/FMVAssetsEOYAmt0488227
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0610843
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0584548
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015597
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt015559
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015559
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0595246
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0568989
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0472668
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0610843
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0584548
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0488227
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0610843
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0584548
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0610843
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0584548
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK JAMISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02445 ALAMO PINTADO AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS OLIVOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093441
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt042000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt042000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 362
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS OLIVOS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093441
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARK JAMISON
IRS990PF/StatementsRegardingActyGrp/PhoneNum08056919266
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BLIND SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ANIMAL WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LOMPOC HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BRAILLE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COMPANION ANIMAL PLACEMENT ASSIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015 E CARRILLO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 88
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2741 N VERMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31501 WEST CENTRAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOMPOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOMPOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393436
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05481
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05481
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt099093
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt041000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0104574
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062574
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01920
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12838
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOND PREMIUM
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01920
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12838
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK JAMISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt02nd LOUISE MOLLATH CHARITABLE REMAINDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNITRUST
ReturnHeader/Filer/BusinessNameControlTxt02NDL
ReturnHeader/Filer/EIN0776046663
ReturnHeader/Filer/PhoneNum08056919266
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 362
ReturnHeader/Filer/USAddress/CityNm0LOS OLIVOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093441
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450501066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Suzanne May Jakkola EA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02445 Alamo Pintado Ave Ste 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Olivos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093441
ReturnHeader/PreparerPersonGrp/PhoneNum08056865313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzanne May Jakkola EA
ReturnHeader/ReturnTs02024-05-17T15:56:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAMISON
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.