Civic Intelligence

Ailene B & Pierre P Claeyssens

EIN 77-6052982 • Santa Barbara, CA

PO Box 30586Santa Barbara, CA 93130-0586
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-278%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$42,550

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 37.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

20th percentile

-5.9%

Faster asset growth than 20% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,996,070

Down $312,934 (-5.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,996,070

Down $312,934 (-5.9%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin2nd percentile

Revenue

Down

$112,465

Down $108,906 (-49%) from 2023

Expenses

Up

$425,399

Up $7,905 (+1.9%) from 2023

Net Income

Down

-$312,934

Down $116,811 (-60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,875,909Liabilities 2011: $02011Assets 2012: $4,173,137Liabilities 2012: $02012Assets 2013: $4,237,919Liabilities 2013: $9002013Assets 2014: $4,146,952Liabilities 2014: $900Net Assets 2014: $4,146,0522014Assets 2015: $6,159,029Liabilities 2015: $900Net Assets 2015: $6,158,1292015Assets 2016: $6,149,947Liabilities 2016: $900Net Assets 2016: $6,149,0472016Assets 2017: $6,250,986Liabilities 2017: $900Net Assets 2017: $6,250,0862017Assets 2018: $5,663,348Liabilities 2018: $900Net Assets 2018: $5,662,4482018Assets 2019: $6,052,770Liabilities 2019: $900Net Assets 2019: $6,051,8702019Assets 2020: $5,519,352Liabilities 2020: $900Net Assets 2020: $5,518,4522020Assets 2021: $5,658,990Liabilities 2021: $0Net Assets 2021: $5,658,9902021Assets 2022: $5,505,127Liabilities 2022: $0Net Assets 2022: $5,505,1272022Assets 2023: $5,309,004Liabilities 2023: $0Net Assets 2023: $5,309,0042023Assets 2024: $4,996,070Liabilities 2024: $0Net Assets 2024: $4,996,0702024

Highlighted filing

2024

Assets$4,996,070
Liabilities$0
Net Assets$4,996,070
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $284,270Expenses 2011: $260,570Net Income 2011: $23,7002011Revenue 2012: $409,207Expenses 2012: $111,979Net Income 2012: $297,2282012Revenue 2013: $438,463Expenses 2013: $374,581Net Income 2013: $63,8822013Revenue 2014: $288,720Expenses 2014: $379,687Net Income 2014: -$90,9672014Revenue 2015: $2,414,253Expenses 2015: $402,176Net Income 2015: $2,012,0772015Revenue 2016: $418,108Expenses 2016: $427,190Net Income 2016: -$9,0822016Revenue 2017: $490,193Expenses 2017: $389,154Net Income 2017: $101,0392017Revenue 2018: $370,035Expenses 2018: $957,673Net Income 2018: -$587,6382018Revenue 2019: $791,857Expenses 2019: $402,320Net Income 2019: $389,5372019Revenue 2020: -$35,820Expenses 2020: $497,598Net Income 2020: -$533,4182020Revenue 2021: $535,368Expenses 2021: $394,830Net Income 2021: $140,5382021Revenue 2022: $307,669Expenses 2022: $461,532Net Income 2022: -$153,8632022Revenue 2023: $221,371Expenses 2023: $417,494Net Income 2023: -$196,1232023Revenue 2024: $112,465Expenses 2024: $425,399Net Income 2024: -$312,9342024

Highlighted filing

2024

Revenue$112,465
Expenses$425,399
Net Income-$312,934
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,996,070
Liabilities
$0
Net assets
$4,996,070
Revenue
$112,465
Expenses
$425,399
Net income
-$312,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.00$5.00$0.11$0.43$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.00$5.31$0.22$0.42$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.31$0.46$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.54$0.39$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.04$0.50$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.00$6.05$0.79$0.40$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.66$0.00$5.66$0.37$0.96$0.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.00$6.25$0.49$0.39$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.15$0.00$6.15$0.42$0.43$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$2.41$0.40$2.01
2014Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.29$0.38$0.09
2013Summary only. Only limited summary data is available for this year.$4.24$0.00$0.44$0.37$0.06
2012Summary only. Only limited summary data is available for this year.$4.17$0.00$0.41$0.11$0.30
2011Summary only. Only limited summary data is available for this year.$3.88$0.00$0.28$0.26$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANKCo Trustee-$38,972-$38,972
NOELLE CLAEYSSENS BURKEYCo Trustee-$3,894-$3,894
Filing and Contact Details

Filer

Filer Name
Ailene B & Pierre P Claeyssens
EIN
77-6052982
Phone
8059660543
Address
PO BOX 30586, SANTA BARBARA, CA 93130-0586

Signing Officer

Name
Noelle Claeyssens Burkey
Title
Trustee
Phone
8059660543
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Bloodgood Llp
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Raw XML Appendix331 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/AccountingFeesDetail/Amt04024
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0806
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03218
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0WOOD CLAEYSSENS FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0402128
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02022-12-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THIS ORGANIZATION MADE A GRANT TO THE WOOD-CLAEYSSENS FOUNDATION, AN ORGANIZATION DESCRIBED IN IRS SEC. 501(C)3 AND SEC. 4942(J)(3). THE GRANTEE USED THE GRANT TO FURTHER THE PURPOSE OF THE NON-PROFIT ORGANIZATION IN PROVIDING GRANTS TO ORGANIZATIONS QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE GRANTEE MAKES GRANTS TO CALIFORNIA ORGANIZATIONS LOCATED IN SANTA BARBARA AND VENTURA COUNTIES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE GRANTEE MADE ITS REPORT TO THE BOARD. THIS ORGANIZATION VERIFIED THAT THE FUNDS WERE SPENT FOR THE PURPOSE INTENDED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0PO BOX 30586
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0SANTA BARBARA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd093130
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF, PAGE 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CALIFORNIA FLOOD DISASTER CA-2023-02 FEMA #3591
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE ORGANIZATION RESIDES IN A COVERED DISASTER AREA DESIGNATED BY FEMA DISASTER #3591. ACCORDINGLY, THE ORGANIZATION IS AN AFFECTED TAXPAYER AND HAS BEEN GRANTED FILING AND PAYMENT RELIEF UNTIL NOVEMBER 16, 2023 FROM THE ORIGINAL DUE DATE OF MAY 15, 2023.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03584415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1455242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05252176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1493238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DOMESTIC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FOREIGN COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0851373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt172126
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIXED INCOME FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0729877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt165976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0156266
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0151065
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SETTLEMENT OF CLASS-ACTION LAWSUIT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0338
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0307669
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0307669
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0806
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03218
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04024
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0151065
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt042866
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt042866
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0402128
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0402128
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0156266
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0156266
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-153863
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0651978
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0151065
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0261519
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0338
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0338
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt046
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0403034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0461532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0307669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0307669
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0906
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt046150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt059404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0500913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt071902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt179163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt071902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt179163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0572815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt179163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UNION BANK #5210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0151065
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-153863
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05505127
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05658990
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05505127
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0376648
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0376648
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0376648
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0380283
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03635
IRS990PF/DistributableAmountGrp/TotalTaxAmt03635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06800
IRS990PF/FMVAssetsEOYAmt07083238
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04375958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04039657
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05745414
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01012264
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0923499
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0795853
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05658990
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05505127
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0270768
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0541971
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0541971
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05658990
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05505127
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07083238
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05658990
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05505127
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05658990
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05505127
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07721478
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0578034
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07143444
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0115822
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0380283
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07605656
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07721478
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03894
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt138972
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NOELLE CLAEYSSENS BURKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MUFG UNION BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 30586
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 30586
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0931300586
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1931300586
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0403034
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ReturnHeader/TaxYr02022

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