Civic Intelligence

Ailene B & Pierre P Claeyssens Charitable Trust

990PF • Fiscal year 2018 • EIN 77-6052982

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 06, 2019

Organization Profile
PO Box 30586Santa Barbara, CA 93130-0586

(805) 966-0543

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

3rd percentile

-159%

Higher net margin than 3% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$37,525

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

11th percentile

-9.4%

Faster asset growth than 11% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$5,663,348

Down $587,638 (-9.4%) from 2017

Net Assets

Down

$5,662,448

Down $587,638 (-9.4%) from 2017

Liabilities

Flat

$900

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin3rd percentile

Revenue

Down

$370,035

Down $120,158 (-25%) from 2017

Expenses

Up

$957,673

Up $568,519 (+146%) from 2017

Net Income

Down

-$587,638

Down $688,677 (-682%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$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

2018

Assets$5,663,348
Liabilities$900
Net Assets$5,662,448
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$370,035
Expenses$957,673
Net Income-$587,638
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANKCo Trustee-$37,525-$37,525
NOELLE CLAEYSSENS BURKEYCo Trustee-$7,431-$7,431
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
2019-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Damitz Brooks Nightingale
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Raw XML Appendix342 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/Amt03050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0610
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02440
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0WOOD CLAEYSSENS FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0373857
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02016-11-30
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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02869737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11344483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03708403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11215676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DOMESTIC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FOREIGN COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0919294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1248781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIXED INCOME FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0905758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1238715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0136809
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0233226
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0370035
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0370035
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0610
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02440
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0233226
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt044956
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt044956
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0373857
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0373857
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0136809
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0136809
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-587638
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02977823
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0233226
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0322639
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0535810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0374552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0957673
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0370035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0370035
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047396
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0583816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02744597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0233226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0233226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02977823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UNION BANK - #5210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0233226
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-587638
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05662448
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06250086
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05662448
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0358817
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0358817
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0358817
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0362043
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03226
IRS990PF/DistributableAmountGrp/TotalTaxAmt03226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04400
IRS990PF/FMVAssetsEOYAmt06349605
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04671018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04214220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04924079
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01416090
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01168075
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01144473
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0900
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0900
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06250086
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05662448
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0163878
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0281053
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0281053
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06250986
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05663348
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06349605
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0900
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0900
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06250986
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05663348
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06250086
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05662448
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07351135
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0318149
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07032986
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0110267
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0362043
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07240868
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07351135
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt137525
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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0331863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0335089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0344018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0335225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0334685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0333681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0297661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07240868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07576523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07044008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07253186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07217892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06797675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0374552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229158
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0371326
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0374552
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03226
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0374552
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NOELLE BURKEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 30586
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0931300586
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08059660543
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0373857
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHER THE PURPOSE OF THE NON-PROFIT ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0WOOD-CLAEYSSENS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 30586
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093130
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0373857
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0695
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0373857
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0358817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0374552
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0358122
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0373857
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0900
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACCOUNTING FEES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0900
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt24734
TaxesSchedule/TaxesDetail/Amt3530991
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1SECRETARY OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt3TRUST INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt175
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NOELLE CLAEYSSENS BURKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059660543
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AILENE B & PIERRE P CLAEYSSENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AILE
ReturnHeader/Filer/EIN0776052982
ReturnHeader/Filer/PhoneNum08059660543
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 30586
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0931300586
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B7286581B3DA0F25693D69D3AB6D5947FEC2D3FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D4F89E78E465368889BB483E491D42BE848D7349
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.64.156.34
ReturnHeader/FilingSecurityInformation/IPDt02019-09-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:05:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770076647
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAMITZ BROOKS NIGHTINGALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST CARRILLO STREET SUITE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059631837
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE MACAULAY
ReturnHeader/ReturnTs02019-11-05T18:58:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,663,348
Liabilities
$900
Net assets
$5,662,448
Revenue
$370,035
Expenses
$957,673
Net income
-$587,638
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $5M-$10M nonprofits