Civic Intelligence

Griswold Charitable Trust Co M Rodrigue

990PF • Fiscal year 2025 • EIN 77-6135696

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 21, 2025

Organization Profile
816 Arbolado RoadSanta Barbara, CA 93103

(805) 452-9520

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2025 filings • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.00x

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

2025 filings • $5M-$10M nonprofits • Source year 2025

Net Margin

17th percentile

-9.9%

Higher net margin than 17% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$47,011

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2025 filings • $5M-$10M nonprofits • Source year 2025

Asset Growth

30th percentile

-0.7%

Faster asset growth than 30% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-18%

Faster revenue growth than 13% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$8,054,005

Down $58,739 (-0.7%) from 2024

Net Assets

$8,054,005

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin17th percentile

Revenue

Down

$511,558

Down $114,947 (-18%) from 2024

Expenses

Down

$561,999

Down $50,011 (-8.2%) from 2024

Net Income

Down

-$50,441

Down $64,936 (-448%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$10M$5.0M$0Assets 2011: $7,872,073Liabilities 2011: $0Net Assets 2011: $7,872,0732011Assets 2012: $7,833,123Liabilities 2012: $0Net Assets 2012: $7,833,1232012Assets 2013: $7,923,038Liabilities 2013: $0Net Assets 2013: $7,923,0382013Assets 2014: $8,206,301Liabilities 2014: $12014Assets 2015: $8,078,648Liabilities 2015: $0Net Assets 2015: $8,078,6482015Assets 2016: $7,525,891Liabilities 2016: $0Net Assets 2016: $7,525,8912016Assets 2017: $7,628,749Liabilities 2017: $0Net Assets 2017: $7,628,7492017Assets 2018: $8,039,669Liabilities 2018: $54,000Net Assets 2018: $7,985,6692018Assets 2019: $8,904,949Liabilities 2019: $02019Assets 2020: $8,258,249Liabilities 2020: $4,6652020Assets 2021: $8,640,995Liabilities 2021: $10,330Net Assets 2021: $8,630,6652021Assets 2022: $8,579,313Liabilities 2022: $7,278Net Assets 2022: $8,572,0352022Assets 2023: $8,098,249Liabilities 2023: $12023Assets 2024: $8,112,744Liabilities 2024: $12024Assets 2025: $8,054,005Liabilities 2025: $0Net Assets 2025: $8,054,0052025

Highlighted filing

2025

Assets$8,054,005
Liabilities$0
Net Assets$8,054,005
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $566,1742011Expenses 2012: $393,0842012Expenses 2013: $662,1622013Revenue 2014: $825,489Expenses 2014: $528,060Net Income 2014: $297,4292014Revenue 2015: $486,613Expenses 2015: $605,009Net Income 2015: -$118,3962015Revenue 2016: $129,715Expenses 2016: $678,226Net Income 2016: -$548,5112016Revenue 2017: $698,503Expenses 2017: $621,639Net Income 2017: $76,8642017Revenue 2018: $1,031,835Expenses 2018: $674,915Net Income 2018: $356,9202018Revenue 2019: $1,577,577Expenses 2019: $658,297Net Income 2019: $919,2802019Revenue 2020: -$4,074Expenses 2020: $655,209Net Income 2020: -$659,2832020Revenue 2021: $1,043,543Expenses 2021: $666,461Net Income 2021: $377,0822021Revenue 2022: $632,859Expenses 2022: $691,488Net Income 2022: -$58,6292022Revenue 2023: $258,457Expenses 2023: $732,243Net Income 2023: -$473,7862023Revenue 2024: $626,505Expenses 2024: $612,010Net Income 2024: $14,4952024Revenue 2025: $511,558Expenses 2025: $561,999Net Income 2025: -$50,4412025

Highlighted filing

2025

Revenue$511,558
Expenses$561,999
Net Income-$50,441
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC RODRIGUECo-Trustee-$47,011-$47,011
MARTHA RODRIGUECo-Trustee-$47,011-$47,011
Filing and Contact Details

Filer

Filer Name
Griswold Charitable Tr
EIN
77-6135696
Phone
8054529520
Address
816 ARBOLADO ROAD, SANTA BARBARA, CA 93103

Signing Officer

Name
Marc Rodrigue
Title
Co-trustee
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Scroggs & Associates
Address
1809 CLIFF DRIVE UNIT E, SANTA BARBARA, CA 93109
Preparer
Kathy J Scroggs CPA
Phone
8059694167
Raw XML AppendixShowing 400 of 462 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc118000 US TREASURY CUSIP 912828YE4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2407000 US TREASURY CUSIP 912828YE4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc368000 ABBVIE INC SR GLBL CUSIP 00287YBX6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc460000 AMAZON COM INC CUSIP 023135CR5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc566000 APPLE INC BOND CUSIP 037833EN6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc670000 BANK OF AMERICA CUSIP 06051GHQ5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc775000 COCA COLA CUSIP 191216DP2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc870000 MORGAN STANLEY CUSIP 61747YFA8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc970000 MORGAN STANLEY CUSIP 6174468P7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1065000 SHELL INTL CUSIP 822528BD3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1170000 STRYKER CORP CUSIP 863667AQ4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1267000 T MOBILE CUSIP 87264ABU8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1311957.549 OSTERWEIS STRATEGIC (OSTIX)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14300 ADOBE INC (ADBE)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15300 BROADCOM INC (AVGO)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16140 ULTA BEAUTY (ULTA)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17140 ULTA BEAUTY (ULTA)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18560 DIAMONDBACK ENERGY (FANG)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1970000. US TREASURY CUSIP 91282CHL8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2034000 US TREASURY CUSIP 912828YE4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162025-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172025-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182025-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192025-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202024-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0167521
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-50441
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08298
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08062303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08112744
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08054005
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0655145
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0655145
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0655145
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0662035
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06890
IRS990PF/DistributableAmountGrp/TotalTaxAmt06890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt04017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt05531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012421
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08112744
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08054005
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0846797
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03705155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03778376
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0242372
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0229620
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt010988
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt05531
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt028563
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt042043
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08112744
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08054005
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08112744
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08054005
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08112744
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08054005
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03278868
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03998435
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013442331
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0328689
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013113642
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0201635
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0662035
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013240696
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013442331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt047011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt147011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARC RODRIGUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTHA RODRIGUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0816 ARBOLADO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1816 ARBOLADO
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/ZIPCd093103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193103
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0546131
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0546131
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/AddressLine1Txt01809 CLIFF DRIVE UNIT E
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093109
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SCROGGS & ASSOCIATES
IRS990PF/StatementsRegardingActyGrp/PhoneNum08054447994
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CHARITABLE DISTRIBUTIONS TO TAX EXEMPT ENTITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0133333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt166667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt266667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt366667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt466667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PET PRIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NATIONAL CAT PROTECTION SOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HISTORIC BEAUFORT FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SANTA BARBARA BEAUTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4NATIONAL HEALTH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16904 WEST COAST HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2POBOX 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3POBOX 2024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 688
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PACIFIC PALISADES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BEAUFORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MONROVIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192663
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd229901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0400001
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/AppliedToCurrentYearAmt0546131
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0655145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt062808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt062808
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt062808
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0546131
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062808

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,054,005
Liabilities
$0
Net assets
$8,054,005
Revenue
$511,558
Expenses
$561,999
Net income
-$50,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.51$0.56$0.05
2024Summary only. Only limited summary data is available for this year.$8.11$0.00$0.63$0.61$0.01
2023Summary only. Only limited summary data is available for this year.$8.10$0.00$0.26$0.73$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.01$8.57$0.63$0.69$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$0.01$8.63$1.04$0.67$0.38
2020Summary only. Only limited summary data is available for this year.$8.26$0.00$0.00$0.66$0.66
2019Summary only. Only limited summary data is available for this year.$8.90$0.00$1.58$0.66$0.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.04$0.05$7.99$1.03$0.67$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.00$7.63$0.70$0.62$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.13$0.68$0.55
2015Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.49$0.61$0.12
2014Summary only. Only limited summary data is available for this year.$8.21$0.00$0.83$0.53$0.30
2013Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.66
2012Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.39
2011Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.57