Civic Intelligence

Beightler Squires Charitable Trust

990PF • Fiscal year 2011 • EIN 77-6183959

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
360 E 1st St PMB3192780
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,213,483

Flat from 2011

Net Assets

$1,213,483

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$66,735

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,246,534Liabilities 2010: $0Net Assets 2010: $1,246,5342010Assets 2011: $1,213,483Liabilities 2011: $0Net Assets 2011: $1,213,4832011Assets 2011: $1,213,483Liabilities 2011: $12011Assets 2012: $1,308,346Liabilities 2012: $0Net Assets 2012: $1,308,3462012Assets 2013: $1,493,805Liabilities 2013: $0Net Assets 2013: $1,493,8052013Assets 2014: $1,611,004Liabilities 2014: $12014Assets 2015: $1,565,860Liabilities 2015: $0Net Assets 2015: $1,565,8602015Assets 2016: $1,656,916Liabilities 2016: $0Net Assets 2016: $1,656,9162016Assets 2017: $1,872,339Liabilities 2017: $0Net Assets 2017: $1,872,3392017Assets 2018: $1,673,425Liabilities 2018: $0Net Assets 2018: $1,673,4252018Assets 2019: $1,993,622Liabilities 2019: $0Net Assets 2019: $1,993,6222019Assets 2020: $2,197,867Liabilities 2020: $0Net Assets 2020: $2,197,8672020Assets 2021: $2,498,230Liabilities 2021: $0Net Assets 2021: $2,498,2302021Assets 2022: $1,865,048Liabilities 2022: $0Net Assets 2022: $1,865,0482022Assets 2023: $2,138,791Liabilities 2023: $12023

Highlighted filing

2011

Assets$1,213,483
Liabilities$0
Net Assets$1,213,483
Open 2011 Filing

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $42,5662010Expenses 2011: $66,7352011Revenue 2011: $56,854Expenses 2011: $66,735Net Income 2011: -$9,8812011Expenses 2012: $51,9832012Revenue 2013: $54,338Expenses 2013: $35,360Net Income 2013: $18,9782013Revenue 2014: $43,798Expenses 2014: $43,729Net Income 2014: $692014Revenue 2015: $47,602Expenses 2015: $76,798Net Income 2015: -$29,1962015Revenue 2016: $51,160Expenses 2016: $73,521Net Income 2016: -$22,3612016Revenue 2017: $64,521Expenses 2017: $77,400Net Income 2017: -$12,8792017Revenue 2018: $57,932Expenses 2018: $111,954Net Income 2018: -$54,0222018Revenue 2019: $57,376Expenses 2019: $130,370Net Income 2019: -$72,9942019Revenue 2020: $67,977Expenses 2020: $99,435Net Income 2020: -$31,4582020Revenue 2021: $96,132Expenses 2021: $211,575Net Income 2021: -$115,4432021Revenue 2022: $162,069Expenses 2022: $169,413Net Income 2022: -$7,3442022Revenue 2023: $131,184Expenses 2023: $136,844Net Income 2023: -$5,6602023

Highlighted filing

2011

Revenue-
Expenses$66,735
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN R DAVISTrustee-$0--
BRENDA S DAVISTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE PRENTICE SCHOOLSUPPORT EDUCATIONAL PROGRAMS501(C)(3)NPSANTA ANA, CA, US$35,000
Paid GrantRECORDING FOR THE BLIND AND DISLEXIEDUCATIONAL PROGRAMS501(C)(3)NPPRINCETON, NJ, US$11,000
Paid GrantKALAMAZOO COLLEGESUPPORT EDUCATIONA PROGRAMS501(C)(3)NPKALAMAZOO, MI, US$8,000
Paid GrantCAMPFIRE USAYOUTH AND EDUCATIONAL PROGRAMS501(C)(3)NPSANTA ANA, CA, US$6,000
Paid GrantTHE CARTER CENTERSUPPORT CHARITABLE AND HUMANITARIAN PGMS501(C)(3)NPATLANTA, GA, US$2,500
Paid GrantCENTER FOR RESTORATIVE JUSTICE WORKANTI DELINQUENCY PROGRAMS501(C)(3)NPNORTH HOLLYWOOD, CA, US$1,000
Paid GrantAMERICAN FRIENDS SERVICE COMMITTEECHARITABLE AND HUMANITARIAN PROGRAMS501(C)(3)NPLOS ANGELES, CA, US$1,000
Filing and Contact Details

Filer

EIN
77-6183959
Raw XML AppendixShowing 400 of 603 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32001-12-11
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72004-12-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82007-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92007-07-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102007-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112009-09-30
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-12-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3PUTNAM MASTER INTER INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4PUTNAM MASTER INTER INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5PUTNAM MASTER INTER INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6REPSON INTL CAP LTD 7.45
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7ROYCE VALUE TR INC
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9SPDR DOW JONES INDUSTRIAL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10WELLS FARGO CAPITAL IV 7
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11WELLS FARGO CO 8
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12ROYCE VALUR TR INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13AES TR III PFD 6.75
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-2394
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-2342
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IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0464
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0-23170
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01246534
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01213483
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn051467
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01029333
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01045008
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0003.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LYNN R DAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BRENDA S DAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10360 E 1ST ST PMB31
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11360 E 1ST ST PMB31
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0TUSTIN

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,213,483
Liabilities
$0
Net assets
$1,213,483
Revenue
-
Expenses
$66,735
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.14$0.00$0.13$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.16$0.17$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.10$0.21$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.07$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.06$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.06$0.11$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.06$0.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.05$0.07$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.05$0.08$0.03
2014Summary only. Only limited summary data is available for this year.$1.61$0.00$0.04$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.05$0.04$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$0.06$0.07$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04