Civic Intelligence

Samson Charitable Memorial Tr

990PF • Fiscal year 2019 • EIN 77-6191072

Jan 01, 2019 to Dec 31, 2019 • Filed on May 05, 2020

Organization Profile
PO Box 52007Phoenix, AZ 85072

(805) 564-6200

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$106,113

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$9,011,064

Up $970,156 (+12%) from 2015

Net Assets

$9,011,064

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin11th percentile

Revenue

Down

$551,447

Down $234,803 (-30%) from 2015

Expenses

Up

$790,016

Up $6,100 (+0.8%) from 2015

Net Income

Down

-$238,569

Down $240,903 (-10321%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2011: $7,980,661Liabilities 2011: $02011Assets 2012: $7,808,738Liabilities 2012: $02012Assets 2013: $7,777,771Liabilities 2013: $02013Assets 2014: $8,195,979Liabilities 2014: $02014Assets 2015: $8,040,908Liabilities 2015: $02015Assets 2019: $9,011,064Liabilities 2019: $0Net Assets 2019: $9,011,0642019Assets 2020: $9,527,902Liabilities 2020: $0Net Assets 2020: $9,527,9022020Assets 2021: $13,477,517Liabilities 2021: $0Net Assets 2021: $13,477,5172021Assets 2022: $13,105,313Liabilities 2022: $0Net Assets 2022: $13,105,3132022Assets 2023: $12,606,597Liabilities 2023: $0Net Assets 2023: $12,606,5972023Assets 2024: $11,953,123Liabilities 2024: $0Net Assets 2024: $11,953,1232024

Highlighted filing

2019

Assets$9,011,064
Liabilities$0
Net Assets$9,011,064
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $425,677Expenses 2011: $508,446Net Income 2011: -$82,7692011Revenue 2012: $393,058Expenses 2012: $542,843Net Income 2012: -$149,7852012Revenue 2013: $770,330Expenses 2013: $556,427Net Income 2013: $213,9032013Revenue 2014: $669,436Expenses 2014: $498,102Net Income 2014: $171,3342014Revenue 2015: $786,250Expenses 2015: $783,916Net Income 2015: $2,3342015Revenue 2019: $551,447Expenses 2019: $790,016Net Income 2019: -$238,5692019Revenue 2020: $1,259,259Expenses 2020: $742,268Net Income 2020: $516,9912020Revenue 2021: $4,964,924Expenses 2021: $1,017,777Net Income 2021: $3,947,1472021Revenue 2022: $566,654Expenses 2022: $933,551Net Income 2022: -$366,8972022Revenue 2023: $386,359Expenses 2023: $873,794Net Income 2023: -$487,4352023Revenue 2024: $234,521Expenses 2024: $887,200Net Income 2024: -$652,6792024

Highlighted filing

2019

Revenue$551,447
Expenses$790,016
Net Income-$238,569
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ATrusteePT$106,113-$106,113
Filing and Contact Details

Filer

Filer Name
Samson Memorial Trust
EIN
77-6191072
Phone
8055646200
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Vice President
Title
Director
Phone
8055646200
Signed
2020-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Bradley N Sprong
Phone
8008102207
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14167038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-5551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-16948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt416778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt67712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-7631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-20865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt933719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-5893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11125497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-16252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-11655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1589331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-5551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-16948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt416778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt67712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-7631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-20865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt933719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-5893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11125497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-16252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-11655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt144800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0113749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt257176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3608941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt434701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt579275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt661289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt729026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt878792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9320547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1094393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11138709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1277229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13137227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14171838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc08591.331 ARBITRAGE FD CL I #1000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1101.861 ARBITRAGE FD CL I #1000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25828.315 EATON VANCE GLBL MACRO ABS R6 #1072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc360530.892 PIMCO TOTAL RETURN INSTL #35
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100. SPDR S&P MIDCAP 400 ETF TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5381. BERKSHIRE HATHAWAY B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61200. VNGRD FTSE ALL-WORLD EX-US IDX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72879.566 AQR EQTY MKT NEUTRAL FD R6 #15296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc89151.205 AQR STYLE PREMIA ALT CL R6 #15289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc914348.585 DFA LARGE CAP INTERNATIONAL PORT #28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc109651.681 NATIXIS ASG MGD FUT CL N #6100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11419. BOEING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123595.405 DELAWARE SM CAP CORE FD CL R6 # 488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc139463.938 HARTFORD SCHRODERS EMRG MKT FD#3150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1415999.844 VNGRD ST TERM INVMT GRADE ADM #539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0190086
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-238569
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02434
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09011064
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09247199
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09011064
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0686638
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0686638
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0686638
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0695923
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09285
IRS990PF/DistributableAmountGrp/TotalTaxAmt09285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09288
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt021504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt02931
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021504
IRS990PF/FMVAssetsEOYAmt014680733
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09247199
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt09011064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04566562
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04873518
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04955356
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04173550
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03736634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09327501
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03136
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03136
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0503951
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0397776
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0397776
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09247199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09011064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014680733
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09247199
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09011064
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09247199
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09011064
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014130409
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0391545
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013738864
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0211956
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0695923
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013918453
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014130409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0106113
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MUFG UNION BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01021 ANACAPA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0672066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0676709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0660385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0622775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0614174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0702469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0399239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.033225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013918453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013847294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012992464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011507540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011863927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012016103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0660138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241431

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,011,064
Liabilities
$0
Net assets
$9,011,064
Revenue
$551,447
Expenses
$790,016
Net income
-$238,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.23$0.89$0.65
2023Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.39$0.87$0.49
2022Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.57$0.93$0.37
2021Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$4.96$1.02$3.95
2020Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$1.26$0.74$0.52
2019Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.55$0.79$0.24
2015Summary only. Only limited summary data is available for this year.$8.04$0.00$0.79$0.78$0.00
2014Summary only. Only limited summary data is available for this year.$8.20$0.00$0.67$0.50$0.17
2013Summary only. Only limited summary data is available for this year.$7.78$0.00$0.77$0.56$0.21
2012Summary only. Only limited summary data is available for this year.$7.81$0.00$0.39$0.54$0.15
2011Summary only. Only limited summary data is available for this year.$7.98$0.00$0.43$0.51$0.08