David Poiry Charitable Tr Dtd 6-27-2002

EIN 93-6625551 • Torrance, CA

3625 Del Amo Blvd 350Torrance, CA 90503

Siviq Scores

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

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

-105%

Higher net margin than 4% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

-6.3%

Faster asset growth than 14% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

168%

Faster revenue growth than 92% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets23rd percentile

Assets

Down

$21,181,244

Down $1,415,855 (-6.3%) from 2023

Liabilities

Down

$15,286

Down $21,319 (-58%) from 2023

Net Assets

Down

$21,165,958

Down $1,394,536 (-6.2%) from 2023

Operations

Liabilities / Revenue26th percentile Net Margin4th percentile

Revenue

$1,296,078

Up $811,726 (+168%) from 2023

Expenses

Down

$2,653,515

Down $1,674,422 (-39%) from 2023

Net Income

-$1,357,437

Up $2,486,148 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

Highlighted filing

2024

Assets$21,181,244

Liabilities$15,286

Net Assets$21,165,958

Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

Highlighted filing

2024

Revenue$1,296,078

Expenses$2,653,515

Net Income-$1,357,437

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $21,181,244
Liabilities: $15,286
Net assets: $21,165,958
Revenue: $1,296,078
Expenses: $2,653,515
Net income: -$1,357,437

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$21.2	$0.02	$21.2	$1.30	$2.65	$1.36
2023Detailed filing. Detailed filing data is available for this year.	$22.6	$0.04	$22.6	$0.48	$4.33	$3.84

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Sep 19, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay25th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
James Wellbaum	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: David Poiry Charitable TR DTD 6-27-2002
EIN: 93-6625551
Phone: 3103706000
Address: 3625 Del Amo Blvd 350, Torrance, CA 90503

Signing Officer

Name: James Wellbaum
Title: Trustee
Signed: 2025-09-19
Discuss with paid preparer: Yes

Preparer

Firm: The Anderson Company CPA
Address: 23001 Hawthorne Blvd Suite 202, Torrance, CA 90505
Preparer: John W Anderson
Phone: 4242471920

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Torrance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	90095
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1250000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	153610
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	153610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	3979822
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	5076212
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1096390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	3979822
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1250000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1096390
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	5076212
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3979822
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	794985
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	8207515
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	5557500
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	9002500
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	5557500
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	9397015
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	1	4368000
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	6844
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Attorney
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	6844
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	6844
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1469974
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Escrow Holding Account
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1459211
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1459211
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	67048
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Prior Year Adjustment (Trust Bank Account)
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	241
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	1038107
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Misc Adminstrative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	241
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	1038107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	241
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1038107
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	2344
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	2344
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	2344
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	29949
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Prior Year Adjustment (Grey Wolf Bank Account)
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	36605
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Security Deposits and Prepaid Rent
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	15286
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt	0	2650000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt	0	MB Investments Group LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	20030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	20030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Trustee Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	20030
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	100
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	2174
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	2	2400
TaxesSchedule/TaxesDetail/Amt	0	100
TaxesSchedule/TaxesDetail/Amt	1	2174
TaxesSchedule/TaxesDetail/Amt	2	2400
TaxesSchedule/TaxesDetail/CategoryTxt	0	CA Tax (2023)
TaxesSchedule/TaxesDetail/CategoryTxt	1	Federal Tax (2023)
TaxesSchedule/TaxesDetail/CategoryTxt	2	Federal Tax (2024)
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	2174
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	2400
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	James Wellbaum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-09-19
ReturnHeader/DisasterReliefTxt	0	LA County Wildfires Disaster Relief
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	David Poiry Charitable TR DTD 6-27-2002
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	936625551
ReturnHeader/Filer/PhoneNum	0	3103706000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3625 Del Amo Blvd 350
ReturnHeader/Filer/USAddress/CityNm	0	Torrance
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	954892107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	The Anderson Company CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	23001 Hawthorne Blvd Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Torrance
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	90505
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4242471920
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	John W Anderson
ReturnHeader/ReturnTs	0	2025-09-19T15:00:42-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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