Civic Intelligence

Neil & Amelia Mcdaniel Charitable Trust

990PF • Fiscal year 2017 • EIN 94-2450149

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
625 Fair Oaks Ave Suite 360South Pasadena, CA 91030

(626) 441-5188

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

68th percentile

9.2%

Faster asset growth than 68% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

166%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,793,139

Up $739,978 (+9.2%) from 2016

Net Assets

Up

$8,782,083

Up $759,342 (+9.5%) from 2016

Liabilities

Down

$11,056

Down $19,364 (-64%) from 2016

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin13th percentile

Revenue

Up

$350,156

Up $218,759 (+166%) from 2016

Expenses

Up

$433,054

Up $9,987 (+2.4%) from 2016

Net Income

Up

-$82,898

Up $208,772 (+72%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,602,386Liabilities 2011: $02011Assets 2012: $6,551,435Liabilities 2012: $02012Assets 2013: $8,057,676Liabilities 2013: $48,2302013Assets 2014: $8,228,624Liabilities 2014: $45,1122014Assets 2015: $7,712,786Liabilities 2015: $44,7702015Assets 2016: $8,053,161Liabilities 2016: $30,420Net Assets 2016: $8,022,7412016Assets 2017: $8,793,139Liabilities 2017: $11,056Net Assets 2017: $8,782,0832017Assets 2018: $7,973,889Liabilities 2018: $10,019Net Assets 2018: $7,963,8702018Assets 2019: $9,475,518Liabilities 2019: $15,116Net Assets 2019: $9,460,4022019Assets 2020: $10,522,629Liabilities 2020: $28,921Net Assets 2020: $10,493,7082020Assets 2021: $12,038,454Liabilities 2021: $17,302Net Assets 2021: $12,021,1522021Assets 2022: $9,354,000Liabilities 2022: $10,797Net Assets 2022: $9,343,2032022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2017

Assets$8,793,139
Liabilities$11,056
Net Assets$8,782,083
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $3,073,556Expenses 2011: $307,235Net Income 2011: $2,766,3212011Revenue 2012: $288,478Expenses 2012: $339,429Net Income 2012: -$50,9512012Revenue 2013: $373,627Expenses 2013: $370,291Net Income 2013: $3,3362013Revenue 2014: $1,003,532Expenses 2014: $401,592Net Income 2014: $601,9402014Revenue 2015: $300,463Expenses 2015: $453,920Net Income 2015: -$153,4572015Revenue 2016: $131,397Expenses 2016: $423,067Net Income 2016: -$291,6702016Revenue 2017: $350,156Expenses 2017: $433,054Net Income 2017: -$82,8982017Revenue 2018: $141,218Expenses 2018: $458,568Net Income 2018: -$317,3502018Revenue 2019: $494,940Expenses 2019: $482,896Net Income 2019: $12,0442019Revenue 2020: $610,206Expenses 2020: $487,995Net Income 2020: $122,2112020Revenue 2021: $837,735Expenses 2021: $533,656Net Income 2021: $304,0792021Revenue 2022: $130,601Expenses 2022: $560,501Net Income 2022: -$429,9002022Revenue 2023: $724,257Expenses 2023: $2,443,337Net Income 2023: -$1,719,0802023

Highlighted filing

2017

Revenue$350,156
Expenses$433,054
Net Income-$82,898
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY FONTANETTASecretary-$0--
WILLIAM GAGEN JRTreasurer-$0--
MARIANNE GAGENVice President-$0--
JOANNE DALEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Neil & Amelia Mcdaniel Charitable Trust
EIN
94-2450149
Phone
6264415188
Address
625 FAIR OAKS AVE SUITE 360, SOUTH PASADENA, CA 91030

Signing Officer

Name
Joanne Dale
Title
Trustee
Phone
6264415188
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Buckley Patchen
Address
2890 N MAIN ST SUITE 200, WALNUT CREEK, CA 94597-2739
Preparer
Deborah Lyn Dreher
Phone
9259372727
Raw XML AppendixShowing 400 of 1,130 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/PropertyDesc10NOVARTIS A G SPON ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11TORONTO DOMINION BK ONT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12UNILEVER PLC SPON ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WELLS FARGO & CO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14WHOLE FOODS MKT INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16BUCKEYE PARTNERS LP - K1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0148334
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-82898
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0842240
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08782083
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08022741
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08782083
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0413298
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0413298
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0413298
IRS990PF/DistributableAmountGrp/IncomeTaxAmt01005
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0417474
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03171
IRS990PF/DistributableAmountGrp/TotalTaxAmt04176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05584
IRS990PF/FMVAssetsEOYAmt08793139
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt010040
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt010971
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt017994
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt014213
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt017994
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt017994
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0676
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0844
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0138419
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0309781
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0309781
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06559195
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06945572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06945572
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0875481
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0934586
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0934586
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt020380
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt085
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt07452
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02448
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02448
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08022741
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08782083
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0161140
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0282466
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0282466
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08053161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08793139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08793139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt030420
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt011056
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08053161
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08793139
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08022741
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08782083
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0296585
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0299448
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0299448
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08476623
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0174254
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08302369
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0127149
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0417474
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08349474
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08476623
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0127705
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PHILANTHROPIC SERVICES & IVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0625 FAIR OAKS AVE STE 260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd091030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ASHLEY FONTANETTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM GAGEN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARIANNE GAGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOANNE DALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0625 FAIR OAKS AVE STE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1625 FAIR OAKS AVE STE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2625 FAIR OAKS AVE STE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3625 FAIR OAKS AVE STE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0388835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0392006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0403970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0402094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0356601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0333878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0305434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08349474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07738909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08301389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08087270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07681424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06840140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0399988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.232850
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0396817
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0399988
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03171
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0399988
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd01
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,793,139
Liabilities
$11,056
Net assets
$8,782,083
Revenue
$350,156
Expenses
$433,054
Net income
-$82,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.72$2.44$1.72
2022Detailed filing. Detailed filing data is available for this year.$9.35$0.01$9.34$0.13$0.56$0.43
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.02$12.0$0.84$0.53$0.30
2020Detailed filing. Detailed filing data is available for this year.$10.5$0.03$10.5$0.61$0.49$0.12
2019Detailed filing. Detailed filing data is available for this year.$9.48$0.02$9.46$0.49$0.48$0.01
2018Detailed filing. Detailed filing data is available for this year.$7.97$0.01$7.96$0.14$0.46$0.32
2017Detailed filing. Detailed filing data is available for this year.$8.79$0.01$8.78$0.35$0.43$0.08
2016Detailed filing. Detailed filing data is available for this year.$8.05$0.03$8.02$0.13$0.42$0.29
2015Summary only. Only limited summary data is available for this year.$7.71$0.04$0.30$0.45$0.15
2014Summary only. Only limited summary data is available for this year.$8.23$0.05$1.00$0.40$0.60
2013Summary only. Only limited summary data is available for this year.$8.06$0.05$0.37$0.37$0.00
2012Summary only. Only limited summary data is available for this year.$6.55$0.00$0.29$0.34$0.05
2011Summary only. Only limited summary data is available for this year.$6.60$0.00$3.07$0.31$2.77