Civic Intelligence

Neil & Amelia Mcdaniel Charitable Trust

990PF • Fiscal year 2018 • EIN 94-2450149

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

23rd percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.07x

Higher debt load relative to revenue than 40% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

2nd percentile

-225%

Higher net margin than 2% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

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.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

11th percentile

-9.3%

Faster asset growth than 11% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$7,973,889

Down $819,250 (-9.3%) from 2017

Net Assets

Down

$7,963,870

Down $818,213 (-9.3%) from 2017

Liabilities

Down

$10,019

Down $1,037 (-9.4%) from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin2nd percentile

Revenue

Down

$141,218

Down $208,938 (-60%) from 2017

Expenses

Up

$458,568

Up $25,514 (+5.9%) from 2017

Net Income

Down

-$317,350

Down $234,452 (-283%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2018

Assets$7,973,889
Liabilities$10,019
Net Assets$7,963,870
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$141,218
Expenses$458,568
Net Income-$317,350
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
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
2019-11-15
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 1,077 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/PropertyDesc8491 TEXAS INSTRUS INC
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IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt09959
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt014695
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt017994
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt014695
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt014695
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0844
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0786
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0786
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0309781
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0100558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0100558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06945572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06405584
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06438677
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0934586
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0923735
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0895314
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt085
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt060
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02448
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01969
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01969
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08782083
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07963870
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0282466
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0280168
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0280168
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08793139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07973889
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07978561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt011056
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt010019
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08793139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07973889
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08782083
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07963870
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0299448
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0246394
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0246394
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08152642
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0184838
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07967804
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0122290
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0401518
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08030352
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08152642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt00
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/AdjNetVlNoncharitableAssetsAmt0378591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0380027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0396817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0403970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0402094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0356601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0333878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08030352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08349474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07738909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08301389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08087270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07681424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0425429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.235723
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0423993
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0425429
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01436
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0425429
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/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0625 FAIR OAKS AVE SUITE 360
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTH PASADENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06264415188
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt913000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt187000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191000

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,973,889
Liabilities
$10,019
Net assets
$7,963,870
Revenue
$141,218
Expenses
$458,568
Net income
-$317,350
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