Civic Intelligence

Helen E Danner Trust C/O Bank of Stockton Trustee

990 • Fiscal year 2024 • EIN 94-6244818

Nov 01, 2023 to Oct 31, 2024 • Filed on Mar 28, 2025

Organization ProfileN/A
555 W Benjamin Holt Drive Bldg AStockton, CA 95207-3888

(209) 929-1500

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$14,198

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

62nd percentile

9.4%

Faster asset growth than 62% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

62%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$917,310

Up $78,850 (+9.4%) from 2023

Net Assets

Up

$917,310

Up $78,850 (+9.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin95th percentile

Revenue

Up

$114,962

Up $44,056 (+62%) from 2023

Expenses

Up

$35,475

Up $6,074 (+21%) from 2023

Net Income

Up

$79,487

Up $37,982 (+92%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$1.0M$500K$0Assets 2011: $697,868Liabilities 2011: $0Net Assets 2011: $697,8682011Assets 2012: $681,395Liabilities 2012: $0Net Assets 2012: $681,3952012Assets 2013: $709,359Liabilities 2013: $0Net Assets 2013: $709,3592013Assets 2014: $709,818Liabilities 2014: $0Net Assets 2014: $709,8182014Assets 2015: $704,994Liabilities 2015: $0Net Assets 2015: $704,9942015Assets 2016: $685,627Liabilities 2016: $0Net Assets 2016: $685,6272016Assets 2017: $752,757Liabilities 2017: $0Net Assets 2017: $752,7572017Assets 2018: $769,848Liabilities 2018: $0Net Assets 2018: $769,8482018Assets 2019: $762,053Liabilities 2019: $0Net Assets 2019: $762,0532019Assets 2020: $740,586Liabilities 2020: $0Net Assets 2020: $740,5862020Assets 2021: $809,511Liabilities 2021: $0Net Assets 2021: $809,5112021Assets 2022: $797,714Liabilities 2022: $0Net Assets 2022: $797,7142022Assets 2023: $838,460Liabilities 2023: $0Net Assets 2023: $838,4602023Assets 2024: $917,310Liabilities 2024: $0Net Assets 2024: $917,3102024Assets 2025: $936,360Liabilities 2025: $0Net Assets 2025: $936,3602025

Highlighted filing

2024

Assets$917,310
Liabilities$0
Net Assets$917,310
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $26,474Expenses 2011: $33,372Net Income 2011: -$6,8982011Revenue 2012: $17,308Expenses 2012: $33,781Net Income 2012: -$16,4732012Revenue 2013: $63,206Expenses 2013: $35,242Net Income 2013: $27,9642013Revenue 2014: $38,726Expenses 2014: $38,267Net Income 2014: $4592014Revenue 2015: $34,739Expenses 2015: $39,563Net Income 2015: -$4,8242015Revenue 2016: $22,198Expenses 2016: $41,565Net Income 2016: -$19,3672016Revenue 2017: $110,576Expenses 2017: $43,446Net Income 2017: $67,1302017Revenue 2018: $61,940Expenses 2018: $44,849Net Income 2018: $17,0912018Revenue 2019: $37,154Expenses 2019: $44,949Net Income 2019: -$7,7952019Revenue 2020: $23,597Expenses 2020: $45,064Net Income 2020: -$21,4672020Revenue 2021: $117,903Expenses 2021: $48,978Net Income 2021: $68,9252021Revenue 2022: $24,009Expenses 2022: $35,806Net Income 2022: -$11,7972022Revenue 2023: $70,906Expenses 2023: $29,401Net Income 2023: $41,5052023Revenue 2024: $114,962Expenses 2024: $35,475Net Income 2024: $79,4872024Revenue 2025: $59,828Expenses 2025: $40,778Net Income 2025: $19,0502025

Highlighted filing

2024

Revenue$114,962
Expenses$35,475
Net Income$79,487
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Mar 28, 2025
Return Version
2023v6.0
Gross Receipts
$301,410
Mission and Program Overview

Mission

To provide scholarships for education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$838,460$917,310▲ $78,850
Investments Other Securities$811,874$884,347▲ $72,473
Cash and Non-Interest-Bearing Accounts$26,586$32,963▲ $6,377
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$838,460$917,310▲ $78,850
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$838,460$917,310▲ $78,850
Total Liabilities and Net Assets / Fund Balance$838,460$917,310▲ $78,850

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$884,347--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-Trustee (5)PT$14,198$14,198
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$114,962
Other Revenue
$0
Change in Net Assets
$79,487
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,000
Salaries, Compensation, and Employee Benefits$14,198
Other Expenses$1,277
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,000--$20,000
Current Officers, Directors, Trustees, and Key Employees-$14,198-$14,198
Fees for Services Accounting-$1,277-$1,277
Total Functional Expenses$20,000$15,475$0$35,475
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Joaquin Delta CollegeStockton, CA501(c)(3)See Form 990, Page 2, Part Iii for Details$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is available for review by the administrative committee. The assigned trust officer reviews the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 18

“The organization will make its form 990 available for public inspection upon request.”

Form 990, Part VI, Section C, Line 19

“These items are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Helen E Danner Trust
EIN
94-6244818
Phone
2099291500
Address
555 W BENJAMIN HOLT DRIVE BLDG A, STOCKTON, CA 95207-3888

Signing Officer

Name
Bank of Stockton
Title
Trustee
Phone
2099291500
Signed
2025-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bank of Stockton
Formed
1971
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Iacopi Lenz & Company
Address
3031 W MARCH LANE SUITE 300E, STOCKTON, CA 95219
Preparer
Adam J Souza
Phone
2099573691
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“OTHER ADJUSTMENT -637.”

Raw XML Appendix379 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS FOR EDUCATION
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF STOCKTON TRUST DEPARTMNT
IRS990/BooksInCareOfDetail/PhoneNum02099291500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 W BENJAMIN HOLT DRIVE BLDG A
IRS990/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0952073888
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt026586
IRS990/CashNonInterestBearingGrp/EOYAmt032963
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014198
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt014198
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt020000
IRS990/CYInvestmentIncomeAmt0114962
IRS990/CYOtherExpensesAmt01277
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt079487
IRS990/CYSalariesCompEmpBnftPaidAmt014198
IRS990/CYTotalExpensesAmt035475
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0114962
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANTS TO SAN JOAQUIN DELTA COLLEGE SCHOLARSHIP FUND
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt020000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01277
IRS990/FeesForServicesAccountingGrp/TotalAmt01277
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BANK OF STOCKTON
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt014198
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (5)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt080727
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0267175
IRS990/GrossReceiptsAmt0301410
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt034235
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034235
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0811874
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0884347
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0186448
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIPS FOR EDUCATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0838460
IRS990/NetAssetsOrFundBalancesEOYAmt0917310
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt080727
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt080727
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-637
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BANK OF STOCKTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt015000
IRS990/PYInvestmentIncomeAmt070906
IRS990/PYOtherExpensesAmt01275
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt041505
IRS990/PYSalariesCompEmpBnftPaidAmt013126
IRS990/PYTotalExpensesAmt029401
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt070906
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt079487
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0838460
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0917310
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt080727
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt043120
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt080727
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt043120
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt080727
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt043120
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt043120
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt036652
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt036652
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt036652
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt028149
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt036652
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt036652
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt034198
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt034198
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt015015
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt028126
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt023541
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt049213
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt034198
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt015015
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt051667
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt014198
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt034198
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt036652
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt093.300000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt020000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt034198
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0877885
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0818087
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt029775
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt035309
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0848110
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0782778
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt017141
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt013825
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0860744
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0804262
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt030126
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt028149
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0877885
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0818087
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt030126
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt028149
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941044400
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt020000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAN JOAQUIN DELTA COLLEGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt020000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0884347
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BANK OF STOCKTON SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0884347
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE FORM 990, PAGE 2, PART III FOR DETAILS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN JOAQUIN DELTA COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0941044400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05151 PACIFIC AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STOCKTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095207
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST WAS CREATED ON MAY 6, 1971, AT WHICH TIME THE ASSETS WERE DISTRIBUTED TO THE TRUST FROM THE ESTATE OF HELEN ELIZABETH DANNER. THE TRUSTEE HAS INVESTED THE TRUST'S ASSETS AND COLLECTED THE INCOME. THE TRUSTEE THEREFROM AND PERIODICALLY DISTRIBUTES THE TRUST'S NET INCOME DIRECTLY TO SAN JOAQUIN DELTA COLLEGE. SAN JOAQUIN DELTA COLLEGE, A PUBLIC INSTITUTION OF HIGHER LEARNING, IS ORGANIZED AND OPERATED UNDER THE LAWS OF THE STATE OF CALIFORNIA (CALIFORNIA EDUCATION CODE, SECTION 25450 46 SEQ). THE COLLEGE IN TURN SELECTS THE STUDENTS WHO ARE TO RECEIVE FINANCIAL AID AND ALLOCATES THE DISTRIBUTED FUNDS TO SUCH STUDENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS AVAILABLE FOR REVIEW BY THE ADMINISTRATIVE COMMITTEE. THE ASSIGNED TRUST OFFICER REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL MAKE ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE ITEMS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER ADJUSTMENT -637.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0838460
IRS990/TotalAssetsEOYAmt0917310
IRS990/TotalAssetsGrp/BOYAmt0838460
IRS990/TotalAssetsGrp/EOYAmt0917310
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015475
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020000
IRS990/TotalFunctionalExpensesGrp/TotalAmt035475
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0838460
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0917310
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020000
IRS990/TotalReportableCompFromOrgAmt014198
IRS990/TotalRevenueGrp/ExclusionAmt0114962
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114962
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0838460
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0917310
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0555 W BENJAMIN HOLT DR BLDG A
IRS990/USAddress/CityNm0STOCKTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0952073888
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF STOCKTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02099291500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN E DANNER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BANK OF STOCKTON TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0946244818
ReturnHeader/Filer/PhoneNum02099291500
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 W BENJAMIN HOLT DRIVE BLDG A
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0952073888
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942517281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IACOPI LENZ & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE SUITE 300E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099573691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM J SOUZA
ReturnHeader/ReturnTs02025-06-09T12:51:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$917,310
Liabilities
$0
Net assets
$917,310
Revenue
$114,962
Expenses
$35,475
Net income
$79,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$0.60$0.41$0.19
2024Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$1.15$0.35$0.79
2023Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.71$0.29$0.42
2022Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.24$0.36$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$1.18$0.49$0.69
2020Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.24$0.45$0.21
2019Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.37$0.45$0.08
2018Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.62$0.45$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$1.11$0.43$0.67
2016Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.22$0.42$0.19
2015Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.35$0.40$0.05
2014Summary only. Only limited summary data is available for this year.$7.10$0.00$7.10$0.39$0.38$0.00
2013Summary only. Only limited summary data is available for this year.$7.09$0.00$7.09$0.63$0.35$0.28
2012Summary only. Only limited summary data is available for this year.$6.81$0.00$6.81$0.17$0.34$0.16
2011Summary only. Only limited summary data is available for this year.$6.98$0.00$6.98$0.26$0.33$0.07