Civic Intelligence

Audrey Backus Charitable Tr 101196 363-146565

990 • Fiscal year 2016 • EIN 94-6702675

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 13, 2017

Organization ProfileN/A
1 W 4th Street MAC D4000-041WinstonSalem, NC 27101

(213) 688-3734

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

2nd percentile

-136%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

16th percentile

-5.6%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$14,099,748

Down $835,678 (-5.6%) from 2015

Net Assets

Down

$14,099,748

Down $835,678 (-5.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin2nd percentile

Revenue

Down

$604,736

Down $2,159,542 (-78%) from 2015

Expenses

Down

$1,430,192

Down $174,087 (-11%) from 2015

Net Income

Down

-$825,456

Down $1,985,455 (-171%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $14,614,871Liabilities 2011: $0Net Assets 2011: $14,614,8712011Assets 2012: $14,465,349Liabilities 2012: $0Net Assets 2012: $14,465,3492012Assets 2013: $13,958,323Liabilities 2013: $0Net Assets 2013: $13,958,3232013Assets 2014: $13,695,173Liabilities 2014: $0Net Assets 2014: $13,695,1732014Assets 2015: $14,935,426Liabilities 2015: $0Net Assets 2015: $14,935,4262015Assets 2016: $14,099,748Liabilities 2016: $0Net Assets 2016: $14,099,7482016Assets 2017: $18,662,066Liabilities 2017: $0Net Assets 2017: $18,662,0662017Assets 2018: $17,127,625Liabilities 2018: $547,378Net Assets 2018: $16,580,2472018Assets 2019: $15,379,906Liabilities 2019: $0Net Assets 2019: $15,379,9062019Assets 2020: $16,664,117Liabilities 2020: $0Net Assets 2020: $16,664,1172020Assets 2021: $19,283,815Liabilities 2021: $0Net Assets 2021: $19,283,8152021Assets 2022: $19,426,362Liabilities 2022: $0Net Assets 2022: $19,426,3622022Assets 2023: $18,805,037Liabilities 2023: $0Net Assets 2023: $18,805,0372023Assets 2024: $17,908,662Liabilities 2024: $0Net Assets 2024: $17,908,6622024Assets 2025: $18,392,380Liabilities 2025: $0Net Assets 2025: $18,392,3802025

Highlighted filing

2016

Assets$14,099,748
Liabilities$0
Net Assets$14,099,748
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,641,837Expenses 2011: $1,457,132Net Income 2011: $184,7052011Revenue 2012: $1,171,838Expenses 2012: $1,300,908Net Income 2012: -$129,0702012Revenue 2013: $967,242Expenses 2013: $1,482,017Net Income 2013: -$514,7752013Revenue 2014: $1,169,646Expenses 2014: $1,530,258Net Income 2014: -$360,6122014Revenue 2015: $2,764,278Expenses 2015: $1,604,279Net Income 2015: $1,159,9992015Revenue 2016: $604,736Expenses 2016: $1,430,192Net Income 2016: -$825,4562016Revenue 2017: $6,294,649Expenses 2017: $1,738,164Net Income 2017: $4,556,4852017Revenue 2018: $1,052,722Expenses 2018: $3,127,388Net Income 2018: -$2,074,6662018Revenue 2019: $892,385Expenses 2019: $1,594,428Net Income 2019: -$702,0432019Revenue 2020: $2,719,451Expenses 2020: $1,518,219Net Income 2020: $1,201,2322020Revenue 2021: $4,186,587Expenses 2021: $1,583,743Net Income 2021: $2,602,8442021Revenue 2022: $1,993,014Expenses 2022: $1,854,112Net Income 2022: $138,9022022Revenue 2023: $881,889Expenses 2023: $1,489,017Net Income 2023: -$607,1282023Revenue 2024: $647,991Expenses 2024: $1,554,051Net Income 2024: -$906,0602024Revenue 2025: $2,270,422Expenses 2025: $1,775,591Net Income 2025: $494,8312025

Highlighted filing

2016

Revenue$604,736
Expenses$1,430,192
Net Income-$825,456
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$3,845,201
Mission and Program Overview

Mission

To manage investments that will support the california community foundation which is the sole beneficiary as required by the trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,784,253$14,221,117▲ $436,864
Rtn Earn Endowment Incm Other Fnds$14,935,426$14,099,748▼ $835,678
Savings and Temporary Cash Investments$316,651$4,890,233▲ $4,573,582
Cash and Non-Interest-Bearing Accounts$1,281$1,044▼ $237
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Investments Other Securities$833,241$-5,012,646▼ $5,845,887
Total Assets$14,935,426$14,099,748▼ $835,678
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,935,426$14,099,748▼ $835,678
Total Liabilities and Net Assets / Fund Balance$14,935,426$14,099,748▼ $835,678

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$14,935,426-▲ $594,514-$14,099,748
2014$13,695,173-▲ $2,844,532-$14,935,426
2013$13,958,323-▲ $1,267,058-$13,695,173
2012$14,465,349-▲ $974,942-$13,958,323
2011$14,614,871-▲ $1,151,386-$14,465,349
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Wells Fargo BankTrustee$102,953$102,953
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$230,807
Other Revenue
$373,929
Change in Net Assets
$-825,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,224,005
Other Expenses$103,234
Salaries, Compensation, and Employee Benefits$102,953
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,224,005--$1,224,005
Current Officers, Directors, Trustees, and Key Employees-$102,953-$102,953
Fees for Service Investment Mgmnt Fees-$34,317-$34,317
Fees for Services Legal-$15,697-$15,697
Fees for Services Accounting-$5,300-$5,300
Fees for Services Other-$237-$237
Other Expenses-$10-$10
Total Functional Expenses$1,224,005$206,187$0$1,430,192
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Community FoundatiLos Angeles, CA501 (c)3Support$1,224,005
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the form 990 is provided to the tax department of wells fargo bank as well as to the primary bank representative who interacts with the sole beneficiary, the california community foundation.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Written policies regarding whistleblowers, document retention and document destruction are governed by the same policies used by wells fargo bank, which is the sole trustee.wells fargo bank has written policies that evaluate the participation in joint venture arrangements under applicable federal tax law to safeguard the trust's exempt status with respect to such arrangements. The trust has made investments in two limited partnerships prior to the current year and still has such investments as of the end of the current year.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“The attorney general of california posts form 990 on its website for all california reporting charitable trusts.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents and annual reports are provided to the sole beneficiary on a regular basis.”

Filing and Contact Details

Filer

Filer Name
Audrey Backus Charitable Trust
EIN
94-6702675
Phone
2136883734
Address
1 W 4th Street MAC D4000-041, WinstonSalem, NC 27101

Signing Officer

Name
Stacey Ashton
Title
Vice President
Signed
2017-02-13
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Annjeannette L Savage CPA
Address
4411 Los Feliz Blvd, Los Angeles, CA 90027
Preparer
Annjeannette L Savage
Phone
8186353193
Raw XML AppendixShowing 400 of 510 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO MANAGE INVESTMENTS THAT WILL SUPPORT THE CALIFORNIA COMMUNITY FOUNDATION WHICH IS THE SOLE BENEFICIARY AS REQUIRED BY THE TRUST.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Andrew Orr Wells Fargo Bank
IRS990/BooksInCareOfDetail/PhoneNum02136883734
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0707 WILSHIRE BLVD SUITE 5300
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090017
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01281
IRS990/CashNonInterestBearingGrp/EOYAmt01044
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0102953
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0102953
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01224005
IRS990/CYInvestmentIncomeAmt0230807
IRS990/CYOtherExpensesAmt0103234
IRS990/CYOtherRevenueAmt0373929
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-825456
IRS990/CYSalariesCompEmpBnftPaidAmt0102953
IRS990/CYTotalExpensesAmt01430192
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0604736
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0INVESTMENTS ARE MANAGED TO (1) GENERATE INCOME THROUGH RENTS, INTEREST, DIVIDENDS AND GAINS AND (2) INCREASE THE VALUE OF THE UNDERLYING SECURITIES AND PROPERTIES, ALL FOR THE BENEFIT OF THE SOLE BENEFICIARY, THE CALIFORNIA COMMUNITY FOUNDATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01224005
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05300
IRS990/FeesForServicesAccountingGrp/TotalAmt05300
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt015697
IRS990/FeesForServicesLegalGrp/TotalAmt015697
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0237
IRS990/FeesForServicesOtherGrp/TotalAmt0237
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt034317
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt034317
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0WELLS FARGO BANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0102953
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt010263
IRS990/GainOrLossGrp/SecuritiesAmt0-257764
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt01224005
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01224005
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01224005
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt010263
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02982701
IRS990/GrossReceiptsAmt03845201
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0478308
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0478308
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0833241
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0-5012646
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013784253
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014221117
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03240465
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO MANAGE INVESTMENTS THAT WILL SUPPORT THE CALIFORNIA COMMUNITY FOUNDATION WHICH IS THE SOLE BENEFICIARY AS REQUIRED BY THE TRUST.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt014935426
IRS990/NetAssetsOrFundBalancesEOYAmt014099748
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-257764
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-247501
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt010263
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0187596
IRS990/NetUnrlzdGainsLossesInvstAmt0-10222
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0UBTI Taxes Paid
IRS990/OtherExpensesGrp/Desc1Foreign Taxes Withheld on Div
IRS990/OtherExpensesGrp/Desc2Sustainable Woodlands Fund LP
IRS990/OtherExpensesGrp/Desc3FTB filing fee
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17322
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt251
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt310
IRS990/OtherExpensesGrp/TotalAmt040300
IRS990/OtherExpensesGrp/TotalAmt17322
IRS990/OtherExpensesGrp/TotalAmt251
IRS990/OtherExpensesGrp/TotalAmt310
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/BusinessCd0531190
IRS990/OtherRevenueMiscGrp/BusinessCd1111000
IRS990/OtherRevenueMiscGrp/Desc0LUCKY SEVEN LLP
IRS990/OtherRevenueMiscGrp/Desc1SUSTAINABLE WOODLANDS FND
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0388907
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-18463
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0388907
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1-18463
IRS990/OtherRevenueTotalAmt0370444
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0WELLS FARGO BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01385601
IRS990/PYInvestmentIncomeAmt02557365
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0106336
IRS990/PYOtherRevenueAmt0206913
IRS990/PYRevenuesLessExpensesAmt01159999
IRS990/PYSalariesCompEmpBnftPaidAmt0112342
IRS990/PYTotalExpensesAmt01604279
IRS990/PYTotalRevenueAmt02764278
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-825456
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0604736
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt03485
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt03485
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014935426
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014099748
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0316651
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04890233
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0862500
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt01240253
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0862500
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt01240253
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0206187
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0218627
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0656313
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt01021626
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt01021626
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0868382
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0868382
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0868382
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0711960
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0304547
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0868382
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0563835
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt01224005
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0919458
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0563835
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0919458
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0919458
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0563835
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0868382
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01224005
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt01224005
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OFFICERS OF WELLS FARGO BANK MEET REGULARLY WITH THE DIRECTORS OF THE CALIFORNIA COMMUNITY FOUNDATION AND REVIEW THE PROGRAMS THEY SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt019457460
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt020651497
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt02890
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt02096
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt019454570
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt020649401
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0309772
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt019457460
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt020341725
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0681011
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0711960
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt019457460
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt020651497
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0681011
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0711960
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0953510055
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01224005
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CALIFORNIA COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01224005
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0206187
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014935426
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014099748
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01224005
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0594514
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0218678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013695173
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014935426
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01385601
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02844532
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0202812
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt013958323
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013695173
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01327396
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01267058
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0210267
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014465349
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt013958323
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01271701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0974942
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0166969
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014614871
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014465349
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01133939
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01151386
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01224005
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0California Community Foundati
IRS990ScheduleI/RecipientTable/RecipientEIN0953510055
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0445 S FIGUEROA AV
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090071
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST DOES NOT MONITOR THE USE OF GRANT FUNDS GIVEN TO THE CALIFORNIA COMMUNITY FOUNDATION WHICH ITSELF IS A TAX EXEMPT ENTITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE TAX DEPARTMENT OF WELLS FARGO BANK AS WELL AS TO THE PRIMARY BANK REPRESENTATIVE WHO INTERACTS WITH THE SOLE BENEFICIARY, THE CALIFORNIA COMMUNITY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WRITTEN POLICIES REGARDING WHISTLEBLOWERS, DOCUMENT RETENTION AND DOCUMENT DESTRUCTION ARE GOVERNED BY THE SAME POLICIES USED BY WELLS FARGO BANK, WHICH IS THE SOLE TRUSTEE.WELLS FARGO BANK HAS WRITTEN POLICIES THAT EVALUATE THE PARTICIPATION IN JOINT VENTURE ARRANGEMENTS UNDER APPLICABLE FEDERAL TAX LAW TO SAFEGUARD THE TRUST'S EXEMPT STATUS WITH RESPECT TO SUCH ARRANGEMENTS. THE TRUST HAS MADE INVESTMENTS IN TWO LIMITED PARTNERSHIPS PRIOR TO THE CURRENT YEAR AND STILL HAS SUCH INVESTMENTS AS OF THE END OF THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ATTORNEY GENERAL OF CALIFORNIA POSTS FORM 990 ON ITS WEBSITE FOR ALL CALIFORNIA REPORTING CHARITABLE TRUSTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND ANNUAL REPORTS ARE PROVIDED TO THE SOLE BENEFICIARY ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,099,748
Liabilities
$0
Net assets
$14,099,748
Revenue
$604,736
Expenses
$1,430,192
Net income
-$825,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$2.27$1.78$0.49
2024Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.65$1.55$0.91
2023Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.88$1.49$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.00$19.4$1.99$1.85$0.14
2021Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$4.19$1.58$2.60
2020Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$2.72$1.52$1.20
2019Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.89$1.59$0.70
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.55$16.6$1.05$3.13$2.07
2017Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$6.29$1.74$4.56
2016Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.60$1.43$0.83
2015Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$2.76$1.60$1.16
2014Summary only. Only limited summary data is available for this year.$13.7$0.00$13.7$1.17$1.53$0.36
2013Summary only. Only limited summary data is available for this year.$14.0$0.00$14.0$0.97$1.48$0.51
2012Summary only. Only limited summary data is available for this year.$14.5$0.00$14.5$1.17$1.30$0.13
2011Summary only. Only limited summary data is available for this year.$14.6$0.00$14.6$1.64$1.46$0.18