Civic Intelligence

Audrey Backus Charitable Tr 101196 363-146565

990 • Fiscal year 2020 • EIN 94-6702675

Oct 01, 2019 to Sep 30, 2020 • Filed on Apr 05, 2021

Organization ProfileN/A
6325 S Rainbow Blvd 3rd FloorLas Vegas, NV 89118

(213) 688-3734

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

23rd percentile

$99,889

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

54th percentile

8.3%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

205%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$16,664,117

Up $1,284,211 (+8.3%) from 2019

Net Assets

Up

$16,664,117

Up $1,284,211 (+8.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin89th percentile

Revenue

Up

$2,719,451

Up $1,827,066 (+205%) from 2019

Expenses

Down

$1,518,219

Down $76,209 (-4.8%) from 2019

Net Income

Up

$1,201,232

Up $1,903,275 (+271%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$16,664,117
Liabilities$0
Net Assets$16,664,117
Open 2020 Filing

Operations Trend

Revenue Growth97th 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

2020

Revenue$2,719,451
Expenses$1,518,219
Net Income$1,201,232
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Apr 5, 2021
Return Version
2019v5.0
Gross Receipts
$5,505,109
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
Rtn Earn Endowment Incm Other Fnds$15,379,906$16,664,117▲ $1,284,211
Investments in Publicly Traded Securities$15,312,059$15,892,599▲ $580,540
Savings and Temporary Cash Investments$189,797$836,268▲ $646,471
Cash and Non-Interest-Bearing Accounts-$0-
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-$0-
Investments Other Securities$-121,950$-64,750▲ $57,200
Total Assets$15,379,906$16,664,117▲ $1,284,211
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,379,906$16,664,117▲ $1,284,211
Total Liabilities and Net Assets / Fund Balance$15,379,906$16,664,117▲ $1,284,211

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$15,885,357-▲ $2,719,555-$17,086,588
2018$16,587,400-▲ $892,385-$15,885,357
2017$18,662,066-▲ $1,052,722-$16,587,400
2016$14,099,748-▲ $6,300,482-$18,662,066
2015$14,935,426-▲ $594,514-$14,099,748
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleBaseTotal
Wells Fargo BankTrustee$99,889$99,889
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,154,519
Other Revenue
$1,564,932
Change in Net Assets
$1,201,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,371,181
Salaries, Compensation, and Employee Benefits$99,889
Other Expenses$47,149
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,371,181--$1,371,181
Current Officers, Directors, Trustees, and Key Employees-$99,889-$99,889
Fees for Service Investment Mgmnt Fees-$33,296-$33,296
Fees for Services Accounting-$5,300-$5,300
Royalties-$50-$50
Other Expenses-$10-$10
Total Functional Expenses$1,371,181$147,038$0$1,518,219
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Community FoundatiLos Angeles, CA501(c)3Support$1,371,181
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
Yes
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
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 an investment in a limited partnership prior to the current year and still has such investment 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
6325 S Rainbow Blvd 3rd Floor, Las Vegas, NV 89118

Signing Officer

Name
Stacey Ashton
Title
Vice President
Signed
2021-04-05
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
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Book/Tax Difference from Partnership K-1 = $82979”

Raw XML AppendixShowing 400 of 462 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
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0707732
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0165008
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt01518324
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0975600
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0165008
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0975600
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0975600
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0165008
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0147143
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0707732
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01371181
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt01518324
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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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/CurrentYearAmt021062528
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt020220927
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt01002
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt021061526
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt020220927
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt021062528
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt020220927
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0737188
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0707732
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt021062528
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt020220927
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0737188
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0707732
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0953510055
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01371181
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CALIFORNIA COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01371181
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0147143
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt015885357
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt017086588
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01371181
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02719555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0144990
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt016587400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt015885357
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01449438
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0892385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01590412
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt018662066
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt016587400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01536976
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01052722
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0261364
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014099748
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt018662066
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01476800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06300482
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0206187
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014935426
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014099748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01224005
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0594514
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01371181
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 AN INVESTMENT IN A LIMITED PARTNERSHIP PRIOR TO THE CURRENT YEAR AND STILL HAS SUCH INVESTMENT 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/ExplanationTxt4Book/Tax Difference from Partnership K-1 = $82979
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt015379906
IRS990/TotalAssetsEOYAmt016664117
IRS990/TotalAssetsGrp/BOYAmt015379906

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,664,117
Liabilities
$0
Net assets
$16,664,117
Revenue
$2,719,451
Expenses
$1,518,219
Net income
$1,201,232
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