Civic Intelligence

The Confidence Foundation

990PF • Fiscal year 2018 • EIN 95-3500483

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

Organization Profile
625 Fair Oaks Avenue 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

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

1.35x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

1st percentile

-201%

Higher net margin than 1% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

45th percentile

1.8%

Faster asset growth than 45% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2015 to 2018

Revenue Growth

5th percentile

-44%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$62,149,653

Up $3,179,578 (+5.4%) from 2015

Net Assets

$59,804,706

No earlier filing loaded for comparison.

Liabilities

Up

$2,344,947

Up $1,207,145 (+106%) from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin1st percentile

Revenue

Down

$1,731,462

Down $8,177,116 (-83%) from 2015

Expenses

Up

$5,211,917

Up $1,564,864 (+43%) from 2015

Net Income

Down

-$3,480,455

Down $9,741,980 (-156%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$150M$100M$50M$0Assets 2011: $47,240,095Liabilities 2011: $320,8432011Assets 2012: $51,003,888Liabilities 2012: $475,9452012Assets 2013: $60,790,797Liabilities 2013: $1,816,0902013Assets 2014: $62,756,759Liabilities 2014: $1,208,8652014Assets 2015: $58,970,075Liabilities 2015: $1,137,8022015Assets 2018: $62,149,653Liabilities 2018: $2,344,947Net Assets 2018: $59,804,7062018Assets 2019: $76,121,500Liabilities 2019: $1,638,730Net Assets 2019: $74,482,7702019Assets 2020: $87,277,880Liabilities 2020: $1,277,048Net Assets 2020: $86,000,8322020Assets 2021: $103,686,797Liabilities 2021: $1,647,107Net Assets 2021: $102,039,6902021Assets 2022: $77,182,016Liabilities 2022: $726,880Net Assets 2022: $76,455,1362022Assets 2023: $93,173,301Liabilities 2023: $1,086,706Net Assets 2023: $92,086,5952023Assets 2024: $106,505,352Liabilities 2024: $1,218,562Net Assets 2024: $105,286,7902024

Highlighted filing

2018

Assets$62,149,653
Liabilities$2,344,947
Net Assets$59,804,706
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,262,768Expenses 2011: $2,246,913Net Income 2011: $15,8552011Revenue 2012: $2,890,328Expenses 2012: $2,435,339Net Income 2012: $454,9892012Revenue 2013: $3,326,282Expenses 2013: $2,957,435Net Income 2013: $368,8472013Revenue 2014: $2,970,672Expenses 2014: $2,034,934Net Income 2014: $935,7382014Revenue 2015: $9,908,578Expenses 2015: $3,647,053Net Income 2015: $6,261,5252015Revenue 2018: $1,731,462Expenses 2018: $5,211,917Net Income 2018: -$3,480,4552018Revenue 2019: $880,510Expenses 2019: $2,158,176Net Income 2019: -$1,277,6662019Revenue 2020: $1,579,493Expenses 2020: $3,627,021Net Income 2020: -$2,047,5282020Revenue 2021: $1,979,654Expenses 2021: $4,554,437Net Income 2021: -$2,574,7832021Revenue 2022: $2,387,989Expenses 2022: $5,003,858Net Income 2022: -$2,615,8692022Revenue 2023: $2,385,517Expenses 2023: $4,967,187Net Income 2023: -$2,581,6702023Revenue 2024: $6,356,886Expenses 2024: $5,326,590Net Income 2024: $1,030,2962024

Highlighted filing

2018

Revenue$1,731,462
Expenses$5,211,917
Net Income-$3,480,455
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 Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA J BLINKENBERGVice President/Director-$0--
ARLO G SORENSENDirector-$0--
MICHAEL J CASEYVice President/Director-$0--
CHEYENNA L WHITTIERPresident/Director-$0--
KIMBERLY A WHITTIERDirector-$0--
JULIE L NESBITSecretary-$0--
DAVID A DAHLCFO/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Confidence Foundation
EIN
95-3500483
In Care Of
% WHITTIER TRUST COMPANY
Phone
6264415188
Address
625 FAIR OAKS AVENUE SUITE 360, SOUTH PASADENA, CA 91030

Signing Officer

Name
Julie L Nesbit
Title
Secretary
Phone
6264415188
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
Phone
8053748555
Raw XML AppendixShowing 400 of 2,188 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
AccountingFeesSchedule/AccountingFeesDetail/Amt016901
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt012676
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04225
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0CARLYLE GLOBAL PARTNERS LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt007/31/2018
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0150000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0150000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02018-02-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO SUPPORT THE MARCH 2018 CARLYLE PHILANTHROPY SUMMIT IN WASHINGTON D.C.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0VERIFICATION CONFIRMED THAT $150,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt01 CHASE ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0SCARSDALE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0NY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd010583
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02018-07-31
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 1, PART I, LINE 4 IRC SECTION 171(C)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ELECTION TO AMORTIZE BOND PREMIUM
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE CONFIDENCE FOUNDATION HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A).
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS - SEE ATTACHED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ACCRUED PURCHASED INTEREST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2DOUBLELINE INCOME SOLUTIONS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3SPDR SERIES TRUST BRCLYS CAP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4DOUBLELINE FUNDS TR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5ING GROEP N V DEB 6.000%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6JPMORGAN CHASE & CO PRFD 4.625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7WELLS FARGO CO NEW PRFD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt04404709
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12666
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt345386
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt495479
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt524285
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt646607
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt749687
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04404709
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12666
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt345386
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt495479
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt524285
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt646607
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt749687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0367744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16051576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26103769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4143531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt630134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt748769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt866062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt951660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1036152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1138517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12895617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13357868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141342070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15242761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1635017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1872906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0367744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16051576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26103769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4143531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt630134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt748769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt866062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt951660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1036152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1138517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12895617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13357868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141342070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15242761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1635017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1872906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MIDCAP SPDR TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1US LARGE CAP EQ - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2US LARGE CAP EQ - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3NON-US EQUITIES - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD FTSE ALL WORLD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5WISDOMTREE TR EUROPE SMCP DV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BAIDU INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CITIGROUP INC DEP SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8US MID CAP EQ - SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9B RILEY FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ENERGY TRANSFER OPERATING LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD EMERGING MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES EM MKTS DIV ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SPDR TR S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DIAMONDS TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MORGAN STANLEY DEP SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FIRST SOLAR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18WELLS FARGO CO NEW
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0390655
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0390655
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01946381
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01946381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0249352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13538149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25570451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt362987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt426822188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt792433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WHITTIER VALUE FUND A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WHITTIER INT'L FUND A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WHITTIER SMALL CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BELRIDGE US EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4WHITTIER CORPORATE AMERICA FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5HERSHISER INCOME FUND IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MULTIVERSE INVEST. FUND I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GREATPOINT VENTURES INN. FD II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0249352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13538149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25570451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt362987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt426822188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt792433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0585195
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01106434
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NET INCOME FROM PARTNERSHIPS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt037944
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt01889
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01729573
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01889
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01731462
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012676
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016901
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01385295
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03081500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04544231
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0585195
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0585195
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3480455
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08554548
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01106434
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02127421
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02331
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07343
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0309685
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt039833
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0448936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0148480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0593920
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0105
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt043366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03551704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0152754
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05211917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02280175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01731462
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0470204
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0152754
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0667686
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06156
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0795352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15054919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21234708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt384274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-15484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1504764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-9525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3315726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-15484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1504764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-9525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3315726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0779868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15559683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21225183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BELRIDGE US EQUITY FUND I, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WHITTIER VALUE FUND A, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01385295
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3480455
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04719059
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt064523765
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt068004220
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt059804706
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03362431
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03362431
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03362431
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0147
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03383852
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021274
IRS990PF/DistributableAmountGrp/TotalTaxAmt021421
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt019425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt040699
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt019425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040699
IRS990PF/FMVAssetsEOYAmt062149653
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09980
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt072082
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt072082
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05407178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04668819
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04668819
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt018425727
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015901023
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015901023
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0591749
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt02054479
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt095534
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt074066
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt074066
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt041145924
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt037335560
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt037335560
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0407230
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0290468
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt023338
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt020114
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt020114
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0718376
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01740953
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01740953
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt069003199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt062149653
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt062149653
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0998979
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02344947
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt069003199
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt062149653
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt068004220
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt059804706
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt068004220
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt059804706
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03177142
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02337036
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02337036
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt068707648
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0847837
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt067762965
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01030615
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt096846
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03383852
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt067677033
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt068707648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WHITTIER TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0593920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PHILANTHROPIC SVCS.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd091030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LINDA J BLINKENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ARLO G SORENSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL J CASEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHEYENNA L WHITTIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4KIMBERLY A WHITTIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JULIE L NESBIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DAVID A DAHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0vice PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6CFO/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5625 FAIR OAKS AVENUE SUITE 360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6625 FAIR OAKS AVENUE SUITE 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/CityNm4SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SOUTH PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SOUTH 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/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd491030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd591030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd691030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03248024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03269298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02979237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02752892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03317232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02504576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02728125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt021274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt067677033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt064097513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt057806657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt060378727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt060499587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt055085295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03551704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239965
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03530430
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03551704
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt021274
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03551704
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$62,149,653
Liabilities
$2,344,947
Net assets
$59,804,706
Revenue
$1,731,462
Expenses
$5,211,917
Net income
-$3,480,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$107$1.22$105$6.36$5.33$1.03
2023Detailed filing. Detailed filing data is available for this year.$93.2$1.09$92.1$2.39$4.97$2.58
2022Detailed filing. Detailed filing data is available for this year.$77.2$0.73$76.5$2.39$5.00$2.62
2021Detailed filing. Detailed filing data is available for this year.$104$1.65$102$1.98$4.55$2.57
2020Detailed filing. Detailed filing data is available for this year.$87.3$1.28$86.0$1.58$3.63$2.05
2019Detailed filing. Detailed filing data is available for this year.$76.1$1.64$74.5$0.88$2.16$1.28
2018Detailed filing. Detailed filing data is available for this year.$62.1$2.34$59.8$1.73$5.21$3.48
2015Summary only. Only limited summary data is available for this year.$59.0$1.14$9.91$3.65$6.26
2014Summary only. Only limited summary data is available for this year.$62.8$1.21$2.97$2.03$0.94
2013Summary only. Only limited summary data is available for this year.$60.8$1.82$3.33$2.96$0.37
2012Summary only. Only limited summary data is available for this year.$51.0$0.48$2.89$2.44$0.45
2011Summary only. Only limited summary data is available for this year.$47.2$0.32$2.26$2.25$0.02