Civic Intelligence

Wood Glen Hall Endowment Trust

EIN 95-3647081 • 501(c)3 • Santa Barbara, CA

Profile

SUPPORT WOOD GLEN HALL

3010 Foothill RoadSanta Barbara, CA 93105

www.woodglenhall.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

407%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$7,259,790

Up $813,686 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,259,790

Up $813,686 (+13%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin98th percentile

Revenue

Up

$987,001

Up $792,356 (+407%) from 2023

Expenses

Up

$39,498

Up $1,912 (+5.1%) from 2023

Net Income

Up

$947,503

Up $790,444 (+503%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,172,926Liabilities 2010: $0Net Assets 2010: $3,172,9262010Assets 2011: $3,667,423Liabilities 2011: $0Net Assets 2011: $3,667,4232011Assets 2012: $3,701,344Liabilities 2012: $0Net Assets 2012: $3,701,3442012Assets 2013: $3,972,330Liabilities 2013: $0Net Assets 2013: $3,972,3302013Assets 2014: $4,521,294Liabilities 2014: $0Net Assets 2014: $4,521,2942014Assets 2015: $4,455,780Liabilities 2015: $0Net Assets 2015: $4,455,7802015Assets 2016: $4,282,996Liabilities 2016: $0Net Assets 2016: $4,282,9962016Assets 2017: $4,669,145Liabilities 2017: $0Net Assets 2017: $4,669,1452017Assets 2018: $4,933,532Liabilities 2018: $0Net Assets 2018: $4,933,5322018Assets 2019: $5,142,936Liabilities 2019: $0Net Assets 2019: $5,142,9362019Assets 2020: $4,948,895Liabilities 2020: $0Net Assets 2020: $4,948,8952020Assets 2021: $6,308,505Liabilities 2021: $0Net Assets 2021: $6,308,5052021Assets 2022: $5,931,619Liabilities 2022: $0Net Assets 2022: $5,931,6192022Assets 2023: $6,446,104Liabilities 2023: $0Net Assets 2023: $6,446,1042023Assets 2024: $7,259,790Liabilities 2024: $0Net Assets 2024: $7,259,7902024

Highlighted filing

2024

Assets$7,259,790
Liabilities$0
Net Assets$7,259,790
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $13,8672010Expenses 2011: $14,7922011Expenses 2012: $17,4382012Expenses 2013: $19,8872013Revenue 2014: $738,278Expenses 2014: $23,023Net Income 2014: $715,2552014Revenue 2015: $133,140Expenses 2015: $21,635Net Income 2015: $111,5052015Revenue 2016: -$9,354Expenses 2016: $20,166Net Income 2016: -$29,5202016Revenue 2017: $122,653Expenses 2017: $19,809Net Income 2017: $102,8442017Revenue 2018: $209,680Expenses 2018: $22,934Net Income 2018: $186,7462018Revenue 2019: $157,527Expenses 2019: $25,284Net Income 2019: $132,2432019Revenue 2020: -$93,941Expenses 2020: $29,927Net Income 2020: -$123,8682020Revenue 2021: $208,533Expenses 2021: $33,684Net Income 2021: $174,8492021Revenue 2022: $206,608Expenses 2022: $38,768Net Income 2022: $167,8402022Revenue 2023: $194,645Expenses 2023: $37,586Net Income 2023: $157,0592023Revenue 2024: $987,001Expenses 2024: $39,498Net Income 2024: $947,5032024

Highlighted filing

2024

Revenue$987,001
Expenses$39,498
Net Income$947,503
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,259,790
Liabilities
$0
Net assets
$7,259,790
Revenue
$987,001
Expenses
$39,498
Net income
$947,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.99$0.04$0.95
2023Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.19$0.04$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.21$0.04$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.21$0.03$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.09$0.03$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.16$0.03$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.21$0.02$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.12$0.02$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.01$0.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.13$0.02$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.74$0.02$0.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.00$3.97$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.00$3.70$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.00$3.67$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.00$3.17$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$987,001
Mission and Program Overview

Mission

SUPPORT WOOD GLEN HALL

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,234,007$6,793,009▲ $559,002
Savings and Temporary Cash Investments$212,097$466,781▲ $254,684
Total Assets$6,446,104$7,259,790▲ $813,686
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,193,003$7,006,689▲ $813,686
Net Assets With Donor Restrictions$253,101$253,101→ $0
Total Net Assets Fund Balance$6,446,104$7,259,790▲ $813,686
Total Liabilities and Net Assets / Fund Balance$6,446,104$7,259,790▲ $813,686

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,793,009--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$253,101---$253,101
2022$253,101---$253,101
2021$253,101---$253,101
2020$253,101---$253,101
2019$253,101---$253,101
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Carrie WanekTrustee
Charles CaldwellTrustee
Jeff LombardiTrustee
Karen KnightTrustee
Mary Jean VignoneTrustee
Melissa FassettTrustee
Timothy GambleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$987,001
Other Revenue
$0
Change in Net Assets
$947,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,498
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$39,498-$39,498
Total Functional Expenses$0$39,498$0$39,498
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed by management and final copy of form 990 is provided to all members of the finance committee before filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The policy is reviewed on an annual basis with all staff and executive board members.”

Form 990, Part VI, Section B, Line 15

“The trust has no employees and therefore no need for compensation policy.”

Form 990, Part VI, Section C, Line 19

“The audited financial statements and irs 990 are available upon written request during regular business hours at the organization's administrative headquarters.”

Filing and Contact Details

Filer

Filer Name
Wood Glen Hall Endowment Trust
EIN
95-3647081
Phone
8056877771
Address
3010 FOOTHILL ROAD, SANTA BARBARA, CA 93105

Signing Officer

Name
Timothy Gamble
Title
Trustee
Phone
8056877771
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Gamble
Formed
1959
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Mcgowan Guntermann
Address
200 E CARRILLO ST STE 300, SANTA BARBARA, CA 93101
Preparer
Chrisley N Reed CPA
Phone
8059629175
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2C

“There have been no changes in the audit process in the current year.”

Financial Statement Notes

PART V, LINE 4:

“The organization use of endowment funds is for the duration and preservation of the fund and to support wood glen hall, inc.”

PART X, LINE 2:

“The organization evaluates uncertain tax positions, whereby the effect of the uncertainty would be recorded if the outcome was considered probable and reasonably estimable. As of june 30, 2024, the organization had no uncertain tax positions requiring accrual. The organization files tax returns in california and u.s. Federal jurisdictions. The organization is no longer subject to u.s. Federal and state examinations by tax authorities for years ending before june 30, 2020, and june 30,2019, respectively.”

Raw XML Appendix372 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT WOOD GLEN HALL
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WOOD GLEN HALL INC
IRS990/BooksInCareOfDetail/PhoneNum08056877771
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03010 FOOTHILL RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093105
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0987001
IRS990/CYOtherExpensesAmt039498
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0947503
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt039498
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0987001
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HOUSING, CARE, ACTIVITY AND EDUCATION FOR THE ELDERLY AT WOOD GLEN HALL RETIREMENT COMMUNITY. NO ENDOWMENT FUNDS WERE REQUIRED TO BE USED THIS YEAR TO SUPPORT THE PROGRAM ACHIEVMENTS DUE TO SUFFICIENT OPERATING FUNDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0253101
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0253101
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt039498
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt039498
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0TIMOTHY GAMBLE
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY JEAN VIGNONE
IRS990/Form990PartVIISectionAGrp/PersonNm2MELISSA FASSETT
IRS990/Form990PartVIISectionAGrp/PersonNm3CARRIE WANEK
IRS990/Form990PartVIISectionAGrp/PersonNm4KAREN KNIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF LOMBARDI
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLES CALDWELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0783255
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0783255
IRS990/GrossReceiptsAmt0987001
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0203746
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0203746
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06234007
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06793009
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT WOOD GLEN HALL
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06446104
IRS990/NetAssetsOrFundBalancesEOYAmt07259790
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0783255
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0783255
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-133817
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06193003
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07006689
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TIMOTHY GAMBLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0194645
IRS990/PYOtherExpensesAmt037586
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0157059
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt037586
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0194645
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0947503
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0212097
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0466781
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951909389
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WOOD GLEN HALL INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0253101
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0253101
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0253101
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0253101
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0253101
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0253101
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0253101
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0253101
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0253101
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0253101
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06793009
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY AND FIXED INCOME SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USE OF ENDOWMENT FUNDS IS FOR THE DURATION AND PRESERVATION OF THE FUND AND TO SUPPORT WOOD GLEN HALL, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF JUNE 30, 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE ORGANIZATION FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDING BEFORE JUNE 30, 2020, AND JUNE 30,2019, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt06793009
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY MANAGEMENT AND FINAL COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE FINANCE COMMITTEE BEFORE FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS REVIEWED ON AN ANNUAL BASIS WITH ALL STAFF AND EXECUTIVE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST HAS NO EMPLOYEES AND THEREFORE NO NEED FOR COMPENSATION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDITED FINANCIAL STATEMENTS AND IRS 990 ARE AVAILABLE UPON WRITTEN REQUEST DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S ADMINISTRATIVE HEADQUARTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE HAVE BEEN NO CHANGES IN THE AUDIT PROCESS IN THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 12, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WOOD GLEN HALL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951909389
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE HOUSING AND CARE TO ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03010 FOOTHILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06446104
IRS990/TotalAssetsEOYAmt07259790
IRS990/TotalAssetsGrp/BOYAmt06446104
IRS990/TotalAssetsGrp/EOYAmt07259790
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039498
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt039498
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06446104
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07259790
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0987001
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0987001
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06446104
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07259790
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03010 FOOTHILL ROAD
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093105
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.WOODGLENHALL.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY GAMBLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08056877771
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOOD GLEN HALL ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0953647081
ReturnHeader/Filer/PhoneNum08056877771
ReturnHeader/Filer/USAddress/AddressLine1Txt03010 FOOTHILL ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953680171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGOWAN GUNTERMANN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E CARRILLO ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059629175
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISLEY N REED CPA
ReturnHeader/ReturnTs02025-05-15T16:06:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.