Civic Intelligence

Henry E & Lola Monroe Foundation

990PF • Fiscal year 2019 • EIN 95-3829818

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

1224 Coast Village CircleSanta Barbara, CA 93108

(805) 969-4761

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

2nd percentile

-270%

Higher net margin than 2% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$12,500

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

9th percentile

-11%

Faster asset growth than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,227,915

Down $159,332 (-11%) from 2018

Net Assets

Down

$1,227,915

Down $159,332 (-11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$59,006

Up $9,902 (+20%) from 2018

Expenses

Up

$218,338

Up $212,213 (+3465%) from 2018

Net Income

Down

-$159,332

Down $202,311 (-471%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,696,867Liabilities 2011: $02011Assets 2012: $2,813,762Liabilities 2012: $6402012Assets 2013: $2,075,484Liabilities 2013: $0Net Assets 2013: $2,075,4842013Assets 2014: $1,370,831Liabilities 2014: $0Net Assets 2014: $1,370,8312014Assets 2015: $1,365,578Liabilities 2015: $0Net Assets 2015: $1,365,5782015Assets 2016: $1,358,176Liabilities 2016: $0Net Assets 2016: $1,358,1762016Assets 2017: $1,344,268Liabilities 2017: $0Net Assets 2017: $1,344,2682017Assets 2018: $1,387,247Liabilities 2018: $0Net Assets 2018: $1,387,2472018Assets 2019: $1,227,915Liabilities 2019: $0Net Assets 2019: $1,227,9152019Assets 2020: $1,205,086Liabilities 2020: $0Net Assets 2020: $1,205,0862020Assets 2021: $1,149,239Liabilities 2021: $0Net Assets 2021: $1,149,2392021Assets 2022: $1,168,216Liabilities 2022: $0Net Assets 2022: $1,168,2162022Assets 2023: $1,270,750Liabilities 2023: $0Net Assets 2023: $1,270,7502023Assets 2024: $1,232,366Liabilities 2024: $0Net Assets 2024: $1,232,3662024Assets 2025: $1,115,989Liabilities 2025: $0Net Assets 2025: $1,115,9892025

Highlighted filing

2019

Assets$1,227,915
Liabilities$0
Net Assets$1,227,915

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $50,378Expenses 2011: $226,476Net Income 2011: -$176,0982011Revenue 2012: $193,911Expenses 2012: $1,077,656Net Income 2012: -$883,7452012Expenses 2013: $1,058,7222013Revenue 2014: $366,928Expenses 2014: $1,071,581Net Income 2014: -$704,6532014Revenue 2015: $75,127Expenses 2015: $80,380Net Income 2015: -$5,2532015Revenue 2016: $54,095Expenses 2016: $61,497Net Income 2016: -$7,4022016Revenue 2017: $86,228Expenses 2017: $100,136Net Income 2017: -$13,9082017Revenue 2018: $49,104Expenses 2018: $6,125Net Income 2018: $42,9792018Revenue 2019: $59,006Expenses 2019: $218,338Net Income 2019: -$159,3322019Revenue 2020: $106,568Expenses 2020: $129,397Net Income 2020: -$22,8292020Revenue 2021: $72,513Expenses 2021: $128,360Net Income 2021: -$55,8472021Revenue 2022: $56,378Expenses 2022: $37,401Net Income 2022: $18,9772022Revenue 2023: $207,094Expenses 2023: $104,560Net Income 2023: $102,5342023Revenue 2024: $103,566Expenses 2024: $141,950Net Income 2024: -$38,3842024Revenue 2025: $122,268Expenses 2025: $238,645Net Income 2025: -$116,3772025

Highlighted filing

2019

Revenue$59,006
Expenses$218,338
Net Income-$159,332
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
F ROBERT MILLERTrustee-$12,500-$12,500
ARTHUR MILLERTrustee-$7,500-$7,500
Filing and Contact Details

Filer

Filer Name
Henry E & Lola Monroe Foundation
EIN
95-3829818
Phone
8059694761
Address
1224 COAST VILLAGE CIRCLE, SANTA BARBARA, CA 93108

Signing Officer

Name
Robert Miller
Title
Trustee
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Vance Thrift & Biller LLP CPAs
Address
181 South Ash Street, Ventura, CA 93001
Preparer
Andrew W Gardner
Phone
8056486061
Raw XML AppendixShowing 400 of 634 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01900
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt034190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt268017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt528568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt630369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt752949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt813035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt917315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1028602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1215458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1325313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1549872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1649138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1736661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1835416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1931137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2020525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2134087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2217699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2317768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2433573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2530768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2625888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2735135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2833887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2932546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3033671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3128185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3228883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3331745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3429574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3530398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3631336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3730381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3830717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3932764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4033131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt427446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4314130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt058000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2124440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt343860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt439940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt643320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt776630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8109062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt966980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1025860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1125230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1226200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1345655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1421816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1591791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1686670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17102225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1896981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1943080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2028527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2136764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2232427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2332484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2438035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2528080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2668279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2754976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2875447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2982232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30109805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31104130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3227335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3330159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3452852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3541784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3650310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3739060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3869222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3934164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4041699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt416205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4211237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4318738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BANKAMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CHEVRONTEXACO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SIMON PPTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JOHNSON CONTROLS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ABBVIE LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183 M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AMERICAN TOWER REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DUPONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ROCHE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32UNITED HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WALGREENS BOOTS ALLIANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35A T & T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36COSTCO WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NUTRIEN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ALCON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CORTEVA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DOW INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt053498
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05380
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0128
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt059006
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt059006
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt053626
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05380
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0187500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0187500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt053498
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt053498
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt053498
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-159332
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt075862
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05380
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt046194
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07991
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07991
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0912
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0947
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt053626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0205526
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0218338
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt059006
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt059006
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012812
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11996-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21996-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31996-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41994-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82000-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt535958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt68500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt78629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-12926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt714039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-12926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt714039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt49544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt523032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt722668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt810901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc062 ADIENT PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FR SH CORTEVA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FR SH DEPONT DE NEMOURS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FR SH DOW INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41000 GENERAL ELECTRIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200 MCKESSON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6500 NUANCE COMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7600 SALESFORCE.COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8250 SCHLUMBERGER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc95 WABTEC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05380
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-42
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-159332
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01227915
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01387247
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01227915
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0112394
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0112394
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0112394
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0113318
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0924
IRS990PF/DistributableAmountGrp/TotalTaxAmt0924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0924
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0365
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0568
IRS990PF/FMVAssetsEOYAmt02327512
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01387247
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01227915
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01263027
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01192964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02292561
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01480
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0568
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0568
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0122740
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt034383
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt034383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01387247
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01227915
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02327512
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01387247
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01227915
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01387247
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01227915
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02300876
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt078563
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02222313
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034513
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0113318
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02266363
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02300876
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0F ROBERT MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ARTHUR MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01224 COAST VILLAGE CIRCLE 20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11224 COAST VILLAGE CIRCLE 20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193108
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0275581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0276043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt087158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt054421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt063974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01050699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.121596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.00119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.02939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.49894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02266363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02196321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01957120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01852026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01885388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02105845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0205526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.607982
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0205526
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0205526
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0205526
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01224 COAST VILLAGE CIRCLE 20
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.12$0.24$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.21$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11$0.13$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$0.22$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.05$0.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.08$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.37$1.07$0.70
2013Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.06
2012Summary only. Only limited summary data is available for this year.$2.81$0.00$0.19$1.08$0.88
2011Summary only. Only limited summary data is available for this year.$3.70$0.00$0.05$0.23$0.18