Civic Intelligence

Henry E & Lola Monroe Foundation

990PF • Fiscal year 2024 • EIN 95-3829818

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 03, 2024

Organization Profile
1224 Coast Village Circle 20Santa Barbara, CA 93108

(805) 969-4761

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-37%

Higher net margin than 12% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$30,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 29.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.0%

Faster asset growth than 25% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,232,366

Down $38,384 (-3.0%) from 2023

Net Assets

Down

$1,232,366

Down $38,384 (-3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin12th percentile

Revenue

Down

$103,566

Down $103,528 (-50%) from 2023

Expenses

Up

$141,950

Up $37,390 (+36%) from 2023

Net Income

Down

-$38,384

Down $140,918 (-137%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

2024

Assets$1,232,366
Liabilities$0
Net Assets$1,232,366
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

2024

Revenue$103,566
Expenses$141,950
Net Income-$38,384
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 3, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F ROBERT MILLERTrusteePT$30,000-$30,000
Filing and Contact Details

Filer

Filer Name
Henry E & Lola Monroe Foundation
EIN
95-3829818
Phone
8059694761
Address
1224 COAST VILLAGE CIRCLE 20, SANTA BARBARA, CA 93108

Signing Officer

Name
Robert Miller
Title
Trustee
Signed
2024-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Vance Thrift & Biller LLP CPAs
Address
290 Maple Ct Ste 175, Ventura, CA 93003
Preparer
Andrew W Gardner
Phone
8056486061
Raw XML AppendixShowing 400 of 427 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/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt034190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt428568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt528782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt652949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt713035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt817315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1015458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1123990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1349872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1421997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1527104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1620525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1717699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1817768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1933573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2025888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2135135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2233887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2332546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2426188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2528185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2624291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2729574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2830398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2931336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3037064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3130717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3232764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3333131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3414130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3562052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3638319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3737203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt381323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt079540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1125136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt265968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt337950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt429695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt527980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6115120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7140130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8223475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt931173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1019850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1153230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1251456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13115451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1458314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15315930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1630586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17110052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18109290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1999590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20115695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2160848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2270065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23136100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24178241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25157482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2617199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27169998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2843848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2991017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3055215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31128004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3294181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3339710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3420159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3546417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3637363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3742708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt383621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BANKAMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CHEVRONTEXACO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SIMON PPTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ABBVIE LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AMERICAN TOWER REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DUPONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24UNITED HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26A T & T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27COSTCO WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NUTRIEN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PROCORE TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SANDOZ GROUP
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05099
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035857
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt062610
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0103566
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0103566
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt067709
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035857
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt025500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt05099
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05099
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05099
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-38384
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt095198
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt062610
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt062610
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt062610
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035857
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt094513
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07022
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02653
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt067709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0132897
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0141950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0103566
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0103566
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032597
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09053
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01994-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt219478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt024121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt024121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt224825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0600 BRISTOL MYERS SQUIBB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250 DIAGEO PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2400 GENERAL MILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035857
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-38384
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01232366
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01270750
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01232366
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0159239
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0159239
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0159239
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0160553
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01314
IRS990PF/DistributableAmountGrp/TotalTaxAmt01314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01393
IRS990PF/FMVAssetsEOYAmt03508984
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01270750
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01232366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01034684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01071170
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03347787
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0600
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02680
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02680
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0235466
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0158516
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0158517
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01270750
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01232366
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03508984
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01270750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01232366
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01270750
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01232366
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03259960
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0196992
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03062968
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt048899
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0160553
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03211061
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03259960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt030000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0F ROBERT MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01224 COAST VILLAGE CIRCLE 20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093108
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0132897
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0132897
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/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
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT MILLER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08059694761
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CARPINTERIA CLUB CAPITAL IMPROVEMENTSAND REPAIRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1YOUTH EDUCATIONPROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHILD AND FAMILY BEREAVEMENT COUNSELING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3BIBLE FELLOWSHIP POST SECONDARY EDUCATION SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PERFORMING ARTS PROGRAMS FOR YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5YOUTH SCHOLARSHIP PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6YOUTH SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7AGRICULTURAL YOUTH PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PHIL HILL SCHOLARSHIPS FOR YOUTH TRAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CARPINTERIA BOYS GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SANTA BARBARA MARITIME MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HOSPICE OF SANTA BARABARA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3TRUE VINE BIBLE FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4GRANADA THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5LOMPOC TEEN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6UNITY SHOPPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7IRONSTONE CONCOURS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8PEBBLE BEACH CONSOURS COMPANY FOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04849 FOOTHILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1113 HARBOR WAY STE 190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22050 ALAMEDA PADRE SERRA STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3533 AVALON ST A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41214 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5533 AVALON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61207 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71894 SIX MILE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8200 CLOCK TOWER PLACE STE 205-A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARPINTERIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOMPOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOMPOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MURPHYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CARMEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393436
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593436
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd795247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd893923
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023575
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0109322
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0159239
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0132897
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0135664
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0109322
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0131
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2891
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2891
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt12653
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt075
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02653

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,232,366
Liabilities
$0
Net assets
$1,232,366
Revenue
$103,566
Expenses
$141,950
Net income
-$38,384
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