Civic Intelligence

Smith-Welsh Foundation C/O Robert Welsh

990PF • Fiscal year 2022 • EIN 95-3958030

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 26, 2023

21600 Oxnard Street 2000Woodland Hills, CA 91367-4969

(818) 385-0585

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-414%

Higher net margin than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-9.7%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,739,698

Down $280,380 (-14%) from 2021

Net Assets

Down

$1,739,698

Down $280,380 (-14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$67,710

Down $7,296 (-9.7%) from 2021

Expenses

Down

$348,090

Down $60,656 (-15%) from 2021

Net Income

Up

-$280,380

Up $53,360 (+16%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,912,763Liabilities 2011: $12011Assets 2012: $1,957,192Liabilities 2012: $0Net Assets 2012: $1,957,1922012Assets 2013: $1,804,224Liabilities 2013: $0Net Assets 2013: $1,804,2242013Assets 2014: $1,784,514Liabilities 2014: $02014Assets 2015: $1,599,829Liabilities 2015: $0Net Assets 2015: $1,599,8292015Assets 2016: $1,646,708Liabilities 2016: $0Net Assets 2016: $1,646,7082016Assets 2017: $1,534,587Liabilities 2017: $0Net Assets 2017: $1,534,5872017Assets 2018: $1,450,985Liabilities 2018: $0Net Assets 2018: $1,450,9852018Assets 2019: $1,506,572Liabilities 2019: $0Net Assets 2019: $1,506,5722019Assets 2020: $2,353,818Liabilities 2020: $0Net Assets 2020: $2,353,8182020Assets 2021: $2,020,078Liabilities 2021: $0Net Assets 2021: $2,020,0782021Assets 2022: $1,739,698Liabilities 2022: $0Net Assets 2022: $1,739,6982022Assets 2023: $1,677,660Liabilities 2023: $0Net Assets 2023: $1,677,6602023Assets 2024: $1,655,640Liabilities 2024: $0Net Assets 2024: $1,655,6402024

Highlighted filing

2022

Assets$1,739,698
Liabilities$0
Net Assets$1,739,698

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $62,417Expenses 2011: $243,505Net Income 2011: -$181,0882011Expenses 2012: $203,7552012Revenue 2013: $107,858Expenses 2013: $260,826Net Income 2013: -$152,9682013Revenue 2014: $266,522Expenses 2014: $286,232Net Income 2014: -$19,7102014Revenue 2015: $136,584Expenses 2015: $321,269Net Income 2015: -$184,6852015Revenue 2016: $318,134Expenses 2016: $271,255Net Income 2016: $46,8792016Revenue 2017: $160,302Expenses 2017: $272,423Net Income 2017: -$112,1212017Revenue 2018: $176,262Expenses 2018: $259,864Net Income 2018: -$83,6022018Revenue 2019: $255,052Expenses 2019: $199,465Net Income 2019: $55,5872019Revenue 2020: $1,170,934Expenses 2020: $323,688Net Income 2020: $847,2462020Revenue 2021: $75,006Expenses 2021: $408,746Net Income 2021: -$333,7402021Revenue 2022: $67,710Expenses 2022: $348,090Net Income 2022: -$280,3802022Revenue 2023: $315,682Expenses 2023: $377,720Net Income 2023: -$62,0382023Revenue 2024: $413,513Expenses 2024: $435,533Net Income 2024: -$22,0202024

Highlighted filing

2022

Revenue$67,710
Expenses$348,090
Net Income-$280,380
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 26, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY WELSHPresident-$0--
PETER WELSHSecretary-$0--
ROBERT T WELSHChief Financial Officer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATURAL HISTORY MUSEUMPROVIDE FUNDS TO AID IN SUPPORTING THE MUSEUMPCLOS ANGELES, CA, US$25,000
Paid GrantSOUTH COAST BOTANIC GARDENTO HELP ENSURE A BRIGHT FUTURE FOR THE GARDEN, ENLIGHTENING SCHOOL CHILDREN, FAMILIES AND SENIORS WHO RELY ON AND VISIT THE 87 ACRES EVERY DAY.PCPALOS VERDES PENINSU, CA, US$25,000
Paid GrantWESTERN RIVERS CONSERVANCYPROVIDE FUNDS TO AID IN RIVER CONSERVATIONPCPORTLAND, OR, US$25,000
Paid GrantCONSERVATIVE ANGLERADVOCATES FOR WILD FISH AND FISHERIES, PROTECTING AND CONSERVING WILD STEELHEAD, SALMON, TROUT AND CHAR THROUGHOUT THEIR PACIFIC RANGE.PCEDMONDS, WA, US$15,000
Paid GrantSUN VALLEY MUSIC FESTIVALTO HELP ATTRACT THE BEST MUSICIANS FROM AROUND THE COUNTRY, AS WELL AS GUEST ARTISTS FROM AROUND THE WORLD, AND TO EXPAND INNOVATIVE PROGRAMMING - ACCESSIBLE TO ALL.PCSUN VALLEY, ID, US$15,000
Paid GrantCATALINA ISLAND MUSEUMDEDICATED TO THE ARTS, CULTURE AND HISTORY OF SANTA CATALINA ISLANDPCAVALON, CA, US$10,000
Paid GrantNATIVE FISH SOCIETYADVOCATES FOR THE RECOVERY OF WILD, NATIVE FISHPCOREGON CITY, OR, US$10,000
Paid GrantCABRILLO AQUARIUMMUSEUMPROVIDE SUPPORT AND RESOURCES TO INSPIRE EXPLORATION, RESPECT AND CONSERVATION OF SOUTHERN CALIFORNIA MARINE LIFE.PCSAN PEDRO, CA, US$10,000
Paid GrantPALOS VERDES ART CENTERPROVIDE FUNDS TO SUPPORT THE ARTSPCRANCHO PALOS VERDES, CA, US$10,000
Paid GrantCHILDREN'S HOSPITAL OF LAMAKE A DIFFERENCE IN A LIFE OF A CHILD BY PROVIDING HOPE FOR A HEALTHY FUTURE.PCLOS ANGELES, CA, US$10,000
Paid GrantIDAHO PUBLIC TELEVISIONHELP PROVIDE FREE, AWARD-WINNING PROGRAMS AND EDUCATIONAL SERVICES TO IDAHOANS AND INTO SIX SURROUNDIING STATES.PCBOISE, ID, US$10,000
Paid GrantBEACONHOUSEPROVIDE FUNDS TO REHAB CENTERPCSAN PEDRO, CA, US$5,000
Paid GrantBLIND CHILDREN'S CENTERPROVIDE FUNDS FOR AIDING BLIND CHILDRENPCLOS ANGELES, CA, US$5,000
Paid GrantDUCKS UNLIMITEDCONSERVATIONPCMEMPHIS, TN, US$5,000
Paid GrantLOS ANGELES SAILING FOUNDATIONTO SUPPORT THE SPORT OF SAILING AND TO PROMOTE THE STEWARDSHIP OF THE MARINE ENVIRONMENT.PCSAN PEDRO, CA, US$5,000
Paid GrantVOLUNTEER CENTER (SB)PROVIDE FUNDS TO SUPPORT COMMUNITY SERVICESPCTORRANCE, CA, US$5,000
Paid GrantLONG BEACH RESCUE MISSIONHELPING THE HOMELESS.PCLONG BEACH, CA, US$5,000
Paid GrantNEW CHALLENGE MINISTRIESFEEDING THE PEOPLE OF SOUTH BAY.PCTORRANCE, CA, US$5,000
Paid GrantCANCER SUPPORT COMMUNITYCANCER SUPPORT GROUPSPCWASHINGTON, DC, US$5,000
Paid GrantCOAST GUARD FOUNDATIONCOAST GUARD SUPPORTPCSTONINGTON, CT, US$5,000
Paid GrantGREENWOOD CEMETERYFUND FOR REMBERANCE AND RENEWAL.PCROCKFORD, IL, US$5,000
Paid GrantHELPPROVIDE FUNDING FOR COUNSELING AND EDUCATIONPCTORRANCE, CA, US$5,000
Paid GrantIDAHO RIVERS UNITEDPROTECTING RIVERSPCBOISE, ID, US$5,000
Paid GrantPALOS VERDES LAND CONSERVANCYPROVIDE FUNDS TO AID IN LAND CONSERVATIONPCROLLING HILLS ESTATES, CA, US$5,000
Paid GrantPROJECT MEXICOPROVIDE FUNDS TO AID IN BUILDING HOMES FOR THE POORPCROLLING HILLS ESTATES, CA, US$5,000
Paid GrantTHE SALVATION ARMYTENDING TO THE POOR, FEEDNG THE HUNGRY, SHELTERING THE HOMELESS, CARING FOR THE SICK, ETC.PCLONG BEACH, CA, US$5,000
Paid GrantSENIOR CONNECTIONCONNECTING SENIORS WITH ESSENTIAL SERVICES, MEANINGFUL PROGRAMMING, THEIR PEERS AND THE LOCAL COMMUNITY TO FOSTER PURPOSEFUL AND PASSION-FILLED LIVES.PCHAILEY, ID, US$5,000
Paid GrantWEST VALLEY FOOD PANTRYTO ALLEVIATE HUNGERPCWOODLAND HILLS, CA, US$5,000
Paid GrantDESCHUTES RIVER ALLIANCESCIENCE-BASED CONSERVATION GROUP DEDICATED TO RESEARCH OF THE DESCHUTES RIVER BASIS AND RESTORATION OF CRITICAL HABITAT IN THE LOWER DESCHUTES RIVER.PCPORTLAND, OR, US$5,000
Paid GrantLOS ANGELES COUNTY JR LIFEGUARDSTO EDUCATE OCEAN AND BEACH SAFETY, PHYSICAL CONDITIONING, BASIC FIRST AID, AND ENVIRONMENTAL AWARENESS WHILE DEVELOPING THE NEXT GENERATION OF LIFEGUARDS AND FUTURE LEADERS.PCLOS ANGELES, CA, US$5,000
Paid GrantSAN PEDRO YMCATO STRENGTHEN COMMUNITIES.PCSAN PEDRO, CA, US$5,000
Paid GrantSOUTHERN ARIZONA QUAIL FOREVERTO CONSERVE, PORTECT AND ENHANCE WILDLIFE HABITAT I SOUTHERN ARIZONA.PCORO VALLEY, AZ, US$5,000
Paid GrantFRIENDS OF BANNING MUSEUMPROVIDE FUNDS TO AID IN EDUCATION AND PRESERVATIONPCWILMINGTON, CA, US$2,500
Paid GrantPENINSULA FRIENDS OF THE LIBRARYPROVIDE FUNDS TO SUPPORT ACCESS AND UPKEEP OF THE LIBRARYPCPALOS VERDES, CA, US$2,500
Paid GrantUSA CONSERVATIONTO PROVIDE REWARDING ENVIRONMENTAL SERVICE OPPORTUNITIES FOR YOUTH OF ALL BACKGROUNDS TO EXPLORE AND IMPROVE PUBLIC LANDS WHILE GAINING PRACTICAL PROFESSIONAL EXPERIENCE.PCFLAGSTAFF, AZ, US$2,500
Paid GrantUTAH CHUKAR AND WILDLIFETO SUPPORT SOLID SCIENTIFIC WILDLIFE MANAGEMENTPCNEPHI, UT, US$2,500
Paid GrantBAD TO THE BOW 4-H CLUBYOUTH DEVELOPMENT.PCMOSCOW, ID, US$2,500
Filing and Contact Details

Filer

Filer Name
Smith-welsh Foundation
EIN
95-3958030
Phone
8183850585
Address
21600 OXNARD STREET 2000, WOODLAND HILLS, CA 91367-4969

Signing Officer

Name
Robert Welsh
Title
CFO
Phone
8183850585
Signed
2023-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Duffy Kruspodin Llp
Address
21600 OXNARD STREET SUITE 2000, WOODLAND HILLS, CA 91367-4969
Preparer
Mark Kruspodin CPA
Phone
8183850585
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt534069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-42825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-16745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt129916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-22202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt534069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-42825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt247762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt323911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt428825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt580190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt69651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100 SH ADOBE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200 SH CIGNA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100 SH LOCKHEED MARTIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3500 SH LAS VEGAS SANDS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100 SH NETFLIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100 SH O'REILLY AUTOMOTIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6200 SH TWILIO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2378
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-280380
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01739698
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02020078
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01739698
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0279802
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0279802
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0279802
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0279865
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt063
IRS990PF/DistributableAmountGrp/TotalTaxAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt04937639
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02020078
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02020078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01844586
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01552964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04615926
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0148463
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0148463
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0283442
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-280380
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt027029
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038271
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038271
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02020078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01739698
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04937639
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02020078
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01739698
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02020078
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01739698
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05682541
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028258
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05654283
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt085238
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0279865
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05597303
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05682541
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY WELSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER WELSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT T WELSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt022 EMPTY SADDLE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122 EMPTY SADDLE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROLLING HILLS ESTATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROLLING HILLS ESTATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HAILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd283333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0282500
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0282500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021600 OXNARD ST STE 2000
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOODLAND HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0913674969
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARK KRUSPODIN CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08183850585
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt155000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt195000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt205000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt255000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt262500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt272500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt285000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt292500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt305000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt355000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FUNDS TO REHAB CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE FUNDS FOR AIDING BLIND CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DEDICATED TO THE ARTS, CULTURE AND HISTORY OF SANTA CATALINA ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE FUNDS TO AID IN EDUCATION AND PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT THE SPORT OF SAILING AND TO PROMOTE THE STEWARDSHIP OF THE MARINE ENVIRONMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ADVOCATES FOR THE RECOVERY OF WILD, NATIVE FISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PROVIDE FUNDS TO AID IN SUPPORTING THE MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PROVIDE FUNDS TO SUPPORT ACCESS AND UPKEEP OF THE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO HELP ENSURE A BRIGHT FUTURE FOR THE GARDEN, ENLIGHTENING SCHOOL CHILDREN, FAMILIES AND SENIORS WHO RELY ON AND VISIT THE 87 ACRES EVERY DAY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10PROVIDE FUNDS TO SUPPORT COMMUNITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11PROVIDE FUNDS TO AID IN RIVER CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12HELPING THE HOMELESS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13FEEDING THE PEOPLE OF SOUTH BAY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14PROVIDE SUPPORT AND RESOURCES TO INSPIRE EXPLORATION, RESPECT AND CONSERVATION OF SOUTHERN CALIFORNIA MARINE LIFE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CANCER SUPPORT GROUPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16COAST GUARD SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17ADVOCATES FOR WILD FISH AND FISHERIES, PROTECTING AND CONSERVING WILD STEELHEAD, SALMON, TROUT AND CHAR THROUGHOUT THEIR PACIFIC RANGE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18FUND FOR REMBERANCE AND RENEWAL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19PROVIDE FUNDING FOR COUNSELING AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20PROTECTING RIVERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21PROVIDE FUNDS TO SUPPORT THE ARTS

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.41$0.44$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.32$0.38$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07$0.35$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.41$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$1.17$0.32$0.85
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.26$0.20$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.18$0.26$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.16$0.27$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.32$0.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.14$0.32$0.18
2014Summary only. Only limited summary data is available for this year.$1.78$0.00$0.27$0.29$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.26$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.20
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.06$0.24$0.18