Civic Intelligence

Lester B Millard Testamentary Trust

990PF • Fiscal year 2017 • EIN 95-6017552

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

PO Box 2549Rancho Cucamonga, CA 91729-2549

(909) 483-4390

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

6th percentile

-85%

Higher net margin than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$17,273

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

23rd percentile

-3.4%

Faster asset growth than 23% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,934,995

Down $67,816 (-3.4%) from 2016

Net Assets

Down

$1,934,719

Down $61,258 (-3.1%) from 2016

Liabilities

Down

$276

Down $6,558 (-96%) from 2016

Revenue

Down

$72,264

Down $20,632 (-22%) from 2016

Expenses

Up

$133,522

Up $1,546 (+1.2%) from 2016

Net Income

Down

-$61,258

Down $22,178 (-57%) from 2016

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: $1,602,963Liabilities 2011: $02011Assets 2012: $1,597,863Liabilities 2012: $02012Assets 2013: $1,675,652Liabilities 2013: $02013Assets 2014: $1,996,440Liabilities 2014: $02014Assets 2015: $2,035,674Liabilities 2015: $02015Assets 2016: $2,002,811Liabilities 2016: $6,834Net Assets 2016: $1,995,9772016Assets 2017: $1,934,995Liabilities 2017: $276Net Assets 2017: $1,934,7192017Assets 2018: $1,898,984Liabilities 2018: $02018Assets 2019: $1,865,449Liabilities 2019: $0Net Assets 2019: $1,865,4492019Assets 2020: $1,853,855Liabilities 2020: $0Net Assets 2020: $1,853,8552020Assets 2021: $1,918,212Liabilities 2021: $0Net Assets 2021: $1,918,2122021Assets 2022: $1,845,777Liabilities 2022: $0Net Assets 2022: $1,845,7772022Assets 2023: $1,770,197Liabilities 2023: $0Net Assets 2023: $1,770,1972023Assets 2024: $1,761,976Liabilities 2024: $0Net Assets 2024: $1,761,9762024

Highlighted filing

2017

Assets$1,934,995
Liabilities$276
Net Assets$1,934,719

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $77,460Expenses 2011: $113,960Net Income 2011: -$36,5002011Revenue 2012: $88,235Expenses 2012: $93,335Net Income 2012: -$5,1002012Revenue 2013: $179,097Expenses 2013: $101,308Net Income 2013: $77,7892013Revenue 2014: $435,930Expenses 2014: $115,142Net Income 2014: $320,7882014Revenue 2015: $168,493Expenses 2015: $129,259Net Income 2015: $39,2342015Revenue 2016: $92,896Expenses 2016: $131,976Net Income 2016: -$39,0802016Revenue 2017: $72,264Expenses 2017: $133,522Net Income 2017: -$61,2582017Revenue 2018: $98,398Expenses 2018: $135,797Net Income 2018: -$37,3992018Revenue 2019: $99,764Expenses 2019: $133,004Net Income 2019: -$33,2402019Revenue 2020: $125,925Expenses 2020: $137,033Net Income 2020: -$11,1082020Revenue 2021: $202,076Expenses 2021: $138,821Net Income 2021: $63,2552021Revenue 2022: $76,291Expenses 2022: $150,752Net Income 2022: -$74,4612022Revenue 2023: $70,706Expenses 2023: $145,883Net Income 2023: -$75,1772023Revenue 2024: $138,249Expenses 2024: $147,178Net Income 2024: -$8,9292024

Highlighted filing

2017

Revenue$72,264
Expenses$133,522
Net Income-$61,258
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CITIZENS BUSINESS BANKTrusteePT$17,273-$17,273
Filing and Contact Details

Filer

Filer Name
Millard Lester B Trust
EIN
95-6017552
Phone
9094834390
Address
PO BOX 2549, RANCHO CUCAMONGA, CA 91729-2549

Signing Officer

Name
Marimil De La Sierra
Title
Vice President
Phone
9094834390
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Charles L Horton Inc
Address
16 N MARENGO AVE 215, PASADENA, CA 91101-1956
Preparer
Charles Horton
Phone
6263049906
Raw XML Appendix365 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/Amt02180
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01680
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0351013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0351678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01539597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02035537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt055324
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt015491
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01449
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0IRS REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt072264
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt072264
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01680
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02180
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt015491
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017273
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt017273
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0113356
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0113356
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt055324
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt055324
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-61258
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0682847
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015491
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt053778
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01449
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01449
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0703
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0115036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0133522
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt072264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt072264
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01680
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018486
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0199379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1467977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0205594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1468232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53825
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/PropertyDesc0DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DETAILS AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2KAYNE ANDERSON - ADJ FOR ROC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VG REIT VIPERS - ADJ FOR ROC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NVIDIA - ADJ FOR ROC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015491
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-61258
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01934719
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01995977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01934719
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0113393
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0113393
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0113393
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0114469
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01076
IRS990PF/DistributableAmountGrp/TotalTaxAmt01076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0740
IRS990PF/FMVAssetsEOYAmt02431600
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01663908
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01663908
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0586401
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0351013
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0351678
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01365620
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01539597
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02035537
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01120
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt06834
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0276
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0332069
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0270811
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049670
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt044385
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt044385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02002811
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01934995
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02431600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06834
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0276
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02002811
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01934995
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01995977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01934719
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02324248
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033643
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02290605
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034864
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0114469
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02289384
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02324248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt017273
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CITIZENS BUSINESS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0701 N HAVEN AVE STE 350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ONTARIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0917644925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0121321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0121859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0131237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0127767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0115142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0101064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt093335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.061766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02289384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02124746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02348230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02255290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02063773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01914103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0115036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.264963
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0115036
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0115036
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0115036
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/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/AddressLine1Txt0701 NORTH HAVEN AVENUE SUITE 350
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ONTARIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091764
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CITIZENS BUSINESS BANK TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum09094834390
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0$100 TO BE GIVEN ANNUALLY TO THE (NOW) UNITED WAY OF GREATER LOS ANGELES
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0PRESCRIBED BALANCE OF TRUST ACCOUNTING INCOME TO BE DISTRIBUTED TO THE FIRST CONGREGATIONAL CHURCH OF PASADENA (CA)
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0HOLD, MANAGE AND DISTRIBUTE ASSETS THE INCOME FROM WHICH ARE PAID IN QUARTERLY, ANNUAL OR OTHER CONVENIENT INSTALLMENTS TO THE TWO ORGANIZATIONS IDENTIFIED ABOVE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0113256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDS ARE GIVEN TO THE BOARD OF TRUSTEES ABSOLUTELY AND OUTRIGHT WITH THE DESIRE AND REQUEST THAT SUCH FUNDS BE USED FOR THE YOUTH WORK OF SAID CHURCH, DEVOTED TO THE ASSISTANCE OF DESERVING AND UNPERPRIVILEDGED CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR THE BENEFIT OF CHARITIES MAINTAINED OR CONTRIBUTED TO THEREBY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST CONREGATIONAL CHURCH OF PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNITED WAY OF GREATER LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) NOT 509(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3) NOT 509(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0464 E WALNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1523 W 6TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0911011632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190014
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0113356
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0113393
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0113393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045930
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026478
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013339
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04470
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0115036
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01643
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045930
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044287
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01449
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ALERIAN MLP IDX ETN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01449
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01449
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01690
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1630
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt24514
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNPOSTED RET OF CAP - KAYNE ANDERSON
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1UNPOSTED RET OF CAP - NVIDIA CORP
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2UNPOSTED RET OF CAP - VG REIT VIPERS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1276
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt20
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1693
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA ANNUAL FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHOLDING
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1693
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIMIL DE LA SIERRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09094834390
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILLARD LESTER B TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CITIZENS BUSINESS BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0956017552
ReturnHeader/Filer/PhoneNum09094834390
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2549
ReturnHeader/Filer/USAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0917292549
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F8CC91FEB2EC84E5D57C45296D2F0DEBF0175AC5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F8CC91FEB2EC84E5D57C45296D2F0DEBF0175AC5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.145.237.74
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:40:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954520011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES L HORTON INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 N MARENGO AVE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0911011956
ReturnHeader/PreparerPersonGrp/PhoneNum06263049906
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES HORTON
ReturnHeader/ReturnTs02018-11-09T16:40:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.14$0.15$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.07$0.15$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.08$0.15$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.20$0.14$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.13$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.10$0.13$0.03
2018Summary only. Only limited summary data is available for this year.$1.90$0.00$0.10$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.07$0.13$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.01$2.00$0.09$0.13$0.04
2015Summary only. Only limited summary data is available for this year.$2.04$0.00$0.17$0.13$0.04
2014Summary only. Only limited summary data is available for this year.$2.00$0.00$0.44$0.12$0.32
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.18$0.10$0.08
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$0.09$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$0.08$0.11$0.04