Kathryn M Whitten Trust

EIN 95-6040517 • Long Beach, CA

302 Pine Avenue - 2nd FloorLong Beach, CA 90802

Siviq Scores

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

0.00x

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

$500k-$1M nonprofits • Source year 2024

0.00x

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

$500k-$1M nonprofits • Source year 2024

3.0%

Higher net margin than 47% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

$3,700

Higher top officer pay than 60% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

0.2%

Faster asset growth than 43% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

-13%

Faster revenue growth than 22% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

$520,612

Up $1,238 (+0.2%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$520,612

Up $1,238 (+0.2%) from 2023

Operations

Liabilities / Revenue44th percentile Net Margin47th percentile

Revenue

Down

$42,007

Down $6,178 (-13%) from 2023

Expenses

$40,735

Up $18,892 (+86%) from 2023

Net Income

Down

$1,272

Down $25,070 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

Latest loaded filing

2024

Assets$520,612

Liabilities$0

Net Assets$520,612

Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

Latest loaded filing

2024

Revenue$42,007

Expenses$40,735

Net Income$1,272

Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: -
Liabilities: -
Net assets: -
Revenue: -
Expenses: -
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$5.21	$0.00	$5.21	$0.42	$0.41	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$5.19	$0.00	$5.19	$0.48	$0.22	$0.26
2022Detailed filing. Detailed filing data is available for this year.	$4.93	$0.00	$4.93	$0.15	$0.26	$0.11
2021Detailed filing. Detailed filing data is available for this year.	$5.05	$0.00	$5.05	$0.31	$0.30	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$5.04	$0.00	$5.04	$0.20	$0.33	$0.13
2019Summary only. Only limited summary data is available for this year.	$5.17	$0.00		$0.30	$0.44	$0.13
2015Summary only. Only limited summary data is available for this year.	$5.50	$0.00		$0.25	$0.48	$0.23
2014Summary only. Only limited summary data is available for this year.	$5.73	$0.00		$0.57	$0.39	$0.18
2013Summary only. Only limited summary data is available for this year.	$5.55	$0.00		$0.17	$0.36	$0.19
2012Summary only. Only limited summary data is available for this year.	$5.74	$0.00		$0.37	$0.22	$0.14
2011Summary only. Only limited summary data is available for this year.	$5.60	$0.00		$0.14	$0.49	$0.35

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2025 to Dec 31, 2025
Signed: Mar 23, 2026
Return Version: 2025v4.0

Compensation and Service Providers

Top Officer Pay60th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
FARMERS MERCHANTS TRUST CO	Trustee	-	$3,700	-	$3,700

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	CALIFORNIA STATE UNIVERSITY LONG BEACH	SCHOLARSHIP	-	LONG BEACH, CA, US	$17,500
Paid Grant	CALIFORNIA STATE UNIVERSITY FULLERTON	SCHOLARSHIP	-	FULLERTON, CA, US	$10,250
Paid Grant	UNIVERSITY OF ARIZONA	SCHOLARSHIP	-	TUCSON, AZ, US	$8,750
Paid Grant	CONCORDIA UNIVERSITY IRVINE	SCHOLARSHIP	-	IRVINE, CA, US	$4,250
Paid Grant	WASHINGTON STATE UNIVERSITY	SCHOLARSHIP	-	PULLMAN, WA, US	$2,500

Filing and Contact Details

Filer

Filer Name: Kathryn M Whitten Trust
EIN: 95-6040517
Phone: 5624370011
Address: 302 PINE AVENUE - 2ND FLOOR, LONG BEACH, CA 90802

Signing Officer

Name: Farmers Merchants Trust Company
Title: Trustee
Phone: 5624370011
Signed: 2026-03-23
Discuss with paid preparer: Yes

Preparer

Firm: Windes Inc
Address: 2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer: Kevin H Wiest CPA
Phone: 9498529433

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

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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	302 PINE AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	LONG BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	90802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	FARMERS & MERCHANTS TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5624370011
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	8750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CALIFORNIA STATE UNIVERSITY FULLERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	CALIFORNIA STATE UNIVERSITY LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	CONCORDIA UNIVERSITY IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	UNIVERSITY OF ARIZONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	WASHINGTON STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd	0	GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd	1	GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd	2	GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd	3	GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd	4	GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	800 N STATE COLLEGE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1250 BELLFLOWER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1530 CONCORDIA WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1200 E UNIVERSITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	2425 GRIMES WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	FULLERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	TUCSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	PULLMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	90840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	85721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	99164
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	43250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	17722
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	26830
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	39855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	44552
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	22133
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	26830
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1181
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1135
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1135
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	24
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	202
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	202
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	20
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	4250
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	RETURNED GRANT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	4250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1586
TaxesSchedule/TaxesDetail/Amt	0	150
TaxesSchedule/TaxesDetail/Amt	1	414
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	FARMERS MERCHANTS TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5624370011
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2026-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KATHRYN M WHITTEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	KATH
ReturnHeader/Filer/EIN	0	956040517
ReturnHeader/Filer/PhoneNum	0	5624370011
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	302 PINE AVENUE - 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm	0	LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2050 MAIN ST STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92614
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9498529433
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2026-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KEVIN H WIEST CPA
ReturnHeader/ReturnTs	0	2026-03-24T23:41:36-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2025-01-01
ReturnHeader/TaxPeriodEndDt	0	2025-12-31
ReturnHeader/TaxYr	0	2025

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