Civic Intelligence

William Mills Trust B John D Williams Trustee

990PF • Fiscal year 2010 • EIN 95-6487535

Jan 01, 2010 to Dec 31, 2010 • Filed on Oct 31, 2011

Organization Profile
600 Wilshire Boulevard Suite 151590017
Siviq Scores

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

Liabilities / Assets

45th percentile

0.02x

Higher debt load relative to assets than 45% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

73rd percentile

$3,500

Higher top officer pay than 73% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets45th percentile

Assets

$711,598

No earlier filing loaded for comparison.

Net Assets

$700,098

No earlier filing loaded for comparison.

Liabilities

$11,500

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$23,571

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2010: $711,598Liabilities 2010: $11,500Net Assets 2010: $700,0982010Assets 2011: $681,827Liabilities 2011: $10,000Net Assets 2011: $671,8272011Assets 2012: $646,779Liabilities 2012: $19,876Net Assets 2012: $626,9032012Assets 2013: $786,498Liabilities 2013: $5,876Net Assets 2013: $780,6222013Assets 2014: $754,201Liabilities 2014: $5,876Net Assets 2014: $748,3252014Assets 2015: $694,557Liabilities 2015: $5,876Net Assets 2015: $688,6812015Assets 2016: $714,277Liabilities 2016: $10,000Net Assets 2016: $704,2772016Assets 2017: $659,856Liabilities 2017: $0Net Assets 2017: $659,8562017Assets 2018: $508,959Liabilities 2018: $0Net Assets 2018: $508,9592018Assets 2019: $732,836Liabilities 2019: $0Net Assets 2019: $732,8362019Assets 2020: $1,031,907Liabilities 2020: $0Net Assets 2020: $1,031,9072020Assets 2021: $1,032,343Liabilities 2021: $0Net Assets 2021: $1,032,3432021Assets 2022: $987,196Liabilities 2022: $0Net Assets 2022: $987,1962022Assets 2023: $800,945Liabilities 2023: $0Net Assets 2023: $800,9452023Assets 2024: $776,853Liabilities 2024: $0Net Assets 2024: $776,8532024

Highlighted filing

2010

Assets$711,598
Liabilities$11,500
Net Assets$700,098
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2010: $23,5712010Expenses 2011: $31,2602011Expenses 2012: $35,2442012Revenue 2013: $199,140Expenses 2013: $45,421Net Income 2013: $153,7192013Revenue 2014: $37,798Expenses 2014: $70,095Net Income 2014: -$32,2972014Revenue 2015: $6,839Expenses 2015: $66,483Net Income 2015: -$59,6442015Revenue 2016: $83,734Expenses 2016: $68,138Net Income 2016: $15,5962016Revenue 2017: $6,886Expenses 2017: $51,307Net Income 2017: -$44,4212017Revenue 2018: $22,542Expenses 2018: $173,439Net Income 2018: -$150,8972018Revenue 2019: $266,069Expenses 2019: $42,192Net Income 2019: $223,8772019Revenue 2020: $326,916Expenses 2020: $27,845Net Income 2020: $299,0712020Revenue 2021: $51,398Expenses 2021: $50,962Net Income 2021: $4362021Revenue 2022: -$20,953Expenses 2022: $24,194Net Income 2022: -$45,1472022Revenue 2023: -$55,794Expenses 2023: $130,457Net Income 2023: -$186,2512023Revenue 2024: $55,135Expenses 2024: $79,227Net Income 2024: -$24,0922024

Highlighted filing

2010

Revenue-
Expenses$23,571
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Oct 31, 2011
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE STONETrustee-$3,500-$3,500
JOHN D WILLIAMSTrustee-$3,500-$3,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF SOUTHERN CALIFORNIA SWIM WITH MIKESPONSOSHIP FOR DISABLED ATHLETESPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Filing and Contact Details

Filer

EIN
95-6487535
Raw XML Appendix350 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/AccountingFees/Amount05000
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0637938
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0724609
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ML 230-96037 EQUITIES
InvestmentsOtherSchedule2/InvestmentsOther/BookValue068068
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV068068
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount04422
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-16325
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount03201
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount01074
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount08697
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0-16325
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-7628
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss05000
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps03500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm03500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss07000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss05000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm04422
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss04422
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-31199
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0350046
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm03201
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss03201
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-16325
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm06282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss06282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm01074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01074
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm076
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss086
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps08500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm010061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss023571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome08697
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-7628
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm010061
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss018571
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm0203
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss0203
IRS990PF/BalanceSheets/AccountsPayableBOY03000
IRS990PF/BalanceSheets/AccountsPayableEOY011500
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0680765
IRS990PF/BalanceSheets/CapitalStockEOY0680765
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY020000
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0630442
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0637938
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0724609
IRS990PF/BalanceSheets/InvestmentsOtherBOY068092
IRS990PF/BalanceSheets/InvestmentsOtherEOY068068
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV068068
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY0802
IRS990PF/BalanceSheets/OtherAssetsEOY0802
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0802
IRS990PF/BalanceSheets/OtherLiabilitiesBOY05000
IRS990PF/BalanceSheets/OtherLiabilitiesEOY00
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY01000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY01000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV01000
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable01000
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY050532
IRS990PF/BalanceSheets/RetainedEarningsEOY019333
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY018961
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY03790
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV03790
IRS990PF/BalanceSheets/TotalAssetsBOY0739297
IRS990PF/BalanceSheets/TotalAssetsEOY0711598
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0798269
IRS990PF/BalanceSheets/TotalLiabilitiesBOY08000
IRS990PF/BalanceSheets/TotalLiabilitiesEOY011500
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0739297
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0711598
IRS990PF/BalanceSheets/TotalNetAssetsBOY0731297
IRS990PF/BalanceSheets/TotalNetAssetsEOY0700098
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-16325
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0366371
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PERSHING LLC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-16325
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-16325
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0350046
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-31199
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0700098
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0731297
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0700098
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted034606
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj034606
IRS990PF/DistributableAmount/DistributableAmountBeforeDed034606
IRS990PF/DistributableAmount/MinimumInvestmentReturn034606
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TotalTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0936
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0936
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0936
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0936
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0798269
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0702657
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances055000
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0646855
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable010540
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0802
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn034606
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0692117
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0702657
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation03500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation13500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LAWRENCE STONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOHN D WILLIAMS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103452 EAST FOOTHILL BLVD SUITE 1100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11600 WILSHIRE BLVD 1515
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PASADENA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LOS ANGELES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode091107
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode190017
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct049908
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets049908
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.072109
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.082620
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.122704
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.064340
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.068765
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.022114
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0692117
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10496245
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20455811
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30907876
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40919357
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50927451
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions08500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1041000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2055930
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3058413
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4063220
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5020510
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.360543
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions08500
IRS990PF/QualifyingDistributions/ExpensesAndContributions08500
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions08500
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber01,4
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INVESTMENT ACTIVITIES TO PROVIDE FUNDS FOR EXEMPT ACTIVITIES
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JOHN D WILLIAMS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02136831013
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10600 WILSHIRE BOULEVARD STE 1515
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LOS ANGELES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode090017
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0LARRY STONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05624238777
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine103452 EAST FOOTHILL BLVD STE 1100
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0PASADENA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode091107
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0MUST BE AN UNDERGRADUATE STUDENT AT THE UNIVERSITY OF SOUTHERN CALIFORNIA OR SYRACUSE UNIVERSITY WHO DEMONSTRATE FINANCIAL NEED AND NEED SCHOLARSHIP FUNDS TO FURTHER THEIR EDUCATION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 1ST OF EACH YEAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SPONSOSHIP FOR DISABLED ATHLETES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF SOUTHERN CALIFORNIA SWIM WITH MIKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10HERITAGE HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090089
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship0COMMON TRUSTEES
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine10BETH THETA PI SCHOLASTIC FOUNDATION OF SOUTHERN CALIFORNIA
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization0PRIVATE FOUNDATION
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs01
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear08500
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted034606
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1016188
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2033179
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3013453
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404343
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus026106
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY026106
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear041057
IRS990PF/UndistributedIncome/ExcessFromYear1016188
IRS990PF/UndistributedIncome/ExcessFromYear2024869
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions08500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus041057
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover067163
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue0802
OtherAssetsSchedule/OtherAssets/Description0COPYRIGHTS
OtherAssetsSchedule/OtherAssets/EOYBookValue0802
OtherAssetsSchedule/OtherAssets/EOYFMV0802
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT COUNSEL FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome06282
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks06282
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0230
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1-24
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome2868
OtherIncomeSchedule2/OtherIncome/Description0AMERICAN COMPOSERS
OtherIncomeSchedule2/OtherIncome/Description14300 LONG BEACH INVESTORS
OtherIncomeSchedule2/OtherIncome/Description2PERSHING LLC OTHER INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0230
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1-24
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome2868
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0230
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1-24
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2868
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue05000
OtherLiabilitiesSchedule/OtherLiabilities/Description0DUE TO BETA THETA PI SCHOLASTIC FOUNDATION, INC.
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue00
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Amount176
TaxesSchedule/Taxes/Category0FRANCHISE TAX BOARD FILING FEES
TaxesSchedule/Taxes/Category1FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome176
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0956487535
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM R MILLS TRUST B
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone02136831013
ReturnHeader/Filer/USAddress/AddressLine10600 WILSHIRE BOULEVARD SUITE 1515
ReturnHeader/Filer/USAddress/City0LOS ANGELES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090017
ReturnHeader/Officer/DateSigned02011-10-31
ReturnHeader/Officer/Name0JOHN D WILLIAMS
ReturnHeader/Officer/Phone02136831013
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-10-31T18:03:45-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$711,598
Liabilities
$11,500
Net assets
$700,098
Revenue
-
Expenses
$23,571
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06$0.13$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.33$0.03$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.27$0.04$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.02$0.17$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.70$0.08$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.69$0.01$0.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.01$0.75$0.04$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.20$0.05$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.70$0.02