Civic Intelligence

Marian Mullin Hancock Charitable Trust

EIN 95-6947778 • 501(c)3 • Chicago, IL

View Organization Page

Profile

To support the organizations listed in schedule a, part i

PO Box 803878Chicago, IL 60680

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

271%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$9,998,872

Up $982,479 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,998,872

Up $982,479 (+11%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin91st percentile

Revenue

Up

$1,657,941

Up $1,210,728 (+271%) from 2023

Expenses

Up

$711,189

Up $38,940 (+5.8%) from 2023

Net Income

Up

$946,752

Up $1,171,788 (+521%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$10M$5.0M$0Assets 2011: $9,697,556Liabilities 2011: $0Net Assets 2011: $9,697,5562011Assets 2012: $9,675,344Liabilities 2012: $0Net Assets 2012: $9,675,3442012Assets 2013: $9,684,184Liabilities 2013: $0Net Assets 2013: $9,684,1842013Assets 2014: $9,995,613Liabilities 2014: $0Net Assets 2014: $9,995,6132014Assets 2015: $9,837,285Liabilities 2015: $0Net Assets 2015: $9,837,2852015Assets 2016: $9,640,557Liabilities 2016: $0Net Assets 2016: $9,640,5572016Assets 2017: $9,468,482Liabilities 2017: $0Net Assets 2017: $9,468,4822017Assets 2018: $9,321,758Liabilities 2018: $0Net Assets 2018: $9,321,7582018Assets 2019: $9,360,873Liabilities 2019: $0Net Assets 2019: $9,360,8732019Assets 2020: $9,449,686Liabilities 2020: $0Net Assets 2020: $9,449,6862020Assets 2021: $9,421,903Liabilities 2021: $0Net Assets 2021: $9,421,9032021Assets 2022: $9,274,970Liabilities 2022: $0Net Assets 2022: $9,274,9702022Assets 2023: $9,016,393Liabilities 2023: $0Net Assets 2023: $9,016,3932023Assets 2024: $9,998,872Liabilities 2024: $0Net Assets 2024: $9,998,8722024

Highlighted filing

2024

Assets$9,998,872
Liabilities$0
Net Assets$9,998,872
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $797,318Expenses 2011: $633,022Net Income 2011: $164,2962011Revenue 2012: $609,102Expenses 2012: $625,019Net Income 2012: -$15,9172012Revenue 2013: $645,473Expenses 2013: $634,745Net Income 2013: $10,7282013Revenue 2014: $964,617Expenses 2014: $647,925Net Income 2014: $316,6922014Revenue 2015: $469,041Expenses 2015: $626,763Net Income 2015: -$157,7222015Revenue 2016: $408,585Expenses 2016: $605,077Net Income 2016: -$196,4922016Revenue 2017: $439,821Expenses 2017: $611,486Net Income 2017: -$171,6652017Revenue 2018: $489,052Expenses 2018: $612,372Net Income 2018: -$123,3202018Revenue 2019: $640,011Expenses 2019: $624,339Net Income 2019: $15,6722019Revenue 2020: $763,504Expenses 2020: $623,474Net Income 2020: $140,0302020Revenue 2021: $663,722Expenses 2021: $689,341Net Income 2021: -$25,6192021Revenue 2022: $567,101Expenses 2022: $762,443Net Income 2022: -$195,3422022Revenue 2023: $447,213Expenses 2023: $672,249Net Income 2023: -$225,0362023Revenue 2024: $1,657,941Expenses 2024: $711,189Net Income 2024: $946,7522024

Highlighted filing

2024

Revenue$1,657,941
Expenses$711,189
Net Income$946,752
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,998,872
Liabilities
$0
Net assets
$9,998,872
Revenue
$1,657,941
Expenses
$711,189
Net income
$946,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.00$0.00$10.00$1.66$0.71$0.95
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.02$0.00$9.02$0.45$0.67$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.27$0.00$9.27$0.57$0.76$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.42$0.00$9.42$0.66$0.69$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.45$0.00$9.45$0.76$0.62$0.14
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.36$0.00$9.36$0.64$0.62$0.02
2018Summary only. Only limited summary data is available for this year.$9.32$0.00$9.32$0.49$0.61$0.12
2017Summary only. Only limited summary data is available for this year.$9.47$0.00$9.47$0.44$0.61$0.17
2016Summary only. Only limited summary data is available for this year.$9.64$0.00$9.64$0.41$0.61$0.20
2015Summary only. Only limited summary data is available for this year.$9.84$0.00$9.84$0.47$0.63$0.16
2014Summary only. Only limited summary data is available for this year.$10.00$0.00$10.00$0.96$0.65$0.32
2013Summary only. Only limited summary data is available for this year.$9.68$0.00$9.68$0.65$0.63$0.01
2012Summary only. Only limited summary data is available for this year.$9.68$0.00$9.68$0.61$0.63$0.02
2011Summary only. Only limited summary data is available for this year.$9.70$0.00$9.70$0.80$0.63$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 16, 2025
Return Version
2024v5.2
Gross Receipts
$4,824,587
Mission and Program Overview

Mission

To support the organizations listed in schedule a, part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$9,016,393$9,998,872▲ $982,479
Investments in Publicly Traded Securities$8,800,001$9,914,527▲ $1,114,526
Savings and Temporary Cash Investments$159,695$84,345▼ $75,350
Total Assets$9,016,393$9,998,872▲ $982,479
Other Assets Total$56,697--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,016,393$9,998,872▲ $982,479
Total Liabilities and Net Assets / Fund Balance$9,016,393$9,998,872▲ $982,479
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
John GheriniCo-trusteePT$90,664$90,664
Northern Trust N aCo-trusteePT$90,389$90,389
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,701,037
Other Revenue
$-43,096
Change in Net Assets
$946,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$520,642
Salaries, Compensation, and Employee Benefits$181,033
Other Expenses$9,514
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$520,642--$520,642
Current Officers, Directors, Trustees, and Key Employees$59,267$121,766-$181,033
Fees for Services Accounting-$2,500-$2,500
Insurance-$2,116-$2,116
Other Expenses-$286-$286
Total Functional Expenses$579,909$131,280$0$711,189
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marian Medical CenterSanta Maria, CA501(c)(3)General Support$260,321
Sisters of St FrancisSanta Maria, CA501(c)(3)For the Exclusive Use and Care of the Elderly Sisters$130,160
Allan Hancock CollegeSanta Maria, CA501(c)(3)General Support$104,128
ST VINCENT'S SCHOOLSanta Barbara, CA501(c)(3)General Support$26,032
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“John gherini, sue sword & northern trust company”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of form 990 is sent to the trustee for review and comments”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual acknowledgement by trustee”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Marian Mullin Hancock Charitable Trust
EIN
95-6947778
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2025-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
1993
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“Grant paid to supported organization - st. Vincent's school”

Explanation for Form 990, Part XI, Line 9

“2023 transactions posted in 2024 $832; 2024 transactions posted in 2025 $(444); c/y pship tax basis adjustment $35,163; cost basis adj $176”

Raw XML AppendixShowing 400 of 528 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
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt09016393
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt09998872
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0121766
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt059267
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0181033
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYInvestmentIncomeAmt01701037
IRS990/CYOtherExpensesAmt09514
IRS990/CYOtherRevenueAmt0-43096
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0946752
IRS990/CYSalariesCompEmpBnftPaidAmt0181033
IRS990/CYTotalExpensesAmt0711189
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01657941
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IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANT PAID TO SUPPORTED ORGANIZATION - MARIAN MEDICAL CENTER
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0289955
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02500
IRS990/FeesForServicesAccountingGrp/TotalAmt02500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.0
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN GHERINI
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt090664
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190389
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01352888
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0260321
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0520642
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0520642
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04519534
IRS990/GrossReceiptsAmt04824587
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02116
IRS990/InsuranceGrp/TotalAmt02116
IRS990/InvestmentIncomeGrp/ExclusionAmt0348149
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0348149
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08800001
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09914527
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03166646
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09016393
IRS990/NetAssetsOrFundBalancesEOYAmt09998872
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01352888
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01352888
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt056697
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IRS990/OtherExpensesGrp/Desc0STATE FILING FEE
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IRS990/OtherExpensesGrp/Desc2CLASS ACTION FILING FEES
IRS990/OtherExpensesGrp/Desc3FEDERAL TAX PAYMENTS
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IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP INCOME
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IRS990/OtherRevenueMiscGrp/Desc2FEDERAL TAX REFUND 990T
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt017145
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0616318
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt038326
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01633954
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0678818
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0631603
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt017145
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0306388
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01303392
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0158176
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0520642
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0348256
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0520642
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0678818
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REPRESENTATIVES OF THE TRUSTEE AND THE SUPPORTED ORGANIZATION(S) HAVE PERIODIC TELEPHONE MEETINGS DURING WHICH QUESTIONS AND CONCERNS ARE ADDRESSED. THE TERMS OF THE DISTRIBUTIONS ARE DETERMINED BY THE TRUST DOCUMENT. NORTHERN TRUST PROVIDES THE SUPPORTED ORGANIZATION(S) WITH REGULAR INVESTMENT STATEMENTS, ETC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1NORTHERN TRUST MAINTAINED A CLOSE AND CONTINUOUS RELATIONSHIP VIA COMMUNICATION EITHER BY EMAIL, PHONE AND FACE TO FACE MEETINGS WITH THE PORTFOLIO MANAGER, CLIENT ADVISOR AND/OR MANAGING DIRECTOR
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A Section D Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Section D Line 2
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt010725113
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt010101698
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt010725113
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt010101698
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0160877
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0151525
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt010564236
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt09950173
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0369748
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0348256
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt010725113
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt010101698
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0369748
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0348256
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0953818027
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1204019358
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2953143396
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3951643367
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0260321
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1130161
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2104128
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt326032
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARIAN MEDICAL CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SISTERS OF ST FRANCIS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ALLAN HANCOCK COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3ST VINCENT'S SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0520642
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0260321
IRS990ScheduleI/RecipientTable/CashGrantAmt1130160
IRS990ScheduleI/RecipientTable/CashGrantAmt2104128
IRS990ScheduleI/RecipientTable/CashGrantAmt326032
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FOR THE EXCLUSIVE USE AND CARE OF THE ELDERLY SISTERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARIAN MEDICAL CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SISTERS OF ST FRANCIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ALLAN HANCOCK COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ST VINCENT'S SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0953818027
IRS990ScheduleI/RecipientTable/RecipientEIN1204019358
IRS990ScheduleI/RecipientTable/RecipientEIN2953143396
IRS990ScheduleI/RecipientTable/RecipientEIN3951643367
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01400 EAST CHURCH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1124 SOUTH COLLEGE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2800 S COLLEGE DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34200 CALLE REAL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA MARIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA MARIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SANTA MARIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093454
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193454
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293454
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd393110
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT PAID TO SUPPORTED ORGANIZATION - ST. VINCENT'S SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOHN GHERINI, SUE SWORD & NORTHERN TRUST COMPANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62023 TRANSACTIONS POSTED IN 2024 $832; 2024 TRANSACTIONS POSTED IN 2025 $(444); C/Y PSHIP TAX BASIS ADJUSTMENT $35,163; COST BASIS ADJ $176
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MARIAN MEDICAL CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SISTERS OF ST FRANCIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ALLAN HANCOCK COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3ST VINCENT'S SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0953818027

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