Civic Intelligence

Walter & Donna Conn Charitable Foundation

990PF • Fiscal year 2018 • EIN 95-7024988

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profile
800 W 6th St c/o Dunn CompanyLos Angeles, CA 90017

(213) 683-0500

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

91st percentile

38%

Faster asset growth than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

114%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,365,834

Up $1,212,154 (+38%) from 2017

Net Assets

Up

$4,365,834

Up $1,212,154 (+38%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin97th percentile

Revenue

Up

$2,197,162

Up $1,168,315 (+114%) from 2017

Expenses

Up

$248,910

Up $217,861 (+702%) from 2017

Net Income

Up

$1,948,252

Up $950,454 (+95%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,092,182Liabilities 2011: $02011Assets 2012: $1,122,472Liabilities 2012: $0Net Assets 2012: $1,122,4722012Assets 2013: $1,130,410Liabilities 2013: $0Net Assets 2013: $1,130,4102013Assets 2014: $1,901,786Liabilities 2014: $0Net Assets 2014: $1,901,7862014Assets 2015: $2,016,236Liabilities 2015: $0Net Assets 2015: $2,016,2362015Assets 2016: $1,968,353Liabilities 2016: $0Net Assets 2016: $1,968,3532016Assets 2017: $3,153,680Liabilities 2017: $0Net Assets 2017: $3,153,6802017Assets 2018: $4,365,834Liabilities 2018: $0Net Assets 2018: $4,365,8342018Assets 2019: $5,838,589Liabilities 2019: $0Net Assets 2019: $5,838,5892019Assets 2020: $6,685,234Liabilities 2020: $0Net Assets 2020: $6,685,2342020Assets 2021: $7,250,335Liabilities 2021: $0Net Assets 2021: $7,250,3352021Assets 2022: $5,939,671Liabilities 2022: $0Net Assets 2022: $5,939,6712022Assets 2023: $6,552,114Liabilities 2023: $0Net Assets 2023: $6,552,1142023Assets 2024: $6,882,900Liabilities 2024: $0Net Assets 2024: $6,882,9002024

Highlighted filing

2018

Assets$4,365,834
Liabilities$0
Net Assets$4,365,834
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $40,914Expenses 2011: $14,950Net Income 2011: $25,9642011Expenses 2012: $39,6292012Revenue 2013: $37,502Expenses 2013: $90,390Net Income 2013: -$52,8882013Revenue 2014: $862,852Expenses 2014: $39,935Net Income 2014: $822,9172014Revenue 2015: $249,054Expenses 2015: $134,604Net Income 2015: $114,4502015Revenue 2016: $24,554Expenses 2016: $196,680Net Income 2016: -$172,1262016Revenue 2017: $1,028,847Expenses 2017: $31,049Net Income 2017: $997,7982017Revenue 2018: $2,197,162Expenses 2018: $248,910Net Income 2018: $1,948,2522018Revenue 2019: $1,112,914Expenses 2019: $381,572Net Income 2019: $731,3422019Revenue 2020: $580,946Expenses 2020: $296,977Net Income 2020: $283,9692020Revenue 2021: $593,744Expenses 2021: $359,236Net Income 2021: $234,5082021Revenue 2022: $126,440Expenses 2022: $367,312Net Income 2022: -$240,8722022Revenue 2023: $520,023Expenses 2023: $350,509Net Income 2023: $169,5142023Revenue 2024: $294,244Expenses 2024: $378,039Net Income 2024: -$83,7952024

Highlighted filing

2018

Revenue$2,197,162
Expenses$248,910
Net Income$1,948,252
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick ConnTrusteePT$0--
Donna ConnTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Walter & Donna Conn Charitable
EIN
95-7024988
Phone
2136830500
Address
800 W 6th St c/o Dunn Company, Los Angeles, CA 90017

Signing Officer

Name
Patrick Conn
Title
Trustee
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Skeehan & Company
Address
180 S Lake Ave Seventh Floor, Pasadena, CA 91101
Preparer
Joseph W Skeehan
Phone
6265859555
Raw XML Appendix326 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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AccountingFeesSchedule/AccountingFeesDetail/Amt03105
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees - 60% Net Inv
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01863
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0184547
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0225833
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0184547
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0184547
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0375006
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02197162
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0227597
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP Morgan N99055001 (LT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP Morgan N99055001 (ST)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-06-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0189453
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-38144
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01948252
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0736098
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05101932
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03153680
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0178062
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0178062
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0185184
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07122
IRS990PF/DistributableAmountGrp/TotalTaxAmt07122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt021
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07122
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt04365834
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03153680
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04365834
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01443198
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03760090
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01257730
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02502360
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt056401
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0185184
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03703689
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Patrick Conn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Donna Conn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0800 W Sixth Street 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1800 W Sixth Street 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190017
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0225833
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0225833
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0225833
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Los Angeles
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Patrick Conn
IRS990PF/StatementsRegardingActyGrp/PhoneNum02136830500
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Society Devoted to Sacred Heart
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Carmelite Sisters
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Carmelite Monastery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Santa Teresita
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CHMC Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Carmelite Sisters
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09814 Sylvia Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1819 Buena Vista Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt227601 Highway 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3215 E Alhambra Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41401 South Grand Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5215 E Alhambra Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Northridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Duarte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Carmel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Alhambra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Alhambra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091324
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd591801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0225833
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0103232
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0122601
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0178062
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0225833
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt074830
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0122601
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Donna Conn
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Marital Trust of Walt Donna Conn
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Patrick Conn
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0800 W Sixth St 6th Floor
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1800 W Sixth St 6th Floor
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2800 W Sixth St 6th Floor
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Los Angeles
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Los Angeles
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Los Angeles
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090017
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd190017
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd290017
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01548667
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1173490
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0173490
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1100000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Publicly traded securities
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1Publicly traded securities
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017066
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees/commissions
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017066
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02746
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1150
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt210
TaxesSchedule/TaxesDetail/Amt02746
TaxesSchedule/TaxesDetail/Amt1150
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1State Filings
TaxesSchedule/TaxesDetail/CategoryTxt2State Registry Tax
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Conn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walter & Donna Conn Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0957024988
ReturnHeader/Filer/PhoneNum02136830500
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 W 6th St c/o Dunn Company
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954023565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Skeehan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 S Lake Ave Seventh Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06265859555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph W Skeehan
ReturnHeader/ReturnTs02019-11-13T11:32:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,365,834
Liabilities
$0
Net assets
$4,365,834
Revenue
$2,197,162
Expenses
$248,910
Net income
$1,948,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.29$0.38$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.52$0.35$0.17
2022Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.13$0.37$0.24
2021Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.59$0.36$0.23
2020Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.58$0.30$0.28
2019Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$1.11$0.38$0.73
2018Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$2.20$0.25$1.95
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$1.03$0.03$1.00
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.02$0.20$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.25$0.13$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.86$0.04$0.82
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.09$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$0.04$0.01$0.03