Civic Intelligence

Toschi Charitable Trust

EIN 99-6705414 • Healdsburg, CA

Pub. 78 Eligible
15201 Chalk Hill RoadHealdsburg, CA 95448
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

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

Liabilities / Revenue

44th percentile

0.00x

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

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

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Assets

$388,126

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$388,126

No earlier filing loaded for comparison.

Revenue

$511,755

No earlier filing loaded for comparison.

Expenses

$29,752

No earlier filing loaded for comparison.

Net Income

$482,003

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2024: $388,126Liabilities 2024: $0Net Assets 2024: $388,1262024

Highlighted filing

2024

Assets$388,126
Liabilities$0
Net Assets$388,126

Operations Trend

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

$600K$400K$200K$0Revenue 2024: $511,755Expenses 2024: $29,752Net Income 2024: $482,0032024

Highlighted filing

2024

Revenue$511,755
Expenses$29,752
Net Income$482,003

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$5.12$0.30$4.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 12, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD P WARGOTrustee-$0--
EUGENE J TOSCHITrustee-$0--
BARBARA H TOSCHITrustee-$0--
CARLI ORTIZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Toschi Charitable Trust
EIN
99-6705414
Phone
7074335727
Address
15201 CHALK HILL ROAD, HEALDSBURG, CA 95448

Signing Officer

Name
Carli R Ortiz
Title
Trustee
Phone
7075460272
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Linkenheimer Llp
Address
187 CONCOURSE BLVD, SANTA ROSA, CA 95403
Preparer
Kerri E Berry
Phone
7075460272
Raw XML Appendix320 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.

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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02817
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EUGENE J TOSCHI AND BARBARA H TOSCH
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1EUGENE J TOSCHI AND BARBARA H TOSCH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt015201 CHALK HILL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt115201 CHALK HILL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HEALDSBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1HEALDSBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095448
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd195448
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt029751
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1426229
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0426229
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS PUBLICLY TRADED STOCKS. TOTAL AMOUNT REFLECTS FAIR MARKET VALUE ON THE DATE RECEIVED.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt025022
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt025022
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt025022
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0135
OtherDecreasesSchedule/OtherDecreasesDetail/Amt193742
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONQUALIFIED DIVIDENDS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1UNREALIZED GAINS (LOSSES)
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0EUGENE J TOSCHI BARBARA H TOSCHI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt015201 CHALK HILL RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0HEALDSBURG
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd095448
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLI R ORTIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07075460272
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOSCHI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TOSC
ReturnHeader/Filer/EIN0996705414
ReturnHeader/Filer/PhoneNum07074335727
ReturnHeader/Filer/USAddress/AddressLine1Txt015201 CHALK HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0HEALDSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095448
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941354985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINKENHEIMER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0187 CONCOURSE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095403
ReturnHeader/PreparerPersonGrp/PhoneNum07075460272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI E BERRY
ReturnHeader/ReturnTs02025-11-17T10:26:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-12
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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