Philleo Charitable Trust Fbo Azusa

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,846
Expenses
$9,919
Net Income
$3,927
Net Assets
$136,148
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,950
35.8%
Sales of Assets $8,896
64.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,065
71.2%
Compensation of Officers* $2,702
27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $136,148
Total Liabilities $0
Net Assets $136,148
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,702 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,610
Expenses
$9,322
Net Income
$9,288
Net Assets
$132,196
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,120
22.1%
Sales of Assets $14,490
77.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,864
73.6%
Compensation of Officers* $2,686
28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $132,196
Total Liabilities $0
Net Assets $132,196
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,686 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,501
Expenses
$14,352
Net Income
-$7,851
Net Assets
$122,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,887
59.8%
Sales of Assets $2,581
39.7%
Other Income $33
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,803
82.2%
Compensation of Officers* $2,793
19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $122,979
Total Liabilities $0
Net Assets $122,979
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,793 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,300
Expenses
$9,887
Net Income
-$587
Net Assets
$130,830
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,376
57.8%
Sales of Assets $3,924
42.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,803
68.8%
Compensation of Officers* $3,027
30.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $130,830
Total Liabilities $0
Net Assets $130,830
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $3,027 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,985
Expenses
$10,390
Net Income
$7,595
Net Assets
$131,405
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,415
19.0%
Sales of Assets $14,570
81.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,854
75.6%
Compensation of Officers* $2,642
25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $131,406
Total Liabilities $1
Net Assets $131,405
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,642 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,099
Expenses
$9,320
Net Income
-$1,221
Net Assets
$123,757
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,991
49.3%
Sales of Assets $4,108
50.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,738
72.3%
Compensation of Officers* $2,579
27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $123,758
Total Liabilities $1
Net Assets $123,757
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,579 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,852
Expenses
$11,018
Net Income
$2,834
Net Assets
$125,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,570
25.8%
Sales of Assets $10,268
74.1%
Other Income $14
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,560
77.7%
Compensation of Officers* $2,638
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $125,002
Total Liabilities $0
Net Assets $125,002
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $2,638 $0

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,880
Expenses
$10,015
Net Income
-$8,135
Net Assets
$123,250
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,671
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,519
75.1%
Compensation of Officers* $2,679
26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $123,250
Total Liabilities $0
Net Assets $123,250

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,479
Expenses
$12,917
Net Income
-$5,438
Net Assets
$131,098
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,994
53.4%
Sales of Assets $3,485
46.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,326
79.9%
Compensation of Officers* $2,778
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $131,098
Total Liabilities $0
Net Assets $131,098

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,064
Expenses
$6,985
Net Income
$7,079
Net Assets
$136,698
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,738
26.6%
Sales of Assets $10,326
73.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,833
69.2%
Compensation of Officers* $2,643
37.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $136,698
Total Liabilities $0
Net Assets $136,698

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,837
Expenses
$9,015
Net Income
-$4,178
Net Assets
$129,215
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,815
78.9%
Sales of Assets $1,022
21.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,122
79.0%
Compensation of Officers* $2,402
26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $129,215
Total Liabilities $0
Net Assets $129,215

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,654
Expenses
$9,641
Net Income
-$2,987
Net Assets
$133,915
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,878
58.3%
Sales of Assets $2,776
41.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,724
80.1%
Compensation of Officers* $2,045
21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $133,915
Total Liabilities $0
Net Assets $133,915

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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