Civic Intelligence

Moozie Foundation

990PF • Fiscal year 2014 • EIN 27-2612129

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

2101 Cedar Springs RoadDallas, TX 75201

(214) 849-9000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

98th percentile

245%

Faster asset growth than 98% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

164%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,786,584

Up $1,978,904 (+245%) from 2013

Net Assets

Up

$2,786,584

Up $1,978,904 (+245%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$1,978,636

Up $1,228,636 (+164%) from 2013

Expenses

Up

$5,000

Up $5,000 from 2013

Net Income

Up

$1,973,636

Up $1,223,636 (+163%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $7,680Liabilities 2011: $0Net Assets 2011: $7,6802011Assets 2012: $57,680Liabilities 2012: $0Net Assets 2012: $57,6802012Assets 2013: $807,680Liabilities 2013: $0Net Assets 2013: $807,6802013Assets 2014: $2,786,584Liabilities 2014: $0Net Assets 2014: $2,786,5842014Assets 2015: $2,725,594Liabilities 2015: $0Net Assets 2015: $2,725,5942015Assets 2016: $2,610,631Liabilities 2016: $0Net Assets 2016: $2,610,6312016Assets 2017: $2,760,241Liabilities 2017: $0Net Assets 2017: $2,760,2412017Assets 2018: $4,174,328Liabilities 2018: $0Net Assets 2018: $4,174,3282018Assets 2019: $3,971,361Liabilities 2019: $0Net Assets 2019: $3,971,3612019Assets 2020: $9,679,913Liabilities 2020: $11,500Net Assets 2020: $9,668,4132020Assets 2021: $10,101,527Liabilities 2021: $0Net Assets 2021: $10,101,5272021Assets 2022: $9,407,507Liabilities 2022: $0Net Assets 2022: $9,407,5072022Assets 2023: $9,122,797Liabilities 2023: $0Net Assets 2023: $9,122,7972023Assets 2024: $11,441,064Liabilities 2024: $0Net Assets 2024: $11,441,0642024

Highlighted filing

2014

Assets$2,786,584
Liabilities$0
Net Assets$2,786,584

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $11,5682011Expenses 2012: $02012Revenue 2013: $750,000Expenses 2013: $0Net Income 2013: $750,0002013Revenue 2014: $1,978,636Expenses 2014: $5,000Net Income 2014: $1,973,6362014Revenue 2015: $150,864Expenses 2015: $206,905Net Income 2015: -$56,0412015Revenue 2016: $49,612Expenses 2016: $164,700Net Income 2016: -$115,0882016Revenue 2017: $252,409Expenses 2017: $105,000Net Income 2017: $147,4092017Revenue 2018: $1,579,087Expenses 2018: $165,000Net Income 2018: $1,414,0872018Revenue 2019: $72,760Expenses 2019: $271,056Net Income 2019: -$198,2962019Revenue 2020: $6,216,526Expenses 2020: $519,318Net Income 2020: $5,697,2082020Revenue 2021: $802,514Expenses 2021: $369,688Net Income 2021: $432,8262021Revenue 2022: -$68,139Expenses 2022: $621,493Net Income 2022: -$689,6322022Revenue 2023: $315,608Expenses 2023: $603,750Net Income 2023: -$288,1422023Revenue 2024: $3,042,240Expenses 2024: $722,000Net Income 2024: $2,320,2402024

Highlighted filing

2014

Revenue$1,978,636
Expenses$5,000
Net Income$1,973,636
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caroline Anne HarrisonTrustee-$0--
Haven Sands HeinrichsTrustee-$0--
Lydia Lygon Sands McCutchenTrustee-$0--
Patrick B SandsTrustee-$0--
Wilson Loyd SandsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Moozie Foundation
EIN
27-2612129
Phone
2148499000
Address
2101 Cedar Springs Road, Dallas, TX 75201

Signing Officer

Name
Patrick B Sands
Title
Trustee
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Rosewood Management Corp
Address
2101 Cedar Springs Road Suite 1600, Dallas, TX 75201
Preparer
Karen Herklotz CPA
Phone
2148499075
Raw XML Appendix344 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt144782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt225807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt332398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt455814
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt542091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt640532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt773545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt835269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9378813
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Fortress Micro
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Fortress Small Cap A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Fortress Small Cap B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Fortress Mid Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Fortress Large
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Fortress International A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Fortress International B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Fortress International C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Fortress International D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Fortress Alternative Asset
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt026264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt224872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt333011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt461378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt532685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt637438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt771404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt831149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9363630
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Fortress AlternativeAsset
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Fortress International A
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Fortress International B
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3Fortress International C
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4Fortress International D
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5Fortress Large Cap
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6Fortress Micro
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7Fortress Mid Cap
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8Fortress Small Cap A
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9Fortress Small Cap B
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt013711
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt17038
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2491
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt33528
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4269
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5814
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt6-179
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt72345
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt8-228
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt9837
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd614
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd714
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd814
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd914
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt028636
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt028636
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01950000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01973636
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt028636
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt028626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt028626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt028636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01978636
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01973636
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05268
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02786584
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0807680
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02786584
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt054740
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt054740
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt054740
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055313
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0573
IRS990PF/DistributableAmountGrp/TotalTaxAmt0573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0750
IRS990PF/FMVAssetsEOYAmt02758454
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0807680
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt055680
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt055680
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0753895
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0725765
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0807680
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02786584
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01977008
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01977008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0807680
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02786584
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02758454
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0807680
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02786584
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0807680
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02786584
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01123116
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0174847
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0222504
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016847
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0725765
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt055313
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01106269
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01123116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Caroline Anne Harrison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Haven Sands Heinrichs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lydia Lygon Sands McCutchen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Patrick B Sands
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Wilson Loyd Sands
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02101 Cedar Springs RdSte1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12101 Cedar Springs RdSte1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22101 Cedar Springs RdSte1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32101 Cedar Springs RdSte1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42101 Cedar Springs RdSte1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd475201
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05000
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
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02101 Cedar Springs Rd Suite 1600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Dallas
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Rosewood Management Corp
IRS990PF/StatementsRegardingActyGrp/PhoneNum02148499075
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To assist in advocating for abused and neglected children in the foster care system.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CASA LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0201 Centre Plaza Drive Suite 1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Monterey Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091754
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0520
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0520
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt049220
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Caroline Rose Hunt
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02101 Cedar Springs Suite 1600
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075201
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01950000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Fortress AlternativeAsset
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Fortress International A
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Fortress International B
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Fortress International C
OtherIncomeSchedule2/OtherIncomeDetail/Desc4Fortress International D
OtherIncomeSchedule2/OtherIncomeDetail/Desc5Fortress Large Cap
OtherIncomeSchedule2/OtherIncomeDetail/Desc6Fortress Micro
OtherIncomeSchedule2/OtherIncomeDetail/Desc7Fortress Mid Cap
OtherIncomeSchedule2/OtherIncomeDetail/Desc8Fortress Small Cap A
OtherIncomeSchedule2/OtherIncomeDetail/Desc9Fortress Small Cap B
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt013711
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt17038
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2491
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt33528
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4269
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5814
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt6-179
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt72345
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt8-228
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt9837
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt013711
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17038
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2491
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt33528
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4269
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5814
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6-179
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt72345
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt8-228
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt9837
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0320
OtherIncreasesSchedule/OtherIncreasesDetail/Amt15
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Other Tax Exempt Income thru K-1s
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Rounding
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Caroline Rose Hunt
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02101 Cedar Springs Road Suite 1600
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Dallas
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd075201
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick B Sands
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Moozie Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MOOZ
ReturnHeader/Filer/EIN0272612129
ReturnHeader/Filer/PhoneNum02148499000
ReturnHeader/Filer/USAddress/AddressLine1Txt02101 Cedar Springs Road
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosewood Management Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 Cedar Springs Road Suite 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum02148499075
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen Herklotz CPA
ReturnHeader/ReturnTs02015-11-13T09:07:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$3.04$0.72$2.32
2023Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.32$0.60$0.29
2022Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.07$0.62$0.69
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.80$0.37$0.43
2020Detailed filing. Detailed filing data is available for this year.$9.68$0.01$9.67$6.22$0.52$5.70
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.07$0.27$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$1.58$0.17$1.41
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.25$0.11$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.05$0.16$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.15$0.21$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.98$0.01$1.97
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.75$0.00$0.75
2012Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01