Civic Intelligence

Mark Foundation

990PF • Fiscal year 2023 • EIN 27-3024112

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile

View Organization Page

300 Crescent Court 800Dallas, TX 75201-1800

(214) 981-9400

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • NTEE T • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2023 filings • NTEE T • $50M-$100M nonprofits • Source year 2023

Net Margin

27th percentile

-47%

Higher net margin than 27% of similar nonprofits.

2023 filings • NTEE T • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$184,654

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2023 filings • NTEE T • $50M-$100M nonprofits • Source year 2023

Asset Growth

20th percentile

-3.5%

Faster asset growth than 20% of similar nonprofits.

2023 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

8.4%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$52,019,100

Down $1,899,764 (-3.5%) from 2022

Net Assets

Down

$52,015,650

Down $1,903,214 (-3.5%) from 2022

Liabilities

Up

$3,450

Up $3,450 from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin27th percentile

Revenue

Up

$3,005,037

Up $233,432 (+8.4%) from 2022

Expenses

Down

$4,408,251

Down $257,256 (-5.5%) from 2022

Net Income

Up

-$1,403,214

Up $490,688 (+26%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$60M$40M$20M$0Assets 2012: $15,395,873Liabilities 2012: $0Net Assets 2012: $15,395,8732012Assets 2020: $55,775,909Liabilities 2020: $6,333Net Assets 2020: $55,769,5762020Assets 2021: $55,812,766Liabilities 2021: $0Net Assets 2021: $55,812,7662021Assets 2022: $53,918,864Liabilities 2022: $0Net Assets 2022: $53,918,8642022Assets 2023: $52,019,100Liabilities 2023: $3,450Net Assets 2023: $52,015,6502023Assets 2024: $54,945,008Liabilities 2024: $0Net Assets 2024: $54,945,0082024

Highlighted filing

2023

Assets$52,019,100
Liabilities$3,450
Net Assets$52,015,650
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2012: $1,014,8672012Revenue 2020: $32,578,134Expenses 2020: $2,438,679Net Income 2020: $30,139,4552020Revenue 2021: $3,639,599Expenses 2021: $3,596,409Net Income 2021: $43,1902021Revenue 2022: $2,771,605Expenses 2022: $4,665,507Net Income 2022: -$1,893,9022022Revenue 2023: $3,005,037Expenses 2023: $4,408,251Net Income 2023: -$1,403,2142023Revenue 2024: $6,672,703Expenses 2024: $3,743,345Net Income 2024: $2,929,3582024

Highlighted filing

2023

Revenue$3,005,037
Expenses$4,408,251
Net Income-$1,403,214
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA KATHERINE ROCHELLECEO/DirectorPT$129,996$54,658$184,654
MARTHA PEAK ROCHELLEDirectorPT$0--
REBECCA ROCHELLEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Mark Foundation
EIN
27-3024112
Phone
2149819400
Address
300 CRESCENT COURT 800, DALLAS, TX 75201-1800

Signing Officer

Name
Martha Peak Rochelle
Title
President
Phone
2149819400
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
The Mb Group LLC
Address
5072 W PLANO PARKWAY SUITE 150, PLANO, TX 75093
Preparer
Janet H Quinones CPA
Phone
4698651040
Raw XML AppendixShowing 400 of 1,025 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PAGE 10 - SIGNATURE SECTION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ADDENDUM TO JURAT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PURSUANT TO SECTION 7701 (a) (36) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, THE UNDERSIGNED IS CONSIDERED AN INCOME TAX RETURN PREPARER WITH RESPECT TO THE 2023 RETURN OF PRIVATE FOUNDATION (FORM 990-PF) AND THE EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) FOR THE MARK FOUNDATION, THE FEDERAL IDENTIFICATION NUMBER FOR WHICH IS (27-3024112). ACCORDINGLY, AS REQUIRED BY SECTION 6695 (b) AND (c) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, THIS ADDENDUM TO JURAT IS ATTACHED TO AND MADE A PART OF THE ABOVE-MENTIONED FORM 990-PF AND FORM 990-T.UNDER PENALTIES OF PERJURY, I DECLARE THAT I HAVE EXAMINED THIS RETURN, INCLUDING THE ACCOMPANYING SCHEDULES AND STATEMENTS, AND BASED ON ALL INFORMATION OF WHICH I HAVE ANY KNOWLEDGE, IT IS TRUE, CORRECT AND COMPLETE. STEPHEN J. FLANAGAN, CPA 10-31-24 P00548849 ------------------------- ----------- ------------- PREPARER DATE PTIN NUMBER 5033 BRIDGE CREEK DRIVE, PLANO TEXAS 75093 ----------------------------------------------------- FIRM ADDRESS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FIFTH AVENUE REAL ASSETS 4 LLC - LONG-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FIFTH AVENUE REAL ASSETS 4 LLC - LONG-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FIFTH AVENUE REAL ASSETS 4 LLC - SECTION 1231 GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FIFTH AVENUE REAL ASSETS 5 LLC - LONG-TERM GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10FIFTH AVENUE REAL ASSETS 5 LLC - SECTION 1231 GAIN (LOSS_
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11FIFTH AVENUE PRIVATE EQUITY 14 LLC - SHORT-TERM CAPITAL GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12FIFTH AVENUE PRIVATE EQUITY 14 LLC - LONG-TERM CAPITAL GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13FIFTH AVENUE PRIVATE EQUITY 15 LLC - SHORT-TERM CAPITAL GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FIFTH AVENUE PRIVATE EQUITY 15 LLC - LONG-TERM CAPITAL GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FIFTH AVENUE PRIVATE EQUITY 15 LLC - SECTION 1231 GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16FIFTH AVENUE PRIVATE EQUITY 16 LLC - SHORT-TERM CAPITAL GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17FIFTH AVENUE PRIVATE EQUITY 16 LLC - LONG-TERM CAPITAL GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18FIFTH AVENUE PRIVATE EQUITY 17 LLC - SHORT-TERM CAPITAL GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19FIFTH AVENUE PRIVATE EQUITY 17 LLC - LONG-TERM CAPITAL GAIN (LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0308003
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1403214
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0500000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt052515650
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt053918864
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt052015650
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03615450
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03565792
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03615450
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0661
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03600697
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt049658
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt034244
IRS990PF/DistributableAmountGrp/TotalTaxAmt034905
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt048897
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt034244
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt034244
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt034244
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt048897
IRS990PF/FMVAssetsEOYAmt074037660
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt094076
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt090391
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt094076
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt094076
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01138802
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt049318
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt049318
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt043066335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt043847949
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt060680007
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01614
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03951
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01046
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02337
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02337
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01244944
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0695286
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0692755
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06881346
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt07330134
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012519167
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03450
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt053918864
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt052015650
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt053918864
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt052019100
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt074037660
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt053918864
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt052019100
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt053918864
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt052015650
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01496000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt073110603
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01192721
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt068273345
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01096659
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03644537
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03600697
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt072013944
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt073110603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BESSEMER TRUST COMPANY NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt063614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt152982
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0P O BOX 803878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1100 WOODBRIDGE CENTER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1WOODBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd060680
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd107095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1129996
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt154658
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTHA PEAK ROCHELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURA KATHERINE ROCHELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REBECCA ROCHELLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CEO/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 CRESCENT COURT SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 CRESCENT COURT SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2300 CRESCENT COURT SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd275201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03811955
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03811955
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CO BESSEMER TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 CRESCENT COURT SUITE 800
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02149819400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0ON FEBRUARY 22, 2013 THE FOUNDATION MADE A LOAN TO THEARMSTRONG COMMUNITY MUSIC SCHOOL OF AUSTIN, TEXAS. THE PURPOSE OF THE LOAN WAS IN FURTHERANCE OF THE CHARITABLE PURPOSE OF THE FOUNDATION. THE LOAN BEARS AN INTERESTRATE OF 0% AND WAS ORIGINALLY DUE ON FEBRUARY 6, 2023. THE ORIGINAL PRINCIPLE AMOUNT OF THE NOTE WAS $1,653,930. THE DUE DATE OF THE NOTE WAS EXTENDED IN 2023 TO JUNE 6, 2043. ON THE DATE OF THE EXTENSION $500,000 OF THE NOTE WAS ALSO FORGIVEN. THE OUTSTANDING BALANCE OF THE NOTE AT DECEMBER 31, 2023 IS $695,286. THE ADDRESS OF ARMSTRONG COMMUNITY MUSIC SCHOOL IS 404 CAMP CRAFT ROAD, AUSTIN, TEXAS 78746.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100000

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,019,100
Liabilities
$3,450
Net assets
$52,015,650
Revenue
$3,005,037
Expenses
$4,408,251
Net income
-$1,403,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.9$0.00$54.9$6.67$3.74$2.93
2023Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$3.01$4.41$1.40
2022Detailed filing. Detailed filing data is available for this year.$53.9$0.00$53.9$2.77$4.67$1.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$0.00$55.8$3.64$3.60$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$0.01$55.8$32.6$2.44$30.1
2012Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$1.01