Civic Intelligence

Cavalier Family Foundation Inc.

990PF • Fiscal year 2011 • EIN 35-2063027

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
8665 Bay Colony Drive Apt 160434108
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

54th percentile

0.5%

Faster asset growth than 54% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$246,355

Up $1,274 (+0.5%) from 2010

Net Assets

Up

$246,355

Up $1,274 (+0.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$15,959

Up $7,487 (+88%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$300K$200K$100K$0Assets 2010: $245,081Liabilities 2010: $0Net Assets 2010: $245,0812010Assets 2011: $246,355Liabilities 2011: $0Net Assets 2011: $246,3552011Assets 2012: $235,153Liabilities 2012: $0Net Assets 2012: $235,1532012Assets 2013: $230,626Liabilities 2013: $0Net Assets 2013: $230,6262013Assets 2014: $222,927Liabilities 2014: $0Net Assets 2014: $222,9272014Assets 2015: $218,430Liabilities 2015: $0Net Assets 2015: $218,4302015Assets 2016: $202,533Liabilities 2016: $0Net Assets 2016: $202,5332016Assets 2020: $203,456Liabilities 2020: $0Net Assets 2020: $203,4562020Assets 2021: $203,269Liabilities 2021: $0Net Assets 2021: $203,2692021Assets 2022: $207,934Liabilities 2022: $0Net Assets 2022: $207,9342022Assets 2023: $189,071Liabilities 2023: $0Net Assets 2023: $189,0712023Assets 2024: $103,653Liabilities 2024: $0Net Assets 2024: $103,6532024

Highlighted filing

2011

Assets$246,355
Liabilities$0
Net Assets$246,355
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $8,4722010Expenses 2011: $15,9592011Expenses 2012: $20,1272012Revenue 2013: $15,212Expenses 2013: $18,028Net Income 2013: -$2,8162013Revenue 2014: $13,919Expenses 2014: $20,548Net Income 2014: -$6,6292014Revenue 2015: $8,244Expenses 2015: $12,111Net Income 2015: -$3,8672015Revenue 2016: -$1,015Expenses 2016: $14,163Net Income 2016: -$15,1782016Revenue 2020: $13,084Expenses 2020: $13,055Net Income 2020: $292020Revenue 2021: $22,320Expenses 2021: $22,535Net Income 2021: -$2152021Revenue 2022: $18,048Expenses 2022: $13,383Net Income 2022: $4,6652022Revenue 2023: $269Expenses 2023: $19,132Net Income 2023: -$18,8632023Revenue 2024: $72,031Expenses 2024: $157,449Net Income 2024: -$85,4182024

Highlighted filing

2011

Revenue-
Expenses$15,959
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eurelio CavalierPresident-$0--
Shirley CavalierV. President-$0--
Lisa JenningsOfficer-$0--
Kim WilkersonOfficer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantIndianapolis OperageneralpublicIndianapolis, IN, US$2,500
Paid GrantIndianapolis Museum of ArtgeneralpublicIndianapolis, IN, US$2,500
Paid GrantPhiladelphi University of SciencegeneralpublicPhiladelphia, PA, US$2,500
Paid GrantSt Vincent FoundationgeneralpublicIndianapolis, IN, US$2,500
Paid GrantTraders Point Hunt CharitygeneralpublicZionsville, IN, US$2,000
Paid GrantBay Colony Scholarship FundgeneralpublicNaples, FL, US$500
Paid GrantFirst Book FoundationgeneralpublicWashington, DC, US$500
Filing and Contact Details

Filer

EIN
35-2063027
Raw XML Appendix372 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
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome01500
AccountingFeesSchedule/AccountingFees/Amount01500
AccountingFeesSchedule/AccountingFees/Category0Michael Associates, LLC
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis076134
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis155744
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis277152
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02011-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12009-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22009-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02011-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice040659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice136469
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice237742
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Various stocks
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1Various stocks
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2Corporate notes
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual0Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual1Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual2Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet02592
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet18597
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2834
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0101888
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV097408
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0Stifel Investments
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0128198
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0139862
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Steifel investments
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount06861
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount06861
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA06861
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome03902
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm010372
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps013000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss013000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm06861
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm06861
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss06861
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01274
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0114887
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss010372
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome014274
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm01358
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm01358
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01358
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm0101
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0101
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome06861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm02959
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps013000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02959
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss015959
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome017233
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses017233
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm02959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02959
IRS990PF/BalanceSheets/CapitalStockBOY0245081
IRS990PF/BalanceSheets/CapitalStockEOY0246355
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY087182
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0101888
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV097408
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0123878
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0128198
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0139862
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY034021
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY016269
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV016269
IRS990PF/BalanceSheets/TotalAssetsBOY0245081
IRS990PF/BalanceSheets/TotalAssetsEOY0246355
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0253539
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0245081
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0246355
IRS990PF/BalanceSheets/TotalNetAssetsBOY0245081
IRS990PF/BalanceSheets/TotalNetAssetsEOY0246355
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome010372
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis038067
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis127872
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis238576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-07-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-05-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-10-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-01-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Various stocks
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Various stocks
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Corporate notes
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02592
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss18597
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-834
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses02592
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18597
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-834
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice040659
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice136469
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice237742
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss02592
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01274
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0246355
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0245081
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0246355
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted011908
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj011908
IRS990PF/DistributableAmount/DistributableAmountBeforeDed011908
IRS990PF/DistributableAmount/MinimumInvestmentReturn012193
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0285
IRS990PF/DistributableAmount/TotalTax0285
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0518
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0803
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0285
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0518
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0285
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0285
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn0803
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0803
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0253539
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0247574
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances025215
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0222359
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03714
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn012193
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0243860
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0247574
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition2001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition3001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Eurelio Cavalier
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Shirley Cavalier
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Lisa Jennings
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Kim Wilkerson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1V. President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Officer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Officer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Bay Colony
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11Bay Colony
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12Bay Colony
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13Bay Colony
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Naples
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Naples
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Naples
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Naples
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode034108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode134108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode234108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode334108
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct014435
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets014292
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.058607
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.020844
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.065189
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.044980
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.096488
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear50000.065535
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0243860
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10247070
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20246652
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30322364
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40297487
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50275273
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0143
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions013000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear105150
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2016079
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3014500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4028704
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5018040
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.293036
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions013000
IRS990PF/QualifyingDistributions/ExpensesAndContributions013000
IRS990PF/QualifyingDistributions/QualifyingDistributions013000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Eurelio Cavalier
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02395929971
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108665 Bay Colony Drive
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Naples
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode034108
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10None
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10None
IRS990PF/SumOfProgramRelatedInvestments/Description20None
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0See attached statement
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0See attached statement
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02395929971
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0See attached statement
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0See attached statement
IRS990PF/SupplementaryInformation/ContributingManager0Eurelio Cavalier
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0general
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1general
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2general
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3general
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4general
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5general
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6general
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Bay Colony Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11First Book Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Indianapolis Opera
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Indianapolis Museum of Art
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Philadelphi University of Science
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Traders Point Hunt Charity
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16St Vincent Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine108700 Bay Colony
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111319 F St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12250 E 38th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine134000 Michigan Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14640 South Forty Third
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO Box 402
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine168402 Harcourt Rd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Naples
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Washington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Indianapolis
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Indianapolis
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Philadelphia
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Zionsville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Indianapolis
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode034108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode120004
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode246205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode346208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode419104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode546077
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode646260
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear011908
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted011908
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear204088
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4013857
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear019037
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01092
IRS990PF/UndistributedIncome/ExcessFromYear204088
IRS990PF/UndistributedIncome/ExcessFromYear4013857
IRS990PF/UndistributedIncome/QualifyingDistributions013000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01092
IRS990PF/UndistributedIncome/TotalCorpus019037
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover017945
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome01358
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01358
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Stifel Nicolaus - investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01358
TaxesSchedule/Taxes/AdjustedNetIncome0101
TaxesSchedule/Taxes/Amount0101
TaxesSchedule/Taxes/Category0Foreign taxes withheld
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0101
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0352063027
ReturnHeader/Filer/Name/BusinessNameLine10Cavalier Foundation Inc
ReturnHeader/Filer/NameControl0CAVA
ReturnHeader/Filer/Phone02395929971
ReturnHeader/Filer/USAddress/AddressLine108665 Bay Colony Drive Apt 1604
ReturnHeader/Filer/USAddress/City0Naples
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034108
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0Eurelio Cavalier
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02012-05-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Michael Associates LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine109225 Priority Way W Dr Suite 340
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Indianapolis
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode046240
ReturnHeader/Preparer/Name0Leslie Michael
ReturnHeader/Preparer/Phone03175742124
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-09T16:05:41-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,355
Liabilities
$0
Net assets
$246,355
Revenue
-
Expenses
$15,959
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.72$1.57$0.85
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.00$0.19$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.18$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.22$0.23$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.13$0.13$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.01$0.14$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.08$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.14$0.21$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.15$0.18$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.20
2011Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.08