Civic Intelligence

Cavalier Family Foundation Inc.

990PF • Fiscal year 2012 • EIN 35-2063027

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$235,153

Down $11,202 (-4.5%) from 2011

Net Assets

Down

$235,153

Down $11,202 (-4.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$20,127

Up $4,168 (+26%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2012

Assets$235,153
Liabilities$0
Net Assets$235,153
Open 2012 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

2012

Revenue-
Expenses$20,127
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay82nd 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 GrantSt Vincents FoundationunrestrictedpublicIndianapolis, IN, US$7,500
Paid GrantIndianapolis OperaunrestrictedpublicIndianapolis, IN, US$2,500
Paid GrantIndianapolis Museum of ArtunrestrictedpublicIndianapolis, IN, US$2,500
Paid GrantPhiladelphia University of SciencesunrestrictedpublicPhiladelphia, PA, US$2,500
Paid GrantImmokalee FoundationunrestrictedpublicNaples, FL, US$1,100
Paid GrantBay Colony Community FundunrestrictedpublicNaples, FL, US$500
Filing and Contact Details

Filer

EIN
35-2063027
Raw XML Appendix359 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/AdjustedNetIncome02000
AccountingFeesSchedule/AccountingFees/Amount02000
AccountingFeesSchedule/AccountingFees/Category0Michael Associates, LLC
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis016073
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis149415
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02012-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12010-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice014669
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice156578
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Stifel - ST Gains
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1Stifel - LT Gains
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual0Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual1Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0-1404
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet17163
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue091680
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV092542
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0Stifel Investments
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0121907
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0141047
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Steifel investments
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount08239
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount05759
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount013998
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA013998
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm05759
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps016600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss016600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm08239
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss08239
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-6129
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice071247
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss05759
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome010471
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm01368
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm01368
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01368
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm0159
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0159
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm03527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps016600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss020127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome013998
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses013998
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm03527
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03527
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03527
IRS990PF/BalanceSheets/CapitalStockBOY0246355
IRS990PF/BalanceSheets/CapitalStockEOY0235153
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0101888
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY091680
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV092542
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0128198
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0121907
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0141047
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY016269
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY021566
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV021566
IRS990PF/BalanceSheets/TotalAssetsBOY0246355
IRS990PF/BalanceSheets/TotalAssetsEOY0235153
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0255155
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0246355
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0235153
IRS990PF/BalanceSheets/TotalNetAssetsBOY0246355
IRS990PF/BalanceSheets/TotalNetAssetsEOY0235153
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome05759
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis016073
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis149415
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-05-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-04-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Stifel - ST Gains
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Stifel - LT Gains
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-1404
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17163
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-1404
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17163
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice014669
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice156578
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-1404
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-6129
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases05073
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0240226
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0246355
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0235153
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted012379
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj012379
IRS990PF/DistributableAmount/DistributableAmountBeforeDed012379
IRS990PF/DistributableAmount/MinimumInvestmentReturn012484
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0105
IRS990PF/DistributableAmount/TotalTax0105
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0413
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0518
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0105
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0413
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0105
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0105
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn0518
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0518
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0255155
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0253476
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances010699
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0242777
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03802
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn012484
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0249674
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0253476
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/AdjNonchrtblAssetsAndOnePct014127
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets014022
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.056162
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.053309
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.020844
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.065189
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.044980
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear50000.096488
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0249674
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10243860
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20247070
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30246652
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40322364
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50297487
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0105
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions016600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1013000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear205150
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3016079
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4014500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5028704
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.280810
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions016495
IRS990PF/QualifyingDistributions/ExpensesAndContributions016600
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0105
IRS990PF/QualifyingDistributions/QualifyingDistributions016600
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/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IN
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/RecipientName0Eurelio Cavalier
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02395929971
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine108665 Bay Colony
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Naples
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode034108
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0See attached statement
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
IRS990PF/SupplementaryInformation/ContributingManager0Eurelio Cavalier
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount57500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Bay Colony Community Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Indianapolis Opera
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Indianapolis Museum of Art
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Philadelphia University of Sciences
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Immokalee Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15St Vincents 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/RecipientRelationship0none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine108700 Bay Colony
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11250 E 38th St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine124700 Michigan
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13640 South Forty Third
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143960 Radio Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine158402 Harcourt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Naples
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Indianapolis
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Indianapolis
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Philadelphia
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Naples
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Indianapolis
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode034108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode146205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode246208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode319104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode434104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode546260
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear016600
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/AppliedToCurrentYear012379
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted012379
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101092
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear304088
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5013857
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5013857
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear09401
IRS990PF/UndistributedIncome/ExcessFromCurrentYear04221
IRS990PF/UndistributedIncome/ExcessFromYear101092
IRS990PF/UndistributedIncome/ExcessFromYear304088
IRS990PF/UndistributedIncome/QualifyingDistributions016600
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus04221
IRS990PF/UndistributedIncome/TotalCorpus023258
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover019037
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount05073
OtherDecreasesSchedule/OtherDecreases/Description0bond amortization
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome01368
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01368
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Stifel Nicolaus - investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01368
TaxesSchedule/Taxes/AdjustedNetIncome0159
TaxesSchedule/Taxes/Amount0159
TaxesSchedule/Taxes/Category0Foreign taxes withheld
TaxesSchedule/Taxes/NetInvestmentIncome0159
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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/DateSigned02013-05-13
ReturnHeader/Officer/Name0Eurelio Cavalier
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02013-05-13
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T09:01:13-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$235,153
Liabilities
$0
Net assets
$235,153
Revenue
-
Expenses
$20,127
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