Civic Intelligence

Mason and Anna Morfit Foundation

990PF • Fiscal year 2012 • EIN 45-3239331

Oct 01, 2011 to Sep 30, 2012 • Filed on Jan 23, 2013

Organization Profile
435 Pacific Avenue 4th Floor94133
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$903,226

Flat from 2012

Net Assets

$903,226

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$99,983

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $903,226Liabilities 2012: $0Net Assets 2012: $903,2262012Assets 2012: $903,226Liabilities 2012: $12012Assets 2013: $913,610Liabilities 2013: $12013Assets 2014: $3,354,716Liabilities 2014: $560Net Assets 2014: $3,354,1562014Assets 2015: $10,654,751Liabilities 2015: $560Net Assets 2015: $10,654,1912015Assets 2016: $8,667,241Liabilities 2016: $560Net Assets 2016: $8,666,6812016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2012

Assets$903,226
Liabilities$0
Net Assets$903,226
Open 2012 Filing

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2012: $99,9832012Revenue 2012: $1,001,424Expenses 2012: $99,983Net Income 2012: $901,4412012Revenue 2013: $58,850Expenses 2013: $229,969Net Income 2013: -$171,1192013Revenue 2014: $2,093,899Expenses 2014: $507,501Net Income 2014: $1,586,3982014Revenue 2015: $8,896,895Expenses 2015: $1,735,294Net Income 2015: $7,161,6012015Revenue 2016: $294,661Expenses 2016: $2,075,320Net Income 2016: -$1,780,6592016Revenue 2017: $657,348Expenses 2017: $9,061,549Net Income 2017: -$8,404,2012017

Highlighted filing

2012

Revenue-
Expenses$99,983
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Jan 23, 2013
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNA M O MORFITPresident-$0--
GARRISON M MORFITVice President-$0--
GARRISON M MORFITTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST LUKE'S SCHOOLSCHOOL501(C)(3)SAN FRANCISCO, CA, US$100,000
Filing and Contact Details

Filer

EIN
45-3239331
Raw XML Appendix286 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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InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0242
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01182
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01424
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PASSTHRU NET GAIN - VALUEACT CAPITAL PARTNERS, L.P.
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted049301
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj049301
IRS990PF/DistributableAmount/DistributableAmountBeforeDed049301
IRS990PF/DistributableAmount/MinimumInvestmentReturn049329
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome028
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue028
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0903226
IRS990PF/InitialReturn0X
IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances050010
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0951603
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable015024
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0986589
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2GARRISON M MORFIT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103840 CLAY STREET
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04157770601
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0ANNA M O MORFIT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST LUKE'S SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode094109
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/ExcessFromCurrentYear050699
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IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
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OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0-20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13
OtherIncreasesSchedule/OtherIncreases/Amount01785
OtherIncreasesSchedule/OtherIncreases/Description0BOOK TAX DIFFERENCE - VALUEACT CAPITAL PARTNERS, L.P.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0453239331
ReturnHeader/Filer/Name/BusinessNameLine10MASON AND ANNA MORFIT FOUNDATION
ReturnHeader/Filer/NameControl0MASO
ReturnHeader/Filer/Phone04157770601
ReturnHeader/Filer/USAddress/AddressLine10435 PACIFIC AVENUE 4TH FLOOR
ReturnHeader/Filer/USAddress/City0SAN FRANCISCO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094133
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-01-23
ReturnHeader/Officer/Name0GARRISON M MORFIT
ReturnHeader/Officer/Phone04157770601
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/PreparerFirm/EIN0943045739
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BURGESS & COMPANY CPAS INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10100 SPEAR STREET SUITE 1105
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN FRANCISCO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094105
ReturnHeader/Preparer/Name0DAVID RINEHART
ReturnHeader/Preparer/Phone04157770601
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-10-01
ReturnHeader/TaxPeriodEndDate02012-09-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-25T12:24:42-06:00

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
$903,226
Liabilities
$0
Net assets
$903,226
Revenue
-
Expenses
$99,983
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.66$9.06$8.40
2016Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.29$2.08$1.78
2015Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$8.90$1.74$7.16
2014Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$2.09$0.51$1.59
2013Summary only. Only limited summary data is available for this year.$0.91$0.00$0.06$0.23$0.17
2012Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.10
2012Summary only. Only limited summary data is available for this year.$0.90$0.00$1.00$0.10$0.90