Civic Intelligence

M B Seretean Foundation Inc.

990PF • Fiscal year 2012 • EIN 62-0725600

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 30, 2013

Organization Profile
214 Giardino Way90272
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M 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

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

26th percentile

-3.2%

Faster asset growth than 26% of similar nonprofits.

2012 filings • $5M-$10M 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 / Assets19th percentile

Assets

Down

$9,431,295

Down $311,392 (-3.2%) from 2011

Net Assets

Down

$9,431,295

Down $311,392 (-3.2%) 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

$441,378

Up $21,301 (+5.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$10M$5.0M$0Assets 2011: $9,742,687Liabilities 2011: $0Net Assets 2011: $9,742,6872011Assets 2012: $9,431,295Liabilities 2012: $0Net Assets 2012: $9,431,2952012Assets 2013: $9,508,524Liabilities 2013: $0Net Assets 2013: $9,508,5242013Assets 2014: $9,907,218Liabilities 2014: $0Net Assets 2014: $9,907,2182014Assets 2015: $9,787,398Liabilities 2015: $0Net Assets 2015: $9,787,3982015Assets 2016: $9,509,305Liabilities 2016: $0Net Assets 2016: $9,509,3052016Assets 2017: $9,218,879Liabilities 2017: $0Net Assets 2017: $9,218,8792017Assets 2018: $9,278,953Liabilities 2018: $374,898Net Assets 2018: $8,904,0552018Assets 2019: $9,265,271Liabilities 2019: $695,061Net Assets 2019: $8,570,2102019Assets 2020: $9,223,338Liabilities 2020: $910,550Net Assets 2020: $8,312,7882020Assets 2021: $9,211,962Liabilities 2021: $1,271,044Net Assets 2021: $7,940,9182021Assets 2022: $9,210,240Liabilities 2022: $1,698,267Net Assets 2022: $7,511,9732022Assets 2023: $9,196,896Liabilities 2023: $2,326,319Net Assets 2023: $6,870,5772023Assets 2024: $9,055,445Liabilities 2024: $2,124,669Net Assets 2024: $6,930,7762024

Highlighted filing

2012

Assets$9,431,295
Liabilities$0
Net Assets$9,431,295
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $420,0772011Expenses 2012: $441,3782012Expenses 2013: $502,2952013Revenue 2014: $966,494Expenses 2014: $567,800Net Income 2014: $398,6942014Revenue 2015: $616,080Expenses 2015: $643,425Net Income 2015: -$27,3452015Revenue 2016: $413,093Expenses 2016: $691,186Net Income 2016: -$278,0932016Revenue 2017: $386,409Expenses 2017: $676,835Net Income 2017: -$290,4262017Revenue 2018: $415,709Expenses 2018: $730,533Net Income 2018: -$314,8242018Revenue 2019: $459,153Expenses 2019: $792,998Net Income 2019: -$333,8452019Revenue 2020: $523,169Expenses 2020: $780,591Net Income 2020: -$257,4222020Revenue 2021: $474,562Expenses 2021: $846,432Net Income 2021: -$371,8702021Revenue 2022: $515,616Expenses 2022: $944,561Net Income 2022: -$428,9452022Revenue 2023: $582,447Expenses 2023: $1,223,843Net Income 2023: -$641,3962023Revenue 2024: $1,156,320Expenses 2024: $1,096,121Net Income 2024: $60,1992024

Highlighted filing

2012

Revenue-
Expenses$441,378
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 30, 2013
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY SERETEANPresidentPT$0--
ROBERT BENHAMTreasurerPT$0--
DAVID HOLTTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGOLDMAN SACHS PHILANTHROPY FUNDGENERAL OPERATIONSCHARITABLELATHAM, NY, US$407,000
Paid GrantCROSSROADS SCHOOLGENERAL OPERATIONSCHARITABLESANTA MONICA, CA, US$16,250
Paid GrantFAMILIES W CHILDREN FROM CHINAGENERAL OPERATIONSCHARITABLELOS ANGELES, CA, US$5,000
Paid GrantKRCW RADIO - NPR AFFILIATEGENERAL OPERATIONSCHARITABLEPASCO, WA, US$1,000
Paid GrantFANCY FEET SCHOLARSHIP FUNDGENERAL OPERATIONSCHARITABLEPACIFIC PALISADES, CA, US$1,000
Filing and Contact Details

Filer

EIN
62-0725600
Raw XML Appendix369 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/Amount02800
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02800
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue07694702
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV08962172
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0INVESTMENTS - TD AMERITRADE
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0231870
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-138287
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01124
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount035279
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0129986
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0129986
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02800
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0430250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0430250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0231870
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0231870
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-311392
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice07278425
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01124
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01124
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm02744
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss02744
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-138287
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0170074
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0-54592
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss035279
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm05584
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss05584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0433050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm08328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0441378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0178402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0129986
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm08328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss011128
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY08993575
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY07694702
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV08962172
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY09742687
IRS990PF/BalanceSheets/RetainedEarningsEOY09431295
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0749112
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01736593
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01736593
IRS990PF/BalanceSheets/TotalAssetsBOY09742687
IRS990PF/BalanceSheets/TotalAssetsEOY09431295
IRS990PF/BalanceSheets/TotalAssetsEOYFMV010698765
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY09742687
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY09431295
IRS990PF/BalanceSheets/TotalNetAssetsBOY09742687
IRS990PF/BalanceSheets/TotalNetAssetsEOY09431295
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-138287
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01740588
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis15676124
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12000-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-07-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-07-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-545032
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1406745
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-545032
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1406745
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01195556
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice16082869
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-311392
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal09431295
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY09742687
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY09431295
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0500665
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0500665
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0500665
IRS990PF/DistributableAmount/MinimumInvestmentReturn0502366
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01701
IRS990PF/DistributableAmount/TotalTax01701
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02911
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment04612
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01701
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02911
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01701
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01701
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments04612
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY010698765
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets010200316
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01242853
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities08957463
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0153005
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0502366
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets010047311
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets010200316
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition110.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition25.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0TRACY SERETEAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERT BENHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DAVID HOLT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10214 GIARDINO WAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111850 OVERTON PARK AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12214 GIARDINO WAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PACIFIC PALLASAIDES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MEMPHIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2PACIFIC PALLASAIDES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode090272
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode138112
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode290272
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0369734
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0368033
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.036630
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.044520
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.025136
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.015111
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.064160
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.034221
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets010047311
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear108906979
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear208095384
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear308360864
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear409155846
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear506406916
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01701
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0433050
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10396537
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20203489
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30126345
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40587442
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50219250
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.183148
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0431349
IRS990PF/QualifyingDistributions/ExpensesAndContributions0433050
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01701
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0433050
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROBERT BENHAM
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09012740052
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101850 OVERTON PARK AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MEMPHIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode038112
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ROBERT BENHAM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09012740052
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101850 OVERTON PARK AVENUE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MEMPHIS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode038112
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount016250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4407000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CROSSROADS SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FAMILIES W CHILDREN FROM CHINA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12KRCW RADIO - NPR AFFILIATE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13FANCY FEET SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14GOLDMAN SACHS PHILANTHROPY FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101715 OLYMPIC BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 642560
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12508 W LEWIS STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13881 ALMA REAL DRIVE STE T-27
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1425 BRITISH AMERICAN BOULEVARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SANTA MONICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PASCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PACIFIC PALISADES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4LATHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090404
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode190064
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode299301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode390272
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode412110
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0430250
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear08314
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10424736
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0500665
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0433050
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0492351
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0424736
LegalFeesSchedule/LegalFees/Amount02744
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome02744
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0909
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome134370
OtherIncomeSchedule2/OtherIncome/Description0K-1 INVESTMENT TAXABLE INCOME
OtherIncomeSchedule2/OtherIncome/Description1OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/Description2K-1 INVESTMENT BOOK INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-55501
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1909
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome20
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0909
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks134370
TaxesSchedule/Taxes/Amount05584
TaxesSchedule/Taxes/Category0FOREIGN TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome05584
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0620725600
ReturnHeader/Filer/Name/BusinessNameLine10M B SERETEAN FOUNDATION
ReturnHeader/Filer/NameControl0MBSE
ReturnHeader/Filer/Phone03102307656
ReturnHeader/Filer/USAddress/AddressLine10214 GIARDINO WAY
ReturnHeader/Filer/USAddress/City0PACIFIC PALLASAIDES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090272
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-01-30
ReturnHeader/Officer/Name0TRACY SERETEAN
ReturnHeader/Officer/Phone03102307656
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-01-30
ReturnHeader/PreparerFirm/EIN0560574444
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHERRY BEKAERT LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101029 GREENE STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0AUGUSTA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0GA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode030901
ReturnHeader/Preparer/Name0ELIZABETH MORRISON
ReturnHeader/Preparer/Phone07067243557
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-15T07:16:03-06:00

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
$9,431,295
Liabilities
$0
Net assets
$9,431,295
Revenue
-
Expenses
$441,378
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.06$2.12$6.93$1.16$1.10$0.06
2023Detailed filing. Detailed filing data is available for this year.$9.20$2.33$6.87$0.58$1.22$0.64
2022Detailed filing. Detailed filing data is available for this year.$9.21$1.70$7.51$0.52$0.94$0.43
2021Detailed filing. Detailed filing data is available for this year.$9.21$1.27$7.94$0.47$0.85$0.37
2020Detailed filing. Detailed filing data is available for this year.$9.22$0.91$8.31$0.52$0.78$0.26
2019Detailed filing. Detailed filing data is available for this year.$9.27$0.70$8.57$0.46$0.79$0.33
2018Detailed filing. Detailed filing data is available for this year.$9.28$0.37$8.90$0.42$0.73$0.31
2017Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$0.39$0.68$0.29
2016Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$0.41$0.69$0.28
2015Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$0.62$0.64$0.03
2014Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$0.97$0.57$0.40
2013Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$0.50
2012Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$0.44
2011Detailed filing. Detailed filing data is available for this year.$9.74$0.00$9.74$0.42