Civic Intelligence

Charles H Phipps Foundation

990PF • Fiscal year 2012 • EIN 75-2750645

May 01, 2011 to Apr 30, 2012 • Filed on May 24, 2012

Organization Profile
C/O MI Trust CO Na11270 W Park Pl S53224
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,199,341

Flat from 2012

Net Assets

$3,199,341

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

$196,708

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.

$6.0M$4.0M$2.0M$0Assets 2010: $3,396,832Liabilities 2010: $0Net Assets 2010: $3,396,8322010Assets 2012: $3,199,341Liabilities 2012: $0Net Assets 2012: $3,199,3412012Assets 2012: $3,199,341Liabilities 2012: $12012Assets 2013: $3,183,143Liabilities 2013: $02013Assets 2014: $4,248,532Liabilities 2014: $02014Assets 2015: $4,316,393Liabilities 2015: $0Net Assets 2015: $4,316,3932015Assets 2016: $4,007,851Liabilities 2016: $0Net Assets 2016: $4,007,8512016Assets 2018: $4,519,927Liabilities 2018: $0Net Assets 2018: $4,519,9272018Assets 2019: $4,732,545Liabilities 2019: $0Net Assets 2019: $4,732,5452019Assets 2020: $4,408,598Liabilities 2020: $0Net Assets 2020: $4,408,5982020Assets 2021: $5,453,413Liabilities 2021: $0Net Assets 2021: $5,453,4132021Assets 2022: $5,067,513Liabilities 2022: $0Net Assets 2022: $5,067,5132022Assets 2023: $3,154,951Liabilities 2023: $12023

Highlighted filing

2012

Assets$3,199,341
Liabilities$0
Net Assets$3,199,341
Open 2012 Filing

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $190,8652010Expenses 2012: $196,7082012Revenue 2012: $106,645Expenses 2012: $196,708Net Income 2012: -$90,0632012Revenue 2013: $193,166Expenses 2013: $198,573Net Income 2013: -$5,4072013Revenue 2014: $241,590Expenses 2014: $214,334Net Income 2014: $27,2562014Revenue 2015: $167,779Expenses 2015: $244,580Net Income 2015: -$76,8012015Revenue 2016: $86,987Expenses 2016: $242,409Net Income 2016: -$155,4222016Revenue 2018: $288,326Expenses 2018: $241,429Net Income 2018: $46,8972018Revenue 2019: $349,147Expenses 2019: $240,876Net Income 2019: $108,2712019Revenue 2020: $265,610Expenses 2020: $260,880Net Income 2020: $4,7302020Revenue 2021: $362,911Expenses 2021: $280,152Net Income 2021: $82,7592021Revenue 2022: $327,976Expenses 2022: $264,586Net Income 2022: $63,3902022Revenue 2023: $258,276Expenses 2023: $332,882Net Income 2023: -$74,6062023

Highlighted filing

2012

Revenue-
Expenses$196,708
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
May 24, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES H PHIPPSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNOTRE DAME SCHOOLEducationN/ADALLAS, TX, US$33,000
Paid GrantDOWN SYNDROME GUILD OF DALLASMedicalN/ARICHARDSON, TX, US$30,000
Paid GrantTHE ARC OF DALLASCommunityN/ADALLAS, TX, US$23,000
Paid GrantCAPITAL AREA FOOD BANKCommunityN/AAUSTIN, TX, US$20,000
Paid GrantMEALS ON WHEELS AUSTINHumanitarianN/AAUSTIN, TX, US$15,000
Paid GrantJUNIOR LEAGUE OF AUSTINCommunityN/AAUSTIN, TX, US$10,000
Paid GrantMISSIONAIRES OF CHARITYHumanitarianN/ADALLAS, TX, US$9,388
Paid GrantCOLLIN COUNTY ADULT CLINICCharitable MedicalN/APLANO, TX, US$7,000
Paid GrantCARITAS OF AUSTINCommunityN/AAUSTIN, TX, US$7,000
Paid GrantJONATHANS PLACECommunityN/AGARLAND, TX, US$7,000
Paid GrantMOBILE LOAVES & FISHESCommunityN/AWEST LAKE HILLS, TX, US$5,200
Paid GrantFAMILY ELDERCAREHumanitarianN/AAUSTIN, TX, US$5,000
Paid GrantVINCARE SERVICES- ST LOUISE HOUSECommunityN/AAUSTIN, TX, US$5,000
Paid GrantSANTA CLARA OF ASSISIEducationN/ADALLAS, TX, US$5,000
Filing and Contact Details

Filer

EIN
75-2750645
Raw XML Appendix399 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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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15COLLIN COUNTY ADULT CLINIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16VINCARE SERVICES- ST LOUISE HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17NOTRE DAME SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18CARITAS OF AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19CAPITAL AREA FOOD BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110MOBILE LOAVES & FISHES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111JUNIOR LEAGUE OF AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112JONATHANS PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113SANTA CLARA OF ASSISI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus13N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102210 HANCOCK DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112704 HARANDALE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123227 E 5TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13701 N CENTRAL EXPRESSWAY SUITE 5-I
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1412700 HILLCREST RD SUITE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152520 AVENUE K SUITE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine162026 GUADALUPE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine172018 ALLEN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18PO BOX 1947
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine198201 S CONGRESS AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1105455 BEE CAVE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1115416 PARKCREST SUITE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1126065 DUCK CREEK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113321 CALUMET AVE A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3RICHARDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5PLANO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10WEST LAKE HILLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12GARLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode078756
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode175216
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode278702
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode375080
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode475230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode575074
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode678705
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode775204
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode8787671947
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode978745
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1078746
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1178731
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1275043
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1375211
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0181588
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/AppliedToCurrentYear0900
IRS990PF/UndistributedIncome/AppliedToYear10181588
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0185813
IRS990PF/UndistributedIncome/QualifyingDistributions0182488
IRS990PF/UndistributedIncome/UndistributedIncomeCY0184913
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0181588
OtherDecreasesSchedule/OtherDecreases/Amount0238
OtherDecreasesSchedule/OtherDecreases/Amount12104
OtherDecreasesSchedule/OtherDecreases/Description0Return of capital adjustment
OtherDecreasesSchedule/OtherDecreases/Description1Accrual & timing difference
OtherExpensesSchedule/OtherExpenses/Description0Foreign Conversion Expense
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome015
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount011718
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1900
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0MARSHALL & ILSLEY AGENCY FEES FOR FOUNDATION ACCOUNT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1Marshall & Ilsley Tax Preparation
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps0900
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome011718
TaxesSchedule/Taxes/Amount01084
TaxesSchedule/Taxes/Amount11403
TaxesSchedule/Taxes/Category0Excise Tax
TaxesSchedule/Taxes/Category1Foreign Tax
TaxesSchedule/Taxes/NetInvestmentIncome01403
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0752750645
ReturnHeader/Filer/Name/BusinessNameLine10CHARLES H PHIPPS FOUNDATION AGENCY
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/Phone04803487702
ReturnHeader/Filer/USAddress/AddressLine10C/O MI TRUST CO NA11270 W PARK PL S
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053224
ReturnHeader/Officer/DateSigned02012-05-24
ReturnHeader/Officer/Name0CHARLES PHIPPS
ReturnHeader/Officer/Phone04803487702
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-06-06
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0LAURA LESPERANCE CPA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-05-01
ReturnHeader/TaxPeriodEndDate02012-04-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-06T08:36:06-07:00

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
$3,199,341
Liabilities
$0
Net assets
$3,199,341
Revenue
-
Expenses
$196,708
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.15$0.00$0.26$0.33$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.33$0.26$0.06
2021Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.36$0.28$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.27$0.26$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.35$0.24$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.29$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.09$0.24$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.17$0.24$0.08
2014Summary only. Only limited summary data is available for this year.$4.25$0.00$0.24$0.21$0.03
2013Summary only. Only limited summary data is available for this year.$3.18$0.00$0.19$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.20
2012Summary only. Only limited summary data is available for this year.$3.20$0.00$0.11$0.20$0.09
2010Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.19