Civic Intelligence

The Maxfield Foundation

EIN 77-0099366 • Marble Falls, TX

701 N US Highway 281 H 1006Marble Falls, TX 78654
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-472%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2021

Asset Growth

5th percentile

-31%

Faster asset growth than 5% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-64%

Faster revenue growth than 4% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $62,267 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $62,267 (-100%) from 2022

Revenue

Down

$6,583

Down $384,739 (-98%) from 2022

Expenses

Down

$68,850

Down $4,920,736 (-99%) from 2022

Net Income

Up

-$62,267

Up $4,535,997 (+99%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,482,106Liabilities 2011: $02011Assets 2012: $5,214,466Liabilities 2012: $0Net Assets 2012: $5,214,4662012Assets 2013: $4,791,570Liabilities 2013: $0Net Assets 2013: $4,791,5702013Assets 2014: $4,846,510Liabilities 2014: $0Net Assets 2014: $4,846,5102014Assets 2015: $4,878,746Liabilities 2015: $0Net Assets 2015: $4,878,7462015Assets 2016: $4,839,523Liabilities 2016: $0Net Assets 2016: $4,839,5232016Assets 2017: $5,506,141Liabilities 2017: $0Net Assets 2017: $5,506,1412017Assets 2018: $7,169,647Liabilities 2018: $0Net Assets 2018: $7,169,6472018Assets 2019: $7,193,140Liabilities 2019: $0Net Assets 2019: $7,193,1402019Assets 2020: $6,710,261Liabilities 2020: $0Net Assets 2020: $6,710,2612020Assets 2021: $4,660,531Liabilities 2021: $0Net Assets 2021: $4,660,5312021Assets 2022: $62,267Liabilities 2022: $0Net Assets 2022: $62,2672022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0MRevenue 2011: $259,472Expenses 2011: $817,890Net Income 2011: -$558,4182011Expenses 2012: $591,3172012Revenue 2013: $160,683Expenses 2013: $583,579Net Income 2013: -$422,8962013Revenue 2014: $371,418Expenses 2014: $316,478Net Income 2014: $54,9402014Revenue 2015: $317,017Expenses 2015: $284,781Net Income 2015: $32,2362015Revenue 2016: $212,900Expenses 2016: $252,123Net Income 2016: -$39,2232016Revenue 2017: $846,264Expenses 2017: $179,646Net Income 2017: $666,6182017Revenue 2018: $1,839,258Expenses 2018: $175,752Net Income 2018: $1,663,5062018Revenue 2019: $1,231,506Expenses 2019: $1,208,013Net Income 2019: $23,4932019Revenue 2020: $1,222,507Expenses 2020: $1,705,386Net Income 2020: -$482,8792020Revenue 2021: $434,094Expenses 2021: $2,483,824Net Income 2021: -$2,049,7302021Revenue 2022: $391,322Expenses 2022: $4,989,586Net Income 2022: -$4,598,2642022Revenue 2023: $6,583Expenses 2023: $68,850Net Income 2023: -$62,2672023

Highlighted filing

2023

Revenue$6,583
Expenses$68,850
Net Income-$62,267

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to May 15, 2023
Signed
Feb 1, 2024
Return Version
2023v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT R MAXFIELDPresident-$0--
KATHERINE MAXFIELDVice President-$0--
MELINDA E MAXFIELDVice President-$0--
VALERIE GILLENChief Financial Officer-$0--
MICHAEL P GROOMSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBESSEMER GIVING FUNDTO MAKE GRANTS TO QUALIFIED RECIPIENT CHARITABLE ORGANIZATIONSPUB. CHAR.WOODBRIDGE, NJ, US$61,243
Filing and Contact Details

Filer

Filer Name
The Maxfield Foundation
EIN
77-0099366
Phone
6505591560
Address
701 N US HIGHWAY 281 H 1006, MARBLE FALLS, TX 78654

Signing Officer

Name
Robert Maxfield
Title
President
Phone
6505591560
Signed
2024-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Abbott Stringham & Lynch
Address
1901 S BASCOM AVE STE 105, CAMPBELL, CA 95008
Preparer
William T Melton Jr
Phone
4083778700
Raw XML Appendix328 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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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0TRANSFER OF CASH WITH A FAIR MARKET VALUE OF $61,243 AND COST BASIS OF $61,243. THE DISTRIBUTION CONSTITUTES FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. A RESOLUTION OF TERMINATION WAS ADOPTED BY THE FOUNDATION ON 10-11-22 AND IS ATTACHED TO THIS RETURN. THE FOUNDATION DISSOLVED ITS LEGAL STATUS IN ACCORDANCE WITH CALIFORNIA LAW, AND IS NO LONGER IN EXISTENCE (SEE THE ATTACHED NONPROFIT CERTIFICATE OF DISSOLUTION FROM THE CALIFORNIA SECRETARY OF STATE).
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT R MAXFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHERINE MAXFIELD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORMAL WRITTEN REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT R MAXFIELD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06505591560
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0701 N US HIGHWAY 281 SUITE H 1006
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MARBLE FALLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078654
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PURSUANT TO ARTICLE 2, SECTION 1 OF THE BYLAWS OF THE MAXFIELD FOUNDATION, THE PRIMARY PURPOSE FOR WHICH THIS FOUNDATION IS FORMED IS TO RECEIVE AND MAINTAIN A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY, OR BOTH, AND SUBJECT TO THE RESTRICTIONS AND LIMITATIONS HEREINAFTER SET FORTH, TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR CANCER AND LEUKEMIA RESEARCH EITHER DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE, AS AMENDED, AND ITS REGULATIONS AS THEY NOW EXIST OR AS THEY MAY HEREAFTER BE AMENDED. THE SECONDARY PURPOSE FOR WHICH THIS FOUNDATION IS FORMED IS TO MAKE CONTRIBUTIONS OF FUNDS, AT THE TIMES AND IN AMOUNTS AS DETERMINED BY THE BOARD OF DIRECTORS, TO ORGANIZATIONS UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE, AS AMENDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT R MAXFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt061243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO MAKE GRANTS TO QUALIFIED RECIPIENT CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BESSEMER GIVING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUB. CHAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 WOODBRIDGE CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WOODBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007095
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061243
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0460
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02087191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01291183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0741134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04237471
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt061915
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056048
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02087191
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01291183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0741134
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062375
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt061915
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04237471
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04175556
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01032
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02065
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01033
LiquidationExplanationStmt/ExplanationTxt0THE ORGANIZATION IS FILING A FINAL RETURN FOR THE YEAR DUE TO DISSOLUTION OF THE FOUNDATION. ALL ASSETS HAVE BEEN DISTRIBUTED TO THE BESSEMER GIVING FUND, AN IRC SECTION 501(C)(3) PUBLIC CHARITY, EIN: 13-7111099.
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05851
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05851
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt031
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MAXFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06505591560
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MAXFIELD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAXF
ReturnHeader/Filer/EIN0770099366
ReturnHeader/Filer/PhoneNum06505591560
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 N US HIGHWAY 281 H 1006
ReturnHeader/Filer/USAddress/CityNm0MARBLE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078654
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770051130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABBOTT STRINGHAM & LYNCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01901 S BASCOM AVE STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083778700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM T MELTON JR
ReturnHeader/ReturnTs02024-02-07T12:32:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAXFIELD
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-05-15
ReturnHeader/TaxYr02023

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