Civic Intelligence

Robert a Fox Family Charitable Foundation

990PF • Fiscal year 2017 • EIN 81-3588184

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 08, 2018

Organization Profile
2019 3rd StreetSanta Monica, CA 90405

(424) 234-3669

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

$4,133,157

No earlier filing loaded for comparison.

Net Assets

$4,133,156

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

$2,227,591

No earlier filing loaded for comparison.

Expenses

$173,217

No earlier filing loaded for comparison.

Net Income

$2,054,374

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $4,133,157Liabilities 2017: $1Net Assets 2017: $4,133,1562017Assets 2018: $4,229,983Liabilities 2018: $0Net Assets 2018: $4,229,9832018Assets 2019: $6,496,366Liabilities 2019: $0Net Assets 2019: $6,496,3662019Assets 2020: $6,178,037Liabilities 2020: $0Net Assets 2020: $6,178,0372020Assets 2021: $6,366,190Liabilities 2021: $0Net Assets 2021: $6,366,1902021Assets 2022: $6,703,396Liabilities 2022: $0Net Assets 2022: $6,703,3962022

Highlighted filing

2017

Assets$4,133,157
Liabilities$1
Net Assets$4,133,156
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $2,227,591Expenses 2017: $173,217Net Income 2017: $2,054,3742017Revenue 2018: $263,485Expenses 2018: $166,658Net Income 2018: $96,8272018Revenue 2019: $2,730,368Expenses 2019: $463,985Net Income 2019: $2,266,3832019Revenue 2020: $200,007Expenses 2020: $518,336Net Income 2020: -$318,3292020Revenue 2021: $677,269Expenses 2021: $489,116Net Income 2021: $188,1532021Revenue 2022: $851,887Expenses 2022: $526,883Net Income 2022: $325,0042022

Highlighted filing

2017

Revenue$2,227,591
Expenses$173,217
Net Income$2,054,374
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee Fox BeauregardPresident-$0--
ROBERT A FOXChairman-$0--
CHRISTINA FOXSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Robert A Fox Family Charitable
EIN
81-3588184
Phone
4242343669
Address
2019 3rd Street, Santa Monica, CA 90405

Signing Officer

Name
Lee Fox Beauregard
Title
President
Signed
2018-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Hing Accountancy Corp
Address
300 North Bayshore Blvd, San Mateo, CA 94401
Preparer
Jim M Hing
Phone
6503401800
Raw XML Appendix367 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt212 YELLOW FERRY DOCK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0The Aurelia Foundation runs the Creative Steps Day Program. This program is for adults with moderate to severe developmental disabilities who are transitioning out of school programs and into community life.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To improve vision screening and intervention for low-income pre-school aged children in the Bay Area, both through direct service provision and through research and advocacy to affect statewide policy.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROVIDE EYE CARE FOR INDIVIDUALS IN THE SOUTHERN CALIFORNIA AREA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3The Westside Center for Independent Living (WCIL) is a consumer-controlled, community-based, cross-disability, nonresidential private nonprofit agency that is designed and operated within a local community by individuals with disabilities and provides an array ofindependent livingservices.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AURELIA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SEE WELL TO LEARN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2USC ROSKI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WCIL DCRC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0POBOX 82
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1550 KEARNY STREET STE 1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21450 SAN PABLO ST STE 4700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt312901 VENICE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PACIFIC PALISADES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290033
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390066
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0160000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02079
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0157921
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0157921
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0160000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0157921
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0157921
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02079
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT A FOX
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ROBERT A FOX
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2ROBERT A FOX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02110 WAVERLEY STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12110 WAVERLEY STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt22110 WAVERLEY STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd294301
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0484408
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1541948
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt21000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0484408
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1541948
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt21000000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc06,638 SHARES OF ALTRIA GROUP INC COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14,796 SHARES OF PHILIP MORRIS COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc215,200 SHARES OF ALTRIA GROUP INC COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-03-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-03-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22017-11-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SOFTWARE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0247
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1227
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt317
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0247
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1227
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt317
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4340
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06003
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CAPITAL GUARDIAN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06003
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ROBERT A FOX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02110 WAVERLEY STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PALO ALTO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094301
TaxesSchedule/TaxesDetail/Amt01008
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX ON INV INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01008
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Fox Beauregard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert A Fox Family Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0813588184
ReturnHeader/Filer/PhoneNum04242343669
ReturnHeader/Filer/USAddress/AddressLine1Txt02019 3rd Street
ReturnHeader/Filer/USAddress/CityNm0Santa Monica
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942685323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hing Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 North Bayshore Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Mateo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094401
ReturnHeader/PreparerPersonGrp/PhoneNum06503401800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM M HING
ReturnHeader/ReturnTs02018-06-11T16:00:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,133,157
Liabilities
$1
Net assets
$4,133,156
Revenue
$2,227,591
Expenses
$173,217
Net income
$2,054,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.00$6.70$0.85$0.53$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.00$6.37$0.68$0.49$0.19
2020Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.20$0.52$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.00$6.50$2.73$0.46$2.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$0.26$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$2.23$0.17$2.05