Civic Intelligence

Mar Vista Investment Partners Charitable

990PF • Fiscal year 2011 • EIN 95-4715090

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 09, 2012

Organization Profile
6001 Shady Oak RdRoom/Suite 20055343
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

$165,740

No earlier filing loaded for comparison.

Net Assets

$165,656

No earlier filing loaded for comparison.

Liabilities

$84

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$3,612

No earlier filing loaded for comparison.

Net Income

-

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.

$300K$200K$100K$0Assets 2011: $165,740Liabilities 2011: $84Net Assets 2011: $165,6562011Assets 2012: $172,691Liabilities 2012: $0Net Assets 2012: $172,6912012Assets 2013: $173,624Liabilities 2013: $0Net Assets 2013: $173,6242013Assets 2014: $169,251Liabilities 2014: $0Net Assets 2014: $169,2512014Assets 2015: $162,749Liabilities 2015: $0Net Assets 2015: $162,7492015Assets 2016: $166,224Liabilities 2016: $0Net Assets 2016: $166,2242016Assets 2018: $177,340Liabilities 2018: $0Net Assets 2018: $177,3402018Assets 2019: $172,282Liabilities 2019: $02019Assets 2020: $163,372Liabilities 2020: $0Net Assets 2020: $163,3722020Assets 2021: $189,148Liabilities 2021: $0Net Assets 2021: $189,1482021Assets 2022: $195,658Liabilities 2022: $0Net Assets 2022: $195,6582022Assets 2023: $210,728Liabilities 2023: $0Net Assets 2023: $210,7282023Assets 2024: $261,255Liabilities 2024: $0Net Assets 2024: $261,2552024

Highlighted filing

2011

Assets$165,740
Liabilities$84
Net Assets$165,656
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $3,6122011Expenses 2012: $12,1192012Revenue 2013: $6,600Expenses 2013: $7,781Net Income 2013: -$1,1812013Revenue 2014: $3,587Expenses 2014: $7,960Net Income 2014: -$4,3732014Revenue 2015: $4,920Expenses 2015: $11,422Net Income 2015: -$6,5022015Revenue 2016: $12,185Expenses 2016: $8,710Net Income 2016: $3,4752016Revenue 2018: $79,848Expenses 2018: $71,077Net Income 2018: $8,7712018Revenue 2019: $79,426Expenses 2019: $84,484Net Income 2019: -$5,0582019Revenue 2020: $62,730Expenses 2020: $71,640Net Income 2020: -$8,9102020Revenue 2021: $107,933Expenses 2021: $82,157Net Income 2021: $25,7762021Revenue 2022: $83,811Expenses 2022: $76,811Net Income 2022: $7,0002022Revenue 2023: $93,647Expenses 2023: $78,577Net Income 2023: $15,0702023Revenue 2024: $95,193Expenses 2024: $44,099Net Income 2024: $51,0942024

Highlighted filing

2011

Revenue-
Expenses$3,612
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN BEHPresident-$0--
BROOKE CLEMENTSTreasurer-$0--
KATHLEEN VON SCHLEGELLSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDOWN SYNDROME ASSOC MNMEDICAL RESEARCHOPERATINGST PAUL, MN, US$2,000
Paid GrantWICHITA STATE UNIVERSITYEDUCATIONOPERATINGWICHITA, KS, US$500
Paid GrantCITY OF GREGORYSPORTS EQUIPOPERATINGGREGORY, SD, US$100
Paid GrantCROHNS & COLITIS FDTNOPERATINGOPERATINGNEW YORK, NY, US$50
Paid GrantSPECIAL OLYMPICS SOUTH DAKOTAOPERATINGOPERATINGSIOUX FALLS, SD, US$25
Filing and Contact Details

Filer

EIN
95-4715090
Raw XML Appendix295 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/Amount0600
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING AND TAX
CompensationExplanation/Compensation/PersonName0BRIAN BEH
CompensationExplanation/Compensation/PersonName1BROOKE CLEMENTS
CompensationExplanation/Compensation/PersonName2KATHLEEN VON SCHLEGELL
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0160050
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0WILMINGTON TRUST
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0160050
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01313
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount03
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0STATE REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount025
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01341
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01341
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps02675
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss02675
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01313
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01313
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2271
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss03
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01255
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm061
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps02675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01316
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01341
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm061
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0937
IRS990PF/BalanceSheets/CashBOY05495
IRS990PF/BalanceSheets/CashEOY02188
IRS990PF/BalanceSheets/CashEOYFMV02188
IRS990PF/BalanceSheets/InvestmentsOtherBOY0160199
IRS990PF/BalanceSheets/InvestmentsOtherEOY0160050
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0160050
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY088
IRS990PF/BalanceSheets/OtherLiabilitiesEOY084
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02467
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY03502
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV03502
IRS990PF/BalanceSheets/TotalAssetsBOY0168161
IRS990PF/BalanceSheets/TotalAssetsEOY0165740
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0165740
IRS990PF/BalanceSheets/TotalLiabilitiesBOY088
IRS990PF/BalanceSheets/TotalLiabilitiesEOY084
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0168161
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0165740
IRS990PF/BalanceSheets/TotalNetAssetsBOY0168073
IRS990PF/BalanceSheets/TotalNetAssetsEOY0165656
IRS990PF/BalanceSheets/UnrestrictedBOY0168073
IRS990PF/BalanceSheets/UnrestrictedEOY0165656
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2271
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0146
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0165802
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0168073
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0165656
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted08538
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj08538
IRS990PF/DistributableAmount/DistributableAmountBeforeDed08538
IRS990PF/DistributableAmount/MinimumInvestmentReturn08563
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome025
IRS990PF/DistributableAmount/TotalTax025
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax025
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal025
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome025
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue025
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0165740
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0173861
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances06826
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0166950
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02608
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets085
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn08563
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0171253
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0173861
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.25
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/PersonName0BRIAN BEH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BROOKE CLEMENTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2KATHLEEN VON SCHLEGELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106001 SHADY OAK RD STE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine116001 SHADY OAK RD STE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine126001 SHADY OAK RD STE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MINNETONKA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MINNETONKA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MINNETONKA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode055343
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode155353
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode255353
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct05605
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets05592
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.032654
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.021979
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.024334
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.016122
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.049008
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.051829
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0171253
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10159244
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20142805
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30155072
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40197029
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50191978
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome013
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions02675
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear103500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear203475
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear302500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear409656
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear509950
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.163272
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions02675
IRS990PF/QualifyingDistributions/ExpensesAndContributions02675
IRS990PF/QualifyingDistributions/QualifyingDistributions02675
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BRIAN BEH
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09522306143
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine106001 SHADY OAK RD 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MINNETONKA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode055343
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102010
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0true
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount425
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SPORTS EQUIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WICHITA STATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11DOWN SYNDROME ASSOC MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CROHNS & COLITIS FDTN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CITY OF GREGORY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14SPECIAL OLYMPICS SOUTH DAKOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101845 FAIRMOUNT BOX 0002
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11656 TRANSFER RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12386 PARK AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 436
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14305 W 39TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WICHITA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ST PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3GREGORY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SIOUX FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0KS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3SD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4SD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode067260
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode155114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode210016
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode357533
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode457105
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear02675
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/AppliedToYear102675
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted08538
IRS990PF/UndistributedIncome/QualifyingDistributions02675
IRS990PF/UndistributedIncome/TaxableAmount201280
IRS990PF/UndistributedIncome/UndistributedIncomeCY08538
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03955
OtherDecreasesSchedule/OtherDecreases/Amount0146
OtherDecreasesSchedule/OtherDecreases/Description0CHANGE IN UNREALIZED APPRECIATION OF ASSETS
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1MISCELLANEOUS CHARGES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0276
OtherIncomeSchedule2/OtherIncome/Description0STATE REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks025
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue088
OtherLiabilitiesSchedule/OtherLiabilities/Description0PAYABLE FOR SECURITIES PURCH
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue084
TaxesSchedule/Taxes/Amount061
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/NetInvestmentIncome061
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0954715090
ReturnHeader/Filer/Name/BusinessNameLine10THE ROXBURY CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0ROXB
ReturnHeader/Filer/Phone09522306143
ReturnHeader/Filer/USAddress/AddressLine106001 SHADY OAK RD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 200
ReturnHeader/Filer/USAddress/City0MINNETONKA
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055343
ReturnHeader/Officer/DateSigned02012-11-09
ReturnHeader/Officer/Name0BRIAN BEH
ReturnHeader/Officer/Phone09522306143
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-11-12
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ALVAREZ & SHELLEY PROF CORP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1014156 MAGNOLIA BLVD STE 102
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SHERMAN OAKS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode091423
ReturnHeader/Preparer/Name0LOUIS A ALVAREZ
ReturnHeader/Preparer/Phone08185013060
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-12T12:53:35-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,740
Liabilities
$84
Net assets
$165,656
Revenue
-
Expenses
$3,612
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.95$0.44$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.94$0.79$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.84$0.77$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$1.08$0.82$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.63$0.72$0.09
2019Summary only. Only limited summary data is available for this year.$1.72$0.00$0.79$0.84$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.80$0.71$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.12$0.09$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.05$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.04$0.08$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.07$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04