Civic Intelligence

Mar Vista Investment Partners Charitable

990PF • Fiscal year 2012 • EIN 95-4715090

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 12, 2013

6001 Shady Oak RdRoom/Suite 20055343
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

60th percentile

4.2%

Faster asset growth than 60% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$172,691

Up $6,951 (+4.2%) from 2011

Net Assets

Up

$172,691

Up $7,035 (+4.2%) from 2011

Liabilities

Down

$0

Down $84 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$12,119

Up $8,507 (+236%) from 2011

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.

$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

2012

Assets$172,691
Liabilities$0
Net Assets$172,691

Operations Trend

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

2012

Revenue-
Expenses$12,119
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 12, 2013
Return Version
2012v2.3
Compensation and Service Providers

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantREECE'S RAINBOWCOMMUNITY SERVICESOPERATINGGAITHERSBURG, MD, US$1,000
Paid GrantHENDRICKSON FOUNDATIONCOMMUNITY SERVICESOPERATINGMINNEAPOLIS, MN, US$1,000
Paid GrantTHE NEGU FOUNDATIONCOMMUNITY SERVICESOPERATINGRANCHO SANTA MARGARITA, CA, US$1,000
Paid GrantCHILDREN OF THE NIGHTCHILDREN RESCUEOPERATINGVAN NUYS, CA, US$1,000
Paid GrantAMERICAN RED CROSSMEDICAL SERVICESOPERATINGLOS ANFGELES, CA, US$1,000
Paid GrantNATIONAL BRAIN TUMOR SOCIETYMEDICAL RESEARCHOPERATINGSAN FRANCISCO, CA, US$1,000
Paid GrantGRANT'S GINORMOUS GIFT FDTNCOMMUNITY SERVICESOPERATINGMINNETONKA, MN, US$1,000
Paid GrantDOWN SYNDROME ASSOC MNMEDICAL RESEARCHOPERATINGST PAUL, MN, US$1,000
Paid GrantDOWN SYNDROME ASSOC MNMEDICAL RESEARCHOPERATINGST PAUL, MN, US$1,000
Paid GrantST JUDE CHILDREN'S HOSPITALMEDICAL RESEARCHOPERATINGGARDEN GROVE, CA, US$500
Paid GrantSMILE TRAINCOMMUNITY SERVICESOPERATINGWASHINGTON, DC, US$500
Paid GrantWICHITA STATE UNIVERSITYEDUCATIONOPERATINGWICHITA, KS, US$500
Paid GrantEDEN PRAIRIE HOCKEY ASSNYOUTH SPORTSOPERATINGEDEN PRAIRIE, MN, US$250
Paid GrantMN OVARIAN CANCER ALLIANCEMEDICAL RESEARCHOPERATINGMINNEAPOLIS, MN, US$50
Filing and Contact Details

Filer

EIN
95-4715090
Raw XML Appendix375 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/Amount0550
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING AND TAX
CompensationExplanation/Compensation/PersonName0BRIAN BEH
CompensationExplanation/Compensation/PersonName1BROOKE CLEMENTS
CompensationExplanation/Compensation/PersonName2KATHLEEN VON SCHLEGELL
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0168435
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0WILMINGTON TRUST
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0168435
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount010685
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount010685
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA010685
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps010800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss010800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm010685
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss010685
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1434
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome010410
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0275
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps010800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss012119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome010685
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses010685
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0275
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01319
IRS990PF/BalanceSheets/CashBOY02188
IRS990PF/BalanceSheets/CashEOY02544
IRS990PF/BalanceSheets/CashEOYFMV02544
IRS990PF/BalanceSheets/InvestmentsOtherBOY0160050
IRS990PF/BalanceSheets/InvestmentsOtherEOY0168435
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0168435
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY084
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY0800
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV0800
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable0800
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY03502
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0912
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0912
IRS990PF/BalanceSheets/TotalAssetsBOY0165740
IRS990PF/BalanceSheets/TotalAssetsEOY0172691
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0172691
IRS990PF/BalanceSheets/TotalLiabilitiesBOY084
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0165740
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0172691
IRS990PF/BalanceSheets/TotalNetAssetsBOY0165656
IRS990PF/BalanceSheets/TotalNetAssetsEOY0172691
IRS990PF/BalanceSheets/UnrestrictedBOY0165656
IRS990PF/BalanceSheets/UnrestrictedEOY0172691
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1434
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0-8469
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0164222
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0165656
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0172691
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted08224
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj08224
IRS990PF/DistributableAmount/DistributableAmountBeforeDed08224
IRS990PF/DistributableAmount/MinimumInvestmentReturn08328
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0104
IRS990PF/DistributableAmount/TotalTax0104
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0104
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0104
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0104
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0104
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0172691
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0169100
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04600
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0164500
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02537
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn08328
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0166563
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0169100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
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/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/AdjNonchrtblAssetsAndOnePct04337
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets04233
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.025413
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.015620
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.021979
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.024334
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.016122
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.049008
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0166563
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10171253
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20159244
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30142805
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40155072
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50197029
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0104
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions010800
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear102675
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear203500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear303475
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear402500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear509656
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.127063
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions010696
IRS990PF/QualifyingDistributions/ExpensesAndContributions010800
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0104
IRS990PF/QualifyingDistributions/QualifyingDistributions010800
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/ForeignBank0false
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/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount050
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount10500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount111000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount121000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2COMMUNITY SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3COMMUNITY SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4COMMUNITY SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5COMMUNITY SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHILDREN RESCUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7MEDICAL SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9COMMUNITY SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13YOUTH SPORTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MN OVARIAN CANCER ALLIANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST JUDE CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SMILE TRAIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13REECE'S RAINBOW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14HENDRICKSON FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15THE NEGU FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16CHILDREN OF THE NIGHT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17AMERICAN RED CROSS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18NATIONAL BRAIN TUMOR SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19GRANT'S GINORMOUS GIFT FDTN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110WICHITA STATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111DOWN SYNDROME ASSOC MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112DOWN SYNDROME ASSOC MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113EDEN PRAIRIE HOCKEY ASSN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus13OPERATING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship13NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine104604 CHICAGO AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1112365 S LEWIS ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 96231
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOC 4024
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142015 W FOREST DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 80667
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1614530 SYLVAN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1711355 OHIO AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18100 PINE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine194350 BAKER ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1101845 FAIRMOUNT BOX 0002
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111656 TRANSFER RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112656 TRANSFER RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1137325 BAGPIPE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20SUITE 1250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21SUITE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GARDEN GROVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3GAITHERSBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5RANCHO SANTA MARGARITA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6VAN NUYS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7LOS ANFGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9MINNETONKA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10WICHITA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11ST PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12ST PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13EDEN PRAIRIE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10KS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode055405
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode192840
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode220090
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode320885
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode455407
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode592688
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode691411
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode790025
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode894111
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode955343
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1067260
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1155114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1255114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1355346
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010800
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/AppliedToCurrentYear02262
IRS990PF/UndistributedIncome/AppliedToYear108538
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted08224
IRS990PF/UndistributedIncome/QualifyingDistributions010800
IRS990PF/UndistributedIncome/UndistributedIncomeCY05962
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear08538
OtherDecreasesSchedule/OtherDecreases/Amount0-8469
OtherDecreasesSchedule/OtherDecreases/Description0CHANGE IN UNREALIZED APPRECIATION OF ASSETS
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1MISCELLANEOUS CHARGES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0275
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0275
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue084
OtherLiabilitiesSchedule/OtherLiabilities/Description0PAYABLE FOR SECURITIES PURCH
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShort/BalanceDue0800
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShort/NameOf501c3Organization/BusinessNameLine10DUE FROM ROXBURY CAPITAL MGMNT - CO
TaxesSchedule/Taxes/Amount0409
TaxesSchedule/Taxes/Amount185
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/Category1FTB
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/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-12
ReturnHeader/Officer/Name0BRIAN BEH
ReturnHeader/Officer/Phone09522306143
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-11-07
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T10:55:05-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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