Civic Intelligence

Apple Valley Foundation

990PF • Fiscal year 2012 • EIN 95-6047057

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

14924 Chamber Lane92307
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$679,132

Flat from 2012

Net Assets

$679,132

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$15,229

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $679,374Liabilities 2010: $0Net Assets 2010: $679,3742010Assets 2011: $670,207Liabilities 2011: $0Net Assets 2011: $670,2072011Assets 2012: $679,132Liabilities 2012: $0Net Assets 2012: $679,1322012Assets 2012: $679,132Liabilities 2012: $12012Assets 2013: $631,852Liabilities 2013: $1Net Assets 2013: $631,8522013Assets 2014: $602,610Liabilities 2014: $1Net Assets 2014: $602,6102014Assets 2015: $603,080Liabilities 2015: $1Net Assets 2015: $603,0802015Assets 2016: $578,208Liabilities 2016: $0Net Assets 2016: $578,2082016Assets 2017: $554,737Liabilities 2017: $0Net Assets 2017: $554,7372017Assets 2018: $552,063Liabilities 2018: $0Net Assets 2018: $552,0632018Assets 2019: $538,764Liabilities 2019: $1Net Assets 2019: $538,7642019Assets 2020: $533,462Liabilities 2020: $1Net Assets 2020: $533,4622020Assets 2021: $531,358Liabilities 2021: $1Net Assets 2021: $531,3582021Assets 2022: $959,002Liabilities 2022: $1Net Assets 2022: $959,0022022Assets 2023: $850,816Liabilities 2023: $1Net Assets 2023: $850,8162023Assets 2024: $1,159,905Liabilities 2024: $0Net Assets 2024: $1,159,9052024

Highlighted filing

2012

Assets$679,132
Liabilities$0
Net Assets$679,132

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $37,4492010Expenses 2011: $31,1432011Expenses 2012: $15,2292012Revenue 2012: $24,154Expenses 2012: $15,229Net Income 2012: $8,9252012Revenue 2013: $19,027Expenses 2013: $65,987Net Income 2013: -$46,9602013Revenue 2014: $17,371Expenses 2014: $46,365Net Income 2014: -$28,9942014Revenue 2015: $17,015Expenses 2015: $16,314Net Income 2015: $7012015Revenue 2016: $16,936Expenses 2016: $41,647Net Income 2016: -$24,7112016Revenue 2017: $12,636Expenses 2017: $36,414Net Income 2017: -$23,7782017Revenue 2018: $11,267Expenses 2018: $14,040Net Income 2018: -$2,7732018Revenue 2019: $12,436Expenses 2019: $25,544Net Income 2019: -$13,1082019Revenue 2020: $13,142Expenses 2020: $19,409Net Income 2020: -$6,2672020Revenue 2021: $36,306Expenses 2021: $38,128Net Income 2021: -$1,8222021Revenue 2022: $361,990Expenses 2022: $15,668Net Income 2022: $346,3222022Revenue 2023: $18,244Expenses 2023: $35,004Net Income 2023: -$16,7602023Revenue 2024: $148,547Expenses 2024: $21,578Net Income 2024: $126,9692024

Highlighted filing

2012

Revenue-
Expenses$15,229
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 14, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frances BassPresident-$0--
Barbara DavissonDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe Blanton-University of Texas at AustinCharitableExemptAustin, TX, US$10,000
Paid GrantApple Valley High SchoolCharitableExemptApple Valley, CA, US$500
Paid GrantBoy Scouts of AmericaCharitableCharitableExemptIrving, TX, US$200
Filing and Contact Details

Filer

EIN
95-6047057
Raw XML Appendix392 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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CashDistributionExplnStmt/Explanation01. Nature and purpose: The organization has entered into "challenge" donation pledge with Victor Valley Community Consert Association. The total pledge is $20,000. The consert association will attempt to collect up to the total $20,000 from other donors. This foundation will contribute an equal amount of funds. The challenge period end on June 30, 2013. If the other pledges do not equal $20,000 the foundation expects to donate the funds in some other manner to the consert association. The foundation has found on previous occasions that the association is a worthy receipient of donations.2. The amount set aside will be paid out by December 31, 2016. The total $20,000 will actually be paid out by December 31,2016. The consert association is celebrating its 50th year of existance and provides the Victor Valley with performances at the Victo Valley Community College Performing Arts Center.3. The project will not be completed by December 31, 2012. Since the donation is in the form of a challenge pledge, the project cannot be completed by the end of the year end being filed. The period was set to end in June of 2013 in order for the consert association to put the challenge out to its possible donors.4. Distributable amounts for any past tax years. The foundation has previously distributed all grants and donations within the tax years involved. There are no prior year outstanding distributable amounts.5. Total amounts of actual payments in cash for exempt purposes in the foundations start-up and full payment periods. Note, there are no corrective payments made.2000 $ 46,5512001 $100,1012002 $303,554Leaving a corpus of $450,2062004 $ 13,000 of $46,715Leaving a corpus of $416,4912005 $ 7,500 of $50,006Leaving a corpus of $373,9852006 $ 23,000 of $48,241Leaving a corpus of $348,7442007 $ 15,150 of $52,889Leaving a corpos of $265,8152008 $ 13,200 of $38,354Leaving undistributed of $25,1542009 $ 30,700 of $40,292Leaving undistributed of $34,7462010 $ 30,303 of $29,122Leaving undistributed of $24,0282011 $ 25,200 of $31,163Leaving undistributed of $29,9912012 $ 10,700 of $25,1362012 Set aside $20,000Leaving undistributed of $24,427
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Barbara Davisson
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IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10The foundation supports arts endeavors throughout the United States.. The support generally includes grants to art museums
IRS990PF/SummaryOfDirectCharitableActy/Description20The foundation supports the local scouts groups and schools
IRS990PF/SummaryOfDirectCharitableActy/Expenses1010000
IRS990PF/SummaryOfDirectCharitableActy/Expenses20700
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Charitable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CharitableCharitable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Charitable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Apple Valley High School
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Boy Scouts of America
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12The Blanton-University of Texas at Austin
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Exempt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1012555 Navajo Rd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111325 West Walnut Hill Ln
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121 Uiversity Station D1303
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Apple Valley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Irving
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Austin
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode072308
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode175038
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode278712
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010700
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0709
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1029991
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted025333
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions030700
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY024624
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear029991
OtherExpensesSchedule/OtherExpenses/Description0Miscellaneous Expenses
OtherExpensesSchedule/OtherExpenses/Description1Insurance
OtherExpensesSchedule/OtherExpenses/Description2Curatorial Expenses
OtherExpensesSchedule/OtherExpenses/Description3Fiing Fees
OtherExpensesSchedule/OtherExpenses/Description4Contract Service
OtherExpensesSchedule/OtherExpenses/Description5Weed Abatement on Property Held
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps40
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps50
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1291
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2767
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome310
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome4140
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome5300
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1291
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2767
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks310
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4140
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks5300
TaxesSchedule/Taxes/Amount01931
TaxesSchedule/Taxes/Amount112
TaxesSchedule/Taxes/Category0Property Tax
TaxesSchedule/Taxes/Category1Excise Tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome01931
TaxesSchedule/Taxes/NetInvestmentIncome112
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0956047057
ReturnHeader/Filer/Name/BusinessNameLine10Apple Valley Foundation
ReturnHeader/Filer/NameControl0APPL
ReturnHeader/Filer/Phone07609461550
ReturnHeader/Filer/USAddress/AddressLine1014924 Chamber Lane
ReturnHeader/Filer/USAddress/City0Apple Valley
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092307
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0Frances Bass
ReturnHeader/Officer/Phone07609461550
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/EIN0953431601
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10James M Quinn CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10P O Box 2585
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Apple Valley
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092307
ReturnHeader/Preparer/Name0James M Quinn
ReturnHeader/Preparer/Phone07602456588
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T22:50:32-05:00

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.$1.16$0.00$1.16$0.15$0.02$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.36$0.02$0.35
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.01$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.01$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.01$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.02$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.02$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.02$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.07$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.02
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$0.02$0.02$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.04