MOXIE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MOXIE FOUNDATION (EIN 35-2453481)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-05
- IRS object ID
- 201943109349100324
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T20:05:37-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222869788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN KARPA CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 SOUTH AVE E SUITE 301 | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070901454 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352453481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOXIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOXI | BusinessNameControlTxt |
| Phone | 8582558525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9191 TOWNE CENTRE DR STE 410 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921221227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER ZAHN | PersonNm |
| Person Title | PRES/DIRECTOR | PersonTitleTxt |
| Phone | 8582558525 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN KARPA CPA | PreparerPersonNm |
| PTIN | P00181706 | PTIN |
| Phone | 7323960515 | PhoneNum |
| Preparation | 2019-11-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.1.240.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 20:05:37 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 831458B50D86B8F1A0AD4A47C1063997C1B88B91 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 831458B50D86B8F1A0AD4A47C1063997C1B88B91 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,391,780 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,131 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,131 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $439,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $439,923 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $439,923 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,136,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,764,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,136,070 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $79,709 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,590,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,590,124 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $533,763 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $362,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,490 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $25,490 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $336,510 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $58,879 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,005 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $5,005 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $53,874 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $65,009 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,526 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $5,526 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,483 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,690 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,690 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $415,428 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $216,069 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $216,069 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $199,359 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,031 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,031 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $65,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,510 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $893 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $893 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $120,016 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,402 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $11,402 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $108,614 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $144,375 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,648 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $4,648 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $139,727 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $680 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $680 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,508 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,630 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,630 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,878 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,291,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $273,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $273,694 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,007,815 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,255,298 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,255,298 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,546,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $273,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $273,694 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,263,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$956,300 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,316,430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $260,069 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,010 | CashBOYAmt |
| Cash EOY | $63,560 | CashEOYAmt |
| Cash EOYFMV | $63,560 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,265,952 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $544,865 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $544,865 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,807,084 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,515,777 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,610,355 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,723,921 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,581,859 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,744,370 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,200,893 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,363,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,409,288 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $94,173 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,640 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,043 | LandBOYAmt |
| Land EOY | $15,533 | LandEOYAmt |
| Land EOYFMV | $15,000 | LandEOYFMVAmt |
| Other Assets BOY | $4,342 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,342 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,342 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,045,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,088,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,391,780 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $23,045,245 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,088,945 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,045,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,088,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,045,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,088,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,045,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$956,300 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,088,945 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,088,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC SECURITIES-SHORT TERM | P | $9,857,242 | $9,777,533 | $79,709 | $79,709 |
| PUBLIC SECURITIES-LONG TERM | P | $5,907,440 | $4,851,079 | $1,056,361 | $1,056,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,136,070 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $79,709 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $871,490 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,186,782 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037586 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $931,004 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,941,574 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042431 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,577,585 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,155,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065310 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,008,639 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,761,608 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,939,848 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,622,143 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082120 | DistributionYr5Rt |
| Total Distribution | 0.311980 | TotalDistributionRt |
| Average Distribution | 0.062396 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,985,901 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,496,624 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,164 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,509,788 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,263,113 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $13,164 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,164 | SubtotalAmt |
| Tax Based On Investment Income | $13,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,007 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,007 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,843 | OverpaymentAmt |
| Applied To ES Tax | $20,843 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MOXIEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MOXIE FOUNDATION | IndividualWithBooksNm |
| Phone | 8582558525 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9191 TOWNE CENTRE DR STE 410 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921221227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER ZAHN | ||||||||
| 9191 TOWNE CENTRE DR 410 | SAN DIEGO | CA | 921221227 | PRES/DIRECTO | 40.00 | $266,000 | $33,767 | $8,330 |
| IRWIN ZAHN | ||||||||
| 9191 TOWNE CENTRE DR 410 | SAN DIEGO | CA | 921221227 | DIRECTOR | 28.00 | $0 | $0 | $0 |
| KAREN PATERSON | ||||||||
| 9191 TOWNE CENTRE DR 410 | SAN DIEGO | CA | 921221227 | PRGM OFCR/DI | 25.00 | $48,000 | $0 | $0 |
| ELLEN WADDELL | ||||||||
| 9191 TOWNE CENTRE DR 410 | SAN DIEGO | CA | 921221227 | PRGM OFCR/DI | 25.00 | $48,000 | $0 | $0 |
| STEPHEN KARPA | ||||||||
| 9191 TOWNE CENTRE DR 410 | SAN DIEGO | CA | 921221227 | CFO/DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA GREENE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9191 TOWNE CENTRE DR 410 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921221227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC ADM AST | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,495 | CompensationAmt |
| Employee Benefits | $12,489 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US BANK | |||||
| 600 W BROADWAY 1225 | SAN DIEGO | CA | 92101 | INVEST MGMT | $216,069 |
| GARTON & GARTON LLC | |||||
| 46 WEST 87TH ST APT C | NEW YORK | NY | 10024 | PHILANTH CNSLT | $192,815 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MOXIE'S PRIMARY DIRECT CHARITABLE ACTIVITIES ARE IN THE AREA OF ENTREPRENEURSHIP, INNOVATION EDUCATION, AND STEM CELL RESEARCH. THE MAJORITY OF MOXIE'S ACTIVITIES ARE TO: . (I) SUPPORT THE OPERATIONS OF ENTREPRENEURSHIP INCUBATORS, INNOVATION LABS AND CURRICULUM ON UNIVERSITY AND HIGH SCHOOL CAMPUSES. . (II) PROMOTE STUDENT AND FACULTY START-UPS, AND CREATIVE PROBLEM-SOLVING VIA PRIZE COMPETITIONS, PITCHFESTS, MENTORING, SEMINARS, SPEAKERS, INTERNSHIPS, CURRICULUM DEVELOPMENT AND THE LIKE. . (III) SUPPORT OTHER NON-PROFIT ORGANIZATIONS THAT FURTHER SOCIAL ENTREPRENEURSHIP AND SOCIAL INNOVATION ACTIVITIES (BOTH CURRICULAR AND CO-CURRICULAR) IN UNIVERSITIES, COLLEGES, AND HIGH SCHOOLS. . (IV) SUPPORT FUNDAMENTAL, CUTTING EDGE RESEARCH INTO STEM CELL THERAPIES THAT HAVE APPLICATION TO THE PREVENTION AND CURE OF BLINDNESS AND OTHER DISEASES. . . SECONDARY DIRECT CHARITABLE ACTIVITIES INCLUDE EDUCATION AND ECONOMIC EMPOWERMENT OF INDIVIDUALS AND FAMILIES, ENVIRONMENTAL SUSTAINABILITY, AND F | Description1Txt |
| Expenses1 | $2,263,113 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,304,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,021,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,100 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,351,169 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $24,351,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $365,268 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,985,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,199,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,263,113 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,263,113 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,164 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,249,949 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $2,263,113 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $2,263,113 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,263,113 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2013-09-22 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $260,069 | CurrentYearAmt |
| Year1 | $887,031 | Year1Amt |
| Year2 | $96,088 | Year2Amt |
| Year3 | $43,957 | Year3Amt |
| Total | $1,287,145 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $221,059 | CurrentYearAmt |
| Year1 | $753,976 | Year1Amt |
| Year2 | $81,675 | Year2Amt |
| Year3 | $37,363 | Year3Amt |
| Total | $1,094,073 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,263,113 | CurrentYearAmt |
| Year1 | $871,490 | Year1Amt |
| Year2 | $931,004 | Year2Amt |
| Year3 | $526,163 | Year3Amt |
| Total | $4,591,770 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,263,113 | CurrentYearAmt |
| Year1 | $871,490 | Year1Amt |
| Year2 | $931,004 | Year2Amt |
| Year3 | $526,163 | Year3Amt |
| Total | $4,591,770 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $799,530 | CurrentYearAmt |
| Year1 | $772,893 | Year1Amt |
| Year2 | $731,386 | Year2Amt |
| Year3 | $220,871 | Year3Amt |
| Total | $2,524,680 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE SCHEDULE | AddressLine1Txt |
| City | SEE SCHEDULE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC-PUBL CHAR | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $1,255,298 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,255,298 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,131 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $439,923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,136,070 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,590,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,590,124 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FURN & OFFICE EQUIP | 2012-07-01 | $8,673 | $6,815 | S/L | 7.0000 | $1,239 | $105 | $105 |
| FURN & OFFICE EQUIP | 2013-07-01 | $16,579 | $10,658 | S/L | 7.0000 | $2,368 | $201 | $201 |
| FURN & OFFICE EQUIP | 2014-07-01 | $17,542 | $9,323 | S/L | 7.0000 | $2,506 | $213 | $213 |
| FURN & OFFICE EQUIP | 2015-07-01 | $10,192 | $3,088 | S/L | 7.0000 | $1,456 | $124 | $124 |
| FURN & OFFICE EQUIP | 2011-07-01 | $41,187 | $38,246 | S/L | 7.0000 | $2,941 | $250 | $250 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLIC BONDS/FUNDS, AT US BANK | BondNm |
| EOY Book Value | $3,581,859 | EOYBookValueAmt |
| EOYFMV | $3,744,370 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC STOCKS/FUNDS, AT US BANK | StockNm |
| EOY Book Value | $16,515,777 | EOYBookValueAmt |
| EOYFMV | $15,610,355 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLIC REAL EST STOCKS/FNDS AT US BK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,363,009 | BookValueAmt |
| EOYFMV | $1,409,288 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $94,173 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $78,640 | AccumulatedDepreciationAmt |
| Book Value | $15,533 | BookValueAmt |
| EOYFMV | $15,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DOSTART CLAPP & COVENTRY ESQ | CategoryTxt |
| Legal Fees | $3,690 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,690 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE SECURITY DEPOSITS | Desc |
| BOY Book Value | $4,342 | BOYBookValueAmt |
| EOY Book Value | $4,342 | EOYBookValueAmt |
| EOYFMV | $4,342 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| POSTAGE, SHIPPING & MISC | $102 | $102 | ||
| MEMBERSHIP DUES | $19,323 | $17,681 | $1,642 | $1,642 |
| COMPUTER I/T | $13,317 | $12,185 | $1,132 | $1,132 |
| PUBLICITY | $750 | $750 | ||
| PAYROLL & HR PROCESSING | $10,069 | $9,213 | $856 | $856 |
| STATE FILING FEES | $947 | $947 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT-US BANK | $216,069 | $216,069 | $216,069 | |
| PHILANTHROP CNSLT-GARTON GARTON | $192,815 | $192,815 | ||
| PHILANTHROP CNSLT-FNDN ADVISORS | $5,625 | $5,625 | ||
| PHILANTHROP CNSLT-VAN DOLAH | $919 | $919 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN DIV INCOME WITHHOLDING | $1,031 | $1,031 | $1,031 | |
| FEDERAL EXCISE TAX (PVT OP FDN) | $65,000 | $65,000 |