MOXIE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MOXIE FOUNDATION (EIN 35-2453481)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201741309349102354
- Schema version
- 2016v3.0
- 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 | 2017-05-10T12:29:24-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 1103 WESTFIELD AVE | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070651916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | IRWIN ZAHN | PersonNm |
| Person Title | CEO/DIRECTOR | PersonTitleTxt |
| Phone | 8582558525 | PhoneNum |
| Signature | 2017-05-10 | 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 | 2017-05-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 831458B50D86B8F1A0AD4A47C1063997C1B88B91 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 831458B50D86B8F1A0AD4A47C1063997C1B88B91 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,093,300 | 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 | $8,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,221 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,221 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $325,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $325,574 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $325,574 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,930,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,578 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $444,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $444,373 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $333,795 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $330,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,550 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $19,550 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $310,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $125,988 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,709 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $10,709 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $115,279 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $72,907 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,196 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $6,196 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $66,711 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,384 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $22,384 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $271,340 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $181,238 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $181,238 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,102 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,539 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,539 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,539 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $13,453 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $111,913 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,656 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $10,656 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $101,257 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $91,003 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,930 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,930 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $88,073 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $353 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $353 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,889 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,889 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,242 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,117,011 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $237,707 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $237,707 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $865,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,153 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,153 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,182,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $237,707 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $237,707 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $931,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$737,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,666 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $96,088 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,811 | CashBOYAmt |
| Cash EOY | $12,878 | CashEOYAmt |
| Cash EOYFMV | $12,878 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $958,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,067,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,067,609 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,751,095 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,592,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,158,922 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,862,474 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,815,156 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,967,594 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,549,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,935,074 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,850,355 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $94,173 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,676 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $52,950 | LandBOYAmt |
| Land EOY | $39,497 | LandEOYAmt |
| Land EOYFMV | $31,600 | LandEOYFMVAmt |
| Other Assets BOY | $4,342 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,342 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,342 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,204,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,466,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,093,300 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $22,204,785 | UnrestrictedBOYAmt |
| Unrestricted EOY | $21,466,994 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,204,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,466,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,204,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,466,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,204,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$737,791 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,466,994 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,466,994 | 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 | $13,876,350 | $13,927,902 | -$51,552 | -$51,552 |
| PUBLIC SECURITIES-LONG TERM | P | $9,054,613 | $8,892,483 | $162,130 | $162,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,578 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $526,163 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,626,127 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079407 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,008,639 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,761,608 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084533 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,939,848 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,622,143 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082120 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,478,123 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,790,695 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064856 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $704,532 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,525,281 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.278992 | DistributionYr5Rt |
| Total Distribution | 0.589908 | TotalDistributionRt |
| Average Distribution | 0.117982 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,941,574 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,588,711 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,067 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,590,778 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $931,004 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,133 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,133 | SubtotalAmt |
| Tax Based On Investment Income | $4,133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,404 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,404 | TotalPaymentsAndCreditsAmt |
| Overpayment | $18,271 | OverpaymentAmt |
| Applied To ES Tax | $18,271 | 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 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 | $230,000 | $25,980 | $0 |
| IRWIN ZAHN | ||||||||
| 9191 TOWNE CENTRE DR 410 | SAN DIEGO | CA | 921221227 | CEO/DIRECTOR | 32.00 | $0 | $0 | $0 |
| FLORENCE ZAHN | ||||||||
| 9191 TOWNE CENTRE DR 410 | SAN DIEGO | CA | 921221227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN PATERSON | ||||||||
| 9191 TOWNE CENTRE DR 410 | SAN DIEGO | CA | 921221227 | DIRECTOR | 25.00 | $50,000 | $0 | $0 |
| ELLEN WADDELL | ||||||||
| 9191 TOWNE CENTRE DR 410 | SAN DIEGO | CA | 921221227 | SCTY/DIRECTO | 25.00 | $50,000 | $0 | $0 |
| STEPHEN KARPA | ||||||||
| 9191 TOWNE CENTRE DR 410 | SAN DIEGO | CA | 921221227 | CFO/DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY MOZDA | 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 | ADMINISTRATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $69,992 | CompensationAmt |
| Employee Benefits | $207 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US BANK | |||||
| 4747 EXECUTIVE DR 3RD FLR | SAN DIEGO | CA | 92121 | INVEST MGMT | $181,238 |
| GARTON & GARTON LLC | |||||
| 103 WEST 80TH ST | NEW YORK | NY | 10024 | PHILANTH CNSLT | $90,102 |
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 AND EDUCATION. THE MAJORITY OF MOXIE'S ACTIVITIES ARE TO (1) SUPPORT THE OPERATIONS OF ENTREPRENEURSHIP INCUBATORS THAT RESIDE ON UNIVERSITY AND COLLEGE CAMPUSES; (2) PROMOTE STUDENT AND FACULTY START- UPS, AND ENTREPRENEURSHIP EDUCATION VIA PRIZE COMPETITIONS, PITCHFESTS, MENTORING, SEMINARS, SPEAKERS, INTERNSHIPS, AND THE LIKE; (3) SUPPORT OTHER NON-PROFIT ORGANIZATIONS THAT FURTHER SOCIAL ENTREPRENEURSHIP AND SOCIAL INNOVATION ACTIVITIES (BOTH CURRICULAR AND CO-CURRICULAR) IN UNIVERSITIES, COLLEGES, AND HIGH SCHOOLS. SECONDARY DIRECT CHARITABLE ACTIVITIES INCLUDE EDUCATION AND ECONOMIC EMPOWERMENT OF INDIVIDUALS AND FAMILIES. MOXIE'S ENTREPRENEURSHIP AND EDUCATION ACTIVITIES IN UNIVERSITIES AND COLLEGES HAVE PRODUCED TANGIBLE RESULTS. FOR EXAMPLE, THE INCUBATORS HAD NUMEROUS STUDENT AND FACULTY PARTICIPANTS IN ACTIVITIES INCLUDING START-UP ENTERPRISES AND VENTURE TEAMS, BUSINESS PLAN COMPETITIONS, PITCH | Description1Txt |
| Expenses1 | $931,004 | 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 | $21,617,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $616,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,275,710 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $22,275,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $334,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,941,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,097,079 | 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 | $931,004 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $931,004 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $931,004 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $931,004 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $931,004 | RemainingDistriFromCorpusAmt |
| Total Corpus | $931,004 | 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 | $96,088 | CurrentYearAmt |
| Year1 | $43,957 | Year1Amt |
| Total | $140,045 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $81,675 | CurrentYearAmt |
| Year1 | $37,363 | Year1Amt |
| Total | $119,038 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $931,004 | CurrentYearAmt |
| Year1 | $526,163 | Year1Amt |
| Year2 | $464,338 | Year2Amt |
| Year3 | $381,757 | Year3Amt |
| Total | $2,303,262 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $931,004 | CurrentYearAmt |
| Year1 | $526,163 | Year1Amt |
| Year2 | $464,338 | Year2Amt |
| Year3 | $381,757 | Year3Amt |
| Total | $2,303,262 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $731,386 | CurrentYearAmt |
| Year1 | $220,871 | Year1Amt |
| Year2 | $694 | Year2Amt |
| Year3 | $1,475 | Year3Amt |
| Total | $954,426 | 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 | $65,153 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,153 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,221 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $325,574 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,578 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $444,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $444,373 | 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 |
|---|---|---|---|---|---|---|
| FURN & OFFICE EQUIP | 2012-07-01 | $8,673 | $4,337 | S/L | 7.0000 | $1,239 |
| FURN & OFFICE EQUIP | 2013-07-01 | $16,579 | $5,921 | S/L | 7.0000 | $2,368 |
| FURN & OFFICE EQUIP | 2014-07-01 | $17,542 | $4,311 | S/L | 7.0000 | $2,506 |
| FURN & OFFICE EQUIP | 2015-07-01 | $10,192 | $176 | S/L | 7.0000 | $1,456 |
| FURN & OFFICE EQUIP | 2011-07-01 | $41,187 | $26,478 | S/L | 7.0000 | $5,884 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLIC BONDS, AT US BANK | BondNm |
| EOY Book Value | $2,815,156 | EOYBookValueAmt |
| EOYFMV | $2,967,594 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC STOCKS, AT US BANK | StockNm |
| EOY Book Value | $15,592,438 | EOYBookValueAmt |
| EOYFMV | $16,158,922 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLIC REAL ESTATE FUNDS, AT US BANK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,935,074 | BookValueAmt |
| EOYFMV | $1,850,355 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $94,173 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $54,676 | AccumulatedDepreciationAmt |
| Book Value | $39,497 | BookValueAmt |
| EOYFMV | $31,600 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DOSTART CLAPP & COVENTRY | $4,259 | $4,259 |
| KRAMER LEVIN NAFTALIS & FRANKEL | $18,125 | $18,125 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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 | $738 | $738 | ||
| MEMBERSHIP DUES | $32,824 | $32,824 | ||
| COMPUTER I/T | $10,458 | $9,569 | $889 | $889 |
| PUBLICITY | $16,750 | $16,750 | ||
| PAYROLL PROCESSING | $11,761 | $10,761 | $1,000 | $1,000 |
| STATE FILING FEES | $600 | $600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT-US BANK | $181,238 | $181,238 | $181,238 | |
| PHILANTHROP CNSLT-GARTON GARTON | $90,102 | $90,102 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN DIV INCOME WITHHOLDING | CategoryTxt |
| Amt | $4,539 | Amt |
| Net Investment Income | $4,539 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,539 | AdjustedNetIncomeAmt |