Civic Intelligence

Trust in Diversity

990PF • Fiscal year 2024 • EIN 04-6747335

Aug 01, 2023 to Jul 31, 2024 • Filed on Feb 10, 2025

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

14th percentile

-26%

Higher net margin than 14% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

27th percentile

-1.6%

Faster asset growth than 27% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-5.3%

Faster revenue growth than 25% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,441,613

Down $141,420 (-1.6%) from 2023

Net Assets

Down

$8,441,613

Down $141,420 (-1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin14th percentile

Revenue

Down

$544,933

Down $30,361 (-5.3%) from 2023

Expenses

Up

$686,353

Up $51,499 (+8.1%) from 2023

Net Income

Down

-$141,420

Down $81,860 (-137%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$10M$5.0M$0Assets 2012: $8,326,878Liabilities 2012: $02012Assets 2013: $9,164,437Liabilities 2013: $02013Assets 2014: $8,910,858Liabilities 2014: $02014Assets 2015: $9,121,098Liabilities 2015: $0Net Assets 2015: $9,121,0982015Assets 2016: $9,383,133Liabilities 2016: $0Net Assets 2016: $9,383,1332016Assets 2017: $9,107,137Liabilities 2017: $0Net Assets 2017: $9,107,1372017Assets 2018: $7,863,822Liabilities 2018: $0Net Assets 2018: $7,863,8222018Assets 2019: $8,282,910Liabilities 2019: $0Net Assets 2019: $8,282,9102019Assets 2020: $8,671,433Liabilities 2020: $0Net Assets 2020: $8,671,4332020Assets 2021: $8,411,530Liabilities 2021: $0Net Assets 2021: $8,411,5302021Assets 2022: $8,642,593Liabilities 2022: $0Net Assets 2022: $8,642,5932022Assets 2023: $8,583,033Liabilities 2023: $0Net Assets 2023: $8,583,0332023Assets 2024: $8,441,613Liabilities 2024: $0Net Assets 2024: $8,441,6132024Assets 2025: $9,062,715Liabilities 2025: $0Net Assets 2025: $9,062,7152025

Highlighted filing

2024

Assets$8,441,613
Liabilities$0
Net Assets$8,441,613
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $476,738Expenses 2012: $201,337Net Income 2012: $275,4012012Revenue 2013: $1,079,843Expenses 2013: $187,198Net Income 2013: $892,6452013Revenue 2014: $313,676Expenses 2014: $620,391Net Income 2014: -$306,7152014Revenue 2015: $659,084Expenses 2015: $448,844Net Income 2015: $210,2402015Revenue 2016: $760,911Expenses 2016: $498,876Net Income 2016: $262,0352016Revenue 2017: $487,764Expenses 2017: $763,760Net Income 2017: -$275,9962017Revenue 2018: $301,921Expenses 2018: $1,545,236Net Income 2018: -$1,243,3152018Revenue 2019: $852,212Expenses 2019: $433,124Net Income 2019: $419,0882019Revenue 2020: $1,355,960Expenses 2020: $967,437Net Income 2020: $388,5232020Revenue 2021: $548,515Expenses 2021: $808,418Net Income 2021: -$259,9032021Revenue 2022: $1,045,796Expenses 2022: $814,733Net Income 2022: $231,0632022Revenue 2023: $575,294Expenses 2023: $634,854Net Income 2023: -$59,5602023Revenue 2024: $544,933Expenses 2024: $686,353Net Income 2024: -$141,4202024Revenue 2025: $1,234,387Expenses 2025: $613,285Net Income 2025: $621,1022025

Highlighted filing

2024

Revenue$544,933
Expenses$686,353
Net Income-$141,420
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Feb 10, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eleanor BemisTrustee-$0--
Gordon H BemisTrustee-$0--
Marjorie BemisTrustee-$0--
Alice BuetiTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust in Diversity
EIN
04-6747335
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Alice Bueti
Title
Trustee
Phone
8008391754
Signed
2025-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt025739
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0325502
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0490789
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt049640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt049640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0599
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0669
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt054074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt054074
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0626279
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt054074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0686353
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0544863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0544933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt049640
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt054074
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0109714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01212916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0325502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0325502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01538418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0325502
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-141420
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08441613
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08583033
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08441613
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0600272
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0600272
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0600272
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0607094
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06822
IRS990PF/DistributableAmountGrp/TotalTaxAmt06822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06834
IRS990PF/FMVAssetsEOYAmt012855200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0903542
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0902029
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0855511
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05546739
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05671226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010366643
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08583033
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08441613
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0613263
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0453623
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0453623
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08583033
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08441613
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012855200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08583033
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08441613
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08583033
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08441613
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01519489
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01414735
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01179423
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012326778
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0539153
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011787625
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0184902
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0607094
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012141876
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012326778
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Boston Trust & Walden Company
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt054074
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01 BEACON STREET 34th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Eleanor Bemis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gordon H Bemis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Marjorie Bemis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Alice Bueti
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0626279
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0626279
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,441,613
Liabilities
$0
Net assets
$8,441,613
Revenue
$544,933
Expenses
$686,353
Net income
-$141,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$1.23$0.61$0.62
2024Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.54$0.69$0.14
2023Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.58$0.63$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$1.05$0.81$0.23
2021Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.55$0.81$0.26
2020Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$1.36$0.97$0.39
2019Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.85$0.43$0.42
2018Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.30$1.55$1.24
2017Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.49$0.76$0.28
2016Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$0.76$0.50$0.26
2015Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.66$0.45$0.21
2014Summary only. Only limited summary data is available for this year.$8.91$0.00$0.31$0.62$0.31
2013Summary only. Only limited summary data is available for this year.$9.16$0.00$1.08$0.19$0.89
2012Summary only. Only limited summary data is available for this year.$8.33$0.00$0.48$0.20$0.28