Civic Intelligence

Avalon Foundation

EIN 13-3437931 • Newtown, PA

2976 Windy Bush RoadNewtown, PA 18940
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

1st percentile

-1424%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,886,868

Down $530,270 (-16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,886,868

Down $530,270 (-16%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Down

$37,230

Down $519,425 (-93%) from 2024

Expenses

Down

$567,500

Down $123,604 (-18%) from 2024

Net Income

Down

-$530,270

Down $395,821 (-294%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $7,250,491Liabilities 2012: $02012Assets 2013: $7,354,388Liabilities 2013: $02013Assets 2014: $7,104,016Liabilities 2014: $02014Assets 2015: $6,658,888Liabilities 2015: $02015Assets 2019: $3,350,000Liabilities 2019: $02019Assets 2020: $4,069,414Liabilities 2020: $0Net Assets 2020: $4,069,4142020Assets 2021: $3,950,332Liabilities 2021: $0Net Assets 2021: $3,950,3322021Assets 2022: $4,073,308Liabilities 2022: $0Net Assets 2022: $4,073,3082022Assets 2023: $3,551,587Liabilities 2023: $0Net Assets 2023: $3,551,5872023Assets 2024: $3,417,138Liabilities 2024: $0Net Assets 2024: $3,417,1382024Assets 2025: $2,886,868Liabilities 2025: $0Net Assets 2025: $2,886,8682025

Highlighted filing

2025

Assets$2,886,868
Liabilities$0
Net Assets$2,886,868
Open 2025 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2012: $944,487Expenses 2012: $1,436,109Net Income 2012: -$491,6222012Revenue 2013: $1,361,821Expenses 2013: $1,257,924Net Income 2013: $103,8972013Revenue 2014: $955,194Expenses 2014: $1,205,566Net Income 2014: -$250,3722014Revenue 2015: $783,636Expenses 2015: $1,228,764Net Income 2015: -$445,1282015Revenue 2019: $543,283Expenses 2019: $1,050,086Net Income 2019: -$506,8032019Revenue 2020: $1,133,043Expenses 2020: $413,629Net Income 2020: $719,4142020Revenue 2021: $199,839Expenses 2021: $318,921Net Income 2021: -$119,0822021Revenue 2022: $327,519Expenses 2022: $204,543Net Income 2022: $122,9762022Revenue 2023: $309,489Expenses 2023: $831,210Net Income 2023: -$521,7212023Revenue 2024: $556,655Expenses 2024: $691,104Net Income 2024: -$134,4492024Revenue 2025: $37,230Expenses 2025: $567,500Net Income 2025: -$530,2702025

Highlighted filing

2025

Revenue$37,230
Expenses$567,500
Net Income-$530,270
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,886,868
Liabilities
$0
Net assets
$2,886,868
Revenue
$37,230
Expenses
$567,500
Net income
-$530,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.04$0.57$0.53
2024Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.56$0.69$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.31$0.83$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$0.33$0.20$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.20$0.32$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$1.13$0.41$0.72
2019Summary only. Only limited summary data is available for this year.$3.35$0.00$0.54$1.05$0.51
2015Summary only. Only limited summary data is available for this year.$6.66$0.00$0.78$1.23$0.45
2014Summary only. Only limited summary data is available for this year.$7.10$0.00$0.96$1.21$0.25
2013Summary only. Only limited summary data is available for this year.$7.35$0.00$1.36$1.26$0.10
2012Summary only. Only limited summary data is available for this year.$7.25$0.00$0.94$1.44$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Nov 26, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D MCCARTHYTrustee-$0--
JONATHAN L COHENTrustee-$0--
DEBORAH BERG MCCARTHYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEUREKA FOUNDATIONGENERAL PURPOSEPCEureka, KS, US$550,000
Filing and Contact Details

Filer

Filer Name
Avalon Foundation
EIN
13-3437931
In Care Of
% EY US LLP
Phone
2127733000
Address
2976 Windy Bush Road, Newtown, PA 18940

Signing Officer

Name
Michael D Mccarthy
Title
Trustee
Phone
2127733000
Signed
2025-11-26
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
Rossella Loccisano-Lo Franco
Phone
2127733000
Raw XML Appendix310 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt05500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02750
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0EUREKA FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt001/31/2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0550000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0550000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02024-04-29
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0CHARITABLE SUPPORT FOR MODSCHOOL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt02976 WINDY BUSH ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0NEWTOWN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0PA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd018940
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02025-01-31
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0253755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2500000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3300000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4350000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5895000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0232907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1305471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2821550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3409890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4456050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51131435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACAP STRATEGIC INTERVAL COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MORGAN STANLEY FINANCE LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BNP PARIBAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CANADIAN IMPERIAL BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0132057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt170796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GS VINTAGE VI OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BROAD STREET RE CREDIT PTRS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2POM CO PARTNERS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt084640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2250000
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt025327
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09907
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PASSTHROUGH INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01996
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037230
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037230
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09907
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0550000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0550000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025327
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025327
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-530270
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09907
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09907
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt034480
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01996
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01996
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0552750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0567500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt037230
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GAINS THRU VINTAGE VI OFFSHORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09907
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-530270
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02886868
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03417138
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02886868
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0186942
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0186942
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0186942
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0187421
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0479
IRS990PF/DistributableAmountGrp/TotalTaxAmt0479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03429
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03908
IRS990PF/FMVAssetsEOYAmt03805705
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03417138
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02886868
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0717
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03717
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03717
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02324036
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02324036
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03357303
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0455033
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0452853
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0338423
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0637352
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0106262
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0106262
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03417138
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02886868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03805705
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03417138
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02886868
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03417138
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02886868
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03805506
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0390182
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03061961
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057083
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0353363
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0187421
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03748423
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03805506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL D MCCARTHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JONATHAN L COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DEBORAH BERG MCCARTHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02976 Windy Bush Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12976 Windy Bush Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22976 Windy Bush Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Newtown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Newtown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Newtown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd018940
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd118940
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd218940
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0552750
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0552750
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
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/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/AddressLine1Txt0ONE MANHATTAN WEST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0100018604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EY US LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127733000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL D MCCARTHY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EUREKA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Eureka
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0670450247
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0550000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0186942
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0186942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0500024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0603018
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt068668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0190760
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0190760
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01537518
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0365808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0500024
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0603018
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt068668
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0552750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0365808
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01728278
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01362470
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PASSTHROUGH INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01996
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01996
TaxesSchedule/TaxesDetail/Amt012000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL D MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Avalon Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AVAL
ReturnHeader/Filer/EIN0133437931
ReturnHeader/Filer/InCareOfNm0% EY US LLP
ReturnHeader/Filer/PhoneNum02127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt02976 Windy Bush Road
ReturnHeader/Filer/USAddress/CityNm0Newtown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018940
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rossella Loccisano-Lo Franco
ReturnHeader/ReturnTs02025-11-26T23:16:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits