Civic Intelligence

Rowe Family Foundation

990PF • Fiscal year 2017 • EIN 20-0721105

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

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

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

49th percentile

4.3%

Faster asset growth than 49% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-45%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$33,681,873

Up $1,391,535 (+4.3%) from 2016

Net Assets

Up

$33,681,873

Up $1,391,535 (+4.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin86th percentile

Revenue

Down

$3,428,872

Down $2,800,976 (-45%) from 2016

Expenses

Up

$2,037,337

Up $452,777 (+29%) from 2016

Net Income

Down

$1,391,535

Down $3,253,753 (-70%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$40M$30M$20M$10M$0Assets 2011: $21,853,597Liabilities 2011: $02011Assets 2012: $24,081,823Liabilities 2012: $02012Assets 2013: $25,346,754Liabilities 2013: $0Net Assets 2013: $25,346,7542013Assets 2014: $26,547,019Liabilities 2014: $0Net Assets 2014: $26,547,0192014Assets 2015: $27,645,050Liabilities 2015: $0Net Assets 2015: $27,645,0502015Assets 2016: $32,290,338Liabilities 2016: $0Net Assets 2016: $32,290,3382016Assets 2017: $33,681,873Liabilities 2017: $0Net Assets 2017: $33,681,8732017Assets 2018: $33,694,874Liabilities 2018: $0Net Assets 2018: $33,694,8742018Assets 2019: $33,381,848Liabilities 2019: $0Net Assets 2019: $33,381,8482019Assets 2020: $33,281,902Liabilities 2020: $0Net Assets 2020: $33,281,9022020Assets 2021: $36,196,184Liabilities 2021: $0Net Assets 2021: $36,196,1842021Assets 2022: $35,317,388Liabilities 2022: $0Net Assets 2022: $35,317,3882022Assets 2023: $34,244,390Liabilities 2023: $0Net Assets 2023: $34,244,3902023Assets 2024: $34,124,941Liabilities 2024: $0Net Assets 2024: $34,124,9412024

Highlighted filing

2017

Assets$33,681,873
Liabilities$0
Net Assets$33,681,873
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $20,277,686Expenses 2011: $351,965Net Income 2011: $19,925,7212011Revenue 2012: $2,569,583Expenses 2012: $341,357Net Income 2012: $2,228,2262012Revenue 2013: $1,597,271Expenses 2013: $332,340Net Income 2013: $1,264,9312013Revenue 2014: $1,478,433Expenses 2014: $278,168Net Income 2014: $1,200,2652014Revenue 2015: $1,401,673Expenses 2015: $303,642Net Income 2015: $1,098,0312015Revenue 2016: $6,229,848Expenses 2016: $1,584,560Net Income 2016: $4,645,2882016Revenue 2017: $3,428,872Expenses 2017: $2,037,337Net Income 2017: $1,391,5352017Revenue 2018: $698,430Expenses 2018: $685,429Net Income 2018: $13,0012018Revenue 2019: $1,267,382Expenses 2019: $1,580,408Net Income 2019: -$313,0262019Revenue 2020: $894,836Expenses 2020: $994,782Net Income 2020: -$99,9462020Revenue 2021: $4,753,755Expenses 2021: $1,839,473Net Income 2021: $2,914,2822021Revenue 2022: $1,146,753Expenses 2022: $2,025,549Net Income 2022: -$878,7962022Revenue 2023: $1,053,662Expenses 2023: $2,126,660Net Income 2023: -$1,072,9982023Revenue 2024: $1,708,979Expenses 2024: $1,828,428Net Income 2024: -$119,4492024

Highlighted filing

2017

Revenue$3,428,872
Expenses$2,037,337
Net Income$1,391,535
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Abigail M RoweVP, Director-$0--
John W RowePres, Director-$0--
Meredith L RoweVP, Director-$0--
Rebecca J RoweVP, Director-$0--
Valerie A RoweSec, Treas, Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEWGeneral & UnrestrictedPCNEW YORK, NY, US$525,000
Paid GrantFORDHAM UNIVERSITYEndowment Fund for scholarships at the School of EducationPCNEW YORK, NY, US$250,000
Paid GrantYOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YORowe Scholars ProjectPCNEW YORK, NY, US$250,000
Paid GrantGENERATIONS UNITED INCGeneral & UnrestrictedPCWASHINGTON, DC, US$137,500
Paid GrantSMITHSONIAN INSTITUTIONNational Museum of the American IndianPCWASHINGTON, DC, US$101,000
Paid GrantINSTITUTE OF MEDICINE NATIONAL ACADEMIES OF SCIENSupport for the NAM Grand Challenge ProgramPCWASHINGTON, DC, US$100,000
Paid GrantMUSEUM OF THE CITY OF NEW YORKfield trips fund and internship programPCNEW YORK, NY, US$100,000
Paid GrantGABRIELLES ANGEL FOUNDATION FOR CANCER RESEARCH INAngel Ball ProgramPCNEW YORK, NY, US$50,000
Paid GrantHARVARD MEDICAL SCHOOLGeneral & UnrestrictedPCBOSTON, MA, US$50,000
Paid GrantINSTITUTE OF MEDICINE NATIONAL ACADEMIES OF SCIENGeneral & UnrestrictedPCWASHINGTON, DC, US$50,000
Paid GrantTRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEWCharitable EventPCNEW YORK, NY, US$50,000
Paid GrantURBAN INSTITUTEGeneral & UnrestrictedPCWASHINGTON, DC, US$50,000
Paid GrantVIVIAN BEAUMONT THEATER INCGeneral & UnrestrictedPCNEW YORK, NY, US$50,000
Paid GrantAMERICAN SOCIETY OF MAMMALOGISTSJames L. Patton AwardPCTOPEKA, KS, US$40,000
Paid GrantCOLAGEGeneral & UnrestrictedPCSEATTLE, WA, US$5,000
Filing and Contact Details

Filer

Filer Name
Rowe Family Foundation
EIN
20-0721105
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
John W Rowe
Title
president
Phone
8008391754
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MAKITA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MICHELIN CIE GEN UNSP/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MR PRICE GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NORDEA BANK AB SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PIMCO LOW DURATION INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PING AN INSURANCE GROUP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PRUDENTIAL PLC SC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PT TELEKOM. IND. TBK ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PUTMAN ABSLT RTRN 500 (Y)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55RED ELECTRICA DE ESPANA SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56RELX PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ROYAL DUTCH SHELL CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58RYANAIR HOLDINGS PLC-ADR COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59RYOHIN KEIKAKU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SAFRAN SA - UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SAMPO PLC UNSPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SANLAM LTD SPONSORED ADR (SOUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SAP AKTIENGESELL ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SHIRE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SONY CORP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66STATOIL ASA ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SUMITOMO MITSUI FINCL GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69T. ROWE PRICE VAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TELENOR ASA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TENCENT HOLDINGS LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TOKYO ELECTRON LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TOUCHSTONE SANDS CAP SEL GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TURKCELL ILETISIM HIZMETLERI A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNILEVER PLC AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VALEO SA SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VANGUARD INTERNATIONAL EXPLORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VANGUARD SHORT-TERM INFLATION-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VICTORY GLOBAL NATURAL RESOURC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VINCI SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WOLTERS KLUWER S/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83YANDEX N V
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0700017
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02727039
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01816
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03428872
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03428872
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02727039
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01808500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01808500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0700017
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0700017
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01391535
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013818644
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01816
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01816
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02727039
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03294467
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt081432
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01755
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt083187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0128680
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0128680
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03970
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016970
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01889932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0134405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02037337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03428872
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03428872
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt081432
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0134405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0228837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011091605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02727039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02727039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013818644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02727039
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01391535
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt033681873
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt032290338
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt033681873
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01626049
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01626049
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01626049
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01658994
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032945
IRS990PF/DistributableAmountGrp/TotalTaxAmt032945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt032945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt016684
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016261
IRS990PF/FMVAssetsEOYAmt034371379
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt031567794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt032236754
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt032926260
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt032290338
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt033681873
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0722544
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01445119
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01445119
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt032290338
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt033681873
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt034371379
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt032290338
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt033681873
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt032290338
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt033681873
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt033685165
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0683170
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt033001995
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0505277
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01658994
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033179888
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt033685165
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0RCL Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Foundation Source
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0128680
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt180682
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Administrative
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt060 E 42nd st suite 2400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt155 Walls Drive 3rd fl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Fairfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010165
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd106824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Abigail M Rowe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John W Rowe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Meredith L Rowe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Rebecca J Rowe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Valerie A Rowe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Pres, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Sec, Treas, Dir
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/AddressLine1Txt4Foundation 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/CityNm4Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DE

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,681,873
Liabilities
$0
Net assets
$33,681,873
Revenue
$3,428,872
Expenses
$2,037,337
Net income
$1,391,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$1.71$1.83$0.12
2023Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$1.05$2.13$1.07
2022Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$1.15$2.03$0.88
2021Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$4.75$1.84$2.91
2020Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$0.89$0.99$0.10
2019Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$1.27$1.58$0.31
2018Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$0.70$0.69$0.01
2017Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$3.43$2.04$1.39
2016Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$6.23$1.58$4.65
2015Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$1.40$0.30$1.10
2014Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$1.48$0.28$1.20
2013Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$1.60$0.33$1.26
2012Summary only. Only limited summary data is available for this year.$24.1$0.00$2.57$0.34$2.23
2011Summary only. Only limited summary data is available for this year.$21.9$0.00$20.3$0.35$19.9