Civic Intelligence

The Winslow Foundation

990PF • Fiscal year 2023 • EIN 22-2778703

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

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

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

8th percentile

-80%

Higher net margin than 8% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$134,391

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

20th percentile

-2.9%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

13%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$28,584,085

Down $841,761 (-2.9%) from 2022

Net Assets

Down

$28,584,085

Down $841,761 (-2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin8th percentile

Revenue

Up

$1,341,160

Up $153,358 (+13%) from 2022

Expenses

Up

$2,409,633

Up $100,118 (+4.3%) from 2022

Net Income

Up

-$1,068,473

Up $53,240 (+4.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$40M$30M$20M$10M$0Assets 2011: $26,808,835Liabilities 2011: $27,6692011Assets 2012: $26,556,524Liabilities 2012: $60,7842012Assets 2013: $27,130,246Liabilities 2013: $36,250Net Assets 2013: $27,093,9962013Assets 2014: $27,216,696Liabilities 2014: $18,000Net Assets 2014: $27,198,6962014Assets 2015: $26,395,067Liabilities 2015: $02015Assets 2017: $25,958,745Liabilities 2017: $0Net Assets 2017: $25,958,7452017Assets 2018: $26,729,662Liabilities 2018: $0Net Assets 2018: $26,729,6622018Assets 2019: $26,337,633Liabilities 2019: $0Net Assets 2019: $26,337,6332019Assets 2020: $29,424,736Liabilities 2020: $0Net Assets 2020: $29,424,7362020Assets 2021: $30,547,559Liabilities 2021: $0Net Assets 2021: $30,547,5592021Assets 2022: $29,425,846Liabilities 2022: $0Net Assets 2022: $29,425,8462022Assets 2023: $28,584,085Liabilities 2023: $0Net Assets 2023: $28,584,0852023Assets 2024: $30,381,441Liabilities 2024: $0Net Assets 2024: $30,381,4412024

Highlighted filing

2023

Assets$28,584,085
Liabilities$0
Net Assets$28,584,085
Open 2023 Filing

Operations Trend

Revenue Growth63rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $895,480Expenses 2011: $1,857,103Net Income 2011: -$961,6232011Revenue 2012: $1,339,685Expenses 2012: $1,546,658Net Income 2012: -$206,9732012Revenue 2013: $2,363,601Expenses 2013: $1,765,345Net Income 2013: $598,2562013Revenue 2014: $1,862,133Expenses 2014: $1,757,433Net Income 2014: $104,7002014Revenue 2015: $2,523,746Expenses 2015: $1,992,681Net Income 2015: $531,0652015Revenue 2017: $2,536,155Expenses 2017: $1,913,711Net Income 2017: $622,4442017Revenue 2018: $2,811,533Expenses 2018: $2,040,616Net Income 2018: $770,9172018Revenue 2019: $1,891,384Expenses 2019: $2,283,413Net Income 2019: -$392,0292019Revenue 2020: $5,769,068Expenses 2020: $2,681,965Net Income 2020: $3,087,1032020Revenue 2021: $3,884,551Expenses 2021: $2,841,728Net Income 2021: $1,042,8232021Revenue 2022: $1,187,802Expenses 2022: $2,309,515Net Income 2022: -$1,121,7132022Revenue 2023: $1,341,160Expenses 2023: $2,409,633Net Income 2023: -$1,068,4732023Revenue 2024: $4,249,645Expenses 2024: $2,452,289Net Income 2024: $1,797,3562024

Highlighted filing

2023

Revenue$1,341,160
Expenses$2,409,633
Net Income-$1,068,473
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Morgan McMillanSec, Executive DirectorFT$118,000$16,391$134,391
Christopher WirthVP, Trustee, Treas-$0--
Kelsey WirthTrustee, Pres-$0--
Wren W WirthTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Winslow Foundation
EIN
22-2778703
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Morgan Mcmillan
Title
Secretary
Phone
8008391754
Signed
2024-11-01
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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt85287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0422052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-510909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt38619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt64360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt910354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11986103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1216834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0422052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt810354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10986103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010889514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt57062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101986103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MAVERICK HOLDINGS C, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MAVERICK HOLDINGS C, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MAVERICK HOLDINGS C, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MAVERICK HOLDINGS C, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MAVERICK HOLDINGS C, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MAVERICK HOLDINGS C, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MAVERICK HOLDINGS C, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MAVERICK HOLDINGS C, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MAVERICK HOLDINGS C, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ROCKSPRING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DISTRIBUTION IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0951796
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1068473
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0226712
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028584085
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029425846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028584085
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02181160
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01954493
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02181160
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01969189
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0226667
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014696
IRS990PF/DistributableAmountGrp/TotalTaxAmt014696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt017904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt032600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt017904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014696
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt032600
IRS990PF/FMVAssetsEOYAmt041144142
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0198610
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0198610
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0198610
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012865702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013083018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021891153
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013151219
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt011608467
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015338342
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt029425846
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt028584085
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01843167
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0792305
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0792305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt029425846
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028584085
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt041144142
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt029425846
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt028584085
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt029425846
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt028584085
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01565758
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02901685
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02923732
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039983527
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01280734
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt022156801
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0599753
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt016545992
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01969189
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt039383774
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039983527
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Loring Wolcott & Coolidge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Edgewood Management LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0126915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt155982
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0230 Congress Street 12th Fl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1600 STEAMBOAT RD STE 103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1GREENWICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd106830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0118000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt016391
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/PersonNm0Morgan McMillan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Christopher Wirth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kelsey Wirth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Wren W Wirth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Sec, Executive Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, Trustee, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee, Pres
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

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,584,085
Liabilities
$0
Net assets
$28,584,085
Revenue
$1,341,160
Expenses
$2,409,633
Net income
-$1,068,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$4.25$2.45$1.80
2023Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$1.34$2.41$1.07
2022Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$1.19$2.31$1.12
2021Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$3.88$2.84$1.04
2020Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$5.77$2.68$3.09
2019Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$1.89$2.28$0.39
2018Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$2.81$2.04$0.77
2017Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$2.54$1.91$0.62
2015Summary only. Only limited summary data is available for this year.$26.4$0.00$2.52$1.99$0.53
2014Detailed filing. Detailed filing data is available for this year.$27.2$0.02$27.2$1.86$1.76$0.10
2013Detailed filing. Detailed filing data is available for this year.$27.1$0.04$27.1$2.36$1.77$0.60
2012Summary only. Only limited summary data is available for this year.$26.6$0.06$1.34$1.55$0.21
2011Summary only. Only limited summary data is available for this year.$26.8$0.03$0.90$1.86$0.96