Civic Intelligence

Foltz Family Foundation

EIN 26-0356183 • Westfield, NJ

445 E Broad StWestfield, NJ 07090-2123
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

13th percentile

-71%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

38th percentile

-9.8%

Faster asset growth than 38% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-52%

Faster revenue growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$249,941

Up $35,138 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$249,941

Up $35,138 (+16%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Down

$4,553

Down $12,662 (-74%) from 2023

Expenses

Up

$12,193

Up $112 (+0.9%) from 2023

Net Income

Down

-$7,640

Down $12,774 (-249%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$300K$200K$100K$0Assets 2010: $174,865Liabilities 2010: $750Net Assets 2010: $174,1152010Assets 2011: $162,497Liabilities 2011: $0Net Assets 2011: $162,4972011Assets 2012: $171,870Liabilities 2012: $0Net Assets 2012: $171,8702012Assets 2013: $191,088Liabilities 2013: $0Net Assets 2013: $191,0882013Assets 2015: $152,888Liabilities 2015: $0Net Assets 2015: $152,8882015Assets 2016: $189,030Liabilities 2016: $0Net Assets 2016: $189,0302016Assets 2017: $198,457Liabilities 2017: $0Net Assets 2017: $198,4572017Assets 2018: $168,120Liabilities 2018: $0Net Assets 2018: $168,1202018Assets 2019: $187,444Liabilities 2019: $0Net Assets 2019: $187,4442019Assets 2020: $189,775Liabilities 2020: $0Net Assets 2020: $189,7752020Assets 2021: $229,596Liabilities 2021: $0Net Assets 2021: $229,5962021Assets 2022: $207,174Liabilities 2022: $0Net Assets 2022: $207,1742022Assets 2023: $214,803Liabilities 2023: $0Net Assets 2023: $214,8032023Assets 2024: $249,941Liabilities 2024: $0Net Assets 2024: $249,9412024

Highlighted filing

2024

Assets$249,941
Liabilities$0
Net Assets$249,941
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$20K$10K$0-$10K-$20KExpenses 2010: $2,8862010Expenses 2011: $12,3282011Expenses 2012: $5,8272012Revenue 2013: $4,476Expenses 2013: $13,843Net Income 2013: -$9,3672013Revenue 2015: $11,076Expenses 2015: $10,841Net Income 2015: $2352015Revenue 2016: $5,611Expenses 2016: $10,570Net Income 2016: -$4,9592016Revenue 2017: $5,947Expenses 2017: $8,106Net Income 2017: -$2,1592017Revenue 2018: -$6,188Expenses 2018: $10,130Net Income 2018: -$16,3182018Revenue 2019: $5,831Expenses 2019: $10,000Net Income 2019: -$4,1692019Revenue 2020: $18,848Expenses 2020: $8,168Net Income 2020: $10,6802020Revenue 2021: $12,545Expenses 2021: $9,191Net Income 2021: $3,3542021Revenue 2022: $5,959Expenses 2022: $10,198Net Income 2022: -$4,2392022Revenue 2023: $17,215Expenses 2023: $12,081Net Income 2023: $5,1342023Revenue 2024: $4,553Expenses 2024: $12,193Net Income 2024: -$7,6402024

Highlighted filing

2024

Revenue$4,553
Expenses$12,193
Net Income-$7,640
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$249,941
Liabilities
$0
Net assets
$249,941
Revenue
$4,553
Expenses
$12,193
Net income
-$7,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.05$0.12$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.17$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.06$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.13$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.19$0.08$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.10$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.06$0.11$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.11$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.04$0.14$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.75$0.01$1.74$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 18, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David B FoltzPresident/Treasurer-$0--
Robert W FoltzVice President-$0--
Cyrene M FoltzSecretary-$0--
Pamela R FoltzVice President-$0--
Jonathan A FoltzVice President-$0--
Filing and Contact Details

Filer

Filer Name
Foltz Family Foundation
EIN
26-0356183
Phone
9082320292
Address
445 E Broad St, Westfield, NJ 07090-2123

Signing Officer

Name
David B Foltz
Title
President
Phone
9082320292
Signed
2025-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Buttermore and Foltz
Address
445 East Broad Street, Westfield, NJ 07090
Preparer
David B Foltz
Phone
9082320292
Raw XML Appendix346 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02020-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22007-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32007-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42009-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52009-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc072.5751 shs Warner Bros
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc150.00038 shs Viatris
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2100 shs Cisco Systems
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc372.4249 shs Warner Bros
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc420 shs Kyndryl Holdings
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc523.9962 shs Viatris
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01968
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1451
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt23035
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt32868
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt4557
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt5177
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt1FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt2FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt3FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt4FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt5FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0602
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1582
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt24820
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3601
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt4389
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt5279
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm0Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm1Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm2Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm3Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm4Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm5Foundation
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1366
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1131
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21785
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-2267
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-168
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0242094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0242094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Various
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt06336
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1783
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04553
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04553
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06336
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06336
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7640
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07273
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1783
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0113
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0113
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06336
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04553
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0193
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0193
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7640
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt042778
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0249941
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0214803
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0249941
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011914
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011914
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011914
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011999
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt085
IRS990PF/DistributableAmountGrp/TotalTaxAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt02007-08-16
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt085
IRS990PF/FMVAssetsEOYAmt0249941
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02445
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07847
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07847
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0212358
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0242094
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0242094
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0214803
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0249941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0214803
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0249941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0249941
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0214803
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0249941
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0214803
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0249941
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0243636
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010631
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0233005
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03655
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011999
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0239981
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0243636
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David B Foltz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert W Foltz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cyrene M Foltz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Pamela R Foltz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jonathan A Foltz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0215 Tuttle Pkwy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1620 Porter St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2215 Tuttle Pwky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33037 Summer Ln
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt480 Ridgefield Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Westfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Easton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Westfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Bethlehem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Wilton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd118042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd318017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd406897
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt012000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt012000
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/IndividualWithBooksNm0David B Foltz
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0445 East Broad Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Westfield
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007090
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09082320292
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No specific form required
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0dfoltzbaf-law.com
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0David B Foltz
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09082320292
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0445 E Broad St
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Westfield
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0070902123
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0501c3 organizations
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Non
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Gernal Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Moravian University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1River Crossing Y
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Heart of Dinner
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Brainerd Memorial Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Haddam Historical Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Haddam Land Trust
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Chairy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Chairty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4Chairty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01200 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12500 Lower State Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt231 Howard Street 404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3920 Saybrook Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt414 Hayden Hill Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 66
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bethlehem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Doylestown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Haddam
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Haddam
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Haddam
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd018018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd118901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506438
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt011914
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01649
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01563
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt086
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02690
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02604
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Merrill Lynch fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
OtherIncreasesSchedule/OtherIncreasesDetail/Amt042778
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Effect of mark to market on capital gains
TaxesSchedule/TaxesDetail/Amt082
TaxesSchedule/TaxesDetail/Amt131
TaxesSchedule/TaxesDetail/CategoryTxt0Internal Revenue Service
TaxesSchedule/TaxesDetail/CategoryTxt1NJ Annual Fee
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt082
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt131
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David B Foltz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09082320292
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Foltz Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FOLT
ReturnHeader/Filer/EIN0260356183
ReturnHeader/Filer/PhoneNum09082320292
ReturnHeader/Filer/USAddress/AddressLine1Txt0445 E Broad St
ReturnHeader/Filer/USAddress/CityNm0Westfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0070902123
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203924112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Buttermore and Foltz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 East Broad Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007090
ReturnHeader/PreparerPersonGrp/PhoneNum09082320292
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David B Foltz
ReturnHeader/ReturnTs02025-05-18T09:53:54-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.