Civic Intelligence

Affluere Foundation

990PF • Fiscal year 2015 • EIN 26-1531229

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 19, 2016

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

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$289,847

Up $32,810 (+13%) from 2014

Net Assets

Up

$289,847

Up $32,810 (+13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin96th percentile

Revenue

Down

$41,673

Down $6,478 (-13%) from 2014

Expenses

Down

$8,863

Down $2,547 (-22%) from 2014

Net Income

Down

$32,810

Down $3,931 (-11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$400K$300K$200K$100K$0Assets 2010: $201,651Liabilities 2010: $0Net Assets 2010: $201,6512010Assets 2011: $207,250Liabilities 2011: $0Net Assets 2011: $207,2502011Assets 2012: $220,772Liabilities 2012: $0Net Assets 2012: $220,7722012Assets 2013: $220,296Liabilities 2013: $0Net Assets 2013: $220,2962013Assets 2014: $257,037Liabilities 2014: $0Net Assets 2014: $257,0372014Assets 2015: $289,847Liabilities 2015: $0Net Assets 2015: $289,8472015Assets 2016: $281,546Liabilities 2016: $0Net Assets 2016: $281,5462016Assets 2017: $284,756Liabilities 2017: $0Net Assets 2017: $284,7562017Assets 2019: $308,525Liabilities 2019: $0Net Assets 2019: $308,5252019Assets 2020: $323,034Liabilities 2020: $0Net Assets 2020: $323,0342020Assets 2022: $327,885Liabilities 2022: $0Net Assets 2022: $327,8852022Assets 2024: $325,444Liabilities 2024: $0Net Assets 2024: $325,4442024

Highlighted filing

2015

Assets$289,847
Liabilities$0
Net Assets$289,847
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $6,1562010Expenses 2011: $17,0032011Expenses 2012: $6,1792012Revenue 2013: $11,457Expenses 2013: $11,933Net Income 2013: -$4762013Revenue 2014: $48,151Expenses 2014: $11,410Net Income 2014: $36,7412014Revenue 2015: $41,673Expenses 2015: $8,863Net Income 2015: $32,8102015Revenue 2016: $6,370Expenses 2016: $14,671Net Income 2016: -$8,3012016Revenue 2017: $22,453Expenses 2017: $19,243Net Income 2017: $3,2102017Revenue 2019: $20,254Expenses 2019: $24,819Net Income 2019: -$4,5652019Revenue 2020: $36,007Expenses 2020: $21,498Net Income 2020: $14,5092020Revenue 2022: $30,736Expenses 2022: $18,296Net Income 2022: $12,4402022Revenue 2024: $31,654Expenses 2024: $13,398Net Income 2024: $18,2562024

Highlighted filing

2015

Revenue$41,673
Expenses$8,863
Net Income$32,810
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 19, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David B DabneyCo-Pres / Director-$0--
Nancy A DabneyCo-Pres / Director / Sec-$0--
Filing and Contact Details

Filer

Filer Name
Affluere Foundation
EIN
26-1531229
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Nancy a Dabney
Title
president
Phone
8008391754
Signed
2016-03-19
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
Raw XML Appendix356 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt333000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt84704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1025000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt156206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt177158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt197155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt246854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt254095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt266469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt283049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt323229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt334249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt347192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt355850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt363706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt333232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1030075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt144583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt157088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt163423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt176981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt185271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt197480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt204060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt235718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt247399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt254443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt266847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt282893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt294234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt304419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt334483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt347440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt355695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt364180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AT&T, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BB&T CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BCS BUFFERED PLUS BASED ON A B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7GAP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GENUINE PARTS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10HSBC BUFFERED JUMP ON THREE EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21OMNICOM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PRINCIPAL FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24QUEST DIAGNOSTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27T. ROWE PRICE ASSOCIATES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WEC ENERGY GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WESTERN UNION CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36XILINX INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04713
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt036956
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt041673
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt041673
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt036956
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04713
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04713
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt032810
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0340173
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt036956
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt039276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02397
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02397
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01441
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02397
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt041673
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt041673
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02397
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0303217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt036956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt036956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0340173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt036956
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt032810
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0289847
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0257037
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0289847
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014123
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014123
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014123
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014909
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0786
IRS990PF/DistributableAmountGrp/TotalTaxAmt0786
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0786
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0786
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0786
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0900
IRS990PF/FMVAssetsEOYAmt0301846
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0253522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0217847
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0229846
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0257037
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0289847
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03515
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt072000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt072000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0257037
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0289847
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0301846
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0257037
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0289847
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0257037
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0289847
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0302717
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040857
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0261860
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04541
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014909
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0298176
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0302717
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David B Dabney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Nancy A Dabney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Pres / Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Pres / Dir / Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt012255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt012648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt010525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt011452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt016617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.035747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.026121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.074379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.025726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0298176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0294427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0263058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0222199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0223410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0207920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.205507
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05025
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05025
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05025
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0David B Dabney
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Nancy A Dabney
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt05025
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0437
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0437
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0437
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08661
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02397
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02397
TaxesSchedule/TaxesDetail/Amt0900
TaxesSchedule/TaxesDetail/Amt1541
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2015
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2014
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY A DABNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Affluere Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AFFL
ReturnHeader/Filer/EIN0261531229
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02016-03-31T14:18:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$289,847
Liabilities
$0
Net assets
$289,847
Revenue
$41,673
Expenses
$8,863
Net income
$32,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.32$0.13$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.31$0.18$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.36$0.21$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$0.20$0.25$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.22$0.19$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.06$0.15$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.42$0.09$0.33
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.48$0.11$0.37
2013Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11$0.12$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.06