Civic Intelligence

Affluere Foundation

990PF • Fiscal year 2020 • EIN 26-1531229

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 12, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

40%

Higher net margin than 84% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

4.7%

Faster asset growth than 56% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

78%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$323,034

Up $14,509 (+4.7%) from 2019

Net Assets

Up

$323,034

Up $14,509 (+4.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Up

$36,007

Up $15,753 (+78%) from 2019

Expenses

Down

$21,498

Down $3,321 (-13%) from 2019

Net Income

Up

$14,509

Up $19,074 (+418%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th 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 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

2020

Assets$323,034
Liabilities$0
Net Assets$323,034
Open 2020 Filing

Operations Trend

Revenue Growth91st 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 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

2020

Revenue$36,007
Expenses$21,498
Net Income$14,509
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David B DabneyDir, Co- Pres-$0--
Nancy A DabneyCo-Pres, Dir, 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
David B Dabney
Title
Co-president
Phone
8008391754
Signed
2021-10-12
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 Appendix357 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JPM BUFFERED PLUS ON SPGCICP -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt029578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt510814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1112079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1210756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1311913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1511749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1711495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt186426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1912784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt226904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt236216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt249945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2512940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt274072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2812050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt295835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt302231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3110500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt414595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt814120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt106944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1112141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1212878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1311981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1410228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1512642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt166594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1714287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt187082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1912695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt205632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2413345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2512810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt266540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt276197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2812514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt295797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt306355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3112455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AT&T, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DTE ENERGY CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EDISON INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HONEYWELL INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27QUEST DIAGNOSTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29REGENERON PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WAL-MART STORES INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07747
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt028106
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0154
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt036007
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt036007
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028106
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07747
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07747
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt014509
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0377383
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt028106
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt031391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05675
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04466
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04466
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04616
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021498
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt036007
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04616
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0349277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt028106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt028106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0377383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028106
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt014509
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0323034
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0308525
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0323034
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017139
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017139
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017139
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017575
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0436
IRS990PF/DistributableAmountGrp/TotalTaxAmt0436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0440
IRS990PF/FMVAssetsEOYAmt0383568
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt029578
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0263235
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0266046
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0322002
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0308525
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0323034
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020290
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt031988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt031988
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0308525
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0323034
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0383568
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0308525
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0323034
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0308525
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0323034
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0356850
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033938
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0322912
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05353
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017575
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0351497
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0356850
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/TitleTxt0Dir, Co- Pres
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016525
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016525
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016525
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/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/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/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt02020-21 Duke Annual Fund, Engineering School and Trinity College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RONALD MCDONALD HOUSE CHARITIES OF MARYLAND INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 90581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 AISQUITH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
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/AppliedToCurrentYearAmt0763
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015762
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016376
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015762
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04466
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04466
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1157
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2020
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2019
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B DABNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-12
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/ReturnTs02021-10-26T10:36:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DABNEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,034
Liabilities
$0
Net assets
$323,034
Revenue
$36,007
Expenses
$21,498
Net income
$14,509
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
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