Civic Intelligence

Witman Family Foundation

990PF • Fiscal year 2014 • EIN 26-2702670

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 27, 2015

Organization Profile
Foundation Source 501 Silverside RdSuite 123Wilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

79th percentile

13%

Faster asset growth than 79% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

372%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,558,843

Up $184,116 (+13%) from 2013

Net Assets

Up

$1,558,843

Up $184,116 (+13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin94th percentile

Revenue

Up

$255,204

Up $201,118 (+372%) from 2013

Expenses

Up

$71,088

Up $21,605 (+44%) from 2013

Net Income

Up

$184,116

Up $179,513 (+3900%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $30,544Liabilities 2010: $0Net Assets 2010: $30,5442010Assets 2011: $19,762Liabilities 2011: $0Net Assets 2011: $19,7622011Assets 2012: $1,370,124Liabilities 2012: $0Net Assets 2012: $1,370,1242012Assets 2013: $1,374,727Liabilities 2013: $0Net Assets 2013: $1,374,7272013Assets 2014: $1,558,843Liabilities 2014: $0Net Assets 2014: $1,558,8432014Assets 2015: $1,555,579Liabilities 2015: $0Net Assets 2015: $1,555,5792015Assets 2016: $1,492,645Liabilities 2016: $0Net Assets 2016: $1,492,6452016Assets 2017: $1,469,822Liabilities 2017: $0Net Assets 2017: $1,469,8222017Assets 2018: $5,044,388Liabilities 2018: $0Net Assets 2018: $5,044,3882018Assets 2019: $5,055,077Liabilities 2019: $0Net Assets 2019: $5,055,0772019Assets 2020: $4,645,142Liabilities 2020: $0Net Assets 2020: $4,645,1422020Assets 2021: $4,535,873Liabilities 2021: $0Net Assets 2021: $4,535,8732021Assets 2022: $6,055,528Liabilities 2022: $0Net Assets 2022: $6,055,5282022Assets 2023: $5,303,772Liabilities 2023: $0Net Assets 2023: $5,303,7722023Assets 2024: $5,160,720Liabilities 2024: $0Net Assets 2024: $5,160,7202024

Highlighted filing

2014

Assets$1,558,843
Liabilities$0
Net Assets$1,558,843
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $26,3102010Expenses 2011: $11,0262011Expenses 2012: $9,0302012Revenue 2013: $54,086Expenses 2013: $49,483Net Income 2013: $4,6032013Revenue 2014: $255,204Expenses 2014: $71,088Net Income 2014: $184,1162014Revenue 2015: $69,777Expenses 2015: $73,041Net Income 2015: -$3,2642015Revenue 2016: $9,481Expenses 2016: $72,415Net Income 2016: -$62,9342016Revenue 2017: $48,801Expenses 2017: $71,624Net Income 2017: -$22,8232017Revenue 2018: $3,669,630Expenses 2018: $95,064Net Income 2018: $3,574,5662018Revenue 2019: $227,313Expenses 2019: $216,624Net Income 2019: $10,6892019Revenue 2020: -$42,416Expenses 2020: $367,519Net Income 2020: -$409,9352020Revenue 2021: $204,451Expenses 2021: $313,720Net Income 2021: -$109,2692021Revenue 2022: $1,915,323Expenses 2022: $395,668Net Income 2022: $1,519,6552022Revenue 2023: -$400,204Expenses 2023: $351,552Net Income 2023: -$751,7562023Revenue 2024: $175,232Expenses 2024: $318,284Net Income 2024: -$143,0522024

Highlighted filing

2014

Revenue$255,204
Expenses$71,088
Net Income$184,116
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 27, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew WitmanPres / Director / Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRINITY EPISCOPAL CHURCHGeneral & UnrestrictedPCESCONDIDO, CA, US$40,000
Paid GrantRIDING EMPHASIZING INDIVIDUAL NEEDS AND STRENGTHSGeneral & UnrestrictedPCBONSALL, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
Witman Family Foundation
EIN
26-2702670
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Suite 123, Wilmington, DE 19809-1377

Signing Officer

Name
Matthew Witman
Title
president
Phone
8008391754
Signed
2015-04-27
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 Appendix298 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/EOYBookValueAmt0151037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2178282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt349787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4132881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt562230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6221280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt797280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8107886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt970499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10333327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1153904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1231905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1332550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0156114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2176477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt348025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4129739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt564595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6212506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt792700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8111058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt984850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10332270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1161356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1230918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1336064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DUNHAM ALTERNATIVE STRATEGY FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DUNHAM APPRECIATION & INCM N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DUNHAM CORPORATE GOVT BD CL N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DUNHAM EMERGING MKTS STCK CL N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DUNHAM FLOATING RATE BOND FD N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DUNHAM FOCUSED LG CAP GROWTH C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DUNHAM HIGH-YIELD BOND FUND CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DUNHAM INTERNATIONAL OPP BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DUNHAM INTL STCK FD CL N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DUNHAM LARGE CAP VAL CL N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DUNHAM MONTHLY DISTRIBUTION FU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DUNHAM REAL ESTATE STOCK CL N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DUNHAM SMALL CAP GR FD CL N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DUNHAM SMALL CAP VAL FD CL N
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt041314
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt013826
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt064
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt055204
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt055204
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013826
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt041314
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt041314
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0184116
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0138666
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013826
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt040177
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt015027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt015027
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt055525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt071088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt055204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0255204
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015027
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0124840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt013826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt013826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0138666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013826
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0184116
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01558843
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01374727
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01558843
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068923
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068923
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068923
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069727
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0804
IRS990PF/DistributableAmountGrp/TotalTaxAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0804
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01570979
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01359443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01549557
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01561693
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01374727
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01558843
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015284
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09286
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09286
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01374727
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01558843
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01570979
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01374727
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01558843
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01374727
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01558843
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01415781
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013999
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01401782
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021237
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069727
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01394544
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01415781
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Matthew Witman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres / Dir / Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0799460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0799862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt036676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.573277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.026684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.028696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.426433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt02.095762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.288808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01394544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01374460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0314505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt025854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt012552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt055525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt02.866383
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt055525
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt055525
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt055525
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/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RIDING EMPHASIZING INDIVIDUAL NEEDS AND STRENGTHS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TRINITY EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1845 CHESTNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BONSALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ESCONDIDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt055525
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05637
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05637
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05637
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07761
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Witman III Henry W
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1959
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Escondido
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092033
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015027
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015027
TaxesSchedule/TaxesDetail/Amt0536
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2013
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Witman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Witman Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WITM
ReturnHeader/Filer/EIN0262702670
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite 123
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/ReturnTs02015-05-06T16:08:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,558,843
Liabilities
$0
Net assets
$1,558,843
Revenue
$255,204
Expenses
$71,088
Net income
$184,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.18$0.32$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.40$0.35$0.75
2022Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$1.92$0.40$1.52
2021Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.20$0.31$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.04$0.37$0.41
2019Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.23$0.22$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$3.67$0.10$3.57
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.01$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.26$0.07$0.18
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.05$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.03