Civic Intelligence

The Eppes - Jefferson Foundation Inc

990PF • Fiscal year 2019 • EIN 26-2751096

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 31, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

51st percentile

2.9%

Faster asset growth than 51% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

138%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,111,556

Up $225,548 (+2.9%) from 2018

Net Assets

Up

$8,111,556

Up $225,548 (+2.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin81st percentile

Revenue

Up

$732,151

Up $424,911 (+138%) from 2018

Expenses

Up

$506,603

Up $33,057 (+7.0%) from 2018

Net Income

Up

$225,548

Up $391,854 (+236%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$10M$5.0M$0Assets 2010: $138,583Liabilities 2010: $0Net Assets 2010: $138,5832010Assets 2012: $904,604Liabilities 2012: $0Net Assets 2012: $904,6042012Assets 2013: $9,907,647Liabilities 2013: $0Net Assets 2013: $9,907,6472013Assets 2014: $9,227,048Liabilities 2014: $0Net Assets 2014: $9,227,0482014Assets 2016: $8,341,709Liabilities 2016: $0Net Assets 2016: $8,341,7092016Assets 2017: $8,052,314Liabilities 2017: $0Net Assets 2017: $8,052,3142017Assets 2018: $7,886,008Liabilities 2018: $0Net Assets 2018: $7,886,0082018Assets 2019: $8,111,556Liabilities 2019: $0Net Assets 2019: $8,111,5562019Assets 2020: $7,837,551Liabilities 2020: $0Net Assets 2020: $7,837,5512020Assets 2021: $8,026,606Liabilities 2021: $0Net Assets 2021: $8,026,6062021Assets 2022: $8,274,411Liabilities 2022: $2,344Net Assets 2022: $8,272,0672022Assets 2023: $8,090,611Liabilities 2023: $3,462Net Assets 2023: $8,087,1492023Assets 2024: $7,916,317Liabilities 2024: $3,819Net Assets 2024: $7,912,4982024

Highlighted filing

2019

Assets$8,111,556
Liabilities$0
Net Assets$8,111,556
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,4682010Expenses 2012: $18,7902012Revenue 2013: $9,158,975Expenses 2013: $155,932Net Income 2013: $9,003,0432013Revenue 2014: $2,519Expenses 2014: $683,118Net Income 2014: -$680,5992014Revenue 2016: $243,861Expenses 2016: $479,144Net Income 2016: -$235,2832016Revenue 2017: $167,691Expenses 2017: $457,086Net Income 2017: -$289,3952017Revenue 2018: $307,240Expenses 2018: $473,546Net Income 2018: -$166,3062018Revenue 2019: $732,151Expenses 2019: $506,603Net Income 2019: $225,5482019Revenue 2020: $241,540Expenses 2020: $515,545Net Income 2020: -$274,0052020Revenue 2021: $638,349Expenses 2021: $449,294Net Income 2021: $189,0552021Revenue 2022: $803,350Expenses 2022: $557,889Net Income 2022: $245,4612022Revenue 2023: $277,506Expenses 2023: $462,424Net Income 2023: -$184,9182023Revenue 2024: $300,580Expenses 2024: $475,231Net Income 2024: -$174,6512024

Highlighted filing

2019

Revenue$732,151
Expenses$506,603
Net Income$225,548
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 31, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David A WardPres, Dir, Sec, Treas-$0--
Sharon A WardDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Eppes - Jefferson Foundation Inc
EIN
26-2751096
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
David a Ward
Title
President
Phone
8008391754
Signed
2020-03-31
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
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CompensationExplanation/CompensationExplanationGrp/PersonNm0David A Ward
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*DAVID WARD IS A PARTNER AT WARD LEGAL GROUP PC, A DISQUALIFIED PERSON WHICH PROVIDES LEGAL SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2019, THE FOUNDATION PAID $38,723 FOR LEGAL SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN PART I, LINE 16A AND $1,459 FOR ADVISORY SERVICES as REPORTED IN PART I, LINE 16C. SUCH FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE AT WHICH IT CHARGES ITS OTHER CLIENTS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK OF NY MELLON PFD SER C -
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ECOLAB INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ISHARES IBOXX $ INVESTMENT GRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ISHARES JP MORGAN USD EM MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ISHARES S&P 500 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ISHARES TR S & P MIDCAP 400 IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32METLIFE INC FLOATING RATE NON-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PUBLIC STORAGE PFD SHS V - 5.3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ROPER INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42STATE STREET CORP PFD SER C -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SYNOPSYS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TECHNOLOGY SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TENN VALLEY AUTHORITY PUT - 6.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TENNESSEE VALLEY POWER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VANGUARD FTSE DEVELOPED MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VANGUARD GNMA FUND ADMIRAL SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VANGUARD INTERMEDIATE TERM INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VANGUARD SHORT-TERM CORPORATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WELLS FARGO PFD 5.25%
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0211498
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0210214
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0401201
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0402790
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0225013
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0499297
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07841
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0732151
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0732151
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0508596
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0420000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0420000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0225013
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0225013
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0225548
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02587793
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07841
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07841
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt038723
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt038723
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0499297
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0710820
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011759
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030580
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0475273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0506603
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0741450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0732151
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt055273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030630
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt086603
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04791
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02079197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0508596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0508596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02587793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0508596
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0225548
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08111556
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07886008
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08111556
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0445977
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0445977
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0445977
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0453085
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07108
IRS990PF/DistributableAmountGrp/TotalTaxAmt07108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03052
IRS990PF/FMVAssetsEOYAmt09346785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02486691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02256163
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02318283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04681465
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04725011
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05897815
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07886008
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08111556
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0105150
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0517683
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0517683
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07886008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08111556
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09346785
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07886008
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08111556
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07886008
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08111556
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0612702
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0612699
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0613004
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09199689
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0419979
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08779710
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0137995
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0453085
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09061694
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09199689
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.0
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 A Ward
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sharon A Ward
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres, Dir, Sec, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir
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/AdjNetVlNoncharitableAssetsAmt0404768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0411876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0436843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0422313
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0443789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0458851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0267303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.026274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09061694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09014463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09029529

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,111,556
Liabilities
$0
Net assets
$8,111,556
Revenue
$732,151
Expenses
$506,603
Net income
$225,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.91$0.30$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.28$0.46$0.18
2022Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.80$0.56$0.25
2021Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.64$0.45$0.19
2020Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.24$0.52$0.27
2019Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.73$0.51$0.23
2018Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.31$0.47$0.17
2017Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.17$0.46$0.29
2016Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$0.24$0.48$0.24
2014Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.00$0.68$0.68
2013Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$9.16$0.16$9.00
2012Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01