Civic Intelligence

Welton Foundation

990PF • Fiscal year 2022 • EIN 26-3843649

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 03, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

69%

Higher net margin than 92% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

80th percentile

28%

Faster asset growth than 80% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

649%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$374,798

Up $81,196 (+28%) from 2021

Net Assets

Up

$374,798

Up $81,196 (+28%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$118,370

Up $102,567 (+649%) from 2021

Expenses

Down

$37,174

Down $47,088 (-56%) from 2021

Net Income

Up

$81,196

Up $149,655 (+219%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,166,404Liabilities 2012: $0Net Assets 2012: $1,166,4042012Assets 2013: $994,511Liabilities 2013: $0Net Assets 2013: $994,5112013Assets 2016: $970,865Liabilities 2016: $0Net Assets 2016: $970,8652016Assets 2018: $542,658Liabilities 2018: $0Net Assets 2018: $542,6582018Assets 2019: $502,110Liabilities 2019: $0Net Assets 2019: $502,1102019Assets 2020: $362,061Liabilities 2020: $0Net Assets 2020: $362,0612020Assets 2021: $293,602Liabilities 2021: $0Net Assets 2021: $293,6022021Assets 2022: $374,798Liabilities 2022: $0Net Assets 2022: $374,7982022Assets 2023: $264,360Liabilities 2023: $0Net Assets 2023: $264,3602023Assets 2024: $225,954Liabilities 2024: $0Net Assets 2024: $225,9542024

Highlighted filing

2022

Assets$374,798
Liabilities$0
Net Assets$374,798
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$200K$0-$200K-$400KExpenses 2012: $230,4322012Revenue 2013: $65,238Expenses 2013: $237,131Net Income 2013: -$171,8932013Revenue 2016: $5,987Expenses 2016: $231,573Net Income 2016: -$225,5862016Revenue 2018: -$2,279Expenses 2018: $200,289Net Income 2018: -$202,5682018Revenue 2019: $57,485Expenses 2019: $98,033Net Income 2019: -$40,5482019Revenue 2020: -$50,085Expenses 2020: $89,964Net Income 2020: -$140,0492020Revenue 2021: $15,803Expenses 2021: $84,262Net Income 2021: -$68,4592021Revenue 2022: $118,370Expenses 2022: $37,174Net Income 2022: $81,1962022Revenue 2023: -$36,968Expenses 2023: $73,470Net Income 2023: -$110,4382023Revenue 2024: -$1,124Expenses 2024: $37,282Net Income 2024: -$38,4062024

Highlighted filing

2022

Revenue$118,370
Expenses$37,174
Net Income$81,196
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexander Patrick WeltonDir, VP-$0--
Annette L WeltonVP, Director-$0--
Mikaela Annette WeltonDir, VP-$0--
Patrick L WeltonPres, Dir, Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMONTAGE HEALTHGeneral & UnrestrictedPCMONTEREY, CA, US$15,000
Paid GrantMONTEREY PENINSULA COLLEGE FOUNDATIONFor Welton Nursing School Scholarships ScholarshipPCMONTEREY, CA, US$2,000
Paid GrantBIG SUR MARATHON FOUNDATION INCCross-Country Running Course at Palo Corona Regional ParkPCCARMEL, CA, US$1,000
Paid GrantGATHERING FOR WOMEN - MONTEREYGeneral & UnrestrictedPCMONTEREY, CA, US$1,000
Paid GrantJUVENILE DIABETES RESEARCH FOUNDATION - GREATER BAGeneral & UnrestrictedPCSAN FRANCISCO, CA, US$1,000
Paid GrantNAVAL POSTGRADUATE SCHOOL FOUNDATION INCGeneral & UnrestrictedPCMONTEREY, CA, US$1,000
Paid GrantPANETTA INSTITUTE FOR PUBLIC POLICYGeneral & UnrestrictedPCSEASIDE, CA, US$1,000
Paid GrantROBERT LOUIS STEVENSON SCHOOLBill Rolland Memorial Scholarship FundPCPEBBLE BEACH, CA, US$1,000
Paid GrantSAN JOSE WIND SYMPHONYGeneral & UnrestrictedPCSAN JOSE, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
Welton Foundation
EIN
26-3843649
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Patrick Welton
Title
President
Phone
8008391754
Signed
2023-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix368 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WELTON GLOBAL QUANTITATIVE EQU
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alexander Patrick Welton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Annette L Welton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mikaela Annette Welton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Patrick L Welton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Pres, Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Patrick L Welton
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4For Welton Nursing School Scholarships Scholarship
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Bill Rolland Memorial Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BIG SUR MARATHON FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GATHERING FOR WOMEN - MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JUVENILE DIABETES RESEARCH FOUNDATION - GREATER BA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MONTAGE HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MONTEREY PENINSULA COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5NAVAL POSTGRADUATE SCHOOL FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PANETTA INSTITUTE FOR PUBLIC POLICY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ROBERT LOUIS STEVENSON SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8SAN JOSE WIND SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt026617 CARMEL CENTER PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1147 EL DORADO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2135 MAIN ST SUITE 1030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX HH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4980 FREMONT BLVD STE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 8626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 CAMPUS CENTER BLDG 86E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73152 FOREST LAKE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt86643 DEVONSHIRE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARMEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MONTEREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SEASIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PEBBLE BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593943
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd793953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd895129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
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/AppliedToCurrentYearAmt015536
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt066898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt067608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0165796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0141417
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0141417
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0388954
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt066898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt067608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0165796
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018989
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0530371
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0511382
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0The Welton Family Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 2954
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Carmel
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093921
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt075000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp WELTON CAPITAL MARKETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp WELTON GLOBAL QUANTITA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0605
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11944
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1605
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21944
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss WELTON CAPITAL MARKETS FUND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss WELTON GLOBAL QUANTITATIVE EQUITY FU
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Federal Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05288
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt18258
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05288
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18258
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2780
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0The Welton Family Trust
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 2954
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Carmel
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd093921
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2021
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK WELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Welton Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WELT
ReturnHeader/Filer/EIN0263843649
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/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02023-10-10T15:53:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELTON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,798
Liabilities
$0
Net assets
$374,798
Revenue
$118,370
Expenses
$37,174
Net income
$81,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.04$0.07$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.12$0.04$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.02$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.05$0.09$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.00$0.20$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.23$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.24$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.23