Civic Intelligence

Planet Heritage Foundation Inc

EIN 26-3878866 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

578%

Higher net margin than 100% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Asset Growth

17th percentile

-4.3%

Faster asset growth than 17% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$21,617,251

Down $974,413 (-4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$21,617,251

Down $974,413 (-4.3%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$168,693

Down $152,312 (-930%) from 2023

Expenses

Up

$805,720

Up $340,089 (+73%) from 2023

Net Income

Down

-$974,413

Down $492,401 (-102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2015: $34,608,489Liabilities 2015: $0Net Assets 2015: $34,608,4892015Assets 2020: $27,729,077Liabilities 2020: $0Net Assets 2020: $27,729,0772020Assets 2021: $25,024,729Liabilities 2021: $0Net Assets 2021: $25,024,7292021Assets 2022: $23,073,676Liabilities 2022: $0Net Assets 2022: $23,073,6762022Assets 2023: $22,591,664Liabilities 2023: $0Net Assets 2023: $22,591,6642023Assets 2024: $21,617,251Liabilities 2024: $0Net Assets 2024: $21,617,2512024

Highlighted filing

2024

Assets$21,617,251
Liabilities$0
Net Assets$21,617,251
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0MRevenue 2015: -$796,960Expenses 2015: $3,049,151Net Income 2015: -$3,846,1112015Revenue 2020: $2,790,532Expenses 2020: $4,427,256Net Income 2020: -$1,636,7242020Revenue 2021: $265,472Expenses 2021: $2,969,820Net Income 2021: -$2,704,3482021Revenue 2022: $190,377Expenses 2022: $2,141,430Net Income 2022: -$1,951,0532022Revenue 2023: -$16,381Expenses 2023: $465,631Net Income 2023: -$482,0122023Revenue 2024: -$168,693Expenses 2024: $805,720Net Income 2024: -$974,4132024

Highlighted filing

2024

Revenue-$168,693
Expenses$805,720
Net Income-$974,413
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,617,251
Liabilities
$0
Net assets
$21,617,251
Revenue
-$168,693
Expenses
$805,720
Net income
-$974,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$0.17$0.81$0.97
2023Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$0.02$0.47$0.48
2022Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$0.19$2.14$1.95
2021Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$0.27$2.97$2.70
2020Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$2.79$4.43$1.64
2015Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$0.80$3.05$3.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A FischerDir, Pres, Sec-$0--
O FischerDir, VP-$0--
C E MercerVP-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATIONAL PHILANTHROPIC TRUSTCharitable Outreach FundPCJENKINTOWN, PA, US$300,000
Paid GrantNATIONAL PHILANTHROPIC TRUSTCharitable Outreach FundPCJENKINTOWN, PA, US$295,000
Paid GrantTHE GAIA FOUNDATIONTo support the research, investigation and education relating to the interconnectedness of people with each other, with animals and plants, and for a deeper understanding of the nature of naturePCLONDON, UK$55,000
Paid GrantTHE FILM COLLABORATIVE INCTo support "Deep Rising"PCLOS ANGELES, CA, US$20,000
Paid GrantMELIMOYU FOUNDATIONCoastal Marine Protected Area initiativePCPUERTO VARAS, ENSENADA, CI$10,000
Filing and Contact Details

Filer

Filer Name
Planet Heritage Foundation Inc
EIN
26-3878866
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Addison M Fischer
Title
President
Phone
8008391754
Signed
2025-11-04
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
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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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PRI RECIPIENT: CHOICE DIVESTING INC. (F/K/A ALIGNED INTERMEDIARY, INC.) DATE OF PRI: 7/11/2016 AMOUNT OF PRI: $1,400,000 PURPOSE OF PRI: TO FUND THE OPERATIONAL COSTS OF CHOICE DIVESTING INC. (F/K/A ALIGNED INTERMEDIARY, INC.), WHICH WILL FACILITATE LONG-TERM INVESTMENTS IN CLIMATE INFRASTRUCTURE INCLUDING CLEAR ENERGY, WATER INFRASTRUCTURE, AND WASTE-TO-VALUE. CHOICE DIVESTING INC. (F/K/A ALIGNED INTERMEDIARY, INC.) WILL ALSO EDUCATE INVESTORS AND THE GENERAL PUBLIC ON THE CLIMATE INFRASTRUCTURE SECTOR. REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 09/25/2017 FOR FYE 12/31/2016 DATE OF REPORT: 02/25/2019 FOR FYE 12/31/2017 DATE OF REPORT: 11/24/2019 FOR FYE 12/31/2018 DATE OF REPORT: 10/15/2020 FOR FYE 12/31/2019 DATE OF REPORT: 07/26/2021 FOR FYE 12/31/2020 DATE OF REPORT: 04/05/2022 FOR FYE 12/31/2021 DATE OF REPORT: 07/11/2023 FOR FYE 12/31/2022 DATE OF REPORT: 05/08/2024 FOR FYE 12/31/2023 DATE OF REPORT: 04/08/2025 FOR FYE 12/31/2024 THIS INVESTMENT WAS WRITTEN OFF OF THE FOUNDATION'S BOOKS AS OF 11/25/2024. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1PRI RECIPIENT: CHOICE DIVESTING INC. (F/K/A ALIGNED INTERMEDIARY, INC.) DATE OF PRI: 10/18/2017 AMOUNT OF PRI: $500,000 PURPOSE OF PRI: TO FUND THE OPERATIONAL COSTS OF CHOICE DIVESTING INC. (F/K/A ALIGNED INTERMEDIARY, INC.), WHICH WILL FACILITATE LONG-TERM INVESTMENTS IN CLIMATE INFRASTRUCTURE INCLUDING CLEAR ENERGY, WATER INFRASTRUCTURE, AND WASTE-TO-VALUE. CHOICE DIVESTING INC. (F/K/A ALIGNED INTERMEDIARY, INC.) WILL ALSO EDUCATE INVESTORS AND THE GENERAL PUBLIC ON THE CLIMATE INFRASTRUCTURE SECTOR. REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED FULL AND COMPLETE FINANCIAL REPORTS OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 02/25/2019 FOR FYE 12/31/2017 DATE OF REPORT: 11/24/2019 FOR FYE 12/31/2018 DATE OF REPORT: 10/15/2020 FOR FYE 12/31/2019 DATE OF REPORT: 07/26/2021 FOR FYE 12/31/2020 DATE OF REPORT: 04/05/2022 FOR FYE 12/31/2021 DATE OF REPORT: 07/11/2023 FOR FYE 12/31/2022 DATE OF REPORT: 05/08/2024 FOR FYE 12/31/2023 DATE OF REPORT: 04/08/2025 FOR FYE 12/31/2024 THIS INVESTMENT WAS WRITTEN OFF OF THE FOUNDATION'S BOOKS AS OF 11/25/2024. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2PRI RECIPIENT: CHOICE DIVESTING INC. (F/K/A ALIGNED INTERMEDIARY, INC.) DATE OF PRI: 7/11/2016 AMOUNT OF PRI: $100,000 PURPOSE OF PRI: TO FUND THE OPERATIONAL COSTS OF CHOICE DIVESTING INC. (F/K/A ALIGNED INTERMEDIARY, INC.), WHICH WILL FACILITATE LONG-TERM INVESTMENTS IN CLIMATE INFRASTRUCTURE INCLUDING CLEAR ENERGY, WATER INFRASTRUCTURE, AND WASTE-TO-VALUE. CHOICE DIVESTING INC. (F/K/A ALIGNED INTERMEDIARY, INC.) WILL ALSO EDUCATE INVESTORS AND THE GENERAL PUBLIC ON THE CLIMATE INFRASTRUCTURE SECTOR. REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 09/25/2017 FOR FYE 12/31/2016 DATE OF REPORT: 02/25/2019 FOR FYE 12/31/2017 DATE OF REPORT: 11/24/2019 FOR FYE 12/31/2018 DATE OF REPORT: 10/15/2020 FOR FYE 12/31/2019 DATE OF REPORT: 07/26/2021 FOR FYE 12/31/2020 DATE OF REPORT: 04/05/2022 FOR FYE 12/31/2021 DATE OF REPORT: 07/11/2023 FOR FYE 12/31/2022 DATE OF REPORT: 05/08/2024 FOR FYE 12/31/2023 DATE OF REPORT: 04/08/2025 FOR FYE 12/31/2024 THIS INVESTMENT WAS WRITTEN OFF OF THE FOUNDATION'S BOOKS AS OF 11/25/2024. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1APTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ARCH CAPITAL GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BERKSHIRE HATHAWAY INC. CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BOSTON SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BROWN & BROWN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CADENCE DESIGN SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CASEY'S GENERAL STORES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CBOE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHEMED CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COCA COLA EUROPEAN PARTNERS PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DECKERS OUTDOOR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EDUCATION RLTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EMCOR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FACTSET RESH SYST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FEDERAL SIGNAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GARTNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GEN DYNAMICS CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HOWMET AEROSPACE ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MARSH AND MCLENNAN COMPANIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MOLINA HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MONOLITHIC POWER SYSTEMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MURPHY USA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NORTHEAST UTIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NOVO NORDISK A S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PARKER HANNIFIN CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46REGENERON PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48RLI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VEEVA SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VERTEX PHARMCTLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01819873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11558905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31079200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41195000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0STM LCB LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1TAE POWER SOLUTIONS, LLC - PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TAE TECHNOLOGIES, INC PREF 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3TAE TECHNOLOGIES, INC SERIES 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4TAE TECHNOLOGIES, INC PREF 12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5TAE TECHNOLOGIES, INC WARR 12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6TAE TECHNOLOGIES, INC PREF 9
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01030699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11287000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23750000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3101700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4404700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5641703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6431250
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt045271
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022861
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt079088
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1INTEREST INCOME FROM NOTES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-440371
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1124458
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-168693
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-168693
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022861
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0680000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0680000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt045271
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt045271
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-974413
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01377076
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt079088
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt079088
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt013008
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt013008
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022861
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt080793
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt081627
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-315913
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-315913
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt026437
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt026687
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0298
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0761043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt039853
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0805720
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0-168693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-168693
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt081043
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt039853
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0125720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01354215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt022861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt022861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01377076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022861
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-974413
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021617251
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022591664
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021617251
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02566932
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0666932
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02566932
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0666932
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01900000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05502
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05502
IRS990PF/FMVAssetsEOYAmt015107801
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02981468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02957713
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04454189
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01900000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015014873
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015652978
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07647052
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt022591664
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt021617251
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02695323
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03006560
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03006560
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022591664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021617251
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015107801
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022591664
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021617251
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022591664
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021617251
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013541775
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02015532
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04390957
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0203127
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07135286
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0666932
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013338648
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013541775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Foundation Source
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt073043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Administrative
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt055 Walls Drive 3rd Fl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Fairfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd006824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0A Fischer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1O Fischer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2C E Mercer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Pres, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0761043
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0761043
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/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

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