Civic Intelligence

The by George Fund

990PF • Fiscal year 2019 • EIN 26-4309251

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

2.0%

Faster asset growth than 53% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$278,033

Up $5,530 (+2.0%) from 2018

Net Assets

Up

$278,033

Up $5,530 (+2.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

Up

$24,110

Up $24,183 (+33127%) from 2018

Expenses

Down

$18,580

Down $4,240 (-19%) from 2018

Net Income

Up

$5,530

Up $28,423 (+124%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $356,882Liabilities 2010: $0Net Assets 2010: $356,8822010Assets 2011: $377,517Liabilities 2011: $0Net Assets 2011: $377,5172011Assets 2012: $384,111Liabilities 2012: $0Net Assets 2012: $384,1112012Assets 2013: $380,455Liabilities 2013: $0Net Assets 2013: $380,4552013Assets 2014: $369,765Liabilities 2014: $0Net Assets 2014: $369,7652014Assets 2015: $339,245Liabilities 2015: $0Net Assets 2015: $339,2452015Assets 2016: $320,384Liabilities 2016: $0Net Assets 2016: $320,3842016Assets 2017: $295,396Liabilities 2017: $0Net Assets 2017: $295,3962017Assets 2018: $272,503Liabilities 2018: $0Net Assets 2018: $272,5032018Assets 2019: $278,033Liabilities 2019: $0Net Assets 2019: $278,0332019Assets 2020: $257,649Liabilities 2020: $0Net Assets 2020: $257,6492020Assets 2021: $235,879Liabilities 2021: $0Net Assets 2021: $235,8792021Assets 2022: $237,467Liabilities 2022: $0Net Assets 2022: $237,4672022Assets 2023: $232,856Liabilities 2023: $0Net Assets 2023: $232,8562023Assets 2024: $222,687Liabilities 2024: $0Net Assets 2024: $222,6872024

Highlighted filing

2019

Assets$278,033
Liabilities$0
Net Assets$278,033
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $30,9792010Expenses 2011: $31,2802011Expenses 2012: $23,3652012Revenue 2013: $45,147Expenses 2013: $48,803Net Income 2013: -$3,6562013Revenue 2014: $47,218Expenses 2014: $57,908Net Income 2014: -$10,6902014Revenue 2015: $6,459Expenses 2015: $36,979Net Income 2015: -$30,5202015Revenue 2016: $16,856Expenses 2016: $35,717Net Income 2016: -$18,8612016Revenue 2017: $23,720Expenses 2017: $48,708Net Income 2017: -$24,9882017Revenue 2018: -$73Expenses 2018: $22,820Net Income 2018: -$22,8932018Revenue 2019: $24,110Expenses 2019: $18,580Net Income 2019: $5,5302019Revenue 2020: -$8,080Expenses 2020: $12,304Net Income 2020: -$20,3842020Revenue 2021: $10,154Expenses 2021: $31,924Net Income 2021: -$21,7702021Revenue 2022: $26,319Expenses 2022: $24,731Net Income 2022: $1,5882022Revenue 2023: $7,252Expenses 2023: $11,863Net Income 2023: -$4,6112023Revenue 2024: $7,960Expenses 2024: $18,129Net Income 2024: -$10,1692024

Highlighted filing

2019

Revenue$24,110
Expenses$18,580
Net Income$5,530
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane KatesPres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
The By George Fund
EIN
26-4309251
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jane Kates
Title
president
Phone
8008391754
Signed
2020-05-08
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 AppendixShowing 400 of 430 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/EOYBookValueAmt05749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt78446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt108655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1610264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1712801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt187356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt206787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt234925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2411381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2511054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2713400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt285610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3011262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt327219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3310296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt346905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt355934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3610068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt374576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt416150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt88345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt911076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt107833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt137254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt144536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt157280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt168818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1714097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1811825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt195087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt206702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2114840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt225988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2413308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2513405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt263940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt277830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt286676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt295100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3014975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt327628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3312280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt346925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt353866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3614463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACTIVISION BLIZZARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMER INTERNATIONAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AT&T, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BARRICK GOLD CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CONAGRA FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CROWN HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FEDEX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FOX CORP CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GEN DYNAMICS CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HCA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21L3HARRIS TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MGM RESORTS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NUCOR CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ROYAL CARRIBEAN CRUISE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SONY CORP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31UNUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VANGUARD FIN ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VIACOMCBS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35VODAFONE GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37WELLS FARGO & CO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07437
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt016612
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt061
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024110
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt024110
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt016612
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07437
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07437
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05530
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0137497
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016612
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021762
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05073
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02239
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02239
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt018580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024110
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02348
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0120885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt016612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt016612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0137497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016612
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05530
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0278033
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0272503
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0278033
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014947
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014947
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014947
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015382
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0435
IRS990PF/DistributableAmountGrp/TotalTaxAmt0435
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0435
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0435
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0435
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0100
IRS990PF/FMVAssetsEOYAmt0333686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0256425
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0259157
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0314810
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0272503
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0278033
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016078
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt018876
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt018876
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0272503
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0278033
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0333686
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0272503
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0278033
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0272503
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0278033
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0312316
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt020236
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0292080
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04685
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015382
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0307631
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0312316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jane Kates
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/AdjNetVlNoncharitableAssetsAmt032392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt032610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt020025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt045813
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt032883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt033977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt053587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.105295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.063314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.142637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.098434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.091506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.130586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0307631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0316282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0321186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0334060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0371309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0410359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.526477
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016025
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016025
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016025
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jane Kates
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3M.C.L deButts '18 Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Thomas W. Kates (Hon) '02, '05 Scholarschip Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A LITTLE HEART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHESAPEAKE BAY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EMMANUEL EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FOXCROFT SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4KENT SCHOOL CORPORATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE FAUQUIER FREE CLINIC INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
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/RecipientUSAddress/AddressLine1Txt0PO BOX 127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16 HERNDON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt322407 FOXHOUND LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 MACEDONIA RD PO BOX 2006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5131 SPRING ST STE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 3138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0THE PLAINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MIDDLEBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MIDDLEBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4KENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WARRENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020198
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406757
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd529403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620188
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014947
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067546
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01078
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04318
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015508
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01078
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0101491
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0100413
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02239
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02239
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1107
TaxesSchedule/TaxesDetail/Amt261
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$278,033
Liabilities
$0
Net assets
$278,033
Revenue
$24,110
Expenses
$18,580
Net income
$5,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.08$0.18$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.07$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.26$0.25$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.10$0.32$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.08$0.12$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.24$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.00$0.23$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.24$0.49$0.25
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.17$0.36$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.06$0.37$0.31
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.47$0.58$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.45$0.49$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.31
2010Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.31