Civic Intelligence

The by George Fund

990PF • Fiscal year 2021 • EIN 26-4309251

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 20, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-214%

Higher net margin than 6% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

26th percentile

-8.4%

Faster asset growth than 26% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Assets

Down

$235,879

Down $21,770 (-8.4%) from 2020

Net Assets

Down

$235,879

Down $21,770 (-8.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$10,154

Up $18,234 (+226%) from 2020

Expenses

Up

$31,924

Up $19,620 (+159%) from 2020

Net Income

Down

-$21,770

Down $1,386 (-6.8%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$235,879
Liabilities$0
Net Assets$235,879

Operations Trend

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

2021

Revenue$10,154
Expenses$31,924
Net Income-$21,770
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 20, 2022
Return Version
2021v4.2
Compensation and Service Providers

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 deButts Kates
Title
President
Phone
8008391754
Signed
2022-06-20
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 Appendix279 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/EOYBookValueAmt05044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt515585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt78826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt820000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt920939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1115117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1214835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1313895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1415125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1610068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt026073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt328411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt418705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt620554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt715993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt820000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt919878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1018498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1221469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1317871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1422937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt157794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1615489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN BALANCED FUND CLASS F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN FUNDS GROWTH FUND OF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DFA INTERNATIONAL CORE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DFA U S CORE EQUITY 1 PORTFOLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6HCA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7L3HARRIS TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8LORD ABBETT INVESTMENT TRUST S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9METROPOLITAN WEST RETURN BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11NEW WORLD FUND CLASS F3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD DIVIDEND APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD FTSE DEVELOPED MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VANGUARD TOTAL STOCK MARKET ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16WALT DISNEY HOLDINGS CO
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04925
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05215
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010154
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010154
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05215
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04925
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04925
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-21770
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021648
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05215
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01899
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt031924
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010154
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010154
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01899
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05215
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21770
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0235879
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0257649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0235879
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017493
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017493
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017493
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017608
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0115
IRS990PF/DistributableAmountGrp/TotalTaxAmt0115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0301
IRS990PF/FMVAssetsEOYAmt0364153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0237321
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0225360
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0353634
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0257649
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0235879
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020328
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010519
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010519
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0257649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0235879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0364153
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0257649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0235879
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0257649
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0235879
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0357530
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018843
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0338687
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05363
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017608
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0352167
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0357530
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/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt030025
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt030025
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
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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jane Kates
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Professional Development
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HAVERFORD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0450 LANCASTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HAVERFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019041
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt017493
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016464
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016464
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048106
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01078
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04318
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030178
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012532
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064570
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052038
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01899
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01899
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane deButts Kates
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The By George Fund
ReturnHeader/Filer/BusinessNameControlTxt0BYGE
ReturnHeader/Filer/EIN0264309251
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/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-07-07T11:25:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jane deButts
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kates
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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