Civic Intelligence

Alice Rowan Swanson Foundation

990PF • Fiscal year 2014 • EIN 27-2782745

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 19, 2015

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

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

56th percentile

3.0%

Faster asset growth than 56% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

5.5%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,743,266

Up $50,684 (+3.0%) from 2013

Net Assets

Up

$1,743,266

Up $50,684 (+3.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin80th percentile

Revenue

Up

$170,486

Up $8,920 (+5.5%) from 2013

Expenses

Up

$119,802

Up $11,776 (+11%) from 2013

Net Income

Down

$50,684

Down $2,856 (-5.3%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,658,100Liabilities 2011: $0Net Assets 2011: $1,658,1002011Assets 2012: $1,639,042Liabilities 2012: $0Net Assets 2012: $1,639,0422012Assets 2013: $1,692,582Liabilities 2013: $0Net Assets 2013: $1,692,5822013Assets 2014: $1,743,266Liabilities 2014: $0Net Assets 2014: $1,743,2662014Assets 2015: $1,718,370Liabilities 2015: $0Net Assets 2015: $1,718,3702015Assets 2016: $1,657,332Liabilities 2016: $0Net Assets 2016: $1,657,3322016Assets 2018: $1,816,374Liabilities 2018: $0Net Assets 2018: $1,816,3742018Assets 2019: $1,768,720Liabilities 2019: $0Net Assets 2019: $1,768,7202019Assets 2020: $1,877,309Liabilities 2020: $0Net Assets 2020: $1,877,3092020Assets 2021: $2,041,427Liabilities 2021: $0Net Assets 2021: $2,041,4272021Assets 2022: $1,948,418Liabilities 2022: $0Net Assets 2022: $1,948,4182022Assets 2023: $1,935,884Liabilities 2023: $0Net Assets 2023: $1,935,8842023Assets 2024: $1,850,757Liabilities 2024: $0Net Assets 2024: $1,850,7572024

Highlighted filing

2014

Assets$1,743,266
Liabilities$0
Net Assets$1,743,266
Open 2014 Filing

Operations Trend

Revenue Growth54th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $38,2552011Expenses 2012: $82,9892012Revenue 2013: $161,566Expenses 2013: $108,026Net Income 2013: $53,5402013Revenue 2014: $170,486Expenses 2014: $119,802Net Income 2014: $50,6842014Revenue 2015: $99,374Expenses 2015: $124,270Net Income 2015: -$24,8962015Revenue 2016: $76,498Expenses 2016: $137,536Net Income 2016: -$61,0382016Revenue 2018: $234,245Expenses 2018: $123,913Net Income 2018: $110,3322018Revenue 2019: $79,946Expenses 2019: $127,600Net Income 2019: -$47,6542019Revenue 2020: $232,580Expenses 2020: $123,991Net Income 2020: $108,5892020Revenue 2021: $305,583Expenses 2021: $141,465Net Income 2021: $164,1182021Revenue 2022: $59,102Expenses 2022: $152,111Net Income 2022: -$93,0092022Revenue 2023: $139,157Expenses 2023: $151,691Net Income 2023: -$12,5342023Revenue 2024: $67,674Expenses 2024: $152,801Net Income 2024: -$85,1272024

Highlighted filing

2014

Revenue$170,486
Expenses$119,802
Net Income$50,684
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 19, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth E RowanPres / Director / Sec-$0--
Melinda Rowan SwansonVP-$0--
Brian SwansonVP / Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOCIAL VENTURE PARTNERS BOSTONPartner share for Brian and RuthPCCHARLESTOWN, MA, US$11,000
Paid GrantDOCTORS WITHOUT BORDERS USA INCGeneral & UnrestrictedPCNEW YORK, NY, US$10,000
Paid GrantLIFT INCGeneral & UnrestrictedPCWASHINGTON, DC, US$10,000
Paid GrantMUSIC WORCESTER INCWorcester Chorus Artistic Director Endowment FundPCWORCESTER, MA, US$10,000
Paid GrantCENTER FOR NONVIOLENT SOLUTIONS INCGeneral & UnrestrictedPCWORCESTER, MA, US$8,000
Paid GrantALWAN FOUNDATION INCAl Kamanjati Music School, RamallahPCNEW YORK, NY, US$5,000
Paid GrantAMERICAN NEAR EAST REFUGEE AID INCGaza relief fundPCWASHINGTON, DC, US$5,000
Paid GrantJOY OF MUSIC PROGRAM INCGeneral & UnrestrictedPCWORCESTER, MA, US$5,000
Paid GrantOXFAM-AMERICA INCGeneral & UnrestrictedPCALBERT LEA, MN, US$5,000
Paid GrantSEEDS OF PEACE INCGeneral & UnrestrictedPCNEW YORK, NY, US$5,000
Paid GrantWASHINGTON AREA BICYCLIST ASSOCIATIONGeneral & UnrestrictedPCWASHINGTON, DC, US$2,000
Paid GrantBIKES NOT BOMBS INCGeneral & UnrestrictedPCJAMAICA PLAIN, MA, US$1,000
Paid GrantENGINEERS WITHOUT BORDERS USA INCWorcester Polytechnic Institute chapterPCDENVER, CO, US$1,000
Paid GrantIRAQI STUDENT PROJECT INCGeneral & UnrestrictedPCSAINT LOUIS, MO, US$1,000
Paid GrantMAINE APPALACHIAN TRAIL CLUB INCGeneral & UnrestrictedPCBANGOR, ME, US$1,000
Paid GrantMIDDLE EAST CHILDRENS ALLIANCEAid for Syrian RefugeesPCBERKELEY, CA, US$1,000
Paid GrantPIONEER VALLEY SYMPHONY INCGeneral & UnrestrictedPCGREENFIELD, MA, US$1,000
Paid GrantPOLUS CENTER FOR SOCIAL AND ECONOMIC DEVELOPMENTNicaraguan relief fundPCCLINTON, MA, US$1,000
Paid GrantUNITARIAN UNIVERSALIST SERVICE COMMITTEE INCHuman Right to Water InitiativePCCAMBRIDGE, MA, US$1,000
Paid GrantWORCESTER POLYTECHNIC INSTITUTEMassachusetts Academy of Math and SciencePCWORCESTER, MA, US$1,000
Paid GrantJOY OF MUSIC PROGRAM INCCNVS Annual Meeting PerformancePCWORCESTER, MA, US$100
Filing and Contact Details

Filer

Filer Name
Alice Rowan Swanson Foundation
EIN
27-2782745
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
brian swanson
Title
president
Phone
8008391754
Signed
2015-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ITC HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33JOHNSON CONTROLS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34KEURIG GREEN MOUNTAIN INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MIDDLEBY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MINERAL TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NOKIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ORMAT TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PANERA BREAD CO. CL. A.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PAX WORLD INTERNATIONAL INDIVI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PENTAIR INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ROCHE HOLDING AG GENUSSCHEIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SOLARCITY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SONOCO PRODUCTS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51STARWOOD HOTELS & RESORTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53TELEFONICA S A ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54UMPQUA HOLDINGS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UNILEVER N V N Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UNITED NATURAL FOODS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VERISK ANALYTICS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58WABTEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WATERS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WESTPORT INNOVATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WHOLE FOODS MARKET, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt036324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SJF VENTURES IIIA, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt038288
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt039797
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt085100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt039047
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt039797
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt050684
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0935277
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0169
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0169
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0124083
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0157471
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011502
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02769
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06437
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06437
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017495
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017495
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0466
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt096602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0119802
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0178201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0170486
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011502
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020730
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0805330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0129947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0129947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0935277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0132548
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt050684
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01743266
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01692582
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01743266
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt096098
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt096098
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt096098
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt097673
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01575
IRS990PF/DistributableAmountGrp/TotalTaxAmt01575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01665
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01575
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03221
IRS990PF/FMVAssetsEOYAmt01943251
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0233473
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0496441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0486267
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01325465
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01054574
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01262769
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt021472
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt036324
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt038288
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01692582
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01743266
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt051248
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0115927
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0115927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01692582
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01743266
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01943251
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01692582
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01743266
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01692582
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01743266
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt020924
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01983217
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt094898
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01810031
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029748
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt078288
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt097673
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01953469
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01983217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ruth E Rowan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Melinda Rowan Swanson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Brian Swanson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres / Dir / Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP / Dir
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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt055455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt057030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt085093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt062753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt021410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt017578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.028388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.01396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.018768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01953469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01912124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01727786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01533634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0936589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt096602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.11355
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt095027

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,743,266
Liabilities
$0
Net assets
$1,743,266
Revenue
$170,486
Expenses
$119,802
Net income
$50,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.07$0.15$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.14$0.15$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.06$0.15$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.31$0.14$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.23$0.12$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.08$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.23$0.12$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.10$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.17$0.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.16$0.11$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04