Civic Intelligence

Jae S LIM Foundation

990PF • Fiscal year 2011 • EIN 27-2910858

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 27, 2012

Foundation Source 501 Silverside Rd19809-1377
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,461,334

No earlier filing loaded for comparison.

Net Assets

$1,461,334

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$3,781

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $1,461,334Liabilities 2011: $0Net Assets 2011: $1,461,3342011Assets 2012: $2,762,853Liabilities 2012: $0Net Assets 2012: $2,762,8532012Assets 2013: $5,243,067Liabilities 2013: $0Net Assets 2013: $5,243,0672013Assets 2014: $7,531,018Liabilities 2014: $0Net Assets 2014: $7,531,0182014Assets 2015: $8,919,367Liabilities 2015: $0Net Assets 2015: $8,919,3672015Assets 2016: $11,796,035Liabilities 2016: $0Net Assets 2016: $11,796,0352016Assets 2017: $13,644,540Liabilities 2017: $0Net Assets 2017: $13,644,5402017Assets 2018: $14,491,601Liabilities 2018: $0Net Assets 2018: $14,491,6012018Assets 2019: $16,063,997Liabilities 2019: $77Net Assets 2019: $16,063,9202019Assets 2020: $19,235,613Liabilities 2020: $83Net Assets 2020: $19,235,5302020Assets 2021: $20,871,182Liabilities 2021: $0Net Assets 2021: $20,871,1822021Assets 2022: $20,433,930Liabilities 2022: $2,464Net Assets 2022: $20,431,4662022Assets 2023: $21,199,818Liabilities 2023: $506Net Assets 2023: $21,199,3122023Assets 2024: $23,576,919Liabilities 2024: $129Net Assets 2024: $23,576,7902024

Highlighted filing

2011

Assets$1,461,334
Liabilities$0
Net Assets$1,461,334

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,7812011Expenses 2012: $65,4882012Revenue 2013: $2,552,695Expenses 2013: $72,481Net Income 2013: $2,480,2142013Revenue 2014: $2,906,543Expenses 2014: $618,592Net Income 2014: $2,287,9512014Revenue 2015: $1,784,910Expenses 2015: $396,561Net Income 2015: $1,388,3492015Revenue 2016: $3,078,761Expenses 2016: $202,093Net Income 2016: $2,876,6682016Revenue 2017: $2,359,487Expenses 2017: $510,982Net Income 2017: $1,848,5052017Revenue 2018: $2,399,127Expenses 2018: $1,552,066Net Income 2018: $847,0612018Revenue 2019: $2,689,613Expenses 2019: $1,117,294Net Income 2019: $1,572,3192019Revenue 2020: $4,304,496Expenses 2020: $1,132,886Net Income 2020: $3,171,6102020Revenue 2021: $2,472,286Expenses 2021: $836,634Net Income 2021: $1,635,6522021Revenue 2022: $696,857Expenses 2022: $1,136,573Net Income 2022: -$439,7162022Revenue 2023: $2,802,860Expenses 2023: $2,035,014Net Income 2023: $767,8462023Revenue 2024: $4,443,766Expenses 2024: $2,066,288Net Income 2024: $2,377,4782024

Highlighted filing

2011

Revenue-
Expenses$3,781
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 27, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jae S LimPresident / Director / Secretary-$0--
Filing and Contact Details

Filer

EIN
27-2910858
Raw XML Appendix243 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/InvestmentsCorpStock/EOYBookValue0261476
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue120256
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2103053
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3122436
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4821700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0283500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV120360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV295449
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3122034
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4817800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0700 shares of APPLE INC. AAPL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1800 shares of BLUE COAT SYSTEMS INC BCSI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22692 shares of SPARTAN EXT MKT INDXFID ADVANTAGE CLASS FSEVX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32743 shares of SPARTAN US EQTY INDX FID ADVANTAGE CLASS FUSVX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock430000 shares of TAX MANAGED SMALL CAP ADM VTMSX
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount03502
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount020248
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount064
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount023814
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice084396
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps03780
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss03780
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03781
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome085858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01083098
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03780
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03781
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0128296
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01328921
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01339143
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0382017
IRS990PF/BalanceSheets/RetainedEarningsEOY01461334
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0132413
IRS990PF/BalanceSheets/TotalAssetsBOY0382017
IRS990PF/BalanceSheets/TotalAssetsEOY01461334
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01471556
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0382017
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0382017
IRS990PF/BalanceSheets/TotalNetAssetsEOY01461334
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome082292
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis02104
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Publicly-traded Securities
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss082292
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses082292
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice084396
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01079317
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01461334
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0382017
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01461334
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted022808
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj022808
IRS990PF/DistributableAmount/DistributableAmountBeforeDed022808
IRS990PF/DistributableAmount/MinimumInvestmentReturn024525
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01717
IRS990PF/DistributableAmount/TotalTax01717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01717
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01471556
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0497972
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0125159
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0372813
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07470
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn024525
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0490502
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0497972
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Jae S Lim
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President / Director / Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Foundation Source 501 Silverside Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Wilmington
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0DE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode019809
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct022291
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets021432
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.043693
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.043693
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0490502
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10145400
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0859
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions03780
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear106353
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.043693
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions03780
IRS990PF/QualifyingDistributions/ExpensesAndContributions03780
IRS990PF/QualifyingDistributions/QualifyingDistributions03780
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Foundation Source
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08008391754
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Wilmington
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0198091377
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0true
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0Jae S Lim
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03780
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022808
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102550
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus02550
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02550
IRS990PF/UndistributedIncome/QualifyingDistributions03780
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02550
IRS990PF/UndistributedIncome/UndistributedIncomeCY016478
IRS990ScheduleB/ContributorInfo/AggregateContributions01059284
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine101 Briarwood Lane
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Winchester
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode001890
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Lim Jae S
IRS990ScheduleB/ContributorInfo/ContributorNumber00001
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI00001
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI10001
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI20001
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI30001
IRS990ScheduleB/NoncashProperty/DateReceived02011-12-21
IRS990ScheduleB/NoncashProperty/DateReceived12011-12-21
IRS990ScheduleB/NoncashProperty/DateReceived22011-12-29
IRS990ScheduleB/NoncashProperty/DateReceived32011-12-30
IRS990ScheduleB/NoncashProperty/FairMarketValue0197328
IRS990ScheduleB/NoncashProperty/FairMarketValue120256
IRS990ScheduleB/NoncashProperty/FairMarketValue2412800
IRS990ScheduleB/NoncashProperty/FairMarketValue3408900
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0APPLE INC.
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription1BLUE COAT SYSTEMS INC
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription2TAX MANAGED SMALL CAP ADM
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription3TAX MANAGED SMALL CAP ADM
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0Administrative Fees
OtherExpensesSchedule/OtherExpenses/Description1State or Local Filing Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps03755
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks03755
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks125
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount01
TaxesSchedule/Taxes/Category0Excise Tax for 2010
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0272910858
ReturnHeader/Filer/Name/BusinessNameLine10Jae S Lim Foundation
ReturnHeader/Filer/NameControl0JAES
ReturnHeader/Filer/Phone08008391754
ReturnHeader/Filer/USAddress/AddressLine10Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-04-27
ReturnHeader/Officer/Name0Jae S Lim
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02012-04-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1055 Walls Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Fairfield
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006824
ReturnHeader/Preparer/Name0Jeffrey D Haskell
ReturnHeader/Preparer/Phone08008391754
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-03T14:38:05-00:00

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.$23.6$0.00$23.6$4.44$2.07$2.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.00$21.2$2.80$2.04$0.77
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$0.70$1.14$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.00$20.9$2.47$0.84$1.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$4.30$1.13$3.17
2019Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$2.69$1.12$1.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$2.40$1.55$0.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$2.36$0.51$1.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$3.08$0.20$2.88
2015Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$1.78$0.40$1.39
2014Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$2.91$0.62$2.29
2013Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$2.55$0.07$2.48
2012Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.00