Civic Intelligence

Doctorbird Foundation

990PF • Fiscal year 2021 • EIN 27-3900238

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 14, 2022

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

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

3rd percentile

-119%

Higher net margin than 3% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

12th percentile

-3.0%

Faster asset growth than 12% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-34%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$29,580,958

Down $904,700 (-3.0%) from 2020

Net Assets

Down

$29,580,958

Down $904,700 (-3.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin3rd percentile

Revenue

Down

$763,205

Down $394,065 (-34%) from 2020

Expenses

Down

$1,667,905

Down $34,175 (-2.0%) from 2020

Net Income

Down

-$904,700

Down $359,890 (-66%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$40M$30M$20M$10M$0Assets 2012: $36,039,454Liabilities 2012: $0Net Assets 2012: $36,039,4542012Assets 2019: $31,030,468Liabilities 2019: $0Net Assets 2019: $31,030,4682019Assets 2020: $30,485,658Liabilities 2020: $0Net Assets 2020: $30,485,6582020Assets 2021: $29,580,958Liabilities 2021: $0Net Assets 2021: $29,580,9582021Assets 2022: $28,193,525Liabilities 2022: $0Net Assets 2022: $28,193,5252022Assets 2023: $27,165,828Liabilities 2023: $0Net Assets 2023: $27,165,8282023Assets 2024: $26,988,100Liabilities 2024: $0Net Assets 2024: $26,988,1002024

Highlighted filing

2021

Assets$29,580,958
Liabilities$0
Net Assets$29,580,958
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $980,6542012Revenue 2019: $830,098Expenses 2019: $1,719,905Net Income 2019: -$889,8072019Revenue 2020: $1,157,270Expenses 2020: $1,702,080Net Income 2020: -$544,8102020Revenue 2021: $763,205Expenses 2021: $1,667,905Net Income 2021: -$904,7002021Revenue 2022: $447,480Expenses 2022: $1,834,913Net Income 2022: -$1,387,4332022Revenue 2023: $682,391Expenses 2023: $1,710,088Net Income 2023: -$1,027,6972023Revenue 2024: $1,503,191Expenses 2024: $1,680,919Net Income 2024: -$177,7282024

Highlighted filing

2021

Revenue$763,205
Expenses$1,667,905
Net Income-$904,700
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E PorterPres, Dir, Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPLANNED PARENTHOOD OF NORTHERN NEW ENGLANDGeneral & UnrestrictedPCCOLCHESTER, VT, US$200,000
Paid GrantPLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASUGeneral & UnrestrictedPCWEST PALM BCH, FL, US$200,000
Paid GrantVITAL COMMUNITIES INCGeneral & UnrestrictedPCWHITE RIV JCT, VT, US$150,000
Paid GrantBELOIT COLLEGEBeloit Channel InitiativePCBELOIT, WI, US$100,000
Paid GrantNORTH CENTRAL FLORIDA YMCA YOUNG MENS CHRISTIAN ASGeneral & UnrestrictedPCGAINESVILLE, FL, US$100,000
Paid GrantPLANNED PARENTHOOD OF NORTHERN NEW ENGLANDFor care provided to transgender individualsPCCOLCHESTER, VT, US$100,000
Paid GrantSANTA FE COLLEGEScholarship Fund - to assist a qualified student who cannot afford the cost of tuitionPCGAINESVILLE, FL, US$100,000
Paid GrantTRYALL FUNDGeneral & UnrestrictedPCWHITE PLAINS, NY, US$85,000
Paid GrantBELOIT COLLEGEProgrammatic support Fund for the Beloit Channel InitiativePCBELOIT, WI, US$50,000
Paid GrantBREAD OF THE MIGHTY FOOD BANK INCGeneral & UnrestrictedPCGAINESVILLE, FL, US$50,000
Paid GrantST FRANCIS HOUSE INCGeneral & UnrestrictedPCGAINESVILLE, FL, US$50,000
Paid GrantTHE EDUCATION FOUNDATION OF ALACHUA COUNTY INCTake Stock in Children Scholarship FundPCGAINESVILLE, FL, US$30,000
Paid GrantGAINESVILLE CHAMBER ORCHESTRA INCGeneral & UnrestrictedPCGAINESVILLE, FL, US$25,000
Paid GrantHELPING HANDS CLINIC INCGeneral & UnrestrictedPCGAINESVILLE, FL, US$25,000
Paid GrantNEW LONDON BARN PLAYHOUSE INCTo support the Capital CampaignPCNEW LONDON, NH, US$25,000
Paid GrantNORTH CENTRAL FLORIDA HOSPICE INCGeneral & UnrestrictedPCGAINESVILLE, FL, US$25,000
Paid GrantOAK HAMMOCK AT THE UNIVERSITY OF FLORIDA INCFor the Benevolent FundPCGAINESVILLE, FL, US$25,000
Paid GrantPEACEFUL PATHS INCGeneral & UnrestrictedPCGAINESVILLE, FL, US$25,000
Paid GrantREMOTE AREA MEDICALGeneral & UnrestrictedPCROCKFORD, TN, US$25,000
Paid GrantUNITED WAY OF NORTH CENTRAL FLORIDA INCGeneral & UnrestrictedPCGAINESVILLE, FL, US$25,000
Paid GrantVERMONT INSTITUTE OF NATURAL SCIENCE INCGeneral & UnrestrictedPCQUECHEE, VT, US$25,000
Paid GrantVITAL COMMUNITIES INCChild care initiativePCWHITE RIV JCT, VT, US$23,000
Paid GrantTRYALL FUNDScholarship Fund- for students needing financial assistance to continue their educationPCWHITE PLAINS, NY, US$15,000
Paid GrantUNIVERSITY OF FLORIDA FOUNDATION INCFor support of public television station WUFT-TVPCGAINESVILLE, FL, US$15,000
Filing and Contact Details

Filer

Filer Name
Doctorbird Foundation
EIN
27-3900238
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
elizabeth porter
Title
president
Phone
8008391754
Signed
2022-04-14
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 639 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABBVIE INC - 3.600% - 05/14/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ALPHABET INC CL C - 3.375% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2APPLE INC - 3.000% - 02/09/202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BERKSHIRE HATHAWAY INC DEL - 3
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BRISTOL-MYERS SQUIBB - 3.250%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5CATERPILLAR INC - 3.400% - 05/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CELGENE CORP - 3.250% - 08/15/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7INTEL CORP - 3.100% - 07/29/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8JOHNSON &JOHNSON - 3.375% - 12
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9JPMORGAN CHASE & CO FR - 3.875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10MASTERCARD - 3.375% - 04/01/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11MORGAN STANLEY SR NT-F - 3.750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12STARBUCKS CORP - 3.850% - 10/0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13U S BANCORP MTNS BK ENT - 3.00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14UNITEDHEALTH GROUP INC - 3.750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15WAL MART - 3.300% - 04/22/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0258629
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1253428
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2256793
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3265247
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4261600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5248448
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6247633
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7260985
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8523957
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9248705
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10262234
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11249773
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12259253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13258020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14261902
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15258470
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0265095
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1263448
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2260203
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3250578
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4260911
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5262438
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6253569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7253888
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8524858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9265237
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10263104
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11258590
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12261060
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13250778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14271184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15261632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt054795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2710212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31366515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4721536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5337122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6693143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt793985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8258014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt947574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10712475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11102673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12382246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14517213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15350381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16127452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17107535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1848440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1912164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2016056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2116302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223339562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt238314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24710808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2584707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2632952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27326399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28939648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29710228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt301104130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31234202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3251124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3350903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342227784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3576806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36350203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3745392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3847491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3950785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40127162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41262820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4283842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43351296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44102566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4526117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt461302029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt048397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2704959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31796848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4759012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5519543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6671602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7103741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8272670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt948587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10697777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11102580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12389241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1313466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14539406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15369127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16126825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17111427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1849161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1913971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2027501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2123135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt227002212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt238600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24704858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2588604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2640599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27325910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28930896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29708335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt301179718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31266290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3239709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3337561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt344030288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3575073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36546878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3747130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3850479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3954113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40127632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41266105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4274131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43341882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44100590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4526645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt461398443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03D PRINTING ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BARCLAYS BANK IPATH ETN GSCI T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FIRST TRUST LOW DURATION OPPOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GUGGENHEIM RISK MANAGED REAL E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4GUGGENHEIM TOTAL RETURN BOND F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5HENDERSON EUROPEAN FOCUS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6HENDERSON GLOBAL EQUITY INC I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7INVESCO S&P 500 DOWNSIDE HEDGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHARES 20+ YR TREAS BD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ISHARES BARCLAYS 1-3 YEAR TREA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ISHARES BARCLAYS 3-7 YEAR TREA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES BARCLAYS SHORT TREASUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES BARCLAYS US AGGREGATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES COHEN & STEERS REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES CORE GROWTH ALLOCATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES EDGE MSCI MIN VOL GLOB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES FLOATING RATE NOTE FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ISHARES GOLD TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ISHARES IBOXX $ HIGH YIELD COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ISHARES MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ISHARES RUSSELL 1000 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES S&P 500 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ISHARES S&P/CITIGROUP INTERNAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ISHARES SHORT TERM CORPORATE B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ISHARES TR S & P MIDCAP 400 IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ISHARES TRUST MSCI EAFE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ISHARESLEHMAN 7-10YR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JANU HENDERSON SHORT DURATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JP MORGAN ULTRA SHORT INCOME E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30JPMORGAN EQUITY PREMIUM INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NTSXWISDOMTREE 90/60 U.S. BALA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PROSHARES BITCOIN STRATEGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PROSHARES K-1 FREE CRUDE OIL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PROSHARES S&P 500 DIVIDEND ARI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35QUADRATIC INTEREST RATE VOLATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36RAYONIER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ROBO GLOBAL ARTIFICIAL INTELLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ROBO GLOBAL ROBOTICS AND AUTOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SCHWAB US REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SPDR BARCLAYS SHORT TERM HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SPDR BLOOMBERG BARCLAYS HYB ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42STONE RIDGE REINSURANCE RISK P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43VANGUARD CHARLOTTE INTL BD IDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VANGUARD SHORT TERM INFLATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WILDERMUTH ENDOWMENT FD CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46WST ASSET MANAGER U.S. BOND FU
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0627264
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0134499
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01442
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0763205
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0763205
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0134499
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01493000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01493000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0627264
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0627264
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-904700
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021243156
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01442
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01442
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0134499
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0686129
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt082908
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt082908
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt077076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt077076
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01575908
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt077076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01667905
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0763205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0763205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt082908
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt077076
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0174905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021108657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0134499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0134499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021243156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0134499
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-904700
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029580958
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030485658
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029580958
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01744408
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01744408
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01744408
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01753945
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09537
IRS990PF/DistributableAmountGrp/TotalTaxAmt09537
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09537
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09537
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09537
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07600
IRS990PF/FMVAssetsEOYAmt036163107
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06001037
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04375077
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04426573
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017223366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019343652
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025874305
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt030485658
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt029580958
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07261255
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05862229
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05862229
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt030485658
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt029580958
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt036163107
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt030485658
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt029580958
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt030485658
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt029580958
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt035613100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08181355
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt027431745
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0534197
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01753945
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt035078903
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt035613100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Foundation Source
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1WILBANKS SMITH & THOMAS ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt082883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt177076
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Administrative
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt055 Walls Drive 3rd Fl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1150 W MAIN ST SUITE 1700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Fairfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NORFOLK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd006824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd1235101609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0E Porter
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/ExpensesAndContributionsAmt01575908
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01575908
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/SupplementaryInformationGrp/ContributingManagerNm0E PORTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1630000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1785000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2323000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Beloit Channel Initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Programmatic support Fund for the Beloit Channel Initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To support the Capital Campaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8For the Benevolent Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11For care provided to transgender individuals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Scholarship Fund - to assist a qualified student who cannot afford the cost of tuition
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Take Stock in Children Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Scholarship Fund- for students needing financial assistance to continue their education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19General & Unrestricted

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,580,958
Liabilities
$0
Net assets
$29,580,958
Revenue
$763,205
Expenses
$1,667,905
Net income
-$904,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$1.50$1.68$0.18
2023Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$0.68$1.71$1.03
2022Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$0.45$1.83$1.39
2021Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$0.76$1.67$0.90
2020Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$1.16$1.70$0.54
2019Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$0.83$1.72$0.89
2012Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$0.98