Civic Intelligence

White Tree Foundation

990PF • Fiscal year 2024 • EIN 33-1504163

Oct 08, 2024 to Dec 31, 2024 • Filed on Nov 05, 2025

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

30th percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

$983,767

No earlier filing loaded for comparison.

Net Assets

$983,767

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

$1,013,171

No earlier filing loaded for comparison.

Expenses

$29,404

No earlier filing loaded for comparison.

Net Income

$983,767

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2024: $983,767Liabilities 2024: $0Net Assets 2024: $983,7672024

Highlighted filing

2024

Assets$983,767
Liabilities$0
Net Assets$983,767
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Revenue 2024: $1,013,171Expenses 2024: $29,404Net Income 2024: $983,7672024

Highlighted filing

2024

Revenue$1,013,171
Expenses$29,404
Net Income$983,767
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 8, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne K SpurlockDir/Exec Director-$5,833-$5,833
Katherine W SpurlockDir, Pres-$0--
Lucy Morgan SpurlockDirector-$0--
Steven M SpurlockDirector-$0--
Filing and Contact Details

Filer

Filer Name
White Tree Foundation
EIN
33-1504163
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Katherine W Spurlook
Title
President
Phone
8008391754
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix301 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Anne K Spurlock
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Spurlock Steven M
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt050 Woodside Plaza PO Box 653
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt150 Woodside Plaza PO Box 653
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Redwood City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
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IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0992528
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt123333
IRS990ScheduleB/GeneralRuleInd0X
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IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0500671
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1101153
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2122526
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3145184
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4122994
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0UBER UBER, 7679 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1STITCH FIX, INC. SFIX, 21954 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2COINBASE GLOBAL COIN, 397 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3ASANA INC ASAN, 5912 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4AFFIRM HOLDINGS INC CL A AFRM, 1809 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-12-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-12-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32024-12-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42024-12-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Foundation Formation/1023 Prep
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt016333
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt016333
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06500
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Spurlock Family Revocable Trust
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Spurlock Steven M
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2Spurlock Katherine
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt050 Woodside Plaza PO Box 653
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt150 Woodside Plaza PO Box 653
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt250 Woodside Plaza PO Box 653
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Redwood City
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Redwood City
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2red
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094061
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd194061
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd294061
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine W Spurlook
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0White Tree Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0331504163
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-11-10T08:38:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-08
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$983,767
Liabilities
$0
Net assets
$983,767
Revenue
$1,013,171
Expenses
$29,404
Net income
$983,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.01$0.03$0.98
Peer Organizations

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