Civic Intelligence

Brookwood Foundation

990PF • Fiscal year 2018 • EIN 39-2012432

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

57th percentile

2.3%

Faster asset growth than 57% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,556,526

Up $79,230 (+2.3%) from 2017

Net Assets

Up

$3,556,526

Up $79,230 (+2.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin85th percentile

Revenue

Down

$213,267

Down $822,319 (-79%) from 2017

Expenses

Down

$134,037

Down $24,882 (-16%) from 2017

Net Income

Down

$79,230

Down $797,437 (-91%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$15M$10M$5.0M$0Assets 2010: $3,140,926Liabilities 2010: $0Net Assets 2010: $3,140,9262010Assets 2011: $3,045,174Liabilities 2011: $02011Assets 2012: $2,799,872Liabilities 2012: $0Net Assets 2012: $2,799,8722012Assets 2013: $2,738,783Liabilities 2013: $02013Assets 2014: $2,830,913Liabilities 2014: $1Net Assets 2014: $2,830,9132014Assets 2015: $2,731,469Liabilities 2015: $1Net Assets 2015: $2,731,4692015Assets 2016: $2,600,629Liabilities 2016: $0Net Assets 2016: $2,600,6292016Assets 2017: $3,477,296Liabilities 2017: $0Net Assets 2017: $3,477,2962017Assets 2018: $3,556,526Liabilities 2018: $0Net Assets 2018: $3,556,5262018Assets 2019: $4,296,872Liabilities 2019: $1Net Assets 2019: $4,296,8722019Assets 2020: $4,494,370Liabilities 2020: $1Net Assets 2020: $4,494,3702020Assets 2021: $13,127,591Liabilities 2021: $1Net Assets 2021: $13,127,5912021Assets 2022: $12,564,656Liabilities 2022: $1Net Assets 2022: $12,564,6562022Assets 2023: $11,885,156Liabilities 2023: $1Net Assets 2023: $11,885,1562023Assets 2024: $10,974,296Liabilities 2024: $0Net Assets 2024: $10,974,2962024

Highlighted filing

2018

Assets$3,556,526
Liabilities$0
Net Assets$3,556,526
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $163,0972010Revenue 2011: $95,664Expenses 2011: $191,416Net Income 2011: -$95,7522011Expenses 2012: $146,0282012Revenue 2013: $213,107Expenses 2013: $274,196Net Income 2013: -$61,0892013Revenue 2014: $251,801Expenses 2014: $159,671Net Income 2014: $92,1302014Revenue 2015: $217,564Expenses 2015: $317,008Net Income 2015: -$99,4442015Revenue 2016: $98,918Expenses 2016: $229,758Net Income 2016: -$130,8402016Revenue 2017: $1,035,586Expenses 2017: $158,919Net Income 2017: $876,6672017Revenue 2018: $213,267Expenses 2018: $134,037Net Income 2018: $79,2302018Revenue 2019: $869,770Expenses 2019: $129,424Net Income 2019: $740,3462019Revenue 2020: $323,420Expenses 2020: $125,922Net Income 2020: $197,4982020Revenue 2021: $8,833,527Expenses 2021: $174,858Net Income 2021: $8,658,6692021Revenue 2022: -$7,409Expenses 2022: $588,740Net Income 2022: -$596,1492022Revenue 2023: -$33,206Expenses 2023: $568,321Net Income 2023: -$601,5272023Revenue 2024: $596,917Expenses 2024: $1,529,222Net Income 2024: -$932,3052024

Highlighted filing

2018

Revenue$213,267
Expenses$134,037
Net Income$79,230
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn H HeideTrustee-$0--
Charles H Heide JrTrustee-$0--
Charles H Heide SrTrustee-$0--
Paula Heide-PoggenburgTrustee-$0--
Krista J ReckTrustee-$0--
Kathryn H ThompsonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Brookwood Foundation
EIN
39-2012432
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Charles Heide
Title
treasurer
Phone
8008391754
Signed
2019-11-14
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
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt079230
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03556526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03477296
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03556526
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0180116
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0180116
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0180116
IRS990PF/DistributableAmountGrp/IncomeTaxAmt071
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0184262
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04075
IRS990PF/DistributableAmountGrp/TotalTaxAmt04146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04177
IRS990PF/FMVAssetsEOYAmt03467142
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01330
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt051550
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0620811
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0616550
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02058280
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02168120
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02110458
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0427666
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0397189
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0390053
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03477296
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03556526
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0610835
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0104385
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0104385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03477296
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03556526
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03467142
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03477296
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03556526
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03477296
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03556526
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0327635
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0266021
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0245696
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03741369
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0185759
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03155004
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt056121
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0400606
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0184262
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03685248
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03741369
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kathryn H Heide
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charles H Heide Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Charles H Heide Sr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Paula Heide-Poggenburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Krista J Reck
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Kathryn H Thompson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
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/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0254713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0256750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0139432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0210873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0297658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0148482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0264237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.069117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.073515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.095616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.08334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03685248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02960135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02868437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03113058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03227064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03170598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt096214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.345585
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt096214
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt096214
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt096214
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/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/Form990TFiledInd0true
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/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,556,526
Liabilities
$0
Net assets
$3,556,526
Revenue
$213,267
Expenses
$134,037
Net income
$79,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.60$1.53$0.93
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.03$0.57$0.60
2022Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.01$0.59$0.60
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$8.83$0.17$8.66
2020Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.32$0.13$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.87$0.13$0.74
2018Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.21$0.13$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$1.04$0.16$0.88
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.10$0.23$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.22$0.32$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.25$0.16$0.09
2013Summary only. Only limited summary data is available for this year.$2.74$0.00$0.21$0.27$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.15
2011Summary only. Only limited summary data is available for this year.$3.05$0.00$0.10$0.19$0.10
2010Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.16