Civic Intelligence

David B Jones Foundation Co Jeff Malone

990PF • Fiscal year 2022 • EIN 41-1909574

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

68th percentile

17%

Higher net margin than 68% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

20th percentile

$4,240

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

56th percentile

1.3%

Faster asset growth than 56% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

-1.0%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$27,950,502

Up $357,191 (+1.3%) from 2021

Net Assets

Up

$27,920,392

Up $357,191 (+1.3%) from 2021

Liabilities

Flat

$30,110

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin68th percentile

Revenue

Down

$2,047,451

Down $19,650 (-1.0%) from 2021

Expenses

Down

$1,690,260

Down $505,706 (-23%) from 2021

Net Income

Up

$357,191

Up $486,056 (+377%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$40M$30M$20M$10M$0Assets 2010: $839,003Liabilities 2010: $0Net Assets 2010: $839,0032010Assets 2011: $834,603Liabilities 2011: $0Net Assets 2011: $834,6032011Assets 2012: $1,103,935Liabilities 2012: $0Net Assets 2012: $1,103,9352012Assets 2013: $1,110,085Liabilities 2013: $0Net Assets 2013: $1,110,0852013Assets 2014: $1,131,798Liabilities 2014: $0Net Assets 2014: $1,131,7982014Assets 2015: $31,867,631Liabilities 2015: $30,1102015Assets 2019: $28,332,367Liabilities 2019: $30,1102019Assets 2020: $27,734,676Liabilities 2020: $42,610Net Assets 2020: $27,692,0662020Assets 2021: $27,593,311Liabilities 2021: $30,110Net Assets 2021: $27,563,2012021Assets 2022: $27,950,502Liabilities 2022: $30,110Net Assets 2022: $27,920,3922022Assets 2023: $25,960,674Liabilities 2023: $30,110Net Assets 2023: $25,930,5642023Assets 2024: $25,201,943Liabilities 2024: $30,110Net Assets 2024: $25,171,8332024

Highlighted filing

2022

Assets$27,950,502
Liabilities$30,110
Net Assets$27,920,392
Open 2022 Filing

Operations Trend

Revenue Growth43rd percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $55,8742010Expenses 2011: $65,8662011Expenses 2012: $57,0862012Revenue 2013: $113,884Expenses 2013: $96,154Net Income 2013: $17,7302013Revenue 2014: $98,767Expenses 2014: $78,997Net Income 2014: $19,7702014Revenue 2015: $31,006,990Expenses 2015: $304,414Net Income 2015: $30,702,5762015Revenue 2019: $509,768Expenses 2019: $2,100,041Net Income 2019: -$1,590,2732019Revenue 2020: $1,168,332Expenses 2020: $1,778,523Net Income 2020: -$610,1912020Revenue 2021: $2,067,101Expenses 2021: $2,195,966Net Income 2021: -$128,8652021Revenue 2022: $2,047,451Expenses 2022: $1,690,260Net Income 2022: $357,1912022Revenue 2023: -$341,620Expenses 2023: $1,648,208Net Income 2023: -$1,989,8282023Revenue 2024: $930,199Expenses 2024: $1,688,930Net Income 2024: -$758,7312024

Highlighted filing

2022

Revenue$2,047,451
Expenses$1,690,260
Net Income$357,191
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey MalonePres-$4,240-$4,240
Michael J FlynnDirector-$0--
Brad GrossenburgDirector-$0--
Don LofgrenDir, Sec-$0--
Cayce B MaloneDirector-$0--
Raymond RogersDirector-$0--
Muriel RunholtDirector-$0--
Filing and Contact Details

Filer

Filer Name
David B Jones Foundation
EIN
41-1909574
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
0
Title
President
Phone
8008391754
Signed
2023-11-14
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
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CompensationExplanation/CompensationExplanationGrp/PersonNm1Jeffrey Malone
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*Deceased in 2022
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1*JEFFREY MALONE, PRESIDENT OF DAVID B. JONES FOUNDATION (THE "FOUNDATION"), IS A PRESIDENT AT THE INVESTMENT MANAGEMENT FIRM OF MALONE CAPITAL ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $231,388 FOR INVESTMENT MANAGEMENT SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.
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InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt12698001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0242092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2100645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALBION CAPITAL FUND I, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GREAT PLAINS LODGING VI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2INVESCO DB AGRICULTURE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0242092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt136977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2100750
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0446622
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01129764
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt069929
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0122522
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05530
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01774367
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01774367
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01129765
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04240
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04240
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01037633
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01037633
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0444422
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0446622
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0357191
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0395606
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0395606
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07673462
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt069929
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt069929
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt016962
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt016962
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01129764
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01521892
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0122522
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt076849
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07853
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt084702
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05530
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05530
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02965
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0385163
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0388128
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt01913
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt01913
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0113382
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0156682
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01123600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0523360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01690260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02045252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02047451
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt085967
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0523360
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0652627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01489266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11589000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21818695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31633975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt050396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-12761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt232800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3293305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4766025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt050396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2293305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3766025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01539662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11621800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22112000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NE QTR, SEC 21, TWP 104, RANGE 41, NOBLES COUNTY, MN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SW QTR, SEC 21, TWP 104, RANGE 41, NOBLES COUNTY, MN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42000 5TH STREET, ROCK ISLAND, IL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01129765
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0357191
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027920392
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027563201
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027920392
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01347926
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01347926
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01347926
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01369080
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021154
IRS990PF/DistributableAmountGrp/TotalTaxAmt021154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt025500
IRS990PF/FMVAssetsEOYAmt026370728
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01259
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt051
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01259
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01259
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02283208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01956409
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01815312
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08524285
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012092225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012447687
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt07106171
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt011961604
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt07106171
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt05396001
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt033609
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0379712
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0379819
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt030110
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt030110
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt027563201
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt027920392
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04251023
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05560442
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05560442
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt027593311
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027950502
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt026370728
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt030110
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt030110
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt027593311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027950502
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt027563201
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027920392
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0539531
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0854284
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0770208
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027798579
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05014211
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014120758
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0416979
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt08663610
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01369080
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027381600
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027798579
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Northwestern Farm Management Co
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Foundation Source
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Malone Capital Advisors LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0152235
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt175942
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2231388

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,950,502
Liabilities
$30,110
Net assets
$27,920,392
Revenue
$2,047,451
Expenses
$1,690,260
Net income
$357,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.2$0.03$25.2$0.93$1.69$0.76
2023Detailed filing. Detailed filing data is available for this year.$26.0$0.03$25.9$0.34$1.65$1.99
2022Detailed filing. Detailed filing data is available for this year.$28.0$0.03$27.9$2.05$1.69$0.36
2021Detailed filing. Detailed filing data is available for this year.$27.6$0.03$27.6$2.07$2.20$0.13
2020Detailed filing. Detailed filing data is available for this year.$27.7$0.04$27.7$1.17$1.78$0.61
2019Summary only. Only limited summary data is available for this year.$28.3$0.03$0.51$2.10$1.59
2015Summary only. Only limited summary data is available for this year.$31.9$0.03$31.0$0.30$30.7
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.11$0.10$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.06
Peer Organizations

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