Civic Intelligence

David and Janet Polak Foundation

990T • Fiscal year 2022 • EIN 45-4797578

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2013: $76,696,942Liabilities 2013: $02013Assets 2014: $74,234,932Liabilities 2014: $02014Assets 2015: $72,956,960Liabilities 2015: $02015Assets 2019: $72,413,245Liabilities 2019: $02019Assets 2020: $71,098,585Liabilities 2020: $0Net Assets 2020: $71,098,5852020Assets 2021: $70,462,786Liabilities 2021: $0Net Assets 2021: $70,462,7862021Assets 2022: $70,845,903Liabilities 2022: $0Net Assets 2022: $70,845,9032022Assets 2023: $70,259,797Liabilities 2023: $0Net Assets 2023: $70,259,7972023Assets 2024: $70,414,478Liabilities 2024: $0Net Assets 2024: $70,414,4782024

Latest loaded filing

2024

Assets$70,414,478
Liabilities$0
Net Assets$70,414,478
Open 2024 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2013: $1,756,724Expenses 2013: $1,420,570Net Income 2013: $336,1542013Revenue 2014: $1,805,760Expenses 2014: $4,267,770Net Income 2014: -$2,462,0102014Revenue 2015: $3,395,368Expenses 2015: $4,673,340Net Income 2015: -$1,277,9722015Revenue 2019: $4,086,731Expenses 2019: $3,860,217Net Income 2019: $226,5142019Revenue 2020: $3,236,739Expenses 2020: $4,560,284Net Income 2020: -$1,323,5452020Revenue 2021: $3,446,764Expenses 2021: $4,082,563Net Income 2021: -$635,7992021Revenue 2022: $5,241,349Expenses 2022: $4,859,232Net Income 2022: $382,1172022Revenue 2023: $4,905,865Expenses 2023: $5,496,971Net Income 2023: -$591,1062023Revenue 2024: $4,815,059Expenses 2024: $4,660,378Net Income 2024: $154,6812024

Latest loaded filing

2024

Revenue$4,815,059
Expenses$4,660,378
Net Income$154,681
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
David & Janet Polak Foundation
EIN
45-4797578
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jeffrey Polak
Title
President
Phone
8008391754
Signed
2023-11-07
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 Appendix96 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt0278967
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt04482
IRS1120ScheduleD/NetCapitalGainAmt0274485
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0274485
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt04482
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0274485
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt04482
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0274485
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM SCHEDULE K-1 (FORM 1065)
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0274485
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt04482
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM SCHEDULE K-1 (FORM 1065)
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt04482
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Foundation Source
IRS990T/BooksInCareOfDetail/PhoneNum08008391754
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Wilmington
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0198091377
IRS990T/BookValueAssetsEOYAmt070845903
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt02196
IRS990T/ESPenaltyAmt00
IRS990T/ExtsnRequestIncomeTaxPaidAmt0131100
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt00
IRS990T/OverpaymentSection/OverpaymentAmt0126950
IRS990T/OverpaymentSection/RefundAmt0126950
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt00
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/CapitalGainNetIncomeAmt0278967
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt07503
IRS990TScheduleA/TotalDeductionsAmt07503
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-248505
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt030462
IRS990TScheduleA/TotUnrltTrdBusIncmAmt030462
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0investment activity
IRS990TScheduleA/UBIBeforeNOLDedAmt022959
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt022959
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt04150
IRS990T/TaxLessCreditsAmt04150
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0131100
IRS990T/TotalTaxAmt04150
IRS990T/TotalTaxComputationAmt04150
IRS990T/TotalUBTIAmt019763
IRS990T/TotalUBTIBeforeNOLSpecificAmt020763
IRS990T/TotalUBTIBeforeSection199AAmt020763
IRS990T/TotalUBTIComputedAmt022959
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey Polak
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David & Janet Polak Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0454797578
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/PreparerFirmGrp/PreparerFirmEIN0510398347
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/ReturnTs02023-11-12T16:23:26-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeffrey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Polak
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$4.82$4.66$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.3$0.00$70.3$4.91$5.50$0.59
2022Detailed filing. Detailed filing data is available for this year.$70.8$0.00$70.8$5.24$4.86$0.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.5$0.00$70.5$3.45$4.08$0.64
2020Detailed filing. Detailed filing data is available for this year.$71.1$0.00$71.1$3.24$4.56$1.32
2019Summary only. Only limited summary data is available for this year.$72.4$0.00$4.09$3.86$0.23
2015Summary only. Only limited summary data is available for this year.$73.0$0.00$3.40$4.67$1.28
2014Summary only. Only limited summary data is available for this year.$74.2$0.00$1.81$4.27$2.46
2013Summary only. Only limited summary data is available for this year.$76.7$0.00$1.76$1.42$0.34