Civic Intelligence

Excel Private Foundation

990PF • Fiscal year 2014 • EIN 46-2148132

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 19, 2015

Organization Profile
Foundation Source 501 Silverside RdSuite 123Wilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

1st percentile

-971%

Higher net margin than 1% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

27th percentile

-3.4%

Faster asset growth than 27% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$694,560

Down $24,165 (-3.4%) from 2013

Net Assets

$694,560

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin1st percentile

Revenue

Down

$2,488

Down $735,187 (-100%) from 2013

Expenses

Up

$26,653

Up $7,703 (+41%) from 2013

Net Income

Down

-$24,165

Down $742,890 (-103%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2013: $718,725Liabilities 2013: $02013Assets 2014: $694,560Liabilities 2014: $0Net Assets 2014: $694,5602014Assets 2015: $658,936Liabilities 2015: $0Net Assets 2015: $658,9362015Assets 2016: $610,286Liabilities 2016: $0Net Assets 2016: $610,2862016Assets 2017: $554,657Liabilities 2017: $0Net Assets 2017: $554,6572017Assets 2018: $499,521Liabilities 2018: $0Net Assets 2018: $499,5212018Assets 2019: $522,047Liabilities 2019: $0Net Assets 2019: $522,0472019Assets 2020: $487,132Liabilities 2020: $0Net Assets 2020: $487,1322020Assets 2021: $477,749Liabilities 2021: $0Net Assets 2021: $477,7492021Assets 2022: $480,371Liabilities 2022: $0Net Assets 2022: $480,3712022Assets 2023: $464,066Liabilities 2023: $0Net Assets 2023: $464,0662023Assets 2024: $452,522Liabilities 2024: $0Net Assets 2024: $452,5222024

Highlighted filing

2014

Assets$694,560
Liabilities$0
Net Assets$694,560
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2013: $737,675Expenses 2013: $18,950Net Income 2013: $718,7252013Revenue 2014: $2,488Expenses 2014: $26,653Net Income 2014: -$24,1652014Revenue 2015: $2,551Expenses 2015: $38,175Net Income 2015: -$35,6242015Revenue 2016: -$3,125Expenses 2016: $45,525Net Income 2016: -$48,6502016Revenue 2017: $1,896Expenses 2017: $57,525Net Income 2017: -$55,6292017Revenue 2018: $2,389Expenses 2018: $57,525Net Income 2018: -$55,1362018Revenue 2019: $30,051Expenses 2019: $7,525Net Income 2019: $22,5262019Revenue 2020: $3,504Expenses 2020: $38,419Net Income 2020: -$34,9152020Revenue 2021: $1,407Expenses 2021: $10,790Net Income 2021: -$9,3832021Revenue 2022: $7,647Expenses 2022: $5,025Net Income 2022: $2,6222022Revenue 2023: $18,804Expenses 2023: $35,109Net Income 2023: -$16,3052023Revenue 2024: $24,131Expenses 2024: $35,675Net Income 2024: -$11,5442024

Highlighted filing

2014

Revenue$2,488
Expenses$26,653
Net Income-$24,165
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 19, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig ChattertonPres / Director / Sec / Treas-$0--
Filing and Contact Details

Filer

Filer Name
Excel Private Foundation
EIN
46-2148132
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Suite 123, Wilmington, DE 19809-1377

Signing Officer

Name
carig chatterton
Title
president
Phone
8008391754
Signed
2015-04-19
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 Appendix251 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/BondNm0GNMA POOL # 271860 - 9.500%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1LEHMAN BROTHERS CAP - 6.375%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0357
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0348
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CIT GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JOHN HANCOCK PREMIUM DIVIDEND
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt025961
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt022544
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02396
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt090
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02488
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02488
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt019100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt019100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02396
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02396
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-24165
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07525
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt026653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02488
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-30
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24165
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0694560
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0718725
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0694560
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt034930
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt034930
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt034930
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt034980
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt050
IRS990PF/DistributableAmountGrp/TotalTaxAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0691298
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01330
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0564
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013564
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013564
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014392
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0718725
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0694560
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0677870
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0653798
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0653798
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0718725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0694560
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0691298
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0718725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0694560
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0718725
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0694560
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt025961
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025961
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt022544
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0710263
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0672170
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt038093
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010654
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt034980
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0699609
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0710263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Craig Chatterton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres / Dir / Sec / Treas
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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt058003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt058028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt018950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.082908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.082908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0699609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0228566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt026625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.082908
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt026625
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt026625
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt026625
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
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/ContributingManagerNm0CRAIG CHATTERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Excel Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026625
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09084
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08305
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0779
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0779
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026625
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0779
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09084
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2013
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0carig chatterton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Excel Private Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0462148132
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite 123
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02015-05-07T16:14:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$694,560
Liabilities
$0
Net assets
$694,560
Revenue
$2,488
Expenses
$26,653
Net income
-$24,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.24$0.36$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.19$0.35$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.08$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.01$0.11$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.04$0.38$0.35
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.30$0.08$0.23
2018Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.02$0.58$0.55
2017Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.02$0.58$0.56
2016Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.03$0.46$0.49
2015Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.03$0.38$0.36
2014Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.02$0.27$0.24
2013Summary only. Only limited summary data is available for this year.$7.19$0.00$7.38$0.19$7.19