Civic Intelligence

Excel Private Foundation

990PF • Fiscal year 2019 • EIN 46-2148132

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 22, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

57th percentile

4.5%

Faster asset growth than 57% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1158%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$522,047

Up $22,526 (+4.5%) from 2018

Net Assets

Up

$522,047

Up $22,526 (+4.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin95th percentile

Revenue

Up

$30,051

Up $27,662 (+1158%) from 2018

Expenses

Down

$7,525

Down $50,000 (-87%) from 2018

Net Income

Up

$22,526

Up $77,662 (+141%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$522,047
Liabilities$0
Net Assets$522,047
Open 2019 Filing

Operations Trend

Revenue Growth99th 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

2019

Revenue$30,051
Expenses$7,525
Net Income$22,526
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 22, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig ChattertonPres, Dir, 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, Wilmington, DE 19809-1377

Signing Officer

Name
Craig Chatterton
Title
President
Phone
8008391754
Signed
2020-03-22
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 Appendix258 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
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt120237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt015076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JOHN HANCOCK PREMIUM DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SPDR S&P 500 ETF TRUST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0982
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09815
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09815
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0982
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0982
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt075
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07525
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt022526
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0522047
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0499521
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0522047
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024450
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024450
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024450
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024646
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0196
IRS990PF/DistributableAmountGrp/TotalTaxAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02
IRS990PF/FMVAssetsEOYAmt0525914
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0223
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010592
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt030829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt035353
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0499521
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0522047
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0488001
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0490338
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0490338
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0499521
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0522047
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0525914
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0499521
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0522047
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0499521
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0522047
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt048
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0500427
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0484215
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016212
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07506
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024646
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0492921
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0500427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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/AdjNetVlNoncharitableAssetsAmt036458
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt036556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt057497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt057506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt045525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt038025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt026625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.073963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.10677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.096859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.071622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.038057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0492921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0538514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0593711
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.369814
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07525
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07525
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07525
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/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/OnlyContriToPreselectedInd0X
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
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04429
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016925
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030627
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027858
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01247
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059732
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt076657
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Chatterton Craig
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Wilmington
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019809
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020236
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt020236
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SPDR S&P 500 ETF TRUST SPY, 63 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG CHATTERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-22
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/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/ReturnTs02020-04-17T14:09:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$522,047
Liabilities
$0
Net assets
$522,047
Revenue
$30,051
Expenses
$7,525
Net income
$22,526
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