Civic Intelligence

Excel Private Foundation

990PF • Fiscal year 2020 • EIN 46-2148132

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 06, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-996%

Higher net margin than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

31st percentile

-6.7%

Faster asset growth than 31% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-88%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$487,132

Down $34,915 (-6.7%) from 2019

Net Assets

Down

$487,132

Down $34,915 (-6.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Down

$3,504

Down $26,547 (-88%) from 2019

Expenses

Up

$38,419

Up $30,894 (+411%) from 2019

Net Income

Down

-$34,915

Down $57,441 (-255%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2020

Assets$487,132
Liabilities$0
Net Assets$487,132
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$3,504
Expenses$38,419
Net Income-$34,915
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th 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 Chatteron
Title
President
Phone
8008391754
Signed
2021-07-06
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 Appendix246 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/BondNm0LEHMAN BROTHERS CAP - 6.375% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt120237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt011874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JOHN HANCOCK PREMIUM DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SPDR S&P 500 ETF TRUST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01240
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt020
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01244
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02504
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02504
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01240
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-34915
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01244
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01244
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02504
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07525
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt038225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt038419
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03504
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08225
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt020
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-34915
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0487132
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0522047
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0487132
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024114
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024114
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024114
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024149
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035
IRS990PF/DistributableAmountGrp/TotalTaxAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040
IRS990PF/FMVAssetsEOYAmt0491038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt030829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt030829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt035429
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0522047
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0487132
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0490338
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0455423
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0455423
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0522047
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0487132
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0491038
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0522047
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0487132
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0522047
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0487132
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0490338
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0458315
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032023
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07355
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024149
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0482983
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0490338
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038225
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038225
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038225
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/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/Amt030000
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/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt024114
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01247
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073843
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014111
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030627
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027858
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01247
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038225
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014111
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073843
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt059732
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Document Review/Drafting
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0700
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0700
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/Amt0194
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2019
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG CHATTERON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-06
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/ReturnTs02021-07-14T11:50:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CRAIG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHATTERON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$487,132
Liabilities
$0
Net assets
$487,132
Revenue
$3,504
Expenses
$38,419
Net income
-$34,915
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