Civic Intelligence

Excel Private Foundation

990PF • Fiscal year 2024 • EIN 46-2148132

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 25, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

12th percentile

-48%

Higher net margin than 12% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-2.5%

Faster asset growth than 42% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

28%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$452,522

Down $11,544 (-2.5%) from 2023

Net Assets

Down

$452,522

Down $11,544 (-2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin12th percentile

Revenue

Up

$24,131

Up $5,327 (+28%) from 2023

Expenses

Up

$35,675

Up $566 (+1.6%) from 2023

Net Income

Up

-$11,544

Up $4,761 (+29%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2024

Assets$452,522
Liabilities$0
Net Assets$452,522
Open 2024 Filing

Operations Trend

Revenue Growth73rd 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

2024

Revenue$24,131
Expenses$35,675
Net Income-$11,544
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th 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 Chutterton
Title
President
Phone
8008391754
Signed
2025-04-25
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 Appendix235 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/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt120237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JOHN HANCOCK PREMIUM DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SPDR S&P 500 ETF TRUST
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0299600
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0297179
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt021143
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0400
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02588
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024131
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt024131
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021143
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021143
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11544
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02588
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02588
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05214
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05214
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt035214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05214
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0299600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0400
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11544
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0452522
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0464066
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0452522
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023096
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023096
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023096
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023431
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0335
IRS990PF/DistributableAmountGrp/TotalTaxAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0200
IRS990PF/FMVAssetsEOYAmt0465991
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt030829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt030829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt047599
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0464066
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0452522
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033157
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0121213
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0121213
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0464066
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0452522
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0465991
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0464066
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0452522
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0464066
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0452522
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0399200
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0299600
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0297179
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0475758
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt083053
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0392705
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07136
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023431
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0468622
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0475758
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/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt035214
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt035214
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/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/StateAbbreviationCd0CT
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/AppliedToCurrentYearAmt023096
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014111
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036686
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014111
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035214
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012118
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036686
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024568
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05189
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1261
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2024
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG CHUTTERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-05-05T08:43:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$452,522
Liabilities
$0
Net assets
$452,522
Revenue
$24,131
Expenses
$35,675
Net income
-$11,544
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