Civic Intelligence

Walder Family Foundation

990T • Fiscal year 2020 • EIN 46-4092041

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 15, 2021

Organization Profile

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Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2014: $1,912,096Liabilities 2014: $0Net Assets 2014: $1,912,0962014Assets 2015: $537,426Liabilities 2015: $0Net Assets 2015: $537,4262015Assets 2016: $1,657Liabilities 2016: $0Net Assets 2016: $1,6572016Assets 2017: $907Liabilities 2017: $0Net Assets 2017: $9072017Assets 2019: $239,572,526Liabilities 2019: $02019Assets 2020: $225,243,678Liabilities 2020: $3,001,458Net Assets 2020: $222,242,2202020Assets 2021: $215,951,796Liabilities 2021: $12,549,361Net Assets 2021: $203,402,4352021Assets 2022: $212,459,981Liabilities 2022: $25,063,331Net Assets 2022: $187,396,6502022Assets 2023: $187,607,820Liabilities 2023: $25,063,393Net Assets 2023: $162,544,4272023Assets 2024: $154,578,741Liabilities 2024: $15,072,640Net Assets 2024: $139,506,1012024

Latest loaded filing

2024

Assets$154,578,741
Liabilities$15,072,640
Net Assets$139,506,101
Open 2024 Filing

Operations Trend

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

$40M$20M$0-$20M-$40MRevenue 2014: $2,525,137Expenses 2014: $613,041Net Income 2014: $1,912,0962014Revenue 2015: $1,060,679Expenses 2015: $2,435,349Net Income 2015: -$1,374,6702015Revenue 2016: $307,003Expenses 2016: $842,772Net Income 2016: -$535,7692016Revenue 2017: $0Expenses 2017: $750Net Income 2017: -$7502017Revenue 2019: $5,386,181Expenses 2019: $9,086,115Net Income 2019: -$3,699,9342019Revenue 2020: $14,134,945Expenses 2020: $31,489,685Net Income 2020: -$17,354,7402020Revenue 2021: $11,130,940Expenses 2021: $29,970,725Net Income 2021: -$18,839,7852021Revenue 2022: $9,175,580Expenses 2022: $25,167,135Net Income 2022: -$15,991,5552022Revenue 2023: $4,224,649Expenses 2023: $29,076,872Net Income 2023: -$24,852,2232023Revenue 2024: $8,972,601Expenses 2024: $32,011,208Net Income 2024: -$23,038,6072024

Latest loaded filing

2024

Revenue$8,972,601
Expenses$32,011,208
Net Income-$23,038,607
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Walder Foundation
EIN
46-4092041
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
kathleen m coughlin
Title
treasurer
Phone
8008391754
Signed
2021-10-15
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 Appendix102 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt015717
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/NetCapitalGainAmt015717
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt015717
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt015717
IRS4562/EvidenceToSupportDeductionInd0false
IRS4562/EvidenceWrittenInd0false
IRS4562/OtherDepreciationAmt0165268
IRS4562/TotalDepreciationAmt0165268
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt015717
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PUB-TRADED SEC-ACQ INDEBTEDNESS
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt015717
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Foundation Source
IRS990T/BooksInCareOfDetail/PhoneNum08008391754
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Wilmington
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0198091377
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt02253
IRS990T/ESPenaltyAmt025
IRS990T/ExtsnRequestIncomeTaxPaidAmt04800
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt00
IRS990T/OverpaymentSection/OverpaymentAmt0517
IRS990T/OverpaymentSection/RefundAmt0517
IRS990TScheduleA/CapitalGainNetIncomeAmt015717
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt07813
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt01068
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt08881
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt023530
IRS990TScheduleA/TotUnrltTrdBusIncmAmt024598
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt01068
IRS990TScheduleA/TradeOrBusinessDesc0investment activity
IRS990TScheduleA/UBIBeforeNOLDedAmt023530
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt023530
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt01068
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00174
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt0378057
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt0217163570
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt05103893
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt08881
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt0613922
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0613922
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0SECURITIES PURCHASED ON MARGIN
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0chicago
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0IL
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd060606
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt04258
IRS990T/TaxLessCreditsAmt04258
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04800
IRS990T/TotalTaxAmt04258
IRS990T/TotalTaxComputationAmt04258
IRS990T/TotalUBTIAmt020277
IRS990T/TotalUBTIBeforeNOLSpecificAmt021277
IRS990T/TotalUBTIBeforeSection199AAmt021277
IRS990T/TotalUBTIComputedAmt023530
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0kathleen m coughlin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walder Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0464092041
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510398347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/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/ReturnTs02021-11-09T09:20:13-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0kathleen m
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0coughlin
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$155$15.1$140$8.97$32.0$23.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$188$25.1$163$4.22$29.1$24.9
2022Detailed filing. Detailed filing data is available for this year.$212$25.1$187$9.18$25.2$16.0
2021Detailed filing. Detailed filing data is available for this year.$216$12.5$203$11.1$30.0$18.8
2020Detailed filing. Detailed filing data is available for this year.$225$3.00$222$14.1$31.5$17.4
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$240$0.00$5.39$9.09$3.70
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.31$0.84$0.54
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.06$2.44$1.37
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$2.53$0.61$1.91