Civic Intelligence

Jm Charitable Foundation

990PF • Fiscal year 2021 • EIN 47-2233515

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

73rd percentile

0.18x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

92nd percentile

1.70x

Higher debt load relative to revenue than 92% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

63rd percentile

23%

Higher net margin than 63% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

88%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$3,530,120

Up $720,032 (+26%) from 2020

Net Assets

Up

$2,897,231

Up $87,143 (+3.1%) from 2020

Liabilities

Up

$632,889

Up $632,888 (+63288800%) from 2020

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin63rd percentile

Revenue

Up

$372,654

Up $174,199 (+88%) from 2020

Expenses

Down

$285,511

Down $12,641 (-4.2%) from 2020

Net Income

Up

$87,143

Up $186,840 (+187%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $1,204,020Liabilities 2015: $3,799Net Assets 2015: $1,200,2212015Assets 2016: $1,314,217Liabilities 2016: $1,113Net Assets 2016: $1,313,1042016Assets 2017: $1,544,078Liabilities 2017: $0Net Assets 2017: $1,544,0782017Assets 2018: $3,016,533Liabilities 2018: $2,246Net Assets 2018: $3,014,2872018Assets 2019: $2,911,910Liabilities 2019: $2,125Net Assets 2019: $2,909,7852019Assets 2020: $2,810,088Liabilities 2020: $1Net Assets 2020: $2,810,0882020Assets 2021: $3,530,120Liabilities 2021: $632,889Net Assets 2021: $2,897,2312021Assets 2022: $3,641,395Liabilities 2022: $612,697Net Assets 2022: $3,028,6982022Assets 2023: $3,418,701Liabilities 2023: $590,305Net Assets 2023: $2,828,3962023

Highlighted filing

2021

Assets$3,530,120
Liabilities$632,889
Net Assets$2,897,231
Open 2021 Filing

Operations Trend

Revenue Growth81st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $1,226,170Expenses 2015: $25,949Net Income 2015: $1,200,2212015Revenue 2016: $191,076Expenses 2016: $78,193Net Income 2016: $112,8832016Revenue 2017: $291,158Expenses 2017: $60,184Net Income 2017: $230,9742017Revenue 2018: $2,384,575Expenses 2018: $116,623Net Income 2018: $2,267,9522018Revenue 2019: $275,926Expenses 2019: $225,944Net Income 2019: $49,9822019Revenue 2020: $198,455Expenses 2020: $298,152Net Income 2020: -$99,6972020Revenue 2021: $372,654Expenses 2021: $285,511Net Income 2021: $87,1432021Revenue 2022: $363,741Expenses 2022: $232,274Net Income 2022: $131,4672022Revenue 2023: $77,693Expenses 2023: $277,995Net Income 2023: -$200,3022023

Highlighted filing

2021

Revenue$372,654
Expenses$285,511
Net Income$87,143
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew MuhichDir, Treas, VPPT$0--
Jeralyn MuhichDir, Sec, VP-$0--
John S MuhichDir, Pres-$0--
Filing and Contact Details

Filer

Filer Name
JM Charitable Foundation
EIN
47-2233515
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Andrew Muhich
Title
Vice President
Phone
8008391754
Signed
2022-11-15
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 AppendixShowing 400 of 737 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF, Part XII, Line 4c
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Form 990-PF, Part XII, Line 4c - Qualifying Distribution Made Out of Corpus Pursuant to IRC Section 4942(h) and Treasury Regulation 53.4942(a)-3(d)(2), JM Charitable Foundation hereby elects to treat $1,000 of its current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. By: [CONFORMED SIGNATURE WILL BE ENTERED BEFORE E-FILING THE RETURN] Title: [TITLE WILL BE ENTERED BEFORE E-FILING THE RETURN]
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1JM Charitable Foundation (the "Foundation") received a grant of $1,000 in the taxable year ending December 31, 2021 from Donahue Charitable Foundation, a private non-operating foundation. As reported in Part XII, Line 7, the Foundation is treating $1,000 of its 2021 qualifying distributions in excess of the immediately preceding tax year's undistributed income as distributions out of corpus as required by Internal Revenue Code Section 4942(g)(3) and Treasury Regulations Section 53.4942(a)-3(c)(2). Additionally, as required, the Foundation has no remaining undistributed income for 2021.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt135000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-35000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0185443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-35000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01435228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt230000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt330000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4155000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt542500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6186000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7120000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt852961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt935000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORTGAGE LOAN - FLORIDA EQUITY LOANS, LLC - 9%-05/15/2021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PROMISSORY NOTE - BLUE HEEL DAVIDSON, LLC - LOTS 46-48 - 20% -12/31/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PROMISSORY NOTE - BLUE HEEL DAVIDSON, LLC - LOTS 49-51 - 20% -12/31/21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PROMISSORY NOTE - BLUE HEEL VAP, LLC - LOTS 13-17 - 20% - 12/31/2021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PROMISSORY NOTE - BLUE HEEL VAP, LLC - LOTS 2-3 - 20% - 12/31/2021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PROMISSORY NOTE - BLUE HEEL VAP, LLC - LOTS 7-12 - 20% - 12/31/2021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PROMISSORY NOTE - CORBINTON AT KILDAIRE LLC - LOTS 5-8 - 20% - 06/30/2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PROMISSORY NOTE - CORBINTON AT KILDAIRE, LLC - LOTS 1-2 - 20% - 12/31/
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PROMISSORY NOTE - CORBINTON AT KILDAIRE, LLC - LOTS 1-3 - 20% - 12/31/
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0185443
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt087143
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02897231
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02810088
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02897231
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0159545
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0159545
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0159545
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0162517
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02972
IRS990PF/DistributableAmountGrp/TotalTaxAmt02972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt017300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015428
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt012428
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018400
IRS990PF/FMVAssetsEOYAmt04457466
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt011139
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0194916
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0189799
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0900872
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0159102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0180251
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt08194
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0872272
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0864078
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0871231
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0621750
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0703060
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0976198
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01887472
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0778109
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01066461
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0778109
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0778109
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02810088
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02897231
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt039695
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0177482
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0177482
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02810088
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03530120
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04457466
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0632889
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02810088
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03530120
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02810088
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02897231
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0380235
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0373122
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03299841
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0141291
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01048591
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt049498
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02109959
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0162517
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03250343
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03299841
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Performance Capital Group
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt059400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0122 St Albans Lane Suite D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Davidson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd028036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Andrew Muhich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jeralyn Muhich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2John S Muhich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Treas, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, Sec, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0120868
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0120868
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,530,120
Liabilities
$632,889
Net assets
$2,897,231
Revenue
$372,654
Expenses
$285,511
Net income
$87,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.59$2.83$0.08$0.28$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.64$0.61$3.03$0.36$0.23$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.63$2.90$0.37$0.29$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.20$0.30$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.28$0.23$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.01$2.38$0.12$2.27
2017Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.29$0.06$0.23
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.19$0.08$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.23$0.03$1.20