Civic Intelligence

The Doherty Foundation

990PF • Fiscal year 2024 • EIN 47-2312776

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 31, 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

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

38th percentile

0.8%

Faster asset growth than 38% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

168%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,367,413

Up $53,528 (+0.8%) from 2023

Net Assets

Up

$6,367,413

Up $53,528 (+0.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin58th percentile

Revenue

Up

$518,426

Up $325,259 (+168%) from 2023

Expenses

Down

$464,898

Down $266 (-0.1%) from 2023

Net Income

Up

$53,528

Up $325,525 (+120%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $6,010,001Liabilities 2014: $02014Assets 2015: $7,976,306Liabilities 2015: $1Net Assets 2015: $7,976,3062015Assets 2016: $7,686,094Liabilities 2016: $0Net Assets 2016: $7,686,0942016Assets 2019: $6,704,347Liabilities 2019: $02019Assets 2020: $6,741,368Liabilities 2020: $1Net Assets 2020: $6,741,3682020Assets 2021: $6,884,545Liabilities 2021: $1Net Assets 2021: $6,884,5452021Assets 2022: $6,585,882Liabilities 2022: $1Net Assets 2022: $6,585,8822022Assets 2023: $6,313,885Liabilities 2023: $1Net Assets 2023: $6,313,8852023Assets 2024: $6,367,413Liabilities 2024: $0Net Assets 2024: $6,367,4132024

Highlighted filing

2024

Assets$6,367,413
Liabilities$0
Net Assets$6,367,413
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $6,010,001Expenses 2014: $0Net Income 2014: $6,010,0012014Revenue 2015: $2,090,287Expenses 2015: $123,982Net Income 2015: $1,966,3052015Revenue 2016: $51,826Expenses 2016: $342,038Net Income 2016: -$290,2122016Revenue 2019: $297,866Expenses 2019: $474,648Net Income 2019: -$176,7822019Revenue 2020: $450,479Expenses 2020: $413,458Net Income 2020: $37,0212020Revenue 2021: $583,754Expenses 2021: $440,577Net Income 2021: $143,1772021Revenue 2022: $222,903Expenses 2022: $521,566Net Income 2022: -$298,6632022Revenue 2023: $193,167Expenses 2023: $465,164Net Income 2023: -$271,9972023Revenue 2024: $518,426Expenses 2024: $464,898Net Income 2024: $53,5282024

Highlighted filing

2024

Revenue$518,426
Expenses$464,898
Net Income$53,528
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alison DohertyCo- Pres, Dir, Sec-$0--
Edward DohertyDir, Treas, Co- Pres-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLEADERSHIP INSTITUTEGeneral & UnrestrictedPCARLINGTON, VA, US$75,000
Paid GrantMILES OF FREEDOMGeneral & UnrestrictedPCDALLAS, TX, US$50,000
Paid GrantTEA PARTY PATRIOTS FOUNDATION INCGeneral & UnrestrictedPCWOODSTOCK, GA, US$50,000
Paid GrantJUDICIAL WATCH INCGeneral & UnrestrictedPCWASHINGTON, DC, US$40,000
Paid GrantAUSTIN STREET CENTERGeneral & UnrestrictedPCDALLAS, TX, US$25,000
Paid GrantCOMPASS SCHOOLGeneral & UnrestrictedPCDALLAS, TX, US$25,000
Paid GrantFRONTIERS OF FLIGHT MUSEUM INCAlly Pally's Explorers fundPCDALLAS, TX, US$25,000
Paid GrantST PHILIPS SCHOOL & COMMUNITY CENTERAthletic Department fundPCDALLAS, TX, US$25,000
Paid GrantST PHILIPS SCHOOL & COMMUNITY CENTERGeneral & UnrestrictedPCDALLAS, TX, US$25,000
Paid GrantCOMMEMORATIVE AIR FORCEGeneral & UnrestrictedPCDALLAS, TX, US$20,000
Paid GrantFOREFRONT LIVINGThe T. Boone Pickens Hospice CenterPCDALLAS, TX, US$10,000
Paid GrantJOHN F PEELER ELGeneral & UnrestrictedGOVDALLAS, TX, US$5,000
Filing and Contact Details

Filer

Filer Name
The Doherty Foundation
EIN
47-2312776
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Edward D Doherty
Title
Co-President
Phone
8008391754
Signed
2025-10-31
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
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PARKER HANNIFIN CP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PIMCO INCOME FUND P CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PROLOGIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57THE HARTFORD MIDCAP FUND CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VANGUARD FTSE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VISA INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0149907
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0147210
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0345550
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0344355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt011806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ENERGY TRANSFER LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ENTERPRISE PRODUCTS PARTNERS L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MPLX LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0128021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt190191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt233406
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0184968
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0328443
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03128
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1CLASS ACTION LAWSUIT PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0841
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt112
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt01034
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0517392
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01034
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0518426
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0328443
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0375000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0375000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0184968
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0184968
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt053528
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01138592
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03128
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03128
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0328443
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0464961
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt031678
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt032943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01887
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt052130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt052130
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0156
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0406678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt052428
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0464898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0517389
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0518426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031678
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt052428
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt089898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0810204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0328388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0328388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01138592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0328443
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt053528
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06367413
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06313885
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06367413
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0459477
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0459477
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0459477
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0465940
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06463
IRS990PF/DistributableAmountGrp/TotalTaxAmt06463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06663
IRS990PF/FMVAssetsEOYAmt09670201
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01199
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01199
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01199
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0764532
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01217090
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01207156
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05018434
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04576188
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07663278
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt038190
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt022094
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0251618
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06313885
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06367413
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt047683
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt055385
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt055385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06313885
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06367413
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09670201
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06313885
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06367413
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06313885
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06367413
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0445046
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0495457
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0491565
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09460706
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0125008
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09335698
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0141911
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0465940
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09318795
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09460706
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0UBS Financial Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt052130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0100 crescent court suite 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0752011842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alison Doherty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Edward Doherty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co- Pres, Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, Treas, Co- Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington

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Filings

Displayed year

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

Open filing
Assets
$6,367,413
Liabilities
$0
Net assets
$6,367,413
Revenue
$518,426
Expenses
$464,898
Net income
$53,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.52$0.46$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.19$0.47$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.22$0.52$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.58$0.44$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.45$0.41$0.04
2019Summary only. Only limited summary data is available for this year.$6.70$0.00$0.30$0.47$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.05$0.34$0.29
2015Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$2.09$0.12$1.97
2014Summary only. Only limited summary data is available for this year.$6.01$0.00$6.01$0.00$6.01