Civic Intelligence

Bartlett Foundation

990PF • Fiscal year 2016 • EIN 51-6549128

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 30, 2017

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$11,464

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

75th percentile

9.8%

Faster asset growth than 75% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

34%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,853,134

Up $165,584 (+9.8%) from 2015

Net Assets

Up

$1,853,134

Up $165,584 (+9.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$275,597

Up $69,663 (+34%) from 2015

Expenses

Up

$110,013

Up $21,628 (+24%) from 2015

Net Income

Up

$165,584

Up $48,035 (+41%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,323,172Liabilities 2010: $0Net Assets 2010: $1,323,1722010Assets 2011: $1,381,581Liabilities 2011: $0Net Assets 2011: $1,381,5812011Assets 2012: $1,486,197Liabilities 2012: $0Net Assets 2012: $1,486,1972012Assets 2013: $1,540,533Liabilities 2013: $0Net Assets 2013: $1,540,5332013Assets 2014: $1,570,001Liabilities 2014: $0Net Assets 2014: $1,570,0012014Assets 2015: $1,687,550Liabilities 2015: $0Net Assets 2015: $1,687,5502015Assets 2016: $1,853,134Liabilities 2016: $0Net Assets 2016: $1,853,1342016Assets 2017: $1,887,626Liabilities 2017: $0Net Assets 2017: $1,887,6262017Assets 2018: $1,903,798Liabilities 2018: $0Net Assets 2018: $1,903,7982018Assets 2019: $1,903,711Liabilities 2019: $0Net Assets 2019: $1,903,7112019Assets 2020: $1,819,068Liabilities 2020: $0Net Assets 2020: $1,819,0682020Assets 2021: $1,883,166Liabilities 2021: $0Net Assets 2021: $1,883,1662021Assets 2022: $1,837,636Liabilities 2022: $0Net Assets 2022: $1,837,6362022Assets 2023: $1,885,185Liabilities 2023: $0Net Assets 2023: $1,885,1852023Assets 2024: $1,930,886Liabilities 2024: $0Net Assets 2024: $1,930,8862024

Highlighted filing

2016

Assets$1,853,134
Liabilities$0
Net Assets$1,853,134

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $78,8602010Expenses 2011: $83,4902011Expenses 2012: $87,6232012Revenue 2013: $141,753Expenses 2013: $87,417Net Income 2013: $54,3362013Revenue 2014: $121,263Expenses 2014: $91,795Net Income 2014: $29,4682014Revenue 2015: $205,934Expenses 2015: $88,385Net Income 2015: $117,5492015Revenue 2016: $275,597Expenses 2016: $110,013Net Income 2016: $165,5842016Revenue 2017: $130,954Expenses 2017: $96,462Net Income 2017: $34,4922017Revenue 2018: $115,017Expenses 2018: $98,845Net Income 2018: $16,1722018Revenue 2019: $107,075Expenses 2019: $107,162Net Income 2019: -$872019Revenue 2020: $22,727Expenses 2020: $107,370Net Income 2020: -$84,6432020Revenue 2021: $179,004Expenses 2021: $114,906Net Income 2021: $64,0982021Revenue 2022: $104,321Expenses 2022: $149,851Net Income 2022: -$45,5302022Revenue 2023: $171,542Expenses 2023: $123,993Net Income 2023: $47,5492023Revenue 2024: $168,365Expenses 2024: $122,664Net Income 2024: $45,7012024

Highlighted filing

2016

Revenue$275,597
Expenses$110,013
Net Income$165,584
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 30, 2017
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wilmington Trust Care of V puiaTrustee-$11,464-$11,464
R Gary McKnightCo-Trustee-$0--
Stephen Hayward McKnightCo-Trustee-$0--
Bonnie McKnight MurphyCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Bartlett Foundation
EIN
51-6549128
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Stephen H Mcknight
Title
Co-Trustee
Phone
8008391754
Signed
2017-08-30
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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PEOPLE'S UNITED FINANCIAL, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SENSATA TECHNOLOGIES HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SPDR DJ WILSHIRE INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74STARWOOD PROPERTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76T ROWE PRICE INSTITUTIONAL LAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78THE MOSAIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TRANSDIGM GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UMPQUA HOLDINGS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UNILEVER N V N Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83UNILEVER PLC AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VANGUARD SF REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VANGUARD SHORT-TERM CORPORATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WEYERHAEUSER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt011052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LAZARD LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010478
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt056552
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0200451
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0255
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1CLASS ACTION LAWSUIT PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt130
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0257298
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0257298
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0200451
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt011464
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011464
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt092500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt092500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt018299
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt056552
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt056552
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0165584
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01108079
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0255
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0255
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0200451
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0257095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0552
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0151
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0104464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0203
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0110013
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0257298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0275597
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011964
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0203
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0907696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0200383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0200383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01108079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0200451
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0165584
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01853134
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01687550
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01853134
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt093922
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt093922
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt093922
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt096493
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02571
IRS990PF/DistributableAmountGrp/TotalTaxAmt02571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03700
IRS990PF/FMVAssetsEOYAmt01993641
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01590233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01789576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01930657
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06252
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt011052
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010478
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01687550
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01853134
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt091065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt052506
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt052506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01687550
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01853134
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01993641
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01687550
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01853134
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01687550
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01853134
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01959248
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0101834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01857414
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029389
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt096493
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01929859
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01959248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt011464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Wilmington Trust Care of V puia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1R Gary McKnight
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Stephen Hayward McKnight
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Bonnie McKnight Murphy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.17$0.12$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.17$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.18$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.02$0.11$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.11$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.12$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.13$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.28$0.11$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.21$0.09$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.12$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.14$0.09$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08