Civic Intelligence

Posner-Wallace Foundation

990T • Fiscal year 2021 • EIN 52-6037555

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Scores are not available for this record yet.

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.

$6.0M$4.0M$2.0M$0Assets 2010: $2,409,885Liabilities 2010: $0Net Assets 2010: $2,409,8852010Assets 2011: $3,061,730Liabilities 2011: $0Net Assets 2011: $3,061,7302011Assets 2012: $4,324,591Liabilities 2012: $0Net Assets 2012: $4,324,5912012Assets 2013: $4,350,449Liabilities 2013: $0Net Assets 2013: $4,350,4492013Assets 2014: $4,300,539Liabilities 2014: $0Net Assets 2014: $4,300,5392014Assets 2015: $4,281,636Liabilities 2015: $0Net Assets 2015: $4,281,6362015Assets 2016: $4,090,951Liabilities 2016: $0Net Assets 2016: $4,090,9512016Assets 2017: $3,927,866Liabilities 2017: $0Net Assets 2017: $3,927,8662017Assets 2018: $3,863,606Liabilities 2018: $0Net Assets 2018: $3,863,6062018Assets 2019: $3,800,735Liabilities 2019: $0Net Assets 2019: $3,800,7352019Assets 2020: $3,728,411Liabilities 2020: $0Net Assets 2020: $3,728,4112020Assets 2021: $3,833,613Liabilities 2021: $0Net Assets 2021: $3,833,6132021Assets 2022: $3,579,167Liabilities 2022: $0Net Assets 2022: $3,579,1672022Assets 2023: $3,518,990Liabilities 2023: $0Net Assets 2023: $3,518,9902023Assets 2024: $3,613,395Liabilities 2024: $0Net Assets 2024: $3,613,3952024

Latest loaded filing

2024

Assets$3,613,395
Liabilities$0
Net Assets$3,613,395
Open 2024 Filing

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $201,3072010Expenses 2011: $243,5052011Expenses 2012: $236,5402012Revenue 2013: $332,443Expenses 2013: $306,985Net Income 2013: $25,4582013Revenue 2014: $229,843Expenses 2014: $279,753Net Income 2014: -$49,9102014Revenue 2015: $286,101Expenses 2015: $305,004Net Income 2015: -$18,9032015Revenue 2016: $149,112Expenses 2016: $339,797Net Income 2016: -$190,6852016Revenue 2017: $216,976Expenses 2017: $380,061Net Income 2017: -$163,0852017Revenue 2018: $300,147Expenses 2018: $364,407Net Income 2018: -$64,2602018Revenue 2019: $242,526Expenses 2019: $305,397Net Income 2019: -$62,8712019Revenue 2020: $257,386Expenses 2020: $330,910Net Income 2020: -$73,5242020Revenue 2021: $537,124Expenses 2021: $431,922Net Income 2021: $105,2022021Revenue 2022: $255,580Expenses 2022: $510,126Net Income 2022: -$254,5462022Revenue 2023: $306,146Expenses 2023: $366,323Net Income 2023: -$60,1772023Revenue 2024: $462,338Expenses 2024: $368,333Net Income 2024: $94,0052024

Latest loaded filing

2024

Revenue$462,338
Expenses$368,333
Net Income$94,005
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Posner-Wallace Foundation
EIN
52-6037555
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
nicholas posner
Title
trustee
Phone
8008391754
Signed
2022-11-14
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 Appendix78 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
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IRS1041ScheduleD/NetSTCapitalGainOrLossAmt09
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt09
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt09
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IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt09
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt00
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/BookValueAssetsEOYAmt03833613
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt09
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-2168
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-2159
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-2159
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc00
IRS990TScheduleA/UBIBeforeNOLDedAmt0-2159
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-2159
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
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IRS990T/TotalUBTIBeforeNOLSpecificAmt0-2159
IRS990T/TotalUBTIBeforeSection199AAmt0-2159
IRS990T/TotalUBTIComputedAmt0-2159
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0nicholas posner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Posner-Wallace Foundation
ReturnHeader/Filer/BusinessNameControlTxt0POSN
ReturnHeader/Filer/EIN0526037555
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/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/ReturnTs02022-11-15T00:12:30-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0nicholas
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0posner
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.46$0.37$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.31$0.37$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.26$0.51$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.54$0.43$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.26$0.33$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.24$0.31$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.30$0.36$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.22$0.38$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.15$0.34$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.29$0.31$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.23$0.28$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.33$0.31$0.03
2012Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.24
2011Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.24
2010Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.20