Civic Intelligence

Michael and Ina Korek Foundation Trust

990PF • Fiscal year 2016 • EIN 77-6140213

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 11, 2017

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

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

7th percentile

-89%

Higher net margin than 7% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$88,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 33.6% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

28th percentile

-2.9%

Faster asset growth than 28% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

26%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$8,584,173

Down $256,681 (-2.9%) from 2015

Net Assets

Down

$8,584,173

Down $233,541 (-2.6%) from 2015

Liabilities

Down

$0

Down $23,140 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin7th percentile

Revenue

Up

$261,644

Up $54,469 (+26%) from 2015

Expenses

Down

$495,185

Down $17,128 (-3.3%) from 2015

Net Income

Up

-$233,541

Up $71,597 (+23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$10M$5.0M$0Assets 2011: $1,161,242Liabilities 2011: $02011Assets 2012: $1,471,621Liabilities 2012: $0Net Assets 2012: $1,471,6212012Assets 2013: $8,872,996Liabilities 2013: $7,547Net Assets 2013: $8,865,4492013Assets 2014: $9,130,957Liabilities 2014: $8,205Net Assets 2014: $9,122,7522014Assets 2015: $8,840,854Liabilities 2015: $23,140Net Assets 2015: $8,817,7142015Assets 2016: $8,584,173Liabilities 2016: $0Net Assets 2016: $8,584,1732016Assets 2017: $8,720,509Liabilities 2017: $7,069Net Assets 2017: $8,713,4402017Assets 2018: $8,709,974Liabilities 2018: $51,663Net Assets 2018: $8,658,3112018Assets 2019: $8,569,349Liabilities 2019: $0Net Assets 2019: $8,569,3492019Assets 2020: $8,243,327Liabilities 2020: $24,057Net Assets 2020: $8,219,2702020Assets 2021: $8,833,968Liabilities 2021: $0Net Assets 2021: $8,833,9682021Assets 2022: $8,623,695Liabilities 2022: $0Net Assets 2022: $8,623,6952022Assets 2023: $8,280,482Liabilities 2023: $0Net Assets 2023: $8,280,4822023Assets 2024: $8,260,127Liabilities 2024: $0Net Assets 2024: $8,260,1272024

Highlighted filing

2016

Assets$8,584,173
Liabilities$0
Net Assets$8,584,173
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $195,074Expenses 2011: $54,933Net Income 2011: $140,1412011Expenses 2012: $68,8772012Revenue 2013: $7,583,697Expenses 2013: $189,869Net Income 2013: $7,393,8282013Revenue 2014: $595,487Expenses 2014: $338,909Net Income 2014: $256,5782014Revenue 2015: $207,175Expenses 2015: $512,313Net Income 2015: -$305,1382015Revenue 2016: $261,644Expenses 2016: $495,185Net Income 2016: -$233,5412016Revenue 2017: $627,678Expenses 2017: $499,411Net Income 2017: $128,2672017Revenue 2018: $458,914Expenses 2018: $514,043Net Income 2018: -$55,1292018Revenue 2019: $425,679Expenses 2019: $514,641Net Income 2019: -$88,9622019Revenue 2020: $164,883Expenses 2020: $514,962Net Income 2020: -$350,0792020Revenue 2021: $1,125,791Expenses 2021: $511,093Net Income 2021: $614,6982021Revenue 2022: $367,362Expenses 2022: $577,635Net Income 2022: -$210,2732022Revenue 2023: $227,193Expenses 2023: $570,406Net Income 2023: -$343,2132023Revenue 2024: $531,269Expenses 2024: $551,624Net Income 2024: -$20,3552024

Highlighted filing

2016

Revenue$261,644
Expenses$495,185
Net Income-$233,541
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 11, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa BabbManaging TrusteePT$88,000-$88,000
Brian KorekExecutive DirectorPT$20,000-$20,000
Brock PeterlinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael and Ina Korek Foundation Trust
EIN
77-6140213
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Brian Korek
Title
executive director
Phone
8008391754
Signed
2017-10-11
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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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt09445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03764660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt073473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt073473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03838133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt073473
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-233541
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08584173
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08817714
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08584173
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0436781
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0436781
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0436781
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0438688
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01907
IRS990PF/DistributableAmountGrp/TotalTaxAmt01907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0809
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03909
IRS990PF/FMVAssetsEOYAmt08433040
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01263470
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0944590
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0741529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05257337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05375504
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05493639
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09903
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt023140
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08817714
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08584173
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01332140
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01039121
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01039121
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08840854
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08584173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08433040
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt023140
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08840854
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08584173
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08817714
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08584173
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0912907
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01149958
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01148848
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08907363
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01087935
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07809525
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0133610
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt09903
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0438688
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08773753
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08907363
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Beacon Pointe Wealth Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt055954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt099 S Almaden blvd ste 880
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd095133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt088000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
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/PersonNm0Teresa Babb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Brian Korek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Brock Peterlin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Managing Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Executive Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0337140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0339047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0446173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0271259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0131827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt055598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt044597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.029832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.019456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08773753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08991499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09092893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06775764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01156197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0988079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0433794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.192132
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0431887
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0433794
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01907
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0433794
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,584,173
Liabilities
$0
Net assets
$8,584,173
Revenue
$261,644
Expenses
$495,185
Net income
-$233,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.53$0.55$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.23$0.57$0.34
2022Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.37$0.58$0.21
2021Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$1.13$0.51$0.61
2020Detailed filing. Detailed filing data is available for this year.$8.24$0.02$8.22$0.16$0.51$0.35
2019Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.43$0.51$0.09
2018Detailed filing. Detailed filing data is available for this year.$8.71$0.05$8.66$0.46$0.51$0.06
2017Detailed filing. Detailed filing data is available for this year.$8.72$0.01$8.71$0.63$0.50$0.13
2016Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.26$0.50$0.23
2015Detailed filing. Detailed filing data is available for this year.$8.84$0.02$8.82$0.21$0.51$0.31
2014Detailed filing. Detailed filing data is available for this year.$9.13$0.01$9.12$0.60$0.34$0.26
2013Detailed filing. Detailed filing data is available for this year.$8.87$0.01$8.87$7.58$0.19$7.39
2012Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.20$0.05$0.14