Civic Intelligence

Oakpoint Charitable Foundation

990T • Fiscal year 2021 • EIN 82-1895023

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

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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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.

$40M$30M$20M$10M$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $22,994,650Liabilities 2018: $0Net Assets 2018: $22,994,6502018Assets 2019: $26,391,317Liabilities 2019: $1Net Assets 2019: $26,391,3172019Assets 2020: $25,728,278Liabilities 2020: $1Net Assets 2020: $25,728,2782020Assets 2021: $27,073,020Liabilities 2021: $1Net Assets 2021: $27,073,0202021Assets 2022: $26,503,745Liabilities 2022: $1Net Assets 2022: $26,503,7452022Assets 2023: $32,116,231Liabilities 2023: $1,588Net Assets 2023: $32,114,6432023Assets 2024: $35,736,077Liabilities 2024: $4,999Net Assets 2024: $35,731,0782024

Latest loaded filing

2024

Assets$35,736,077
Liabilities$4,999
Net Assets$35,731,078
Open 2024 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $722,761Expenses 2018: $941,085Net Income 2018: -$218,3242018Revenue 2019: $1,161,717Expenses 2019: $1,392,276Net Income 2019: -$230,5592019Revenue 2020: $602,622Expenses 2020: $1,265,661Net Income 2020: -$663,0392020Revenue 2021: $2,761,676Expenses 2021: $1,416,934Net Income 2021: $1,344,7422021Revenue 2022: $1,286,740Expenses 2022: $1,856,015Net Income 2022: -$569,2752022Revenue 2023: $880,746Expenses 2023: $1,876,707Net Income 2023: -$995,9612023Revenue 2024: $2,276,291Expenses 2024: $1,902,216Net Income 2024: $374,0752024

Latest loaded filing

2024

Revenue$2,276,291
Expenses$1,902,216
Net Income$374,075
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
Oakpoint Charitable Foundation
EIN
82-1895023
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
ronald elum
Title
exec director
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 Appendix80 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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IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt02207
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IRS1120ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalGainOrLossAmt02207
IRS1120ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalProceedsSalesPriceAmt02207
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt02207
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt02207
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM SCH K-1 (FORM 1065)
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt02207
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt02207
IRS8949/ShortTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd0X
IRS990T/BalanceDueAmt041
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/BookValueAssetsEOYAmt027073020
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt02207
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1011
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01196
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01196
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Investment Activity
IRS990TScheduleA/UBIBeforeNOLDedAmt01196
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01196
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt041
IRS990T/TaxLessCreditsAmt041
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt041
IRS990T/TotalTaxComputationAmt041
IRS990T/TotalUBTIAmt0196
IRS990T/TotalUBTIBeforeNOLSpecificAmt01196
IRS990T/TotalUBTIBeforeSection199AAmt01196
IRS990T/TotalUBTIComputedAmt01196
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ronald elum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0exec director
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oakpoint Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OAKP
ReturnHeader/Filer/EIN0821895023
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/ReturnTs02022-11-15T19:55:27-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ronald
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0elum
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
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Revenue
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Expenses
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Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$2.28$1.90$0.37
2023Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$0.88$1.88$1.00
2022Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$1.29$1.86$0.57
2021Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$2.76$1.42$1.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.60$1.27$0.66
2019Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$1.16$1.39$0.23
2018Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$0.72$0.94$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00