Civic Intelligence

Inclusive Foundation Endowment

990PF • Fiscal year 2020 • EIN 82-3669292

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

53rd percentile

6.8%

Higher net margin than 53% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

148%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$920,317

Up $3,216 (+0.4%) from 2019

Net Assets

Up

$920,317

Up $3,216 (+0.4%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin53rd percentile

Revenue

Up

$47,206

Up $28,147 (+148%) from 2019

Expenses

Up

$43,990

Up $31,959 (+266%) from 2019

Net Income

Down

$3,216

Down $3,812 (-54%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.5M$1.0M$500K$0Assets 2018: $910,073Liabilities 2018: $0Net Assets 2018: $910,0732018Assets 2019: $917,101Liabilities 2019: $1Net Assets 2019: $917,1012019Assets 2020: $920,317Liabilities 2020: $1Net Assets 2020: $920,3172020Assets 2021: $958,005Liabilities 2021: $1Net Assets 2021: $958,0052021Assets 2022: $1,126,795Liabilities 2022: $35,000Net Assets 2022: $1,091,7952022Assets 2023: $997,435Liabilities 2023: $1Net Assets 2023: $997,4352023Assets 2024: $875,886Liabilities 2024: $0Net Assets 2024: $875,8862024

Highlighted filing

2020

Assets$920,317
Liabilities$1
Net Assets$920,317
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KRevenue 2018: $823,253Expenses 2018: $53,180Net Income 2018: $770,0732018Revenue 2019: $19,059Expenses 2019: $12,031Net Income 2019: $7,0282019Revenue 2020: $47,206Expenses 2020: $43,990Net Income 2020: $3,2162020Revenue 2021: $92,712Expenses 2021: $55,024Net Income 2021: $37,6882021Revenue 2022: $63,865Expenses 2022: $62,234Net Income 2022: $1,6312022Revenue 2023: $24,440Expenses 2023: $55,044Net Income 2023: -$30,6042023Revenue 2024: $12,054Expenses 2024: $50,331Net Income 2024: -$38,2772024

Highlighted filing

2020

Revenue$47,206
Expenses$43,990
Net Income$3,216
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ankur JainDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Inclusive Foundation Endowment
EIN
82-3669292
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Ankur Jain
Title
President
Phone
8008391754
Signed
2021-11-11
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
Raw XML Appendix338 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Transfer to Controlled Entity
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Form 990-PF, Part VII-A, Line 11
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The only transfer made during 2020 was the cash contribution totaling $8,000 to inclusive Foundation, LLC from the Foundation. Inclusive Foundation LLC is not an excess business holding of the foundation.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt317734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt526468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt617554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt724196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt811213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1019539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1114352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1275106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1339201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14416409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1511870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt169571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1717203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1824030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt193479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt014247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt322316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt548858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt620348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt732599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt814375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt911250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1036629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1127787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1274050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1348019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14535081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1516761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1611497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1729505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1840063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BARCLAYS IPATH SHILLER CAPE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DEUTSCHE X TRACKERS HARVEST CS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3FRDM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FREEPORT-MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5GOLD AND PRECIOUS METALS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES MSCI-JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ISHARES S&P SMALLCAP 600 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8KAYNE ANDERSON MLP INV CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MACY'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MARKET VECTORS - GOLD MINERS E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MARKET VECTORS ETF TRJR GOLD M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MATTHEWS INDIA FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13SELECT SECTOR SPDR ENERGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SPDR GOLD SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15SPDR S&P METALS & MINING ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17WISDOMTREE INDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18WORLD PRECIOUS MINERALS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19XTRACKERS HVST CSI500 CHINA A-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt016591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt162747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALAMERE PRIVATE EQUITY FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INCLUSIVE FOUNDATION, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt016598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt162747
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016686
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023029
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt028
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Federal Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-638
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt19077
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-976
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt048182
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-976
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt047206
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023029
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt029500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt029500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016686
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016686
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03216
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0757404
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023029
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt037573
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012951
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01532
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014490
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-638
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt07463
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt042451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt043990
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039105
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt047206
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01532
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0734146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt023258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt023258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0757404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023029
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03216
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0920317
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0917101
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0920317
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt051203
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt051203
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt051203
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt051725
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0522
IRS990PF/DistributableAmountGrp/TotalTaxAmt0522
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0210
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0522
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0522
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0522
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0610
IRS990PF/FMVAssetsEOYAmt01169685
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0166372
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0779515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01028876
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt072742
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt079338
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt079345
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0917101
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0920317
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0146155
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt061464
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt061464
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0917101
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0920317
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01169685
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0917101
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0920317
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0917101
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0920317
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0531832
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01050244
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt075154
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0895745
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015754
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt079345
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt051725
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01034490
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01050244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ankur Jain
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Pres, Sec, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt042451
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt042451
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt042451
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0true
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Ankur Jain
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt128500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FOUNDATION FOR PROMOTION OF SPORTS AND GAMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ISHA FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015466 LOS GATOS BLVD STE 109 333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1951 ISHA LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS GATOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MCMINNVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01229
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt041222
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051203
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042451
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt049974
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt041222
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp ALAMERE PRIVATE EQUITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012926
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11516
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012926
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21523
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss ALAMERE PRIVATE EQUITY FUND LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss INCLUSIVE FOUNDATION, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Federal Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0215
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-853
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-761
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-853
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt29077
TransfersToControlledEntities/TotalAmt08000
TransfersToControlledEntities/TransfersToControlledEntGrp/Amt08000
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt0Inclusive Foundation LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc0see general explanation
TransfersToControlledEntities/TransfersToControlledEntGrp/EIN0815289007
TransfersToControlledEntities/TransfersToControlledEntGrp/USAddress/AddressLine1Txt01928 Oak Knoll Dr
TransfersToControlledEntities/TransfersToControlledEntGrp/USAddress/CityNm0Belmont
TransfersToControlledEntities/TransfersToControlledEntGrp/USAddress/StateAbbreviationCd0CA
TransfersToControlledEntities/TransfersToControlledEntGrp/USAddress/ZIPCd094002
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANKUR JAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Inclusive Foundation Endowment
ReturnHeader/Filer/BusinessNameControlTxt0INCL
ReturnHeader/Filer/EIN0823669292
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/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-11-12T08:51:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANKUR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$920,317
Liabilities
$1
Net assets
$920,317
Revenue
$47,206
Expenses
$43,990
Net income
$3,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.02$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.04$1.09$0.06$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.09$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.82$0.05$0.77