Civic Intelligence

Inclusive Foundation Endowment

990PF • Fiscal year 2021 • EIN 82-3669292

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 13, 2022

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

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

79th percentile

41%

Higher net margin than 79% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

44th percentile

4.1%

Faster asset growth than 44% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

96%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$958,005

Up $37,688 (+4.1%) from 2020

Net Assets

Up

$958,005

Up $37,688 (+4.1%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin79th percentile

Revenue

Up

$92,712

Up $45,506 (+96%) from 2020

Expenses

Up

$55,024

Up $11,034 (+25%) from 2020

Net Income

Up

$37,688

Up $34,472 (+1072%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2021

Assets$958,005
Liabilities$1
Net Assets$958,005
Open 2021 Filing

Operations Trend

Revenue Growth83rd 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

2021

Revenue$92,712
Expenses$55,024
Net Income$37,688
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th 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
2022-11-13
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 Appendix320 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/FormAndLineReferenceDesc0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, Part VI-A, Line 11
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1FORM 990-PF, Part VI-A, Line 11
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1TRANSFER TO CONTROLLED ENTITY THE ONLY TRANSFER MADE DURING 2021 WAS THE CASH CONTRIBUTION TOTALING $16,000 TO INCLUSIVE FOUNDATION, LLC FROM THE FOUNDATION. INCLUSIVE FOUNDATION LLC IS NOT AN EXCESS BUSINESS HOLDING OF THE FOUNDATION.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt296956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt317981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt427375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt547810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt617976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt719349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt820082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt914733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1018040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1142212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12346991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1312028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1417640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1538129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt018208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2110633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt443572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt556122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt620587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt718100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt833128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt921867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1020650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1173474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12427401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1322613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1437295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1534377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BARCLAYS IPATH SHILLER CAPE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FRANCO NEV CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3FRDM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4GOLD AND PRECIOUS METALS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES MSCI-JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7KYNDRYL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MARKET VECTORS - GOLD MINERS E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MARKET VECTORS ETF TRJR GOLD M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MATTHEWS INDIA FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11SELECT SECTOR SPDR ENERGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12SPDR GOLD SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13SPDR S&P METALS & MINING ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14WISDOMTREE INDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15WORLD PRECIOUS MINERALS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt031995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt176390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALAMERE PRIVATE EQUITY FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INCLUSIVE FOUNDATION, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt032002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt176390
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt027824
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt066525
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt031
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-1594
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-74
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt092786
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-74
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt092712
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt066525
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt041500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt041500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027824
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027824
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt037688
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0273596
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt066525
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt090988
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01566
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012582
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-1594
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-1668
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt052516
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt055024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt092786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt092712
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01798
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0208352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt065244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt065244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0273596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt066525
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt037688
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0958005
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0920317
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0958005
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt058418
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt058418
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt058418
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt059683
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01265
IRS990PF/DistributableAmountGrp/TotalTaxAmt01265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01265
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01388
IRS990PF/FMVAssetsEOYAmt01180238
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0779515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0765665
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0987891
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt079338
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0108385
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0108392
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0920317
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0958005
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt061464
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt083955
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt083955
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0920317
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0958005
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01180238
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0920317
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0958005
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0920317
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0958005
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01211834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt036523
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01066919
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018178
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0108392
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt059683
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01193656
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01211834
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/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt052516
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt052516
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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/Amt041500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ISHA FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0951 ISHA LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MCMINNVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041500
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/AppliedToCurrentYearAmt02542
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt049974
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058418
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052516
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt055876
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt049974
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp ALAMERE PRIVATE EQUITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010991
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01566
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010991
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11566
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss ALAMERE PRIVATE EQUITY FUND LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss INCLUSIVE FOUNDATION, LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0763
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-2357
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0689
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-2357
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt1210
TaxesSchedule/TaxesDetail/Amt2232
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2021
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2020
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0232
TransfersToControlledEntities/TotalAmt016000
TransfersToControlledEntities/TransfersToControlledEntGrp/Amt016000
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/SignatureDt02022-11-13
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/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/ReturnTs02022-11-15T15:05:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ankur
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jain
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$958,005
Liabilities
$1
Net assets
$958,005
Revenue
$92,712
Expenses
$55,024
Net income
$37,688
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