Civic Intelligence

Swinney Family Foundation

EIN 82-3760768 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

100th percentile

183%

Higher net margin than 100% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Asset Growth

12th percentile

-13%

Faster asset growth than 12% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,452,643

Down $223,384 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$1,452,643

Down $223,384 (-13%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$122,295

Down $746,606 (-120%) from 2022

Expenses

Up

$101,089

Up $21,508 (+27%) from 2022

Net Income

Down

-$223,384

Down $768,114 (-141%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2018: $238,629Liabilities 2018: $02018Assets 2019: $381,020Liabilities 2019: $0Net Assets 2019: $381,0202019Assets 2020: $511,808Liabilities 2020: $0Net Assets 2020: $511,8082020Assets 2021: $1,131,297Liabilities 2021: $0Net Assets 2021: $1,131,2972021Assets 2022: $1,676,027Liabilities 2022: $0Net Assets 2022: $1,676,0272022Assets 2023: $1,452,643Liabilities 2023: $0Net Assets 2023: $1,452,6432023

Highlighted filing

2023

Assets$1,452,643
Liabilities$0
Net Assets$1,452,643
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2018: $1,691Expenses 2018: $13,076Net Income 2018: -$11,3852018Revenue 2019: $152,095Expenses 2019: $9,704Net Income 2019: $142,3912019Revenue 2020: $143,218Expenses 2020: $12,430Net Income 2020: $130,7882020Revenue 2021: $661,010Expenses 2021: $41,521Net Income 2021: $619,4892021Revenue 2022: $624,311Expenses 2022: $79,581Net Income 2022: $544,7302022Revenue 2023: -$122,295Expenses 2023: $101,089Net Income 2023: -$223,3842023

Highlighted filing

2023

Revenue-$122,295
Expenses$101,089
Net Income-$223,384
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,452,643
Liabilities
$0
Net assets
$1,452,643
Revenue
-$122,295
Expenses
$101,089
Net income
-$223,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.12$0.10$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.62$0.08$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.66$0.04$0.62
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.14$0.01$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.15$0.01$0.14
2018Summary only. Only limited summary data is available for this year.$0.24$0.00$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 29, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda SwinneyDir, Pres, Sec, Treas-$0--
Steve SwinneyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Swinney Family Foundation
EIN
82-3760768
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Linda Swinney
Title
President
Phone
8008391754
Signed
2025-11-29
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 Appendix345 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 8865
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1Form 8858
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Form 8865
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1Form 8858
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting 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/MediumExplanationTxt1The Foundation has prepared this form to the best of its ability based on the information provided to it by the foreign disregarded entity on which the Foundation is reporting. 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.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0C3 NANO INCORPORATED - 10.000%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0200000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0200000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt068877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt083446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIRST FINANCIAL BANKSHARES, IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0102969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1196354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2121979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3104602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4110989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6181333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALDUS LIMITED PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN RIVERS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BRUSH CREEK PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3COURT SQ CPTL PTNS (EXECUTIVE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VISIONARY PRIVATE EQUITY GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5WHITESTONE GEORGE DEVELOPMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WHITESTONE REAL ESTATE FD III,
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0185133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1210227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt260600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4194625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5581744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6300000
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt016506
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-97026
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06820
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-26658
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-21937
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-100358
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-21937
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-122295
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt047943
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt070000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt070000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016506
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016506
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-223384
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0786748
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06820
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06820
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-97026
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022204
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09573
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014966
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025328
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-28838
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-48595
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04775
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04775
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0486
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0986
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt079573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0101089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt042431
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-122295
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09573
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020227
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0669163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0117585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-69642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0117585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0786748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047943
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-223384
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01452643
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01676027
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01452643
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt096936
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt096936
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt096936
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt097245
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0309
IRS990PF/DistributableAmountGrp/TotalTaxAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02300
IRS990PF/FMVAssetsEOYAmt02131315
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0882294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt068877
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt083446
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0728267
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0968226
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01632329
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01676027
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01452643
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt065466
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0115540
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0115540
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01676027
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01452643
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02131315
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01676027
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01452643
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01676027
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01452643
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01974515
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0168420
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0494955
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029618
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01311140
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt097245
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01944897
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01974515
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Linda Swinney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Steve Swinney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Pres, Sec, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt079573
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt079573
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/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/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Linda Swinney
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Steve Swinney
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0College of Business Administration fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Tournament Sponsor fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ABILENE CHRISTIAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAVE THE STORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ACU BOX 29132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14050 LEE VANCE VIEW DR 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ABILENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd079699
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180918
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070000
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/AppliedToCurrentYearAmt04318
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt075255
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096936
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079573
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt092618
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt075255
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp ALDUS LIMITED PARTNERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3K-1 Exp AMERICAN RIVERS FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4K-1 Exp BRUSH CREEK PARTNERS,
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5K-1 Exp COURT SQ CPTL PTNS (EX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6K-1 Exp VISIONARY PRIVATE EQUI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7K-1 Exp WHITESTONE REAL ESTATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09548
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt067
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt112675
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3506
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4979
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5704
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09548
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212789
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3524
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4587
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51073
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6704
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt711
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt825
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss ALDUS LIMITED PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss AMERICAN RIVERS FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2K-1 Inc/Loss BRUSH CREEK PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3K-1 Inc/Loss COURT SQ CPTL PTNS (EXECUTIVE) IV, L
OtherIncomeSchedule2/OtherIncomeDetail/Desc4K-1 Inc/Loss VISIONARY PRIVATE EQUITY GROUP I, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc5K-1 Inc/Loss WHITESTONE REAL ESTATE FD III, LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt029389
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt139
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-9312
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt31359
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4225
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5-50538
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018952
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-8907
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-9312
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3985
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4225
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-50538
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0PATHWAY HEALTHCARE LLC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt012.
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0CASH, $100,000 0
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02024-02
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0OPERATING CAPITAL
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02023-09
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0PRIN & INT DUE 5 DAYS FROM MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0NONE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04775
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04775
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt1486
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2023
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0486
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Swinney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swinney Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SWIN
ReturnHeader/Filer/EIN0823760768
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-12-01T18:37:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits