Civic Intelligence

This Is Kari & Philips Foundation

990PF • Fiscal year 2024 • EIN 83-1877558

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 14, 2025

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

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

10th percentile

-44%

Higher net margin than 10% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

24th percentile

-2.4%

Faster asset growth than 24% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

29%

Faster revenue growth than 70% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,121,544

Down $124,071 (-2.4%) from 2023

Net Assets

Down

$5,121,544

Down $124,071 (-2.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin10th percentile

Revenue

Up

$279,306

Up $63,479 (+29%) from 2023

Expenses

Up

$403,377

Up $79,434 (+25%) from 2023

Net Income

Down

-$124,071

Down $15,955 (-15%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $5,034,364Liabilities 2019: $1Net Assets 2019: $5,034,3642019Assets 2020: $4,911,932Liabilities 2020: $1Net Assets 2020: $4,911,9322020Assets 2021: $5,629,275Liabilities 2021: $1Net Assets 2021: $5,629,2752021Assets 2022: $5,353,731Liabilities 2022: $1Net Assets 2022: $5,353,7312022Assets 2023: $5,245,615Liabilities 2023: $1Net Assets 2023: $5,245,6152023Assets 2024: $5,121,544Liabilities 2024: $0Net Assets 2024: $5,121,5442024

Highlighted filing

2024

Assets$5,121,544
Liabilities$0
Net Assets$5,121,544
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $196,020Expenses 2019: $113,652Net Income 2019: $82,3682019Revenue 2020: $201,270Expenses 2020: $323,702Net Income 2020: -$122,4322020Revenue 2021: $901,847Expenses 2021: $184,504Net Income 2021: $717,3432021Revenue 2022: $213,919Expenses 2022: $489,463Net Income 2022: -$275,5442022Revenue 2023: $215,827Expenses 2023: $323,943Net Income 2023: -$108,1162023Revenue 2024: $279,306Expenses 2024: $403,377Net Income 2024: -$124,0712024

Highlighted filing

2024

Revenue$279,306
Expenses$403,377
Net Income-$124,071
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kari Weiler KaplanDir, Sec, Treas-$0--
Philip KaplanDir, Pres-$0--
Filing and Contact Details

Filer

Filer Name
This is Kari & Philip's Foundation
EIN
83-1877558
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Kari Kaplan
Title
Treasurer
Phone
8008391754
Signed
2025-04-14
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
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm53VERIZON COMMUNICATIONS - 4.125
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BLACKROCK STRAT INC OPP PORTFO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES BARCLAYS 1-3 YEAR TREA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ISHARES BARCLAYS US AGGREGATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ISHARES CORE MSCI DEV MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ISHARES CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ISHARES CORE MSCI EMERGING MAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHARES S&P 1500 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ISHARES TR S & P MIDCAP 400 IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11OPPENHEIMER EMERGING MARKETS L
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD TOTAL STOCK MARKET ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VANGUARD TOTAL WORLD STK INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15VANGUARD ULTRA ST BND ADMR
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0280496
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0242311
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0233981
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-77024
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04019
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0160976
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0160976
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035691
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0361397
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0361397
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0118330
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0233981
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0233981
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-124071
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0564572
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04019
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-77024
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0257997
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt022586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt015694
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt015694
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0383983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015694
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0403377
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0273691
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0279306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015694
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0528881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt035691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt035691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0564572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035691
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-124071
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05121544
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05245615
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05121544
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0288320
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0288320
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0288320
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0291906
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03586
IRS990PF/DistributableAmountGrp/TotalTaxAmt03586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0576
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03010
IRS990PF/FMVAssetsEOYAmt06072935
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01492
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0202323
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01062661
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01060633
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03879534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03569274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04560878
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05245615
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05121544
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0889406
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0209113
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0209113
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05245615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05121544
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06072935
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05245615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05121544
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05245615
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05121544
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0272860
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0280496
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0242311
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05927015
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0183299
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05743716
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt088905
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0291906
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05838110
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05927015
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/PersonNm0Kari Weiler Kaplan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Philip Kaplan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Sec, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, Pres
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/ExpensesAndContributionsAmt0383983
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0383983
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/ContributingManagerNm0Kari Weiler Kaplan
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Philip Kaplan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt070000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt416397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UP Academy Fund

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,121,544
Liabilities
$0
Net assets
$5,121,544
Revenue
$279,306
Expenses
$403,377
Net income
-$124,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.28$0.40$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.22$0.32$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.21$0.49$0.28
2021Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.90$0.18$0.72
2020Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.20$0.32$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.20$0.11$0.08