Civic Intelligence

William N Rom MD Mph Foundation

EIN 83-2079661 • 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

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

61st percentile

2.5%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$407,349

Up $9,879 (+2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$407,349

Up $9,879 (+2.5%) from 2023

Revenue

Down

$23,329

Down $15,764 (-40%) from 2023

Expenses

Down

$13,450

Down $111,113 (-89%) from 2023

Net Income

Up

$9,879

Up $95,349 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2020: $433,385Liabilities 2020: $0Net Assets 2020: $433,3852020Assets 2021: $441,218Liabilities 2021: $0Net Assets 2021: $441,2182021Assets 2022: $482,940Liabilities 2022: $0Net Assets 2022: $482,9402022Assets 2023: $397,470Liabilities 2023: $0Net Assets 2023: $397,4702023Assets 2024: $407,349Liabilities 2024: $0Net Assets 2024: $407,3492024

Highlighted filing

2024

Assets$407,349
Liabilities$0
Net Assets$407,349

Operations Trend

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

$200K$100K$0-$100KRevenue 2020: $6,013Expenses 2020: $32,368Net Income 2020: -$26,3552020Revenue 2021: $57,133Expenses 2021: $49,300Net Income 2021: $7,8332021Revenue 2022: $107,494Expenses 2022: $65,772Net Income 2022: $41,7222022Revenue 2023: $39,093Expenses 2023: $124,563Net Income 2023: -$85,4702023Revenue 2024: $23,329Expenses 2024: $13,450Net Income 2024: $9,8792024

Highlighted filing

2024

Revenue$23,329
Expenses$13,450
Net Income$9,879

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 18, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William N RomDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
William N Rom MD MPH Foundation
EIN
83-2079661
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
William N Rom MD MPH
Title
President
Phone
8008391754
Signed
2025-09-18
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 Appendix314 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt620000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt725728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt840000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1021095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1145091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1242615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt173264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt231496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt254137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt619740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt748765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt840160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1066460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1157253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1276225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt167434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt175218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1819811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt192437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt205255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt234024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt242813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt255417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt264333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN ELECTRIC POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CITIGROUP GLOBAL MARKETS RTY S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FINANCIAL SELECT SECTOR SPDR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GS FINANCE CORP L/O TA-CYN NDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10INVESCO QQQ TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES HIGH DIVIDEND EQUITY F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES MORNINGSTAR MID CAP ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MARSH AND MCLENNAN COMPANIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NEXTERA ENERGY, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26UNION PACIFIC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0117955
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0118005
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt018943
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1097
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01212
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Federal Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt04271
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt023329
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt023329
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018943
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018943
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09879
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0300165
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01212
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1097
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013685
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06401
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06401
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023329
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06165
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06470
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0301262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0300165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1097
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09879
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0407349
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0397470
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0407349
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028295
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028295
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028295
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028485
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0190
IRS990PF/DistributableAmountGrp/TotalTaxAmt0190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0200
IRS990PF/FMVAssetsEOYAmt0604904
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0224086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0257509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0455014
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0397470
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0407349
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt050428
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt031885
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt031885
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0397470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0407349
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0604904
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0397470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0407349
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0397470
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0407349
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0122956
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0117955
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0118005
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0578375
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027022
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0551353
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08676
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028485
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0569699
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0578375
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William N Rom
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/ExpensesAndContributionsAmt06165
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt06165
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/ContributingManagerNm0William N Rom
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt06165
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt022130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt092305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09311
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt022130
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0128777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt092305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02628
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06165
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0128777
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0150907
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06140
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Federal Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04271
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06401
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06401
TaxesSchedule/TaxesDetail/Amt0815
TaxesSchedule/TaxesDetail/Amt169
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2023
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt069
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William N Rom MD MPH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William N Rom MD MPH Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0832079661
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/ReturnTs02025-09-25T07:28:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.