Civic Intelligence

Acahand Foundation

990PF • Fiscal year 2023 • EIN 83-3070019

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile

View Organization Page

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

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.01x

Higher debt load relative to revenue than 17% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

8th percentile

-67%

Higher net margin than 8% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$1,605

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

20th percentile

-2.3%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-19%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$77,916,386

Down $1,802,441 (-2.3%) from 2022

Net Assets

Down

$77,892,335

Down $1,822,787 (-2.3%) from 2022

Liabilities

Up

$24,051

Up $20,346 (+549%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Down

$2,714,812

Down $650,632 (-19%) from 2022

Expenses

Down

$4,537,599

Down $561,030 (-11%) from 2022

Net Income

Down

-$1,822,787

Down $89,602 (-5.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$100M$50M$0Assets 2019: $78,290,578Liabilities 2019: $02019Assets 2020: $79,537,576Liabilities 2020: $0Net Assets 2020: $79,537,5762020Assets 2021: $81,437,345Liabilities 2021: $1,863Net Assets 2021: $81,435,4822021Assets 2022: $79,718,827Liabilities 2022: $3,705Net Assets 2022: $79,715,1222022Assets 2023: $77,916,386Liabilities 2023: $24,051Net Assets 2023: $77,892,3352023Assets 2024: $78,741,841Liabilities 2024: $34,168Net Assets 2024: $78,707,6732024

Highlighted filing

2023

Assets$77,916,386
Liabilities$24,051
Net Assets$77,892,335
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

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

$100M$50M$0-$50MRevenue 2019: $79,112,273Expenses 2019: $821,695Net Income 2019: $78,290,5782019Revenue 2020: $3,505,706Expenses 2020: $2,258,708Net Income 2020: $1,246,9982020Revenue 2021: $6,414,651Expenses 2021: $4,520,727Net Income 2021: $1,893,9242021Revenue 2022: $3,365,444Expenses 2022: $5,098,629Net Income 2022: -$1,733,1852022Revenue 2023: $2,714,812Expenses 2023: $4,537,599Net Income 2023: -$1,822,7872023Revenue 2024: $5,466,075Expenses 2024: $4,653,987Net Income 2024: $812,0882024

Highlighted filing

2023

Revenue$2,714,812
Expenses$4,537,599
Net Income-$1,822,787
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven HarrisSec, Treas, DirectorFT$0$1,605$1,605
Carmen MoscripDirector-$0--
Scott MoscripDir, Pres-$0--
Filing and Contact Details

Filer

Filer Name
Acahand Foundation
EIN
83-3070019
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Steven Harris
Title
Treasurer
Phone
8008391754
Signed
2024-11-15
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 AppendixShowing 400 of 1,957 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Scott Moscrip
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0* SCOTT MOSCRIP, PRESIDENT/DIRECTOR OF ACAHAND FOUNDATION (THE "FOUNDATION"), IS A MANAGING MEMBER AT THE BUSINESS SERVICES FIRM OF SWAMM ENTERPRISES, LLC, A DISQUALIFIED PERSON WHICH PROVIDES ADMINISTRATIVE SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $224,657 FOR ADMINISTRATIVE SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH BUSINESS SERVICES FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02022-04-12
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt063535
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt012708
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt09001
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc02020 FORD TRANSIT
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 8865
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PARTS I AND XIV:
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2PART I LINE 25 AND PART XIV LINE 3A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FORM 8865
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1FORM 990-PF, PARTS I AND XIV:
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2IN-KIND GRANTS
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/MediumExplanationTxt1TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $3,024,750 Less amount counted as a qualifying distribution on Part XI, Line 2: $130,901 Less amount not treated as qualifying distribution: $7,500 TOTAL Part I, Line 25, Column (d): $2,886,349
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF SUPPLIES: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $130,901 TOTAL BOOK VALUE OF PROPERTY: $130,901 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $130,901 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 936 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: The Salvation Army FMV OF PROPERTY: $605 BOOK VALUE OF PROPERTY: $605 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $605 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 720 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: Clarita's House Outreach Ministry Inc FMV OF PROPERTY: $475 BOOK VALUE OF PROPERTY: $475 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $475 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 864 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: Butterfly Lifestyle Inc FMV OF PROPERTY: $565 BOOK VALUE OF PROPERTY: $565 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $565 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 432 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: Matthew's Hope Ministries FMV OF PROPERTY: $275 BOOK VALUE OF PROPERTY: $275 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $275 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 864 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: Harbor House of Central Florida FMV OF PROPERTY: $565 BOOK VALUE OF PROPERTY: $565 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $565 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 864 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: Good Samaritan Outreach FMV OF PROPERTY: $565 BOOK VALUE OF PROPERTY: $565 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $565 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 864 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: The Sharing Center FMV OF PROPERTY: $565 BOOK VALUE OF PROPERTY: $565 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $565 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 288 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: Recovery Connections of Central Florida FMV OF PROPERTY: $185 BOOK VALUE OF PROPERTY: $185 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $185 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 864 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: Islamic Center of Orlando FMV OF PROPERTY: $565 BOOK VALUE OF PROPERTY: $565 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $565 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 576 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: New Image Youth Center FMV OF PROPERTY: $380 BOOK VALUE OF PROPERTY: $380 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $380 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 864 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: The Howard Phillips Center for Children and Families FMV OF PROPERTY: $565 BOOK VALUE OF PROPERTY: $565 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $565 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 144 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: Latisha's House Foundation FMV OF PROPERTY: $90 BOOK VALUE OF PROPERTY: $90 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $90 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 720 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: Frontline Outreach FMV OF PROPERTY: $465 BOOK VALUE OF PROPERTY: $465 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $465 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 216 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: Christian HELP Employment & Resource Center FMV OF PROPERTY: $140 BOOK VALUE OF PROPERTY: $140 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $140 DESCRIPTION OF PROPERTY: toothbrushes & toothpaste UNITS: 864 DATE OF DISTRIBUTION: 5/13/2023 GRANT RECIPIENT: One Heart for Women and Children FMV OF PROPERTY: $565 BOOK VALUE OF PROPERTY: $565 CAS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMERICAN EXPRESS CO NOTE - 4.0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1APPLE INC - 1.650% - 05/11/203
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK AMER CORP FR - 4.200% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BANK OF AMERICA - 3.950% - 04/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BANK OF MONTREAL MTN - 3.300%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5CITIGROUP - 3.700% - 01/12/202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CITIGROUP INC - 4.000% - 08/05
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7COMCAST CORP NOTE - 3.300% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8COMCAST CORP NOTE - 3.950% - 1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9ENERGY TRANSFER OPERATING LP -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10ENERGY TRANSFER PARTNERS DTD -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11GOLDMAN SACHS GROUP - 2.640% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12JPMORGAN CHASE & CO NOTE - 5.5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13MITSUBISHI FINANCIAL - 3.407%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14MORGAN STANLEY - 3.875% - 01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15MORGAN STANLEY - 4.000% - 07/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16ROYAL BANK OF CANADA - 4.650%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17SCHWAB CHARLES CORP NOTE CALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18STATE STREET - 1.684% - 11/18/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19UNITEDHEALTH GROUP - 2.300% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20US BANCORP - 4.653% - 02/01/20
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CRESTVIEW PARTNERS IV (TE) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CROSS CREEK CAPITAL IIILP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FRONTENAC XII PRIVATE CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ICAPITAL-CLEARLAKE CAP PARTNER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6JMI EQUITY FUND XI-B, L.P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7KEYSTONE PRIVATE MKT OPPS IX Q
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8L SQUARED CAPITAL PARTNERS IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9RESOLUTE FUND V LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10RESOLUTE FUND V SIE, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11TRF V (BLOCKED) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0801029
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0220507
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Federal Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0124882
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1162
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0224
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02709588
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0224
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02709812
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0459364
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02886349
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03024750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt012708
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01904673
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01904673
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1822787
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014012369
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0220507
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0220507
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07804
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07804
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0236115
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0477969
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0125268
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0268
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt032500
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt077916386
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt085300030
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03705
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt024051
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt079718827
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt079715122
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt08111558
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IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt09672758
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01245245
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05166690
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04088556
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt081771118
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt083016363
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0115000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1115000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Mr Troy Wright
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Ms Camille McCashland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Program Officer, Com
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Program Officer, Com
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0501 SILVERSIDE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1501 SILVERSIDE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1WILMINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Olympus Wealth Management LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Graham Media Group Orlando Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2SWAMM Enterprises LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3Foundation Source
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0297021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1235263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2224657
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt394024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1social media svcs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2administrative svcs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3administrative svcs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt06985 UNION PARK CENTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt14466 N John Young Pkwy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2c/o Olympus Wealth Management PO B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt355 WALLS DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0COTTONWOOD HEIGHTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Orlando
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Midvale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3FAIRFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd084047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd132804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd284047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd306824
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt01605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Steven Harris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Carmen Moscrip
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Scott Moscrip
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Sec, Treas, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, Pres
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt0130901
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03954085
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04084986
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$77,916,386
Liabilities
$24,051
Net assets
$77,892,335
Revenue
$2,714,812
Expenses
$4,537,599
Net income
-$1,822,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$78.7$0.03$78.7$5.47$4.65$0.81
2023Detailed filing. Detailed filing data is available for this year.$77.9$0.02$77.9$2.71$4.54$1.82
2022Detailed filing. Detailed filing data is available for this year.$79.7$0.00$79.7$3.37$5.10$1.73
2021Detailed filing. Detailed filing data is available for this year.$81.4$0.00$81.4$6.41$4.52$1.89
2020Detailed filing. Detailed filing data is available for this year.$79.5$0.00$79.5$3.51$2.26$1.25
2019Summary only. Only limited summary data is available for this year.$78.3$0.00$79.1$0.82$78.3
Peer Organizations

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