Civic Intelligence

Southern Reconstruction Fund

990PF • Fiscal year 2021 • EIN 84-2321253

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

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.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,393,890

Up $5,393,890 from 2020

Net Assets

Up

$5,393,890

Up $5,393,890 from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin97th percentile

Revenue

Up

$5,656,059

Up $5,656,059 from 2020

Expenses

Up

$262,169

Up $262,169 from 2020

Net Income

Up

$5,393,890

Up $5,393,890 from 2020

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $5,393,890Liabilities 2021: $0Net Assets 2021: $5,393,8902021Assets 2022: $5,123,384Liabilities 2022: $0Net Assets 2022: $5,123,3842022Assets 2023: $6,127,289Liabilities 2023: $12023Assets 2024: $4,417,290Liabilities 2024: $0Net Assets 2024: $4,417,2902024

Highlighted filing

2021

Assets$5,393,890
Liabilities$0
Net Assets$5,393,890
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $5,656,059Expenses 2021: $262,169Net Income 2021: $5,393,8902021Revenue 2022: $1,355,335Expenses 2022: $1,625,841Net Income 2022: -$270,5062022Revenue 2023: $2,604,947Expenses 2023: $1,601,042Net Income 2023: $1,003,9052023Revenue 2024: $23,958Expenses 2024: $1,733,957Net Income 2024: -$1,709,9992024

Highlighted filing

2021

Revenue$5,656,059
Expenses$262,169
Net Income$5,393,890
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dorian O Burton IIPres, DirectorFT$0--
Anne KenanDirectorPT$0--
Annice O KenanDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Southern Reconstruction Fund
EIN
84-2321253
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Dorian D Burton
Title
President
Phone
8008391754
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix326 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/PersonNm0Dorian O Burton II
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0* *Dorian O Burton II, President and Director of Southern Reconstruction Fund ("the Foundation") is a disqualified person with respect to the Foundation. During taxable year ending June 30, 2021, the Foundation paid $138,000 to Dorian O Burton II for philanthropic consulting services as reported in Form 990-PF, Part I, Line 16c.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02060085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1785854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22417170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02511606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1775479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22660025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BERKSHIRE HATHAWAY INC DEL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES BARCLAYS US AGGREGATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD TOTAL STOCK MARKET ET
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt022300
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-30942
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt030
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-8612
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-8612
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02243319
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05664671
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022300
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05393890
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02718136
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-30942
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02254280
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0244300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011369
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0255669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0250800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0262169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02265649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05656059
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0250800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011369
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0262169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0474817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02243319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02243319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02718136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02243319
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05393890
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05393890
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05393890
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0126696
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0126696
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0126696
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0158030
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031334
IRS990PF/DistributableAmountGrp/TotalTaxAmt031334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt035300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03573
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031334
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt035300
IRS990PF/FMVAssetsEOYAmt06077891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05263109
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05947110
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05393890
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0130781
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0130781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05393890
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06077891
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05393890
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05393890
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03208721
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0190654
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03018067
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt048131
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0158030
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03160590
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03208721
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Dorian O Burton II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Reviville Development Partners LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0138000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt178000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Philanthropic
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Philanthropic
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01500 W Main Street Unit 249
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1PO box 1476
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Carrboro
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1DURHAM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Dorian O Burton II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anne Kenan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Annice O Kenan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0250800
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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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/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Anne Kenan
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Annice O Kenan
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/AppliedToCurrentYearAmt0126696
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0126696
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0124104
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0124104
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0124104
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0124104
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Kenan Anne
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Kenan Annice O
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Kenan Elizabeth
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3Kirk Laura S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01500 W Main Street Unit 249
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11500 W Main Street Unit 249
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2121 Cedar Club Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3227 W 77th Street Apt 4K
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Carrboro
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Carrboro
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Chapel Hill
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027510
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd127510
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd227517
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd310024
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02060085
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12144671
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt21359915
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum22
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum33
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum43
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02060085
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11072725
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt21071946
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3193992
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4165922
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0BERKSHIRE HATHAWAY INC DEL CL A BRK-A, 6 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1PEPSICO INC PEP, 7500 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2MCDONALD'S CORP MCD, 5005 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3SCHLUMBERGER LTD SLB, 8848 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4EDGEWELL PERSONAL CARE COMPANY EPC, 4783 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-01-08
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22021-01-08
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32021-01-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42021-01-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011369
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1244300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PHILANTHROPIC CONSULTING SRVCS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0244300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011369
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Kenan Anne
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Kenan Annice O
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2Kenan Elizabeth
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01500 W Main Street Unit 249
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt11500 W Main Street Unit 249
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt2121 Cedar Club Drive
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Carrboro
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Carrboro
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2Chapel Hill
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd027510
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd127510
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd227517
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DORIAN D BURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southern Reconstruction Fund
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0842321253
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-05-13T09:53:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DORIAN D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURTON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,393,890
Liabilities
$0
Net assets
$5,393,890
Revenue
$5,656,059
Expenses
$262,169
Net income
$5,393,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.02$1.73$1.71
2023Summary only. Only limited summary data is available for this year.$6.13$0.00$2.60$1.60$1.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.00$5.12$1.36$1.63$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$5.66$0.26$5.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00