Civic Intelligence

The Ballydavid Foundation

990PF • Fiscal year 2021 • EIN 85-4101886

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 25, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

92nd percentile

91%

Faster asset growth than 92% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

6.1%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Flat

$987,528

Flat from 2021

Net Assets

$987,528

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin96th percentile

Revenue

Flat

$549,026

Flat from 2021

Expenses

Flat

$78,983

Flat from 2021

Net Income

Flat

$470,043

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$1.5M$1.0M$500K$0Assets 2020: $517,485Liabilities 2020: $0Net Assets 2020: $517,4852020Assets 2021: $987,528Liabilities 2021: $0Net Assets 2021: $987,5282021Assets 2021: $987,528Liabilities 2021: $12021Assets 2022: $1,190,704Liabilities 2022: $0Net Assets 2022: $1,190,7042022Assets 2023: $1,179,662Liabilities 2023: $12023

Highlighted filing

2021

Assets$987,528
Liabilities$0
Net Assets$987,528
Open 2021 Filing

Operations Trend

Revenue Growth43rd percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $517,485Expenses 2020: $0Net Income 2020: $517,4852020Revenue 2021: $549,026Expenses 2021: $78,983Net Income 2021: $470,0432021Revenue 2021: $549,026Expenses 2021: $78,983Net Income 2021: $470,0432021Revenue 2022: $251,046Expenses 2022: $47,870Net Income 2022: $203,1762022Revenue 2023: $23,388Expenses 2023: $34,430Net Income 2023: -$11,0422023

Highlighted filing

2021

Revenue$549,026
Expenses$78,983
Net Income$470,043
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 25, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie O'SheaDir, Pres-$0--
Sean O'SheaDir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Ballydavid Foundation
EIN
85-4101886
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Julie Oisha
Title
President
Phone
8008391754
Signed
2022-08-25
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 Appendix359 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/EOYBookValueAmt065976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt120000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt227000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt561040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt685000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt724000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt820000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt916000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1032097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1127140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12187378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1328201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1422000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15100248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1622000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1725646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1816000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1967231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt060677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt225354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt324566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt427162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt560278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt684907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt723121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt819897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt914695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1034353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1132360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12207490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1328308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1421224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1599698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1621965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1731578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1812677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1966871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN FUNDS EUROPACIFIC GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BLACKROCK STRAT INC OPP PORTFO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BNY MELLON GLOBAL FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CALAMOS MARKET NEUTRAL FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COHEN & STEERS GLOBAL REALTY S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DODGE & COX FUNDS INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FEDERATED ULTRA SHORT BOND FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FRANKLIN K2 ALTERNATIVE STRATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GUGGENHEIM MACRO OPPORTUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9INVESCO OPPENHEIMER DEVELOPING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ISHARE SP SMALL CAP 600 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES MSCI USA MIN VOLATILIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES S&P 500 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES TR S & P MIDCAP 400 IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JAMES ALPHA GLOBAL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JP MORGAN ULTRA SHORT INCOME E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MERRILL LYNCH WORLD INCOME FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17SPDR S&P MIDCAP 400 EFT TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18T. ROWE PRICE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19VANGUARD SHORT TERM INFLATION
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt010214
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt048464
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt058698
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt058698
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0562426
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0490328
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010214
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010214
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0470043
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01075533
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt048464
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0570617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012730
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012755
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02018
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt072730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt078983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0572660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0549026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012730
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02043
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0513107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0562426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0562426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01075533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0562426
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0470043
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0987528
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0517485
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0987528
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019256
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019256
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019256
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027188
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07932
IRS990PF/DistributableAmountGrp/TotalTaxAmt07932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08000
IRS990PF/FMVAssetsEOYAmt01011746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0507485
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0892644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0916862
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0517485
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0987528
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt094884
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt094884
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0517485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0987528
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01011746
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0517485
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0987528
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0517485
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0987528
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0552042
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt042595
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0509447
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08281
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027188
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0543761
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0552042
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/PersonNm0Julie O'Shea
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sean O'Shea
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, Sec, Treas
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/ExpensesAndContributionsAmt072730
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt072730
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/ContributingManagerNm0Julie O'Shea
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Sean O'Shea
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable Event
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Mashomack Preserve in Shelter Island NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CRISTO REY NEW YORK HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FORDHAM PREPARATORY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0112 E 106TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1441 E FORDHAM RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24245 N FAIRFAX DRIVE STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt019256
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01102
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019256
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052372
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt052372
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt072730
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt052372
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt052372
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01102
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Julie O'Shea
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02280 East Beachside Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Vero Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032963
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0490328
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt010982
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt110919
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt240418
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3367944
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt460065
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SPDR S&P 600 SMALL CAP VALUE SLYV, 130 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1SPDR DJ SMALLCAP GRW SLYG, 122 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2OPPENHEIMER MID CAP REVENUE ETF RWK, 440 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3T. ROWE PRICE DIVERSIFIED SMALL CAP GRO PRDSX, 6999.124 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4AMERICAN CENTURY SMALL CAP GROWTH FUND ANONX, 2673.126 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-06
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-12-06
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22021-12-06
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32021-12-07
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42021-12-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4IRS Application Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07205
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07205
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02018
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02018
TaxesSchedule/TaxesDetail/Amt04200
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2021
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2020
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE OISHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Ballydavid Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0854101886
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/ReturnTs02022-09-15T14:54:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OISHA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
$987,528
Liabilities
$0
Net assets
$987,528
Revenue
$549,026
Expenses
$78,983
Net income
$470,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.18$0.00$0.02$0.03$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.25$0.05$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.55$0.08$0.47
2021Summary only. Only limited summary data is available for this year.$0.99$0.00$0.55$0.08$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.52$0.00$0.52