Civic Intelligence

The Schon Charitable Fund

EIN 93-4624466 • 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

95th percentile

80%

Higher net margin than 95% 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

Score unavailable

No value available

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

Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$60,744

Up $60,744 from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$60,744

Up $60,744 from 2023

Operations
Liabilities / Revenue66th percentileNet Margin95th percentile

Revenue

Up

$75,768

Up $75,768 from 2023

Expenses

Up

$15,024

Up $15,024 from 2023

Net Income

Up

$60,744

Up $60,744 from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $60,744Liabilities 2024: $0Net Assets 2024: $60,7442024

Highlighted filing

2024

Assets$60,744
Liabilities$0
Net Assets$60,744
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $75,768Expenses 2024: $15,024Net Income 2024: $60,7442024

Highlighted filing

2024

Revenue$75,768
Expenses$15,024
Net Income$60,744
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$60,744
Liabilities
$0
Net assets
$60,744
Revenue
$75,768
Expenses
$15,024
Net income
$60,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.7$0.00$60.7$75.8$15.0$60.7
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacy A FerroDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Schon Charitable Fund
EIN
93-4624466
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Stacy Ferro
Title
President
Phone
8008391754
Signed
2025-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Phone
8008391754
Raw XML Appendix298 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.

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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4RIVERNORTH DOUBLE LINE STRATEGIC INCOME RNSIX, 83.385 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5T ROWE PRICE DIV GROWTH FUND LARGE CAP PRDGX, 13.853 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6JPMORGAN LARGE CAP GROWTH FUND SELECT SEEGX, 17.965 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7Morgan Stanley Institutional Fund, Inc. MSEQX, 25.287 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8FIRST EAGLE GLOBAL FUND CLASS I SGIIX, 14.664 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc9T. ROWE PRICE BLUE CHIP GROWTH FUND, IN TRBCX, 7.258 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc10VANGUARD BALANCED INDEX FD ADMIRAL SHS VBIAX, 27.77 sh.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Charges
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4IRS Application Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08217
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt283
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0199
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0199
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Estate of Anita Novak Schon
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04990 Hwy 22 Unit C
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Mandeville
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0LA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd070471
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacy Ferro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Schon Charitable Fund
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0934624466
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/ReturnTs02025-07-24T08:15:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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