Civic Intelligence

Westly Foundation

990PF • Fiscal year 2020 • EIN 94-3368338

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

7th percentile

-110%

Higher net margin than 7% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

9th percentile

-8.3%

Faster asset growth than 9% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$7,621,083

Down $687,451 (-8.3%) from 2019

Net Assets

$7,621,083

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin7th percentile

Revenue

Down

$624,032

Down $471,151 (-43%) from 2019

Expenses

Up

$1,311,483

Up $123,985 (+10%) from 2019

Net Income

Down

-$687,451

Down $595,136 (-645%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$10M$5.0M$0Assets 2010: $9,302,710Liabilities 2010: $0Net Assets 2010: $9,302,7102010Assets 2011: $9,111,368Liabilities 2011: $02011Assets 2012: $8,709,239Liabilities 2012: $02012Assets 2013: $9,089,068Liabilities 2013: $02013Assets 2014: $9,901,859Liabilities 2014: $02014Assets 2015: $9,329,637Liabilities 2015: $02015Assets 2019: $8,308,534Liabilities 2019: $02019Assets 2020: $7,621,083Liabilities 2020: $0Net Assets 2020: $7,621,0832020Assets 2021: $7,049,563Liabilities 2021: $0Net Assets 2021: $7,049,5632021Assets 2022: $6,337,623Liabilities 2022: $0Net Assets 2022: $6,337,6232022Assets 2023: $5,245,960Liabilities 2023: $0Net Assets 2023: $5,245,9602023Assets 2024: $4,085,283Liabilities 2024: $0Net Assets 2024: $4,085,2832024

Highlighted filing

2020

Assets$7,621,083
Liabilities$0
Net Assets$7,621,083
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $931,2602010Revenue 2011: $1,265,881Expenses 2011: $1,006,591Net Income 2011: $259,2902011Revenue 2012: $675,079Expenses 2012: $1,077,208Net Income 2012: -$402,1292012Revenue 2013: $1,417,056Expenses 2013: $1,037,227Net Income 2013: $379,8292013Revenue 2014: $1,875,765Expenses 2014: $1,062,974Net Income 2014: $812,7912014Revenue 2015: $479,816Expenses 2015: $1,052,038Net Income 2015: -$572,2222015Revenue 2019: $1,095,183Expenses 2019: $1,187,498Net Income 2019: -$92,3152019Revenue 2020: $624,032Expenses 2020: $1,311,483Net Income 2020: -$687,4512020Revenue 2021: $545,879Expenses 2021: $1,117,399Net Income 2021: -$571,5202021Revenue 2022: $604,101Expenses 2022: $1,316,041Net Income 2022: -$711,9402022Revenue 2023: $99,805Expenses 2023: $1,191,468Net Income 2023: -$1,091,6632023Revenue 2024: $253,697Expenses 2024: $1,414,374Net Income 2024: -$1,160,6772024

Highlighted filing

2020

Revenue$624,032
Expenses$1,311,483
Net Income-$687,451
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven P WestlyChairman, Dir, Pres-$0--
Anita W YuSec, Dir, TreasPT$0--
Filing and Contact Details

Filer

Filer Name
Westly Foundation
EIN
94-3368338
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
anita yu
Title
secretary
Phone
8008391754
Signed
2021-11-13
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
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I LINE 6A (990-PF)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART I LINE 6A (990-PF)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $46,449 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $345 TOTAL PART I, LINE 6A: $46,794 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $1,755,728 BOOK BASIS: NET GAIN/(LOSS): $(76,974) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $124,043 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: BOOK BASIS: $3,254 NET GAIN/(LOSS): $(3,254) DISTRIBUTIONS IN EXCESS OF BASIS: $2,634
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19146758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2016097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21250000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt079798
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt046449
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0345
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01377
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Federal Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2INTEREST INCOME FROM BOND RECEIVABLE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt053054
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt114305
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt220000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-13571
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0214983
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-13226
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0201757
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0323648
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01047712
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01047712
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0422275
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt078158
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt079798
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-687451
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01755728
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0468
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01377
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01377
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0468
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt046794
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0406747
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0108223
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0108223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt043529
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt042233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt087199
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt072941
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt073788
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt015406
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt026446
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt041852
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt08368
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt08368
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0230
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01223739
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt069377
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01311483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0476124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0624032
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0176027
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069377
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0263771
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0402
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01555503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0200225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1124043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-3254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0200225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-3254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01755728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EPICOM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DISTRIBUTIONS IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0323648
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-687451
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07621083
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08308534
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07621083
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0423946
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0423946
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0423946
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0429600
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05654
IRS990PF/DistributableAmountGrp/TotalTaxAmt05654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03546
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03546
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09200
IRS990PF/FMVAssetsEOYAmt09208011
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt014089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0251283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0396129
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0402620
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03134938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02299684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03499823
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03081116
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03103148
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03448624
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08308534
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07621083
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01039142
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01146636
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01146636
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08308534
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07621083
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09208011
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08308534
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07621083
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08308534
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07621083
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0787966
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0675486
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0710308
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08722842
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01072148
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04271534
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0130843
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03379160
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0429600
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08591999
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08722842
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt030.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0108223
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JESSICA GARCIA-KOHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt02700 YGNACIO VALLEY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.0
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/PersonNm0Steven P Westly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anita W Yu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman, Dir, Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec, Dir, 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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01223739
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,621,083
Liabilities
$0
Net assets
$7,621,083
Revenue
$624,032
Expenses
$1,311,483
Net income
-$687,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.25$1.41$1.16
2023Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.10$1.19$1.09
2022Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.60$1.32$0.71
2021Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.55$1.12$0.57
2020Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.62$1.31$0.69
2019Summary only. Only limited summary data is available for this year.$8.31$0.00$1.10$1.19$0.09
2015Summary only. Only limited summary data is available for this year.$9.33$0.00$0.48$1.05$0.57
2014Summary only. Only limited summary data is available for this year.$9.90$0.00$1.88$1.06$0.81
2013Summary only. Only limited summary data is available for this year.$9.09$0.00$1.42$1.04$0.38
2012Summary only. Only limited summary data is available for this year.$8.71$0.00$0.68$1.08$0.40
2011Summary only. Only limited summary data is available for this year.$9.11$0.00$1.27$1.01$0.26
2010Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$0.93