Civic Intelligence

Westly Foundation

990T • 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

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$4,085,283
Liabilities$0
Net Assets$4,085,283
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$253,697
Expenses$1,414,374
Net Income-$1,160,677
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v1.1
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
Raw XML Appendix78 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
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IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/NetCapitalGainAmt0345
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0345
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0345
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0345
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FROM SCHEDULE K-1 (FORM 1065)
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0345
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Foundation Source
IRS990T/BooksInCareOfDetail/PhoneNum08008391754
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Wilmington
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0198091377
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ExtsnRequestIncomeTaxPaidAmt01400
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt00
IRS990T/OverpaymentSection/OverpaymentAmt01400
IRS990T/OverpaymentSection/RefundAmt01400
IRS990TScheduleA/CapitalGainNetIncomeAmt0345
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-14448
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-14103
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-14103
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-14103
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-14103
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalPaymentsAmt01400
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-14103
IRS990T/TotalUBTIBeforeSection199AAmt0-14103
IRS990T/TotalUBTIComputedAmt0-14103
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANITA YU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/DisasterReliefTxt0NEW YORK-HURRICANE IDA
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westly Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0943368338
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/PreparerFirmEIN0510398347
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/ReturnTs02021-11-16T11:51:55-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANITA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YU
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
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Revenue
-
Expenses
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Net income
-
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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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