Civic Intelligence

Westly Foundation

990PF • Fiscal year 2023 • EIN 94-3368338

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

1st percentile

-1094%

Higher net margin than 1% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

5th percentile

-17%

Faster asset growth than 5% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-83%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,245,960

Down $1,091,663 (-17%) from 2022

Net Assets

Down

$5,245,960

Down $1,091,663 (-17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin1st percentile

Revenue

Down

$99,805

Down $504,296 (-83%) from 2022

Expenses

Down

$1,191,468

Down $124,573 (-9.5%) from 2022

Net Income

Down

-$1,091,663

Down $379,723 (-53%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2023

Assets$5,245,960
Liabilities$0
Net Assets$5,245,960
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$99,805
Expenses$1,191,468
Net Income-$1,091,663
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay32nd 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
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1Form 990-PF, Part XII, Line 7
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART I LINE 6A (990-PF)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1Qualifying Distribution Made Out of Corpus
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): $(57,305) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(13) TOTAL PART I, LINE 6A: $(57,318) DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $1,054,824 BOOK BASIS: $1,088,365 NET GAIN/(LOSS): $(33,541) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(20,946) SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $20,320 BOOK BASIS: $23,138 NET GAIN/(LOSS): $(2,818)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1Form 990-PF, Part XII, Line 7 - Election to Treat Unused Prior Year Corpus Distributions as Current Year Corpus Distributions Pursuant to Treasury Regulations 53.4942(a)-3(c)(2)(iv), Westly Foundation hereby elects to treat, as a current distribution out of corpus, the following unused prior years' distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year: Tax Year: 12/31/2018 Amount: $40,000 TOTAL Amount: $40,000 By: ANITA YU Title: SECRETARY
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-21382
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt059805
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0927500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0927500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt095493
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt095493
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1091663
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01075144
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01438
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01762
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01762
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01438
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-57318
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt084484
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0128618
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0128618
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt038038
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt041402
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt079812
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt040950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt019868
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt024466
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010587
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035053
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt010578
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt010578
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0294
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01129275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt053721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01191468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0138205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt099805
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0201775
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt053721
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0263968
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01088365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-33541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-20946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-33541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01054824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt120320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CIM ENTERPRISE LOAN FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-57305
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1091663
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05245960
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06337623
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05245960
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0340228
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0340228
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0340228
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0341402
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01174
IRS990PF/DistributableAmountGrp/TotalTaxAmt01174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt06049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08423
IRS990PF/FMVAssetsEOYAmt06885572
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt07505
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt050613
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt07505
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt07505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0824682
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0580960
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0576769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03065322
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02777547
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03923948
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01946216
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01737169
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02234571
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06337623
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05245960
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0154160
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0142779
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0142779
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06337623
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05245960
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06885572
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06337623
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05245960
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06337623
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05245960
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0296630
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06932010
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0140746
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04542618
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0103980
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02248646
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0341402
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06828030
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06932010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt035.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0128618
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt0690
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/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01129275
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01129275
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/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt055 WALLS DRIVE FL 3

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,245,960
Liabilities
$0
Net assets
$5,245,960
Revenue
$99,805
Expenses
$1,191,468
Net income
-$1,091,663
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