Civic Intelligence

The Whitemarsh Foundation

990 • Fiscal year 2018 • EIN 02-0545031

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 16, 2019

Organization Profilewww.whitemarshfoundation.org

View Organization Page

PO Box 538Lafayette Hill, PA 19444

(610) 828-5351

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.15x

Higher debt load relative to revenue than 40% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$105,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

41st percentile

-0.0%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

48%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$11,299,105

Down $5,148 (-0.0%) from 2017

Net Assets

Up

$11,209,723

Up $11,957 (+0.1%) from 2017

Liabilities

Down

$89,382

Down $17,105 (-16%) from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin84th percentile

Revenue

Up

$581,623

Up $189,615 (+48%) from 2017

Expenses

Down

$399,047

Down $15,411 (-3.7%) from 2017

Net Income

Up

$182,576

Up $205,026 (+913%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,381,311Liabilities 2010: $24,434Net Assets 2010: $8,356,8772010Assets 2011: $8,618,887Liabilities 2011: $18,530Net Assets 2011: $8,600,3572011Assets 2012: $9,031,234Liabilities 2012: $24,526Net Assets 2012: $9,006,7082012Assets 2013: $9,646,962Liabilities 2013: $19,031Net Assets 2013: $9,627,9312013Assets 2014: $9,938,079Liabilities 2014: $145,417Net Assets 2014: $9,792,6622014Assets 2015: $10,938,755Liabilities 2015: $131,959Net Assets 2015: $10,806,7962015Assets 2016: $10,955,252Liabilities 2016: $119,798Net Assets 2016: $10,835,4542016Assets 2017: $11,304,253Liabilities 2017: $106,487Net Assets 2017: $11,197,7662017Assets 2018: $11,299,105Liabilities 2018: $89,382Net Assets 2018: $11,209,7232018Assets 2019: $12,615,850Liabilities 2019: $77,634Net Assets 2019: $12,538,2162019Assets 2020: $13,259,358Liabilities 2020: $62,343Net Assets 2020: $13,197,0152020Assets 2021: $14,148,954Liabilities 2021: $57,423Net Assets 2021: $14,091,5312021Assets 2022: $13,440,089Liabilities 2022: $27,244Net Assets 2022: $13,412,8452022Assets 2023: $14,485,996Liabilities 2023: $14,412Net Assets 2023: $14,471,5842023Assets 2024: $15,510,766Liabilities 2024: $15,671Net Assets 2024: $15,495,0952024

Highlighted filing

2018

Assets$11,299,105
Liabilities$89,382
Net Assets$11,209,723
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $294,0412010Expenses 2011: $261,8692011Expenses 2012: $283,2612012Revenue 2013: $478,570Expenses 2013: $290,340Net Income 2013: $188,2302013Revenue 2014: $397,409Expenses 2014: $469,527Net Income 2014: -$72,1182014Revenue 2015: $1,519,941Expenses 2015: $357,819Net Income 2015: $1,162,1222015Revenue 2016: $304,232Expenses 2016: $380,356Net Income 2016: -$76,1242016Revenue 2017: $392,008Expenses 2017: $414,458Net Income 2017: -$22,4502017Revenue 2018: $581,623Expenses 2018: $399,047Net Income 2018: $182,5762018Revenue 2019: $1,072,649Expenses 2019: $446,187Net Income 2019: $626,4622019Revenue 2020: $550,826Expenses 2020: $506,877Net Income 2020: $43,9492020Revenue 2021: $668,779Expenses 2021: $465,005Net Income 2021: $203,7742021Revenue 2022: $763,155Expenses 2022: $462,386Net Income 2022: $300,7692022Revenue 2023: $875,274Expenses 2023: $607,899Net Income 2023: $267,3752023Revenue 2024: $860,511Expenses 2024: $678,672Net Income 2024: $181,8392024

Highlighted filing

2018

Revenue$581,623
Expenses$399,047
Net Income$182,576
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 16, 2019
Return Version
2018v3.1
Gross Receipts
$627,480
Mission and Program Overview

Mission

To retain and protect the natural, scenic, agricultural or open space values of real estate, to assure the availability of real property for agricultural or open space use, and in particular to preserve Erdenheim Farm located in Whitemarsh Township, Montgomery County, PA under the same meticulous stewardship of its late owner, F Eugene Dixon.

The mission is to retain and protect the natural, scenic, agricultural or open space values of real estate, to assure the availability of real property for agricultural or open space use, and in particular to preserve Erdenheim Farm located in Whitemarsh Township, Montgomery County, PA.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,218,991$7,189,590▼ $29,401
Investments in Publicly Traded Securities$3,874,824$3,850,853▼ $23,971
Cash and Non-Interest-Bearing Accounts$90,654$145,856▲ $55,202
Pledges and Grants Receivable$116,224$109,246▼ $6,978
Prepaid Expenses and Deferred Charges$3,560$3,560→ $0
Total Assets$11,304,253$11,299,105▼ $5,148
Liabilities
Other Liabilities$90,000$75,000▼ $15,000
Accounts Payable and Accrued Expenses$12,320$10,215▼ $2,105
Deferred Revenue$4,167$4,167→ $0
Total Liabilities$106,487$89,382▼ $17,105
Net Assets / Fund Balance
Unrestricted Net Assets$6,983,135$8,480,725▲ $1,497,590
Permanently Rstr Net Assets$2,681,525$2,728,998▲ $47,473
Temporarily Rstr Net Assets$1,533,106--
Total Net Assets Fund Balance$11,197,766$11,209,723▲ $11,957
Total Liabilities and Net Assets / Fund Balance$11,304,253$11,299,105▼ $5,148

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,754,210-$5,754,210
Buildings$1,435,380$199,783$1,635,163

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,589,506$116,426▼ $97,103$162,500$3,446,329
2017$3,085,409$244,922▲ $415,090$155,915$3,589,506
2016$3,083,238-▲ $154,091$151,920$3,085,409
2015$3,179,141$35,334▼ $81,423$49,814$3,083,238
2014$2,898,731$15,375▲ $290,783$25,748$3,179,141
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly G SheppardPresidentFT$105,000$105,000

Board Members and Trustees

NameTitle
Anthony J MaginnisChairman
Ann ReedBoard Member
Bruce FickenBoard Member
Harriet CampbellBoard Member
Paul W MeyerBoard Member
Robert M Wurtz JrBoard Member
Stephen GardnerBoard Member
Thomas O'RourkeBoard Member
Hugh G MoultonSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$307,550
Program Service Revenue
$0
Investment Income
$76,725
Other Revenue
$197,348
All Other Contributions
$307,550
Change in Net Assets
$182,576

Audited Revenue Reconciliation

Revenue per Audited Statements
$581,623
Revenue Not Reported on Form 990
$-170,619
Total Revenue per Audited Statements
$411,004
Total Revenue per Form 990
$581,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$261,962
Salaries, Compensation, and Employee Benefits$137,085
Total Fundraising Expense$68,543
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$111,170$1,470-$111,170
Current Officers, Directors, Trustees, and Key Employees$26,250$26,250$52,500$105,000
Depreciation Depletion$51,206--$51,206
Other Employee Benefits$5,953$5,953$11,907$23,813
Fees for Services Other$12,863$10,380-$23,243
Office Expenses$18,051--$18,051
Travel$17,480--$17,480
Fees for Services Accounting$9,682--$9,682
Insurance$9,535--$9,535
Payroll Taxes$2,068$2,068$4,136$8,272
All Other Expenses-$4,457-$4,457
Total Functional Expenses$279,926$50,578$68,543$399,047

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$399,047
Total Expenses per Audited Statements$399,047
Total Expenses per Form 990$399,047
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$214,005
Fundraising Direct Expenses$45,857
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catered Dinner$214,005$214,005-$214,005
Total Events$214,005$214,005$45,857$168,148
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Hugh Moulton Bruce FickenBoard membersSee Part V for descriptionNo$72,944
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$75,000
Due to Colonial School District-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The Foundation has an investment committee, which is authorized to oversee the investment of the two endowment funds. The committee meets twice a year and keeps minutes of all meetings. The members include two trustees and three non affiliated members.”

Form 990, Part VI, Section B, Line 11

“The Treasurer of the Foundation reviews the Form 990 before it is filed. There is no review by the entire board before the form is filed. Any changes or corrections to the draft are returned to the public accountants for final editing before the signature and filing.”

Form 990, Part VI, Section B, Line 12C

“Members of the Board of Directors complete an annual conflict of interest questionnaire. These questionnaires are submitted to designated board members, who then advise the President of any relationships that have been disclosed.”

Form 990, Part VI, Section B, Line 15

“Compensation for the Executive Director as approved by the board is reflected in the minutes of the board meetings.”

Form 990, Part VI, Section C, Line 18

“Available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents, conflict of interest policy, and financial statements are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
The Whitemarsh Foundation
EIN
02-0545031
Phone
6108285351
Address
PO Box 538, Lafayette Hill, PA 19444

Signing Officer

Name
Kimberly Sheppard
Title
President
Signed
2019-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Sheppard
Formed
2001
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
50

Preparer

Firm
Michael Rosen & Company
Address
261 Old York Road - Suite 511, Jenkintown, PA 19046
Preparer
Michael Rosen
Phone
2158866060
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“Net unrealized loss on investments for December 31, 2018 was 170,619.”

Raw XML AppendixShowing 400 of 499 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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IRS990/MissionDesc0To retain and protect the natural, scenic, agricultural or open space values of real estate, to assure the availability of real property for agricultural or open space use, and in particular to preserve Erdenheim Farm located in Whitemarsh Township, Montgomery County, PA under the same meticulous stewardship of its late owner, F Eugene Dixon.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt011197766
IRS990/NetAssetsOrFundBalancesEOYAmt011209723
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0168148
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt029200
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt029200
IRS990/NetUnrlzdGainsLossesInvstAmt0-170619
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt018051
IRS990/OfficeExpensesGrp/TotalAmt018051
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011907
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05953
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05953
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023813
IRS990/OtherExpensesGrp/Desc0Promotional
IRS990/OtherExpensesGrp/Desc1Utilities
IRS990/OtherExpensesGrp/Desc2Maintenance
IRS990/OtherExpensesGrp/Desc3Dixon Meadow Preserve Expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01470
IRS990/OtherExpensesGrp/ProgramServicesAmt07801
IRS990/OtherExpensesGrp/ProgramServicesAmt12584
IRS990/OtherExpensesGrp/ProgramServicesAmt25283
IRS990/OtherExpensesGrp/ProgramServicesAmt3111170
IRS990/OtherExpensesGrp/TotalAmt07801
IRS990/OtherExpensesGrp/TotalAmt12584
IRS990/OtherExpensesGrp/TotalAmt26753
IRS990/OtherExpensesGrp/TotalAmt3111170
IRS990/OtherLiabilitiesGrp/BOYAmt090000
IRS990/OtherLiabilitiesGrp/EOYAmt075000
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04136
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02068
IRS990/PayrollTaxesGrp/ProgramServicesAmt02068
IRS990/PayrollTaxesGrp/TotalAmt08272
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02681525
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02728998
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0116224
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0109246
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03560
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03560
IRS990/PrincipalOfficerNm0Kim Sheppard
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0187101
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt064496
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0278746
IRS990/PYOtherRevenueAmt0140411
IRS990/PYRevenuesLessExpensesAmt0-22450
IRS990/PYSalariesCompEmpBnftPaidAmt0135712
IRS990/PYTotalExpensesAmt0414458
IRS990/PYTotalRevenueAmt0392008
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0182576
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt029200
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0307550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0187101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0135288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01320807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0191939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02142685
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt065185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt065756
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0150107
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0197348
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0140411
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0100995
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0133949
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0139714
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0712417
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71300
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.71630
IRS990ScheduleA/PublicSupportTotal170Amt02142685
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0307550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0187101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0135288
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01320807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0191939
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02142685
IRS990ScheduleA/TotalSupportAmt03005209
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.05100
IRS990ScheduleD/BuildingsGrp/BookValueAmt01435380
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0199783
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01635163
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03589506
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0116426
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03446329
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-97103
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0162500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03085409
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0244922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03589506
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0415090
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0155915
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03083238
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03085409
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0154091
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0151920
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03179141
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt035334
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03083238
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-81423
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt049814
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02898731
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03179141
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0290783
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt025748
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0399047
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt02
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt05754210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05754210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-170619
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt075000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Colonial School District
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.21400
IRS990ScheduleD/RevenueNotReportedAmt0-170619
IRS990ScheduleD/RevenueSubtotalAmt0581623
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.73500
IRS990ScheduleD/TotalAcreageCnt018.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07189590
IRS990ScheduleD/TotalEasementsCnt02
IRS990ScheduleD/TotalExpensesPerForm990Amt0399047
IRS990ScheduleD/TotalLiabilityAmt075000
IRS990ScheduleD/TotalRevenuePerForm990Amt0581623
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0411004
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0399047
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045857
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Catered Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt045857
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt045857
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0214005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0214005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0214005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0214005
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0168148
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Hugh Moulton Bruce Ficken
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Board members
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt072944
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0See Part V for description
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Two members of the Foundation board also serve on the board of directors for the Hill at Whitemarsh. The revenue the Foundation receives from the Hill at Whitemarsh, via contractual agreement, for the year ended December 31, 2018 was 72,944.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV Line 1
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Foundation has an investment committee, which is authorized to oversee the investment of the two endowment funds. The committee meets twice a year and keeps minutes of all meetings. The members include two trustees and three non affiliated members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Treasurer of the Foundation reviews the Form 990 before it is filed. There is no review by the entire board before the form is filed. Any changes or corrections to the draft are returned to the public accountants for final editing before the signature and filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members of the Board of Directors complete an annual conflict of interest questionnaire. These questionnaires are submitted to designated board members, who then advise the President of any relationships that have been disclosed.

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,299,105
Liabilities
$89,382
Net assets
$11,209,723
Revenue
$581,623
Expenses
$399,047
Net income
$182,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$0.02$15.5$0.86$0.68$0.18
2023Detailed filing. Detailed filing data is available for this year.$14.5$0.01$14.5$0.88$0.61$0.27
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.4$0.03$13.4$0.76$0.46$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.06$14.1$0.67$0.47$0.20
2020Detailed filing. Detailed filing data is available for this year.$13.3$0.06$13.2$0.55$0.51$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.08$12.5$1.07$0.45$0.63
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.09$11.2$0.58$0.40$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.11$11.2$0.39$0.41$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.12$10.8$0.30$0.38$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.13$10.8$1.52$0.36$1.16
2014Detailed filing. Detailed filing data is available for this year.$9.94$0.15$9.79$0.40$0.47$0.07
2013Detailed filing. Detailed filing data is available for this year.$9.65$0.02$9.63$0.48$0.29$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.03$0.02$9.01$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.62$0.02$8.60$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$0.02$8.36$0.29