Civic Intelligence

The Whitemarsh Foundation

990 • Fiscal year 2013 • EIN 02-0545031

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 19, 2014

Organization Profilewww.whitemarshfoundation.org

View Organization Page

PO Box 538Lafayette Hl, PA 19444

(610) 331-0991

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

54th percentile

$117,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$9,646,962

Up $615,728 (+6.8%) from 2012

Net Assets

Up

$9,627,931

Up $621,223 (+6.9%) from 2012

Liabilities

Down

$19,031

Down $5,495 (-22%) from 2012

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin87th percentile

Revenue

$478,570

No earlier filing loaded for comparison.

Expenses

Up

$290,340

Up $7,079 (+2.5%) from 2012

Net Income

$188,230

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2013

Assets$9,646,962
Liabilities$19,031
Net Assets$9,627,931
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue$478,570
Expenses$290,340
Net Income$188,230
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 19, 2014
Return Version
2013v3.1
Gross Receipts
$512,670
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$5,395,329$5,398,361▲ $3,032
Investments in Publicly Traded Securities$2,519,543$3,299,349▲ $779,806
Pledges and Grants Receivable$211,265$172,710▼ $38,555
Cash and Non-Interest-Bearing Accounts$58,584$20,100▼ $38,484
Accounts Receivable$10,045--
Savings and Temporary Cash Investments$113,003$9,792▼ $103,211
Prepaid Expenses and Deferred Charges$1,310$2,280▲ $970
Total Assets$9,031,234$9,646,962▲ $615,728
Other Assets Total$722,155$744,370▲ $22,215
Liabilities
Accounts Payable and Accrued Expenses$20,359$14,864▼ $5,495
Deferred Revenue$4,167$4,167→ $0
Total Liabilities$24,526$19,031▼ $5,495
Net Assets / Fund Balance
Unrestricted Net Assets$6,839,393$6,878,298▲ $38,905
Permanently Rstr Net Assets$1,969,162$2,439,219▲ $470,057
Temporarily Rstr Net Assets$198,153$310,414▲ $112,261
Total Net Assets Fund Balance$9,006,708$9,627,931▲ $621,223
Total Liabilities and Net Assets / Fund Balance$9,031,234$9,646,962▲ $615,728

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,038,685-$5,038,685
Buildings$359,676$41,902$401,578
Other Assets Org$744,370--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,243,900$157,945▲ $496,886-$2,898,731
2012$1,976,006$95,000▲ $216,326$43,432$2,243,900
2011$2,014,413$36,240▼ $74,647-$1,976,006
2010$1,154,411$729,781▲ $130,221-$2,014,413
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly G SheppardExecutive DirectorFT$106,000$11,000$117,000

Board Members and Trustees

NameTitle
Hugh G MoultonPresident Chairman
John BartlettBoard Member
Joseph MeoBoard Member
Paul MeyerBoard Member
Tina KrauseBoard Member
Harriet CampbellDirector
Robert WurtzDirector
Anthony MaginnisSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$292,815
Program Service Revenue
$0
Investment Income
$55,971
Other Revenue
$129,784
All Other Contributions
$292,815
Change in Net Assets
$188,230

Audited Revenue Reconciliation

Revenue per Audited Statements
$478,570
Revenue Not Reported on Form 990
$432,993
Total Revenue per Audited Statements
$911,563
Total Revenue per Form 990
$478,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$157,654
Salaries, Compensation, and Employee Benefits$132,686
Total Fundraising Expense$63,959
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$29,250$29,250$58,500$117,000
Fees for Services Other$28,341--$28,341
Payroll Taxes$2,729$2,729$5,459$10,917
Depreciation Depletion$10,355--$10,355
Fees for Services Accounting$6,250--$6,250
Advertising$5,439--$5,439
Other Employee Benefits$4,769--$4,769
Other Expenses$3,986--$3,986
Insurance-$3,154-$3,154
Total Functional Expenses$191,248$35,133$63,959$290,340

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$290,340
Total Expenses per Audited Statements$290,340
Total Expenses per Form 990$290,340
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$141,884
Fundraising Direct Expenses$34,100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$141,928$141,928$44$141,884
Total Events$141,928$141,928$34,144$107,784
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 G MoultonChairman and PresidentSee Part V for descriptionNo$81,428
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
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 Chairman and President 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 questionairre. These questionairres 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

EIN
02-0545031
Phone
6103310991

Signing Officer

Name
Hugh Moulton
Title
Chairman
Signed
2014-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hugh Moulton
Formed
2001
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
20

Preparer

Preparer
Michael Rosen
Phone
2158866060
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“Net unrealized gain on investments 433,193”

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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04769
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04769
IRS990/OtherExpensesGrp/Desc0Maintenance Fees Angus
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Management Fees
IRS990/OtherExpensesGrp/Desc3Real Estate Taxes
IRS990/OtherExpensesGrp/ProgramServicesAmt074500
IRS990/OtherExpensesGrp/ProgramServicesAmt113400
IRS990/OtherExpensesGrp/ProgramServicesAmt212229
IRS990/OtherExpensesGrp/ProgramServicesAmt33986
IRS990/OtherExpensesGrp/TotalAmt074500
IRS990/OtherExpensesGrp/TotalAmt113400
IRS990/OtherExpensesGrp/TotalAmt212229
IRS990/OtherExpensesGrp/TotalAmt33986
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05459
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02729
IRS990/PayrollTaxesGrp/ProgramServicesAmt02729
IRS990/PayrollTaxesGrp/TotalAmt010917
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01969162
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02439219
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0211265
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0172710
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01310
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02280
IRS990/PrincipalOfficerNm0Hugh Moulton
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0405011
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt048207
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0142954
IRS990/PYOtherRevenueAmt056079
IRS990/PYRevenuesLessExpensesAmt0226036
IRS990/PYSalariesCompEmpBnftPaidAmt0140307
IRS990/PYTotalExpensesAmt0283261
IRS990/PYTotalRevenueAmt0509297
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0188230
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt022000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113003
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0292815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0402336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0486749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0568789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014009378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015760067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt055971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt048207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt042885
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015991
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03880
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0166934
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0129784
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt056079
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt069803
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt054938
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt051550
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0362154
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96750
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.98550
IRS990ScheduleA/PublicSupportTotal170Amt015760067
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0292815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0402336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0486749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0568789
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014009378
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015760067
IRS990ScheduleA/TotalSupportAmt016289155
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0359676
IRS990ScheduleD/BuildingsGrp/DepreciationAmt041902
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0401578
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02243900
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0157945
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02898731
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0496886
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01976006
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt095000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02243900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0216326
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt043432
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02014413
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt036240
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01976006
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-74647
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01154411
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0729781
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02014413
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0130221
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0290340
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt02
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt05038685
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05038685
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0432993
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0744370
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Construction in Progress
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.89000
IRS990ScheduleD/RevenueNotReportedAmt0432993
IRS990ScheduleD/RevenueSubtotalAmt0478570
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.11000
IRS990ScheduleD/TotalAcreageCnt018.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05398361
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0744370
IRS990ScheduleD/TotalEasementsCnt02
IRS990ScheduleD/TotalExpensesPerForm990Amt0290340
IRS990ScheduleD/TotalRevenuePerForm990Amt0478570
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0911563
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0290340
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034144
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt034100
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt034100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0141928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0141928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0141928
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0141928
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Catered Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0107784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Hugh G Moulton
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Chairman and President
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt081428
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0See Part V for description
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0The chairman and president of the foundation also serves on the Board of Directors for the Hill of Whitemarsh. The revenue the Foundation receives from the Hill at Whitemarsh, via contractual agreement, for the year ended December 31, 2013 was 81,428.
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 Chairman and President 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 questionairre. These questionairres are submitted to designated board members, who then advise the President of any relationships that have been disclosed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation for the Executive Director as approved by the board is reflected in the minutes of the board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organizations governing documents, conflict of interest policy, and financial statements are not made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Net unrealized gain on investments 433,193
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,646,962
Liabilities
$19,031
Net assets
$9,627,931
Revenue
$478,570
Expenses
$290,340
Net income
$188,230
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