Civic Intelligence

The Whitemarsh Foundation

990 • Fiscal year 2017 • EIN 02-0545031

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 13, 2018

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

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.27x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

21st percentile

-5.7%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

22nd percentile

$100,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 25.5% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

45th percentile

3.2%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

29%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$11,304,253

Up $349,001 (+3.2%) from 2016

Net Assets

Up

$11,197,766

Up $362,312 (+3.3%) from 2016

Liabilities

Down

$106,487

Down $13,311 (-11%) from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin21st percentile

Revenue

Up

$392,008

Up $87,776 (+29%) from 2016

Expenses

Up

$414,458

Up $34,102 (+9.0%) from 2016

Net Income

Up

-$22,450

Up $53,674 (+71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2017

Assets$11,304,253
Liabilities$106,487
Net Assets$11,197,766
Open 2017 Filing

Operations Trend

Revenue Growth81st 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

2017

Revenue$392,008
Expenses$414,458
Net Income-$22,450
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 13, 2018
Return Version
2017v2.3
Gross Receipts
$422,512
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$7,245,154$7,218,991▼ $26,163
Investments in Publicly Traded Securities$3,491,223$3,874,824▲ $383,601
Pledges and Grants Receivable$141,725$116,224▼ $25,501
Cash and Non-Interest-Bearing Accounts$73,590$90,654▲ $17,064
Prepaid Expenses and Deferred Charges$3,560$3,560→ $0
Total Assets$10,955,252$11,304,253▲ $349,001
Liabilities
Other Liabilities$105,000$90,000▼ $15,000
Accounts Payable and Accrued Expenses$10,631$12,320▲ $1,689
Deferred Revenue$4,167$4,167→ $0
Total Liabilities$119,798$106,487▼ $13,311
Net Assets / Fund Balance
Unrestricted Net Assets$6,948,413$6,983,135▲ $34,722
Permanently Rstr Net Assets$2,429,071$2,681,525▲ $252,454
Temporarily Rstr Net Assets$1,457,970$1,533,106▲ $75,136
Total Net Assets Fund Balance$10,835,454$11,197,766▲ $362,312
Total Liabilities and Net Assets / Fund Balance$10,955,252$11,304,253▲ $349,001

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,754,210-$5,754,210
Buildings$1,464,781$148,577$1,613,358

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2013$2,243,900$157,945▲ $496,886-$2,898,731
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly G SheppardPresidentFT$100,000$100,000

Board Members and Trustees

NameTitle
Anthony J MaginnisChairman
Ann ReedBoard Member
Bruce FickenBoard Member
Harriet CampbellBoard Member
Katherine C KrauseBoard Member
Paul W MeyerBoard Member
Robert M Wurtz JrBoard Member
Hugh G MoultonSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$187,101
Program Service Revenue
$0
Investment Income
$64,496
Other Revenue
$140,411
All Other Contributions
$187,101
Change in Net Assets
$-22,450

Audited Revenue Reconciliation

Revenue per Audited Statements
$392,008
Revenue Not Reported on Form 990
$384,762
Total Revenue per Audited Statements
$776,770
Total Revenue per Form 990
$392,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$278,746
Salaries, Compensation, and Employee Benefits$135,712
Total Fundraising Expense$59,363
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$25,000$25,000$50,000$100,000
Depreciation Depletion$49,667--$49,667
Other Expenses$49,289$9,095-$49,289
Other Employee Benefits$19,736$2,750$5,500$27,986
Fees for Services Other$23,507--$23,507
Office Expenses$20,695--$20,695
Travel$18,463--$18,463
Insurance$10,667--$10,667
Payroll Taxes$1,931$1,932$3,863$7,726
Advertising$7,087--$7,087
Fees for Services Accounting$6,550--$6,550
All Other Expenses$3,565$2,277-$5,842
Fees for Service Investment Mgmnt Fees$30--$30
Total Functional Expenses$314,041$41,054$59,363$414,458

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$414,458
Total Expenses per Audited Statements$414,458
Total Expenses per Form 990$414,458
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$142,615
Fundraising Direct Expenses$30,504
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catered Dinner$142,615$142,615-$142,615
Total Events$142,615$142,615$30,504$112,111
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 MoultonTreasurerSee Part V for descriptionNo$91,625
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$90,000
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
Business relationship with family members
Yes
Business relationship with organization members
Yes
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
2018-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Sheppard
Formed
2001
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
40

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 gain on investments for December 31, 2017 was 27,371.”

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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/NetIncmFromFundraisingEvtGrp/ExclusionAmt0112111
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0112111
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt028300
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt028300
IRS990/NetUnrlzdGainsLossesInvstAmt0384762
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt020695
IRS990/OfficeExpensesGrp/TotalAmt020695
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05500
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02750
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019736
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027986
IRS990/OtherExpensesGrp/Desc0Maintenance Fees Angus
IRS990/OtherExpensesGrp/Desc1Utilities
IRS990/OtherExpensesGrp/Desc2Maintenance
IRS990/OtherExpensesGrp/Desc3Dixon Meadow Preserve Expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09095
IRS990/OtherExpensesGrp/ProgramServicesAmt075000
IRS990/OtherExpensesGrp/ProgramServicesAmt12854
IRS990/OtherExpensesGrp/ProgramServicesAmt249289
IRS990/OtherExpensesGrp/TotalAmt075000
IRS990/OtherExpensesGrp/TotalAmt12854
IRS990/OtherExpensesGrp/TotalAmt29095
IRS990/OtherExpensesGrp/TotalAmt349289
IRS990/OtherLiabilitiesGrp/BOYAmt0105000
IRS990/OtherLiabilitiesGrp/EOYAmt090000
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03863
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01932
IRS990/PayrollTaxesGrp/ProgramServicesAmt01931
IRS990/PayrollTaxesGrp/TotalAmt07726
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02429071
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02681525
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0141725
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0116224
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03560
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03560
IRS990/PrincipalOfficerNm0Kim Sheppard
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0135288
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt067949
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0239012
IRS990/PYOtherRevenueAmt0100995
IRS990/PYRevenuesLessExpensesAmt0-76124
IRS990/PYSalariesCompEmpBnftPaidAmt0141344
IRS990/PYTotalExpensesAmt0380356
IRS990/PYTotalRevenueAmt0304232
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-22450
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt028300
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0187101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0135288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01320807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0191939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0292815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02127950
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt065185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt065756
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt055971
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0198049
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0140411
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0100995
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0133949
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0139714
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0129784
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0644853
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71630
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.74550
IRS990ScheduleA/PublicSupportTotal170Amt02127950
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0187101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0135288
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01320807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0191939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0292815
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02127950
IRS990ScheduleA/TotalSupportAmt02970852
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01464781
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0148577
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01613358
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03085409
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0244922
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03589506
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0415090
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0155915
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03083238
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03085409
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0154091
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0151920
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03179141
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt035334
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03083238
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-81423
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt049814
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02898731
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt015375
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03179141
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0290783
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt025748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02243900
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0157945
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02898731
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0496886
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0414458
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt02
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt05754210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05754210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0384762
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt090000
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/PrmnntEndowmentBalanceEOYPct00.75000
IRS990ScheduleD/RevenueNotReportedAmt0384762
IRS990ScheduleD/RevenueSubtotalAmt0392008
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.25000
IRS990ScheduleD/TotalAcreageCnt018.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07218991
IRS990ScheduleD/TotalEasementsCnt02
IRS990ScheduleD/TotalExpensesPerForm990Amt0414458
IRS990ScheduleD/TotalLiabilityAmt090000
IRS990ScheduleD/TotalRevenuePerForm990Amt0392008
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0776770
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0414458
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030504
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Catered Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt030504
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt030504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0142615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0142615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0142615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0142615
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0112111
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Hugh Moulton
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Treasurer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt091625
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0See Part V for description
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0The treasurer of the Foundation also serves 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, 2017 was 91,625.
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.
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 for December 31, 2017 was 27,371.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,304,253
Liabilities
$106,487
Net assets
$11,197,766
Revenue
$392,008
Expenses
$414,458
Net income
-$22,450
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
2017Detailed filing. Detailed filing data is available for this year.$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