Civic Intelligence

The Whitemarsh Foundation

990 • Fiscal year 2021 • EIN 02-0545031

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 16, 2022

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

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

28th percentile

0.09x

Higher debt load relative to revenue than 28% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

75th percentile

30%

Higher net margin than 75% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

30th percentile

$120,623

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

41st percentile

6.7%

Faster asset growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

21%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$14,148,954

Up $889,596 (+6.7%) from 2020

Net Assets

Up

$14,091,531

Up $894,516 (+6.8%) from 2020

Liabilities

Down

$57,423

Down $4,920 (-7.9%) from 2020

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin75th percentile

Revenue

Up

$668,779

Up $117,953 (+21%) from 2020

Expenses

Down

$465,005

Down $41,872 (-8.3%) from 2020

Net Income

Up

$203,774

Up $159,825 (+364%) from 2020

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

2021

Assets$14,148,954
Liabilities$57,423
Net Assets$14,091,531
Open 2021 Filing

Operations Trend

Revenue Growth62nd 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

2021

Revenue$668,779
Expenses$465,005
Net Income$203,774
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 16, 2022
Return Version
2021v4.2
Gross Receipts
$682,791
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$7,152,423$7,188,189▲ $35,766
Investments in Publicly Traded Securities$5,818,001$6,612,714▲ $794,713
Cash and Non-Interest-Bearing Accounts$180,180$223,040▲ $42,860
Pledges and Grants Receivable$108,754$98,417▼ $10,337
Prepaid Expenses and Deferred Charges-$26,594-
Total Assets$13,259,358$14,148,954▲ $889,596
Liabilities
Other Liabilities$45,000$30,000▼ $15,000
Accounts Payable and Accrued Expenses$13,176$23,256▲ $10,080
Deferred Revenue$4,167$4,167→ $0
Total Liabilities$62,343$57,423▼ $4,920
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,582,017$10,260,617▲ $678,600
Net Assets With Donor Restrictions$3,614,998$3,830,914▲ $215,916
Total Net Assets Fund Balance$13,197,015$14,091,531▲ $894,516
Total Liabilities and Net Assets / Fund Balance$13,259,358$14,148,954▲ $889,596

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,754,210-$5,754,210
Buildings$1,433,979$366,967$1,800,946

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$3,893,950-▲ $401,103$279,572$4,015,481
2020$3,343,391$114,929▲ $484,430$48,800$3,893,950
2019$3,446,329$550,130▲ $691,932$1,345,000$3,343,391
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
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly G SheppardPresidentFT$120,623$120,623

Board Members and Trustees

NameTitle
Bruce FickenChairman
Anthony MaginnisVice Chair
Paul MeyerVice Chair
Ann ReedBoard Member
Harriet CampbellBoard Member
Robert WurtzBoard Member
Stephen GardnerBoard Member
Thomas O'RourkeBoard Member
Hugh G MoultonSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$404,872
Program Service Revenue
$0
Investment Income
$80,469
Other Revenue
$183,438
All Other Contributions
$404,872
Change in Net Assets
$203,774

Audited Revenue Reconciliation

Revenue per Audited Statements
$668,779
Revenue Not Reported on Form 990
$690,742
Total Revenue per Audited Statements
$1,359,521
Total Revenue per Form 990
$668,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,605
Salaries, Compensation, and Employee Benefits$163,400
Total Fundraising Expense$81,701
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$137,896$299-$137,896
Current Officers, Directors, Trustees, and Key Employees$30,155$30,156$60,312$120,623
Depreciation Depletion$57,481--$57,481
Other Employee Benefits$8,219$8,220$16,440$32,879
Office Expenses$23,936--$23,936
Insurance$20,425--$20,425
Payroll Taxes$2,474$2,475$4,949$9,898
Advertising$7,412--$7,412
Fees for Services Accounting$6,900--$6,900
All Other Expenses$4,719--$4,719
Fees for Services Other$4,135$120-$4,255
Total Functional Expenses$337,100$46,204$81,701$465,005

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$465,005
Total Expenses per Audited Statements$465,005
Total Expenses per Form 990$465,005
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$168,850
Fundraising Direct Expenses$14,012
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catered Dinner$168,850$168,850-$168,850
Total Events$168,850$168,850$14,012$154,838
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 VNo$164,970
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$30,000
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 35% controlled entity
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
Kim Sheppard
Title
Officer
Phone
6108285351
Signed
2022-06-16
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
35

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 gains on investments for December 31, 2021 was 690,742.”

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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/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/NetAssetsOrFundBalancesBOYAmt013197015
IRS990/NetAssetsOrFundBalancesEOYAmt014091531
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0154838
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt028600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt028600
IRS990/NetUnrlzdGainsLossesInvstAmt0690742
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09582017
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010260617
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt023936
IRS990/OfficeExpensesGrp/TotalAmt023936
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016440
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08220
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08219
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032879
IRS990/OtherExpensesGrp/Desc0Automobile
IRS990/OtherExpensesGrp/Desc1Utilities and Real Estate Taxes
IRS990/OtherExpensesGrp/Desc2Maintenance
IRS990/OtherExpensesGrp/Desc3Dixon Meadow Preserve Expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04934
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1299
IRS990/OtherExpensesGrp/ProgramServicesAmt012218
IRS990/OtherExpensesGrp/ProgramServicesAmt12705
IRS990/OtherExpensesGrp/ProgramServicesAmt218425
IRS990/OtherExpensesGrp/ProgramServicesAmt3137896
IRS990/OtherExpensesGrp/TotalAmt012218
IRS990/OtherExpensesGrp/TotalAmt17639
IRS990/OtherExpensesGrp/TotalAmt218724
IRS990/OtherExpensesGrp/TotalAmt3137896
IRS990/OtherLiabilitiesGrp/BOYAmt045000
IRS990/OtherLiabilitiesGrp/EOYAmt030000
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04949
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02475
IRS990/PayrollTaxesGrp/ProgramServicesAmt02474
IRS990/PayrollTaxesGrp/TotalAmt09898
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0108754
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt098417
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026594
IRS990/PrincipalOfficerNm0Kim Sheppard
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0269883
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt092257
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0337718
IRS990/PYOtherRevenueAmt0188686
IRS990/PYRevenuesLessExpensesAmt043949
IRS990/PYSalariesCompEmpBnftPaidAmt0169159
IRS990/PYTotalExpensesAmt0506877
IRS990/PYTotalRevenueAmt0550826
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0203774
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt028600
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0404872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0269883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0736609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0307550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0187101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01906015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031776
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt033993
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022689
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06797
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0103284
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0183438
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0188686
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0234228
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0197348
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0140411
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0944111
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64540
IRS990ScheduleA/PublicSupportPY170Pct00.63580
IRS990ScheduleA/PublicSupportTotal170Amt01906015
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0404872
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0269883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0736609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0307550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0187101
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01906015
IRS990ScheduleA/TotalSupportAmt02953410
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/BoardDesignatedBalanceEOYPct00.05000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01433979
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0366967
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01800946
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03893950
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04015481
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0401103
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0279572
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03343391
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0114929
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03893950
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0484430
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt048800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03446329
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0550130
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03343391
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0691932
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01345000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03589506
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0116426
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03446329
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-97103
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0162500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03085409
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0244922
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03589506
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0415090
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0155915
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0465005
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt02
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt05754210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05754210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0690742
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030000
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/PrmnntEndowmentBalanceEOYPct00.31000
IRS990ScheduleD/RevenueNotReportedAmt0690742
IRS990ScheduleD/RevenueSubtotalAmt0668779
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.64000
IRS990ScheduleD/TotalAcreageCnt018.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07188189
IRS990ScheduleD/TotalEasementsCnt02
IRS990ScheduleD/TotalExpensesPerForm990Amt0465005
IRS990ScheduleD/TotalLiabilityAmt030000
IRS990ScheduleD/TotalRevenuePerForm990Amt0668779
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01359521
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0465005
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014012
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Catered Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014012
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0168850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0168850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0168850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0168850

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,148,954
Liabilities
$57,423
Net assets
$14,091,531
Revenue
$668,779
Expenses
$465,005
Net income
$203,774
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
2021Detailed filing. Detailed filing data is available for this year.$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