Civic Intelligence

Charles G Berwind Foundation Inc.

990PF • Fiscal year 2021 • EIN 20-3039970

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 28, 2022

Organization Profile
2929 Walnut Street Suite 900Philadelphia, PA 19104

(215) 563-2800

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

36th percentile

0.03x

Higher debt load relative to revenue than 36% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

84th percentile

54%

Higher net margin than 84% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

14%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$9,768,030

Up $1,322,568 (+16%) from 2020

Net Assets

Up

$9,732,659

Up $1,320,198 (+16%) from 2020

Liabilities

Up

$35,371

Up $2,370 (+7.2%) from 2020

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin84th percentile

Revenue

Up

$1,227,974

Up $151,318 (+14%) from 2020

Expenses

Up

$570,451

Up $62,850 (+12%) from 2020

Net Income

Up

$657,523

Up $88,468 (+16%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$10M$5.0M$0Assets 2011: $5,373,729Liabilities 2011: $02011Assets 2012: $5,511,519Liabilities 2012: $02012Assets 2013: $5,857,206Liabilities 2013: $02013Assets 2014: $5,998,468Liabilities 2014: $02014Assets 2015: $6,250,565Liabilities 2015: $02015Assets 2019: $7,739,148Liabilities 2019: $39,7602019Assets 2020: $8,445,462Liabilities 2020: $33,001Net Assets 2020: $8,412,4612020Assets 2021: $9,768,030Liabilities 2021: $35,371Net Assets 2021: $9,732,6592021Assets 2022: $7,966,673Liabilities 2022: $19,866Net Assets 2022: $7,946,8072022Assets 2023: $8,915,521Liabilities 2023: $18,5152023Assets 2025: $9,982,722Liabilities 2025: $27,193Net Assets 2025: $9,955,5292025

Highlighted filing

2021

Assets$9,768,030
Liabilities$35,371
Net Assets$9,732,659
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $359,141Expenses 2011: $374,167Net Income 2011: -$15,0262011Revenue 2012: $495,213Expenses 2012: $357,423Net Income 2012: $137,7902012Revenue 2013: $766,283Expenses 2013: $420,596Net Income 2013: $345,6872013Revenue 2014: $578,289Expenses 2014: $437,027Net Income 2014: $141,2622014Revenue 2015: $668,670Expenses 2015: $416,573Net Income 2015: $252,0972015Revenue 2019: $522,027Expenses 2019: $551,249Net Income 2019: -$29,2222019Revenue 2020: $1,076,656Expenses 2020: $507,601Net Income 2020: $569,0552020Revenue 2021: $1,227,974Expenses 2021: $570,451Net Income 2021: $657,5232021Revenue 2022: $960,907Expenses 2022: $534,362Net Income 2022: $426,5452022Revenue 2023: $1,169,022Expenses 2023: $545,132Net Income 2023: $623,8902023Revenue 2025: $473,006Expenses 2025: $607,413Net Income 2025: -$134,4072025

Highlighted filing

2021

Revenue$1,227,974
Expenses$570,451
Net Income$657,523
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 28, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C GRAHAM BERWINDPresident Until 12/31/20-$0--
JESSICA BERWINDVP & Trustee-$0--
TIM CALLAHANTrustee-$0--
Raymond J BaranPresident-$0--
Shawn SpainSecretary Until 11/5/20-$0--
Sarah CampbellTreasurer-$0--
Eileen P MooreSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Charles G Berwind Foundation Inc
EIN
20-3039970
In Care Of
% RAYMOND J BARAN
Phone
2155632800
Address
2929 Walnut Street Suite 900, PHILADELPHIA, PA 19104

Signing Officer

Name
Raymond Baran
Title
Treasurer
Phone
2155632800
Signed
2022-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE SUITE 4000, INDIANAPOLIS, IN 46204
Preparer
Jennifer Rhoderick
Phone
3176817000
Raw XML Appendix400 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0C GRAHAM BERWIND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JESSICA BERWIND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIM CALLAHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Raymond J Baran
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Shawn Spain
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Sarah Campbell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Eileen P Moore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT UNTIL 12/31/20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY UNTIL 11/5/20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TREASURER
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02929 WALNUT STREET SUITE 900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RAYMOND J BARAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum02155632800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE SCHOLARSHIPS TO ASSIST HIGH SCHOOL & COLLEGE STUDENT WHO ARE CHILDREN OF BERWIND EMPLOYEES AND ITS AFFILIATES TO ATTEND ACCREDITED INSTITUTIONS OF HIGHER LEARNING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0484889
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION AND INFORMATION TO BE SUBMITTED DEADLINE HIGH SCHOOL STUDENTS: SCHOLARSHIP APPLICATION NOVEMBER 30TH SAT OR ACT TAKEN DECEMBER 31ST BIOGRAPHICAL QUESTIONNAIRE DECEMBER 31ST SECONDAY SCHOOL REPORT DECEMBER 31ST PARENTS' CONFIDENTIAL STATEMENT REGARDING FINANCIAL RESOURCES (fafsa) FEBRUARY 28TH COLLEGE STUDENTS: SCHOLARSHIP APPLICATION NOVEMBER 30TH RESULTS FROM STANDARDIZED TESTS DECEMBER 31ST A STATEMENT OF EDUCATIONAL GOALS DECEMBER 31ST THREE LETTERS OF RECOMMENDATION DECEMBER 31ST TRANSCRIPT OF COLLEGE GRADES DECEMBER 31ST PARENTS' CONFIDENTIAL STATEMENT REGARDING FINANCIAL RESOURCES (fafsa) FEBRUARY 28TH The information above should be mailed or emailed to the following address by the date indicated above: Foundation Administrator c/o Berwind Corporation 2929 WALNUT STREET, SUITE 900 Philadelphia, PA 19104 [email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MS EILEEN MOORE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02155632800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02929 WALNUT STREET SUITE 990
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FOR ACCREDITED INSTITUTIONS OF HIGHER LEARNING IN THE U.S. ONLY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ABOVE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0433250
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 12 & 13
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt02929 Walnut Street Suite 900
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0429068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 12 & 13
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02929 Walnut Street Suite 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0433250
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0429068
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0465095
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0465095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt066311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt085801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt034950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt053448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0100663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0100663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0264941
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt066311
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt085801
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt034950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt053448
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0489526
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024431
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0365604
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0341173
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0The Berwind Company LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02929 Walnut Street Suite 900
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0philadelphia
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019104
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01904
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01904
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0142
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0142
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0662675
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON SECURITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt026160
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED FEDERAL EXCISE TAXES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt035371
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt061886
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt137729
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt220000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2SELECTION COMMITTEE ADV FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt138354
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt220000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt061886
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/Amt123671
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN WITHHOLDING TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND BARAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02155632800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles G Berwind Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0203039970
ReturnHeader/Filer/InCareOfNm0% RAYMOND J BARAN
ReturnHeader/Filer/PhoneNum02155632800
ReturnHeader/Filer/USAddress/AddressLine1Txt02929 Walnut Street Suite 900
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE SUITE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER RHODERICK
ReturnHeader/ReturnTs02022-02-08T16:39:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RAYMOND
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARAN
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,768,030
Liabilities
$35,371
Net assets
$9,732,659
Revenue
$1,227,974
Expenses
$570,451
Net income
$657,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.98$0.03$9.96$0.47$0.61$0.13
2023Summary only. Only limited summary data is available for this year.$8.92$0.02$1.17$0.55$0.62
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.02$7.95$0.96$0.53$0.43
2021Detailed filing. Detailed filing data is available for this year.$9.77$0.04$9.73$1.23$0.57$0.66
2020Detailed filing. Detailed filing data is available for this year.$8.45$0.03$8.41$1.08$0.51$0.57
2019Summary only. Only limited summary data is available for this year.$7.74$0.04$0.52$0.55$0.03
2015Summary only. Only limited summary data is available for this year.$6.25$0.00$0.67$0.42$0.25
2014Summary only. Only limited summary data is available for this year.$6.00$0.00$0.58$0.44$0.14
2013Summary only. Only limited summary data is available for this year.$5.86$0.00$0.77$0.42$0.35
2012Summary only. Only limited summary data is available for this year.$5.51$0.00$0.50$0.36$0.14
2011Summary only. Only limited summary data is available for this year.$5.37$0.00$0.36$0.37$0.02