Civic Intelligence

Catherine D Sharpe Charitable Trust

990 • Fiscal year 2020 • EIN 23-2057737

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

3 Radnor Corporate Center No 450Radnor, PA 19087

(215) 981-4438

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

3rd percentile

-122%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$180,868

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

13th percentile

-3.8%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Down

$30,983,903

Down $1,211,022 (-3.8%) from 2019

Net Assets

Down

$30,983,903

Down $1,211,022 (-3.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$991,409

Down $1,904,609 (-66%) from 2019

Expenses

Up

$2,202,913

Up $674,004 (+44%) from 2019

Net Income

Down

-$1,211,504

Down $2,578,613 (-189%) from 2019

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $24,878,316Liabilities 2011: $0Net Assets 2011: $24,878,3162011Assets 2012: $28,270,373Liabilities 2012: $0Net Assets 2012: $28,270,3732012Assets 2013: $29,082,208Liabilities 2013: $0Net Assets 2013: $29,082,2082013Assets 2014: $30,395,223Liabilities 2014: $0Net Assets 2014: $30,395,2232014Assets 2015: $30,124,668Liabilities 2015: $0Net Assets 2015: $30,124,6682015Assets 2016: $30,238,135Liabilities 2016: $0Net Assets 2016: $30,238,1352016Assets 2017: $30,516,670Liabilities 2017: $0Net Assets 2017: $30,516,6702017Assets 2018: $30,827,178Liabilities 2018: $0Net Assets 2018: $30,827,1782018Assets 2019: $32,194,925Liabilities 2019: $0Net Assets 2019: $32,194,9252019Assets 2020: $30,983,903Liabilities 2020: $0Net Assets 2020: $30,983,9032020Assets 2021: $31,363,435Liabilities 2021: $0Net Assets 2021: $31,363,4352021Assets 2022: $30,758,111Liabilities 2022: $0Net Assets 2022: $30,758,1112022Assets 2023: $32,974,322Liabilities 2023: $0Net Assets 2023: $32,974,3222023Assets 2024: $32,040,351Liabilities 2024: $0Net Assets 2024: $32,040,3512024

Highlighted filing

2020

Assets$30,983,903
Liabilities$0
Net Assets$30,983,903

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $834,0912011Revenue 2012: $4,345,251Expenses 2012: $953,194Net Income 2012: $3,392,0572012Revenue 2013: $1,932,580Expenses 2013: $773,052Net Income 2013: $1,159,5282013Revenue 2014: $2,793,974Expenses 2014: $1,480,959Net Income 2014: $1,313,0152014Revenue 2015: $1,528,393Expenses 2015: $1,798,948Net Income 2015: -$270,5552015Revenue 2016: $1,840,603Expenses 2016: $1,727,136Net Income 2016: $113,4672016Revenue 2017: $2,468,408Expenses 2017: $1,691,766Net Income 2017: $776,6422017Revenue 2018: $3,166,397Expenses 2018: $2,899,872Net Income 2018: $266,5252018Revenue 2019: $2,896,018Expenses 2019: $1,528,909Net Income 2019: $1,367,1092019Revenue 2020: $991,409Expenses 2020: $2,202,913Net Income 2020: -$1,211,5042020Revenue 2021: $2,321,401Expenses 2021: $1,476,246Net Income 2021: $845,1552021Revenue 2022: $1,043,475Expenses 2022: $1,648,799Net Income 2022: -$605,3242022Revenue 2023: $2,317,613Expenses 2023: $1,730,705Net Income 2023: $586,9082023Revenue 2024: $1,666,448Expenses 2024: $1,721,627Net Income 2024: -$55,1792024

Highlighted filing

2020

Revenue$991,409
Expenses$2,202,913
Net Income-$1,211,504
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$6,128,483
Mission and Program Overview

Mission

Supporting organization of designated 501(c)(3) organizations

Supporting organization of designated 501 (c) (3) organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,439,871$26,138,061▲ $698,190
Cap Stk Tr Prin Current Funds$23,169,312$23,169,312→ $0
Rtn Earn Endowment Incm Other Fnds$9,025,613$7,814,591▼ $1,211,022
Investments Other Securities$4,650,068$3,173,802▼ $1,476,266
Savings and Temporary Cash Investments$2,104,986$1,672,040▼ $432,946
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$32,194,925$30,983,903▼ $1,211,022
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,194,925$30,983,903▼ $1,211,022
Total Liabilities and Net Assets / Fund Balance$32,194,925$30,983,903▼ $1,211,022

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,700,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$32,194,925-▲ $796,941-$30,788,953
2019$30,517,145-▲ $3,206,689-$32,194,925
2018$30,516,670-▲ $3,062,840-$30,517,145
2017$30,238,135-▲ $1,970,301-$30,516,670
2016$30,124,668-▲ $1,840,603-$30,238,135
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Institutional Trustee$180,868$180,868
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$991,409
Other Revenue
$0
Change in Net Assets
$-1,211,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,268,270
Other Expenses$934,643
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,268,270--$1,268,270
Fees for Service Investment Mgmnt Fees-$180,868-$180,868
Other Expenses-$18,257-$18,257
Fees for Services Other-$7,944-$7,944
Total Functional Expenses$1,268,270$934,643$0$2,202,913
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pennsylvania Hospital-department of NeurosuPhiladelphia, PA501(c)(3)For Primary Support for Research$253,653
Princeton UniversityPrinceton, NJ501(c)(3)For Scholarship Aid$190,240
Wharton School of the University of PennsylvaniaPhiladelphia, PA501(c)(3)For Scholarship Aid$190,240
Pennsylvania HospitalPhiladelphia, PA501(c)(3)Department of Mental and Nervous Diseases$126,827
The Academy of Natural SciencesPhiladelphia, PA501(c)(3)For the Maintenance$126,827
The Franklin InstitutePhiladelphia, PA501(c)(3)Suggested for Use by Museum Education$126,827
Bryn Mawr Hospital C0 Mlh Finance Office 950Bryn Mawr, PA501(c)(3)Suggested for Use,1/2 Equipment & Maintenance$63,414
Diversified Community ServicesPhiladelphia, PA501(c)(3)For General Support of the Dixon House$63,414
The Salvation ArmyWest Nyack, NY501(c)(3)For the General Support of the Pa Division$63,414
The Seeing Eye IncMorristown, NJ501(c)(3)For General Support$63,414
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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 8A

The trustee carries out the terms of the trust by making distributions to designated beneficiaries or successors (pursuant to the exercise of limited discretion as set forth in the trust document), in the percentages specified in the trust, and by maintaining a record of trust distributions trustees are in frequent and continual contact with the grantees concerning the trust's investment results and investment policies with respect to certain grantees to whom grants are designated for specific purposes the trustee to receive and review information concerning the grantees' use of the granted funds to verify that the uses are consistent with the purposes established in the governing instrument and in that regard from time to time have exercised their discretion to vary grantees and otherwise work with the grantees to ensure appropriate use of the funds.

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

There is no delegation to any separate committee to act on their behalf.

Form 990, Part VI, Section B, Line 11B

The governing body of the organization (the trust) consists of the institutional trustee that receives and reviews form 990 before it is filed form 990 is prepared and separately reviewed by the trust's legal counsel.

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

The trustee's actions are governed by pennsylvania law, which prohibits any activity or transaction that would constitute a conflict of interest in violation of the mandated duties of the fiduciary consequently, pennsylvania law serves as the trust's written conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The governing document is the trust under the will of catherine d sharpe. The said document has been provided to all the beneficiaries who are all charities. The trust is public record and available to anyone through the register of wills office of montgomery county, norristown, pa. The financial statements are sent to the beneficiaries. They are not specifically available to the public although the form 990 is, if requested. The trustee's actions are governed by pennsylvania law, which prohibits any activity or transaction that would constitute a conflict of interest in violation of the mandated duties of the fiduciary consequently, pennsylvania law serves as the trust's written conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
Catherine D Sharpe Charitable Trust
EIN
23-2057737
Phone
2159814438
Address
3 RADNOR CORPORATE CENTER NO 450, RADNOR, PA 19087

Signing Officer

Name
Haverford Trust Company
Title
Trustee
Phone
2159814438
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Haverford Trust Company
Formed
1978
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Kpmg Llp
Address
1601 MARKET STREET, PHILADELPHIA, PA 19103-2499
Preparer
Phillip Groff
Phone
2672567000
Raw XML AppendixShowing 400 of 582 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORTING ORGANIZATION OF DESIGNATED 501 (C) (3) ORGANIZATIONS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HAVERFORD TRUST
IRS990/BooksInCareOfDetail/PhoneNum06109958766
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0COMPANY 3 RADNOR CORPORATE CENTE
IRS990/BooksInCareOfDetail/USAddress/CityNm0RADNOR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019087
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt023169312
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt023169312
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01268270
IRS990/CYInvestmentIncomeAmt0991409
IRS990/CYOtherExpensesAmt0934643
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1211504
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02202913
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0991409
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PENNSYLVANIA HOSPITAL, DEPARTMENT OF NEUROSURGERY - PROVIDES PRIMARY SUPPORT FOR RESEARCH FOR THE SHARPE SPINE BIOMECHANICS LABORATORY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0253653
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07944
IRS990/FeesForServicesOtherGrp/TotalAmt07944
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0180868
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0180868
IRS990/ForeignActivitiesInd00
IRS990/ForeignCountryCd0CJ
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0HAVERFORD TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0180868
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0252886
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0253653
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01268270
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01268270
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05389960
IRS990/GrossReceiptsAmt06128483
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0738523
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0738523
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04650068
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03173802
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025439871
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026138061
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05137074
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0SUPPORTING ORGANIZATION OF DESIGNATED 501(C)(3) ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt032194925
IRS990/NetAssetsOrFundBalancesEOYAmt030983903
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0252886
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0252886
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SETTLEMENT FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES WITHHELD
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0727574
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118257
IRS990/OtherExpensesGrp/TotalAmt0727574
IRS990/OtherExpensesGrp/TotalAmt118257
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HAVERFORD TRUST COMPANY
IRS990/PriorPeriodAdjustmentsAmt0482
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA - FOR SCHOLARSHIP AID TO CANDIDATES FROM SOUTHEASTERN PENNSYLVANIA UNDER THE SHARPE SCHOLARSHIP PROGRAM FOR SHARPE SCHOLARS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0190240
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0190240
IRS990/ProgSrvcAccomActy3Grp/Desc0PRINCETON UNIVERSITY - FOR SCHOLARSHIP AID TO CANDIDATES FROM SOUTHEASTERN PENNSYLVANIA
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0190240
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0190240
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ACADEMY OF NATURAL SCIENCES - FOR THE MAINTENANCE AND EXPANSION OFITS REFERENCE LIBRARY AND FOR THE EXTENSION OF ITS TEACHING PROGRAM ANDRESEARCH FACILITIES.EXPENSES: $126,827. INCLUDING GRANTS OF: $126,827. REVNUE: $0THE FRANKLIN INSTITUTE WITH THE SUGGESTION THAT FOR USE BY MUSEUMEDUCATION DEPT IN FURTHERANCE OF GROUP VISITATIONS AND INSTRUCTION FORSCHOOL AGE CHILDREN TO ENCOURAGE INTEREST IN ENGINEERING AND SCIENCE.EXPENSES: $126,827. INCLUDING GRANTS OF: $126,827. REVNUE: $0PENNSYLVANIA HOSPITAL FOR THE DEPARTMENT OF MENTAL AND NERVOUS DISEASES- THE TRUST SUGGESTS THAT, TO THE EXTENT THE NEED EXISTS FROM YEAR TOYEAR TO PROVIDE PART OR ALL OF THE COST OF CARE FOR PATIENTS WHOOTHERWISE WOULD BE UNABLE TO AFFORD SUCH CARE, THE FUNDS BE USED FORSUCH SPECIALIZED CARE ANY INCOME NOT SO EXPENDED MAY BE APPLIED TO THEGENERAL NEEDS OF THE DEPARTMENT.EXPENSES: $126,827. INCLUDING GRANTS OF: $126,827. REVNUE: $0THE SALVATION ARMY FOR THE PENNSYLVANIA DIVISION.EXPENSES: $63,414. INCLUDING GRANTS OF: $63,414. REVNUE: $0THE SEEING EYE FOR GENERAL SUPPORT.EXPENSES: $63,414. INCLUDING GRANTS OF: $63,414. REVNUE: $0BRYN MAWR HOSPITAL - WITH THE SUGGESTION THAT THE INCOME BE EXPENDED,ONE-HALF FOR THE PURCHASE OF X-RAY AND RELATED EQUIPMENT AND ONE-HALFFOR MAINTENANCE OF THE PORTION OF THE HOSPITAL BUILDINGS, HOUSING THELABORATORY, X-RAY AND OUT-PATIENT DEPARTMENTS, AND WITH THE FURTHERSUGGESTION THAT ANY PORTION OF THE GRANT WHICH CANNOT BE USEDPROFITABLY USED FOR SUCH PURPOSES MAY BE EXPENDED FOR THE GENERALOPERATING EXPENSES OF THE HOSPITAL.EXPENSES: $63,414. INCLUDING GRANTS OF: $63,414. REVNUE: $0DIVERSIFIED COMMUNITY SERVICES FOR THE USE OF DIXON HOUSE BRANCH.EXPENSES: $63,414. INCLUDING GRANTS OF: $63,414. REVNUE: $0
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0634137
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0634137
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01268270
IRS990/PYInvestmentIncomeAmt02896018
IRS990/PYOtherExpensesAmt0260639
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01367109
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01528909
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02896018
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1211504
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09025613
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07814591
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02104986
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01672040
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0991409
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0799443
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0252886
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0738523
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0799443
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0991409
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0799443
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0799443
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt01261683
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt01261683
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0679527
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01261683
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt01261683
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt01261683
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt01268270
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt06587
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt06587
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt06587
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0572508
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01261683
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt045.380000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01268270
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt01268270
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALL OF THE TRUST'S SUPPORTED ORGANIZATIONS ARE LISTED IN THE GOVERNING DOCUMENT (THE WILL AND CODICILS OF CATHARINE D SHARPE) WITH THE EXCEPTION OF 1) PENNSYLVANIA HOSPITAL, NEUOSURGICAL INSTITUTE ["INSTITUTE"] AND 2) DIVERSIFIED COMMUNITY SERVICES, DIXON HOUSE BRANCH ["DCS"] PURSUANT TO THE POWERS GIVEN THEM UNDER PARAGRAPH THIRD XI OF THE GOVERNING DOCUMENTS THE TRUSTEES PAY THE INTEREST UNDER PARAGRAPH THIRD IV OF THE GOVERNING DOCUMENT TO DCS TO CARRY OUT THE TERMS OF THE INTEREST UNDER SAID PARAGRAPH THE TRUST HAS AN HISTORIC AND CONTINUING RELATIONSHIP WITH THE INSTITUTE AND DCS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION ["THE TRUST"] IS A TRUST CREATED UNDER A WILL UNDER THE TRUST AGREEMENT, THE TRUST SUPPORTS SEVERAL PUBLIC CHARITIES A REPRESENTATIVE OF THE TRUST AND OFFICIALS OF CERTAIN OF THE SUPPORTED ORGANIZATION BENEFICIARIES HAVE QUARTERLY TELEPHONE CONFERENCES DURING WHICH THEY DISCUSS THE SUPPORTED ORGANIZATION BENEFICIARY'S PROJECTED NEED FOR FUNDS, HOW THE SUPPORTED ORGANIZATION BENEFICIARY IS USING THE FUNDS THAT IT RECEIVES FROM THE TRUST, AND HOW THE SUPPORTED ORGANIZATION BENEFICIARY EXPECTS TO USE FUTURE FUNDS RECEIVED FROM THE TRUST DURING THESE CALLS THE TRUST EXPLAINS ITS INVESTMENT STRATEGY, INCLUDING THE ASSETS THAT IT HOLDS AND ITS INVESTMENT PLANS FOR THE NEAR AND LONGER TERM THE SUPPORTED ORGANIZATION BENEFICIARIES ARE GIVEN AN OPPORTUNITY TO ASK QUESTIONS ABOUT THE INVESTMENTS AND THE INVESTMENT STRATEGY, THE PROJECTED INCOME OF THE TRUST, AND ITS EXPECTATIONS CONCERNING THE GROWTH OF THE PORTFOLIO ANNUALLY, THERE IS ONE FACE TO FACE MEETING WITH THE SUPPORTED ORGANIZATION BENEFICIARY WHICH RECEIVES THE LARGEST PERCENTAGE OF THE TRUST'S DISTRIBUTIONS, WHICH MEETING IS HELD ON SITE AT THE OFFICE OF THE SUPPORTED ORGANIZATION BENEFICIARY THE TRUST REGULARLY SENDS INFORMATION TO THE SUPPORTED ORGANIZATION BENEFICIARIES, INCLUDING THE FOLLOWING QUARTERLY STATEMENT OF CURRENT DISTRIBUTIONS, QUARTERLY INVESTMENT REPORT, AN ANNUAL STATEMENT OF THE AMOUNT OF SUPPORT PROVIDED DURING THE YEAR, AND FORM 990 FROM TIME TO TIME THE SUPPORTED ORGANIZATION BENEFICIARIES ASK QUESTIONS CONCERNING THE INVESTMENTS AND INVESTMENT STRATEGIES THE TRUST ALSO RECEIVES AND RESPONDS TO REQUESTS FROM THE AUDITORS OF THE SUPPORTED ORGANIZATION BENEFICIARIES FOR CERTAIN ADDITIONAL FINANCIAL INFORMATION AND DOCUMENTATION THROUGH THESE ACTIVITIES, THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BENEFICIARIES AND THE SUPPORTED ORGANIZATION BENEFICIARIES HAVE A SIGNIFICANT VOICE IN THE TRUST'S INVESTMENT POLICY WITH RESPECT TO THE TRUST'S INCOME AND ASSETS DURING THE TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2SEE ANSWER TO ABOVE FOR LINE 2.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3PENNSYLVANIA HOSPITAL, DEPARTMENT OF NEUROSURGERY, SHARPE SPINE BIOMECANICS LABORATORY - 20% "SHARPE LAB" PENNSYLVANIA HOSPITAL, DEPARTMENT OF MENTAL AND NERVOUS DISEASES - 10% "PENNSYLVANIA HOSPITAL" WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA - 15% "WHARTON" ALL THREE OF THE ABOVE SUPPORTED ORGANIZATIONS ARE PART OF THE UNIVERSITY OF PENNSYLVANIA SYSTEM INTERACTIONS WITH THE SUPPORTED ORGANIZATIONS INCLUDE QUARTERLY TELEPHONE MEETINGS WITH REPRESENTATIVES, ANNUAL FACE TO FACE MEETINGS (SHARPE LAB) AND THE SHARING OF INVESTMENT INFORMATION SHARPE LAB HISTORICAL AND CONTINUING RELATIONSHIP FROM 1990 TO PRESENT THE TRUST PROVIDES ALL OF THE SUPPORT FOR THE SHARPE LAB PENNSYLVANIA HOSPITAL HISTORICAL AND CONTINUING RELATIONSHIP FROM 1979 TO PRESENT THE TRUST SUPPORTS THE DEPARTMENT OF MENTAL AND NERVOUS DISEASES WHARTON HISTORICAL AND CONTINUING RELATIONSHIP FROM 1979 TO PRESENT THE TRUST SUPPORTS THE SHARPE SCHOLARSHIP PROGRAM FOR SHARPE SCHOLARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2 (AND 3)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, SECTION D, LINES 8 - 10
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt036903236
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt036597034
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt036903236
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt036597034
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0553549
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0548956
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt036349687
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt036048078
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01272239
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01261683
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt036903236
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt036597034
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01272239
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01261683
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt010
IRS990ScheduleA/SupportedOrganizationsTotalCnt010
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231365980
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1135562351
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2221539721
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3231352160
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4231370501
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5231352000
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6311538725
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7210634501
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8231352685
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9311538725
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd71
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd81
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd90
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd33
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd57
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd63
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd72
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd82
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd93
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt063414
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt163414
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt263414
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt363414
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4126827
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5126827
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt6126827
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt7190240
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt8190240
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt9253653
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DIVERSIFIED COMMUNITY SERVICES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE SALVATION ARMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2THE SEEING EYE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3THE BRYN MAWR HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4THE FRANKLIN INSTITUTE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5THE ACADEMY OF NATURAL SCIENCE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6PENNSYLVANIA HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7PRINCETON UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8UNIVERSITY OF PENNSYLVANIA- WHARTON SCHOOL OF BUSINESS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9PENNSYLVANIA HOSPITALE NEUROSURGICAL RESEARCH INSTITUTE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01268270
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0934643
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt032194925
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt030788953
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01268270
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0796941
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0260639
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt030517145
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt032194925
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01268270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03206689
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01906521
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt030516670
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt030517145
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01155844
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03062840
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0478572
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt030238135
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt030516670
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01213194
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01970301
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0430247
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt030124668
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt030238135
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01296889
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01840603
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01473802
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11700000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CRYSTAL CAPITAL INTERNATIONAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc1GLOBEHEALER INC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03173802
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt063414
IRS990ScheduleI/RecipientTable/CashGrantAmt163414
IRS990ScheduleI/RecipientTable/CashGrantAmt263414
IRS990ScheduleI/RecipientTable/CashGrantAmt363414
IRS990ScheduleI/RecipientTable/CashGrantAmt4126827
IRS990ScheduleI/RecipientTable/CashGrantAmt5126827
IRS990ScheduleI/RecipientTable/CashGrantAmt6126827
IRS990ScheduleI/RecipientTable/CashGrantAmt7190240

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$1.67$1.72$0.06
2023Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$2.32$1.73$0.59
2022Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$1.04$1.65$0.61
2021Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$2.32$1.48$0.85
2020Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$0.99$2.20$1.21
2019Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$2.90$1.53$1.37
2018Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$3.17$2.90$0.27
2017Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$2.47$1.69$0.78
2016Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$1.84$1.73$0.11
2015Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$1.53$1.80$0.27
2014Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$2.79$1.48$1.31
2013Summary only. Only limited summary data is available for this year.$29.1$0.00$29.1$1.93$0.77$1.16
2012Summary only. Only limited summary data is available for this year.$28.3$0.00$28.3$4.35$0.95$3.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$0.00$24.9$0.83