Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
990 • Fiscal year 2015 • EIN 23-6253965
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
Liabilities / Revenue
63rd percentile
Higher debt load relative to revenue than 63% of similar nonprofits.
Net Margin
17th percentile
Higher net margin than 17% of similar nonprofits.
Top Officer Pay
19th percentile
Higher top officer pay than 19% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
81st percentile
Faster revenue growth than 81% of similar nonprofits.
Assets
Down$5,827,006
Down $173,146 (-2.9%) from 2014
Net Assets
Down$5,603,038
Down $4,738 (-0.1%) from 2014
Liabilities
Down$223,968
Down $168,408 (-43%) from 2014
Revenue
Up$666,190
Up $129,167 (+24%) from 2014
Expenses
Up$734,647
Up $307,192 (+72%) from 2014
Net Income
Down-$68,457
Down $178,025 (-162%) from 2014
The foundation assists in preparing qualified scholars for future policy making positions in government and world affairs through the granting of fellowships and student loans in order to preserve a free society for future generations.
Assists in preparing qualified scholars for future policy making positions in government and world affairs through the granting of fellowships and student loans in order to preserve a free society for future generations.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $5,044,266 | $5,295,958 | ▲ $251,692 |
| Savings and Temporary Cash Investments | $780 | $780 | → $0 |
| Pledges and Grants Receivable | $501,302 | $-135,771 | ▼ $637,073 |
| Cash and Non-Interest-Bearing Accounts | $-360,394 | $-141,293 | ▲ $219,101 |
| Total Assets | $6,000,152 | $5,827,006 | ▼ $173,146 |
| Other Assets Total | $814,198 | $807,332 | ▼ $6,866 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $392,376 | $223,968 | ▼ $168,408 |
| Total Liabilities | $392,376 | $223,968 | ▼ $168,408 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $4,550,045 | $4,610,208 | ▲ $60,163 |
| Unrestricted Net Assets | $1,057,731 | $992,830 | ▼ $64,901 |
| Total Net Assets Fund Balance | $5,607,776 | $5,603,038 | ▼ $4,738 |
| Total Liabilities and Net Assets / Fund Balance | $6,000,152 | $5,827,006 | ▼ $173,146 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $787,832 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2014 | $4,550,045 | - | - | - | $4,550,045 |
| 2013 | $4,528,793 | $13,721 | ▲ $7,531 | - | $4,550,045 |
| 2012 | $4,020,211 | $12,439 | ▲ $496,143 | - | $4,528,793 |
| 2011 | $4,441,205 | $14,087 | ▼ $435,081 | - | $4,020,211 |
| 2010 | $4,313,836 | $15,004 | ▲ $112,365 | - | $4,441,205 |
| Name | Title |
|---|---|
| Malcolm S White | Chairman |
| Donald P Garrido | Vice Chairman |
| Robert L Morton | Treasurer/trustee |
| Ercil Eschbach | Trustee |
| Mervyn J Harris | Trustee |
| Michael E Clark | Trustee |
| Stanley a Gardner | Trustee |
| Wiliam Mier | Secretary |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $705,844 |
| Other Expenses | $28,803 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $705,844 | - | - | $705,844 |
| Travel | - | $13,559 | - | $13,559 |
| Fees for Services Accounting | - | $6,145 | - | $6,145 |
| Office Expenses | - | $4,699 | - | $4,699 |
| Other Expenses | $2,286 | - | - | $2,286 |
| Insurance | - | $2,114 | - | $2,114 |
| Total Functional Expenses | $708,130 | $26,517 | $0 | $734,647 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“See names and titles on part vii of this form 990 on page 7.”
“Members of the governing body consists of four trustees and four officers who are elected by the general membership of the foundation at the annual meeting.”
“The form 990 and required schedules are reviewed and approved by the treasurer and other officers, as applicable.”
“Upon request, anyone may review the foundation's governing documents, policies and financial statements by contacting the foundation's treasurer, george w. Tracy, c/o 210 s. Broad st., lansdale, pa 19446 during normal business hours.”
“The foundation's endowment funds are permanently restricted to investment in perpetuity; the income from which is primarily expendable to support the operations of the foundation.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 392376 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 223968 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | ASSISTS IN PREPARING QUALIFIED SCHOLARS FOR FUTURE POLICY MAKING POSITIONS IN GOVERNMENT AND WORLD AFFAIRS THROUGH THE GRANTING OF FELLOWSHIPS AND STUDENT LOANS IN ORDER TO PRESERVE A FREE SOCIETY FOR FUTURE GENERATIONS. |
| IRS990/AllOtherContributionsAmt | 0 | 242149 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ROBERT L MORTON TREASURER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2153683121 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 210 S BROAD ST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | LANSDALE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 19446 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | -360394 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | -141293 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 242640 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 705844 |
| IRS990/CYInvestmentIncomeAmt | 0 | 423550 |
| IRS990/CYOtherExpensesAmt | 0 | 28803 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -68457 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 734647 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 666190 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE FOUNDATION GRANTS STUDENT FELLOWSHIPS AND LOANS TO QUALIFIED STUDENTS OF GEORGE WASHINGTON UNIVERSITY (GWU). THE STUDENT FELLOWSHIPS ARE INITIALLY RECORDED AS STUDENT'S ACCOUNTS RECEIVABLE (STUDENT LOANS) WHILE ATTENDING GWU. UPON GRADUATION 25% OF EACH STUDENT'S GROSS STUDENT FELLOWSHIP LOANS ARE WAIVED FOR EACH YEAR SUCH STUDENT PERFORMED GOVERNMENTAL OR RELATED SERVICE AS APPROVED BY THE TRUSTEES. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 708130 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 6145 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 6145 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 15.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MALCOLM S WHITE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DONALD P GARRIDO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ROBERT L MORTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | WILIAM MIER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ERCIL ESCHBACH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | STANLEY A GARDNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MICHAEL E CLARK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MERVYN J HARRIS |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER/TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1952 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 26160 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantAmt | 0 | 705844 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 705844 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 705844 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 4368684 |
| IRS990/GrossReceiptsAmt | 0 | 5008714 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 2114 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 2114 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 397390 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 397390 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 5044266 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 5295958 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MO |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 4342524 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 491 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE FOUNDATION ASSISTS IN PREPARING QUALIFIED SCHOLARS FOR FUTURE POLICY MAKING POSITIONS IN GOVERNMENT AND WORLD AFFAIRS THROUGH THE GRANTING OF FELLOWSHIPS AND STUDENT LOANS IN ORDER TO PRESERVE A FREE SOCIETY FOR FUTURE GENERATIONS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5607776 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5603038 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 26160 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 26160 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 63719 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 4699 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 4699 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 814198 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 807332 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | PROGRAM/PROMOTIONAL AWA |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 2286 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 2286 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 4550045 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 4610208 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 501302 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | -135771 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | ROBERT L MORTON |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 99639 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 382308 |
| IRS990/PYInvestmentIncomeAmt | 0 | 437384 |
| IRS990/PYOtherExpensesAmt | 0 | 45147 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 109568 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 427455 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 537023 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -68457 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 780 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 780 |
| IRS990ScheduleA/FactsAndCircumstancesTestTxt | 0 | THE FOUNDATION CONTINUOUSLY RECEIVES CONTRIBUTIONS FROM THE GENERAL PUBLIC THROUGH THE FELLOWSHIP FUND AND THE ENDOWMENT FUND. THEY ALSO CONTINUE TO RECEIVE PUBLIC CONTRIBUTIONS FROM THE WITT AND POSEY TRUSTS. THE FOUNDATION IS MANAGED BY A GOVERNING BOARD WHICH REPRESENTS THE BROAD INTERESTS OF THE GENERAL PUBLIC BY GRANTING STUDENT FELLOWSHIPS AND LOANS TO QUALIFIED SCHOLARS. THESE STUDENTS RECEIVE TUITION LOAN WAIVERS WHEN PERFORMING GOVERNMENTAL OR RELATED SERVICES AS APPROVED BY THE BOARD OF TRUSTEES. |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 242149 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 99109 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 353387 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 48850 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 55632 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 799127 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 397390 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 309133 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 230138 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 341511 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 283833 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1562005 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.33850 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.30300 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 799127 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 242149 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 99109 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 353387 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 48850 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 55632 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 799127 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 2361132 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/AgentTrusteeEtcInd | 0 | 0 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4550045 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 4550045 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4528793 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 13721 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4550045 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 7531 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4020211 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 12439 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4528793 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 496143 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4441205 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 14087 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4020211 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -435081 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4313836 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 15004 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4441205 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 112365 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | 0 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 19500 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 787832 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | INTEREST RECEIVABLE |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | BENEFICIAL INTEREST IN CHARITABLE TRUST |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION'S ENDOWMENT FUNDS ARE PERMANENTLY RESTRICTED TO INVESTMENT IN PERPETUITY; THE INCOME FROM WHICH IS PRIMARILY EXPENDABLE TO SUPPORT THE OPERATIONS OF THE FOUNDATION. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART V, LINE 4: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 807332 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 705844 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | STUDENT FELLOWSHIPS-GRADUATE STUDENTS AT GEORGE WASHINGTON UNIVERSITY |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 14 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc | 0 | BOOK |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION'S BOARD OF TRUSTEES REVIEWS ALL APPLICATIONS FOR STUDENT FELLOWSHIPS AND APPROVES THE GRANTING OF FELLOWSHIPS BASED ON CERTAIN SELECTION CRITERIA AND AVAILABILITY OF FUNDS. THE FOUNDATION GRANTS STUDENT FELLOWSHIPS TO QUALIFIED STUDENTS ATTENDING GEORGE WASHINGTON UNIVERSITY (GWU) GRADUATE SCHOOL. SUCH STUDENT FELLOWSHIPS ARE INITIALLY RECORDED AS STUDENTS' ACCOUNTS RECEIVABLE (LOANS) WHILE ATTENDING GWU. UPON GRADUATION, 25% IF EACH STUDENTS'S GROSS STUDENT FELLOWSHIP LOANS ARE WAIVED (GRANTED) FOR EACH YEAR SUCH STUDENT PERFORMS GOVERNMENTAL OR RELATED SERVCIE AS APPROVED BY THE TRUSTEES. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SEE NAMES AND TITLES ON PART VII OF THIS FORM 990 ON PAGE 7. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | MEMBERS OF THE GOVERNING BODY CONSISTS OF FOUR TRUSTEES AND FOUR OFFICERS WHO ARE ELECTED BY THE GENERAL MEMBERSHIP OF THE FOUNDATION AT THE ANNUAL MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE FORM 990 AND REQUIRED SCHEDULES ARE REVIEWED AND APPROVED BY THE TREASURER AND OTHER OFFICERS, AS APPLICABLE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | UPON REQUEST, ANYONE MAY REVIEW THE FOUNDATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS BY CONTACTING THE FOUNDATION'S TREASURER, GEORGE W. TRACY, C/O 210 S. BROAD ST., LANSDALE, PA 19446 DURING NORMAL BUSINESS HOURS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 1 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 6000152 |
| IRS990/TotalAssetsEOYAmt | 0 | 5827006 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 6000152 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 5827006 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 242640 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 26517 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 708130 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 734647 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 392376 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 223968 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 392376 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 223968 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 5607776 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 5603038 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 708130 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 423550 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 666190 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 6000152 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 5827006 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 13559 |
| IRS990/TravelGrp/TotalAmt | 0 | 13559 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 1057731 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 992830 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 210 S BROAD ST |
| IRS990/USAddress/CityNm | 0 | LANSDALE |
| IRS990/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/USAddress/ZIPCd | 0 | 19446 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WebsiteAddressTxt | 0 | WWW.WOLCOTTFOUNDATION.COM |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROBERT L MORTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2153683121 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-11-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE WOLCOTT FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WOLC |
| ReturnHeader/Filer/EIN | 0 | 236253965 |
| ReturnHeader/Filer/PhoneNum | 0 | 2153683121 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 210 SOUTH BROAD STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LANSDALE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 19446 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 231380332 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KIMMEL LORAH ASSOCIATES CPA'S LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 400 CRESSON BLVD PO BOX 979 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | OAKS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 19456 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6106660450 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT STEVENSON CPA |
| ReturnHeader/ReturnTs | 0 | 2015-12-15T10:46:37-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-04-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.