Civic Intelligence

Mclean Contributionship

990PF • Fiscal year 2021 • EIN 23-6396940

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

Organization Profile
230 Sugartown Road Suite 30Wayne, PA 19087

(610) 989-8090

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

62nd percentile

22%

Higher net margin than 62% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

38th percentile

$155,112

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

30th percentile

2.8%

Faster asset growth than 30% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-4.2%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$40,514,438

Up $1,112,260 (+2.8%) from 2020

Net Assets

Up

$40,514,438

Up $1,112,260 (+2.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin62nd percentile

Revenue

Down

$5,095,518

Down $225,738 (-4.2%) from 2020

Expenses

Up

$3,989,644

Up $555,312 (+16%) from 2020

Net Income

Down

$1,105,874

Down $781,050 (-41%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$60M$40M$20M$0Assets 2010: $29,680,755Liabilities 2010: $0Net Assets 2010: $29,680,7552010Assets 2011: $31,215,848Liabilities 2011: $0Net Assets 2011: $31,215,8482011Assets 2012: $31,149,664Liabilities 2012: $0Net Assets 2012: $31,149,6642012Assets 2013: $32,486,040Liabilities 2013: $0Net Assets 2013: $32,486,0402013Assets 2014: $33,833,981Liabilities 2014: $0Net Assets 2014: $33,833,9812014Assets 2015: $34,693,741Liabilities 2015: $0Net Assets 2015: $34,693,7412015Assets 2016: $35,034,702Liabilities 2016: $0Net Assets 2016: $35,034,7022016Assets 2017: $37,038,938Liabilities 2017: $0Net Assets 2017: $37,038,9382017Assets 2018: $37,665,811Liabilities 2018: $0Net Assets 2018: $37,665,8112018Assets 2019: $37,437,415Liabilities 2019: $0Net Assets 2019: $37,437,4152019Assets 2020: $39,402,178Liabilities 2020: $0Net Assets 2020: $39,402,1782020Assets 2021: $40,514,438Liabilities 2021: $0Net Assets 2021: $40,514,4382021Assets 2022: $45,073,921Liabilities 2022: $0Net Assets 2022: $45,073,9212022Assets 2023: $46,339,697Liabilities 2023: $0Net Assets 2023: $46,339,6972023Assets 2024: $48,057,667Liabilities 2024: $0Net Assets 2024: $48,057,6672024

Highlighted filing

2021

Assets$40,514,438
Liabilities$0
Net Assets$40,514,438
Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,454,8372010Expenses 2011: $2,214,7422011Expenses 2012: $2,201,9912012Revenue 2013: $3,752,590Expenses 2013: $2,416,214Net Income 2013: $1,336,3762013Revenue 2014: $4,074,725Expenses 2014: $2,726,784Net Income 2014: $1,347,9412014Revenue 2015: $3,604,959Expenses 2015: $2,740,634Net Income 2015: $864,3252015Revenue 2016: $3,021,003Expenses 2016: $2,621,879Net Income 2016: $399,1242016Revenue 2017: $4,848,098Expenses 2017: $2,851,450Net Income 2017: $1,996,6482017Revenue 2018: $3,748,009Expenses 2018: $3,108,443Net Income 2018: $639,5662018Revenue 2019: $3,130,925Expenses 2019: $3,299,974Net Income 2019: -$169,0492019Revenue 2020: $5,321,256Expenses 2020: $3,434,332Net Income 2020: $1,886,9242020Revenue 2021: $5,095,518Expenses 2021: $3,989,644Net Income 2021: $1,105,8742021Revenue 2022: $8,455,848Expenses 2022: $3,911,168Net Income 2022: $4,544,6802022Revenue 2023: $4,765,035Expenses 2023: $3,723,698Net Income 2023: $1,041,3372023Revenue 2024: $5,935,177Expenses 2024: $4,111,932Net Income 2024: $1,823,2452024

Highlighted filing

2021

Revenue$5,095,518
Expenses$3,989,644
Net Income$1,105,874
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra McLeanTrustee/Exec Dir/Secr/V ChairFT$155,112-$155,112
John BalesTrustee Chairman-$0--
Charles CatherwooodTreasurer-$0--
Diana McLean LieferTrustee-$0--
Wendy W McLeanTrustee-$0--
Otis Bullock JrTrustee-$0--
Stephen HoltAdvisory Trustee-$0--
Martha MorrisAdvisory Trustee-$0--
Marrea D Walker SmithAdvisory Trustee-$0--
Filing and Contact Details

Filer

Filer Name
McLean Contributionship
EIN
23-6396940
In Care Of
% SANDRA MCLEAN
Phone
6109898090
Address
230 Sugartown Road Suite 30, Wayne, PA 19087

Signing Officer

Name
Sandra McLean
Title
Executive Director
Phone
6109898091
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Bove Associates
Address
6000 N 62nd Place, Paradise Valley, AZ 85253
Preparer
Richard J Bove
Phone
5205773000
Raw XML AppendixShowing 400 of 465 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02045
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0B & A
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm0JOHN W BRISTOL COMPANY INC
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0INVESTMENT MANAGER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VARIOUS FNMA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1VARIOUS CORPORATE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2VARIOUS PREFERRED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02765624
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11892016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2868024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02741319
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12015906
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2866612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt025097261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt059659699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ROUNDING
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt09744083
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt09948457
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0584460
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04153532
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0351090
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SECURITIES LITIGATION PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0252
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05089334
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05089334
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02045
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04153532
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0155112
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0155112
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03468152
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03468152
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06184
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0584460
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0584460
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01105874
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014376332
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0351090
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0351090
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04153532
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04834576
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt032258
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt032258
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt031816
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0730
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt032652
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0230046
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0230046
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt08387
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt08387
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt023982
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt060992
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03695725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0254758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03989644
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05089334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05095518
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0227573
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0254758
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0521492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0860502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12637160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26332474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3392664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt018710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23236578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3898232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt018710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23236578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3898232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0879212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12637172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29569052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31290896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BMTRUST CO ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BMTRUST CO ST NON-COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BMTRUST CO LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BMTRUST CO LT NON-COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04153532
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01105874
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06386
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt040514438
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039402178
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040514438
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03487981
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03487981
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03487981
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03555182
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt067201
IRS990PF/DistributableAmountGrp/TotalTaxAmt067201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt069600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt067201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt067201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt067201
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt069600
IRS990PF/FMVAssetsEOYAmt075379423
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06402547
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06407631
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt036897
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0147430
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0147430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06059092
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05525664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05623837
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt022307477
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt025097261
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt059659699
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt032999631
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt034106807
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt039402178
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt040514438
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt075379423
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt039402178
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt040514438
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039402178
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt040514438
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt010998712
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt09744083
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt09948457
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt072186442
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0219246
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt071967196
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01082797
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03555182
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt071103645
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt072186442
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0JOHN W BRISTOL & COMPANY INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0185453
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt048 WALL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3155112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John Bales
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charles Catherwoood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Diana McLean Liefer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Sandra McLean
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Wendy W McLean
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Otis Bullock Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Stephen Holt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Martha Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Marrea D Walker Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee/Exec Dir/Secr/V Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Advisory Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Advisory Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Advisory Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0230 Sugartown Road Suite 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1230 Sugartown Road Suite 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2230 Sugartown Road Suite 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3230 Sugartown Road Suite 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4230 Sugartown Road Suite 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5230 Sugartown Road Suite 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6230 Sugartown Road Suite 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7230 Sugartown Road Suite 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8230 Sugartown Road Suite 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd319087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd419087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd519087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd619087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd719087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd819087
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03695725
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03695725
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt0230 SUGARTOWN ROAD SUITE 30
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAYNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019087
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SANDRA MCLEAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109898090
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.fdnweb.org/mclean
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0We prefer that applications be submitted online: https://fdnweb.org/mclean/grant-application-procedure/ If you choose not to submit online: The Contributionship accepts the common grant application of Philanthropy Network Greater Philadelphia. Application also can be made by a letter, which describes and justifies the project. A budget and timetable is required as well as a strategy for securing funding. Financial commitment by a charity's trustees to a project is an important indicator for the Contributionship. A financial statement for the latest year should accompany each application in addition to interim operating statements or budgets for future periods if appropriate. Evidence of tax-exempt status is required plus a list of officers and directors. Information about funds raised and whether the Board has committed any funds towards the project should also be included. Deadline dates for current year are listed on the website.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0McLean Contributionship
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06109898090
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0230 Sugartown Road Suite 30
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Wayne
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019087
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The Contributionship does not fund the costs or expenses of existing staff allocated to a project it is asked to support. The Trustees believe the resources of The Contributionship can be used most effectively by making a relatively limited number of grants for projects of long-term benefit-rather than by underwriting continuing operating expenses. The Trustees focus on capital projects: bricks and mortar, endowment for purposes outlined below. Capital is considered to be a physical item with at least a three to five year life span. The Trustees may make grants in ways to encourage the successful funding of projects. PURPOSES The Contributionship favors projects in the Greater Philadelphia area when they enhance the lives of those living there. The Trustees consider the Greater Philadelphia area to be Chester, Delaware, Montgomery, Philadelphia and Lower Bucks Counties
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0The Trustees meet several times a year, and the Contributionship accepts and processes applications
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NO MANAGERS CONTRIBUTED MORE THAN T
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Various purposes restricted and non restricted in the amount of $25,000. In addition, has been accrued for future contributions.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Various available at the office of the Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0Office of Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine2Txt0230 Sugartown Road Suite 30
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Wayne
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd019087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03468152
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General and Restricted Gifts to various Philadelphia area IRC 501 c 3 charitable organizations. PDF attachment contains list and amounts of all gifts and grants.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Detail Available at Foundation Office Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Office of the Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0230 Sugartown Road Suite 30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Wayne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019087
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NO MANAGERS OWN ANY STOCK AND THE F
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt025000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03468152
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/AppliedToCurrentYearAmt03487981
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03487981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0150923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0174518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0193968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0163668
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0163668
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0769279
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0207744
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0150923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0174518
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0193968
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03695725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0207744
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0932947
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0725203
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SOFTWARE MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PUBLICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5GUIDE STAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6COPIER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7CHARTER FDN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9VERIZON
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt117605
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21436
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33284
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4590
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5901
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0730
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0730
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt217605
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31436
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5106

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$40,514,438
Liabilities
$0
Net assets
$40,514,438
Revenue
$5,095,518
Expenses
$3,989,644
Net income
$1,105,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$5.94$4.11$1.82
2023Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$4.77$3.72$1.04
2022Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$8.46$3.91$4.54
2021Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$5.10$3.99$1.11
2020Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$5.32$3.43$1.89
2019Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$3.13$3.30$0.17
2018Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$3.75$3.11$0.64
2017Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$4.85$2.85$2.00
2016Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$3.02$2.62$0.40
2015Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$3.60$2.74$0.86
2014Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$4.07$2.73$1.35
2013Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$3.75$2.42$1.34
2012Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$2.20
2011Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$2.21
2010Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$2.45