Civic Intelligence

Htc Cottee Anna and Isidore Roseman Foundatio

990PF • Fiscal year 2017 • EIN 23-6676499

May 01, 2016 to Apr 30, 2017 • Filed on Aug 15, 2017

Organization Profile
Three Radnor Corporate Ctr No 450Radnor, PA 19087

(855) 739-2920

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-59%

Higher net margin than 8% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$31,646

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

29th percentile

-2.2%

Faster asset growth than 29% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,098,565

Down $68,418 (-2.2%) from 2016

Net Assets

Down

$3,098,565

Down $67,093 (-2.1%) from 2016

Liabilities

Down

$0

Down $1,325 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Down

$114,088

Down $373,094 (-77%) from 2016

Expenses

Down

$181,181

Down $30,905 (-15%) from 2016

Net Income

Down

-$67,093

Down $342,189 (-124%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,871,413Liabilities 2012: $0Net Assets 2012: $2,871,4132012Assets 2013: $2,864,735Liabilities 2013: $0Net Assets 2013: $2,864,7352013Assets 2014: $2,902,866Liabilities 2014: $0Net Assets 2014: $2,902,8662014Assets 2015: $2,890,972Liabilities 2015: $0Net Assets 2015: $2,890,9722015Assets 2016: $3,166,983Liabilities 2016: $1,325Net Assets 2016: $3,165,6582016Assets 2017: $3,098,565Liabilities 2017: $0Net Assets 2017: $3,098,5652017Assets 2018: $3,119,207Liabilities 2018: $0Net Assets 2018: $3,119,2072018Assets 2019: $2,993,782Liabilities 2019: $0Net Assets 2019: $2,993,7822019Assets 2020: $2,833,380Liabilities 2020: $0Net Assets 2020: $2,833,3802020Assets 2021: $2,871,565Liabilities 2021: $0Net Assets 2021: $2,871,5652021Assets 2022: $2,892,356Liabilities 2022: $0Net Assets 2022: $2,892,3562022Assets 2023: $2,852,999Liabilities 2023: $0Net Assets 2023: $2,852,9992023Assets 2024: $2,792,377Liabilities 2024: $0Net Assets 2024: $2,792,3772024Assets 2025: $2,802,961Liabilities 2025: $0Net Assets 2025: $2,802,9612025

Highlighted filing

2017

Assets$3,098,565
Liabilities$0
Net Assets$3,098,565
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $187,7582012Expenses 2013: $205,6702013Revenue 2014: $288,320Expenses 2014: $249,077Net Income 2014: $39,2432014Revenue 2015: $127,479Expenses 2015: $139,993Net Income 2015: -$12,5142015Revenue 2016: $487,182Expenses 2016: $212,086Net Income 2016: $275,0962016Revenue 2017: $114,088Expenses 2017: $181,181Net Income 2017: -$67,0932017Revenue 2018: $217,699Expenses 2018: $197,057Net Income 2018: $20,6422018Revenue 2019: $86,971Expenses 2019: $212,396Net Income 2019: -$125,4252019Revenue 2020: $45,097Expenses 2020: $205,499Net Income 2020: -$160,4022020Revenue 2021: $245,393Expenses 2021: $207,208Net Income 2021: $38,1852021Revenue 2022: $243,036Expenses 2022: $222,245Net Income 2022: $20,7912022Revenue 2023: $163,681Expenses 2023: $205,258Net Income 2023: -$41,5772023Revenue 2024: $187,767Expenses 2024: $227,201Net Income 2024: -$39,4342024Revenue 2025: $179,532Expenses 2025: $210,455Net Income 2025: -$30,9232025

Highlighted filing

2017

Revenue$114,088
Expenses$181,181
Net Income-$67,093
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Aug 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE HAVERFORD TRUSTCo-TrusteeFT$31,646-$31,646
LEONARD I KORMANCo-TrusteePT$2,260-$2,260
MORRIS P BARAN ESQCo-TrusteePT$2,260-$2,260
DANIEL J PACKCo-TrusteePT$2,260-$2,260
ALISON KORMAN FELDMANCo-TrusteePT$2,260-$2,260
Filing and Contact Details

Filer

Filer Name
Roseman Anna & Isadore Foundation
EIN
23-6676499
Phone
8557392920
Address
THREE RADNOR CORPORATE CTR NO 450, RADNOR, PA 19087

Signing Officer

Name
The Haverford Trust Company
Title
Trustee
Phone
6109958747
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE STE 400, PLYMOUTH MEETING, PA 19462
Preparer
Bruce Braunewellcpa
Phone
2156433900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN ELEC PWR INC COM (AEP) - 619 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ANHEUSER-BUSCH INBEV SPN ADR (BUD) - 252 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC COM (APL) - 385 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AUTOMATIC DATA PROCESSING IN COM (ADP) - 277 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BAXTER INTL INC (BAX) - 658 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BECTON DICKSINSON & CO COM (BDX) - 143 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BLACKROCK INC (BLK) - 118 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORPORATION (CVX) - 255 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DU PONT E I DE NEMOURS & CO COM (DD) - 188 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EATON CORPORATION PLC (ETN) - 371 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EXXON MOBIL CORP COM (XOM) - 357 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18GENERAL ELECTROC CO COM (GE) - 1,271 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GENUINE PARTS CO COM (GPC) - 276 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GLAXOSMITHKLINE PLC SPONSORED ADR (GSK) - 554 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INTEL CORP COM (INTC) - 378 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JOHNSON & JOHNSON COM (JNJ)- 372 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JPMORGAN CHASE & CO COM (JPM) - 616 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24KIMBERLY CLARK COPR COM (KMB) -186 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25KRAFT HEINZ CO (KHC) - 144 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MASTERCARD INC CLASS A (MA) - 267 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MEDTRONIC PLC (MDT) - 411 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MERCK & CO INC (MRK) - 707 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MICROSOFT CORP COM (MSFT) - 693 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MODELEZ INTERNATIONAL INC (MDLZ) - 596 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NIKE INC (NKE) - 490 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ORACLE CORP COM (ORCL) - 607 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PEPSICO INC COM (PEP) - 371 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PFIZER INC COM (PFE) - 980 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PHILIP MORRIS INTERNATIONAL (PM) - 320 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PROCTER & GAMBLE CO COM (PG) - 286 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SCHLUMBERGER LTD COM (SLB) - 448 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STARBUCKS CORP (SBUX) - 434 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39TJX COS INC NEW COM (TJX) - 535 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40UNITED PARCEL SERVICE INC CL B (UPS) - 318 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41UNITED TECHNOLOGIES CORP (UTX) - 401 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42UNITEDHEALTH GROUP INC COM (UNH) - 266 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43VERIZON COMMUNICATIONS INC COM (VZ) - 498 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44WELLS FARGO & CO NEW COM (WFC) - 776 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WW GRAINGER INC (GWW) - 160 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES CORE MSCI EAFE ETF (IEFA) - 3,319 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ISHARES CORE MSCI EMERGING (IEMG) - 4,511 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES MSCI EMERG MKT MIN (EEMV) - 1,243 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARES S&P MIDCAP 400 INDEX (IJH) - 742 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ISHARES S&P SMALLCAP 600 FND (IJR) - 1,888 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES LEHMAN US TRES TIPS (TIP) - 982 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JPMORGAN ALERIAN MLP INDEX ETN (AMJ) - 1,769 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53POWERSHARES BUILD AMERICA BOND PORTFOLIO ETF (BAB) - 2,388 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VANGUARD FTSE ALL WORLD EX-US SMALL?CAP ETF (VSS) - 553 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VANGUARD FTSE EUROPE ETF (VGK) - 1,808 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56VANGUARD FTSE PACIFIC ETF (VPL) - 911 SHARES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt022637
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt021820
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0125388
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0122080
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt083583
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt030418
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CLASS ACTION PROCEEDS - ST JUDE MEDICAL CENTER
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0114088
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt030418
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt016952
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt023734
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040686
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0133745
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0133745
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt083583
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt083583
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-67093
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0970628
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt030418
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt090354
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0181181
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0114088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0114088
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016952
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt047436
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt030418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0970628
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt030418
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-67093
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03098565
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03165658
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03098565
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0174188
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0174188
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0174188
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0175995
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01807
IRS990PF/DistributableAmountGrp/TotalTaxAmt01807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03510
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03510
IRS990PF/FMVAssetsEOYAmt03603589
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01325
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03165658
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03098565
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0830190
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0707368
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0697478
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02071870
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02202219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02721258
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt067040
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt040953
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt040953
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03166983
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03098565
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03603589
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01325
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03166983
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03098565
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03165658
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03098565
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0197883
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0148025
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0143900
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03573501
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt069937
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03503564
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt053603
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0175995
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03519898
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03573501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt031646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt22260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt42260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE HAVERFORD TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LEONARD I KORMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MORRIS P BARAN ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DANIEL J PACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ALISON KORMAN FELDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0THREE RADNOR CORPORATE CENTER SUITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1THREE RADNOR CORPORATE CENTER SUITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2THREE RADNOR CORPORATE CENTER SUITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3THREE RADNOR CORPORATE CENTER SUITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4THREE RADNOR CORPORATE CENTER SUITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt3450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt4450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RADNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RADNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RADNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3RADNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4RADNOR
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/ZIPCd019087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd319087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd419087
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0171416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0172320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0184116

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,098,565
Liabilities
$0
Net assets
$3,098,565
Revenue
$114,088
Expenses
$181,181
Net income
-$67,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.18$0.21$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.19$0.23$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.16$0.21$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.24$0.22$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.25$0.21$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.05$0.21$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$0.09$0.21$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.22$0.20$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.11$0.18$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.49$0.21$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.13$0.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.29$0.25$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.21
2012Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.19