Civic Intelligence

Smith M U Lankenau Td

990PF • Fiscal year 2012 • EIN 23-6789237

Jun 01, 2011 to May 31, 2012 • Filed on Aug 16, 2012

Organization Profile
1525 W Wt Harris Blvd D1114-04428288
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

83rd percentile

$16,436

Higher top officer pay than 83% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$1,213,552

No earlier filing loaded for comparison.

Net Assets

$1,213,552

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$60,109

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2012: $1,213,552Liabilities 2012: $0Net Assets 2012: $1,213,5522012Assets 2019: $1,163,729Liabilities 2019: $0Net Assets 2019: $1,163,7292019Assets 2020: $1,124,143Liabilities 2020: $0Net Assets 2020: $1,124,1432020Assets 2021: $1,083,545Liabilities 2021: $0Net Assets 2021: $1,083,5452021Assets 2022: $1,097,704Liabilities 2022: $0Net Assets 2022: $1,097,7042022Assets 2023: $1,052,524Liabilities 2023: $0Net Assets 2023: $1,052,5242023Assets 2024: $1,031,797Liabilities 2024: $0Net Assets 2024: $1,031,7972024Assets 2025: $1,032,486Liabilities 2025: $0Net Assets 2025: $1,032,4862025

Highlighted filing

2012

Assets$1,213,552
Liabilities$0
Net Assets$1,213,552
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2012: $60,1092012Revenue 2019: $48,231Expenses 2019: $84,394Net Income 2019: -$36,1632019Revenue 2020: $42,861Expenses 2020: $82,536Net Income 2020: -$39,6752020Revenue 2021: $53,664Expenses 2021: $93,925Net Income 2021: -$40,2612021Revenue 2022: $101,361Expenses 2022: $86,460Net Income 2022: $14,9012022Revenue 2023: $53,115Expenses 2023: $98,922Net Income 2023: -$45,8072023Revenue 2024: $72,544Expenses 2024: $92,782Net Income 2024: -$20,2382024Revenue 2025: $94,681Expenses 2025: $94,006Net Income 2025: $6752025

Highlighted filing

2012

Revenue-
Expenses$60,109
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Aug 16, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$16,436-$16,436
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLANKENAU HOSPITALMAIN LINE HLTHGENERAL SUPPORTEXEMPTBRYN MAWR, PA, US$40,000
Filing and Contact Details

Filer

EIN
23-6789237
Raw XML AppendixShowing 400 of 477 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/AccountingFees/Amount02503
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02503
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue015628
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV016708
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond094985D582 WELLS FARGO ADV INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue027000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue121487
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2115000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue382934
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue454000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue525000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue628027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue727000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue820000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue953000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1038165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1121344
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1278937
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1360000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1437030
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15101752
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV025936
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV133292
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2112408
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV377225
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV454554
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV528612
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV643099
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV726949
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV815327
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV947560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1077846
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1132744
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1278010
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1357955
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1432887
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV15108725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock025264S833 DIAMOND HILL LONG-SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock126203E836 DREYFUS/THE BOSTON C
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2314172560 FEDERATED STRAT VAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3411511306 HARBOR INTERNATION F
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4448108100 HUSSMAN STRATEGIC GR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock544980Q518 ING INTERNATIONAL RE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock652106N889 LAZARD EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7589509108 MERGER FD SH BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock868380Y409 OPPENHEIMER COM STR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9722005667 PIMCO COMMODITY REAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1078464A607 SPDR DOW JONES REIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11863137105 STRATTON SM-CAP VALU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1289155H793 TOUCHSTONE MID CAP F
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13921909701 VANGUARD DEVELOPED M
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14922042858 VANGUARD MSCI EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15949915565 WF ADV ENDEAVOR SELE
InvestmentsOtherSchedule2/InvestmentsOther/BookValue063802
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1157447
InvestmentsOtherSchedule2/InvestmentsOther/BookValue239220
InvestmentsOtherSchedule2/InvestmentsOther/BookValue346928
InvestmentsOtherSchedule2/InvestmentsOther/BookValue440000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue537459
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0693391004 PIMCO RTN FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem172369B406 PIONEER HIGH YIELD F
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2921937868 VANGUARD TOTL BD MAR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem394985D582 WELLS FARGO ADVTG IN
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4693391559 PIMCO EMERG MKTS BD-
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5693390882 PIMCO FOREIGN BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6239080401 DAVIS NEW YORK VENTU
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem726203E836 DREYFUS/THE BOSTON C
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem838142Y773 GOLDMAN SACHS LARGE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem968380Y409 OPPENHEIMER COMMODIT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10863137105 STRATTON SMALL-CAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1189155H793 TOUCHSTONE MID CAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12949915565 WELLS FARGO ADVTG
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1304315J837 ARTIO INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14411511306 HARBOR INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1552106N889 LAZARD EMERGING
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1644980Q518 ING INTERNATIONAL RE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17722005667 PIMCO COMMODITY RTN
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1878464A607 SPDR DOW JONES REIT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19693390304 PIMCO LOW DURATION F
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem20693391104 PIMCO REAL RETURN FU
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV058075
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1177567
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV240579
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV348122
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV440077
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV542485
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount037531
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount029440
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount05
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount066976
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA066976
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02503
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02503
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm029440
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps04109
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm012327
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss016436
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps040000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss040000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm037531
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss037531
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses06867
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0470323
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss05
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss029440
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome053929
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0720
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps046612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm013047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss060109
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome066976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses066976
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps06612
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm013047
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss020109
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY01207554
IRS990PF/BalanceSheets/CapitalStockEOY01213552
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY015628
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV016708
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0790676
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0853129
IRS990PF/BalanceSheets/InvestmentsOtherBOY01199970
IRS990PF/BalanceSheets/InvestmentsOtherEOY0384856
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0406905
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY07584
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY022392
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV022392
IRS990PF/BalanceSheets/TotalAssetsBOY01207554
IRS990PF/BalanceSheets/TotalAssetsEOY01213552
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01299134
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01207554
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01213552
IRS990PF/BalanceSheets/TotalNetAssetsBOY01207554
IRS990PF/BalanceSheets/TotalNetAssetsEOY01213552
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome029440
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis082923
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis185127
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis28513
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3115000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis419261
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis517420
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis610861
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis711099
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis88656
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis926819
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1036432
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1118772
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02006-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12006-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-11-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-03-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42006-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52008-11-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62006-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82008-11-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92006-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102006-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112008-11-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-11-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-09-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset06151.588 ARTIO INTERNATIONAL EQ FD 3# 1529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12339.298 DAVIS NY VENTURE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2242.466 DREYFUS/THE BOSTON CO S/C - I #6941
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset310540.788 GOLDMAN SACHS LARGE CAP VALUE FUND INSTITUTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4337.382 HARBOR FD INTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51566.58 LAZARD EMERGING MKTS PTFL #638
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61001.001 PIONEER HIGH YIELD FD-Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7322. SPDR DOW JONES REIT ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8262.713 STRATTON SM-CAP VALUE FD #37
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset91749.475 TOUCHSTONE MID CAP FD Y #354
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset102376.485 TOUCHSTONE MID CAP FD Y #354
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111903.898 VANGUARD TOTL BD MARKET IND SGN 1351
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-23683
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-1193
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss25487
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss310752
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4739
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss512580
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-861
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss711866
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss85344
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-1819
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss101568
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss112228
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-23683
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-1193
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses25487
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses310752
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4739
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses512580
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-861
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses711866
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses85344
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-1819
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses101568
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses112228
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice059240
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice183934
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice214000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3125752
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice420000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice530000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice610000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice722965
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice814000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice925000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1038000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1121000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses06867
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases02231
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01362
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01215783
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01207554
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01213552
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted064191
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj064191
IRS990PF/DistributableAmount/DistributableAmountBeforeDed064191
IRS990PF/DistributableAmount/MinimumInvestmentReturn065270
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01079
IRS990PF/DistributableAmount/TotalTax01079
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0400
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01079
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01079
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01079
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0679
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0400
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01299134
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01325285
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances020679
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01304606
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable019879
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn065270
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01305406
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01325285
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation016436
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WELLS FARGO BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 WEST WT HARRIS BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode028288
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct064352
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets063813
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.048884
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.034418
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.050114
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.069081
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.045152
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.045653
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01305406
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101313570
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201189096
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301144860
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401622065
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501507539
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0539
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions046612
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1045210
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2059590
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3079088
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4073239
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5068824
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.244418
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions046612
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions046612
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions046612
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02156704226
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10123 S BROAD ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PHILADELPHIA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode019109
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount040000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10LANKENAU HOSPITALMAIN LINE HLTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10130 SOUTH BRYN MAWR AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BRYN MAWR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019010
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear040000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,213,552
Liabilities
$0
Net assets
$1,213,552
Revenue
-
Expenses
$60,109
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09$0.09$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.07$0.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.05$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.10$0.09$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.05$0.09$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.08$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06