Civic Intelligence

The Cotswold Foundation

EIN 23-7767257 • Bryn Mawr, PA

Pub. 78 Eligible
19 Pond LaneBryn Mawr, PA 19010
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

40th percentile

1.6%

Faster asset growth than 40% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

818%

Faster revenue growth than 98% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$18,038,042

Up $280,664 (+1.6%) from 2023

Liabilities

Down

$0

Down $350,000 (-100%) from 2023

Net Assets

Up

$18,038,042

Up $630,664 (+3.6%) from 2023

Revenue

Up

$12,510,465

Up $11,147,967 (+818%) from 2023

Expenses

Up

$6,933,026

Up $3,867,558 (+126%) from 2023

Net Income

Up

$5,577,439

Up $7,280,409 (+428%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2017: $28,778,451Liabilities 2017: $0Net Assets 2017: $28,778,4512017Assets 2018: $26,526,889Liabilities 2018: $0Net Assets 2018: $26,526,8892018Assets 2019: $23,136,809Liabilities 2019: $0Net Assets 2019: $23,136,8092019Assets 2020: $18,453,629Liabilities 2020: $0Net Assets 2020: $18,453,6292020Assets 2021: $21,601,329Liabilities 2021: $0Net Assets 2021: $21,601,3292021Assets 2022: $19,021,936Liabilities 2022: $0Net Assets 2022: $19,021,9362022Assets 2023: $17,757,378Liabilities 2023: $350,000Net Assets 2023: $17,407,3782023Assets 2024: $18,038,042Liabilities 2024: $0Net Assets 2024: $18,038,0422024

Highlighted filing

2024

Assets$18,038,042
Liabilities$0
Net Assets$18,038,042

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2017: $587,505Expenses 2017: $2,380,823Net Income 2017: -$1,793,3182017Revenue 2018: -$359,797Expenses 2018: $1,920,851Net Income 2018: -$2,280,6482018Revenue 2019: -$627,972Expenses 2019: $2,477,621Net Income 2019: -$3,105,5932019Revenue 2020: -$7,192Expenses 2020: $3,365,549Net Income 2020: -$3,372,7412020Revenue 2021: $11,903,995Expenses 2021: $3,607,872Net Income 2021: $8,296,1232021Revenue 2022: -$938,337Expenses 2022: $1,867,554Net Income 2022: -$2,805,8912022Revenue 2023: $1,362,498Expenses 2023: $3,065,468Net Income 2023: -$1,702,9702023Revenue 2024: $12,510,465Expenses 2024: $6,933,026Net Income 2024: $5,577,4392024

Highlighted filing

2024

Revenue$12,510,465
Expenses$6,933,026
Net Income$5,577,439

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
I WISTAR MORRIS IIITrustee-$0--
MARTHA H MORRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Cotswold Foundation
EIN
23-7767257
Phone
6103533022
Address
19 POND LANE, BRYN MAWR, PA 19010

Signing Officer

Name
I Wistar Morris Iii
Title
Trustee
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Beucler Kelly & Irwin Ltd
Address
125 STRAFFORD AVE STE 116, WAYNE, PA 19087
Preparer
Geoffrey D Beucler
Phone
6106883200
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119010
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt06887400
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt06887400
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt019 POND LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BRYN MAWR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019010
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0I WISTAR MORRIS III
IRS990PF/StatementsRegardingActyGrp/PhoneNum06103533022
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0I WISTAR MORRIS III
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARTHA H MORRIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06887400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019085
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06887400
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/AppliedToCurrentYearAmt02738410
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02738410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0766623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01259353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01427019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0795809
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0795809
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07601985
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04148990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0766623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01259353
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01427019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06887400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04148990
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08397794
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04248804
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARTHA H MORRIS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1I WISTAR MORRIS III
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2I WISTAR MORRIS III
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt019 POND LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt119 POND LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt219 POND LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BRYN MAWR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BRYN MAWR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2BRYN MAWR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019010
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd119010
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd219010
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15500000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2167180
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01000000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt15500000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2167180
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VALLEY FORGE CAPITAL, LP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1VALLEY FORGE CAPITAL, LP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2IMMUNOME, INC.
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05258304
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0VALLEY FORGE CAPITAL (K-1 ACTIVITY)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK AND INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSE & REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0885
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0885
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2554
OtherIncomeSchedule2/OtherIncomeDetail/Desc0VALLEY FORGE CAPITAL LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1WELDER OIL & GAS L.P.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-587047
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-6924
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-587047
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-6924
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0304605
OtherIncreasesSchedule/OtherIncreasesDetail/Amt16924
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENT DONATED SECURITES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1WELDER OIL & GAS (K-1 ACTIVITY)
TaxesSchedule/TaxesDetail/Amt06056
TaxesSchedule/TaxesDetail/Amt11049
TaxesSchedule/TaxesDetail/Amt227957
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01049
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt127957
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0I WISTAR MORRIS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COTSWOLD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COTS
ReturnHeader/Filer/EIN0237767257
ReturnHeader/Filer/PhoneNum06103533022
ReturnHeader/Filer/USAddress/AddressLine1Txt019 POND LANE
ReturnHeader/Filer/USAddress/CityNm0BRYN MAWR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232371615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEUCLER KELLY & IRWIN LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 STRAFFORD AVE STE 116
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06106883200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY D BEUCLER
ReturnHeader/ReturnTs02025-11-14T10:23:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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