Civic Intelligence

The Cotswold Foundation

990PF • Fiscal year 2022 • EIN 23-7767257

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profile
19 Pond LaneBryn Mawr, PA 19010

(610) 353-3022

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

99th percentile

299%

Higher net margin than 99% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$19,021,936

Down $2,579,393 (-12%) from 2021

Net Assets

Down

$19,021,936

Down $2,579,393 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$938,337

Down $12,842,332 (-108%) from 2021

Expenses

Down

$1,867,554

Down $1,740,318 (-48%) from 2021

Net Income

Down

-$2,805,891

Down $11,102,014 (-134%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$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

2022

Assets$19,021,936
Liabilities$0
Net Assets$19,021,936
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue-$938,337
Expenses$1,867,554
Net Income-$2,805,891
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
I WISTAR MORRIS IIITrustee-$0--
MARTHA H MORRISTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-VARIOUSPCSEE ATTACHED SCH, PA, US$1,825,675
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
2023-11-13
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
Raw XML Appendix332 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03,950 SHS SENECA FOODS CORP CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1197,457 SHS IMMUNOME INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25,500 shs VANECK JUNIOR GOLD MINERS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc330,000 SHS ACTUA CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SONICS & MATERIALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51,490,720 shs VETANOVA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VETANOVA PROMISSORY NOTE
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01427019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0795809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0290281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0545792
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0348030
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03772462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01259353
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01427019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0795809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0290281
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01840775
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04120492
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04318254
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-49917
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-49917
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt018340
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018340
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0I WISTAR MORRIS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COTSWOLD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COTS
ReturnHeader/Filer/EIN0237767257
ReturnHeader/Filer/PhoneNum06103533022
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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/ReturnTs02023-11-13T08:17:43-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0I WISTAR MORRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0III
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,021,936
Liabilities
$0
Net assets
$19,021,936
Revenue
-$938,337
Expenses
$1,867,554
Net income
-$2,805,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$12.5$6.93$5.58
2023Detailed filing. Detailed filing data is available for this year.$17.8$0.35$17.4$1.36$3.07$1.70
2022Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.94$1.87$2.81
2021Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$11.9$3.61$8.30
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.01$3.37$3.37
2019Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$0.63$2.48$3.11
2018Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$0.36$1.92$2.28
2017Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$0.59$2.38$1.79