Civic Intelligence

William & Muriel Elliott Foundation

990PF • Fiscal year 2012 • EIN 27-3855059

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

Organization Profile
C/O Bryn Mawr Trust CO 1 EChocolate Ave No 20017033
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.

2012 filings • $5M-$10M 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

74th percentile

$22,669

Higher top officer pay than 74% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

99th percentile

228%

Faster asset growth than 99% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$6,896,690

Up $4,796,320 (+228%) from 2011

Net Assets

Up

$6,896,690

Up $4,796,320 (+228%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$586,191

Up $482,954 (+468%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,100,370Liabilities 2011: $0Net Assets 2011: $2,100,3702011Assets 2012: $6,896,690Liabilities 2012: $0Net Assets 2012: $6,896,6902012Assets 2013: $7,060,489Liabilities 2013: $0Net Assets 2013: $7,060,4892013Assets 2014: $5,338,302Liabilities 2014: $0Net Assets 2014: $5,338,3022014Assets 2015: $3,808,836Liabilities 2015: $0Net Assets 2015: $3,808,8362015Assets 2016: $2,795,380Liabilities 2016: $0Net Assets 2016: $2,795,3802016

Highlighted filing

2012

Assets$6,896,690
Liabilities$0
Net Assets$6,896,690
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $103,2372011Expenses 2012: $586,1912012Revenue 2013: $269,950Expenses 2013: $501,269Net Income 2013: -$231,3192013Revenue 2014: $263,624Expenses 2014: $1,985,811Net Income 2014: -$1,722,1872014Revenue 2015: $1,087,365Expenses 2015: $2,616,831Net Income 2015: -$1,529,4662015Revenue 2016: $1,509,255Expenses 2016: $2,522,711Net Income 2016: -$1,013,4562016

Highlighted filing

2012

Revenue-
Expenses$586,191
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYN MAWR TRUST COTrustee-$22,669-$22,669
WILLIAM L MCKERNANTrustee-$5,643-$5,643
KATHERINE D ELLIOTTTrustee-$5,637-$5,637
NEIL E CASSTrustee-$5,597-$5,597
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantARTHRITIS FOUNDATIONCHARITABLE USEPUBLIC CHARITYATLANTA, GA, US$250,000
Paid GrantEDUCATION THROUGH MUSICEDUCATIONALPUBLIC CHARITYNEW YORK, NY, US$125,000
Paid GrantDREXEL UNIVERSITYCHARITABLE USESCHOOLPHILADELPHIA, PA, US$100,000
Paid GrantFRIENDS SCHOOLMULLICA HILL GIFTSCHOOLBALTIMORE, MD, US$10,000
Filing and Contact Details

Filer

EIN
27-3855059
Raw XML AppendixShowing 400 of 402 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
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0174112
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0181717
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue02939223
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV04150324
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal02115569
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV02328613
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV00
InvestmentsOtherSchedule2/InvestmentsOther/BookValue00
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1757320
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0REAL ESTATE INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1MUTUAL FUNDS- FIXED
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV00
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1761570
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0119392
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-377233
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount059
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount07548
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0-250234
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-250234
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps033324
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm06222
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss039546
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0485000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0485000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss05632745
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm076640
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0119392
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses04796320
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01743052
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss059
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps030728
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm030728
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss061456
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-377233
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome039359
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0194
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss07548
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0196
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0549052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm037340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0586191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome076699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses05382511
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps064052
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm037340
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0101191
IRS990PF/BalanceSheets/CapitalStockBOY02100370
IRS990PF/BalanceSheets/CapitalStockEOY06792767
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY00
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0174112
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0181717
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02939223
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV04150324
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY00
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY02115569
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV02328613
IRS990PF/BalanceSheets/InvestmentsOtherBOY02050000
IRS990PF/BalanceSheets/InvestmentsOtherEOY0757320
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0761570
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY0103923
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY050370
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0910466
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0910466
IRS990PF/BalanceSheets/TotalAssetsBOY02100370
IRS990PF/BalanceSheets/TotalAssetsEOY06896690
IRS990PF/BalanceSheets/TotalAssetsEOYFMV08332690
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02100370
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY06896690
IRS990PF/BalanceSheets/TotalNetAssetsBOY02100370
IRS990PF/BalanceSheets/TotalNetAssetsEOY06896690
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-377228
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis050106
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11153301
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2916878
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SALE OF FLORIDA CONDO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2SALE OF PA CONDO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3WILLIAMS PARTNERS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-225852
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-156291
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss44941
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-225852
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-156291
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses44941
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice050075
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1927449
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2760587
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice44941
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses04796320
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal06896690
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02100370
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY06896690
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0271563
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0271563
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0271563
IRS990PF/DistributableAmount/MinimumInvestmentReturn0271957
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0394
IRS990PF/DistributableAmount/TotalTax0394
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0394
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0394
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0394
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0394
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY08332690
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets05521967
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0658689
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04863278
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable082830
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0271957
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets05439137
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets05521967
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation05637
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation15597
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation25643
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation322669
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KATHERINE D ELLIOTT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NEIL E CASS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2WILLIAM L MCKERNAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3BRYN MAWR TRUST CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1017 MASTERTON ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O DUANE MORRIS LLP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121133 DEKALB PIKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131 E CHOCOLATE AVE STE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BRONXVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1PHILADELPHIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2BLUE BELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3HERSHEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode010708
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode119103
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode219422
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode317033
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct037549
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets037155
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.006831
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.006831
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets05439137
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101885928
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0394
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0549052
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1012882
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.006831
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0548658
IRS990PF/QualifyingDistributions/ExpensesAndContributions0549052
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0394
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0549052
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BRYN MAWR TRUST CO
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06105814703
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 E CHOCOLATE AVE STE 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HERSHEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode017033
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors01
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2250000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3125000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1MULLICA HILL GIFT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10DREXEL UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FRIENDS SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ARTHRITIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13EDUCATION THROUGH MUSIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103141 CHESTNUT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115114 N CHARLES STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121330 W PEACHTREET STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13122 E 42ND ST STE 1501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BALTIMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode121210
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode230309
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode310168
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0485000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0271563
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1085870
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0271563
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0191619
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0191619
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0549052
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0191619
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0191619
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear085870
IRS990ScheduleB/ContributorInfo/AggregateContributions05632745
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10C/O DUANE MORRIS LLP 30 S 17TH ST
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0PHILADELPHIA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0PA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode019103
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0MURIEL D ELLIOTT DECLARATION OF TRU
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02012-06-25
IRS990ScheduleB/NoncashProperty/FairMarketValue06331058
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/Organization501c3ExemptPF0X
LegalFeesSchedule/LegalFees/Amount061456
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps030728
LegalFeesSchedule/LegalFees/NetInvestmentIncome030728
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome03200
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome12739
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome21609
OtherIncomeSchedule2/OtherIncome/Description0PARTNERSHIP DISTRIBUTION- WILLIAMS PARTNERS LP
OtherIncomeSchedule2/OtherIncome/Description1PARTNERSHIP DISTRIBUTION- KINDER MORGAN
OtherIncomeSchedule2/OtherIncome/Description2PARTNERSHIP DISTRIBUTION- ENERGY TRANSFER
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome10
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome20
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks03200
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks12739
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks21609
SubstantialContributorsSch/SubstantialContributor/PersonName0MURIEL D ELLIOTT DECLARATION OF TRU
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine10C/O DUANE MORRIS LLP 30 S 17TH ST
SubstantialContributorsSch/SubstantialContributor/USAddress/City0PHILADELPHIA
SubstantialContributorsSch/SubstantialContributor/USAddress/State0PA
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode019103
TaxesSchedule/Taxes/Amount0189
TaxesSchedule/Taxes/Category0FOREIGN WITHHOLDING TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0196
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0273855059
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM & MURIEL ELLIOTT FOUNDATION
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone06105814703
ReturnHeader/Filer/USAddress/AddressLine10C/O BRYN MAWR TRUST CO 1 E
ReturnHeader/Filer/USAddress/AddressLine20CHOCOLATE AVE NO 200
ReturnHeader/Filer/USAddress/City0HERSHEY
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017033
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0JENNIFER L MILLER
ReturnHeader/Officer/Phone06105814703
ReturnHeader/Officer/Title0VP & TAX MANAGER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31

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
$6,896,690
Liabilities
$0
Net assets
$6,896,690
Revenue
-
Expenses
$586,191
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$1.51$2.52$1.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.00$3.81$1.09$2.62$1.53
2014Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.26$1.99$1.72
2013Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.27$0.50$0.23
2012Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.59
2011Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.10