Civic Intelligence

Palmetto Bluff Foundation Inc

EIN 41-2128551 • 501(c)3 • Bluffton, SC

Profile

To preserve and protect the natural environment of the palmetto bluff community.

Refreshing map…

655 Old Moreland RoadBluffton, SC 29910

n/A

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.04x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.12x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

19%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$7,666,060

Up $1,230,956 (+19%) from 2023

Liabilities

Down

$275,148

Down $53,860 (-16%) from 2023

Net Assets

Up

$7,390,912

Up $1,284,816 (+21%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin91st percentile

Revenue

Up

$2,334,826

Up $367,785 (+19%) from 2023

Expenses

Down

$1,050,010

Down $185,687 (-15%) from 2023

Net Income

Up

$1,284,816

Up $553,472 (+76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $1,291,146Liabilities 2010: $448,066Net Assets 2010: $843,0802010Assets 2011: $1,297,059Liabilities 2011: $497,392Net Assets 2011: $799,6672011Assets 2012: $1,232,494Liabilities 2012: $369,330Net Assets 2012: $863,1642012Assets 2013: $1,268,318Liabilities 2013: $354,454Net Assets 2013: $913,8642013Assets 2014: $1,471,493Liabilities 2014: $332,588Net Assets 2014: $1,138,9052014Assets 2015: $1,754,515Liabilities 2015: $329,692Net Assets 2015: $1,424,8232015Assets 2016: $1,809,637Liabilities 2016: $170,996Net Assets 2016: $1,638,6412016Assets 2017: $1,802,152Liabilities 2017: -$17,088Net Assets 2017: $1,819,2402017Assets 2018: $2,288,725Liabilities 2018: $73,462Net Assets 2018: $2,215,2632018Assets 2019: $2,603,258Liabilities 2019: $51,155Net Assets 2019: $2,552,1032019Assets 2020: $3,423,993Liabilities 2020: $134,736Net Assets 2020: $3,289,2572020Assets 2021: $4,799,581Liabilities 2021: $131,204Net Assets 2021: $4,668,3772021Assets 2022: $5,565,654Liabilities 2022: $190,902Net Assets 2022: $5,374,7522022Assets 2023: $6,435,104Liabilities 2023: $329,008Net Assets 2023: $6,106,0962023Assets 2024: $7,666,060Liabilities 2024: $275,148Net Assets 2024: $7,390,9122024

Highlighted filing

2024

Assets$7,666,060
Liabilities$275,148
Net Assets$7,390,912
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $296,7992010Expenses 2011: $250,9712011Expenses 2012: $265,4292012Revenue 2013: $342,934Expenses 2013: $293,111Net Income 2013: $49,8232013Revenue 2014: $614,248Expenses 2014: $388,746Net Income 2014: $225,5022014Revenue 2015: $616,398Expenses 2015: $329,627Net Income 2015: $286,7712015Revenue 2016: $622,291Expenses 2016: $408,473Net Income 2016: $213,8182016Revenue 2017: $839,038Expenses 2017: $658,439Net Income 2017: $180,5992017Revenue 2018: $1,138,983Expenses 2018: $742,960Net Income 2018: $396,0232018Revenue 2019: $1,158,098Expenses 2019: $821,258Net Income 2019: $336,8402019Revenue 2020: $1,541,027Expenses 2020: $803,873Net Income 2020: $737,1542020Revenue 2021: $2,212,912Expenses 2021: $833,792Net Income 2021: $1,379,1202021Revenue 2022: $1,817,104Expenses 2022: $1,110,729Net Income 2022: $706,3752022Revenue 2023: $1,967,041Expenses 2023: $1,235,697Net Income 2023: $731,3442023Revenue 2024: $2,334,826Expenses 2024: $1,050,010Net Income 2024: $1,284,8162024

Highlighted filing

2024

Revenue$2,334,826
Expenses$1,050,010
Net Income$1,284,816
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,666,060
Liabilities
$275,148
Net assets
$7,390,912
Revenue
$2,334,826
Expenses
$1,050,010
Net income
$1,284,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.67$0.28$7.39$2.33$1.05$1.28
2023Summary only. Only limited summary data is available for this year.$6.44$0.33$6.11$1.97$1.24$0.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.57$0.19$5.37$1.82$1.11$0.71
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.13$4.67$2.21$0.83$1.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.13$3.29$1.54$0.80$0.74
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.05$2.55$1.16$0.82$0.34
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.07$2.22$1.14$0.74$0.40
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.02$1.82$0.84$0.66$0.18
2016Summary only. Only limited summary data is available for this year.$1.81$0.17$1.64$0.62$0.41$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.33$1.42$0.62$0.33$0.29
2014Summary only. Only limited summary data is available for this year.$1.47$0.33$1.14$0.61$0.39$0.23
2013Summary only. Only limited summary data is available for this year.$1.27$0.35$0.91$0.34$0.29$0.05
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.37$0.86$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.50$0.80$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.45$0.84$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$2,363,577
Mission and Program Overview

Mission

To preserve and protect the natural environment of the palmetto bluff community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,488,035$3,195,921▲ $707,886
Investments Other Securities$2,183,787$2,638,135▲ $454,348
Land, Buildings, and Equipment, Net$1,375,007$1,329,963▼ $45,044
Other Notes and Loans Receivable, Net$192,851$347,266▲ $154,415
Prepaid Expenses and Deferred Charges$23,645$25,723▲ $2,078
Accounts Receivable$4,300$600▼ $3,700
Total Assets$6,435,104$7,666,060▲ $1,230,956
Other Assets Total$167,479$128,452▼ $39,027
Liabilities
Other Liabilities$310,523$253,338▼ $57,185
Accounts Payable and Accrued Expenses$18,485$21,810▲ $3,325
Total Liabilities$329,008$275,148▼ $53,860
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,134,045$6,199,698▲ $1,065,653
Net Assets With Donor Restrictions$972,051$1,191,214▲ $219,163
Total Net Assets Fund Balance$6,106,096$7,390,912▲ $1,284,816
Total Liabilities and Net Assets / Fund Balance$6,435,104$7,666,060▲ $1,230,956

Asset Categories

AssetBook ValueDepreciationBasis
Land$956,545--
Equipment$373,418$341,795-
Other Securities$2,417,117--
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Patricia R KennedyPresident
Michael DuusVice President
M Troy LucasDirector
Mark PolitesDirector
Steven CarterDirector
Will CulpDirector
Stephanie GentemannSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$242,932
Program Service Revenue
$1,874,351
Investment Income
$202,749
Other Revenue
$14,794
All Other Contributions
$242,932
Change in Net Assets
$1,284,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,050,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$73,450-$73,450
Advertising-$70,281-$70,281
Office Expenses-$66,504-$66,504
Insurance$15,159$46,363-$61,522
All Other Expenses$43,805$14,558-$58,363
Other Expenses$40,662$41,556-$40,662
Depreciation Depletion$28,432--$28,432
Fees for Services Legal-$4,077-$4,077
Total Functional Expenses$733,221$316,789$0$1,050,010
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Pb Company$136,991
Lease Liabilities$116,347
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The entire board of directors of the organization review and formally approve the form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Palmetto Bluff Foundation Inc
EIN
41-2128551
Phone
8437065533
Address
655 OLD MORELAND ROAD, BLUFFTON, SC 29910

Signing Officer

Name
Stephanie Gentemann
Title
Secretary/treasurer
Phone
8437065533
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia R Kennedy
Formed
2004
Legal Domicile
Sc
Voting Board Members
7
Independent Board Members
2
Employees
0
Volunteers
11

Preparer

Firm
Symphona Llp
Address
1050 CROWN POINTE PKWY STE 810, ATLANTA, GA 30338
Preparer
Emily R Shinn
Phone
6782421300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation has been granted an exemption from federal income taxes under section 501(a) of the internal revenue code (irc) as an organization described in section 501(c)(3), and further is a 509(a)(3) type 1 supporting organization as defined by the irc. The internal revenue service has classified the foundation as a nonprofit other than a private foundation. No provision for income taxes was required for the years ended december 31, 2023 and 2022, as the foundation had no unrelated business income. The fasb requires management to annually evaluate the foundation's tax positions, including accounting and measurement of uncertain tax positions. For the years ending december 31, 2023 and 2022, management concluded that no uncertain tax positions had been taken that requires adjustment to or disclosure in the financial statements. With few exceptions, the foundation is no longer subject to income tax examinations by federal, state, or local tax authorities for years before 2020.”

Raw XML AppendixShowing 400 of 442 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
IRS990/AccountantCompileOrReviewInd00
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/PhoneNum08437065533
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0655 OLD MORELAND ROAD
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IRS990/DonorRstrOrQuasiEndowmentsInd00
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IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0637738
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IRS990/Form990PartVIISectionAGrp/PersonNm5M TROY LUCAS
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023645
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025723
IRS990/PrincipalOfficerNm0PATRICIA R KENNEDY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0110000
IRS990/ProgramServiceRevenueGrp/BusinessCd1110000
IRS990/ProgramServiceRevenueGrp/BusinessCd2110000
IRS990/ProgramServiceRevenueGrp/Desc0CONSERVATION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1WILDLIFE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2EVENTS/PROGRAMS REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01449010
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1304986
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2120355
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01449010
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1304986
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2120355
IRS990/ProgSrvcAccomActy2Grp/Desc0ORGANIZE PROGRAMS, EDUCATION AND EVENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026712
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0120355
IRS990/ProgSrvcAccomActy3Grp/Desc0MANAGE WILDLIFE IN THE PALMETTO BLUFF AREA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt068771
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0304986
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0444499
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0111999
IRS990/PYOtherExpensesAmt01235697
IRS990/PYOtherRevenueAmt09964
IRS990/PYProgramServiceRevenueAmt01400579
IRS990/PYRevenuesLessExpensesAmt0731344
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01235697
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01967041
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01284816
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01443054
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NORTH AMERICAN LAND TRUST (NALT) IS A NON-PROFIT CORPORATION, HAVING A TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 AND HAS BEEN DESIGNATED AS A PUBLIC CHARITY UNDER SECTION 170(B)(1)(A)(VI) FOR THE PURPOSE OF PRESERVING AND CONSERVING NATURAL HABITATS AND ENVIRONMENTALLY SENSITIVE AREAS AND FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES; AND NALT IS ALSO A "QUALIFIED ORGANIZATION" UNDER SECTION 170(H)(3). PALMETTO BLUFF FOUNDATION (PBC) IS A NON-PROFIT CORPORATION, BEING DESIGNATED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3). PALMETTO BLUFF DEVELOPMENT, LLC CONVEYED CONSERVATION PROPERTY EASEMENTS TO NALT WITH CERTAIN REAL ESTATE LOCATED IN BLUFFTON, SOUTH CAROLINA. PBC HOLDS THE FEE TITLE TO MOST OF THIS PROPERTY AND PROVIDES STEWARDSHIP TO THE PROPERTY. IN ADDITION, PBC EDUCATES THE GENERAL PUBLIC REGARDING CONSERVATION AND OPEN SPACE PLANNING AND MANAGEMENT. IT SERVES AS A LIAISON AND WORKS WITH CONSERVANCIES, HISTORICAL PRESERVATION ORGANIZATIONS, AND LOCAL, COUNTY, AND STATE GOVERNMENTS. THESE ACTIVITIES SUPPORT NALT'S CONSERVATION AND PRESERVATION PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART I, LINE 12 (G)
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0232698266
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTH AMERICAN LAND TRUST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0373418
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0341795
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0715213
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0956545
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0956545
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0136991
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1116347
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO PB COMPANY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0221018
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12417117
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS (RESTRICTED)
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENTS (BOARD DESIGNATED)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), AND FURTHER IS A 509(A)(3) TYPE 1 SUPPORTING ORGANIZATION AS DEFINED BY THE IRC. THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE FOUNDATION AS A NONPROFIT OTHER THAN A PRIVATE FOUNDATION. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AS THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THE FASB REQUIRES MANAGEMENT TO ANNUALLY EVALUATE THE FOUNDATION'S TAX POSITIONS, INCLUDING ACCOUNTING AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. FOR THE YEARS ENDING DECEMBER 31, 2023 AND 2022, MANAGEMENT CONCLUDED THAT NO UNCERTAIN TAX POSITIONS HAD BEEN TAKEN THAT REQUIRES ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01329963
IRS990ScheduleD/TotalBookValueSecuritiesAmt02638135
IRS990ScheduleD/TotalLiabilityAmt0253338
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENTIRE BOARD OF DIRECTORS OF THE ORGANIZATION REVIEW AND FORMALLY APPROVE THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NORTH AMERICAN LAND TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0232698266
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONSERVAT.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 HICKORY HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHADDS FORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019317
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06435104
IRS990/TotalAssetsEOYAmt07666060
IRS990/TotalAssetsGrp/BOYAmt06435104
IRS990/TotalAssetsGrp/EOYAmt07666060
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0242932
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0316789
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0733221
IRS990/TotalFunctionalExpensesGrp/TotalAmt01050010
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0329008
IRS990/TotalLiabilitiesEOYAmt0275148
IRS990/TotalLiabilitiesGrp/BOYAmt0329008
IRS990/TotalLiabilitiesGrp/EOYAmt0275148
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06106096
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07390912
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0733221
IRS990/TotalProgramServiceRevenueAmt01874351
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0223499
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01868395
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02334826
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06435104
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07666060

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