Civic Intelligence

W H L Charities Inc.

990PF • Fiscal year 2012 • EIN 54-1577662

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 23, 2013

50 South Cameron Street22601-4726
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$90,920

Up $9,861 (+12%) from 2010

Net Assets

Up

$90,920

Up $9,861 (+12%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,090

Up $28 (+0.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $81,059Liabilities 2010: $0Net Assets 2010: $81,0592010Assets 2012: $90,920Liabilities 2012: $0Net Assets 2012: $90,9202012Assets 2013: $91,469Liabilities 2013: $0Net Assets 2013: $91,4692013Assets 2014: $106,296Liabilities 2014: $0Net Assets 2014: $106,2962014Assets 2015: $144,635Liabilities 2015: $0Net Assets 2015: $144,6352015Assets 2016: $135,539Liabilities 2016: $0Net Assets 2016: $135,5392016Assets 2017: $191,137Liabilities 2017: $0Net Assets 2017: $191,1372017Assets 2019: $190,271Liabilities 2019: $0Net Assets 2019: $190,2712019Assets 2020: $203,172Liabilities 2020: $0Net Assets 2020: $203,1722020

Highlighted filing

2012

Assets$90,920
Liabilities$0
Net Assets$90,920

Operations Trend

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $3,0622010Expenses 2012: $3,0902012Revenue 2013: $6,366Expenses 2013: $5,817Net Income 2013: $5492013Revenue 2014: $24,676Expenses 2014: $9,849Net Income 2014: $14,8272014Revenue 2015: $46,282Expenses 2015: $7,943Net Income 2015: $38,3392015Revenue 2016: $1,404Expenses 2016: $10,500Net Income 2016: -$9,0962016Revenue 2017: $63,112Expenses 2017: $7,514Net Income 2017: $55,5982017Revenue 2019: $9,006Expenses 2019: $13,031Net Income 2019: -$4,0252019Revenue 2020: $25,530Expenses 2020: $12,629Net Income 2020: $12,9012020

Highlighted filing

2012

Revenue-
Expenses$3,090
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 23, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP BETTENDUFFPresident-$0--
MARSHALL J BEVERLEYSecretary / Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantURSINUS COLLEGESCHOLARSHIP-COLLEGEVILLE, PA, US$1,500
Paid GrantLORD FAIRFAX COMMUNITY COLLEGESCHOLARSHIP-MIDDLETOWN, VA, US$1,500
Filing and Contact Details

Filer

EIN
54-1577662
Raw XML AppendixShowing 400 of 467 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
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2960
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue3899
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue42001
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue51971
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue60
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue70
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue80
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue95001
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV21002
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV31195
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV42230
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV52354
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV60
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV70
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV80
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV95271
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0GOLDMAN SACHS GROUP INC MW+20BP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1CATERPILLAR FIN SVS CORP NTS B/E
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2GEN ELEC CAP CORP B/E
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3CATERPILLAR FINL SVC MED TERM NTS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4BB & T CORP NTS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5TARGET CORP MWT
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6CIT GROUP B/E 7.0% 5/1/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7CIT GROUP B/E 7.0% 5/1/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8CIT GROUP B/E 7.0% 5/1/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9SLM CORP MEDIUM TERM NTS MED TERM NT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue017
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0464
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CIT GROUP INC
InvestmentsOtherSchedule2/InvestmentsOther/BookValue00
InvestmentsOtherSchedule2/InvestmentsOther/BookValue111961
InvestmentsOtherSchedule2/InvestmentsOther/BookValue20
InvestmentsOtherSchedule2/InvestmentsOther/BookValue30
InvestmentsOtherSchedule2/InvestmentsOther/BookValue411714
InvestmentsOtherSchedule2/InvestmentsOther/BookValue50
InvestmentsOtherSchedule2/InvestmentsOther/BookValue65061
InvestmentsOtherSchedule2/InvestmentsOther/BookValue710994
InvestmentsOtherSchedule2/InvestmentsOther/BookValue810617
InvestmentsOtherSchedule2/InvestmentsOther/BookValue910923
InvestmentsOtherSchedule2/InvestmentsOther/BookValue106255
InvestmentsOtherSchedule2/InvestmentsOther/BookValue115083
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0AMERICAN FUNDS GROWTH FUND OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1BLACKROCK EQUITY DIVIDEND FUND C
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2MFS INTERNATIONAL VALUE FUND CLASS C
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3INVESCO SMALL COMPANIES FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4COLUMBIA ACORN FUND CLASS C
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5COLUMBIA VALUE AND RESTRUCTURING FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6OPPENHEIMER DEVELOPING MARKETS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7PIMCO TOTAL RETURN CLASS C
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8PIMCO REAL RETURN FUND CLASS C
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9INVESCO SELECT COMPANIES FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10CALAMOS GROWTH AND INCOME FUND CLASS C
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11LORD ABBETT BOND-DEBENTURE FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV00
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV115065
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV20
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV30
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV412860
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV50
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV66081
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV711072
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV810770
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV913946
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV106282
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV115216
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01312
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount02955
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0743
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount05010
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA05010
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm02955
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss07399
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01312
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01312
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses09319
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice022906
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0743
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0743
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss02955
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome05010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss025
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps03025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome05010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses012409
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss090
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY08613
IRS990PF/BalanceSheets/CashEOY07463
IRS990PF/BalanceSheets/CashEOYFMV07463
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY015289
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY010832
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV012052
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY017
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY017
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0464
IRS990PF/BalanceSheets/InvestmentsOtherBOY057682
IRS990PF/BalanceSheets/InvestmentsOtherEOY072608
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV081292
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY081601
IRS990PF/BalanceSheets/RetainedEarningsEOY090920
IRS990PF/BalanceSheets/TotalAssetsBOY081601
IRS990PF/BalanceSheets/TotalAssetsEOY090920
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0101271
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY081601
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY090920
IRS990PF/BalanceSheets/TotalNetAssetsBOY081601
IRS990PF/BalanceSheets/TotalNetAssetsEOY090920
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome02955
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis21000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis319
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis46684
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis539
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis6214
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7357
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis85028
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis94110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-10-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0500 SHS CIT GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12000 CATERPILLER FINL SVC S CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21000 SHS GOLDMAN SACHS GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30.416 SHS COLUMBIA VALUE AND RESTRUCTURING FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4217.305 SHS THE GROWTH FUND OF AMERICA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52.292 SHS MFS INTERNATIONAL VALUE FUND CLASS C
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6214 SHS CIT GROPU INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7357 SHS CIT GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8112.573 SHS COLUMBIA VALUE AND RESTRUCTURING FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9240.961 SHS MFS INTERNATIONAL VALUE FUND CLASS C
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss511
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8183
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss91177
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss102021
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses511
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8183
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses91177
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses102021
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice319
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice46247
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice550
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6214
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice7357
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice85211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice95287
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice102021
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses09319
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal090920
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY081601
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY090920
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04536
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04536
IRS990PF/DistributableAmount/DistributableAmountBeforeDed04536
IRS990PF/DistributableAmount/MinimumInvestmentReturn04636
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0100
IRS990PF/DistributableAmount/TotalTax0100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0101271
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets094132
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances07949
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities086183
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01412
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn04636
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets092720
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets094132
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PHILIP BETTENDUFF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARSHALL J BEVERLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY / TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1050 SOUTH CAMERON STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1150 SOUTH CAMERON STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WINCHESTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WINCHESTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode022601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode122601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct03420
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets03370
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.036346
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.035092
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.036929
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.028162
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.041515
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.040032
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets092720
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1086201
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2081913
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3071906
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4072865
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5075565
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome050
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions03025
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear103025
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear203025
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear302025
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear403025
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear503025
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.181730
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions03025
IRS990PF/QualifyingDistributions/ExpensesAndContributions03025
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions03025
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MARSHALL J BEVERLEY JR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05406782711
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10850 DICKS HOLLOW ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINCHESTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0VA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode022603
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/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0VA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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/PayCompensationToDsqflyPerson00
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/UndistributedIncomePriorYear102011
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202010
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears01
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied01
IRS990PF/SummaryOfDirectCharitableActy/Description10SCHOLARSHIPS TO COLLEGE STUDENTS (2)
IRS990PF/SummaryOfDirectCharitableActy/Expenses103000
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SCHOLARSHIP APPLICATION FROM LOCAL HIGH SCHOOLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0PHILIP BETTENDUFF
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05406782711
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10300 WALKER STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WINCHESTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode022601
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0LOCAL HIGH SCHOOLS AND LIONS CLUB CHARITIES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10URSINUS COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11LORD FAIRFAX COMMUNITY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10601 E MAIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11173 SKIRMISHER LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0COLLEGEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MIDDLETOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019426
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode122645
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear03000
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings