Civic Intelligence

Wharton Memorial Foundation

990T • Fiscal year 2020 • EIN 54-1807995

Jan 01, 2020 to Dec 31, 2020 • Filed on May 31, 2022

PO Box 713Bedford, VA 24523

(540) 586-3245

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$1.5M$1.0M$500K$0Assets 2010: $576,739Liabilities 2010: $82,271Net Assets 2010: $494,4682010Assets 2011: $584,938Liabilities 2011: $79,263Net Assets 2011: $505,6752011Assets 2012: $594,496Liabilities 2012: $69,801Net Assets 2012: $524,6952012Assets 2013: $554,525Liabilities 2013: $64,410Net Assets 2013: $490,1152013Assets 2014: $673,144Liabilities 2014: $65,871Net Assets 2014: $607,2732014Assets 2015: $1,029,687Liabilities 2015: $51,627Net Assets 2015: $978,0602015Assets 2016: $167,260Liabilities 2016: $32,112Net Assets 2016: $135,1482016Assets 2017: $168,325Liabilities 2017: $16,663Net Assets 2017: $151,6622017Assets 2018: $174,645Liabilities 2018: $5,666Net Assets 2018: $168,9792018Assets 2019: $195,542Liabilities 2019: $2,740Net Assets 2019: $192,8022019Assets 2020: $200,326Liabilities 2020: $5,204Net Assets 2020: $195,1222020Assets 2021: $213,458Liabilities 2021: $2,740Net Assets 2021: $210,7182021Assets 2022: $208,089Liabilities 2022: $2,260Net Assets 2022: $205,8292022Assets 2023: $209,153Liabilities 2023: $2,260Net Assets 2023: $206,8932023Assets 2024: $198,292Liabilities 2024: $2,260Net Assets 2024: $196,0322024

Latest loaded filing

2024

Assets$198,292
Liabilities$2,260
Net Assets$196,032

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $111,0122010Expenses 2011: $115,3472011Expenses 2012: $120,7822012Revenue 2013: $102,287Expenses 2013: $126,287Net Income 2013: -$24,0002013Revenue 2014: $240,635Expenses 2014: $123,763Net Income 2014: $116,8722014Revenue 2015: $465,071Expenses 2015: $99,584Net Income 2015: $365,4872015Revenue 2016: $298,003Expenses 2016: $92,695Net Income 2016: $205,3082016Revenue 2017: $23,685Expenses 2017: $7,171Net Income 2017: $16,5142017Revenue 2018: $44,237Expenses 2018: $26,920Net Income 2018: $17,3172018Revenue 2019: $31,806Expenses 2019: $15,982Net Income 2019: $15,8242019Revenue 2020: $12,000Expenses 2020: $9,680Net Income 2020: $2,3202020Revenue 2021: $30,002Expenses 2021: $14,406Net Income 2021: $15,5962021Revenue 2022: $4,289Expenses 2022: $9,178Net Income 2022: -$4,8892022Revenue 2023: $12,305Expenses 2023: $11,241Net Income 2023: $1,0642023Revenue 2024: $4,787Expenses 2024: $15,648Net Income 2024: -$10,8612024

Latest loaded filing

2024

Revenue$4,787
Expenses$15,648
Net Income-$10,861
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 31, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

To honor and continue the gardening legacies of mrs. Louise bibb wharton and mrs. Eloise gregory, to encourage interest in horticulture through the creation and maintenance of public gardens, and to promote the development of north bridge street in the town of bedford as a cultural and historic area through our gardening, our restoration of an historic structure built by john wharton, and our support of the programs of the bedford central library, the bedford historic society and other neighboring institutions.

Filing and Contact Details

Filer

Filer Name
Wharton Memorial Foundation
EIN
54-1807995
Phone
5405863245
Address
PO BOX 713, BEDFORD, VA 24523

Signing Officer

Name
Robin Wood
Title
Treasurer
Phone
5405863245
Signed
2022-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Doyle & Hilton Llp
Address
PO BOX 800, LYNCHBURG, VA 24505-0800
Preparer
Amy a Gallagher CPA
Phone
4348467611
Raw XML Appendix101 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.00$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.03$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.20$0.01$0.01$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.19$0.03$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.17$0.04$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.02$0.15$0.02$0.01$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.03$0.14$0.30$0.09$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.98$0.47$0.10$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.07$0.61$0.24$0.12$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.55$0.06$0.49$0.10$0.13$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.07$0.52$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.08$0.51$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.08$0.49$0.11