Civic Intelligence

William C and Jeanne Whitmore Foundation

EIN 82-3512320 • Wayne, PA

321 Saint Davids RdWayne, PA 19087
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

6th percentile

-376%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-73%

Faster revenue growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $2,463,896 (-100%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Net Assets

Down

$0

Down $2,463,896 (-100%) from 2021

Revenue

Down

$35,232

Down $96,313 (-73%) from 2021

Expenses

Down

$167,698

Down $282,095 (-63%) from 2021

Net Income

Up

-$132,466

Up $185,782 (+58%) from 2021

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2018: $1,355,120Liabilities 2018: $0Net Assets 2018: $1,355,1202018Assets 2019: $2,639,884Liabilities 2019: $1Net Assets 2019: $2,639,8842019Assets 2020: $2,782,321Liabilities 2020: $177Net Assets 2020: $2,782,1442020Assets 2021: $2,463,896Liabilities 2021: $1Net Assets 2021: $2,463,8962021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2018: $97,611Expenses 2018: $266,357Net Income 2018: -$168,7462018Revenue 2019: $1,540,048Expenses 2019: $255,284Net Income 2019: $1,284,7642019Revenue 2020: $492,601Expenses 2020: $350,341Net Income 2020: $142,2602020Revenue 2021: $131,545Expenses 2021: $449,793Net Income 2021: -$318,2482021Revenue 2022: $35,232Expenses 2022: $167,698Net Income 2022: -$132,4662022

Highlighted filing

2022

Revenue$35,232
Expenses$167,698
Net Income-$132,466

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM C WHITMORETrustee-$0--
JEANNE L WHITMORETrustee-$0--
Filing and Contact Details

Filer

Filer Name
William C and Jeanne Whitmore Foundation
EIN
82-3512320
Phone
6102120377
Address
321 SAINT DAVIDS RD, WAYNE, PA 19087

Signing Officer

Name
William C Whitmore
Title
Trustee
Phone
6102120377
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Savran Benson Llp
Address
ONE BALA PLAZA SUITE 640, BALA CYNWYD, PA 19004
Preparer
Mitchell Benson
Phone
6106646400
Raw XML Appendix317 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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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0ALL ASSETS WERE TRANSFERRED TO A DONOR ADVISED FUND ON 12/01/22.THE DAF IS NAMED BILL AND JEANNE WHITMORE FAMILY FOUNDATION C/O THE FUND FOR CHARITABLE GIVING
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM C WHITMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEANNE L WHITMORE
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0297518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0233108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0188504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0191729
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0961406
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0297518
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0233108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0188504
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0191729
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0162850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050547
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0961406
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0910859
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0ASSETS OF FOUNDATION WERE TRANSFERRED TO A DONOR ADVISED FUND ON DECEMBER 1ST 2022. FOUNDATION WAS LIQUIDATED AS OF 12/31/22.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0222
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EXCHANGE (DIFF IN FMV)
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02331430
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ASSETS TRANSFERRED TO DONOR ADVISED FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04633
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04632
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09265
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WILLIAM AND JEANNE WHITMORE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0321 SAINT DAVIDS RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WAYNE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd019087
TaxesSchedule/TaxesDetail/Amt0397
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0199
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0198
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C WHITMORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06102120377
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM C AND JEANNE WHITMORE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0823512320
ReturnHeader/Filer/PhoneNum06102120377
ReturnHeader/Filer/USAddress/AddressLine1Txt0321 SAINT DAVIDS RD
ReturnHeader/Filer/USAddress/CityNm0WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019087
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232440252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVRAN BENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BALA PLAZA SUITE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106646400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL BENSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-13T14:32:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITMORE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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