BETA

MERION FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MERION FOUNDATION (EIN 20-5374661)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-05-05
IRS object ID
202531259349102363
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-05T15:34:34-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232194268PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOOLARD KRAJNIK MASCIANGELO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 W WELSH POOL ROADAddressLine1Txt
CityEXTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205374661EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MERION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERIBusinessNameControlTxt
Phone6106641267PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 HAZELHURST AVENUEAddressLine1Txt
CityMERION STATIONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19066ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES ETTELSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6106641267PhoneNum
Signature2025-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK LOUGHRYPreparerPersonNm
PTINP01444525PTIN
Phone6103635200PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,174,436FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Gross Rents Rev And Expnss$136,303GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$136,303GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$136,303GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$59,904NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$1,700OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$1,700OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$138,003TotalRevAndExpnssAmt
Total Net Invst Incm$136,303TotalNetInvstIncmAmt
Total Adj Net Incm$138,003TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$9,661OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,440OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$6,440OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,221OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$16,060InterestRevAndExpnssAmt
Interest Net Invst Incm$10,705InterestNetInvstIncmAmt
Interest Adj Net Incm$10,705InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$5,355InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,450TaxesRevAndExpnssAmt
Taxes Net Invst Incm$950TaxesNetInvstIncmAmt
Taxes Adj Net Incm$950TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$500TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$36,809DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$37,640DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$39,461DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$104,597OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$95,131OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$95,131OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$9,466OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$168,577TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150,866TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$152,687TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,542TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$168,577TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150,866TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$152,687TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$18,542TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,574ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,409CashBOYAmt
Cash EOY$12,114CashEOYAmt
Cash EOYFMV$12,114CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,452,481LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$290,159LandBldgEquipAccumDeprecAmt
Land BOY$1,199,131LandBOYAmt
Land EOY$1,162,322LandEOYAmt
Land EOYFMV$1,162,322LandEOYFMVAmt
Total Assets BOY$1,212,540TotalAssetsBOYAmt
Total Assets EOY$1,174,436TotalAssetsEOYAmt
Total Assets EOYFMV$1,174,436TotalAssetsEOYFMVAmt
Mortgages And Notes Payable BOY$40,000MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$20,319MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$117,299OtherLiabilitiesBOYAmt
Other Liabilities EOY$129,450OtherLiabilitiesEOYAmt
Total Liabilities BOY$157,299TotalLiabilitiesBOYAmt
Total Liabilities EOY$149,769TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,055,241NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,024,667NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,055,241TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,024,667TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,212,540TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,174,436TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,055,241TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,574ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,024,667SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,024,667TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$880EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCELINE O'NEILL MGRIndividualWithBooksNm
Phone6106441267PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1625 HAZELHURST AVENUEAddressLine1Txt
CityMERIONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19066ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJAMES ETTELSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 HAZELHURST AVEAddressLine1Txt
CityMERIONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19066ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CHARITABLE DONATIONS TO COMMUNITY SOCIAL SERVICEORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,980AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,980TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,980AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$195CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,785NetVlNoncharitableAssetsAmt
Minimum Investment Return$639MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,542ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,542QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$128Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$128TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$109Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$109TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$18,542CurrentYearAmt
Year1$17,988Year1Amt
Year2$10,742Year2Amt
Year3$10,245Year3Amt
Total$57,517TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$18,542CurrentYearAmt
Year1$17,988Year1Amt
Year2$10,742Year2Amt
Year3$10,245Year3Amt
Total$57,517TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$426CurrentYearAmt
Year1$85Year1Amt
Year2$63Year2Amt
Year3$935Year3Amt
Total$1,509TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMERION COMMUNITY ASSOCIATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1625 HAZELHURST AVENUEAddressLine1Txt
CityMERIONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19066ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6106641267RecipientPhoneNum
Form And Info And MaterialsLETTER STATING NEED AND PURPOSEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsLOWER MERION COMMUNITY NON-PROFIT ORGANIZATIONS ONLYRestrictionsOnAwardsTxt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$59,904ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCd
CATERER FEES$1,55016
OTHER INCOME$15016

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,700UnrelatedBusinessTaxblIncmAmt
Exclusion$59,904ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,604TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (17 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BALA CYNWYD BUILDING2016-12-31$1,056,911$162,600SL39.000000000000$27,100$27,100$27,100
BATHROOM IMPROVEMENTS2017-09-22$42,937$5,780SL39.000000000000$1,101$1,101$1,101
DECK2017-12-07$19,421$2,531SL39.000000000000$498$498$498
DRAPES2017-08-31$10,865$10,865SL5.000000000000$0$0$0
HVAC2017-11-30$21,950$2,862SL39.000000000000$563$563$563
KITCHEN IMPROVEMENTS2017-11-20$8,844$1,154SL39.000000000000$227$227$227
LAND IMPROVEMENTS2017-04-26$21,086$7,967SL15.000000000000$1,406$1,406$1,406
PAINTING2017-12-06$32,734$4,265SL39.000000000000$839$839$839
PLUMBING2017-10-10$10,042$1,349SL39.000000000000$257$257$257
ROOF IMPROVEMENTS2017-11-22$8,550$1,113SL39.000000000000$219$219$219
CARPENTRY IMPROVEMENTS2017-08-29$27,523$3,765SL39.000000000000$706$706$706
ELECTRICAL IMPROVEMENTS2017-12-06$4,373$569SL39.000000000000$112$112$112
DECK2018-07-16$59,750$6,766SL39.000000000000$1,532$1,532$1,532
ROOF TOP A/C UNIT WITH GAS HEAT2019-06-14$16,700$1,534SL39.000000000000$428$428$428
HVAC2021-07-01$34,500150DB15.000000000000$0$2,300$2,300
CHIMNEY2021-09-01$5,275150DB15.000000000000$0$352$352
ROOF IMPROVEMENTS2022-09-30$71,020$455SL39.000000000000$1,821$0$1,821

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (17 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BALA CYNWYD BUILDING$1,056,911$189,700$867,211$867,211
BATHROOM IMPROVEMENTS$42,937$6,881$36,056$36,056
DECK$19,421$3,029$16,392$16,392
DRAPES$10,865$10,865$0$0
HVAC$21,950$3,425$18,525$18,525
KITCHEN IMPROVEMENTS$8,844$1,381$7,463$7,463
LAND IMPROVEMENTS$21,086$9,373$11,713$11,713
PAINTING$32,734$5,104$27,630$27,630
PLUMBING$10,042$1,606$8,436$8,436
ROOF IMPROVEMENTS$8,550$1,332$7,218$7,218
CARPENTRY IMPROVEMENTS$27,523$4,471$23,052$23,052
ELECTRICAL IMPROVEMENTS$4,373$681$3,692$3,692
DECK$59,750$8,298$51,452$51,452
ROOF TOP A/C UNIT WITH GAS HEAT$16,700$1,962$14,738$14,738
HVAC$34,500$34,500$0$0
CHIMNEY$5,275$5,275$0$0
ROOF IMPROVEMENTS$71,020$2,276$68,744$68,744

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
UTILITIES$14,163$9,442$9,442$4,721
WATER$1,815$1,210$1,210$605
TELEPHONE$1,320$880$880$440
GENERAL SUPPLIES$2,165$1,443$1,443$722
INSURANCE$7,000$4,667$4,667$2,333
BANK FEES$1,635$1,090$1,090$545
MISC$100$0$0$100
CAPITAL IMPROVEMENTS$36,300$36,300$36,300$0
REPAIR AND MAINTENANCE$37,216$37,216$37,216$0
OFFICE$467$467$467$0
EVENT RELATED$2,416$2,416$2,416$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CATERER FEES$1,550$1,550
OTHER INCOME$150$150

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
BMT LOAN$65,194$78,386
SECURITY DEPOSIT$7,205$6,164
SBA LOAN$44,900$44,900

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVERTISINGCategoryTxt
Amt$9,661Amt
Net Investment Income$6,440NetInvestmentIncomeAmt
Adjusted Net Income$6,440AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,221DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryBUSINESS TAXESCategoryTxt
Amt$1,450Amt
Net Investment Income$950NetInvestmentIncomeAmt
Adjusted Net Income$950AdjustedNetIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

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