THE WILBUR C AND BETTY LEA HENDERSON FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE WILBUR C AND BETTY LEA HENDERSON FOUNDATION (EIN 27-1445136)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202201329349101750
Schema version
2021v4.0
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)
Return2022-05-12T09:34:31-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475495106PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH WHITAKER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11489 BALTIMORE PIKE STE 108-BAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19064ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271445136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILBUR C AND BETTY LEABusinessNameLine1Txt
Business Name Line2HENDERSON FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILBBusinessNameControlTxt
Phone6103611316PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 CHRISTY DRIVE RM/STE 105AddressLine1Txt
CityCHADDS FORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19317ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN BUXTONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6103611316PhoneNum
Signature2022-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastBUXTONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEE ANNE DOUGHERTYPreparerPersonNm
PTINP00737874PTIN
Phone4844706700PhoneNum
Preparation2022-05-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,771,124FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$518,750ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$15InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$99,214DividendsRevAndExpnssAmt
Dividends Net Invst Incm$99,214DividendsNetInvstIncmAmt
Dividends Adj Net Incm$99,214DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$157,856NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,217,646GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$157,856CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$11,931NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$775,835TotalRevAndExpnssAmt
Total Net Invst Incm$257,085TotalNetInvstIncmAmt
Total Adj Net Incm$111,160TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$42,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,200CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$37,800CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,395PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$340PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$3,055PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,215AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$822AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,393AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,660TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,660TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$1,082DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$20,804OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,242OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,562OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,156TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,264TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$54,810TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,664,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$652,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,741,656TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,264TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$706,810TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$965,821ExcessRevenueOverExpensesAmt
Net Investment Income$235,821NetInvestmentIncomeAmt
Adjusted Net Income$111,160AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$138,989CashBOYAmt
Cash EOY$384,246CashEOYAmt
Cash EOYFMV$384,244CashEOYFMVAmt
Other Investments BOY$2,981,866OtherInvestmentsBOYAmt
Other Investments EOY$2,765,138OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,379,309OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,398LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,398LandBldgEquipAccumDeprecAmt
Other Assets BOY$8,653OtherAssetsBOYAmt
Other Assets EOY$7,571OtherAssetsEOYAmt
Other Assets EOYFMV$7,571OtherAssetsEOYFMVAmt
Total Assets BOY$3,129,508TotalAssetsBOYAmt
Total Assets EOY$3,156,955TotalAssetsEOYAmt
Total Assets EOYFMV$3,771,124TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,157AccountsPayableBOYAmt
Accounts Payable EOY$675AccountsPayableEOYAmt
Grants Payable BOY$1,213,500GrantsPayableBOYAmt
Grants Payable EOY$2,226,000GrantsPayableEOYAmt
Other Liabilities BOY$18,750OtherLiabilitiesBOYAmt
Total Liabilities BOY$1,233,407TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,226,675TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,896,101NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$930,280NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,896,101TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$930,280TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,129,508TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,156,955TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,896,101TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$965,821ExcessRevenueOverExpensesAmt
Subtotal$930,280SubtotalAmt
Tot Net Ast Or Fund Balances EOY$930,280TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$423,699$411,768$11,931$11,931
PUBLICLY TRADED SECURITIESP$770,461$648,022$122,439$122,439
FieldValueIRS element (for citing)
Capital Gain Net Income$157,856CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$11,931NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,278InvestmentIncomeExciseTaxAmt
Subtotal$3,278SubtotalAmt
Tax Based On Investment Income$3,278TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,550EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,550TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$7EsPenaltyAmt
Tax Due$1,735TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.THEHENDERSONFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSTEVEN BUXTONIndividualWithBooksNm
Phone6103611316PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15 CHRISTY DRIVEAddressLine1Txt
Address Line2SUITE 105AddressLine2Txt
CityCHADDS FORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19317ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM R TAYLOR
5 CHRISTY DRIVESUITE 105CHADDS FORDPA19317EXECUTIVE DI000.00$42,000$0$0
DAVID A WASHABAUGH III
5 CHRISTY DRIVESUITE 105CHADDS FORDPA19317DIRECTOR000.00$0$0$0
JOHN J COYLE 3RD
5 CHRISTY DRIVESUITE 105CHADDS FORDPA19317DIRECTOR000.00$0$0$0
STEVEN K HENDERSON
5 CHRISTY DRIVESUITE 105CHADDS FORDPA19317VICE PRESIDE000.00$0$0$0
STEVEN BUXTON
5 CHRISTY DRIVESUITE 105CHADDS FORDPA19317EXECUTIVE DI000.00$0$0$0
DAVID HENDERSON JR
5 CHRISTY DRIVESUITE 105CHADDS FORDPA19317DIRECTOR000.00$0$0$0
CHRISTINA HENDERSON SOTHERDEN
5 CHRISTY DRIVESUITE 105CHADDS FORDPA19317DIRECTOR000.00$0$0$0
WALTER J TIMBEY III
100 WEST SIXTH STREETSUITE 204MEDIAPA19063DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION HAS BEEN ESTABLISHED TO FUND RESEARCH, EDUCATION, AND TRAINING IN THE AREAS OF REAL ESTATE AND NURSING ALONG WITH PROVIDING FUNDING TO COMMUNITY, CIVIC, EDUCATIONAL, ENVIRONMENTAL, RELIGIOUS AND VETERANS ORGANIZATIONS IN PENNSYLVANIA.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,544,883AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$179,760AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,724,643TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,724,643AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,870CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,668,773NetVlNoncharitableAssetsAmt
Minimum Investment Return$183,439MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$183,439MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,278TaxBasedOnInvestmentIncomeAmt
Total Tax$3,278TotalTaxAmt
Distributable Before Adj$180,161DistributableBeforeAdjAmt
Distributable Before Ded$180,161DistributableBeforeDedAmt
Distributable As Adjusted$180,161DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$706,810ExpensesAndContributionsAmt
Qualifying Distributions$706,810QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$180,161DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$451,889ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$501,417ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$370,872ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$630,372ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$600,758ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,555,308TotalExcessDistributionCyovAmt
Qualifying Distributions$706,810QualifyingDistributionsAmt
Applied To Current Year$180,161AppliedToCurrentYearAmt
Remaining Distri From Corpus$526,649RemainingDistriFromCorpusAmt
Total Corpus$3,081,957TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$451,889ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,630,068ExcessDistriCyovToNextYrAmt
Excess From Year4$501,417ExcessFromYear4Amt
Excess From Year3$370,872ExcessFromYear3Amt
Excess From Year2$630,372ExcessFromYear2Amt
Excess From Year1$600,758ExcessFromYear1Amt
Excess From Current Year$526,649ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
FULTON COUNTY MEDICAL CENTER
214 PEACH ORCHARD RDMCCONNELLSBURGPA17233NURSING EDUCATION$17,500
HOMER HOYT INSTUTUTE
760 US HIGHWAY 1NORTH PALM BEACHFL334084424TRAINING DISABLED$25,000THE HOYT CENTERSUITE 300
PENN STATE UNIVERSITY - BRANDYWINE
25 YEARSLEY MILL RDMEDIAPA19063EDUCATIONAL SUPPORT$30,000
DELAWARE COUNTY HIGH Q PROGRAM
1974 SPROUL RD SUITE 300BROOMALLPA19008SUPPORT ACADEMIC COMPETITION$50,000
FULTON COUNTY MEDICAL CENTER
214 PEACH ORCHARD RDMCCONNELLSBURGPA17233EDUCATION & WELLNESS CENTER$50,000
TAYLOR COMMUNITY FOUNDATION
PO BOX 277RIDLEY PARKPA19078EDUCATIONAL SUPPORT$15,000
SIM USA
14830 CHOATE CIRCLECHARLOTTENC28273MISSIONARY SUPPORT$20,000
THE COMMUNITY'S FOUNDATION
PO BOX 277RIDLEY PARKPA19078NURSING SCHOLARSHIPS$24,500
MUSCULAR DYSTROPHY ASSOCIATION
600 REED ROADBROOMALLPA19008SUMMER CAMP, EQ. LOAN PROG, RESEARCH$100,000SUITE 104
DREXEL UNIVERSITY
3141 CHESTNUT STPHILADELPHIAPA19104EDUCATIONAL SUPPORT$200,000
WOMENS RESOURCE CENTER
113 W WAYNE AVEWAYNEPA19087COMMUNITY RESOURCES FOR WOMEN$10,000
PROJECT LINUS - MARIS GROVE BLANKET
100 MARIS GROVE WAYGLEN MILLSPA19342PROVIDE BLANKETS TO CHILDREN IN NEED$10,000
MIDDLETOWN FREE LIBRARY
21 N PENNELL ROADELYWNPA19104COMMUNITY SERVICES$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$652,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FULTON COUNTY MEDICAL CENTER
214 PEACH ORCHARD RDMCCONNELLSBURGPA17233EDUCATION & WELLNESS CENTER$300,000
MIDDLETOWN FREE LIBRARY
21 N PENNELL ROADELWYNPA19063COMMUNITY SERVICES$300,000
PENN STATE UNIVERSITY - BRANDYWINE
25 YEARSLEY MILL ROADMEDIAPA19063EDUCATIONAL SUPPORT$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,600,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$99,214RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$157,856RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$257,085RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$257,085TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATIONCategoryTxt
Amt$8,215Amt
Net Investment Income$822NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,393DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
ORGANIZATION EXPENSES2014-01-01$16,224$7,571S/L15.0000$1,082
COMPUTER EQUIPMENT2014-02-28$1,398$1,398S/L5.0000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME MUTUAL FUNDSAT COST$1,320,861$1,307,263
EQUITY MUTUAL FUNDSAT COST$1,444,277$2,072,046

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemOFFICE EQUIPMENTCategoryOrItemTxt
Cost Or Other Basis$1,398CostOrOtherBasisAmt
Accumulated Depreciation$1,398AccumulatedDepreciationAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATION EXPENSES - NETDesc
BOY Book Value$8,653BOYBookValueAmt
EOY Book Value$7,571EOYBookValueAmt
EOYFMV$7,571EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INSURANCE$352$352
BANK SERVICE CHARGES$69$62$7
OFFICE EXPENSE$4,106$3,695$411
PAYROLL PROCESSING$2,726$2,453$273
ADVISORY FEES$13,551$13,551

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescREFUNDABLE ADVANCEDesc
BOY Book Value$18,750BOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES - NET INVESTMENT INCOMECategoryTxt
Amt$1,660Amt
Net Investment Income$1,660NetInvestmentIncomeAmt

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