THE ELWYN FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ELWYN FOUNDATION (EIN 20-1915642)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349312509
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T14:46:25+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 MARKET ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191031634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201915642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELWYN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELWY | BusinessNameControlTxt |
| Phone | 6108912000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELWYN ROAD | AddressLine1Txt |
| City | ELWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NIKOLE | PersonNm |
| Person Title | CABREY | PersonTitleTxt |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY RAQUET | PreparerPersonNm |
| PTIN | P01644256 | PTIN |
| Phone | 2155641900 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES S MCLISTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELWYN ROAD | AddressLine1Txt |
| City | ELWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,032,488 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ELWYN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | ELWYN MAKES LIFE BETTER FOR PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES.THE ELWYN FOUNDATION IS A PENNSYLVANIA (SEE SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,677,666 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,197,742 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,247,708 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,935,838 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$73,258 | PYOtherRevenueAmt |
| CY Other Revenue | -$151,543 | CYOtherRevenueAmt |
| PY Total Revenue | $5,852,116 | PYTotalRevenueAmt |
| CY Total Revenue | $5,982,037 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,122,207 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,388,720 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,068,165 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,225,994 | PYOtherExpensesAmt |
| CY Other Expenses | $1,244,604 | CYOtherExpensesAmt |
| PY Total Expenses | $7,348,201 | PYTotalExpensesAmt |
| CY Total Expenses | $5,633,324 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,496,085 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $348,713 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $98,763,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,647,399 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,686,039 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,269,140 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $94,077,188 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,378,259 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,388,720 | ExpenseAmt |
| Grant | $4,388,720 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | DISTRIBUTIONS WERE MADE TO SUBSIDIARIES TO PROVIDE PROGRAM SUPPORT AND CARRY OUT THE PURPOSES OF ELWYN OF PENNSYLVANIA AND DELAWARE, ELWYN NEW JERSEY AND ELWYN CALIFORNIA. | Desc |
| Total Program Service Expenses | $4,388,720 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID BOWERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108912028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELWYN ROAD | AddressLine1Txt |
| City | ELWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALAN WICHLEI | ||||||||
| SECRETARY | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREA ANANIA | ||||||||
| TREASURER | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES S MCLISTER | ||||||||
| PRESIDENT/CEO | 6.0 | 44.0 | Yes (X) | Yes (X) | $0 | $684,945 | $66,685 | |
| JAMES SEBRA | ||||||||
| CHAIR | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM EMMET | ||||||||
| VICE CHAIR | 1.0 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ADAM SAUNDERS | ||||||||
| BOARD MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER KELLOGG | ||||||||
| BOARD MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDE B KERSHNER III | ||||||||
| BOARD MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA M PAUL CPA MBA | ||||||||
| BOARD MEMBER/FORMER CFO | 1.0 | 0.0 | Yes (X) | $0 | $235,108 | $0 | ||
| ELLEN M GOSS MHA | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| FRANK FARLEY PHD | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JUNE ELCOCK-MESSAM | ||||||||
| BOARD MEMBER (THRU 06/2024) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| KELLY I MCGEE ESQ | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MYRON THOMAS | ||||||||
| BOARD MEMBER (AS OF 01/2024) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| PIERRE LAPERRIERE | ||||||||
| BOARD MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT G COLUCCI CPA MBA | ||||||||
| BOARD MEMBER | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN SILBER MD | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS MCCAULLY | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY C O'ROURKE | ||||||||
| BOARD MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| TRUDY SLADE | ||||||||
| BOARD MEMBER (THRU 05/2024) | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| YOLANDA BOSCH ESQ | ||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD J KIRBY | ||||||||
| SVP/COO | 0.0 | 50.0 | Yes (X) | $0 | $386,068 | $46,622 | ||
| NIKOLE CABREY | ||||||||
| SVP/CFO | 5.0 | 45.0 | Yes (X) | $0 | $349,224 | $43,746 | ||
| MARGUERITE KRAFTSON | ||||||||
| SVP OF ADVANCEMENT | 25.0 | 20.0 | $0 | $233,275 | $53,132 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,888,620 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $210,185 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $738,888 | FundraisingAmt |
| All Other Contributions | $2,458,854 | AllOtherContributionsAmt |
| Total Contributions | $3,197,742 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,648,702 | TotalRevenueColumnAmt |
| Exclusion | $2,648,702 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,104,293 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,817,157 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $287,136 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $287,136 | TotalRevenueColumnAmt |
| Exclusion | $287,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $81,751 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $738,888 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $233,294 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$151,543 | TotalRevenueColumnAmt |
| Exclusion | -$151,543 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,982,037 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,784,295 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,388,720 | TotalAmt |
| Program Services | $4,388,720 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,748 | TotalAmt |
| Fundraising | $2,748 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,741 | TotalAmt |
| Fundraising | $5,741 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,439 | TotalAmt |
| Management And General | $176,439 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,348 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $10,348 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,340 | TotalAmt |
| Fundraising | $9,340 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9 | TotalAmt |
| Fundraising | $9 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISING COSTS FROM ELWYN PA | Desc |
| Total | $1,039,979 | TotalAmt |
| Fundraising | $1,039,979 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,633,324 | TotalAmt |
| Program Services | $4,388,720 | ProgramServicesAmt |
| Management And General | $176,439 | ManagementAndGeneralAmt |
| Fundraising | $1,068,165 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,801,260 | BOYAmt |
| EOY | $2,653,282 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,785,843 | BOYAmt |
| EOY | $3,746,587 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,412,663 | BOYAmt |
| EOY | $81,395,309 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,213,461 | BOYAmt |
| EOY | $6,297,272 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,550,000 | BOYAmt |
| EOY | $11,550,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,763,227 | BOYAmt |
| EOY | $105,647,399 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501 | BOYAmt |
| EOY | $125 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,685,538 | BOYAmt |
| EOY | $1,269,015 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,686,039 | BOYAmt |
| EOY | $1,269,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,990,347 | BOYAmt |
| EOY | $64,476,143 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,086,841 | BOYAmt |
| EOY | $39,902,116 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,077,188 | BOYAmt |
| EOY | $104,378,259 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,763,227 | BOYAmt |
| EOY | $105,647,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $348,713 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,776,952 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,175,406 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,785,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,351,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,895,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,677,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,197,742 | CurrentTaxYearAmt |
| Total | $14,908,433 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,785,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,351,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,895,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,677,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,197,742 | CurrentTaxYearAmt |
| Total | $14,908,433 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,066,292 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,842,141 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $270,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,242,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,870,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,714,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,648,702 | CurrentTaxYearAmt |
| Total | $8,746,629 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,655,062 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.4583 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5261 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,979,634 | BeginningYearBalanceAmt |
| Contributions | $1,156,757 | ContributionsAmt |
| Investment Earnings Or Losses | $10,035,425 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,126,542 | OtherExpendituresAmt |
| Administrative Expenses | $112,837 | AdministrativeExpensesAmt |
| End Year Balance | $68,932,437 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,344,778 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,142,994 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,399,544 | OtherExpendituresAmt |
| Administrative Expenses | $108,594 | AdministrativeExpensesAmt |
| End Year Balance | $60,979,634 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,417,231 | BeginningYearBalanceAmt |
| Contributions | $3,463,377 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,073,119 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,340,680 | OtherExpendituresAmt |
| Administrative Expenses | $122,031 | AdministrativeExpensesAmt |
| End Year Balance | $59,344,778 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,822,467 | BeginningYearBalanceAmt |
| Contributions | $18,460,837 | ContributionsAmt |
| Investment Earnings Or Losses | $15,316,394 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $182,467 | AdministrativeExpensesAmt |
| End Year Balance | $78,417,231 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $40,585,964 | ContributionsAmt |
| Investment Earnings Or Losses | $4,236,503 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $44,822,467 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.5529 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.4471 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $5,143,504 | F |
| BENEFICIAL INTEREST IN TRUSTS | $1,153,768 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,297,272 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY LOAN RECEIVABLE | Desc |
| Book Value | $11,550,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,550,000 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY LOAN PAYABLE | Desc |
| Amt | $1,269,015 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,269,015 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT THE ORGANIZATION ON A LONG TERM BASIS. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE ORGANIZATION'S BOARD OF DIRECTORS APPROVED A SPENDING POLICY OF 7.0% FOR DONOR RESTRICTED ENDOWMENTS AND 2.4% FOR THE BOARD-DESIGNATED QUASI-ENDOWMENTS, FOR A WEIGHTED-AVERAGE TOTALING APPROXIMATELY 4.2%. DURING THE FISCAL YEAR ENDED JUNE 30, 2023, THE ORGANIZATION'S BOARD OF DIRECTORS APPROVED 5.0% FOR BOTH THE DONOR RESTRICTED ENDOWMENTS AND BOARD-DESIGNATED QUASI-ENDOWMENT FUNDS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE ELWYN FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C) OF THE INTERNAL REVENUE CODE ("IRC") AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE IRC. HOWEVER, AT TIMES, THE ENTITY IS SUBJECT TO UNRELATED BUSINESS INCOME TAX BASED ON ITS ACTIVITIES. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS CURRENT WITH RESPECT TO FILING OF IRS FORM 990S. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $589,657 |
| Europe (Including Iceland and Greenland) | Investments | $4,553,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,143,504 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,143,504 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ELWYN BALL | Event1Nm |
| Gross Receipts Event1 | $629,675 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $559,749 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $69,926 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $178,273 | OtherDirectExpensesEvent1Amt |
| Event2 | ELWYN DAY | Event2Nm |
| Gross Receipts Event2 | $149,159 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $142,934 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,225 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $49,578 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $41,805 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $36,205 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $5,600 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,443 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $820,639 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $738,888 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $81,751 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $233,294 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $233,294 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$151,543 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ELWYN OF PENNSYLVANIA AND DELAWARE | |||||||
| 111 ELWYN ROAD ELWYN | ELWYN | PA | 19063 | 231352117 | 501(C)(3) | $3,897,257 | SUPPORT ORG MISSION |
| ELWYN NEW JERSEY | |||||||
| 228 W LANDIS AVENUE | VINELAND | NJ | 08360 | 221801227 | 501(C)(3) | $489,274 | SUPPORT ORG MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | THE ELWYN FOUNDATION UTILIZES A COMBINATION OF ORACLE FUSION CLOUD AND DONORPERFECT TO RECORD ALL OF THE RELATED FINANCIAL TRANSACTIONS. THESE RECORDS INCLUDE, BUT ARE NOT LIMITED TO, ALL DOCUMENTATION RELATED TO THE RECEIPT AND DISBURSEMENT OF FUNDS; A FULL HISTORY OF THE ORIGIN OF THE FUNDS THROUGH DISPOSITION OF FUNDS, WITH AN EMPHASIS ON ANY DONOR RESTRICTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES S MCLISTER | ||||||||||||||
| PRESIDENT/CEO | $0 | $554,131 | $0 | $130,616 | $0 | $198 | $0 | $39,906 | $0 | $26,779 | $0 | $751,630 | $0 | $0 |
| DEBRA M PAUL CPA MBA | ||||||||||||||
| BOARD MEMBER/FORMER CFO | $0 | $32,700 | $0 | $0 | $0 | $202,408 | $0 | $0 | $0 | $0 | $0 | $235,108 | $0 | $0 |
| LEONARD J KIRBY | ||||||||||||||
| SVP/COO | $0 | $339,764 | $0 | $46,176 | $0 | $128 | $0 | $37,942 | $0 | $8,680 | $0 | $432,690 | $0 | $0 |
| NIKOLE CABREY | ||||||||||||||
| SVP/CFO | $0 | $298,796 | $0 | $50,375 | $0 | $53 | $0 | $19,942 | $0 | $23,804 | $0 | $392,970 | $0 | $0 |
| MARGUERITE KRAFTSON | ||||||||||||||
| SVP OF ADVANCEMENT | $0 | $213,298 | $0 | $19,857 | $0 | $120 | $0 | $32,528 | $0 | $20,604 | $0 | $286,407 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 | NONPROFIT CORPORATION AND THE SOLE MEMBER OF THE FOLLOWING OPERATING SUBSIDIARIES: ELWYN OF PENNSYLVANIA AND DELAWARE (FORMERLY KNOWN AS "ELWYN"), A PENNSYLVANIA NONPROFIT CORPORATION, ELWYN NEW JERSEY, A NEW JERSEY NONPROFIT CORPORATION, ELWYN CALIFORNIA, A CALIFORNIA NONPROFIT CORPORATION, AND FELLOWSHIP HEALTH RESOURCES ("FHR"), A RHODE ISLAND NONPROFIT CORPORATION. FHR IS THE SOLE MEMBER OF TWO NONPROFIT REALTY CORPORATIONS: FELLOWSHIP REALTY CORP AND FELLOWSHIP REALTY CORP OF MASSACHUSETTS. THE ELWYN FOUNDATION AND ITS OPERATING ENTITIES SUPPORT INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AUTISM, AND BEHAVIORAL HEALTH CHALLENGES. PROGRAMS OPERATE IN MULTIPLE GEOGRAPHIC REGIONS THROUGHOUT THE UNITED STATES. THE ORGANIZATION OPERATES THREE PRIMARY SERVICE LINES, WHICH ARE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) SERVICES, ADULT BEHAVIORAL HEALTH AND CHILDREN'S SERVICES. THE IDD SERVICES PROGRAMS PROVIDE RESIDENTIAL AND WORK & DAY SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE ADULT BEHAVIORAL HEALTH PROGRAMS OFFER COMMUNITY AND RESIDENTIAL SERVICES FOR INDIVIDUALS WITH MENTAL ILLNESS. THE CHILDREN'S SERVICES AREA CONSISTS PRIMARILY OF EARLY LEARNING SERVICES FOR CHILDREN AGES THREE TO FIVE, EDUCATION SERVICES FOR STUDENTS WITH SPECIAL NEEDS, AND COMMUNITY AND RESIDENTIAL SERVICES FOR CHILDREN AND ADOLESCENTS WITH SOCIAL, EMOTIONAL, AND BEHAVIORAL CHALLENGES. |
| Form 990, Part III, Line 1 | THE ELWYN FOUNDATION WILL ENGAGE IN CHARITABLE ACTIVITIES, INCLUDING, BUT NOT LIMITED TO, (A) CARRYING OUT THE PURPOSES OF ELWYN OF PENNSYLVANIA AND DELAWARE, ELWYN NEW JERSEY, ELWYN CALIFORNIA, AND FELLOWSHIP HEALTH RESOURCES, INC.; (B) ENCOURAGING AND MOTIVATING THE MAKING OF GIFTS AND DONATIONS BY DEED, WILL, TRUST OR OTHERWISE, FOR THE ADVANCEMENT, PROMOTION, EXTENSION, AND MAINTENANCE OF THE VARIOUS CAUSES AND OBJECTIVES FOSTERED BY THE CORPORATION, THE PUBLICLY-SUPPORTED ORGANIZATIONS AND THEIR AFFILIATES (COLLECTIVELY, THE "ELWYN ENTITIES") AND UNDERTAKING OTHER ACTIVITIES IN SUPPORT OF THE GENERAL PURPOSES OF THE ELWYN ENTITIES; (C) CONDUCTING FUNDRAISING ACTIVITIES ON BEHALF OF THE ELWYN ENTITIES; (D) RAISING AND/OR RECEIVING FUNDS ON BEHALF OF THE ELWYN ENTITIES; (E) HOLDING TITLE TO, INVESTING AND MANAGING THE CORPORATION'S ASSETS AND ASSETS ORIGINALLY DONATED TO, OR ORIGINALLY HELD BY, ONE OR MORE OF THE ELWYN ENTITIES; (F) PROVIDING SUPPORTIVE SERVICES TO ONE OR MORE OF THE ELWYN ENTITIES, INCLUDING, BUT NOT LIMITED TO, BUDGETING, STRATEGIC PLANNING, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, RESOURCE ALLOCATION, LONG-TERM PLANNING AND SHORT-TERM PLANNING; AND (G) MAKING DISTRIBUTIONS AND/OR UTILIZING THE CORPORATION'S ASSETS FOR CHARITABLE, EDUCATIONAL AND/OR SCIENTIFIC PURPOSES WITHIN THE MEANING OF CODE SECTION 501(C)(3). IN 1852, THE ELWYN ORGANIZATION MADE A PROMISE TO ENRICH THE QUALITY OF LIFE FOR INDIVIDUALS WITH DIVERSE CHALLENGES. TODAY, WE ARE PROUD TO BE THE NATIONAL LEADER IN EDUCATION, TREATMENT, AND SUPPORT SERVICES TO CHILDREN AND ADULTS WITH AUTISM, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AND RELATED BEHAVIORAL HEALTH CHALLENGES. EVERY DECISION WE MAKE PRIORITIZES THE WELL-BEING OF THE INDIVIDUALS WE SUPPORT. WE INVEST IN UNRIVALED EXCELLENCE, ENDURING ENGAGEMENT, AND COMPASSIONATE CARE TO SHAPE A WORLD IN WHICH PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES EXPERIENCE EQUITY, OPPORTUNITY, AND HAPPINESS. |
| Form 990, Part VI, Line 15b | ANNUALLY, ELWYN OF PENNSYVLANIA AND DELAWARE'S PRESIDENT DETERMINES THE COMPENSATION PAID TO OTHER SENIOR EXECUTIVES BASED ON INFORMATION FROM AN INDEPENDENT CONSULTANT. THE COMPENSATION INFORMATION FOR THESE EMPLOYEES WAS DISTRIBUTED TO THE COMPENSATION AND EXECUTIVE COMMITTEES OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS PREPARED IN CONJUNCTION WITH OUR EXTERNAL PUBLIC ACCOUNTING FIRM AND REVIEWED INTERNALLY BY MANAGEMENT. THE COMPLETED RETURN IS REVIEWED AND ACCEPTED BY THE AUDIT COMMITTEE OF THE ELWYN FOUNDATION. PRIOR TO FILING, THE FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS OF THE ELWYN FOUNDATION. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE BOARD OF DIRECTORS OF THE ELWYN FOUNDATION REVIEWS THE CONFLICT OF INTEREST POLICY ON A PERIODIC BASIS. BOARD MEMBERS COMPLETE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS. THE COMPLETED FORMS ARE MAINTAINED BY THE ASSISTANT SECRETARY OF THE BOARD. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | AN EMPLOYMENT CONTRACT DETERMINES THE COMPENSATION OF ELWYN'S PRESIDENT. THE BOARD OF DIRECTORS OF THE ELWYN FOUNDATION, THE PARENT ORGANIZATION, APPROVED THE PRESIDENT'S EMPLOYMENT CONTRACT AFTER THOROUGH CONSULTATION WITH COMPENSATION PROFESSIONALS AND REVIEW OF COMPENSATION PAID BY COMPARABLE NONPROFIT ORGANIZATIONS. THE CURRENT CONTRACT COVERS COMPENSATION BETWEEN JULY 1, 2022, AND JUNE 30, 2025. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ELWYN FOUNDATION AND SUBSIDIARIES ARE AVAILABLE THROUGH PUBLIC SOURCES AS A RESULT OF THE TAX-EXEMPT BOND FINANCING. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| Form 990, Part IX, Line 24a | FUNDRAISING COSTS FROM ELWYN OF PENNSYLVANIA AND DELAWARE, IN THE AMOUNT OF $1,095,000 HAVE BEEN REDUCED BY $55,021 ON LINE 24A OF THE STATEMENT OF FUNCTIONAL EXPENSES TO ACCOUNT FOR DIRECT EXPENSES RELATED TO FUNDRAISING EVENTS. THESE DIRECT EXPENSES RELATED TO FUNDRAISING EVENTS HELD DURING THE CURRENT FISCAL YEAR ARE INCLUDED ON LINE 8B OF THE STATEMENT OF REVENUE. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | EQUITY TRANSFER FROM RELATED ENTITIES - 1156757; OTHER CHANGES IN FAIR VALUE - 18649; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ELWYN NEW JERSEY | ||||||||||
| 228 W LANDIS AVENUE | VINELAND | NJ | 08360 | 221801227 | HUMAN SERVICES | NJ | 501(c)(3) | 10 | THE ELWYN FOUNDATION | Yes (true) |
| PROVIDER ENHANCED MANAGEMENT SERVICES | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 232600304 | INACTIVE | PA | 501(c)(3) | 10 | ELWYN OF PENNSYLVANIA AND DELAWARE | Yes (true) |
| SLEIGHTON SCHOOL | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 231352527 | INACTIVE | PA | 501(c)(3) | Type I | ELWYN OF PENNSYLVANIA AND DELAWARE | Yes (true) |
| ELWYN CALIFORNIA | ||||||||||
| 3190 S BASCOM AVENUE | SAN JOSE | CA | 95124 | 261855027 | HUMAN SERVICES | CA | 501(c)(3) | 7 | THE ELWYN FOUNDATION | Yes (true) |
| ELWYN OF PENNSYLVANIA AND DELAWARE | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 231352117 | HUMAN SERVICES | PA | 501(c)(3) | 3 | THE ELWYN FOUNDATION | Yes (true) |
| FAMILY SUPPORT SERVICES | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 231994645 | INACTIVE | PA | 501(c)(3) | 7 | ELWYN OF PENNSYLVANIA AND DELAWARE | Yes (true) |
| ELWYN INSTITUTES WORKERS COMPENSATION TRUST | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 232427093 | INACTIVE | PA | 501(c)(3) | Type I | ELWYN OF PENNSYLVANIA AND DELAWARE | Yes (true) |
| ELWYN VIRGINIA | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 474385994 | INACTIVE | VA | 501(c)(3) | 7 | ELWYN OF PENNSYLVANIA AND DELAWARE | Yes (true) |
| FELLOWSHIP HEALTH RESOURCES INC | ||||||||||
| 24 ALBION ROAD | LINCOLN | RI | 02865 | 050373414 | HUMAN SERVICES | RI | 501(c)(3) | 7 | THE ELWYN FOUNDATION | Yes (true) |
| FELLOWSHIP REALTY CORP INC | ||||||||||
| 24 ALBION ROAD | LINCOLN | RI | 02865 | 050518796 | PROPERTY RENTAL | RI | 501(c)(2) | FELLOWSHIP HEALTH RESOURCES INC | Yes (true) | |
| FELLOWSHIP REALTY CORP OF MASSACHUSETTS | ||||||||||
| 24 ALBION ROAD | LINCOLN | RI | 02865 | 204650367 | PROPERTY RENTAL | RI | 501(c)(3) | 10 | FELLOWSHIP HEALTH RESOURCES INC | Yes (true) |
| ELWYN HEALTH AND HUMAN SERVICES FOUNDATION | ||||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 934918474 | FUNDRAISING | PA | 501(c)(3) | 7 | THE ELWYN FOUNDATION | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| GRACE PHARMACY | |||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 201744870 | INACTIVE | PA | NA | C Corporation | Yes (true) |
| EIB INC | |||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 232511810 | INACTIVE | PA | NA | C Corporation | Yes (true) |
| BIE INDUSTRIES | |||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 232361332 | INACTIVE | PA | NA | C Corporation | Yes (true) |
| HABILITATION FACILITIES | |||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 232426839 | INACTIVE | PA | NA | C Corporation | Yes (true) |
| ELWYN HEALTH SERVICES OF PENNSYLVANIA PC | |||||||||
| 111 ELWYN ROAD | ELWYN | PA | 19063 | 814397361 | INACTIVE | PA | NA | C Corporation | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ELWYN OF PENNSYLVANIA AND DELAWARE | ||
| B | $3,897,257 | FMV |
| ELWYN NEW JERSEY | ||
| B | $489,274 | FMV |
| ELWYN OF PENNSYLVANIA AND DELAWARE | ||
| E | $1,269,015 | FMV |
| ELWYN OF PENNSYLVANIA AND DELAWARE | ||
| P | $1,095,000 | FMV |
| ELWYN OF PENNSYLVANIA AND DELAWARE | ||
| S | $183,350 | FMV |
| FELLOWSHIP HEALTH RESOURCES | ||
| S | $973,407 | FMV |
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