THE WILBUR C AND BETTY LEA HENDERSON FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE WILBUR C AND BETTY LEA HENDERSON FOUNDATION (EIN 27-1445136)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-24
IRS object ID
202531759349100008
Schema version
2024v5.0
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)
Return2025-06-24T11:23:19-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Phone6103081032PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1327 W FRONT STREETAddressLine1Txt
CityMEDIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP190632340ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN BUXTONPersonNm
Person TitlePRESIDENT/EXEC DIRPersonTitleTxt
Phone6103081032PhoneNum
Signature2025-06-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH WHITAKER CPAPreparerPersonNm
PTINP00737874PTIN
Phone4844706700PhoneNum
Preparation2025-06-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,506,959FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,650InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,650InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,650InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$72,396DividendsRevAndExpnssAmt
Dividends Net Invst Incm$72,396DividendsNetInvstIncmAmt
Dividends Adj Net Incm$72,396DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$70,834NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$919,187GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$70,834CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$7,851NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$644,880TotalRevAndExpnssAmt
Total Net Invst Incm$144,880TotalNetInvstIncmAmt
Total Adj Net Incm$81,897TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$90,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$9,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$81,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$7,060PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$706PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$6,354PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,004AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$600AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,648TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,648TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$1,082DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$14,437OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,622OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$120,231TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,576TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$87,354TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,720,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$938,833ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,840,231TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,576TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,026,187TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,195,351ExcessRevenueOverExpensesAmt
Net Investment Income$122,304NetInvestmentIncomeAmt
Adjusted Net Income$81,897AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$174,756CashBOYAmt
Cash EOY$49,722CashEOYAmt
Cash EOYFMV$50,049CashEOYFMVAmt
Prepaid Expenses BOY$981PrepaidExpensesBOYAmt
Prepaid Expenses EOY$23PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$23PrepaidExpensesEOYFMVAmt
Other Investments BOY$2,249,900OtherInvestmentsBOYAmt
Other Investments EOY$1,962,927OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,452,561OtherInvestmentsEOYFMVAmt
Other Assets BOY$5,408OtherAssetsBOYAmt
Other Assets EOY$4,326OtherAssetsEOYAmt
Other Assets EOYFMV$4,326OtherAssetsEOYFMVAmt
Total Assets BOY$2,431,045TotalAssetsBOYAmt
Total Assets EOY$2,016,998TotalAssetsEOYAmt
Total Assets EOYFMV$2,506,959TotalAssetsEOYFMVAmt
Accounts Payable BOY$713AccountsPayableBOYAmt
Accounts Payable EOY$850AccountsPayableEOYAmt
Grants Payable BOY$1,858,833GrantsPayableBOYAmt
Grants Payable EOY$2,640,000GrantsPayableEOYAmt
Total Liabilities BOY$1,859,546TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,640,850TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$571,499NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY-$623,852NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$571,499TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY-$623,852TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,431,045TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,016,998TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$571,499TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,195,351ExcessRevenueOverExpensesAmt
Subtotal-$623,852SubtotalAmt
Tot Net Ast Or Fund Balances EOY-$623,852TotNetAstOrFundBalancesEOYAmt

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$226,841$218,990$7,851$7,851
PUBLICALY TRADED SECURITIESP$687,934$629,363$58,571$58,571
FieldValueIRS element (for citing)
Capital Gain Net Income$70,834CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,851NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,700InvestmentIncomeExciseTaxAmt
Subtotal$1,700SubtotalAmt
Tax Based On Investment Income$1,700TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,679EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,779TotalPaymentsAndCreditsAmt
Overpayment$2,079OverpaymentAmt
Applied To ES Tax$2,079AppliedToESTaxAmt

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
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.THEHENDERSONFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSTEVEN BUXTONIndividualWithBooksNm
Phone6103081032PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1327 W FRONT STREETAddressLine1Txt
CityMEDIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19063ZIPCd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2TxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
STEVEN BUXTON
327 W FRONT STREETMEDIAPA19063PRESIDENT/EX000.00$90,000$0$0
WILLIAM TAYLOR
317 BLUEBIRD CROSSINGGLEN MILLSPA19342VICE PRESIDE000.00$0$0$0
DAVID HENDERSON JR
327 W FRONT STREETMEDIAPA19063TREASURER000.00$0$0$0
WALTER J TIMBY III
100 WEST SIXTH STREETMEDIAPA19063SECRETARY000.00$0$0$0SUITE 204
STEVEN K HENDERSON
327 W FRONT STREETMEDIAPA19063DIRECTOR000.00$0$0$0
CHRISTINA HENDERSON SOTHERDEN
327 W FRONT STREETMEDIAPA19063DIRECTOR000.00$0$0$0
DAVID A WASHABAUGH III
DIRECTOR000.00$0$0$0327 W FRONT STREETMEDIAAX19063
JOHN J COYLE 3RD
327 W FRONT STREETMEDIAPA19063DIRECTOR000.00$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$2,555,589AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$225,182AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,780,771TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,780,771AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,712CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,739,059NetVlNoncharitableAssetsAmt
Minimum Investment Return$136,953MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$136,953MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,700TaxBasedOnInvestmentIncomeAmt
Total Tax$1,700TotalTaxAmt
Distributable Before Adj$135,253DistributableBeforeAdjAmt
Distributable Before Ded$135,253DistributableBeforeDedAmt
Distributable As Adjusted$135,253DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,026,187ExpensesAndContributionsAmt
Qualifying Distributions$1,026,187QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135,253DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$630,372ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$600,758ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$526,649ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$650,439ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$897,785ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,306,003TotalExcessDistributionCyovAmt
Qualifying Distributions$1,026,187QualifyingDistributionsAmt
Applied To Current Year$135,253AppliedToCurrentYearAmt
Remaining Distri From Corpus$890,934RemainingDistriFromCorpusAmt
Total Corpus$4,196,937TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$630,372ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,566,565ExcessDistriCyovToNextYrAmt
Excess From Year4$600,758ExcessFromYear4Amt
Excess From Year3$526,649ExcessFromYear3Amt
Excess From Year2$650,439ExcessFromYear2Amt
Excess From Year1$897,785ExcessFromYear1Amt
Excess From Current Year$890,934ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
FULTON COUNTY MEDICAL CENTER
214 PEACH ORCHARD RDMCCONNELLSBURGPA17233NURSING EDUCATION$10,500
PENN STATE UNIVERSITY - BRANDYWINE
25 YEARSLEY MILL RDMEDIAPA19063EDUCATIONAL SUPPORT$200,000
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
SIM USA
14830 CHOATE CIRCLECHARLOTTENC28273MISSIONARY SUPPORT$20,000
THE COMMUNITY'S FOUNDATION
PO BOX 277RIDLEY PARKPA19078NURSING SCHOLARSHIPS$28,000
MUSCULAR DYSTROPHY ASSOCIATION
600 REED ROADBROOMALLPA19008SUMMER CAMP, EQ. LOAN PROG, RESEARCH$100,000SUITE 104
DREXEL UNIVERSITY
3141 CHESTNUT STPHILADELPHIAPA19104EDUCATIONAL SUPPORT$333,333
WOMENS RESOURCE CENTER
113 W WAYNE AVEWAYNEPA19087COMMUNITY RESOURCES FOR WOMEN$15,000
HOMER HOYT INSTITUTE
760 US HIGHWAY 1NORTH PALM BEACHFL334084424TRAINING DISABLED$25,000SUITE 300THE HOYT CENTER
PROJECT LINUS - MARIS GROVE BLANKET
100 MARIS WAYGLEN MILLSPA19342PROVIDE BLANKETS TO CHILDREN IN NEED$10,000
HOPE & HEALING AT HILLENGLADE
20 HILLENGLADE DRIVENASHVILLETN37207EQUINE ASST'D THERAPY-PTSD HEALING$50,000
CRADLES TO CRAYONS
4200 WISSAHICKON AVENUEPHILADELPHIAPA19129PROVIDE ESSENTIALS-CHILDREN IN NEED$10,000
FOUNDATION FOR DELAWARE COUNTY
200 E STATE STREETMEDIAPA19063COUNTY RESOURCES FOR UNMET NEEDS$5,000SUITE 304
LEVEL THE PLAYING FIELD
1140 CONNECTICUT AVENUEWASHINGTONDC20036PROVIDE SPORT EQMPT TO CHILDREN$10,000NW SUITE 1200
TEACHER'S TEAMATES
777 HENDERSON BLVDFOLCROFTPA19032COLLECT/DISTRIBUTE SCHOOL SUPPLIES$12,000BLDG 11 UNIT 3
VETERANS NATL EDUCATION PROGRAM
PO BOX 354NEWTOWN SQUAREPA19073SUPPORT FOR PROGRAM DEVELOPMENT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$938,833TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
DELAWARE COUNTY HIGH Q PROGRAM
1974 SPROUL RD SUITE 300BROOMALLPA19008SUPPORT ACADEMIC COMPETITION$500,000
MUSCULAR DYSTROPHY ASSOCIATION
600 REED ROADBROOMALLPA19008SUMMER CAMP, EQ. LOAN PROG, RESEARCH$750,000SUITE 104
HOPE & HEALING AT HILLENGLADE
20 HILLENGLADE DRIVENASHVILLETN37207EQUINE ASST'D THERAPY-PTSD HEALING$350,000
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$1,650RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$72,396RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$70,834RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$144,880RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144,880TotalIncomeProducingActyAmt

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$6,004Amt
Net Investment Income$600NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
ORGANIZATION EXPENSES2014-01-01$16,224$10,816S/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$1,114,849$1,068,013
EQUITY MUTUAL FUNDSAT COST$848,078$1,384,548

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATION EXPENSES - NETDesc
BOY Book Value$5,408BOYBookValueAmt
EOY Book Value$4,326EOYBookValueAmt
EOYFMV$4,326EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INSURANCE$505$51
BANK SERVICE CHARGES$30$3
OFFICE EXPENSE$571$57
PAYROLL PROCESSING$3,133$313
ADVISORY FEES$10,198$10,198

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES - NET INVESTMENT INCOMECategoryTxt
Amt$1,648Amt
Net Investment Income$1,648NetInvestmentIncomeAmt

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