THE WILBUR C AND BETTY LEA HENDERSON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE WILBUR C AND BETTY LEA HENDERSON FOUNDATION (EIN 27-1445136)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-06
- IRS object ID
- 202022199349100902
- Schema version
- 2019v5.0
- 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-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-06T09:46:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475495106 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH WHITAKER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1489 BALTIMORE PIKE STE 108-B | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271445136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILBUR C AND BETTY LEA | BusinessNameLine1Txt |
| Business Name Line2 | HENDERSON FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILB | BusinessNameControlTxt |
| Phone | 6103611316 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 CHRISTY DRIVE RM/STE 105 | AddressLine1Txt |
| City | CHADDS FORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19317 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM R TAYLOR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6105474944 | PhoneNum |
| Signature | 2020-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEE ANNE DOUGHERTY | PreparerPersonNm |
| PTIN | P00737874 | PTIN |
| Phone | 4844706700 | PhoneNum |
| Preparation | 2020-08-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,487,682 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,012 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,012 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,012 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $87,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,569 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $87,569 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,050,521 | GrossSalesPriceAmt |
| Total Rev And Expnss | $588,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,581 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $88,581 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,187 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $719 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,468 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,848 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $685 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,163 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $1,129 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,945 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,760 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,391 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,055,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $702,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,178,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $801,391 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$590,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,232 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $88,581 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $296,603 | CashBOYAmt |
| Cash EOY | $200,342 | CashEOYAmt |
| Cash EOYFMV | $200,342 | CashEOYFMVAmt |
| Other Investments BOY | $2,959,726 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,059,723 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,277,605 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,398 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,398 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,863 | LandBOYAmt |
| Other Assets EOY | $9,735 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,735 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,267,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,269,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,487,682 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,504 | AccountsPayableBOYAmt |
| Grants Payable BOY | $1,513,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,867,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,525,004 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,867,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,742,188 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,402,800 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,742,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,402,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,267,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,269,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,742,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$590,173 | ExcessRevenueOverExpensesAmt |
| Other Increases | $250,785 | OtherIncreasesAmt |
| Subtotal | $1,402,800 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,402,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 4806.18 SHRS DODGE & COX INCOME FUND | P | 2019-01-31 | $64,691 | $64,381 | $310 | $310 |
| 3315.882 SHRS METROPOLITAN WEST T/R | P | 2019-09-27 | $34,618 | $33,822 | $796 | $796 |
| 43 SHRS ISHARES 7-10 YEAR TREASURY B | P | 2019-11-25 | $4,802 | $4,844 | -$42 | -$42 |
| 5335.97 SHRS PIMCO INVST GR CORP BD | P | 2019-01-31 | $54,000 | $53,779 | $221 | $221 |
| 7002.96 SHRS VANGUARD TOTAL BD MKT I | P | 2019-09-24 | $77,943 | $73,742 | $4,201 | $4,201 |
| 133 SHRS JPMORGAN BETABUILDERS EUROP | P | 2019-11-25 | $3,288 | $3,177 | $111 | $111 |
| 390 SHRS VANGUARD ST BOND ETF | P | 2019-01-10 | $30,647 | $30,596 | $51 | $51 |
| 406 SHRS VANGUARD ST BOND ETF | P | 2019-09-24 | $32,802 | $31,984 | $818 | $818 |
| 765 SHRS VANGUARD ST BOND ETF | P | 2019-01-31 | $60,472 | $60,014 | $458 | $458 |
| 590 SHRS ISHARES BARCLAYS MBS BOND F | P | 2019-09-24 | $63,812 | $62,246 | $1,566 | $1,566 |
| 3237.53 SHRS JH II STRAT INC OPP R6 | P | 2019-01-31 | $33,185 | $33,677 | -$492 | -$492 |
| 662.674 SHRS FIDELITY INT'L INDEX FD | P | 2019-11-25 | $28,548 | $28,601 | -$53 | -$53 |
| 300 SHRS ISHARE JP MORGAN EM BOND FU | P | 2019-02-14 | $32,438 | $31,043 | $1,395 | $1,395 |
| 249.71SHRS FIDELITY 500 INDEX FD | P | 2019-11-21 | $27,001 | $25,580 | $1,421 | $1,421 |
| 5105.94 SHRS AMG MG PICTET INTL-Z | P | 2019-02-15 | $44,830 | $55,000 | -$10,170 | -$10,170 |
| 1606.84 SHRS SIX CIRCLES US UNCONSTR | P | 2019-11-25 | $17,611 | $16,406 | $1,205 | $1,205 |
| 3589.74 SHRS FEDERATED INST HI YLD B | P | 2019-03-01 | $34,785 | $35,000 | -$215 | -$215 |
| 554.05 SHRS DOUBLELINE TTI RETURN BO | P | 2019-11-25 | $5,945 | $5,945 | ||
| 1144 SHRS JPMORGAN BETABUILDERS JAPA | P | 2019-03-01 | $25,878 | $28,358 | -$2,480 | -$2,480 |
| 578.15 SHRS FIDELITY 500 INDEX 3159 | P | 2019-11-25 | $63,128 | $59,225 | $3,903 | $3,903 |
| 263 SHRS JPMORGAN BETABUILDERS JAPA | P | 2019-03-01 | $5,951 | $6,519 | -$568 | -$568 |
| 630.14 SHRS PIMCO INVST GR CORP BD | P | 2019-11-25 | $3,933 | $3,623 | $310 | $310 |
| 4099.08 SHRS CAPITAL GR NON US EQUIT | P | 2019-04-01 | $55,542 | $55,000 | $542 | $542 |
| 273.61 SHRS PIMCO INCOME FD INS | P | 2019-11-25 | $3,277 | $3,247 | $30 | $30 |
| 1275.79 SHRS DODGE & COX INTL STOCK | P | 2019-04-01 | $52,474 | $55,000 | -$2,526 | -$2,526 |
| 2858.43 SHRS VANGUARD TOTAL BD MKT I | P | 2019-11-25 | $27,257 | $26,194 | $1,063 | $1,063 |
| 1048.53 SHRS FIDELITY 500 INDEX 3159 | P | 2019-04-01 | $105,000 | $107,412 | -$2,412 | -$2,412 |
| 2858.43 SHRS VANGUARD TOTAL BD MKT I | P | 2019-11-25 | $4,443 | $4,269 | $174 | $174 |
| 863 SHRS JPMORGAN BETABUILDERS EUROP | P | 2019-08-23 | $19,521 | $20,617 | -$1,096 | -$1,096 |
| 951.51 SHRS VANGUARD TOTAL INTL BOND | P | 2019-11-25 | $22,132 | $22,268 | -$136 | -$136 |
| 78 SHRS JPMORGAN BETABUILDERS EUROP | P | 2019-08-23 | $1,765 | $1,863 | -$98 | -$98 |
| 141SHRS JPMORGAN BETABUILDERS CANADA | P | 2019-11-25 | $3,592 | $3,450 | $142 | $142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$385 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,387 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $531,244 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,207,434 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.165629 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $516,692 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $305,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.691261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $465,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $275,913 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.687797 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $233,687 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $193,946 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.204908 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $193,653 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $360,856 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.536649 | DistributionYr5Rt |
| Total Distribution | 5.286244 | TotalDistributionRt |
| Average Distribution | 1.057249 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,446,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,644,218 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $662 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,644,880 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $801,391 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,325 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,325 | SubtotalAmt |
| Tax Based On Investment Income | $1,325 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $1,377 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEHENDERSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | WILLIAM R TAYLOR | IndividualWithBooksNm |
| Phone | 6103611316 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 CHRISTY DRIVE | AddressLine1Txt |
| Address Line2 | SUITE 105 | AddressLine2Txt |
| City | CHADDS FORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM R TAYLOR | |||||||||
| 5 CHRISTY DRIVE | SUITE 105 | CHADDS FORD | PA | 19317 | EXECUTIVE DI | 000.00 | $90,000 | $0 | $0 |
| DAVID A WASHABAUGH III | |||||||||
| 5 CHRISTY DRIVE | SUITE 105 | CHADDS FORD | PA | 19317 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOHN J COYLE 3RD | |||||||||
| 5 CHRISTY DRIVE | SUITE 105 | CHADDS FORD | PA | 19317 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| STEVEN K HENDERSON | |||||||||
| 5 CHRISTY DRIVE | SUITE 105 | CHADDS FORD | PA | 19317 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| STEVEN BUXTON | |||||||||
| 5 CHRISTY DRIVE | SUITE 105 | CHADDS FORD | PA | 19317 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID HENDERSON JR | |||||||||
| 5 CHRISTY DRIVE | SUITE 105 | CHADDS FORD | PA | 19317 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHRISTINA HENDERSON SOTHERDEN | |||||||||
| 5 CHRISTY DRIVE | SUITE 105 | CHADDS FORD | PA | 19317 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| WALTER J TIMBEY III | |||||||||
| 100 WEST SIXTH STREET | SUITE 204 | MEDIA | PA | 19063 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,293,158 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,499,378 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,499,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,446,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,325 | TotalTaxAmt |
| Distributable Before Adj | $171,019 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $171,019 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $171,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $801,391 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $801,391 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $801,391 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,019 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $175,610 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $223,990 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $451,889 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $501,417 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $370,872 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,723,778 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $801,391 | QualifyingDistributionsAmt |
| Applied To Current Year | $171,019 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $630,372 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,354,150 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $175,610 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,178,540 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $223,990 | ExcessFromYear4Amt |
| Excess From Year3 | $451,889 | ExcessFromYear3Amt |
| Excess From Year2 | $501,417 | ExcessFromYear2Amt |
| Excess From Year1 | $370,872 | ExcessFromYear1Amt |
| Excess From Current Year | $630,372 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| DELAWARE COUNTY COMMUNITY COLLEGE | |||||||
| 901 MEDIA LINE ROAD | MEDIA | PA | 19063 | PLEDGE FOR VETERANS PROGRAM | $10,000 | ||
| FULTON COUNTY MEDICAL CENTER | |||||||
| 214 PEACH ORCHARD RD | MCCONNELLSBURG | PA | 17233 | NURSING EDUCATION | $10,500 | ||
| HOMER HOYT INSTUTUTE | |||||||
| 760 US HIGHWAY 1 | NORTH PALM BEACH | FL | 334084424 | TRAINING DISABLED | $25,000 | THE HOYT CENTER | SUITE 300 |
| PENN STATE UNIVERSITY - BRANDYWINE | |||||||
| 25 YEARSLEY MILL RD | MEDIA | PA | 19063 | EDUCATIONAL SUPPORT | $30,000 | ||
| DELAWARE COUNTY HIGH Q PROGRAM | |||||||
| 1974 SPROUL RD SUITE 300 | BROOMALL | PA | 19008 | SUPPORT ACADEMIC COMPETITION | $50,000 | ||
| FULTON COUNTY MEDICAL CENTER | |||||||
| 214 PEACH ORCHARD RD | MCCONNELLSBURG | PA | 17233 | COMMUNITY HEALTH SERVICES | $200,000 | ||
| TAYLOR COMMUNITY FOUNDATION | |||||||
| PO BOX 277 | RIDLEY PARK | PA | 19078 | EDUCATIONAL SUPPORT | $21,000 | ||
| SIM USA | |||||||
| 14830 CHOATE CIRCLE | CHARLOTTE | NC | 28273 | MISSIONARY SUPPORT | $20,000 | ||
| PENN STATE UNIVERSITY - BRANDYWINE | |||||||
| 25 YEARSLEY MILL RD | MEDIA | PA | 19063 | KRISTEN WOOLEVER FOUNDATION | $10,000 | ||
| MEDIA PRESBYTERIAN CHURCH | |||||||
| 30 E BALTIMORE AVE | MEDIA | PA | 19063 | SPONSOR SPECIAL PROGRAM | $8,000 | ||
| THE COMMUNITY'S FOUNDATION | |||||||
| PO BOX 277 | RIDLEY PARK | PA | 19078 | NURSING SCHOLARSHIPS | $17,500 | ||
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 600 REED ROAD | BROOMALL | PA | 19008 | SUMMER CAMP, EQ. LOAN PROG, RESEARCH | $100,000 | SUITE 104 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | EDUCATIONAL SUPPORT | $200,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $702,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREXEL UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3141 CHESTNUT ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | EDUCATIONAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $1,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,012 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $87,569 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$385 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $88,196 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,196 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $6,848 | Amt |
| Net Investment Income | $685 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,163 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| ORGANIZATION EXPENSES | 2014-01-01 | $16,224 | $5,408 | S/L | 15.0000 | $1,082 |
| COMPUTER EQUIPMENT | 2014-02-28 | $1,398 | $1,351 | S/L | 5.0000 | $47 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 401.99 SHRS SIX CIRCLES ULTRA SHORT | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-11 | SoldDt |
| Gross Sales Price | $4,024 | GrossSalesPriceAmt |
| Basis | $4,024 | BasisAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME MUTUAL FUNDS | AT COST | $1,311,621 | $1,360,358 |
| EQUITY MUTUAL FUNDS | AT COST | $1,748,102 | $1,917,247 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $1,398 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,398 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATION EXPENSES - NET | Desc |
| EOY Book Value | $9,735 | EOYBookValueAmt |
| EOYFMV | $9,735 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $501 | $501 | |
| BANK SERVICE CHARGES | $42 | $38 | $4 |
| OFFICE EXPENSE | $3,309 | $2,978 | $331 |
| PAYROLL PROCESSING | $2,492 | $2,243 | $249 |
| ADVISORY FEES | $11,361 | $11,361 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YR BOOK VALUE ADJMT | Desc |
| Amt | $250,785 | Amt |
Comments