MERION FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MERION FOUNDATION (EIN 20-5374661)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349107640
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:13:31-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232194268 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOOLARD KRAJNIK MASCIANGELO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W WELSH POOL ROAD | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205374661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MERION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 6106641267 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 HAZELHURST AVENUE | AddressLine1Txt |
| City | MERION STATION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ETTELSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106641267 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK LOUGHRY | PreparerPersonNm |
| PTIN | P01444525 | PTIN |
| Phone | 6103635200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,747,128 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Gross Rents Rev And Expnss | $28,446 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $28,446 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $28,446 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$68,740 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $543,833 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,800,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $880 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $880 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $573,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,446 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,326 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,025 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $5,025 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,475 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,665 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,485 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $8,485 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,180 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $276 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $185 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $185 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $91 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,860 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,246 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,246 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $614 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $23,388 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $15,670 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $15,670 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $7,718 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $18,405 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $18,820 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $19,731 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $106,506 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103,429 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $103,429 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,077 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $170,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $153,771 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $153,771 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $402,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,114 | CashBOYAmt |
| Cash EOY | $10,608 | CashEOYAmt |
| Cash EOYFMV | $10,608 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,736,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,736,520 | SavAndTempCashInvstEOYFMVAmt |
| Land BOY | $1,162,322 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $1,174,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,747,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,747,128 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $20,319 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $319,902 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $129,450 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $149,769 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $319,902 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,024,667 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,427,226 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,024,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,427,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,174,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,747,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,024,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $402,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,427,226 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,427,226 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CELINE O'NEILL MGR | IndividualWithBooksNm |
| Phone | 6106441267 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 HAZELHURST AVENUE | AddressLine1Txt |
| City | MERION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ETTELSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 HAZELHURST AVE | AddressLine1Txt |
| City | MERION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE DONATIONS TO COMMUNITY SOCIAL SERVICEORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $559 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $551 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,155 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $128 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $128 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $109 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $109 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,155 | CurrentYearAmt |
| Year1 | $18,542 | Year1Amt |
| Year2 | $17,988 | Year2Amt |
| Year3 | $10,742 | Year3Amt |
| Total | $65,427 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,155 | CurrentYearAmt |
| Year1 | $18,542 | Year1Amt |
| Year2 | $17,988 | Year2Amt |
| Year3 | $10,742 | Year3Amt |
| Total | $65,427 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19 | CurrentYearAmt |
| Year1 | $426 | Year1Amt |
| Year2 | $85 | Year2Amt |
| Year3 | $63 | Year3Amt |
| Total | $593 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MERION COMMUNITY ASSOCIATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 HAZELHURST AVENUE | AddressLine1Txt |
| City | MERION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6106641267 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING NEED AND PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LOWER MERION COMMUNITY NON-PROFIT ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$68,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $543,833 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $475,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $475,973 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SQUARE FEES | CategoryTxt |
| Amt | $276 | Amt |
| Net Investment Income | $185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $185 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $91 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BALA CYNWYD BUILDING | 2016-12-31 | $1,056,911 | $189,700 | SL | 39.000000000000 | $13,550 | $13,550 | $13,550 |
| BATHROOM IMPROVEMENTS | 2017-09-22 | $42,937 | $6,881 | SL | 39.000000000000 | $550 | $550 | $550 |
| DECK | 2017-12-07 | $19,421 | $3,029 | SL | 39.000000000000 | $249 | $249 | $249 |
| DRAPES | 2017-08-31 | $10,865 | $10,865 | SL | 5.000000000000 | $0 | $0 | $0 |
| HVAC | 2017-11-30 | $21,950 | $3,425 | SL | 39.000000000000 | $281 | $281 | $281 |
| KITCHEN IMPROVEMENTS | 2017-11-20 | $8,844 | $1,381 | SL | 39.000000000000 | $113 | $113 | $113 |
| LAND IMPROVEMENTS | 2017-04-26 | $21,086 | $9,373 | SL | 15.000000000000 | $703 | $703 | $703 |
| PAINTING | 2017-12-06 | $32,734 | $5,104 | SL | 39.000000000000 | $420 | $420 | $420 |
| PLUMBING | 2017-10-10 | $10,042 | $1,606 | SL | 39.000000000000 | $129 | $129 | $129 |
| ROOF IMPROVEMENTS | 2017-11-22 | $8,550 | $1,332 | SL | 39.000000000000 | $110 | $110 | $110 |
| CARPENTRY IMPROVEMENTS | 2017-08-29 | $27,523 | $4,471 | SL | 39.000000000000 | $353 | $353 | $353 |
| ELECTRICAL IMPROVEMENTS | 2017-12-06 | $4,373 | $681 | SL | 39.000000000000 | $56 | $56 | $56 |
| DECK | 2018-07-16 | $59,750 | $8,298 | SL | 39.000000000000 | $766 | $766 | $766 |
| ROOF TOP A/C UNIT WITH GAS HEAT | 2019-06-14 | $16,700 | $1,962 | SL | 39.000000000000 | $214 | $214 | $214 |
| HVAC | 2021-07-01 | $34,500 | 150DB | 15.000000000000 | $0 | $1,150 | $1,150 | |
| CHIMNEY | 2021-09-01 | $5,275 | 150DB | 15.000000000000 | $0 | $176 | $176 | |
| ROOF IMPROVEMENTS | 2022-09-30 | $71,020 | $2,276 | SL | 39.000000000000 | $911 | $0 | $911 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $1,800,000 | GrossSalesPriceAmt |
| Basis | $1,256,167 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $543,833 | TotalNetAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $12,665 | LegalFeesAmt |
| Net Investment Income | $8,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,485 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,180 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| UTILITIES | $5,623 | $3,767 | $3,767 | $1,856 |
| WATER | $800 | $536 | $536 | $264 |
| TELEPHONE | $764 | $511 | $511 | $253 |
| GENERAL SUPPLIES | $555 | $372 | $372 | $183 |
| INSURANCE | $0 | $0 | $0 | $0 |
| BANK FEES | $1,138 | $762 | $762 | $376 |
| MISC | $440 | $295 | $295 | $145 |
| CAPITAL IMPROVEMENTS | $86,318 | $86,318 | $86,318 | $0 |
| REPAIR AND MAINTENANCE | $10,566 | $10,566 | $10,566 | $0 |
| OFFICE | $302 | $302 | $302 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $880 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $880 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BMT LOAN | $78,386 | $0 |
| SECURITY DEPOSIT | $6,164 | $0 |
| SBA LOAN | $44,900 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVERTISING | CategoryTxt |
| Amt | $1,860 | Amt |
| Net Investment Income | $1,246 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,246 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $614 | DisbursementsCharitablePrpsAmt |
Comments