FRIENDS BOARDING HOME OF BUCKS QUARTERLY MEETING: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: FRIENDS BOARDING HOME OF BUCKS QUARTERLY MEETING (EIN 23-1365330)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-13
IRS object ID: 201243189349303389
Schema version: 2011v1.2
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
Schedule A
Schedule B
Schedule D
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-13T12:56:52-08:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCLAREN & CO PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	504 CORPORATE DRIVE WEST	AddressLine1
City	LANGHORNE	City
State	PA	State
ZIP Code	190478011	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	231365330	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	FRIENDS BOARDING HOME OF BUCKS QUARTERLY MEETING INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	FRIE	NameControl
Phone	2159683346	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 SOUTH CONGRESS STREET	AddressLine1
City	NEWTOWN	City
State	PA	State
ZIP Code	18940	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MICHAEL L WILSON	Name
Title	TREASURER	Title
Phone	2159683346	Phone
Date Signed	2012-11-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ROBERT H MCLAREN CPA	Name
Phone	2155791260	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	MARY ANN DUGAN	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	50 S CONGRESS ST	AddressLine1
City	NEWTOWN	City
State	PA	State
ZIP Code	18940	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	3348546	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.friendshomeandvillage.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1897	YearFormation
State Legal Domicile	PA	StateLegalDomicile
Activity Or Mission Description	Residential Retirement Community	ActivityOrMissionDescription
Nbr Voting Members Governing Body	0	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	0	NbrIndependentVotingMembers
Total Nbr Employees	78	TotalNbrEmployees
Total Nbr Volunteers	15	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	467900	ContributionsGrantsPriorYear
Contributions Grants Current Year	589632	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1649067	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1623064	ProgramServiceRevenueCY
Investment Income Prior Year	87691	InvestmentIncomePriorYear
Investment Income Current Year	95005	InvestmentIncomeCurrentYear
Other Revenue Prior Year	208967	OtherRevenuePriorYear
Other Revenue Current Year	86364	OtherRevenueCurrentYear
Total Revenue Prior Year	2413625	TotalRevenuePriorYear
Total Revenue Current Year	2394065	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1202136	SalariesEtcPriorYear
Salaries Etc Current Year	1241094	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	2719	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1260855	OtherExpensePriorYear
Other Expenses Current Year	1269558	OtherExpensesCurrentYear
Total Expenses Prior Year	2462991	TotalExpensesPriorYear
Total Expenses Current Year	2510652	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-49366	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-116587	RevenuesLessExpensesCY
Total Assets BOY	18491354	TotalAssetsBOY
Total Assets EOY	17796549	TotalAssetsEOY
Total Liabilities BOY	2865402	TotalLiabilitiesBOY
Total Liabilities EOY	2790527	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	15625952	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	15006022	NetAssetsOrFundBalancesEOY
Mission Description	To provide quality retirement residences to senior citizens who seek an independent and	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	2196575	Expense
Revenue	1709428	Revenue
Description	OPERATION AND MAINTENANCE OF A RESIDENTIAL RETIREMENT COMMUNITY	Description
Total Program Service Expense	2196575	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	true	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	78	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	0	NbrVotingGoverningBodyMembers
Number Independent Voting Members	0	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	false	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	CHRISTINE POPPLEWELL	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2159683346	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	50 SOUTH CONGRESS STREET	AddressLine1
City	NEWTOWN	City
State	PA	State
ZIP Code	18940	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
ALDEN JIM
Vice President	5.00	X	X	0	0	0
ASHTON-HERGENHAN CAROL
Board Member	1.00	X		0	0	0
DUGAN MARY ANN
Exec. Director	40.00			87459	0	21308	X	X
COLLINS LISA
Board Member	1.00	X		0	0	0
DWYER TIM
Board Member	1.00	X		0	0	0
GRIFFIN DON
Board Member	1.00	X		0	0	0
HOFF TYLER
Board Member	1.00	X		0	0	0
NELSON SCOTT
Board Member	1.00	X		0	0	0
OLSON HOLLY
Secretary	5.00	X	X	0	0	0
POTTS MIMSEY
Board Member	1.00	X		0	0	0
RICHARDSON CAROL
President	5.00	X	X	0	0	0
WICKER CAROLE
Board Member	1.00	X		0	0	0
WILSON MIKE
Treasurer	5.00	X	X	0	0	0
DALY KATE
Board Member	1.00	X		0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	87459	TotalReportableCompFromOrg
Total Other Compensation	21308	TotalOtherCompensation
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	589632	AllOtherContributions
Total Contributions	589632	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	Rent from retirement community	Description
Business Code	721310	BusinessCode
Total Revenue Column	1623064	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Program Service Revenue	1623064	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	65142	TotalRevenueColumn
Exclusion	$65,142	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	984344	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	954481	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	29863	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	29863	TotalRevenueColumn
Exclusion	$29,863	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Entrance fees	721310	78400	78400
Miscellaneous	721310	4639	4639
Application fees	721310	3325	3325

Field	Value	IRS element (for citing)
Total Other Revenue	86364	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2394065	TotalRevenueColumn
Related Or Exempt Function Income	1709428	RelatedOrExemptFunctionIncome
Exclusion	$95,005	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	87459	Total
Program Services	0	ProgramServices
Management And General	87459	ManagementAndGeneral
Fundraising	0	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	890402	Total
Program Services	836634	ProgramServices
Management And General	53768	ManagementAndGeneral
Fundraising	0	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	174604	Total
Program Services	151021	ProgramServices
Management And General	23583	ManagementAndGeneral
Fundraising	0	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	88629	Total
Program Services	75817	ProgramServices
Management And General	12812	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	32975	Total
Program Services	0	ProgramServices
Management And General	32975	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	9022	Total
Program Services	0	ProgramServices
Management And General	9022	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	12685	Total
Program Services	0	ProgramServices
Management And General	12685	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	25281	Total
Program Services	0	ProgramServices
Management And General	25281	ManagementAndGeneral
Fundraising	0	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	31626	Total
Program Services	0	ProgramServices
Management And General	31626	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	18847	Total
Program Services	0	ProgramServices
Management And General	18847	ManagementAndGeneral
Fundraising	0	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	237283	Total
Program Services	237283	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	125715	Total
Program Services	125715	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	300114	Total
Program Services	300114	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	78337	Total
Program Services	78337	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
Dining room food	149044	149044
Dining room supplies	35799	35799
Housekeeping	11526	11526
Bad Debt	10730	10730

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	190574	Total
Program Services	184555	ProgramServices
Management And General	3300	ManagementAndGeneral
Fundraising	2719	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2510652	Total
Program Services	2196575	ProgramServices
Management And General	311358	ManagementAndGeneral
Fundraising	2719	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	212533	BOY
EOY	165776	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	39328	BOY
EOY	24808	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	2235	BOY
EOY	18532	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	40884	BOY
EOY	24164	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	8244464	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	3532965	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	4938393	BOY
EOY	4711499	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	1356530	BOY
EOY	1517801	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	11901451	BOY
EOY	11333969	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	18491354	BOY
EOY	17796549	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	32579	BOY
EOY	29073	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	2788402	BOY
EOY	2728991	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	44421	BOY
EOY	32463	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	2865402	BOY
EOY	2790527	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3694391	BOY
EOY	3631030	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	65865	BOY
EOY	69658	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	11865696	BOY
EOY	11305334	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	15625952	BOY
EOY	15006022	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	18491354	BOY
EOY	17796549	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-116587	ReconcilationRevenueExpenses
Reconcilation Other Changes	-503343	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2
Public Support Total170	0	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Pertcentage170	0	PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	563294	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	402792	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	535709	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	467900	CurrentTaxYearMinus1Year
Current Tax Year	589632	CurrentTaxYear
Total	2559327	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1370462	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1461095	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1654646	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1851906	CurrentTaxYearMinus1Year
Current Tax Year	1691289	CurrentTaxYear
Total	8029398	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1933756	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1863887	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2190355	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2319806	CurrentTaxYearMinus1Year
Current Tax Year	2280921	CurrentTaxYear
Total	10588725	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	515851	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	380067	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	385480	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	417897	CurrentTaxYearMinus1Year
Current Tax Year	561811	CurrentTaxYear
Total	2261106	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	515851	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	380067	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	385480	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	417897	CurrentTaxYearMinus1Year
Current Tax Year	561811	CurrentTaxYear
Total	2261106	Total

Field	Value	IRS element (for citing)
Public Support Total509	8327619	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	78920	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	68759	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	48454	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	58633	CurrentTaxYearMinus1Year
Total	254766	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	78920	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	68759	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	48454	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	58633	CurrentTaxYearMinus1Year
Total	254766	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Total	10843491	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.76800	PublicSupportPercentage509
Prior Year Support Percentage	0.76990	PriorYearSupportPercentage
Investment Income Percentage	0.02350	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.03180	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Solicited Assets For Sale	false	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	116708	BeginningOfYearBalance
Investment Earnings Or Losses	12115	InvestmentEarningsOrLosses
Other Expenditures	5102	OtherExpenditures
End Of Year Balance	123721	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	110937	BeginningOfYearBalance
Investment Earnings Or Losses	7426	InvestmentEarningsOrLosses
Other Expenditures	1655	OtherExpenditures
End Of Year Balance	116708	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	110362	BeginningOfYearBalance
Investment Earnings Or Losses	2511	InvestmentEarningsOrLosses
Other Expenditures	1936	OtherExpenditures
End Of Year Balance	110937	EndOfYearBalance

Field	Value	IRS element (for citing)
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	true	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	true	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	12906	OtherCostOrOtherBasis
Book Value	12906	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	7348855	OtherCostOrOtherBasis
Depreciation	2937472	Depreciation
Book Value	4411383	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	687002	OtherCostOrOtherBasis
Depreciation	462665	Depreciation
Book Value	224337	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	195701	OtherCostOrOtherBasis
Depreciation	132828	Depreciation
Book Value	62873	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	4711499	TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescription	Book ValueBookValue
Other Current Assets	10738
Beneficial Interests in Perpetual Trusts	11240391
Loan Origination Costs - net	82840

Field	Value	IRS element (for citing)
Total Book Value Other Assets	11333969	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
SEP Contribution Payable	$20,963
Refundable Deposits	$11,500

Field	Value	IRS element (for citing)
Total Of Amounts	32463	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifier	ExplanationExplanation
Pt III Line 1a	These pieces of art were acquired prior to 1974 and are not valued in the organization's financial statements.
Pt III Line 4	The artwork throughout the community enhances the residents' day-to-day sense of "being home."
Pt V Line 4	The organization's endowment funds are intended to provide for the maintenance of the facilities and to
Pt V Line 4	subsidize the rent for the residents.
Pt XI Line 8	Change in Beneficial Interests in Perpetual Trust

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	FIRST NATIONAL TRUST CO OF NEWTON	BusinessNameLine1

Field	Value	IRS element (for citing)
Relationship	Former Director's brother is President	Relationship
Description Of Transaction	Bank president	DescriptionOfTransaction
Sharing Of Revenues	false	SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (14 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI, Line 8b	N/A Subcommittees do not have authority to act on governing
Pt VI, Line 8b	behalf; no notes are taken at sub level meetings.
Pt VI, Line 11a	Directors provided final draft prior to filing.
Pt VI, Line 12c	Before any transaction involving a conflict of interest
Pt VI, Line 12c	is entered into, the Board reviews and discusses the
Pt VI, Line 12c	material facts and only approves the transaction if it
Pt VI, Line 12c	is found to be fair to the organization. Directors
Pt VI, Line 12c	make annual acknowledgments of their knowledge of the
Pt VI, Line 12c	policy.
Pt VI, Line 2	Lydia Lewis, former director, is the sister of John
	Parry, President of First National Bank & Trust Co.
	of Newtown (the trust custodian for a trust that
	provides significant support to the Organization).
Form 990, Part IX, Line 24f	CHARITABLE CONTRIBUTIONS 3300. 3300. MISCELLANEOUS 8497. 5778. 2719. REPAIRS AND MAINTENANCE 178777. 178777.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	FIDUCIARY CORP OF PHILADELPHIA YEARLY MEETING	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1515 CHERRY STREET	AddressLine1
City	PHILADELPHIA	City
State	PA	State
ZIP Code	19102	ZIPCode

Field	Value	IRS element (for citing)
EIN	231968136	EIN
Primary Activities	CHURCH	PrimaryActivities
Legal Domicile State	PA	LegalDomicileState
Exempt Code Section	501(c)(3)	ExemptCodeSection
Public Charity Status	17	PublicCharityStatus

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg