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Nonprofiteer
← KIMBERTON FARMS SCHOOL TRUST

Form 990 for tax year 2023

Filed by KIMBERTON FARMS SCHOOL TRUST.

Totals

Total revenue
$16,220
Total expenses
$61,197
Contributions and grants received
$0
Grants paid
$54,898
Program service revenue
$0
Investment income
$16,220
Other revenue
$0
Total assets, end of year
$1,322,706
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,322,706
Program services expenses (Part IX)
$58,048
Management and general expenses
$3,149
Fundraising expenses
$0
Program service expenses (Part III)
$58,048

Program services were 94.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $45,574 · excluded $45,574

  • 7a · Gross sales of assets other than inventory

    securities $258,434

  • 7b · Less cost or other basis and sales expenses

    securities $287,788

  • 7c · Gain or loss

    securities -$29,354

  • 7d · Net gain or loss

    total -$29,354

  • 11a · Other revenue: PARTNERSHIP INCOME

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $54,898 · program services $54,898

  • 5 · Compensation of officers, directors and key employees

    total $6,299 · program services $3,150 · management and general $3,149

  • 11f · Fees: investment management

    total $0 · management and general $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $39,081 · end of year $23,320

  • 11 · Investments: publicly traded securities

    beginning of year $1,328,602 · end of year $1,299,386

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,367,683 · end of year $1,322,706

Mission and programs · 2023

Mission

TO SUPPORT THE KIMBERTON WALDORF SCHOOL, PARTICULARLY FOR, BUT NOT LIMITED TO, USE IN GRANTING FINANCIAL ASSISTANCE TO STUDENTS OF ABILITY WITHOUT MATERIAL MEANS.

  • KIMBERTON WALDORF SCHOOL

    Expenses $58,048 · Grants $54,898

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • The Glenmede Trust Company Na

    TRUSTEE

    Total calculated
    $6,299
    From this org
    $6,299
    From related orgs
    $0
    Other
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2024
IRS schema version
2023v5.0
Source object
202411309349302781

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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