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Nonprofiteer
← JOSIAH WHITES QUAKERDALE FOUNDATION

Form 990 for tax year 2023

Filed by JOSIAH WHITES QUAKERDALE FOUNDATION.

Totals

Total revenue
$1,492,125
Total expenses
$1,268,453
Contributions and grants received
$880,007
Grants paid
$479,852
Program service revenue
$2,076
Investment income
$255,214
Other revenue
$354,828
Total assets, end of year
$19,862,029
Total liabilities, end of year
$755,297
Net assets or fund balances, end of year
$19,106,732
Program services expenses (Part IX)
$679,144
Management and general expenses
$330,083
Fundraising expenses
$259,226
Program service expenses (Part III)
$679,144

Program services were 53.5% 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.

  • 1c · Fundraising events

    $148,695

  • 1f · All other contributions, gifts and grants

    $731,312

  • 2a · Program service revenue: PROGRAM SERVICE REVENU

    total $2,076 · related or exempt $2,076

  • 3 · Investment income

    total $129,807 · excluded $129,807

  • 6a · Gross rents

    real property $611,688

  • 6b · Less rental expenses

    real property $231,901

  • 6c · Rental income or loss

    real property $379,787

  • 6d · Net rental income or loss

    total $379,787 · excluded $379,787

  • 7a · Gross sales of assets other than inventory

    securities $338,141

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

    securities $212,734

  • 7c · Gain or loss

    securities $125,407

  • 7d · Net gain or loss

    total $125,407 · related or exempt $125,407

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $148,695

  • 8b · Fundraising events: direct expenses

    $48,321

  • 8c · Net income from fundraising events

    total -$48,321 · excluded -$48,321

  • 11a · Other revenue: CHANGE IN VALUE OF LIF

    total $23,362 · excluded $23,362

  • 11e · Other revenue, total

    $23,362

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $479,852 · program services $479,852

  • 5 · Compensation of officers, directors and key employees

    total $80,000 · program services $8,000 · management and general $64,000 · fundraising $8,000

  • 7 · Other salaries and wages

    total $130,369 · fundraising $130,369

  • 8 · Pension plan contributions

    total $3,880 · fundraising $3,880

  • 10 · Payroll taxes

    total $9,229 · fundraising $9,229

  • 11c · Fees: accounting

    total $16,230 · management and general $16,230

  • 11f · Fees: investment management

    total $31,728 · management and general $31,728

  • 11g · Fees: other

    total $88,195 · program services $8,819 · management and general $70,556 · fundraising $8,820

  • 13 · Office expenses

    total $2,970 · program services $742 · management and general $743 · fundraising $1,485

  • 14 · Information technology

    total $6,469 · program services $647 · management and general $5,175 · fundraising $647

  • 17 · Travel

    total $4,728 · program services $1,891 · management and general $946 · fundraising $1,891

  • 19 · Conferences, conventions and meetings

    total $62,134 · fundraising $62,134

  • 20 · Interest

    total $71,599 · management and general $71,599

  • 22 · Depreciation, depletion and amortization

    total $125,135 · program services $87,594 · management and general $25,027 · fundraising $12,514

  • 23 · Insurance

    total $69,771 · program services $48,840 · management and general $13,954 · fundraising $6,977

  • 24a · Other expenses: OTHER

    total $84,223 · program services $42,112 · management and general $29,478 · fundraising $12,633

  • 24b · Other expenses: TELEPHONE

    total $1,941 · program services $647 · management and general $647 · fundraising $647

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $846,916 · end of year $60,120

  • 2 · Savings and temporary cash investments

    end of year $303,788

  • 4 · Accounts receivable

    beginning of year $22,759 · end of year $6,797

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,906 · end of year $2,503

  • 10a · Land, buildings and equipment: cost or other basis

    $9,046,699

  • 10b · Land, buildings and equipment: accumulated depreciation

    $184,010

  • 10c · Land, buildings and equipment, net

    beginning of year $12,693,047 · end of year $8,862,689

  • 11 · Investments: publicly traded securities

    beginning of year $5,824,063 · end of year $6,940,950

  • 15 · Other assets

    beginning of year $1,649,353 · end of year $3,685,182

  • 17 · Accounts payable and accrued expenses

    beginning of year $61,362 · end of year $171,841

  • 18 · Grants payable

    beginning of year $82,303 · end of year $126,519

  • 23 · Secured mortgages and notes payable

    beginning of year $508,803 · end of year $455,265

  • 25 · Other liabilities

    beginning of year $2,163 · end of year $1,672

  • 27 · Net assets without donor restrictions

    beginning of year $20,384,413 · end of year $19,106,732

Mission and programs · 2023

Mission

TO CARRY FORTH THE DESIRE OF JOSIAH WHITE, AS SET OUT IN HIS WILL, TO PROVIDE A SPIRITUAL EDUCATION TO CHILDREN, YOUNG ADULTS, AND THEIR FAMILIES THAT EMPHASIZES QUAKER HISTORY AND VISION AS WELL AS CHRISTIAN VALUES

Activities or mission (Part I)

TO PROVIDE A SPIRITUAL EDUCATION TO CHILDREN, YOUNG ADULTS, AND THEIR FAMILIES

  • TO PROVIDE GRANTS AND OTHER ASSISTANCE TO NONPROFIT PROGRAMS WHO CARRY FORTH THE DESIRE OF JOSIAH WHITE, AS SET OUT IN HIS WILL, TO PROVIDE A SPIRITUAL EDUCATION TO CHILDREN, YOUNG ADULTS, AND THEIR FAMILIES THAT EMPHASIZES QUAKER HISTORY AND VISION AS WELL AS CHRISTIAN VALUES

    Expenses $679,144 · Grants $479,852 · Revenue $2,076

As filed on the 2023 return.

Listed in Part VII

  • Wes Blanchard

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • John Rains

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Nancy Stevens

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Nancy Schornack

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Randy Kernen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Scott Biddle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Parke Adamson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Manny Garcia

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert Talbot

    EXECUTIVE DIRECTOR

    Total calculated
    $80,000
    From this org
    $80,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    30

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349302037

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

The source document this was parsed from is served over the API, which is where bulk and document access live.