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Nonprofiteer
← KIMBERTON FARMS SCHOOL TRUST

Form 990 for tax year 2024

Filed by KIMBERTON FARMS SCHOOL TRUST.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 21 September 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total expenses
$64,155 changed to $64,154
Program services expenses
$55,978 changed to $59,576
Management and general expenses
$8,177 changed to $4,578
Program service expenses (Part III)
$55,978 changed to $59,576

Totals

Total revenue
$237,836
Total expenses
$64,155
Contributions and grants received
$0
Grants paid
$55,978
Program service revenue
$0
Investment income
$237,836
Other revenue
$0
Total assets, end of year
$1,482,839
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,482,839
Program services expenses (Part IX)
$55,978
Management and general expenses
$8,177
Fundraising expenses
$0
Program service expenses (Part III)
$55,978

Program services were 87.3% 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 $50,652 · excluded $50,652

  • 7a · Gross sales of assets other than inventory

    securities $925,269

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

    securities $738,085

  • 7c · Gain or loss

    securities $187,184

  • 7d · Net gain or loss

    total $187,184 · excluded $187,184

  • 11a · Other revenue: PARTNERSHIP INCOME

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $55,978 · program services $55,978

  • 11f · Fees: investment management

    total $7,197 · management and general $7,197

  • 24a · Other expenses: Foreign Taxes on Q Divs

    total $776 · management and general $776

  • 24b · Other expenses: Foreign Taxes on NQ Divs

    total $204 · management and general $204

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $23,320 · end of year $34,695

  • 11 · Investments: publicly traded securities

    beginning of year $1,299,386 · end of year $1,448,143

  • 29 · Capital stock, trust principal or current funds

    end of year $1,482,839

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,322,706

Mission and programs · 2024

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 $55,978 · Grants $55,978

As filed on the 2024 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
    $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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
30 April 2025
IRS schema version
2024v5.1
Source object
202541299349300219

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