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Nonprofiteer
← JOSIAH WHITES QUAKERDALE FOUNDATION

Form 990 for tax year 2024

Filed by JOSIAH WHITES QUAKERDALE FOUNDATION.

Totals

Total revenue
$1,793,827
Total expenses
$1,400,794
Contributions and grants received
$296,317
Grants paid
$524,771
Program service revenue
$12,057
Investment income
$1,104,404
Other revenue
$381,049
Total assets, end of year
$20,160,922
Total liabilities, end of year
$602,884
Net assets or fund balances, end of year
$19,558,038
Program services expenses (Part IX)
$772,092
Management and general expenses
$461,557
Fundraising expenses
$167,145
Program service expenses (Part III)
$772,092

Program services were 55.1% 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

    $155,835

  • 1f · All other contributions, gifts and grants

    $140,482

  • 2a · Program service revenue: PROGRAM SERVICE REVENUES

    total $12,057 · related or exempt $12,057

  • 3 · Investment income

    total $257,192 · excluded $257,192

  • 6a · Gross rents

    real property $524,281

  • 6b · Less rental expenses

    real property $134,341

  • 6c · Rental income or loss

    real property $389,940

  • 6d · Net rental income or loss

    total $389,940 · excluded $389,940

  • 7a · Gross sales of assets other than inventory

    securities $2,323,108

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

    securities $1,475,896

  • 7c · Gain or loss

    securities $847,212

  • 7d · Net gain or loss

    total $847,212 · excluded $847,212

  • 8a · Fundraising events: gross income

    $0

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

    $155,835

  • 8b · Fundraising events: direct expenses

    $49,483

  • 8c · Net income from fundraising events

    total -$49,483 · excluded -$49,483

  • 11a · Other revenue: CHANGE IN VALUE OF LIFE INSURANCE

    total $40,592 · excluded $40,592

  • 11e · Other revenue, total

    $40,592

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $524,771 · program services $524,771

  • 5 · Compensation of officers, directors and key employees

    total $156,769 · program services $39,192 · management and general $101,900 · fundraising $15,677

  • 7 · Other salaries and wages

    total $133,445 · program services $66,723 · management and general $13,344 · fundraising $53,378

  • 8 · Pension plan contributions

    total $3,997 · program services $1,998 · management and general $400 · fundraising $1,599

  • 10 · Payroll taxes

    total $10,049 · program services $5,024 · management and general $1,005 · fundraising $4,020

  • 11b · Fees: legal

    total $21,344 · management and general $21,344

  • 11c · Fees: accounting

    total $14,800 · management and general $14,800

  • 11f · Fees: investment management

    total $35,051 · management and general $35,051

  • 11g · Fees: other

    total $76,302 · program services $19,077 · management and general $49,596 · fundraising $7,629

  • 12 · Advertising and promotion

    total $65,992 · program services $23,654 · fundraising $42,338

  • 13 · Office expenses

    total $5,868 · program services $1,467 · management and general $1,467 · fundraising $2,934

  • 14 · Information technology

    total $6,009 · program services $601 · management and general $4,807 · fundraising $601

  • 17 · Travel

    total $5,533 · program services $2,213 · management and general $1,107 · fundraising $2,213

  • 19 · Conferences, conventions and meetings

    total $252 · fundraising $252

  • 20 · Interest

    total $69,685 · management and general $69,685

  • 22 · Depreciation, depletion and amortization

    total $34,984 · program services $24,489 · management and general $6,997 · fundraising $3,498

  • 23 · Insurance

    total $49,855 · program services $34,898 · management and general $9,971 · fundraising $4,986

  • 24a · Other expenses: CREDIT LOSSES

    total $110,441 · management and general $110,441

  • 24b · Other expenses: OTHER

    total $75,123 · program services $27,811 · management and general $19,467 · fundraising $27,845

  • 24c · Other expenses: TELEPHONE

    total $524 · program services $174 · management and general $175 · fundraising $175

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $60,120 · end of year $360,967

  • 2 · Savings and temporary cash investments

    beginning of year $303,788

  • 4 · Accounts receivable

    beginning of year $6,797 · end of year $34,072

  • 7 · Other notes and loans receivable

    end of year $2,810,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,503 · end of year $4,428

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

    $9,056,149

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

    $218,994

  • 10c · Land, buildings and equipment, net

    beginning of year $8,862,689 · end of year $8,837,155

  • 11 · Investments: publicly traded securities

    beginning of year $6,940,950 · end of year $6,564,447

  • 15 · Other assets

    beginning of year $3,685,182 · end of year $1,549,853

  • 17 · Accounts payable and accrued expenses

    beginning of year $171,841 · end of year $62,781

  • 18 · Grants payable

    beginning of year $126,519 · end of year $143,000

  • 23 · Secured mortgages and notes payable

    beginning of year $455,265 · end of year $395,957

  • 25 · Other liabilities

    beginning of year $1,672 · end of year $1,146

  • 27 · Net assets without donor restrictions

    beginning of year $19,106,732 · end of year $19,558,038

Mission and programs · 2024

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 $772,092 · Grants $524,771 · Revenue $12,057

As filed on the 2024 return.

Listed in Part VII

  • Wes Blanchard

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Parke Adamson

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • John Rains

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Randy Kernen

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Mary Thury

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lee Eft

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Scott Biddle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • David Willits

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Manny Garcia

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    2

  • Robert Talbot

    EXECUTIVE DIRECTOR

    Total calculated
    $156,769
    From this org
    $156,769
    From related orgs
    $0
    Other
    $0
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $156,769
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $156,769

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

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

Provenance

Return type
form_990
Tax year
2024
Filed
9 October 2025
IRS schema version
2024v5.2
Source object
202542829349301919

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

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