2026-05-28T01:33:33-00:00 2025-12-31 232808145 Michael Rosen & Company 261 Old York Road Suite 511 Jenkintown PA 19046 990 2025-01-01 020545031 The Whitemarsh Foundation WHIT 6108285351 PO Box 538 Lafayette Hill PA 19444 Maura McCarthy Officer 6108285351 2026-05-28 true Michael Rosen P00793659 2158866060 2026-05-28 X 2025 2025-03-06 01:10:19Z Maura McCarthy 548 Flourtown Avenue Lafayette Hill PA 19444 865913 false X www.whitemarshfoundation.org X 2001 PA The mission is to retain and protect the natural, scenic, agricultural or open space values of real estate, to assure the availability of real property for agricultural or open space use, and in particular to preserve Erdenheim Farm located in Whitemarsh Township, Montgomery County, PA. 12 12 2 38 0 455278 407364 0 164614 180357 240619 230948 860511 818669 0 0 208748 358017 0 89505 469924 458625 678672 816642 181839 2027 15510766 16287752 15671 22831 15495095 16264921 To retain and protect the natural, scenic, agricultural or open space values of real estate, to assure the availability of real property for agricultural or open space use, and in particular to preserve Erdenheim Farm located in Whitemarsh Township, Montgomery County, PA under the same meticulous stewardship of its late owner, F Eugene Dixon. false false 608208 The mission is to retain and protect the natural, scenic, agricultural or open space values of real estate, to assure the availability of real property for agricultural or open space use, to further open space education and preservation within the Whitemarsh Valley, and in particular to preserve Erdenheim Farm located in Whitemarsh Township under the same meticulous stewardship of its late owner, F Eugene Dixon. The farm affords special and unique scenic vistas and agricultural landscapes that have been enjoyed and highly valued by generations of area residents, amid increasing suburban development in surrounding communities. 608208 true true false false false false true false false true true false false false false false true false false false false false false false true false false false false true false false false false false true true true false false false false false false false false false true 13 0 true 2 true false false false false false false false false false false false false false X 12 12 false false false false false true false true true false false true true true true false false true true false PA X Donna Lipkin 6108282023 666 W Germantown Pike Plymouth Meeting PA 19462 Kimberly G Sheppard President Emeritus 001.00 X X X 236645 0 14770 Maura McCarthy Executive Director 040.00 X 77500 0 7275 Bruce Ficken Chair Person 002.00 X X 0 0 0 Anthony Maginnis Vice Chair 001.00 X X 0 0 0 Robert Wurtz Board Member 001.00 X 0 0 0 Harriet Campbell Board Member 001.00 X 0 0 0 Gail Harrity Treasurer 001.00 X X 0 0 0 Thomas O'Rourke Board Member 001.00 X 0 0 0 Clifford Haugen Board Member 001.00 X 0 0 0 Louise Johnston Board Member 001.00 X 0 0 0 Robert M Peck Board Member 001.00 X 0 0 0 Debra L Rodgers Board Member 001.00 X 0 0 0 Kenneth LeRoy Board Member 001.00 X 0 0 0 Ellin Dixon-Miller Board Member 001.00 X 0 0 0 Troy Bynum Program Director 040.00 X 0 0 0 314145 22045 1 false true false 407364 407364 180357 180357 29200 29200 29200 29200 243550 47244 196306 Book income 900099 5442 5442 5442 818669 29200 185799 0 0 0 0 314145 157073 78536 78536 0 0 0 23310 11654 5828 5828 20562 10280 5141 5141 0 40005 16453 23552 13150 13150 0 0 35284 35284 6653 6653 82206 82206 0 0 0 0 0 0 0 0 76038 76038 2253 2253 Educational 14094 14094 Utilities and Real Estate Taxes 16668 11092 5576 Maintenance 28701 28405 296 Preserve Expenses 112990 112990 30583 30583 816642 608208 118929 89505 224840 289643 145603 166713 8199054 641796 7633296 7557258 7507026 8274137 1 1 15510766 16287752 11504 18664 4167 4167 15671 22831 X 11613129 12028456 3881966 4236465 15495095 16264921 15510766 16287752 X 2027 767799 X false true X true false X 404872 475371 513471 455278 407364 2256356 404872 475371 513471 455278 407364 2256356 2256356 31776 35013 52802 78199 89314 287104 183438 200837 240300 240619 865194 3408654 0.66190 0.62240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 2 18.00 2 1 false false false 4161438 549281 58004 4652715 3765718 592008 196288 4161438 3264591 560480 59353 3765718 4015481 -562479 188411 3264591 3893950 401103 279572 4015481 0.10000 0.29000 0.61000 false false 5754210 5754210 2343454 639205 1704249 101390 2591 98799 7557258 Financial derivatives and other financial products Closely-held equity interests Federal income taxes 1586468 767799 767799 818669 818669 816642 816642 816642 II 9 On June 1, 2009, the Foundation purchased approximately 91 acres of land and a building also known as the Sheep Tract. In 2008, the Foundation purchased land and buildings known as the Angus Tract. Both of these tracts were part of the Erdenheim Farm. The Foundation received funding from various sources in order to purchase these properties subject to granting an easement restricting development in accordance with the Declaration of Conservation and Open Space, Easement, Covenants and Restrictions conservation agreement. Total cost assigned to the Sheep Tract, before granting of the conservation easement, was 12,249,702 and total cost assigned to assets held for disposition was 350,000, which assets were sold in 2010. Total cost assigned to the Angus Tract, before granting of the conservation easement, was 13,111,866 and total cost assigned to buildings was 600,000. The Foundation holds an easement on the 18.72 acre Sheep Barn Tract owned by Erdenheim Farm SB LLC limiting future development of the Tract. In granting the easements, the Foundation accomplished the easement restrictions attached to the above funding. The value of the Sheep Tract and the Angus Tract easements granted, that is, the difference between the value of the property before and after the easement was granted by the Foundation, was 21,272,883. In accordance with the above agreements, the Foundation has granted certain easements in perpetuity related to certain parcels of the properties acquired. Catered Dinner 243550 243550 47244 243550 243550 47244 47244 196306 X X true false false false false false false false false Kimberly G Sheppard President Emeritus 143815 92830 14770 251415 Bruce Ficken Anthony Maginnis Board Members See Part V false Bruce Ficken Board Member 140590 See Part V false Part IV Line 1 The noted board members are brothers in law. Part IV Line 2 The noted board member also serves on the board of The Hill at Whitemarsh, who contributed to The Whitemarsh Foundation during the year ended 12.31.2025. Form 990, Part VI, Section A, Line 8B The Foundation has an investment committee, which is authorized to oversee the investment of the two endowment funds. The committee meets twice a year and keeps minutes of all meetings. The members include two trustees and three non affiliated members. Form 990, Part VI, Section B, Line 11 The Treasurer of the Foundation reviews the Form 990 before it is presented to the entire board for additional review and approval. Any changes or corrections to the draft are returned to the public accountants for final editing before the signature and filing. Form 990, Part VI, Section B, Line 12C Members of the Board of Directors complete an annual conflict of interest questionnaire. These questionnaires are submitted to designated board members, who then advise the Executive Director of any relationships that have been disclosed. Form 990, Part VI, Section B, Line 15 Compensation for the Executive Director as approved by the board is reflected in the minutes of the board meetings. Form 990, Part VI, Section C, Line 18 Available to the public upon request. Form 990, Part VI, Section C, Line 19 The organizations governing documents, conflict of interest policy, and financial statements are not made available to the public. Form 990, Part XI, Line 5 Net unrealized gain on investments for December 31, 2025 was 767,799.