Nonprofit · EIN 02-0545031
WHITEMARSH FOUNDATION
Tax-exempt · LAFAYETTE HL, PA 19444
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $818,669 | $816,642 | $2,027 | $16,287,752 | $22,831 | $16,264,921 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $407,364
- Program service revenue
- $0
- Investment income
- $180,357
- Net rental income
- $29,200
- Net income from fundraising events
- $196,306
- Other revenue
- $230,948
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $314,145
- Salaries, compensation and benefits (total)
- $358,017
- Professional fundraising fees
- $0
- Legal fees
- $40,005
- Accounting fees
- $13,150
- Depreciation
- $76,038
- Program services (functional)
- $608,208
- Management and general (functional)
- $118,929
- Fundraising (functional)
- $89,505
Balance sheet and other
- Total assets, start of year
- $15,510,766
- Total assets, end of year
- $16,287,752
- Total liabilities, end of year
- $22,831
- Net assets, end of year
- $16,264,921
- Land, buildings and equipment
- $7,557,258
- Publicly traded securities
- $8,274,137
- Net assets without donor restrictions
- $12,028,456
- Net assets with donor restrictions
- $4,236,465
- Gross receipts
- $865,913
- Employees
- 2
- Volunteers
- 38
- Year formed
- 2001
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kimberly G Sheppard | President Emeritus Officer, Key employee, Highest-paid employee | 1 | $236,645 | $14,770 |
| Maura McCarthy | Executive Director Key employee | 40 | $77,500 | $7,275 |
| Bruce Ficken | Chair Person Trustee or director, Officer | 2 | $0 | $0 |
| Anthony Maginnis | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Robert Wurtz | Board Member Trustee or director | 1 | $0 | $0 |
| Harriet Campbell | Board Member Trustee or director | 1 | $0 | $0 |
| Gail Harrity | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Thomas O'Rourke | Board Member Trustee or director | 1 | $0 | $0 |
| Clifford Haugen | Board Member Trustee or director | 1 | $0 | $0 |
| Louise Johnston | Board Member Trustee or director | 1 | $0 | $0 |
| Robert M Peck | Board Member Trustee or director | 1 | $0 | $0 |
| Debra L Rodgers | Board Member Trustee or director | 1 | $0 | $0 |
| Kenneth LeRoy | Board Member Trustee or director | 1 | $0 | $0 |
| Ellin Dixon-Miller | Board Member Trustee or director | 1 | $0 | $0 |
| Troy Bynum | Program Director Key employee | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 538, LAFAYETTE HL, PA 19444-0538
- Principal officer (990 for 2025)
- Maura McCarthy, 548 Flourtown Avenue, Lafayette Hill, PA 19444
- Signed the 990
- Maura McCarthy, Officer
- Phone
- (610) 828-5351
- Return prepared by
- Michael Rosen & Company
Mission
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.
Program accomplishments
- 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.Expenses $608,208
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0545031
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C34)
- Assets (IRS master file)
- $16,287,752
- Income (IRS master file)
- $865,913
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $875,274 | $607,899 | $14,485,996 | IRS |
| 990 | December 2022 | $763,155 | $462,386 | $13,440,089 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about WHITEMARSH FOUNDATION
- What is the EIN of WHITEMARSH FOUNDATION?
- The employer identification number (EIN) of WHITEMARSH FOUNDATION is 02-0545031.
- Is WHITEMARSH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to WHITEMARSH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHITEMARSH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WHITEMARSH FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHITEMARSH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WHITEMARSH FOUNDATION?
- The 990 for the year ended December 31, 2025 names Maura McCarthy.
- Who are the officers and directors of WHITEMARSH FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 15 people; 2 received compensation from the organization, the highest $236,645 (Kimberly G Sheppard, President Emeritus).
- How much revenue does WHITEMARSH FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $818,669, expenses of $816,642 and total assets of $16,287,752 at year end.
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