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Nonprofit · EIN 23-3090992

HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY

Tax-exempt · WEST GROVE, PA 19390

Financials

$53K$162K2022$24K$157K2023$25K$180K2024
Revenue Expenses · by fiscal year end
Financials of HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$24,519$180,077-$155,558$4,050,370$0$4,050,370
September 30, 2024990-PF$23,624$156,559-$132,935$3,869,168$0$3,869,168
September 30, 2023990-PF$52,845$162,346-$109,501$3,449,863$0$3,449,863
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$4,860
Dividends
$13,754
Net gain from sales of assets
$5,905

Expenses

Grants and similar amounts paid
$154,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$154,000
Excise tax on investment income
$273

Balance sheet and other

Total assets, start of year
$3,869,168
Total assets, end of year
$4,050,370
Total liabilities, end of year
$0
Net assets, end of year
$4,050,370
Fair market value of assets
$4,050,370
Qualifying distributions
$154,000
Net investment income
$19,659

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-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
RICHARD E WHITE
PO BOX 374, WEST GROVE, PA 19390
BOARD CHAIRMAN6.5$0
JOAN DEMING-MURPHY
PO BOX 374, WEST GROVE, PA 19390
TREASURER6.5$0
MARSHA SPENCER
PO BOX 374, WEST GROVE, PA 19390
RECORDING SECRETARY6.5$0
MAYRA R CASTILLO
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
VILMA DAVIS PHD
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
CONNIE LOGAN EDD
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
JILLIAN MATTIONI DO
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
LORENZO MERINO
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
DAVID L MYERS ESQ
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
990-PF for the year ended September 30, 2024: 9 people
NameTitleHours / weekCompensation
RICHARD E WHITE
PO BOX 374, WEST GROVE, PA 19390
BOARD CHAIRMAN6.5$0
JOAN DEMING-MURPHY
PO BOX 374, WEST GROVE, PA 19390
TREASURER6.5$0
MARSHA SPENCER
PO BOX 374, WEST GROVE, PA 19390
RECORDING SECRETARY6.5$0
MAYRA R CASTILLO
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
VILMA DAVIS PHD
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
CONNIE LOGAN EDD
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
JILLIAN MATTIONI DO
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
LORENZO MERINO
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
DAVID L MYERS ESQ
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
990-PF for the year ended September 30, 2023: 9 people
NameTitleHours / weekCompensation
RICHARD E WHITE
PO BOX 374, WEST GROVE, PA 19390
BOARD CHAIRMAN6.5$0
DEBORAH DART
PO BOX 374, WEST GROVE, PA 19390
TREASURER6.5$0
MARSHA SPENCER
PO BOX 374, WEST GROVE, PA 19390
RECORDING SECRETARY6.5$0
MAYRA R CASTILLO
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
VILMA DAVIS PHD
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
CONNIE LOGAN EDD
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
JILLIAN MATTIONI DO
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
LORENZO MERINO
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0
DAVID L MYERS ESQ
PO BOX 374, WEST GROVE, PA 19390
DIRECTOR6.5$0

Address and contacts

Address (IRS master file)
PO BOX 374, WEST GROVE, PA 19390-0374
In care of
% DOUG LISTMAN
Signed the 990-PF
RICHARD WHITE, BOARD CHAIR
Phone
(484) 272-5848
Return prepared by
BARBACANE THORNTON & COMPANY LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
23-3090992
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2003
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$4,050,370
Income (IRS master file)
$712,488

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$24,519$180,077$4,050,370IRS
990-PFSeptember 2024$23,624$156,559$3,869,168XML
990-PFSeptember 2023$52,845$162,346$3,449,863XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 23-3090992).

Questions about HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY

What is the EIN of HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY?
The employer identification number (EIN) of HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY is 23-3090992.
Is HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY file?
Form 990-PF. Private foundations file every year.
When is the next return of HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY?
The 990-PF for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does HEALTH AND WELFARE FOUNDATION OF SOUTHERN CHESTER COUNTY have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $24,519, expenses of $180,077 and total assets of $4,050,370 at year end.

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