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Health And Welfare Foundation Of Southern Chester County

  • West Grove, PA
  • Tax-exempt since March 2003
  • EIN: 23-3090992

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$23.6k (2024)

Expenses
$157k (2024)

Total Assets
$3.87M (2024)

Total Liabilities
$0 (2024)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,624
Expenses
$156,559
Net Income
-$132,935
Net Assets
$3,869,168
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,542
19.2%
Interest Revenue $0
Dividends $13,385
56.7%
Sales of Assets $5,697
24.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $132,000
84.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,869,168
Total Liabilities $0
Net Assets $3,869,168
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
Joan Deming Murphy (Treasurer) $0 $0
Marsha Spencer (Recording Secretary) $0 $0
Mayra R Castillo (Director) $0 $0
Vilma Davis Phd (Director) $0 $0
Connie Logan Edd (Director) $0 $0
Jillian Mattioni Do (Director) $0 $0
Lorenzo Merino (Director) $0 $0
David L Myers Esq (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on July 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,845
Expenses
$162,346
Net Income
-$109,501
Net Assets
$3,449,863
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,640
8.8%
Interest Revenue $0
Dividends $51,466
97.4%
Sales of Assets -$3,261
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $142,000
87.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,449,863
Total Liabilities $0
Net Assets $3,449,863
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
Deborah Dart (Treasurer) $0 $0
Marsha Spencer (Recording Secretary) $0 $0
Mayra R Castillo (Director) $0 $0
Vilma Davis Phd (Director) $0 $0
Connie Logan Edd (Director) $0 $0
Jillian Mattioni Do (Director) $0 $0
Lorenzo Merino (Director) $0 $0
David L Myers Esq (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$121,719
Expenses
$175,559
Net Income
-$53,840
Net Assets
$3,278,051
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,442
3.6%
Interest Revenue $0
Dividends $64,662
53.1%
Sales of Assets $52,615
43.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,805
72.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,278,051
Total Liabilities $0
Net Assets $3,278,051
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
Deborah Dart (Treasurer) $0 $0
Marsha Spencer (Recording Secretary) $0 $0
Mayra R Castillo (Director) $0 $0
Constance K Logan Edd (Director) $0 $0
Jillian Mattioni Do (Director) $0 $0
Lorenzo Merino (Director) $0 $0
David L Myers Esq (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,172
Expenses
$166,750
Net Income
-$59,578
Net Assets
$3,815,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,216
3.9%
Interest Revenue $0
Dividends $63,271
59.0%
Sales of Assets $39,685
37.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $125,600
75.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,815,230
Total Liabilities $0
Net Assets $3,815,230
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
William D Pugh Cfre (Vice Chairman) $0 $0
Deborah Dart (Treasurer) $0 $0
Constance K Logan Edd (Director) $0 $0
William L Cook Md (Director) $0 $0
Joan M Holliday Rnphn (Director) $0 $0
David L Myers Esquire (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$572,533
Expenses
$192,489
Net Income
$380,044
Net Assets
$3,293,501
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $443,337
77.4%
Interest Revenue $221
0.0%
Dividends $61,483
10.7%
Sales of Assets $60,225
10.5%
Other Income $7,267
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $146,533
76.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,295,901
Total Liabilities $2,400
Net Assets $3,293,501
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
William D Pugh Cfre (Vice Chairman) $0 $0
Deborah Dart (Treasurer) $0 $0
Constance K Logan Edd (Director) $0 $0
William L Cook Md (Director) $0 $0
Joan M Holliday Rnphn (Director) $0 $0
David L Myers Esquire (Director) $0 $0
Melanie Weiler (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$136,472
Expenses
$154,164
Net Income
-$17,692
Net Assets
$2,957,370
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,169
3.1%
Interest Revenue $3,565
2.6%
Dividends $65,560
48.0%
Sales of Assets $63,178
46.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $106,300
69.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,957,638
Total Liabilities $268
Net Assets $2,957,370
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
William D Pugh Cfre (Vice Chairman) $0 $0
Deborah Dart (Treasurer) $0 $0
Constance K Logan Edd (Director) $0 $0
William L Cook Md (Director) $0 $0
Joan M Holliday Rnphn (Director) $0 $0
David L Myers Esquire (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$142,107
Expenses
$228,006
Net Income
-$85,899
Net Assets
$3,673,299
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,076
2.9%
Interest Revenue $12,125
8.5%
Dividends $74,296
52.3%
Sales of Assets $51,610
36.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,000
73.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,674,403
Total Liabilities $1,104
Net Assets $3,673,299
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
William D Pugh Cfre (Vice Chairman) $0 $0
Deborah Dart (Treasurer) $0 $0
Constance K Logan Edd (Director) $0 $0
Dr William L Cook (Director) $0 $0
Joan M Holliday Rnphn (Director) $0 $0
David L Myers Esquire (Director) $0 $0
Cheryl J Mcconnell Murp (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Jan. 28, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$236,815
Expenses
$224,370
Net Income
$12,445
Net Assets
$3,839,609
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,990
1.7%
Interest Revenue $11,490
4.9%
Dividends $141,138
59.6%
Sales of Assets $78,620
33.2%
Other Income $1,577
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $165,600
73.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,843,790
Total Liabilities $4,181
Net Assets $3,839,609
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
William D Pugh Cfre (Vice Chairman) $0 $0
Debra H Horak (Treasurer) $0 $0
Tamara K Brosius Rn (Director) $0 $0
Dr William L Cook (Director) $0 $0
Joan M Holliday Rnphn (Director) $0 $0
David L Myers Esquire (Director) $0 $0
Cheryl J Mcconnell Murp (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$250,102
Expenses
$172,297
Net Income
$77,805
Net Assets
$3,975,329
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,949
1.6%
Interest Revenue $8,667
3.5%
Dividends $150,557
60.2%
Sales of Assets $83,898
33.5%
Other Income $3,031
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,500
69.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,975,529
Total Liabilities $200
Net Assets $3,975,329
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
William D Pugh Cfre (Vice Chairman) $0 $0
Debra H Horak (Treasurer) $0 $0
Tamara K Brosius Rn (Director) $0 $0
Dr William L Cook (Director) $0 $0
Joan M Holliday Rnphn (Director) $0 $0
David L Myers Esquire (Director) $0 $0
Cheryl J Mcconnell Murp (Director) $0 $0
Richard I Wade Cpa (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 6, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$395,722
Expenses
$232,590
Net Income
$163,132
Net Assets
$3,857,818
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,831
1.0%
Interest Revenue $10,829
2.7%
Dividends $124,851
31.6%
Sales of Assets $236,664
59.8%
Other Income $19,547
4.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $169,500
72.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,866,626
Total Liabilities $8,808
Net Assets $3,857,818
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
William D Pugh Cfre (Vice Chairman) $0 $0
Debra H Horak (Treasurer) $0 $0
Tamara K Brosius Rn (Director) $0 $0
Dr William L Cook (Director) $0 $0
Joan M Holliday Rnphn (Director) $0 $0
David L Myers Esquire (Director) $0 $0
Cheryl J Mcconnell Murp (Director) $0 $0
Richard I Wade Cpa (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on March 22, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$334,757
Expenses
$239,712
Net Income
$95,045
Net Assets
$4,864,001
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,610
1.1%
Interest Revenue $10,475
3.1%
Dividends $142,036
42.4%
Sales of Assets $176,583
52.7%
Other Income $2,053
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,500
71.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,867,615
Total Liabilities $3,614
Net Assets $4,864,001
Compensation
Key Employees and Officers Compensation Other
Richard E White (Board Chairman) $0 $0
William D Pugh Cfre (Vice Chairman) $0 $0
Debra H Horak (Treasurer) $0 $0
Tamara K Brosius Rn (Director) $0 $0
Dr William L Cook (Director) $0 $0
Joan M Holliday Rnphn (Director) $0 $0
David L Myers Esquire (Director) $0 $0
Cheryl J Mcconnell Murp (Director) $0 $0
Richard I Wade Cpa (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$363,959
Expenses
$236,881
Net Income
$127,078
Net Assets
$4,752,475
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,640
1.0%
Interest Revenue $46,787
12.9%
Dividends $112,147
30.8%
Sales of Assets $189,877
52.2%
Other Income $64
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,500
71.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,753,020
Total Liabilities $545
Net Assets $4,752,475

Document Links

990-PF
Filed on Dec. 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$252,394
Expenses
$316,594
Net Income
-$64,200
Net Assets
$4,625,397
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $33,804
13.4%
Interest Revenue $33,163
13.1%
Dividends $88,183
34.9%
Sales of Assets $92,296
36.6%
Other Income $1,652
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $237,250
74.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,625,997
Total Liabilities $600
Net Assets $4,625,397

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$310,850
Expenses
$383,390
Net Income
-$72,540
Net Assets
$4,689,597
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,510
5.3%
Interest Revenue $0
Dividends $109,279
35.2%
Sales of Assets $0
Other Income $216,043
69.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $297,750
77.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,918,348
Total Liabilities $228,751
Net Assets $4,689,597

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$310,850
Expenses
$383,390
Net Income
-$72,540
Net Assets
$4,689,597
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,510
5.3%
Interest Revenue $0
Dividends $109,279
35.2%
Sales of Assets $0
Other Income $216,043
69.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $297,750
77.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,918,348
Total Liabilities $228,751
Net Assets $4,689,597

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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