Lot Holders Lot Endowment Fund Trus is located in Bala Cynwyd, PA. The organization was established in 0000. According to its NTEE Classification (Y11) the organization is classified as: Single Organization Support, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lot Holders Lot Endowment Fund Trus is a 501(c)(13) and as such, is described as a "Cemetery Company" by the IRS.
For the year ending 12/2021, Lot Holders Lot Endowment Fund Trus generated $1.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.8% each year. All expenses for the organization totaled $1.3m during the year ending 12/2021. While expenses have increased by 6.8% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
CARE & MAINT. OF CEMETERY LOTS
Describe the Organization's Program Activity:
Part 3 - Line 4a
PAYMENTS TO CEMETERY OPERATING ACCOUNTS FOR LOT CARE ON INDIVIDUAL LOTS
Name (title) | Role | Hours | Compensation |
---|---|---|---|
James L Pope Chairman | OfficerTrustee | 1 | $0 |
R Kimber David Secretary | OfficerTrustee | 1 | $0 |
Linda C Henry Vice Chairman | OfficerTrustee | 1 | $0 |
Logan Smith Treasurer | OfficerTrustee | 1 | $0 |
Nancy A Goldenberg President | Officer | 1 | $0 |
Wilson L Smith Director | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $0 |
Investment income | $167,599 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $1,162,766 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $1,330,365 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $0 |
All other expenses | $0 |
Total functional expenses | $1,295,000 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $2,323,233 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $36,024,885 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $83,912 |
Total assets | $38,432,030 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | -$24 |
Total liabilities | -$24 |
Net assets without donor restrictions | $0 |
Net assets with donor restrictions | $38,432,054 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $38,432,030 |
Beg. Balance | $32,979,464 |
Earnings | $2,162,015 |
Net Contributions | $3,163,717 |
Other Expense | $1,302,633 |
Ending Balance | $37,002,563 |
Organization Name | Assets | Revenue |
---|---|---|
Columbia University Retiree Medical And Life Ins Benefits Tr New York, NY | $260,242,864 | $15,024,867 |
Hampshire Club Inc Mamaroneck, NY | $1,599,026 | $6,324,645 |
Dc9 Realty Corp New York, NY | $9,096,513 | $1,390,574 |
Lot Holders Lot Endowment Fund Trus Bala Cynwyd, PA | $38,432,030 | $1,330,365 |
Friends Of Laurel Hill And West Laurel Hill Cemeteries Philadelphia, PA | $493,842 | $620,253 |
Dea Building Corporation New York, NY | $1,613,856 | $311,457 |
Bethlehem Volunteer Firemens Home Assoc Bethlehem, PA | $862,299 | $268,434 |
Roosevelt Democratic Club Of Lehigh Township Danielsville, PA | $213,198 | $0 |
George Meany Boulevard Real Estate Company Inc Long Island City, NY | $1,688,727 | $179,748 |
Branchburg Travel Soccer Club Btsc Branchburg, NJ | $80,284 | $0 |
Friends Of Abandoned Cemeteries Inc Staten Island, NY | $2,728 | $0 |
Helen Guldin Co-Tr Uw Fbo Immanuel United Church Of Christ Buffalo, NY | $815,921 | $99,874 |