Helena Devereux Foundation
- Assets
- $208.3m
- Revenue
- $15.9m
- Investments
- $0.0
- Employees
- 0
- Location
- Villanova, PA
- Founding
- 04/2002
- Data as of
- 06/2022
- EIN
- 30-0034707
Organization Overview
Helena Devereux Foundation is located in Villanova, PA. The organization was established in 2002. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helena Devereux Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Helena Devereux Foundation generated $15.9m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 22.9% each year . All expenses for the organization totaled $2.9m during the year ending 06/2022. While expenses have increased by 0.6% 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
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE HELENA DEVEREUX FOUNDATION HOLDS AND INVESTS ASSETS TO BENEFIT DEVEREUX ADVANCED BEHAVIORAL HEALTH WHICH PROVIDES SERVICES TO INDIVIDUALS AND FAMILIES WITH SPECIAL NEEDS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
HELENA DEVEREUX FOUNDATION (HDF ) INVESTS FUNDS AND USES THE EARNINGS FROM THESE INVESTMENTS TO FURTHER DEVEREUX'S MISSION OF PROVIDING HIGH-QUALITY SERVICES TO CHILDREN, ADULTS AND FAMILIES WITH SPECIAL NEEDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Elva Ferrari-Graham Chair, Trustee | OfficerTrustee | 5 | $0 |
Carl E Clark President And CEO | Officer | 5 | $0 |
Robert C Dunne Sr VP And CFO | Officer | 5 | $0 |
John Kane Sr VP Genl Counsel And Secy | Officer | 5 | $0 |
David A Griffith Controller | Officer | 2 | $0 |
Ramin Arani Trustee | Trustee | 2 | $0 |
Financial Statements
| 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 | $5,073,979 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $10,794,124 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $15,868,103 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,684,195 |
| 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 | $93,456 |
| 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 | $109,283 |
| 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 | $2,886,934 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| 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 | $12,060,000 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $196,243,000 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $208,303,000 |
| Accounts payable and accrued expenses | $154,000 |
| 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 | $29,605,000 |
| Total liabilities | $29,759,000 |
| Net assets without donor restrictions | $172,110,000 |
| Net assets with donor restrictions | $6,434,000 |
| 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 | $208,303,000 |
Grants Awarded
Over the last fiscal year, Helena Devereux Foundation has awarded $2,961,221 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Villanova, PA PURPOSE: Spending rule settlement | $2,413,464 |
Villanova, PA PURPOSE: Scholarship | $547,757 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Helena Devereux Foundation has recieved totaling $107,404.
| Awarding Organization | Amount |
|---|---|
Thomas C And Mary Ann Hays Family Charitable Trust Milwaukee, WI PURPOSE: GENERAL OPERATING | $63,622 |
Boudinot Foundation Malvern, PA PURPOSE: GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $20,000 |
The William S Deakyne Foundation Pebble Beach, CA PURPOSE: CHARITY | $10,000 |
Perini Memorial Foundation Inc Tr Dallas, TX PURPOSE: UNRESTRICTED GENERAL | $9,479 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $3,303 |
Paul S Nadler Fam Charitable Tr New York, NY PURPOSE: GENERAL | $1,000 |
Endowment Analysis
| Beg. Balance | $195,242,000 |
| Earnings | -$24,709,909 |
| Admin Expense | $93,436 |
| Net Contributions | $25,804,345 |
| Ending Balance | $196,243,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Naval Institute Foundation Incorporated Annapolis, MD | $16,478,320 | $8,459,950 |
Baltimore City Foundation Inc Baltimore, MD | $20,625,141 | $25,532,138 |
Siemer Institute Columbus, OH | $21,924,276 | $13,963,015 |
Paula And Jerry Gottesman Family Supporting Foundation Inc Whippany, NJ | $103,919,025 | $11,534,966 |
David And Inez Myers Foundation Cleveland, OH | $231,370,323 | $1,575,245 |
Block 3 Community Urban Redevelopment Corporation Cincinnati, OH | $43,753,173 | $7,948,144 |
The Jimmy And Berta Khezrie Charitable Foundation Long Branch, NJ | $561,838 | $13,044 |
Garnet Health Urgent Care P C Middletown, NY | $2,667,409 | $6,635,976 |
The Harry Halloran Jr Charitable Trust Philadelphia, PA | $26,412,399 | $8,412,088 |
Serv Properties And Management Inc Ewing, NJ | $27,477,154 | $8,087,563 |
Sally And John Morley Family Fund Cleveland, OH | $0 | $0 |
Dayton Foundation Plus Inc Dayton, OH | $83,505,101 | $9,971,050 |