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oepa,men a up rrov .y
imema pewee SeMm Note The org anization ma
Treated as a Private Foundation
be able to use e W of [ha return to satisfy sate reporting
2001
Far calendar year 2001, or W : year beginning , 2001, and ending 20
G Check all that apply E] Initial return E] Final return 0 Amended return Address change 0 Name change
Na'"e U organization Employer iOerWrocdion nmiDer
US¢ The IRS
label Radnor Enhancement Community Trust do Clinton Stuntebeek 23 .7648974
Mmber and street (or P O Eoa mamba d mat is rot ddrvemd m street addreSS) Room Telephone rumba (sue page 10 U the irtstncvms)
print
Sehnader Harrison Segal 8 Lewis 1600 Market Street Ste. 3600 ( 670 ) 660-8641
ortype
See Specific City « town sisie and ZIP cone C II exempton appication is pending Check hue 11.. 1 :1
Instructions. Philadelphia, PA 79703-7213 D 1 Faeqi organizations. check here
H Check type of organization R) Section 501(c)(3) exempt private foundation 2 Fveg nrngsni :e[onsmeenngtM85%test
" 0
Section 4947(a)(1) nonexempt charitable trust E] Other taxable private Foundation check here end aINU tom/MeUOn
E It Rrvate toundatnn status was terminated
I Fair market value of all assets at end J Accounting method 21 Cash Accrual under section 507(DH79A) check mere 11, 0
of year ((rom Part ll, cot (c), E] Other (s peci fy) --°-------- -- F II the loundamn is in a 60-month termination
line 16) " f 152,003 Pan l, column (60 must be an cash ha under section so7(h)nxe) check mere .D
~/ Analysis a Revenue and Expenses Rhe tool d (a) ~~,,g,~ and (d) Disdasertems
(b) Net mveSUnem (c) Aripsted net
amounts m columns (b) (c) and (d) may trot necessarily equal expenses per for charitable
Mom, income aaoases
the amwmes m column (a) lace page To or the instructions)) books
S za Total o
~s 1o ass o o 10,639
A Add lines 13 through 23
25 Contributions, gifts, grants paid 0 0-
0 26 Total ex penses and disbursements Add fines 24 and 25 70,839 0 0 10,639
27 Subtract line 26 from line 12
a Excess d revenue over expenses and disbursements 59,855
b Net Investment income (f negative, enter -0-) 3,763
c Adj usted net income (if ne gative, enter -0-) 0
For Paperwork Reduction Act Notice, see use oawctio.s " C81 No 11389% Fqm 990-PF Room
Form 9WVF (3001) Page
Attached schedules amounts m de description colurtn Beginning of year End of year
Balance Sheets skald be for and-of "Mum m (see insuuanfs ) lel Book value 0)I Book Value (c) Fair Market Value
1 Cash--non-unerest-beanng 0 0 0
2 Savings and temporary cash investments 82,148 752,003 152,003
3 Accounts receivable " ____________ . ._ . . . . . . . ._ ._ . . . . . . . . . . . . . . ~M//'
Less allowance for doubtful accounts " ______ . . . . . . . . . . 0_ 0 0 0
4 Pledges receivable " -°----°-°---°---------- ----------- . . . .
Less allowance for doubtful accounts " . . . . . . . . . . . . . . . . 0_ 0 0 0
5 Grants receivable 0 0 0
1 Total net assets or fund balances at beginning of year-Part II, column (a), line 30 (must agree with
end-of-year figure reported on prior year's return)
2 Enter amount from Part I, line 27a 2 59,855
3 Other increases not included m line 2 (itemize) " . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _____ . . . . . . . 3 0
4 Add fines 1, 2, and 3 4 752,003
5 Decreases not included in line 2 (itemize) " A~couManYS fee .. .. . .. 5 5,275
(a) Lm and describe the kind(S) of property sold (e g , real state, (c) Date acquires I (~ Dale sofa
2-51ory Onck warehouse or common stock 200 shs MLC Cc) (mo, day K) (mo day yr)
NOT APPLICABLE
(e) Grow sales yite m DepreGa00n allowed (g) Cost a other bass (W Gain or flow)
(or allowable) I plus expense of sale I (e) plus N minus (q)
0 0 0
0
0 0 0
'.omplete only la assets showing gain in column (h) and owned by the foundation on 12/31/69
M Gains (Col (n) gain mirws
Q) Rdrus[ed basis pi Excess of cot () cd (k) Cut nor less than 0 1 or
0) F M V as d 12/71/69 Losses (from col N)
BS of 12/31/69 over cot Q d any
01 0 0
0 0 0
2 Capital gain net income or (net capital loss) j If pain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7 0
3 Net short-term capital gain or (loss) as defined m sections 1222(5) and (6)
I( gain, also enter in Pan I, line 8, column (c) (sec pages 13 and 17 of the instructions)
It (los) . enter -0- in Part 1 . line 8 0
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income
Was the organization liable for the sedan 4942 tax on the distnbutable amount of any year in the base penod? 0 Yes 0 No
If "Yes " the organization does not qualify under section 4940(e) Do not complete this part
1 Enter we appropriate amount in each column for each year, see page 18 of we instructions before making any envies
lal 141
Base period yeas Adjusted qualifying distributions NN slue of ronehaniade use assets Distribution 200
CalenGU year (w tax year beginmfg m) (Col (b) dmded by cot (c))
2000 51 .188 101 .893 51
4 Enter the net value of noncharRable-use assets for 2001 from Part X, line 5 4 120,193
1a Exempt opaaung foundations described in section 49400(2), check here " 0 and enter "N/A" on line 1
Date of ruling letter . . . . . . . . . . . . . . . . . (attach copy of ruling letter it necessary-see instructions)
b Domestic organizations that meet we section 4940(e) requirements in Part V, check
here " D and enter 1% of Part I line 27b
C All other domestic wipnvauons artier 2% of line 27b Exempt foreign orqanlalnis emer 4% d Pan I Lne 12 cot (h)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
3 Add lines 1 and 2
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
5 Tax based m investment income Subtract line 4 from line 3 If zero w less, enter -0-
6 Credits/Payments
a 2001 estimated tax payments and 2000 overpayment credited to 2001
b Exempt foreign organizations-tax withheld at source 6b 0
c Tax paid with application for extension of time to file (Form 8868)
d Backup withholding erroneously withheld I Sell 1 01
7 Total credits and payments Add lines 6a through 6d
8 Enter any penalq for underpayment of estimated tax Check here 0 d Form 2220 is attached
9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed
10 Overpayment If tine 7 is more than the total of lines 5 and 8, enter the amount werpa:d
1a During the lax year, did the organization attempt to influence any national, state, or local legislation or did Yes no
it participate or intervene in any political campaign? ~a r
b Did it spend more than 5100 during the year farther directly or indirectly) for political purposes (see page y
19 of the instructions for definition)?
If the answer is "Yes"to la or 1b, attach a detailed description of the activities and copes of any materials
published or distributed by the organization in connection with the activities
c Did the organization file Farm 1120-POL for this years ~~ r
d Enter the amount (d any) of tax on political expenditures (section 4955) imposed dunng the year
(7) On the organization " $ (2) On organization managers " E
e Enter the reimbursement (d any) paid by the organization during the year for political expenditure tax imposed
on organization managers " f
2 Has the organization engaged in any activities that have not previously been reported to the IRS 2 r
I( "Yes," attach a detailed description of the activities
3 Has the organization made any changes, not previously reported to the IRS, in it governing instrument, articles /
of incorporation, or bylaws, or other similar instruments? I!'Yes,"attach a conformed copy of the changes 3 r
4a Did the organization have unrelated business gross income of E7,000 or more during the years 4a r
b If "Yes " has it filed a tax return on Form 990-T (or this year? 4b r
5 Was there a liquidation, termination, dissolution, or substantial contraction dunng the year?
I! "Yes " attach the statement required by General Instruction T
6 Are [he requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either
" By language in the governing instrument or
" By slate legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with we stale law remain in the governing instrument? 6 V
7 Did the organization have at leas[ $5,000 in assets at any lime during the year? If "Yes,' complete Part 11 cot (c), and Part XV ~ r
Be Enter the slates to which the foundation reports or with which it is registered (see page 19 of the
instructions) " PENNSYLVANIA
b If the answer is "Yes" to line 7 has the organization furnished a copy of Form 990-PF to the Attorney hill hill hill
General (or designate) of each state as required by General Instruction G7 If 'No,' attach explanation 8b r
9 Is the organization claiming status as a private operating foundation within the meaning of section 4942U)(3)
or 4942(5) for calendar year 2001 or the taxable year beginning in 2001 (see instructions for Part XIV on
page 25)? I! "Yes,"complete Part XIV 9 r
10 DbanypersonsbecomewbstarNalcontribulnrsdunngthetaxyearll'Yes,'attarhaschedulelrsfmgNernamesandaddrnsses ~~ r
11 Did the organization comply with the public inspection reqinranerns la it annual re[u~ end exemption application? ~~ r
Web site address " -----°°--°--------------------
12 The books are in pare of " Willie!!! N_ McCoy, II _ Telephone no 1i . q10-66"941
Located at " ~1 CHy . . . . . . . . . . . . . . .170
. . . . . .Gala
. . . . . .Cynwyd,
. . . . . . . . . . PA __ __ ZIP+d " ____ 19004-7122
13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 7047-Check here P. El
and enter the amount of tax-exempt interest received or accrued dunng the year " ~ 13 ~
Form 990-PF rmoi)
Fmn 990 PF (2001
4720 Mav Be
File Form 4720 if arty rtem is cfiecked m the "Yes" column, urdess an exception applies . Yes No
1a During the year did the organization (either directly or indirectly)
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? O Yes 8 No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? 0 Yes 0 No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? 0 Yes 0 No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons 0 Yes 8 No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person) 0 Yes a No
(b) Agree to pay money or property to a government official? (Exception . Check "NO"
it the organization agreed to make a grant to a to employ the official for a period
after termination of government service, d terminating within 90 days ) D Yes 8 No
b If any answer is "Yes" to 1 a(1F(6), did any of the acts fail to qualify under the exceptions descnbed in Regulations
section 53 49410-3 or in a current notice regarding disaster assistance (see page 19 of the instructions)?
Organizations relying on a current notice regarding disaster assistance check here " 0
c Did the organization engage in a prior year in any of the acts described in 1a, other than excepted acLS,
that were not corrected before the fast day of the tax year beginning m 2001
2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private
operating foundation defined in section 4942{)(3) or 4942U)(5))
a A[ the end of tax year 2001, did the organization have any undistributed income Qrties 6d
and 6e, Part XIII) for tax year(s) beginning before 2001? D Yes ONO
If "Yes " list the years " 20 . . . . . 19 . . . 19 . . , 19 -----
to Are there any years listed in 2a (or which the organization is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year's undistributed income? (It applying section 4942(a)(2)
to all years listed, answer "NO" and attach statement-see page 19 of the instructions) 2b
c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here
20 . , 19 . . . 19 . . , 19
3a Did the organization hold more than a 2% direct or indirect interest m any business
enterprise at any time during the yeah 0 Yes a No
b If "Yes," did it have excess business holdings in 2001 as a result of (1) any purchase by the organization
m disqualified persons after May 26, 1969, (2) the lapse M the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, a (3)
the lapse of the 10-, 15-, or 20-year first phase holdup period? (Use Schedule C, Form 4710 to determine
if the organization had excess business holdings m 2001 ) 3b
4a Did the organization invest during the year any amount in a manner that wouldjeopardize its charitable purposes 4a r
b Did the organization make any investment m a poor year (but after December 31, 1969) that couldjeopardrze its charitable
purpose that had riot been removed from jeopardy before the first day of the tax year beginning m 2001 4b V
Sa During the year did the organization pay or incur any amount to
(7) Carry on propaganda, w otherwise attempt to influence legislation (section 4945(e))? 0 Yes D No
(2) Influence the outcome of any specific public election (see section 4955), or to carry
on, directly or indirectly, any viler registration drive? _ 0 Yes 0 No
(3) Provide a grant to an individual (w travel, study, or other similar purposes 0 Yes C) No
(4) Provide a grant to an organization other than a charitable, etc organization described
m section 509(a)(1), (2), or (3), or section 4940(d)(2)? _ 0 Yes D No
(5) Provide for any purpose other than religious, charitable, scientific, literary, w
educational purposes, or for the prevention of cruelty to children or animals? D Yes D No
b If any answer is 'Yes' to Sa(1}{5), did any of the transactions tail to qualify under the exceptions described m
Regulations section 53 4945 a in a current notice regarding disaster assistance (see page 20 of the instructions)? 5b
Organizations relying on a current notice regarding disaster assistance check here 10-0
c If the answer is "Yes" to question Sa(4), does the organization claim exemption from the
tax because it maintained expenditure responsibility for the prang ~ yes 0 No
I/ ' Yes,' attach the statement required by Regulations section 53 4945-5(d/
6a Did the organization, during the year, receive arty funds, directly or indirectly, to pay
premiums on a personal benefit contract? D Yes ONO
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b r
I/ u answered 'Yes' to 66, also file Form 8870
Fm., 990-PF (zoo,)
Form 990 PF (2001) Page 6
i nformation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation mena ers and their co nsation see a 20 of the instructions)
(b) Title and average (c) Compensation (e) ConinGnwns m (e) Expense accwm
(e) Name and address hours per week of not pa4 MW employee OeneTit plans other allowances
devoted to pos ition -0-) end delayed mm msaum
SEE ATTACHED LIST OF OFFICERS
2 Compensation of five highest-paid employees (other wan those included on tine 1-see page 21 of the instructions)
If cane, enter "NONE"
NONE
List the loundauon s lour Largest direct charitable acuvibg during tM tax year Include relevant statistical informyuon such as the number
of aganiraUOns and outer beneficiaries saves conferences convened research papers produced etc Expenses
1 Radnor Township Beautification - St Davids Park - design and construction of a now fountain
and_lendae~ dealgn and.planUnss ____ _________ ______ 8,709
Desrnbe the nvo largest program related irne9mems mace by the foundation dunng the w year on tires 1 and 2 Mount
1 ... . . .... ... ... . .. .... ... .... .. . ... . .. .... . .. . ... .... ... ... .
---- . . . . . . . . ------ -------- ------° -- -- -- °---
.-NONE
Supplementary Information (Complete this part only d the organization had $5,000 or more in
assets at any time during the yearJsee page 26 of the instructions .) -
a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only d they have contributed more than $5,000) (See section 507(d)(2)
NONE
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest
NONE
2 Information Regarding Contribution, Grant, GAR Loan, Scholarship, etc ., Programs:
Check here " 0 d the organization only makes contributions to preselected charitable organizations and does rat accept
unsolicited requests (or funds If the organization makes gifts, grants, etc (sec page 26 of the instructions) to individuals or
organizations under other conditions complete items 2a, b, c . and d
a The name, address, and telephone number of the person to whom applications should be addressed
NONE
b The form in which applications should be submitted and information and materials they should include
NOT APPLICABLE
c Any submission deadlines
NOT APPLICABLE
a Arty restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
(actors
NOT APPLICABLE
vim, 990-PF rzooil
Form 990 PF (7001) Page 70
KWHAWT SUppIementarY Information (continuecQ
Enter gross amounts unless otherwise indicated Unrelated business income ExcWEeE by section 512, 513, or 574
Related « exempt
(a) (d) function Income
lbl Icl
Buvness code Amowt E+duvm code Amount (See page 26 of
the nswcums )
1 Program service revenue
a
b
c
d
e
f
g Fees and contracts horn government agerxies
2 Membership dues and assessments
3 Interest on savings and temporary cash investments
4 Dividends and interest from securities
5 Net rental income or (loss) from real estate
a Deb[-financed property
b Not debt-financed property
6 Net rental income or (loss) from personal property
7 Other investment income
8 Gam or (loss) from sales of assets other than inventory
9 Net income or (loss) from special events
10 Gross profit or (loss) from sales of inventory
11 Other revenue a
b
c
d
e
12 Subtotal Add columns (b), (d) and (e)
13 Total Add line 12, columns (b), (d), and (e) 1 73
gee worksheet in line 13 instructions on pa g e 26 to verity calculations )
Relationship of Activities to the Accomplishrinent of Exempt Purposes
Explain below how each activity for which income is reported in column (e) of Part XVI-A cornnbu[ed importantly to
Lire No
we accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See
page 27 of the insVUCUOns
1 Did the organization directly or indirect" engage m any of the following with any other organization described m section Yes no
501(c) of the Code (other fan section 501(c)(3) organizations) or in section 527 relating to political organizations?
a Transfers from the reporting organization to a noncharitable exempt organization of FMAIF
(1) Cash i8 i r
(2) Other assets is r
b Other Transactions
(1) Sales of assets to a noncharitable exempt organization ~b ~ r
(2) Purchases of assets from a nonchardable exempt organization ~b Z `~
(3) Rental of facilities, equipment or other assets
(4) Reimbursement arrangements 1b 1 J
(S) Loans or loan guarantees , , 1b5 r
(6) Performance of services or membership or fundraising solicitations 1b 6 r
c Sharing of facilities, equipment mailing lists, other assets, or paid employees lic r
a If we answer to any of the above is "Yes ." complete the following schedule Column (b) should always show the fair market
value of the goods, other assets, or services given by the reporting organization If the organization received less than fair
market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services
received
2a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (oUier than section 501(c)(3)} or in section 5277 0 Yes Ja No
b If "Yes." complete we follovnna schedule
(e) Name of organization (1)) Type N organl:auon (c) Descriptim of relationship
Under pe~~nal o~f pe ry.,.~I declare~~,~ i examined this realm mduding accom~anpng schedules and 5tatemeMS an01n the best of my kmMedqe anG
belie l rt ll"` ~" lI` a'r ~~71`J"" #nn d P~r¢r (OIhT don tatpayer of fiduCUry) 6 based On all iNamNUOn d wtuch prepara has any NrowledyC
S~gnmure dliax a
d
S
c
IM
PfCP2-'s '
u ~p sg
d~ naturFmnsname (o
0
RADNOR ENHANCEMENT COMMUNITY TRUST
2001- 2002 OFFICERS
PAYEE AMOUNT
January
February
March
April
Ivfayf'ield Gardens $4,090
$25
Joan E Kreider
Bradwell - postage,
copies
July
Sperlvig Studios $2,000
August
September
October
November
December
Part X - Line 1b
Annual Average
Monthly Balance 122,023