HEALTHSPARK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHSPARK FOUNDATION (EIN 23-1352175)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-24
- IRS object ID
- 202540559349100324
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-24T17:08:20-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHSPARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2157165400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2506 N BROAD ST 206 | AddressLine1Txt |
| City | COLMAR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMMA HERTZ | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 2157165400 | PhoneNum |
| Signature | 2025-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2025-02-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,606,902 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,823 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,466 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,466 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $741,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $904,892 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,444,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,200,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,389,347 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $447,143 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $390,562 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $385,908 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,660,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,695,267 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $385,908 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,631 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $297,465 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $291,070 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $139,243 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $131,718 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,839 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,872 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $49,817 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,267 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $354,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $139,928 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $210,014 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $69,065 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $69,065 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $69,065 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,697 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,609 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $208,900 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $208,900 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $208,900 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $170,478 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $170,478 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $107,943 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $48,722 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,077 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155,686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,167 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $147,304 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,719,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $652,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $385,908 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,085,953 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $325,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $675,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,044,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $652,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $385,908 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,761,703 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $615,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,043,120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,832 | CashBOYAmt |
| Cash EOY | $35,392 | CashEOYAmt |
| Cash EOYFMV | $35,392 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,203,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $758,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $758,995 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $72,946 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $51,406 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $51,406 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $21,176,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,440,238 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,440,238 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,178,083 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,028,306 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,028,306 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,289,733 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,437,954 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,437,954 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,972,477 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,898,651 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,923,967 | LandBOYAmt |
| Land EOY | $5,073,826 | LandEOYAmt |
| Land EOYFMV | $5,073,826 | LandEOYFMVAmt |
| Other Assets BOY | $1,294,316 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,780,785 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,780,785 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $45,220,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,606,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,606,902 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $179,342 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $445,440 | AccountsPayableEOYAmt |
| Grants Payable BOY | $410,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $60,000 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $2,823,388 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $9,969 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $425,015 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $414,777 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,837,745 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $930,186 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,829,484 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,031,756 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,553,185 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,644,960 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,382,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,676,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,220,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,606,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,382,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $615,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,683,361 | OtherIncreasesAmt |
| Subtotal | $44,682,022 | SubtotalAmt |
| Other Decreases | $5,306 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,676,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $19,209,313 | $18,270,356 | $938,957 | $938,957 | |||
| AB GLOBAL CORE EQUITY DEBT | $1,797,868 | $1,357,125 | $440,743 | $440,743 | P | 2020-10-15 | 2024-05-06 |
| KKR DIVERSIFIED CORE INFRA A SR | $87,732 | $84,502 | $3,230 | $3,230 | P | 2022-04-01 | 2024-06-30 |
| LCP X (OFFSHORE) LP | $8,103 | $8,103 | $0 | $0 | P | 2024-01-25 | 2024-03-18 |
| SCULPTOR CREDIT OPP OVERSEAS FUND LP | $42,252 | $35,891 | $6,361 | $6,361 | P | 2020-07-08 | 2024-01-29 |
| LP 84-4305167 | -$68,546 | -$68,546 | P | ||||
| LP 85-2758350 | $65,468 | $65,468 | P | ||||
| LP 85-3749025 | $352 | $352 | P | ||||
| LP 88-2916989 | -$53,347 | -$53,347 | P | ||||
| LP 98-1549738 | $495 | $495 | P | ||||
| CAPITAL GAINS DIVIDENDS | $55,634 | $55,634 | $55,634 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,389,347 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,399 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,399 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,453 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,703 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,304 | OverpaymentAmt |
| Applied To ES Tax | $7,304 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HEALTHSPARK.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMMA HERTZ PRESIDENTCEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157165400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2506 N BROAD STREET SUITE 206 | AddressLine1Txt |
| City | COLMAR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMMA HERTZ | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | PRESIDENT/CEO/MANAGER | 37.50 | $185,000 | $27,327 | $0 |
| JOEL JOHNSON | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | CHAIRPERSON/DIRECTOR | 2.00 | $0 | $0 | $0 |
| NATASHA PATTERSON | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | VICE CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATHANIEL WILLIAMS | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | SECRETARY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| RAYMAN SOLOMON | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREEM AFZAL | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR TO JUL 2023 | 1.00 | $0 | $0 | $0 |
| MAY THEIR AYE | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLYN CAVANESS | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY GIANFICARO | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WARREN HILTON | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR TO AUG 2023 | 1.00 | $0 | $0 | $0 |
| JOHN KEPNER | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOYCE MILLER | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ED NAWROCKI | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID SHERMAN | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR/MANAGER | 1.00 | $0 | $0 | $0 |
| ANN ST CLAIR | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEN AMEY | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | MANAGER | 1.00 | $0 | $0 | $0 |
| CHRISTINE HUNSBERGER | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | MANAGER | 1.00 | $0 | $0 | $0 |
| MARIA MACALUSO | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | MANAGER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN RAMIREZ JR | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | CHIEF FINANCIAL OFFI | 37.50 | $119,538 | $42,148 | $0 |
| AKSHARA VIVEKANANTHAN | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR OF EXTERNAL | 37.50 | $101,538 | $10,689 | $0 |
| CLARE STRENGER | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | OFFICE MANAGER | 37.50 | $66,813 | $28,825 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEKETA INVESTMENT GROUP | |||||
| 100 LOWDERBROOK DRIVE SUITE 1100 | WESTWOOD | MA | 02090 | INVESTMENT MANAGEMENT | $83,363 |
| CAPACITY FOR CHANGE LLC | |||||
| 911 GENERAL WAYNE DRIVE | WEST CHESTER | PA | 19382 | PROGRAM DEVELOPMENT | $63,063 |
| SOJOURNER CONSULTING LLC | |||||
| 3007 W CABOT STREET | PHILADELPHIA | PA | 19121 | PROGRAM DEVELOPMENT | $59,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNITY PARTNERS CENTER:THROUGH THE SUBSIDIARY 2506 LLC, THE FOUNDATION OPERATES AND IS LOCATED IN A NONPROFIT CENTER, COMMUNITY PARTNERS CENTER (WWW.COMMUNITYPARTNERSCENTER.ORG). A BOARD OF MANAGERS GOVERNS 2506 LLC, APPOINTED BY THE FOUNDATION, COMPRISED OF 5 INDIVIDUALS (3 TENANT REPRESENTATIVES). 2506 LLC OWNS AN ADJACENT RESIDENTIAL UNIT, MASTER LEASED TO A NONPROFIT TO SUBLET IN ACCORDANCE WITH A MORTGAGE AGREEMENT BETWEEN 2506 LLC AND THE MONTGOMERY COUNTY DEPARTMENT OF HOUSING & COMMUNITY DEVELOPMENT. THE CENTER OFFERS NONPROFITS FREE USE OF MEETING ROOMS. NONPROFITS RECOGNIZE THIS VALUE. | Description1Txt |
| Expenses1 | $430,856 | Expenses1Amt |
| Description2 | MONTGOMERY COUNTY SAFETY NET RESILIENCE INITIATIVE: HEALTHSPARK LAUNCHED THIS 10-YEAR, COMMUNITY-DRIVEN AND COLLABORATIVE INITIATIVE TO IMPROVE THE FINANCIAL RESILIENCY OF MONTGOMERY COUNTY'S HEALTH & HUMAN SERVICES SAFETY NET SYSTEM. KEY STRATEGIES INCLUDE GRANTMAKING, RESEARCH, SYSTEM LEADERSHIP CAPACITY BUILDING, COMMUNICATIONS, REFLECTIVE LEARNING SESSIONS, AND ADVOCACY. POLICYMAKERS, SAFETY NET SYSTEM NONPROFIT LEADERS, BUSINESS REPRESENTATIVES, CONSUMERS AND ADJACENT SECTOR LEADERS ARE INVITED TO COMMUNITY OF PRACTICE MEETINGS WHERE THE FOUNDATION UPDATES THE BROADER COMMUNITY ON THE INITIATIVE'S PROGRESS AND GATHERS FEEDBACK AND RECOMMENDATIONS FOR FUTURE CONSIDERATION. | Description2Txt |
| Expenses2 | $159,290 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM-RELATED INVESTMENT TO MANNA ON MAIN STREET: A 1% INTEREST LOAN IN THE AMOUNT OF $400,000 WAS PROVIDED TO MANNA ON MAIN STREET (MANNA). THE PURPOSE OF THIS PROJECT IS TO FUND CERTAIN ACQUISITION, CONSTRUCTION, RENOVATION AND IMPROVEMENT COSTS TO REAL PROPERTY OWNED BY MANNA TO FURTHER ITS CHARITABLE ACTIVITIES. | Description1Txt |
| Expenses1 | $400,000 | Expenses1Amt |
| Total | $400,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,497,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,286,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,380,785 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,165,019 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,165,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $602,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,562,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,978,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,978,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,399 | TotalTaxAmt |
| Distributable Before Adj | $1,949,728 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,949,728 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,949,728 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,761,703 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $400,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $147,826 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,309,529 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,949,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $92,489 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $171,054 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $263,543 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,309,529 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,949,728 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $359,801 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $623,344 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $92,489 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $530,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $171,054 | ExcessFromYear1Amt |
| Excess From Current Year | $359,801 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EMMA HERTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2506 N BROAD STREET SUITE 206 | AddressLine1Txt |
| City | COLMAR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2157165400 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATIONS'S CURRENT GRANTMAKING PROCESS IS MULTI-FACETED. SOMETIMES WE INVITE SPECIFIC ORGANIZATIONS TO APPLY FOR A PARTICULAR GRANT OPPORTUNITY. AT OTHER TIMES WE ISSUE REQUESTS FOR PROPOSALS AND ALLOW ORGANIZATIONS TO RESPOND WITH THEIR IDEAS. STILL OTHER TIMES WE CREATE GRANT PROGRAMS OR INITIATIVES TARGETING A DEFINED CHALLENGE OR COMMUNITY NEED AND ALLOW ANY INTERESTED ORGANIZATION WORKING WITHIN THE COUNTY TO APPLY. VISIT THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG FOR CURRENT GRANT OPPORTUNITIES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSAL SUBMISSION DEADLINES ARE POSTED ON THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG. | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO BE ELIGIBLE FOR GRANT SUPPORT, AN ORGANIZATION MUST PROVIDE A SERVICE OR PROGRAM THAT BENEFITS THE RESIDENTS OF ONE OR MORE OF MONTGOMERY COUNTY PENNSYLVANIA COMMUNITIES. ORGANIZATIONS DO NOT NEED TO BE PHYSICALLY LOCATED IN THE COUNTY IN ORDER TO BE ELIGIBLE TO RECEIVE GRANT SUPPORT. GUIDELINES AND ADDITIONAL RESTRICTIONS CAN BE FOUND ON THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS SERVICES | ||||||
| 500 OFFICE CENTER DRIVE SUITE 100 | FORT WASHINGTON | PA | 190343234 | PC | HOMELESS STREET OUTREACH IN MONTGOMERY COUNTY | $60,000 |
| ACLAMO FAMILY CENTERS | ||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | PC | SUPPORT FOR ACLAMO'S SOCIAL SERVICES DEPARTMENT | $15,000 |
| BE REZILIENT HEALING THROUGH THE ARTS | ||||||
| 613 MANATAWNY STREET | POTTSTOWN | PA | 19464 | PC | OPERATIONAL EXPENSE FOR RESILIENCE AND DEVELOPMENT INTERNSHIP PROGRAM | $16,500 |
| BUCKS-MONT COLLABORATIVE | ||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | PC | COLLABORATIVE ADVOCACY NETWORK (CAN) | $10,000 |
| CATHOLIC SOCIAL SERVICES MONTGOMERY COUNTY | ||||||
| 353 E JOHNSON HIGHWAY | NORRISTOWN | PA | 194012020 | PC | COMMUNITY LED FOOD SECURITY - A JUST AND HUMAN-CENTERED RESPONSE TO THE GROWING FOOD CRISIS | $30,000 |
| CENTER FOR POSITIVE AGING IN LOWER MERION | ||||||
| 117 ARDMORE AVENUE | ARDMORE | PA | 19003 | PC | HEALTH EDUCATION AND WELLNESS TECHNOLOGY GRANT | $7,500 |
| COALITION FOR RACIAL EQUITY AND SOCIAL JUSTICE | ||||||
| 905 N BETHLEHEM PIKE 754 | SPRING HOUSE | PA | 19477 | PC | MINI GRANT FOR 2024 COMMUNITY SURVEY PARTICIPATION | $500 |
| COMMUNITY HERO ACTION GROUP | ||||||
| 9456 STATE ROAD SUITE 11 | PHILADELPHIA | PA | 19114 | PC | GIVING VOICE TO BLACK ELDERS | $15,000 |
| ECONOMY LEAGUE OF GREATER PHILADELPHIA | ||||||
| 1800 JFK BOULEVARD SUITE 460 | PHILADELPHIA | PA | 19103 | PC | GREATER PHILADELPHIA LEADERSHIP EXCHANGE (GPLEX) 2024 | $5,000 |
| EPISCOPAL LEGAL AID | ||||||
| PO BOX 434 11 BOOTH LANE | HAVERFORD | PA | 19041 | PC | EXPANSION OF LEGAL AID SERVICES | $10,000 |
| FAMILY PROMISE MONTCO PA (DBA INTER-FAITH HOUSING ALLIANCE) | ||||||
| 31 S SPRING GARDEN STREET | AMBLER | PA | 19002 | PC | HONORARIUM; OPERATING SUPPORT | $30,500 |
| FAMILY PROMISE OF THE MAIN LINE (DBA INTERFAITH HOSPITALITY NETWORK OF THE | ||||||
| 1449 DEKALB STREET | NORRISTOWN | PA | 19401 | PC | HONORARIUM | $500 |
| GEORGE WASHINGTON CARVER COMMUNITY CENTER | ||||||
| 249 E JACOBY STREET | NORRISTOWN | PA | 19401 | PC | BUILDING LEADERSHIP IN DIFFERENT PERSPECTIVES | $15,000 |
| GWYNEDD MERCY UNIVERSITY | ||||||
| 1325 SUMNEYTOWN PIKE PO BOX 901 | GWYNEDD VALLEY | PA | 194370901 | PC | OPERATING SUPPORT | $2,500 |
| HOPEWORX INC | ||||||
| 1210 STANBRIDGE STREET SUITE 600 | NORRISTOWN | PA | 19401 | PC | BUILDING A SUSTAINABLE, VALUE-BASED INFRASTRUCTURE FOR THE FUTURE | $19,000 |
| I CHOOSE TO WIN | ||||||
| PO BOX 613 | FORT WASHINGTON | PA | 19034 | PC | BLACK, INDIGENOUS, AND PEOPLE OF COLOR (BIPOC) STUDENT-LED CAMPAIGN TO REVERSE HOPE DEFICIT IN OUR YOUTH; OPERATING SUPPORT | $7,750 |
| INDIAN VALLEY PUBLIC LIBRARY | ||||||
| 100 E CHURCH AVENUE | TELFORD | PA | 18969 | PC | HONORARIUM | $500 |
| KB FOUNDATION INC | ||||||
| 2303 BRANDENBURG WAY | KING OF PRUSSIA | PA | 19406 | PC | MONTGOMERY COUNTY YOUTH LEADERSHIP COUNCIL | $15,500 |
| LANSDALE PUBLIC LIBRARY | ||||||
| 301 VINE STREET | LANSDALE | PA | 19446 | PC | LANSDALE PUBLIC LIBRARY | $30,000 |
| MAKING A DIFFERENCE ECONOMICALLY INC (MADE) | ||||||
| 439 E HIGH STREET | POTTSTOWN | PA | 19464 | PC | MADE FOR THE TRADES (M4T) | $15,000 |
| MANNA ON MAIN STREET | ||||||
| 606 E MAIN STREET PO BOX 763 | LANSDALE | PA | 19446 | PC | HONORARIUM | $3,500 |
| MONTGOMERY COUNTY OPPORTUNITIES INDUSTRIALIZATION | ||||||
| 1101 ARCH STREET | NORRISTOWN | PA | 19401 | PC | HONORARIUM | $3,000 |
| NEIGHBORS HELPING NEIGHBORS ON THE MAIN LINE | ||||||
| 50 RITTENHOUSE PLACE | ARDMORE | PA | 19003 | PC | OPERATING SUPPORT | $30,000 |
| PENNSYLVANIA HEALTH ACCESS NETWORK (PHAN) | ||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | HERE FOR US SAFETY NET COALITION | $40,000 |
| PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA | ||||||
| 1144 LOCUST STREET | PHILADELPHIA | PA | 19107 | PC | OPERATING SUPPORT | $30,000 |
| SEACHANGE CAPITAL PARTNERS INC | ||||||
| 1385 BROADWAY 23RD FLOOR | NEW YORK | NY | 10018 | PC | GREATER PHILADELPHIA NONPROFIT REPOSITIONING FUND | $25,000 |
| THE CENTER FOR LOSS AND BEREAVEMENT | ||||||
| 3847 SKIPPACK PIKE PO BOX 1299 | SKIPPACK | PA | 19474 | PC | OPERATING SUPPORT FOR THE EMOTIONAL WELL-BEING OF SPECIALIZED GRIEF COUNSELORS AND GROUP FACILITATORS IN THE MONTGOMERY COUNTY SAFETY NET | $15,000 |
| THE PHILIP JAISOHN MEMORIAL FOUNDATION | ||||||
| 6705 OLD YORK ROAD | PHILADELPHIA | PA | 191262841 | PC | JAISOHN WELLNESS CENTER, ASIAN AMERICAN AND PACIFIC ISLANDER (AAPI) SENIOR COMMUNITY CENTER AND OUTREACH/NAVIGATION | $15,000 |
| THE STRIVE INITIATIVE INC | ||||||
| PO BOX 1511 | POTTSTOWN | PA | 19464 | PC | OPERATING SUPPORT | $15,000 |
| THE WELCOME PROJECT PA | ||||||
| 350 S YORK ROAD | HATBORO | PA | 19040 | PC | OPERATING SUPPORT | $16,000 |
| THEATRE HORIZON | ||||||
| 401 DEKALB STREET | NORRISTOWN | PA | 19401 | PC | OPERATING SUPPORT | $30,000 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 13 ARMAND HAMMER BLVD SUITE 102 | POTTSTOWN | PA | 19464 | PC | RACIAL EQUITY LEARNING COMMUNITY; MONTCO 30% PROJECT | $102,500 |
| WILLOW GROVE COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 210 CEDAR AVENUE PO BOX 1097 | WILLOW GROVE | PA | 19090 | PC | BRIDGING THE GAP IN UPPER MORELAND AND EASTERN MONTGOMERY COUNTY | $30,000 |
| WINGS OF VICTORY OUTREACH CORPORATION | ||||||
| 1200 E HIGH STREET SUITE 208 | POTTSTOWN | PA | 19464 | PC | POTTSTOWN HOUSING EMPOWERMENT NETWORK | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $675,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,466 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $741,531 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,444,925 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| RENTAL INCOME | $385,908 | ||
| INTEREST ON PROGRAM-RELATED INVESTMENTS | 14 | $2,000 | |
| OTHER INCOME | 01 | $59,235 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,258,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $385,908 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,644,065 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RENTAL INCOME FROM NON-PROFIT CENTER WHICH HOUSES THE FOUNDATION AND FIVE UNRELATED HEALTH & HUMAN SERVICE AGENCIES SERVING MONTGOMERY COUNTY. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY SPIERS TRUST CO WELLS FARGO WEALTH MGT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST FOURTH ST D4000-0062 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDIT EXPENSE | CategoryTxt |
| Amt | $49,817 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $44,267 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII: | FormAndLineReferenceDesc |
| Medium Explanation | THE INDIVIDUALS ON FORM 990-PF, PART VII, LINE 1 (STATEMENT 17) THAT HAVE A TITLE THAT INCLUDES MANAGER SERVE ON THE BOARD OF MANAGERS, WHICH IS THE GOVERNING BODY OF 2506, LLC. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENTURY HIGH INCOME FUND, 63,481.053 SH | $539,589 | $539,589 |
| ARISTOTLE FUNDS FLOATING RATE INC I, 57,037.084 SH | $542,993 | $542,993 |
| VANGUARD SHORT TERM INFLATION 27,376.832 SH | $666,388 | $666,388 |
| VANGUARD TOTAL BOND MARKET INDEX ADM, 240,436.130 SH | $2,279,336 | $2,279,336 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY LARGE-CAP GROWTH INDEX FUND, 18,862.701 SH | $671,512 | $671,512 |
| FIDELITY SMALL-CAP INDEX FUND, 17,034.068 SH | $434,096 | $434,096 |
| KOPERNIK GLOBAL ALL-CAP FUND, LTD, 112,225.327 SH | $1,311,914 | $1,311,914 |
| VANGUARD BALANCED INDEX FUND, 7,731.533 SH | $366,320 | $366,320 |
| VANGUARD DEVELOPED MARKETS IDX, 372,180.824 SH | $5,907,688 | $5,907,688 |
| VANGUARD EMERGING MKTS STOCK IDX ADM, 35,764.384 SH | $1,305,758 | $1,305,758 |
| VANGUARD ENERGY INDEX FD ADM, 6,542.274 SH | $420,562 | $420,562 |
| VANGUARD MATERIALS IDX ADM, 4,311.490 SH | $425,144 | $425,144 |
| VANGUARD REAL ESTATE INDEX ADM, 11,437.028 SH | $1,375,689 | $1,375,689 |
| VANGUARD TOTAL STK MKT IND, 70,537.043 SH | $9,221,555 | $9,221,555 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN GLOBAL OPPS FUND LP, 1,980,000 SH | FMV | $2,657,728 | $2,657,728 |
| BHDG SYSTEMATIC TRADING FUND, 3,977.886 SH | FMV | $607,118 | $607,118 |
| FIRST EAGLE GLOBAL EQUITY FUND LP, 2,654.221 SH | FMV | $3,653,388 | $3,653,388 |
| FIRST EAGLE INSTITUTIONAL GOLD FUND LP, 1000.550 SH | FMV | $1,191,334 | $1,191,334 |
| KKR DIVERSIFIED CORE INFRA A SR, 1,386.180 SH | FMV | $1,696,763 | $1,696,763 |
| KOHINOOR SERIES (CAYMAN) FUND, 617.594 SH | FMV | $614,688 | $614,688 |
| LCP X (OFFSHORE) LP, 715,814 SH | FMV | $729,991 | $729,991 |
| NORTH PENN HOSPITAL DEFERRED COMPENSATION PLAN | FMV | $365,734 | $365,734 |
| SCULPTOR CREDIT OPP OVERSEAS FUND LP, 664,109.408 SH | FMV | $921,210 | $921,210 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $1,906,479 | $0 | $1,906,479 | $1,906,479 |
| LAND IMPROVEMENTS | $712,599 | $639,483 | $73,116 | $73,116 |
| BUILDING | $4,671,452 | $1,920,741 | $2,750,711 | $2,750,711 |
| LEASEHOLD IMPROVEMENTS | $924,517 | $920,782 | $3,735 | $3,735 |
| FURNITURE, FIXTURES AND EQUIPMENT | $552,470 | $417,645 | $134,825 | $134,825 |
| CONSTRUCTION IN PROGRESS | $204,960 | $0 | $204,960 | $204,960 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $22,839 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25,872 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN REMAINDER TRUST | $1,091,827 | $1,178,008 | $1,178,008 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $197,183 | $202,777 | $202,777 |
| PROGRAM-RELATED INVESTMENTS | $400,000 | $400,000 | |
| INTEREST RATE SWAP | $5,306 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INTEREST RATE SWAP | Desc |
| Amt | $5,306 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES & COMPUTER MAINTENANCE | $5,116 | $0 | $0 | $1,254 |
| TELEPHONE & COMMUNICATIONS | $100,577 | $0 | $0 | $99,650 |
| INSURANCE | $25,260 | $0 | $0 | $26,418 |
| DUES & SUBSCRIPTIONS | $22,668 | $0 | $0 | $18,510 |
| MISCELLANEOUS | $2,065 | $0 | $0 | $1,472 |
| PARTNERSHIP EXPENSES | $0 | $50,167 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LP 84-4305167 | $6,828 | ||
| LP 85-2758350 | -$83 | ||
| LP 85-3749025 | -$3,813 | ||
| LP 88-2916989 | -$278 | ||
| RENTAL INCOME | $385,908 | $385,908 | $385,908 |
| INTEREST ON PROGRAM-RELATED INVESTMENTS | $2,000 | $2,000 | $0 |
| OTHER INCOME | $0 | $59,235 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON SECURITIES | $2,591,586 |
| CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST | $86,181 |
| CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST | $5,594 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LIABILITIES IN RELATION TO NORTH PENN HOSPITAL | $368,111 | $365,734 |
| TENANT SECURITY DEPOSITS | $13,530 | $13,530 |
| DEFERRED TAX LIABILITY | $43,374 | $35,513 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAMMATIC/BOARD/OTHER CONSULTING | $244,306 | $30,000 | $0 | $210,014 |
| INVESTMENT FEES | $109,928 | $109,928 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $17,697 | $0 | $0 | $0 |
| FOREIGN TAXES PAID OR ACCRUED | $0 | $13,609 | $0 | $0 |
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