FOUNDATION FOR HEALTH EQUITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR HEALTH EQUITY (EIN 20-1232493)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-01
- IRS object ID
- 202400329349301900
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-01T14:23:54-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231144520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY PL 50 S 16TH ST STE | AddressLine1Txt |
| Address Line2 | 2900 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191022529 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201232493 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR HEALTH EQUITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2154388102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 E HIGH ST UNIT 8B | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETHANY FLOOD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2154388102 | PhoneNum |
| Signature | 2024-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETHANY | PersonFirstNm |
| Person Last | FLOOD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRISON PEREIRA | PreparerPersonNm |
| PTIN | P00746867 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2024-01-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | BETHANY FLOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 E HIGH ST UNIT 8B | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,469,013 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.F4HE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | FOUNDATION FOR HEALTH EQUITY SUPPORTS COMMUNITIES OF NW PHILADELPHIA BY BUILDING ON THE ASSETS OF ORGANIZATIONS THAT WORK TO ADDRESS SYSTEMIC HEALTH INEQUITIES IN ORDER TO BUILD HEALTHY, VIBRANT NEIGHBORHOODS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $406,706 | PYContributionsGrantsAmt |
| CY Contributions Grants | $470,509 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $847,192 | PYInvestmentIncomeAmt |
| CY Investment Income | $410,318 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,669 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,255,567 | PYTotalRevenueAmt |
| CY Total Revenue | $880,827 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $385,730 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $410,700 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $239,351 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $218,903 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $64,122 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $868,376 | PYOtherExpensesAmt |
| CY Other Expenses | $708,529 | CYOtherExpensesAmt |
| PY Total Expenses | $1,493,457 | PYTotalExpensesAmt |
| CY Total Expenses | $1,338,132 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$237,890 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$457,305 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,141,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,641,367 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $226,420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $294,179 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,915,081 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,347,188 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FOUNDATION FOR HEALTH EQUITY SUPPORTS COMMUNITIES OF NW PHILADELPHIA BY BUILDING ON THE ASSETS OF ORGANIZATIONS THAT WORK TO ADDRESS SYSTEMIC HEALTH INEQUITIES IN ORDER TO BUILD HEALTHY, VIBRANT NEIGHBORHOODS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $618,925 | ExpenseAmt |
| Grant | $410,700 | GrantAmt |
| Desc | THE PURPOSE OF FOUNDATION FOR HEALTH EQUITY IS TO IMPROVE THE HEALTH AND WELL BEING OF COMMUNITIES OF NORTHWEST PHILADELPHIA AND EASTERN MONTGOMERY COUNTY. THROUGH ONGOING NEEDS ASSESSMENTS, IT IDENTIFIES CERTAIN AREAS OF VULNERABILITY IN THESE COMMUNITIES, AND PROVIDES FUNDING TO ORGANIZATIONS WHOSE WORK WILL ADDRESS THESE NEEDS. THE FOUNDATION'S FOCUS IS ON THESE SPECIFIC AREAS: THE FRAIL ELDERLY, REDUCING PREMATURE DEATH CAUSED BY CANCER AND HEART DISEASE, CHILDREN AND FAMILIES, EDUCATION ABOUT HEALTHCARE,HEALTHCARE AND HEALTH INSURANCE OPTIONS. WHERE APPROPRIATE,THE FOUNDATION FAVORS PROGRAMS AIMED AT PREVENTION. | Desc |
| Total Program Service Expenses | $618,925 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY J FLOOD EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154388102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 E HIGH ST UNIT 8B | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19144 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| AL THORELL | ||||||
| CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN FRIEDMAN | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY HARPER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIN DOYLE-O'CONNOR | ||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELENA BRENNAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES BUEHLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BEILENSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB JONES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADELINE MANDEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STAN MILLER MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOMMYE CASEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORRAINE WEBB | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETHANY FLOOD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $100,000 | $0 | $26,380 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,380 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DUANE MORRIS LLP | |||||
| 30 S 17TH STREET | PHILADELPHIA | PA | 19103 | LEGAL | $435,646 |
| FLASTER GREENBERG PC | |||||
| 1717 ARCH STREET SUITE 3300 | PHILADELPHIA | PA | 19103 | LEGAL | $208,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $470,509 | AllOtherContributionsAmt |
| Noncash Contributions | $2,341 | NoncashContributionsAmt |
| Total Contributions | $470,509 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $213,054 | TotalRevenueColumnAmt |
| Exclusion | $213,054 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $785,450 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $588,186 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $197,264 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $197,264 | TotalRevenueColumnAmt |
| Exclusion | $197,264 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $880,827 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $410,318 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,700 | TotalAmt |
| Program Services | $392,700 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Program Services | $18,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,380 | TotalAmt |
| Program Services | $88,466 | ProgramServicesAmt |
| Management And General | $12,638 | ManagementAndGeneralAmt |
| Fundraising | $25,276 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,848 | TotalAmt |
| Program Services | $43,993 | ProgramServicesAmt |
| Management And General | $6,285 | ManagementAndGeneralAmt |
| Fundraising | $12,570 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,247 | TotalAmt |
| Program Services | $1,573 | ProgramServicesAmt |
| Management And General | $225 | ManagementAndGeneralAmt |
| Fundraising | $449 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,063 | TotalAmt |
| Program Services | $9,844 | ProgramServicesAmt |
| Management And General | $1,406 | ManagementAndGeneralAmt |
| Fundraising | $2,813 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,365 | TotalAmt |
| Program Services | $9,356 | ProgramServicesAmt |
| Management And General | $1,336 | ManagementAndGeneralAmt |
| Fundraising | $2,673 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,173 | TotalAmt |
| Management And General | $560,173 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,043 | TotalAmt |
| Program Services | $2,304 | ProgramServicesAmt |
| Management And General | $18,434 | ManagementAndGeneralAmt |
| Fundraising | $2,305 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,060 | TotalAmt |
| Management And General | $36,060 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150 | TotalAmt |
| Program Services | $115 | ProgramServicesAmt |
| Management And General | $920 | ManagementAndGeneralAmt |
| Fundraising | $115 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,707 | TotalAmt |
| Program Services | $6,707 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,810 | TotalAmt |
| Program Services | $5,333 | ProgramServicesAmt |
| Management And General | $742 | ManagementAndGeneralAmt |
| Fundraising | $1,735 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,344 | TotalAmt |
| Program Services | $5,001 | ProgramServicesAmt |
| Management And General | $214 | ManagementAndGeneralAmt |
| Fundraising | $6,129 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,836 | TotalAmt |
| Program Services | $18,785 | ProgramServicesAmt |
| Management And General | $2,684 | ManagementAndGeneralAmt |
| Fundraising | $5,367 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,153 | TotalAmt |
| Management And General | $4,153 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505 | TotalAmt |
| Program Services | $354 | ProgramServicesAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
| Fundraising | $101 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,118 | TotalAmt |
| Program Services | $1,811 | ProgramServicesAmt |
| Management And General | $4,790 | ManagementAndGeneralAmt |
| Fundraising | $517 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF AND BOARD DEVELOP | $7,778 | $3,391 | $3,057 | $1,330 |
| EQUIPMENT & MAINTENANCE | $7,694 | $5,386 | $769 | $1,539 |
| DUES & SUBSCRIPTIONS | $5,344 | $3,742 | $533 | $1,069 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,814 | TotalAmt |
| Program Services | $2,064 | ProgramServicesAmt |
| Management And General | $616 | ManagementAndGeneralAmt |
| Fundraising | $134 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,338,132 | TotalAmt |
| Program Services | $618,925 | ProgramServicesAmt |
| Management And General | $655,085 | ManagementAndGeneralAmt |
| Fundraising | $64,122 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,205 | BOYAmt |
| EOY | $130,641 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,803 | BOYAmt |
| EOY | $913,985 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,986 | BOYAmt |
| EOY | $27,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,522 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $981 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,046 | BOYAmt |
| EOY | $1,541 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,093,145 | BOYAmt |
| EOY | $7,200,875 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,914,901 | BOYAmt |
| EOY | $8,366,684 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,141,501 | BOYAmt |
| EOY | $16,641,367 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,752 | BOYAmt |
| EOY | $71,198 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,649 | BOYAmt |
| EOY | $149,110 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,019 | BOYAmt |
| EOY | $73,871 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,420 | BOYAmt |
| EOY | $294,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,754,663 | BOYAmt |
| EOY | $7,762,511 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,160,418 | BOYAmt |
| EOY | $8,584,677 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,915,081 | BOYAmt |
| EOY | $16,347,188 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,141,501 | BOYAmt |
| EOY | $16,641,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$457,305 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $447,621 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $441,791 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $463,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $373,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $418,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $406,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $470,509 | CurrentTaxYearAmt |
| Total | $2,132,675 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $463,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $373,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $418,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $406,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $470,509 | CurrentTaxYearAmt |
| Total | $2,132,675 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,037,603 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,095,072 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $231,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $217,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,054 | CurrentTaxYearAmt |
| Total | $1,092,782 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $1,669 | CurrentTaxYearMinus1YearAmt |
| Total | $3,669 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,229,126 | TotalSupportAmt |
| Public Support CY170 | 0.33910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.34690 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2019 AMOUNT: $ 2,000. 2021 AMOUNT: $ 1,669. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,522 | OtherCostOrOtherBasisAmt |
| Depreciation | $981 | DepreciationAmt |
| Book Value | $1,541 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,541 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $8,238,004 |
| INVESTMENTS HELD IN TRUSTS | $82,546 |
| DEPOSITS | $3,000 |
| RIGHT-OF-USE ASSET | $43,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,366,684 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS AND DEFERRED REVENUE IN CONNECTION W/ LIFE INCOME TRUSTS | $30,737 |
| LEASE LIABILITY | $43,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $73,871 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,292,388 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $447,621 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $447,621 | RevenueNotReportedAmt |
| Revenue Subtotal | $844,767 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,060 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $36,060 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $880,827 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,302,072 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,302,072 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,060 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $36,060 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,338,132 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2019-2021) OR EXPECTED TO BE TAKEN IN THE FOUNDATION'S 2022 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| NORTHWEST MUTUAL AID COALITION | |||||||||
| 5608 BAYNTON STREET | PHILADELPHIA | PA | 19144 | 862196062 | 501(C)(3) | $67,500 | $0 | HUNGER ASSISTANCE | |
| SMALL THINGS INC | |||||||||
| 401 DOMINO LANE | PHILADELPHIA | PA | 19128 | 853741798 | 501(C)(3) | $50,000 | $0 | HUNGER ASSISTANCE | |
| SENIORLAW CENTER | |||||||||
| 1650 ARCH STREET SUITE 1820 | PHILADELPHIA | PA | 19103 | 232169936 | 501(C)(3) | $15,000 | $0 | ELDERLY ASSISTANCE | |
| MANNA | |||||||||
| 420 N 2OTH ST | PHILADELPHIA | PA | 19130 | 232586142 | 501(C)(3) | $25,000 | $0 | ELDERLY ASSISTANCE | |
| STUDENTS RUN PHILLY STYLE | |||||||||
| THE STERLING COMMERCE CENTER 1819 | PHILADELPHIA | PA | 19103 | 814223573 | 501(C)(3) | $10,000 | $0 | CHILDREN'S ASSISTANCE | JOHN F KENNEDY BLVD SUITE 480 |
| MATERNITY CARE COALITION | |||||||||
| 2000 HAMILTON ST STE 205 | PHILADELPHIA | PA | 19130 | 232200410 | 501(C)(3) | $25,000 | $0 | CHILDREN'S ASSISTANCE | |
| PHILADELPHIA CHILDRENS ALLIANCE | |||||||||
| 300 EAST HUNTING PARK AVE | PHILADELPHIA | PA | 19124 | 232526605 | 501(C)(3) | $25,000 | $0 | CHILDREN'S ASSISTANCE | |
| FOOD MOXIE | |||||||||
| 559 CARPENTER LANE | PHILADELPHIA | PA | 19119 | 473682566 | 501(C)(3) | $40,000 | $0 | HUNGER ASSISTANCE | |
| SHARE FOOD PROGRAM | |||||||||
| 2901 WEST HUNTING PARK AVENUE | PHILADELPHIA | PA | 19129 | 232360819 | 501(C)(3) | $60,000 | $0 | HUNGER ASSISTANCE | |
| CENTER IN THE PARK | |||||||||
| 5818 GERMANTOWN AVE | PHILADELPHIA | PA | 19144 | 231919016 | 501(C)(3) | $50,000 | $0 | ELDERLY ASSISTANCE | |
| WHY NOT PROSPER INC | |||||||||
| 717 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | 233089308 | 501(C)(3) | $15,000 | $0 | HUNGER ASSISTANCE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NURSING EDUCATION AID | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $18,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS IN THE UNITED STATES BY REQUESTING A WRITTEN REPORT FROM EACH GRANTEE ON THEIR USE OF THE FUNDS AT THE CONCLUSION OF THE GRANT. WE ALSO SEND SITE VISITORS TO THE GRANTEE AT THE CONCLUSION OF THE GRANT WITH A CHECK LIST, TO COMPARE WHAT THEY SAID THEY WERE GOING TO DO IN THE APPLICATION WITH WHAT THEY ACTUALLY DID. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE REVIEWS AND APPROVES THE INFORMATION IN THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER FILLS OUT THE CONFLICT OF INTEREST COMMITMENT STATEMENT EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE 990 IS MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE, AND BY REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE BY REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 438,402. UNREALIZED APPRECIATION ON INVESTMESTMENTS HELD IN TRUSTS 4,107. CHANGE IN ANNUITY OBLIGATION AND DEFERRED REVENUE -718. |
| PART XII, LINE 2C | THE PROCESS BY WHICH THE ORGANIZATION APPOINTS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |