STONELEIGH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STONELEIGH FOUNDATION (EIN 37-1526458)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-10
- IRS object ID
- 202411019349100536
- 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
- Form 990-PF
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-10T17:08:47-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET SUITE 300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371526458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONELEIGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 2157357080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET 1630 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONNIE BLOOM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2157357080 | PhoneNum |
| Signature | 2024-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONNIE | PersonFirstNm |
| Person Last | BLOOM | 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 | ADAM WATSON | PreparerPersonNm |
| PTIN | P01367206 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Preparation | 2024-04-10 | 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $97,006,279 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $658,140 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $658,140 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $658,140 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,140,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,140,576 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,140,576 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,940,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,474,365 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,940,265 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,738,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,738,981 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,798,716 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $305,942 | 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 | $305,942 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $528,129 | 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 | $523,580 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $133,165 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $133,242 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,572 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,572 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,997 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,868 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $603,146 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $380,715 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $101,431 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $57,629 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,026 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $86,424 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $86,424 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,949 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,056 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,094 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $132,738 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,860,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $380,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,372,482 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,406,039 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,473,679 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,266,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $380,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,846,161 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$527,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,358,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,798,716 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,193 | CashBOYAmt |
| Cash EOY | $348,504 | CashEOYAmt |
| Cash EOYFMV | $348,504 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,462,277 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,144,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,144,007 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $14,808 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,637 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,637 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $18,179,886 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,381,350 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,381,350 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $54,195,191 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,168,063 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,168,063 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,242,575 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $610,740 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $610,740 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,215,145 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,336,704 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,336,704 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $109,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,787 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,211 | LandBOYAmt |
| Land EOY | $3,274 | LandEOYAmt |
| Land EOYFMV | $3,274 | LandEOYFMVAmt |
| Total Assets BOY | $92,384,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,006,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,006,279 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $172,767 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $73,219 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,532,017 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,466,377 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $178,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $250,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,882,784 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,789,596 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $89,501,502 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $94,216,683 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $89,501,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,216,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,384,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,006,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $89,501,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$527,131 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,242,312 | OtherIncreasesAmt |
| Subtotal | $94,216,683 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,216,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,474,365 | GrossSalesPriceAmt |
| Cost Or Other Basis | $534,100 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,940,265 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,940,265 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,940,265 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,680 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,680 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,680 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,442 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $58,442 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $638 | EsPenaltyAmt |
| Overpayment | $11,124 | OverpaymentAmt |
| Applied To ES Tax | $11,124 | 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 | Yes (1) | 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 | STONELEIGHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157357080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET 1630 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| KATHERINE H CHRISTIANO | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | CHAIR | 2.00 | $0 | $0 | $0 |
| LAURA WILLIAMSON | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | TREASURER | 2.00 | $0 | $0 | $0 |
| JODY GREENBLATT | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CATHERINE CARR | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| ALICE DUBOW ESQ | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROL HAAS GRAVAGNO | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STACY HOLLAND | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW HURFORD | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDELL PRITCHETT | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATT SCHAENEN | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN BETHEL | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONNIE BLOOM | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | EXECUTIVE DIRECTOR | 32.00 | $212,190 | $52,290 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARIE WILLIAMS | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | PHILADELPHIA | PA | 19109 | DEPUTY DIRECTOR | 40.00 | $162,678 | $30,838 | $0 |
| JANET KROLL | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | PHILADELPHIA | PA | 19109 | STRATEGY & PLANNING | 32.00 | $115,833 | $31,472 | $0 |
| RONA NAVERA | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | PHILADELPHIA | PA | 19109 | DIRECTOR OF ADMINSTR | 40.00 | $101,022 | $27,645 | $0 |
| ANNE MARIE MCGRORY | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | PHILADELPHIA | PA | 19109 | DIRECTOR OF COMMUNIC | 32.00 | $71,401 | $25,311 | $0 |
| MARK HOUCK | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | PHILADELPHIA | PA | 19109 | GRANTS IMPACT ANALYS | 40.00 | $65,851 | $21,258 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN OPERATING THE FELLOWSHIP PROGRAMS, THE FOUNDATION SEEKS TO: -AFFECT THE WELL-BEING OF CHILDREN AND YOUTH; -INVEST IN POLICY CHANGE, PRACTICE IMPROVEMENT, AND RESEARCH DISSEMINATION;-SUPPORT INDIVIDUALS WHO CAN MAKE A DIFFERENCE IN THE LIVES OF VULNERABLE CHILDREN; -SPUR INNOVATION THAT LINKS THE MAJOR PUBLIC SYSTEMS SERVING YOUNG PEOPLE:CHILD WELFARE, EDUCATION, AND JUVENILE JUSTICE;-MAKE A SIGNIFICANT AGGREGATE DIFFERENCE IN THE FIELD THROUGH THE CREATION OF A COMMUNITY OF FELLOWS ENGAGED IN PROJECTS TACKLING SIMILAR PROBLEMS THROUGH A VARIETY OF APPROACHES. | Description1Txt |
| Expenses1 | $3,846,161 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,239,074 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,788,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,223 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,041,593 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,041,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,789,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,252,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,512,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,846,161 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,846,161 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-11-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,798,716 | CurrentYearAmt |
| Year1 | $2,524,823 | Year1Amt |
| Year2 | $1,936,820 | Year2Amt |
| Year3 | $2,129,146 | Year3Amt |
| Total | $8,389,505 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,528,909 | CurrentYearAmt |
| Year1 | $2,146,100 | Year1Amt |
| Year2 | $1,646,297 | Year2Amt |
| Year3 | $1,809,774 | Year3Amt |
| Total | $7,131,079 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,846,161 | CurrentYearAmt |
| Year1 | $3,851,691 | Year1Amt |
| Year2 | $3,463,789 | Year2Amt |
| Year3 | $3,047,231 | Year3Amt |
| Total | $14,208,872 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,846,161 | CurrentYearAmt |
| Year1 | $3,851,691 | Year1Amt |
| Year2 | $3,463,789 | Year2Amt |
| Year3 | $3,047,231 | Year3Amt |
| Total | $14,208,872 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,008,414 | CurrentYearAmt |
| Year1 | $3,496,104 | Year1Amt |
| Year2 | $3,268,029 | Year2Amt |
| Year3 | $2,896,692 | Year3Amt |
| Total | $12,669,239 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONNIE BLOOM EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE FOUNDATIONS CORPORATE | AddressLine1Txt |
| Address Line2 | OFFICE | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2157357080 | RecipientPhoneNum |
| Form And Info And Materials | SEE GRANT PROCEDURES ON WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE GRANT PROCEDURES ON WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE GRANT PROCEDURES ON WEBSITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF PHILADELPHIA (NADIA DOWCHEN) | |||||||
| 2716 SOUTH STREET | PHILADELPHIA | PA | 19146 | PC | RESEARCH FELLOWSHIP | $7,680 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA (RUTH ABAYA) | |||||||
| 2716 SOUTH STREET | PHILADELPHIA | PA | 19146 | PC | RESEARCH FELLOWSHIP | $500 | |
| GEORGETOWN UNIVERSITY (SHAY BILCHIK) | |||||||
| 500 FIRST STREET NW 4TH FL | WASHINGTON | DC | 20001 | PC | RESEARCH FELLOWSHIP | $161,825 | |
| NICOLE SMITH-KEA | |||||||
| 1500 TERRELL ROAD | SHADY SIDE | MD | 20733 | I | RESEARCH FELLOWSHIP | $176,753 | |
| LEWIS KATZ SCHOOL OF MEDICINE (JESSICA BEARD) | |||||||
| 3440 NORTH BROAD STREET | PHILADELPHIA | PA | 19140 | PC | RESEARCH FELLOWSHIP | $175,500 | |
| STEVE VOLK | |||||||
| 403 ARROWHEAD DRIVE | LITIZ | PA | 17543 | I | RESEARCH FELLOWSHIP | $174,054 | |
| LAUREN FINE | |||||||
| 526 CHRISTIAN STREET UNIT B | PHILADELPHIA | PA | 19147 | I | RESEARCH FELLOWSHIP | $170,348 | |
| JENNIFER MERRIGAN | |||||||
| 1901 SOUTH 9TH STREET 608 | PHILADELPHIA | PA | 19148 | I | RESEARCH FELLOWSHIP | $170,299 | |
| SARA KRUZAN | |||||||
| C/O HUMAN RIGHTS FOR KIDS 1250 | WASHINGTON | DC | 20036 | I | RESEARCH FELLOWSHIP | $149,397 | CONNECTICUT AVE NW SUITE 700 |
| R STANFORD AND C BROWN | |||||||
| C/O FEDERATION OF NEIGHBORHOOD | PHILADELPHIA | PA | 19148 | I | RESEARCH FELLOWSHIP | $91,609 | CENTERS 1901 SOUTH 9TH STREET |
| EDUARDO QUEZADA | |||||||
| C/O NATIONALITIES SERVICE CENTER | PHILADELPHIA | PA | 19107 | I | RESEARCH FELLOWSHIP | $84,655 | 1216 ARCH STREET 4TH FLOOR |
| SCHOOL DISTRICT OF PHILADELPHIA (BRANDY BLASKO) | |||||||
| 440 N BROAD STREET | PHILADELPHIA | PA | 19130 | PC | RESEARCH FELLOWSHIP | $87,632 | |
| DREXEL UNIVERSITY (ARTURO ZINNY) | |||||||
| 400 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19106 | PC | RESEARCH FELLOWSHIP | $174,407 | |
| NATIONAL ASSESSMENT CENTER (ANNE MARIE AMBROSE) | |||||||
| 9614 BRADEN RUN | BRADENTON | FL | 34202 | PC | RESEARCH FELLOWSHIP | $174,990 | |
| LA PUERTA ABIERTA (JULIA MCINTYRE) | |||||||
| N HOWARD STREET | PHILADELPHIA | PA | 19122 | PC | RESEARCH FELLOWSHIP | $86,575 | |
| GEORGETOWN UNIVERSITY (MEGHAN OGLE) | |||||||
| 500 FIRST STREET NW 4TH FL | WASHINGTON | DC | 20001 | PC | RESEARCH FELLOWSHIP | $85,418 | |
| NATIONAL NETWORK FOR YOUTH (ANTHONY SIMPSON) | |||||||
| 781 8TH STREET SE | WASHINGTON | DC | 20003 | PC | RESEARCH FELLOWSHIP | $80,660 | |
| CENTER FOR BLACK EDUCATOR DEVELOPMENT (MALCOM DAVIS) | |||||||
| 7901 HIDDEN LANE | ELKINS PARK | PA | 19027 | PC | RESEARCH FELLOWSHIP | $90,713 | |
| HEALTH ALLIANCE FOR VIOLENCE INTERVENTION (JANENE BROWN) | |||||||
| 101 HUDSON STREET SUITE 2100 | JERSEY CITY | NJ | 07302 | PC | RESEARCH FELLOWSHIP | $84,650 | |
| HPC (DIJONEE TALLEY) | |||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | PC | RESEARCH FELLOWSHIP | $500 | |
| RASHNI STANFORD | |||||||
| C/O FEDERATION OF NEIGHBORHOOD | PHILADELPHIA | PA | 19148 | PC | RESEARCH FELLOWSHIP | $514 | CENTERS 1901 SOUTH 9TH STREET |
| ASIAN ARTS INITIATIVE | |||||||
| 1219 VINE STRETT | PHILADELPHIA | PA | 19107 | PC | YOUTH ENGAGEMENT GRANT | $35,000 | |
| URBED | |||||||
| 1521 LOCUST STREET SUITE 1001 | PHILADELPHIA | PA | 19102 | PC | YOUTH ENGAGEMENT GRANT | $30,000 | |
| CULTURE TRUST GREATER PHILADELPHIA | |||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | PC | YOUTH ENGAGEMENT GRANT AND OPPORTUNITY FUND GRANT | $50,000 | |
| MOVEMENT ALLIANCE PROJECT | |||||||
| 924 CHERRY ST FL 5 | PHILADELPHIA | PA | 19107 | PC | YOUTH ENGAGEMENT GRANT | $35,000 | |
| DAYONENOTDAYTWO | |||||||
| 744 SOUTH STREET BOX 1074 | PHILADELPHIA | PA | 19147 | PC | OPPORTUNITY FUND GRANT | $35,000 | |
| BUILT4SLLC CO QUINZELLE BETHEA | |||||||
| HUMANATURE 3401 MARKET STREET | PHILADELPHIA | PA | 19104 | PC | OPPORTUNITY FUND GRANT | $25,000 | |
| JUVENILE LAW CENTER | |||||||
| 1800 JFK BLVD SUITE 1900B | PHILADELPHIA | PA | 19103 | PC | YOUTH ENGAGEMENT GRANT | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,473,679 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TEMPLE UNIVERSITY (SARAH KATZ) | ||||||
| 1719 NORTH BROAD STREET | PHILADELPHIA | PA | 19122 | PC | RESEARCH FELLOWSHIP | $525,000 |
| SCHOOL DISTRICT OF PHILADELPHIA (BRANDY BLASKO) | ||||||
| 440 N BROAD STREET | PHILADELPHIA | PA | 19130 | PC | RESEARCH FELLOWSHIP | $210,683 |
| DREXEL UNIVERSITY (ARTURO ZINNY) | ||||||
| 400 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19106 | PC | RESEARCH FELLOWSHIP | $349,859 |
| NATIONAL ASSESSMENT CENTER (ANNE MARIE AMBROSE) | ||||||
| 9614 BRADEN RUN | BRADENTON | FL | 34202 | PC | RESEARCH FELLOWSHIP | $349,950 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA (RUTH ABAYA) | ||||||
| 2716 SOUTH STREET | PHILADELPHIA | PA | 19146 | PC | RESEARCH FELLOWSHIP | $288,746 |
| JUVENILE LAW CENTER | ||||||
| 1800 JFK BLVD SUITE 1900B | PHILADELPHIA | PA | 19103 | PC | YOUTH ENGAGEMENT GRANT | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,759,238 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $658,140 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,140,576 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,940,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,738,981 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,738,981 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDIT | CategoryTxt |
| Amt | $24,997 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,868 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $3,789,171 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $94,041,5922. 1.5% OF LINE 1: $1,410,6243. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $3,463,789 (6/30/21); $4,057,565 (6/30/22); AND $3,846,161 (6/30/23) FOR AN AVERAGE OF $3,789,171 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. | ShortExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PAGE 10, PART XV, LINE 2 | FORM 990-PF, PAGE 10, PART XV, LINES 2B AND 2DGRANT GUIDELINESTHE STONELEIGH FELLOWSHIP IS DESIGNED TO SUPPORT RESEARCHERS, PRACTITIONERS, AND POLICYMAKERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, CHILD WELFARE, JUVENILE JUSTICE, OR RELATED FIELDS. WE ARE PARTICULARLY INTERESTED IN INDIVIDUALS WHOSE FELLOWSHIP PROPOSAL INVOLVES WORK THAT CROSSES SYSTEMS OR ENHANCES THE COORDINATION OF SERVICE DELIVERY.ACCOMPLISHED PRACTITIONERS, POLICYMAKERS, AND RESEARCHERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, JUVENILE JUSTICE, CHILD WELFARE OR ALLIED FIELDS (E.G. EDUCATION, HEALTH AND BEHAVIORAL HEALTH AS THEY RELATE TO DEPENDENT AND DELINQUENT POPULATIONS) ARE ENCOURAGED TO APPLY. CANDIDATES MIGHT BE PRACTITIONERS IN YOUTH- OR FAMILY-SERVING ORGANIZATIONS OR SYSTEMS, OR POLICYMAKERS, ANALYSTS OR RESEARCHERS WORKING IN NON-PROFIT, GOVERNMENTAL OR ACADEMIC INSTITUTIONS.WE SEEK INDIVIDUALS WHO HAVE:A TRACK RECORD OF ADVOCATING FOR CHANGE IN THE FIELDS OF CHILD WELFARE AND JUVENILE JUSTICE.KNOWLEDGE, UNDERSTANDING, CONTACTS, AND INSTITUTIONAL SUPPORT TO BRING CHANGES TO FRUITION.DEMONSTRATED ABILITY TO DESIGN AND LEAD SYSTEM REFORM.IMAGINATION, TOUGH-MINDEDNESS, AND A FOCUS ON RESULTS.A PASSION FOR THEIR WORK.THE COMMITMENT OF A STRONG PARTNER ORGANIZATION THAT WILL HOST THE FELLOW AND THE PROJECT, PROVIDING BOTH INFRASTRUCTURE AND STRATEGIC ADVICE AND SUPPORT.THE STONELEIGH FELLOWSHIP AWARD IS FLEXIBLE AND TAILORED TO THE NEEDS OF EACH SUCCESSFUL APPLICANT. THE AMOUNT OF THE FINANCIAL AWARD WILL DEPEND ON THE PERSONAL CIRCUMSTANCES OF EACH FELLOW AND PROJECT. AWARDEES ARE EXPECTED TO DEVOTE FULL TIME TO THE STONELEIGH FELLOWSHIP. THEREFORE, EACH AWARD TYPICALLY INCLUDES SALARY, BENEFITS, AND A SMALL STIPEND TO COVER PROJECT-RELATED TRAVEL GOALS. FOR SOME FELLOWS BASED IN ACADEMIC INSTITUTIONS, THE AWARD COVERS A PORTION OF THEIR TIME.BECAUSE OUR FELLOWSHIP SUPPORTS INDIVIDUAL FELLOWS THROUGH SALARY SUPPORT, THEY ARE DETERMINED ON A CASE-BY-CASE BASIS. TO DATE, FELLOWSHIP BUDGETS HAVE FALLEN BETWEEN $80,000-$130,000/YEAR.THE TERM OF THE AWARD VARIES FROM FELLOW-TO-FELLOW BASED ON THE NEEDS OF EACH PROJECT. TO DATE, FELLOWSHIP TERMS HAVE RANGED FROM ONE TO FIVE YEARS. WE HAVE AWARDED ONLY ONE FIVE-YEAR FELLOWSHIP. THE AVERAGE TERM IS THREE YEARS.IN ADDITION TO CANDIDATES' PROFESSIONAL QUALIFICATIONS, STONELEIGH SELECTS FELLOWS BASED ON THE QUALITY OF PROPOSED IDEAS, THE FIT OF PROPOSED PROJECTS WITH THE FOUNDATION'S FOCUS AND GOALS, AND THE LIKELIHOOD THAT THE PROPOSED WORK CAN BE CARRIED OUT EFFECTIVELY. A DIVERSE REVIEW COMMITTEE EVALUATES EACH PROPOSAL. SPECIFIC CRITERIA TO BE USED IN JUDGING PROPOSALS INCLUDE:SIGNIFICANCE: THE PROPOSED WORK EFFECTIVELY ADDRESSES CRITICAL PROGRAM, POLICY OR RESEARCH ISSUES AND THUS IS LIKELY TO IMPROVE THE LIFE OUTCOMES OF YOUTH IMPACTED BY VIOLENCE OR THOSE INVOLVED WITH OR AT RISK OF INVOLVEMENT WITH THE CHILD WELFARE AND JUVENILE JUSTICE SYSTEMS.EFFECTIVENESS: THE PROPOSAL SPECIFICALLY INDICATES HOW THE PROJECT WILL EFFECTIVELY PROMOTE SYSTEMS CHANGE AND HOW IT HAS THE POTENTIAL TO IMPROVE YOUTH OUTCOMES. CANDIDATES INDICATE CLEARLY THEIR PERSONAL EFFECTIVENESS IN BEING ABLE TO CARRY OUT THE WORK.FEASIBILITY: THE SCOPE OF THE PROJECT FITS WITHIN THE TIME AND RESOURCES ALLOTTED BY THE FELLOWSHIP. CANDIDATES INDICATE THAT THEY HAVE THE SUPPORT OF A STRONG PARTNER ORGANIZATION AND REPRESENTATIVES FROM THE PUBLIC SYSTEMS NECESSARY TO ACHIEVE THE PROJECT GOALS. THEY HAVE OTHER FUNDING IF NEEDED.INNOVATION: THE PROPOSED PROJECT CLEARLY ADVANCES STRATEGIES THAT REPRESENT A DEPARTURE FROM STANDARD PRACTICE. IF A CANDIDATE IS APPLYING FOR FUNDS TO CONTINUE AN ONGOING PROJECT, THE PROPOSAL SHOWS HOW THIS FELLOWSHIP WILL SUBSTANTIALLY IMPROVE STANDARD PRACTICE AND WHY STONELEIGH FOUNDATION SUPPORT IS CRITICAL TO ADVANCING THE WORK.MULTI-DISCIPLINARY IMPACT/BREADTH: THE PROPOSED WORK HAS THE POTENTIAL TO BE APPLIED BROADLY AND IMPROVE YOUTH POLICY AND PRACTICE ACROSS A NUMBER OF SYSTEMS AND DISCIPLINES.FIT: THE PROJECT CLEARLY MEETS OUR OVERALL GOALS. THE PROPOSAL AND CANDIDATE CONTRIBUTE TO BUILDING A COMMUNITY OF FELLOWS AND A BODY OF WORK THAT WILL, IN AGGREGATE, ADVANCE THE FIELD. |
| FORM 5471 FILING EXPLANATION | PURSUANT TO PAGE 5 OF THE INSTRUCTIONS FOR FORM 5471, ITEM E PLEASE NOTE THE FOLLOWING:THE 2021 FORM 5471 FILING REQUIREMENTS FOR STONELEIGH FOUNDATION HAVE BEEN SATISFIED BY CHARLES P. KEATES, 717 S. COLUMBUS BLVD., APT 1203, PHILADELPHIA, PA 19147, SSN XXX-XX-XXXX, WITH THE FILING OF A CONSOLIDATED FORM 5471 WITH THE IRS SERVICE CENTER IN PHILADELPHIA, PA. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $610,740 | EOYBookValueAmt |
| EOYFMV | $610,740 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $32,511,243 | $32,511,243 |
| EQUITY MUTUAL FUNDS | $13,779,196 | $13,779,196 |
| EQUITY EXCHANGE TRADED FUNDS | $6,877,624 | $6,877,624 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,038,424 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,038,424 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $9,342,926 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $9,342,926 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $17,336,704 | BookValueAmt |
| EOYFMV | $17,336,704 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,572 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,572 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOARD EXPENSES | $3,612 | $0 | $0 | $3,612 |
| OFFICE SUPPLIES | $10,254 | $0 | $0 | $13,898 |
| IT/NETWORK SUPPORTS | $19,263 | $0 | $0 | $19,263 |
| OTHER EXPENSES | $43,109 | $0 | $0 | $67,109 |
| MEMBERSHIP FEE | $10,801 | $0 | $0 | $10,801 |
| INSURANCE | $1,821 | $0 | $0 | $1,821 |
| PUBLIC EVENTS | $16,234 | $0 | $0 | $16,234 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN ASSETS | Desc |
| Amt | $5,242,312 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $178,000 | BOYBookValueAmt |
| EOY Book Value | $250,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $50,000 | $0 | $0 | $48,500 |
| PAYROLL PROCESSING | $2,943 | $0 | $0 | $2,943 |
| INVESTMENT FEES | $500,215 | $380,715 | $0 | $0 |
| STRATEGY ASSESSMENT/PLANNING | $49,988 | $0 | $0 | $49,988 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $57,629 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $57,629 | DisbursementsCharitablePrpsAmt |
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