ARCADIA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARCADIA FOUNDATION (EIN 23-6399772)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2024-11-20
- IRS object ID
- 202433259349100018
- Schema version
- 2023v5.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-20T12:15:56-08:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232324509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clairmont Paciello & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Tanglewood Lane | 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 | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236399772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARCADIA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCA | BusinessNameControlTxt |
| Phone | 6102654122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 TANGLEWOOD LANE | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI PATRICK | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI A PATRICK | PreparerPersonNm |
| PTIN | P01310369 | PTIN |
| Phone | 6102654122 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,195,906 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $623,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $623,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,998,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,200 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $41,100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $247 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $744,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $703,728 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $21,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $87,776 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,776 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,142 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,057 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,057 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $130,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,625,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,625,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,755,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,625,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,011,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $585,753 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $882,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,004,754 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,004,754 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $45,512 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $51,493 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $51,493 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $20,732,838 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,095,672 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,095,672 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,617 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,987 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43,987 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,704,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,195,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,195,906 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,704,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,195,906 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,704,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,195,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,704,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,195,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,704,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,011,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,503,012 | OtherIncreasesAmt |
| Subtotal | $23,195,906 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,195,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TRADED SECURITIES | P | 2024-09-01 | 2024-09-30 | $605,448 | $598,243 | $7,205 | $7,205 |
| TRADED SECURITIES | P | 2023-09-01 | 2024-09-30 | $4,392,804 | $4,319,805 | $72,999 | $72,999 |
| ENTERPRISE PRODUCTS K-1 ACTIVITY | P | 2024-09-01 | 2024-09-30 | $4 | -$4 | -$4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,200 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,142 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,142 | SubtotalAmt |
| Tax Based On Investment Income | $8,142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $13,858 | OverpaymentAmt |
| Applied To ES Tax | $13,858 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI PATRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6102654122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 TANGLEWOOD LANE | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BETTE E LANDMAN | ||||||
| 2363 OAKDALE AVENUE | GLENSIDE | PA | 19038 | President | 0.00 | $0 |
| LORI PATRICK | ||||||
| 250 TANGLEWOOD LANE | KING OF PRUSSIA | PA | 19406 | Treasurer | 0.00 | $0 |
| KEVIN WARD | ||||||
| 710 FAITH DRIVE | EAST NORRITON | PA | 19403 | Vice President | 0.00 | $0 |
| MARILYN STEINBRIGHT | ||||||
| 105 EAST LOGAN STREET | NORRISTOWN | PA | 19401 | PRES. EMERITUS | 0.00 | $0 |
| HARVEY SS MILLER | ||||||
| 1500 LOCUST ST APT 2605 | PHILADELPHIA | PA | 191024339 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MARKET STREET 36TH FL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BROKER/INVESTMNT ADVISOR | ServiceTypeTxt |
| Compensation | $87,776 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,401,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $737,430 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,139,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,139,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $332,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,806,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,090,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,090,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,142 | TotalTaxAmt |
| Distributable Before Adj | $1,082,207 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,082,207 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,082,207 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,625,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,625,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,082,207 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $663,933 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $769,591 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $624,301 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $122,353 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $475,077 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,655,255 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,625,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,082,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $543,293 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,198,548 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $663,933 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,534,615 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $769,591 | ExcessFromYear4Amt |
| Excess From Year3 | $624,301 | ExcessFromYear3Amt |
| Excess From Year2 | $122,353 | ExcessFromYear2Amt |
| Excess From Year1 | $475,077 | ExcessFromYear1Amt |
| Excess From Current Year | $543,293 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ARCADIA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 99 | AddressLine1Txt |
| City | GLENSIDE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190380099 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2158872201 | RecipientPhoneNum |
| Recipient Email Address | BETTE.LANDMAN@ICLOUD.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | 1 OR 2 PAGE SUMMARY LISTING BRIEF HISTORY OF ORGANIZATION, AMOUNT REQUESTED AND HOW THE FUNDS WILL BE SPENT. ATTACH COPY OF IRS EXEMPT LETTER SHOWING YOU ARE A 501(C)(3) ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION ACCEPTED BETWEEN SEPT 1 AND OCT 15 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENT ORGANIZATIONS ARE LIMITED TO THOSE WITH A ZIP CODE IN THE 18000'S AND 19000'S | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MUNICIPALITY OF NORRISTOWN | |||||
| 235 EAST AIRY STREET | NORRISTOWN | PA | 19401 | NO RESTRICTIONS | $24,000 |
| STONY CREEK ANGLERS | |||||
| PO BOX 1466 | BLUE BELL | PA | 19422 | NO RESTRICTIONS | $7,500 |
| ARDEN THEATRE COMPANY | |||||
| 40 NORTH 2ND STREET | PHILADLEPHIA | PA | 19106 | NO RESTRICTIONS | $15,000 |
| THE ACADEMY OF NATURAL SCIENCE | |||||
| 1900 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | NO RESTRICTIONS | $300,000 |
| ACT II PLAYHOUSE | |||||
| 56 EAST BUTLER AVENUE | AMBLER | PA | 19002 | NO RESTRICTIONS | $15,000 |
| PA ACADEMY OF THE FINE ARTS | |||||
| 118-128 NORTH BROAD STREET | PHILADELPHIA | PA | 19102 | NO RESTRICTIONS | $150,000 |
| HISTORIC TRAPPE | |||||
| PO BOX 26686 | TRAPPE | PA | 19426 | NO RESTRICTIONS | $150,000 |
| JEFFERSON HEALTH | |||||
| 559 WEST GERMANTOWN PIKE | EAST NORRITON | PA | 19403 | NO RESTRICTIONS | $100,000 |
| MONTGOMERY THEATRE | |||||
| PO BOX 64033 | SOUDERTON | PA | 18964 | NO RESTRICTIONS | $30,000 |
| MORRIS ABORETUM GARDENS | |||||
| 100 EAST NORTHWESTERN AVE | PHILADELPHIA | PA | 19118 | NO RESTRICTIONS | $147,000 |
| NORTHAMPTON COMMUNITY COLLEGE | |||||
| COLLEGE CTR 4TH FL STE 418 | BETHLEHEM | PA | 18020 | NO RESTRICTIONS | $100,000 |
| PA HORTICULTURAL SOCIETY | |||||
| 100 N 20TH ST 5TH FL | PHILADELHPIA | PA | 19103 | NO RESTRICTIONS | $30,000 |
| PEOPLE'S LIGHT | |||||
| 39 CONESTOGA RD | MALVERN | PA | 19355 | NO RESTRICTIONS | $200,000 |
| ST CHRISTOPHER'S HOSPITAL FOR CHILD | |||||
| 160 E ERIE AVE | PHILADELPHIA | PA | 19134 | NO RESTRICTIONS | $100,000 |
| ST FRANCIS OF ASSISI EARLY LEARNING | |||||
| 636 HAMILTON ST | NORRISTOWN | PA | 19401 | NO RESTRICTIONS | $10,000 |
| THE PHILADELPHIA ORCHESTRA | |||||
| 300 S BROAD ST | PHILADELPHIA | PA | 19102 | NO RESTRICTIONS | $247,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,625,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $623,281 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $744,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $744,585 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FOUNDATION HAS A PORTFOLIO OF PUBLICALLY TRADED SECURITIES AND RECEIVES THE INCOME TO ALLOW IT TO MAKE CHARITABLE DONATIONS. |
| 7 | THE FOUNDATION RECEIVES DISTRIBUTIONS FROM INVESTMENTS IN PARTNERSHIPS TO ALLOW IT TO MAKE CHARITABLE DONATIONS. |
| 8 | THE FOUNDATION BUYS AND SELLS PUBLICALLY TRADED SECURITIES TO ENHANCE ITS INCOME USED FOR CHARITABLE PURPOSES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,000 | Amt |
| Net Investment Income | $21,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST INCOME | Desc |
| BOY Book Value | $43,617 | BOYBookValueAmt |
| EOY Book Value | $43,987 | EOYBookValueAmt |
| EOYFMV | $43,987 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,057 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,057 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $41,100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $247 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN MARKET VALUE OVER BASIS OF SECURITIES OWNED | Desc |
| Amt | $2,503,012 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $87,776 | Amt |
| Net Investment Income | $87,776 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX FORM 990PF (F/Y 9/30/24) | $8,142 | $8,142 |
| EXCISE TAX FORM 990T(F/Y 9/30/24) | $12,351 |
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