2024-11-20T12:15:56-08:00 2024-09-30 232324509 Clairmont Paciello & Co PC 250 Tanglewood Lane King of Prussia PA 19406 990PF 2023-10-01 236399772 THE ARCADIA FOUNDATION ARCA 6102654122 250 TANGLEWOOD LANE KING OF PRUSSIA PA 19406 LORI PATRICK Treasurer 2024-11-20 true true LORI A PATRICK P01310369 6102654122 2023 2024-10-15 13:58:12Z X 23195906 X X 623281 623281 80204 4998252 80200 41100 247 744585 703728 21000 21000 87776 87776 20493 8142 1057 1057 130326 117975 0 1625500 1625500 1755826 117975 1625500 -1011241 585753 882168 1004754 1004754 45512 51493 51493 20732838 22095672 22095672 43617 43987 43987 21704135 23195906 23195906 0 X 21704135 23195906 21704135 23195906 21704135 23195906 21704135 -1011241 2503012 23195906 23195906 TRADED SECURITIES P 2024-09-01 2024-09-30 605448 598243 7205 7205 TRADED SECURITIES P 2023-09-01 2024-09-30 4392804 4319805 72999 72999 ENTERPRISE PRODUCTS K-1 ACTIVITY P 2024-09-01 2024-09-30 4 -4 -4 80200 8142 8142 8142 22000 22000 X 13858 13858 false false false false false true true false true true PA true false false false false true N/A LORI PATRICK 6102654122 250 TANGLEWOOD LANE KING OF PRUSSIA PA 19406 false false false false false false false false false false false false false false false false false false false false false false 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 NONE UBS FINANCIAL SERVICES INC 1735 MARKET STREET 36TH FL PHILADELPHIA PA 19103 BROKER/INVESTMNT ADVISOR 87776 21401640 737430 0 22139070 0 22139070 332086 21806984 1090349 1090349 8142 8142 1082207 1082207 1082207 1625500 1625500 1082207 663933 769591 624301 122353 475077 2655255 1625500 0 1082207 543293 3198548 0 663933 2534615 769591 624301 122353 475077 543293 THE ARCADIA FOUNDATION PO BOX 99 GLENSIDE PA 190380099 2158872201 BETTE.LANDMAN@ICLOUD.COM 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 APPLICATION ACCEPTED BETWEEN SEPT 1 AND OCT 15 ANNUALLY RECIPIENT ORGANIZATIONS ARE LIMITED TO THOSE WITH A ZIP CODE IN THE 18000'S AND 19000'S MUNICIPALITY OF NORRISTOWN 235 EAST AIRY STREET NORRISTOWN PA 19401 NO RESTRICTIONS 24000 STONY CREEK ANGLERS PO BOX 1466 BLUE BELL PA 19422 NO RESTRICTIONS 7500 ARDEN THEATRE COMPANY 40 NORTH 2ND STREET PHILADLEPHIA PA 19106 NO RESTRICTIONS 15000 THE ACADEMY OF NATURAL SCIENCE 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 NO RESTRICTIONS 300000 ACT II PLAYHOUSE 56 EAST BUTLER AVENUE AMBLER PA 19002 NO RESTRICTIONS 15000 PA ACADEMY OF THE FINE ARTS 118-128 NORTH BROAD STREET PHILADELPHIA PA 19102 NO RESTRICTIONS 150000 HISTORIC TRAPPE PO BOX 26686 TRAPPE PA 19426 NO RESTRICTIONS 150000 JEFFERSON HEALTH 559 WEST GERMANTOWN PIKE EAST NORRITON PA 19403 NO RESTRICTIONS 100000 MONTGOMERY THEATRE PO BOX 64033 SOUDERTON PA 18964 NO RESTRICTIONS 30000 MORRIS ABORETUM GARDENS 100 EAST NORTHWESTERN AVE PHILADELPHIA PA 19118 NO RESTRICTIONS 147000 NORTHAMPTON COMMUNITY COLLEGE COLLEGE CTR 4TH FL STE 418 BETHLEHEM PA 18020 NO RESTRICTIONS 100000 PA HORTICULTURAL SOCIETY 100 N 20TH ST 5TH FL PHILADELHPIA PA 19103 NO RESTRICTIONS 30000 PEOPLE'S LIGHT 39 CONESTOGA RD MALVERN PA 19355 NO RESTRICTIONS 200000 ST CHRISTOPHER'S HOSPITAL FOR CHILD 160 E ERIE AVE PHILADELPHIA PA 19134 NO RESTRICTIONS 100000 ST FRANCIS OF ASSISI EARLY LEARNING 636 HAMILTON ST NORRISTOWN PA 19401 NO RESTRICTIONS 10000 THE PHILADELPHIA ORCHESTRA 300 S BROAD ST PHILADELPHIA PA 19102 NO RESTRICTIONS 247000 1625500 14 623281 14 41100 18 80204 744585 744585 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. false false false false false false false false false false ACCOUNTING FEES 21000 21000 0 0 ACCRUED INTEREST INCOME 43617 43987 43987 OFFICE EXPENSE 1057 1057 Other Investment Income 41100 247 INCREASE IN MARKET VALUE OVER BASIS OF SECURITIES OWNED 2503012 INVESTMENT FEES 87776 87776 0 0 EXCISE TAX FORM 990PF (F/Y 9/30/24) 8142 8142 EXCISE TAX FORM 990T(F/Y 9/30/24) 12351