2023-03-15T12:47:42-05:00 2022-06-30 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990PF 2021-07-01 371526458 STONELEIGH FOUNDATION STON 2157357080 123 S BROAD STREET 1630 PHILADELPHIA PA 19109 RONNIE BLOOM EXECUTIVE DIRECTOR 2157357080 2023-03-15 1 RONNIE BLOOM 999009999 JENNIFER SOLOT P00749373 2155677770 2023-03-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 92384286 X X 450652 450652 450652 2074171 2074171 2074171 453412 1434941 453412 0 2978235 2978235 2524823 205874 0 0 0 597075 0 0 595635 215963 0 0 218798 6344 0 0 6344 23007 0 0 27637 157980 367948 0 18182 60570 0 0 60570 8783 0 0 77615 0 0 77615 14487 0 0 14380 107931 0 0 91971 1475629 367948 0 1111132 3005754 2740559 4481383 367948 0 3851691 -1503148 2610287 2524823 63420 70193 70193 6832368 2462277 2462277 13437 14808 14808 13378344 18179886 18179886 71531470 47155060 47155060 3145803 3242575 3242575 17722801 21255276 21255276 107972 103761 9980 4211 4211 112697623 92384286 92384286 133082 172767 2319213 2532017 442000 178000 2894295 2882784 X 109803328 89501502 109803328 89501502 112697623 92384286 109803328 -1503148 0 108300180 18798678 89501502 REALIZED GAINS P 1434941 981529 453412 453412 453412 0 36283 0 36283 0 36283 44725 0 0 0 44725 X 0 8442 8442 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 1 0 0 0 1 STONELEIGHFOUNDATION.ORG EXECUTIVE DIRECTOR 2157357080 123 S BROAD STREET 1630 PHILADELPHIA PA 19109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 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 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 205874 54254 0 ALICE DUBOW ESQ C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 MARIE WILLIAMS C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 DEPUTY DIRECTOR 40.00 157010 32021 0 JANET KROLL C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 STRATEGY & PLANNING 32.00 120579 32331 0 SANGEETA PRASED C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 STONELEIGH FELLOW 32.00 122004 10572 0 RONA NAVERA C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 DIRECTOR OF ADMINSTR 40.00 100924 28370 0 SARAH ZLOTNIK C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 SENIOR PROGRAM OFFIC 32.00 92013 33062 0 0 NONE 0 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. 4057565 0 103103610 5287522 14123 108405255 0 0 108405255 3522129 104883126 5244156 X 3851691 0 3851691 2006-11-18 X 2524823 1936820 2129146 2355853 8946642 2146100 1646297 1809774 2002475 7604646 3851691 3463789 3047231 3048125 13410836 0 0 0 0 0 3851691 3463789 3047231 3048125 13410836 0 0 3496104 3268029 2896692 2908355 12569180 0 0 0 0 RONNIE BLOOM EXECUTIVE DIRECTOR C/O THE FOUNDATIONS CORPORATE OFFICE PHILADELPHIA PA 19109 2157357080 SEE GRANT PROCEDURES ON WEBSITE SEE GRANT PROCEDURES ON WEBSITE SEE GRANT PROCEDURES ON WEBSITE THE TRUSTEES OF THE UNIVERSITY OF PA (VINCENT REINA) 3815 WALNUT STREET PHILADELPHIA PA 19104 PC RESEARCH FELLOWSHIP 364654 COLUMBIA UNIVERSITY JUSTICE LAB (PATRICK MCCARTHY) 6037 HOLLINS AVE BALTIMORE MD 21210 PC RESEARCH FELLOWSHIP 375 CHILDREN'S HOSPITAL OF PHILADELPHIA (NADIA DOWCHEN) 2716 SOUTH STREET PHILADELPHIA PA 19146 PC RESEARCH FELLOWSHIP 176800 CHILDREN'S HOSPITAL OF PHILADELPHIA (RUTH ABAYA) 2716 SOUTH STREET PHILADELPHIA PA 19146 PC RESEARCH FELLOWSHIP 316306 GEORGETOWN UNIVERSITY (SHAY BILCHIK) 500 FIRST STREET NW 4TH FL WASHINGTON DC 20001 PC RESEARCH FELLOWSHIP 166312 NICOLE SMITH-KEA 1500 TERRELL ROAD SHADY SIDE MD 20733 I RESEARCH FELLOWSHIP 181306 LEWIS KATZ SCHOOL OF MEDICINE (JESSICA BEARD) 3440 NORTH BROAD STREET PHILADELPHIA PA 19140 PC RESEARCH FELLOWSHIP 187500 STEVE VOLK 403 ARROWHEAD DRIVE LITIZ PA 17543 I RESEARCH FELLOWSHIP 171128 JENNIFER MERRIGAN 1901 SOUTH 9TH STREET 608 PHILADELPHIA PA 19148 I RESEARCH FELLOWSHIP 160119 SARA KRUZAN C/O HUMAN RIGHTS FOR KIDS 1250 CONNECTICUT AVE NW SUITE 700 WASHINGTON DC 20036 I RESEARCH FELLOWSHIP 149820 R STANFORD AND C BROWN C/O FEDERATION OF NEIGHBORHOOD CENTERS 1901 SOUTH 9TH STREET PHILADELPHIA PA 19148 I RESEARCH FELLOWSHIP 153935 SANGEETA PRASEED 1424 CHESTNUT STREET PHILADELPHIA PA 19102 I RESEARCH FELLOWSHIP 91577 TEMPLE (KARISSA PHELPS) 1719 NORTH BROAD STREET PHILADELPHIA PA 19122 PC RESEARCH FELLOWSHIP 8900 HPC (DIJONEE TALLEY) 1500 MARKET STREET PHILADELPHIA PA 19102 PC RESEARCH FELLOWSHIP 5000 YHEP HEALTH CENTER (CAMERON MCCONKEY) 178 GRAPE STREET PHILADELPHIA PA 19102 PC RESEARCH FELLOWSHIP 16850 DREXEL (LEAH BROGAN) 400 MARKET STREET SUITE 200 PHILADELPHIA PA 19106 PC RESEARCH FELLOWSHIP 27449 HEALTH ALLIANCE FOR VIOLENCE INTERVENTION (JANENE BROWN) 101 HUDSON STREET SUITE 2100 JERSEY CITY NJ 07302 PC RESEARCH FELLOWSHIP 81679 LA PUERTA ABIERTA (JULIA MCINTYRE) N HOWARD STREET PHILADELPHIA PA 19122 PC RESEARCH FELLOWSHIP 79315 GEORGETOWN UNIVERSITY (MEGHAN OGLE) 500 FIRST STREET NW 4TH FL WASHINGTON DC 20001 PC RESEARCH FELLOWSHIP 82983 NATIONAL NETWORK FOR YOUTH (ANTHONY SIMPSON) 781 8TH STREET SE WASHINGTON DC 20003 PC RESEARCH FELLOWSHIP 78400 CENTER FOR BLACK EDUCATOR DEVELOPMENT (MALCOM DAVIS) 7901 HIDDEN LANE ELKINS PARK PA 19027 PC RESEARCH FELLOWSHIP 81559 CHOP (KALI HACKETT) 1315 WALNUT STREET SUITE 400 PHILADELPHIA PA 19107 PC RESEARCH FELLOWSHIP 18592 CULTURETRUST GREATER PHILADELPHIA 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 PC OPPORTUNITY FUND GRANT, YOUTH ENGAGEMENT GRANT 50000 MOVEMENT ALLIANCE PROJECT 924 CHERRY ST FL 5 PHILADELPHIA PA 19107 PC RACIAL JUSTICE GRANT 35000 PUBLIC TRUST 4017 WALNUT STREET PHILADELPHIA PA 19104 YOUTH ENGAGEMENT GRANT 25000 URBED 1315 WALNUT STREET PHILADELPHIA PA 19107 PC YOUTH ENGAGEMENT GRANT 30000 2740559 BUILT4SLLC CO QUINZELLE BETHEA HUMANATURE 3401 MARKET STREET PHILADELPHIA PA 19104 OPPORTUNITY FUND GRANT 25000 JUVENILE LAW CENTER 1800 JFK BLVD SUITE 1900B PHILADELPHIA PA 19103 PC YOUTH ENGAGEMENT GRANT 35000 THE TRUSTEES OF THE UNIVERSITY OF PA (VINCENT REINA) 3815 WALNUT STREET PHILADELPHIA PA 19104 PC RESEARCH FELLOWSHIP 180000 GEORGETOWN UNIVERSITY (SHAY BILCHIK) 500 FIRST STREET NW 4TH FL WASHINGTON DC 20001 PC RESEARCH FELLOWSHIP 160000 NICOLE SMITH-KEA 1500 TERRELL ROAD SHADY SIDE MD 20733 I RESEARCH FELLOWSHIP 175000 LEWIS KATZ SCHOOL OF MEDICINE (JESSICA BEARD) 3440 NORTH BROAD STREET PHILADELPHIA PA 19140 PC RESEARCH FELLOWSHIP 175000 STEVE VOLK 403 ARROWHEAD DRIVE LITIZ PA 17543 I RESEARCH FELLOWSHIP 353872 LAUREN FINE 526 CHRISTIAN STREET UNIT B PHILADELPHIA PA 19147 I RESEARCH FELLOWSHIP 170348 JENNIFER MERRIGAN 1901 SOUTH 9TH STREET 608 PHILADELPHIA PA 19148 I RESEARCH FELLOWSHIP 335961 SARA KRUZAN C/O HUMAN RIGHTS FOR KIDS 1250 CONNECTICUT AVE NW SUITE 700 WASHINGTON DC 20036 I RESEARCH FELLOWSHIP 299764 R STANFORD AND C BROWN C/O FEDERATION OF NEIGHBORHOOD CENTERS 1901 SOUTH 9TH STREET PHILADELPHIA PA 19148 I RESEARCH FELLOWSHIP 91609 EDUARDO QUEZADA C/O NATIONALITIES SERVICE CENTER 1216 ARCH STREET 4TH FLOOR PHILADELPHIA PA 19107 I RESEARCH FELLOWSHIP 176612 HEALTH ALLIANCE FOR VIOLENCE INTERVENTION (JANENE BROWN) 101 HUDSON STREET SUITE 2100 JERSEY CITY NJ 07302 PC RESEARCH FELLOWSHIP 86097 LA PUERTA ABIERTA (JULIA MCINTYRE) N HOWARD STREET PHILADELPHIA PA 19122 PC RESEARCH FELLOWSHIP 85853 GEORGETOWN UNIVERSITY (MEGHAN OGLE) 500 FIRST STREET NW 4TH FL WASHINGTON DC 20001 PC RESEARCH FELLOWSHIP 88813 NATIONAL NETWORK FOR YOUTH (ANTHONY SIMPSON) 781 8TH STREET SE WASHINGTON DC 20003 PC RESEARCH FELLOWSHIP 85600 CENTER FOR BLACK EDUCATOR DEVELOPMENT (MALCOM DAVIS) 7901 HIDDEN LANE ELKINS PARK PA 19027 PC RESEARCH FELLOWSHIP 88713 2613242 14 450652 14 2074171 18 453412 0 2978235 0 2978235 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/AUDIT 23007 0 0 27637 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 $3,522,129 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: $108,405,2542. 1.5% OF LINE 1: $1,626,0793. 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 $3,045,034 (6/30/20); $3,463,789 (6/30/21); AND $4,057,565 (6/30/22) FOR AN AVERAGE OF $3,522,129 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. 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. CORPORATE BONDS 3242575 3242575 CORPORATE STOCKS 33555500 33555500 EQUITY MUTUAL FUNDS 13599560 13599560 7882721 7882721 10297165 10297165 OTHER FMV 21255276 21255276 LEGAL 6344 0 0 6344 UNREALIZED CHANGE IN ASSETS 18798678 BOARD EXPENSES 573 0 0 573 OFFICE SUPPLIES 23031 0 0 4329 IT/NETWORK SUPPORTS 13276 0 0 13276 OTHER EXPENSES 56763 0 0 60155 MEMBERSHIP FEE 7290 0 0 7290 INSURANCE 2248 0 0 1598 PUBLIC EVENTS 4750 0 0 4750 DEFERRED FEDERAL EXCISE TAX 442000 178000 OTHER PROFESSIONAL FEES 14694 0 0 14694 PAYROLL PROCESSING 3488 0 0 3488 INVESTMENT FEES 139798 367948 0 0 PAYROLL TAXES 60570 0 0 60570