2023-05-15T16:10:20-05:00 2022-06-30 111986323 MARCUM LLP 1601 MARKET STREET 4TH FLOOR PHILADELPHIA PA 19103 990 2021-07-01 232987485 GIRARD COLLEGE FOUNDATION GIRA 2157874442 2101 SOUTH COLLEGE AVENUE PHILADELPHIA PA 19121 JOSEPH SAMUEL PRESIDENT 2157874442 2023-05-15 1 JOSEPH SAMUEL 999009999 FRANK SMITH P00639053 2152972100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JOSEPH SAMUEL 2101 SOUTH COLLEGE AVENUE PHILADELPHIA PA 19121 1310639 0 X WWW.GIRARDCOLLEGE.EDU X 1998 PA TO PROMOTE AND ENHANCE THE EDUCATIONAL FACILITIES AND SERVICES PROVIDED TO THE STUDENTS OF GIRARD COLLEGE (AN ELEMENTARY AND SECONDARY SCHOOL) AND OTHER PHILADELPHIA AREA SCHOOLS BY RAISING FUNDS FROM THE ALUMNI AND FRIENDS FOR THESE INSTITUTIONS. 6 6 0 0 0 0 1521357 1310639 0 0 0 0 0 0 1521357 1310639 1063429 1671929 0 0 0 0 0 0 5578 36898 37736 1100327 1709665 421030 -399026 5446659 4333566 227979 160556 5218680 4173010 X TO PROMOTE AND ENHANCE THE EDUCATIONAL FACILITIES AND SERVICES PROVIDED TO THE STUDENTS OF GIRARD COLLEGE (AN ELEMENTARY AND SECONDARY SCHOOL) AND OTHER PHILADELPHIA AREA SCHOOLS BY RAISING FUNDS FROM THE ALUMNI AND FRIENDS FOR THESE INSTITUTIONS. 1 0 325000 325000 THE FOUNDER'S HALL MARBLE ENTABLATURE AND PEDIMENTS RESTORATION INCLUDED REPOINTING, REPAIRS AND CLEANING OF THE FULL MARBLE ENTABLATURE LOCATED ON ALL FOUR ELEVATIONS OF FOUNDER'S HALL AND BOTH PEDIMENTS, LOCATED ON THE NORTH AND SOUTH FACES OF THE BUILDING. THIS WORK ENSURES THAT ALL MORTAR JOINTS ARE WATERTIGHT, REPLACING ERODED STONE UNITS AND PATCHING CRACKS WILL PROTECT STRUCTURAL INTEGRITY, AND CLEANING THE MARBLE WILL SHOWCASE THE BUILDING'S TRUE BEAUTY.FOUNDER'S HALL HOUSES STEPHEN GIRARD'S ARTIFACT COLLECTION. GIRARD COLLEGE'S RENOVATION OF FOUNDER'S HALL WILL ENABLE THE BUILDING TO BE MORE WIDELY ACCESSIBLE THROUGH BOTH EVENT AND MUSEUM USE FOR ITS STUDENTS AND STAFF AS WELL AS THE GENERAL PUBLIC, AS PART OF THE SCHOOL'S STRATEGIC GOAL TO BECOME THE CAMPUS FOR THE CITY. 489200 489200 PENNSYLVANIA OPPORTUNITY SCHOLARSHIP TAX CREDIT PROGRAM:THE PROGRAM PROVIDES TAX CREDITS TO ELIGIBLE BUSINESSES CONTRIBUTING TO AN OPPORTUNITY SCHOLARSHIP ORGANIZATION. BUSINESS CONTRIBUTIONS ARE THEN USED BY OPPORTUNITY SCHOLARSHIP ORGANIZATIONS TO PROVIDE TUITION ASSISTANCE IN THE FORM OF SCHOLARSHIPS TO ELIGIBLE STUDENTS RESIDING WITHIN THE BOUNDARIES OF A LOW-ACHIEVING SCHOOL IN THE COMMONWEALTH OF PENNSYLVANIA TO ATTEND ANOTHER PUBLIC SCHOOL OUTSIDE OF THEIR DISTRICT OR NONPUBLIC SCHOOL. A LOW-ACHIEVING SCHOOL IS DEFINED AS A PUBLIC ELEMENTARY OR SECONDARY SCHOOL RANKING IN THE BOTTOM 15 PERCENT OF THEIR DESIGNATION AS AN ELEMENTARY OR SECONDARY SCHOOL BASED UPON COMBINED MATH AND READING PENNSYLVANIA SYSTEM OF SCHOOL ASSESSMENT (PSSA) SCORES.THE GIRARD COLLEGE FOUNDATION IS AN OPPORTUNITY SCHOLARSHIP ORGANIZATION AND USED THESE PROCEEDS TO PROVIDE APPROXIMATELY 80 PARTIAL SCHOLARSHIPS TO STUDENTS THAT ATTENDED GIRARD COLLEGE DURING THE 2020-2021 SCHOOL YEAR." 267400 267400 PENNSYLVANIA EDUCATIONAL IMPROVEMENT TAX CREDIT PROGRAM:THIS PROGRAM PROVIDES TAX CREDITS TO ELIGIBLE BUSINESSES CONTRIBUTING TO SCHOLARSHIP ORGANIZATIONS AND/OR EDUCATIONAL IMPROVEMENT ORGANIZATIONS AND/OR PRE-K SCHOLARSHIPORGANIZATIONS CONTAINED ON A LIST PUBLISHED BY THE DEPARTMENT OF COMMUNITY AND ECONOMIC DEVELOPMENT. BUSINESS CONTRIBUTIONS ARE THEN USED BY SCHOLARSHIP ORGANIZATIONS AND/OR EDUCATIONAL IMPROVEMENT ORGANIZATIONS AND/OR PRE-K SCHOLARSHIP ORGANIZATIONS TO PROVIDE TUITION ASSISTANCE IN THE FORM OF SCHOLARSHIPS TO ELIGIBLE STUDENTS RESIDING WITHIN THE COMMONWEALTH OF PENNSYLVANIA.THE GIRARD COLLEGE FOUNDATION IS A SCHOLARSHIP ORGANIZATION AND USED THESE PROCEEDS TO PROVIDE APPROXIMATELY FIFTEEN (30) PARTIAL SCHOLARSHIPS TO STUDENTS THAT ATTENDED GIRARD COLLEGE DURING THE 2020-2021 SCHOOL YEAR. 59983 59983 ARTIST IN RESIDENCE PROGRAM - ""BE HOLDING":BE HOLDING , AN ORIGINAL PERFORMANCE USING ROSS GAY'S BOOK-LENGTH POEM BY THE SAME NAME AS A LIBRETTO/TEXT, MEDITATES ON THREE IMPACTFUL THEMES: BLACK FLIGHT, BLACK GENIUS, AND LOOKING . THE POEM STRUCTURES ITSELF AROUND THE FAMOUS LAY-UP BY PHILADELPHIA 76ERS LEG ENDARY MVP JULIUS ERVING (AKA "DR. J.), A REVERED FIGURE AMONG PHILADELPHIA ATHLETES/ROLE MODELS. DR. J'S BALLETIC ATHLETICISM IN THE 1980 NBA F INALS--DURING WHICH HE FLIES FOR A SEEMINGLY IMPOSSIBLY LONG TIME BEFORE MAKING THAT INCREDIBLE SHOT--IS "SEEN" THROUGH VARIOUS LENSES GAY'S 70-PAGE, ELEGIAC HOMAGE. THE WORK'S THEMES ARE PARTICULARLY MEANINGFUL FOR GIRARD, WHERE YOUNG PEOPLE OF COLOR ARE SPRING BOARDED TO SEEK "FLIGHT" FROM TRAUMA: TO COLLEGE, A CAREER, A WAY OUT OF UPBRINGINGS MARKED BY POVERTY, HUNGER, HOMELESSNESS, ABUSE, ADDICTION, NEGLECT, VIOLENCE AND INCARCERATION. AS THERE ARE APPROXIMATELY 120 STUDENTS WHO ARE IN HIGH SCHOOL AT GIRARD COLLEGE, ALL OF THEM WILL ULTIMATELY EITHER PARTICIPATE IN OR EXPERIENCE THIS PROGRAM AS A SPECTATOR. THE PROJECT HAS TWO COMPONENTS: (1) A MULTI-YEAR RESIDENCY WHERE THE ARTISTS MEET AT GIRARD IN THE FALL AND SPRING EACH YEAR FOR A SHORT DEVELOPMENT RESIDENCY THAT WILL INVOLVE STUDENTS OF ALL AGES ENGAGED AS IMPROVISORS, DOCUMENTARIANS, WRITERS AND/OR PERFORMERS AND (2) A FULLY-REALIZED PRODUCTION RUN OF AN EVENING -LENGTH THROUGH-SCORED LIVE PERFORMANCE. 75000 75000 MENTAL HEALTH INITIATIVE: GIRARD COLLEGE'S ACHIEVEMENT TEAM PROVIDES A BEHAVIORAL-BASED COUNSELING MODEL FOR THE SCHOOL'S 1ST THROUGH 12TH GRADE STUDENTS TO ENABLE THEM TO OVERCOME SIGNIFICANT OBSTACLES IN ORDER TO ACHIEVE ACADEMICALLY. 455346 455346 VARIOUS PROGRAMS THAT PROMOTE AND ENHANCE BOTH THE EDUCATIONAL FACILITIES AND SERVICES PROVIDED TO STUDENTS AT GIRARD COLLEGE. IN FISCAL YEAR 2022, THIS AMOUNT REPRESENTS VARIOUS AWARDS THAT WERE GIVEN TO GIRARD COLLEGE STUDENTS FOR CERTAIN ACHIEVEMENTS OBTAIN DURING THE SCHOOL YEAR. THERE WERE NINE (4) STUDENTS THAT BENEFITED FROM THESE PROGRAMS IN THE FISCAL YEAR ENDING JUNE 30, 2022. 590329 590329 1671929 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 PA AZ FL GA ME MD MA MI MN MS NH NJ NY NC OH SC VA WA WI AL X X GIRARD ESTATE 2672737972 1101 MARKET STREET SUITE 2600 PHILADELPHIA PA 19107 X JOSEPH SAMUEL PRESIDENT 0.50 X X 0 0 0 JOHN LEONE VICE PRESIDENT 0.50 X X 0 0 0 DENNIS KELLEHER TREASURER (DECEASED 09/21) 0.50 X X 0 0 0 CHAD BURKHARDT DIRECTOR 0.50 X 0 0 0 HENRY FAIRFAX DIRECTOR 0.50 X 0 0 0 JAMES O'NEILL DIRECTOR (DECEASED 10/21) 0.50 X 0 0 0 PETER W SHOEMAKER DIRECTOR 0.50 X 0 0 0 HEATHER WATHINGTON DIRECTOR (END 08/21) 0.50 X 0 0 0 OMAR T WOODARD DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 1310639 1310639 1310639 0 0 0 1671929 1671929 32158 32158 MISCELLANEOUS 3057 3057 STATE FILING FEES 2521 2521 1709665 1671929 32158 5578 960194 536277 3928821 3382034 557644 415255 5446659 4333566 40457 35704 187522 124852 227979 160556 X 1547588 1258006 3671092 2915004 5218680 4173010 5446659 4333566 X -399026 -546787 -99857 X 0 1 X 1 0 X 883307 948960 1322786 1521357 1310639 5987049 883307 948960 1322786 1521357 1310639 5987049 2232812 3754237 45582 504 192 0 46278 6033327 0.62220 0.57520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 252346 -34269 218077 198899 53447 252346 189859 9040 198899 180581 9278 189859 166716 13865 180581 0.39824 0.60176 1 0 0 INVESTMENT INCOME RECEIVABLE 19480 BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENT 395775 415255 X 1042128 -546787 378133 -99857 -268511 1310639 0 1310639 2087798 378133 378133 1709665 0 1709665 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO PROVIDE ANNUAL SCHOLARSHIPS, RECOGNIZE ACADEMIC ACHIEVEMENTS AND TO SUPPORT THE COUNSELING AND FAMILY SERVICES DEPARTMENT OF GIRARD COLLEGE, WITH A SPECIAL EMPHASIS ON CHILDREN SUFFERING FROM ANXIETY AND DEPRESSION DISORDERS. PART X, LINE 2: MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INFORMATIONAL RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE FOUNDATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -99,857. 0 GIRARD COLLEGE 2101 S COLLEGE AVENUE PHILADELPHIA PA 19121 232712327 501(C)(3) 1671929 0 TO PROVIDE TUITION ASSISTANCE AND EDUCATIONAL SERVICES FOR STUDENTS ATTENDIN FOR TUITION ASSISTANCE FOR STUDENTS ATTENDING GIRARD COLLEGE. 1 SCHEDULE I, PART I, LINE 2. PER OUR MISSION, WE ARE RAISING FUNDS SPECIFICALLY FOR GIRARD COLLEGE. FORM 990, PART III, LINE 2 GREENHOUSE AND TERRARIUM RENOVATION: THE GOOD FRIENDS ELEMENTARY/MIDDLE SCHOOL CAMPUS HOUSES AND EDUCATES GRADES 1-8. INCLUDED IN THE EMS IS THE TERRARIUM AND GREENHOUSE WHICH ARE ATTACHED TO THE SCIENCE CLASSROOMS. THE TERRARIUM AND GREENHOUSE WERE DESIGNED AS SPACES FOR STUDENTS TO GROW PLANTS, FRUITS, AND VEGETABLES AND AS PLACE FOR STUDENTS TO LEARN ABOUT AND TAKE CARE OF SMALL ANIMALS AND FISH. THE SPACES WERE UNDERDEVELOPED AND UNDERUTILIZED WITH ONLY A FEW PLANTS AND ONE LONE CLASSROOM TURTLE. THE GREEEHOUSE WAS UPGRADED TO INCLUDE INSULATION AND FEATURE HYDROPONICS GARDENING (METHOD OF GROWING PLANTS WITHOUT SOIL AND A WAY TO GROW A VARIETY OF PLANTS IN A SMALL SPACE. THIS MODERN AGRICULTURAL METHOD OF GROWING PLANTS COMPLEMENTS THE TRADITIONAL, THRIVING VEGETABLE AND HERB GARDEN ON GIRARD'S CAMPUS. THE TERRARIUM WAS UPGRADED TO SUPPORT MORE ANIMAL LIFE AND ADDED A SMALL POND! VENTILATION, HEATING, AND PLUMBING WAS ALSO IMPROVED IN THE TERRARIUM. FOUNDER'S HALL MARBLE ENTABLATURE AND PEDIMENTS RESTORATION: INCLUDED REPOINTING, REPAIRS AND CLEANING OF THE FULL MARBLE ENTABLATURE LOCATED ON ALL FOUR ELEVATIONS OF FOUNDER'S HALL AND BOTH PEDIMENTS, LOCATED ON THE NORTH AND SOUTH FACES OF THE BUILDING. THIS WORK ENSURES THAT ALL MORTAR JOINTS ARE WATERTIGHT, REPLACING ERODED STONE UNITS AND PATCHING CRACKS WILL PROTECT STRUCTURAL INTEGRITY, AND CLEANING THE MARBLE WILL SHOWCASE THE BUILDING'S TRUE BEAUTY. MENTAL HEALTH INITIATIVE: GIRARD COLLEGE'S ACHIEVEMENT TEAM PROVIDES A BEHAVIORAL-BASED COUNSELING MODEL FOR THE SCHOOL'S 1ST THROUGH 12TH GRADE STUDENTS TO ENABLE THEM TO OVERCOME SIGNIFICANT OBSTACLES IN ORDER TO ACHIEVE ACADEMICALLY. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN PREPARER PROVIDES A COPY OF THE FINAL VERSION OF FORM 990 TO GIRARD ESTATE WHO FORWARDS A COPY TO THE PRESIDENT AND TREASURER OF THE GCF. ALL QUESTIONS ARE ADDRESSED AND RESOLVED PRIOR TO FILING THE RETURN. GIRARD ESTATE ALSO REVIEWS THE FINAL VERSION OF FORM 990 TO ENSURE IT INCLUDES AND REPRESENTS ALL INFORMATION REQUIRED BY THE IRS AND PROPER AMOUNTS ARE INCLUDED. FORM 990, PART VI, SECTION C, LINE 19 THE GIRARD COLLEGE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -99,857.