2023-08-15T13:19:39-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 273420282 The Cedarcrest charitable foundation aka Blbb Charitable % Foundation Source CEDA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Clifford Haugen President 8008391754 2023-08-10 true Clifford Haugen 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 42709641 X 0 X 2637 2637 791087 791087 663934 9281371 663934 68583 1526241 1457658 0 394160 172945 221215 56400 2922 2922 397 397 144776 20 85676 598655 172965 310210 2051518 2051518 2650173 172965 2361728 -1123932 1284693 1288465 639416 639416 588669 592293 36038304 35107118 38831142 2443594 2646790 2646790 39770363 38981993 42709641 0 0 X 39770363 38981993 39770363 38981993 39770363 38981993 39770363 -1123932 335562 38981993 38981993 Publicly-traded Securities 9281371 8617437 663934 663934 663934 17857 17857 17857 16041 0 2000 18041 X 0 184 184 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false Laura W Brewer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Diana Loukedis Doherty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Clifford Haugen Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 W Dean Karrash Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, VP 1.0 0 0 0 John T Lawton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 BLB&B Holdings LLC PO Box 1010 Montgomeryville PA 18936 Philanthropic 219037 BLB&B Advisors LLC PO Box 1010 MONTGOMERYVILLE PA 18936 Investment MGMT 172945 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 73280 41944992 890089 2637137 45472218 0 45472218 682083 44790135 2239507 2239507 17857 17857 2221650 2221650 2221650 2361728 0 0 0 0 2361728 2221650 1723508 2020 2019 2018 2361728 1723508 638220 0 0 1583430 0 0 NONE Foundation Source 501 SILVERSIDE ROAD SUITE 123 Wilmington DE 19809 theute@foundationsource.com HTTPS://BLBB.COM/CHARITABLE/#GRANTS HTTPS://BLBB.COM/CHARITABLE/#GRANTS BLBB CHARITABLE SUPPORTS INITIATIVES THAT HELP PEOPLE DISCOVER THEIR TRUE AND FULL POTENTIAL THROUGH EDUCATIONAL AND LEADERSHIP OPPORTUNITIES MAINLY IN THE GREATER PHILADELPHIA REGION. BLBB CHARITABLE ALSO PROMOTES THE CHARITABLE GIVING AND COMMUNITY SERVICE EFFORTS OF THE PARTNERS AND EMPLOYEES OF BLB&B ADVISORS, LLC BY PROVIDING MATCHING FUND AND VOLUNTEER INCENTIVE GRANTS FOR COMMUNITY LEADERSHIP. BLBB CHARITABLE DOES NOT ACCEPT UNSOLICITED FULL PROPOSALS, BUT FOR INFORMATION ABOUT SUBMISSION OF LETTERS OF INTENT AND ADDITIONAL INFORMATION ABOUT GIVING AREAS, PLEASE GO TO: HTTPS://BLBB.COM/CHARITABLE/. ABINGTON MEMORIAL HOSPITAL FOUNDATION 1101 MARKET ST SUITE 2004 PHILADELPHIA PA 19107 N/A PC General support (Employee matching) 500 ACADEMY IN MANAYUNK INC 1200 RIVER RD CONSHOHOCKEN PA 19428 N/A PC AIM Institute for Learning & Research - Learning Management System 50000 ACHIEVEABILITY 5901 MARKET ST STE 410 PHILADELPHIA PA 19139 N/A PC Family Self-Sufficiency Program 25000 ACHIEVEABILITY 5901 MARKET ST STE 410 PHILADELPHIA PA 19139 N/A PC General support (Employee matching) 1000 ACHIEVEABILITY 5901 MARKET ST STE 410 PHILADELPHIA PA 19139 N/A PC Achieve the Dream Scholarship Fund 6250 ACT II PLAYHOUSE LTD 56 E BUTLER AVE AMBLER PA 19002 N/A PC General & Unrestricted 1000 ALS HOPE FOUNDATION 219 N BROAD ST 7TH FL PHILADELPHIA PA 19107 N/A PC Dr. Robert Sinnott Research Lab 2500 ARCHBISHOP RYAN HIGH SCHOOL 11201 ACADEMY RD PHILADELPHIA PA 19154 N/A PC The Boccella Family Scholarship Fund 3000 BOWDOIN COLLEGE 4100 COLLEGE STA BRUNSWICK ME 04011 N/A PC Walter Cranston Brewer Fund 3000 BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC 1635 RIVER RD NEW HOPE PA 18938 N/A PC Interpreting the Preserve High Impact Trail Sign Project 10000 BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC 1635 RIVER RD NEW HOPE PA 18938 N/A PC Charitable Event 2500 BUCKNELL UNIVERSITY 301 MARKET ST STE 2 LEWISBURG PA 17837 N/A PC Bucknell Accounting and Financial Management (ACFM) 8000 BUCKS COUNTY CHORAL SOCIETY INC PO BOX 702 DOYLESTOWN PA 18901 N/A PC Charitable Event 6500 BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM 84 S PINE ST DOYLESTOWN PA 18901 N/A PC Charitable Event 5000 BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM 84 S PINE ST DOYLESTOWN PA 18901 N/A PC BLBB Educational Internship Program at Mercer Museum & Fonthill Castle 20000 BUCKS COUNTY OPPORTUNITY COUNCIL INC 100 DOYLE ST DOYLESTOWN PA 18901 N/A PC General support (Employee matching) 1000 BUCKS COUNTY OPPORTUNITY COUNCIL INC 100 DOYLE ST DOYLESTOWN PA 18901 N/A PC Economic Self-Sufficiency Program 25000 BUCKS COUNTY OPPORTUNITY COUNCIL INC 100 DOYLE ST DOYLESTOWN PA 18901 N/A PC General & Unrestricted 7000 BUCKS-MONT COLLABORATIVE PO BOX 66 HARLEYSVILLE PA 19438 N/A PC Charitable Event 500 BUCKS-MONT COLLABORATIVE PO BOX 66 HARLEYSVILLE PA 19438 N/A PC General & Unrestricted 15000 BUILDING A BRIDGE TO UGANDA 2617 HUNTINGDON PIKE HUNTINGDON VY PA 19006 N/A PC General support (Employee matching) 1000 CAMP TECUMSEH 975 MOULTONBORO NECK RD MOULTONBORO NH 03254 N/A PC General support (Employee matching) 2000 CAMP TECUMSEH 975 MOULTONBORO NECK RD MOULTONBORO NH 03254 N/A PC Board Service Leadership (General Purpose) 5000 CAMP TECUMSEH 975 MOULTONBORO NECK RD MOULTONBORO NH 03254 N/A PC Blue Gray Scholarship Fund 5000 CARROLL COUNTY YMCA-CAMP HUCKINS 17 CAMP HUCKINS RD FREEDOM NH 03836 N/A PC Annual Camper Scholarship Fund and Annual Fund 2000 CENTER SCHOOL 2450 HAMILTON AVE ABINGTON PA 19001 N/A PC General & Unrestricted 3000 CHILDREN SCHOLARSHIP FUND PHILADELPHIA 100 SOUTH BROAD ST SUITE 1200 PHILADELPHIA PA 19110 N/A PC General & Unrestricted 5000 CHILDREN SCHOLARSHIP FUND PHILADELPHIA 100 SOUTH BROAD ST SUITE 1200 PHILADELPHIA PA 19110 N/A PC Charitable Event 10000 CHINCOTEAGUE ISLAND ARTS ORGANIZATION INC PO BOX 1217 CHINCOTEAGUE VA 23336 N/A PC General & Unrestricted 1000 CHINCOTEAGUE ISLAND LIBRARY INC 4077 MAIN ST CHINCOTEAGUE VA 23336 N/A PC General & Unrestricted 2000 COLUMBIA UNIVERSITY 622 WEST 113TH ST MC4523 NEW YORK NY 10025 N/A PC general purpose (Employee matching) 200 COMMUNITY PARTNERSHIP SCHOOL 3033 W GLENWOOD AVE PHILADELPHIA PA 19121 N/A PC Charitable Event 5000 COMMUNITY PARTNERSHIP SCHOOL 3033 W GLENWOOD AVE PHILADELPHIA PA 19121 N/A PC Board Service Leadership (General Purpose Grant) 5000 COMMUNITY PARTNERSHIP SCHOOL 3033 W GLENWOOD AVE PHILADELPHIA PA 19121 N/A PC General & Unrestricted 6000 COMMUNITY PARTNERSHIP SCHOOL 3033 W GLENWOOD AVE PHILADELPHIA PA 19121 N/A PC General & Unrestricted 25000 COMMUNITY VOLUNTEERS IN MEDICINE INC 300 LAWRENCE DR STE B WEST CHESTER PA 19380 N/A PC general purpose (Employee matching) 2000 CONSUMER CREDIT COUNSELING SERVICE OF DELAWARE VAL 1635 MARKET ST 5TH FL PHILADELPHIA PA 19103 N/A PC Montgomery County Financial Empowerment Center Expansion 50000 CRISTO REY PHILADELPHIA HIGH SCHOOL 1717 W ALLEGHENY AVE PHILADELPHIA PA 19132 N/A PC General support (Employee matching) 1000 CRISTO REY PHILADELPHIA HIGH SCHOOL 1717 W ALLEGHENY AVE PHILADELPHIA PA 19132 N/A PC Horizons at Cristo Rey 20000 DELTA COMMUNITY SUPPORTS INC 1777 SENTRY PKWY WEST BLUE BELL PA 19422 N/A PC Board Service Leadership (General Purpose Grant) 5000 ED SNIDER YOUTH HOCKEY FOUNDATION 100 W OXFORD ST PHILADELPHIA PA 19122 N/A PC Board Service Leadership (General Purpose Grant) 1000 EVERY GOOD GIFT PO BOX 541 ABINGTON PA 19001 N/A PC Board Service Leadership (General Purpose Grant) 5000 FAMILIES BEHIND THE BADGE CHILDRENS FOUNDATION 555 E N LANE CONSHOHOCKEN PA 19428 N/A PC Charitable Event 7500 FIRST UNITED CHURCH OF CHRIST 151 S 4TH ST QUAKERTOWN PA 18951 N/A PC General & Unrestricted 2000 FRIENDS OF BRIAR BUSH 1212 EDGE HILL RD ABINGTON PA 19001 N/A PC Charitable Event 2000 FRIENDS OF BRIAR BUSH 1212 EDGE HILL RD ABINGTON PA 19001 N/A PC The Nature Play Project at Briar Bush Nature Center and Lead Sponsorship of Annual Gala 16000 FRIENDS OF BRIAR BUSH 1212 EDGE HILL RD ABINGTON PA 19001 N/A PC General & Unrestricted 5000 FRIENDS OF THE CYNWYD TRAIL INC PO BOX 695 BALA CYNWYD PA 19004 N/A PC Board Service Leadership (General Purpose) 5000 FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY 520 VIRGINIA DR FT WASHINGTON PA 19034 N/A PC General support (Employee matching) 200 FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY 520 VIRGINIA DR FT WASHINGTON PA 19034 N/A PC General support (Employee matching) 200 GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI PO BOX 502 AMBLER PA 19002 N/A PC General & Unrestricted 2000 GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI PO BOX 502 AMBLER PA 19002 N/A PC General & Unrestricted 20000 GLOBALGIVING FOUNDATION INC 1 THOMAS CIR NW SUITE 800 WASHINGTON DC 20005 N/A PC Ukraine Fund (Employee matching) 400 GWYNEDD-MERCY ACADEMY PO BOX 902 1345 SUMNEYTOWN PIKE GWYNEDD VALLEY PA 19437 N/A PC L.E.A.D. Program 25000 HAVERFORD SCHOOL 450 LANCASTER AVE HAVERFORD PA 19041 N/A PC General support (Employee matching) 1500 HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA 600 CHESTNUT ST STE 500B PHILADELPHIA PA 19106 N/A PC general purpose (Employee matching) 1000 HOLY GHOST PREPARATORY SCHOOL 2429 BRISTOL PIKE BENSALEM PA 19020 N/A PC general purpose (Employee matching) 1200 HOLY TRINITY EVANGELICAL LUTHERAN CHURCH 2086 PARKVIEW AVE ABINGTON PA 19001 N/A PC Volunteer Service Leadership (General Purpose Grant) 1000 J WOOD PLATT CADDIE SCHOLARSHIP TRUST 1974 SPROUL RD STE 400 BROOMALL PA 19008 N/A PC Inaugural Scholar Leadership Conference in 2022 15000 J WOOD PLATT CADDIE SCHOLARSHIP TRUST 1974 SPROUL RD STE 400 BROOMALL PA 19008 N/A PC Empower Mentoring Program and Leadership Conference 5000 JEVS HUMAN SERVICES 1845 WALNUT ST FL 7 PHILADELPHIA PA 19103 N/A PC Charitable Event 2500 JUNIATA COLLEGE 1700 MOORE ST HUNTINGDON PA 16652 N/A PC General & Unrestricted 2000 JUNIOR LEAGUE OF PHILADELPHIA INC 27 W LANCASTER AVE ARDMORE PA 19003 N/A PC Volunteer Service Leadership (General Purpose) 1000 KING BAUDOUIN FOUNDATION UNITED STATES INC 551 FIFTH AVE SUITE 2400 NEW YORK NY 10176 N/A PC general purpose (Employee matching) 206 LA SALLE COLLEGE HIGH SCHOOL 8605 CHELTENHAM AVE WYNDMOOR PA 19038 N/A PC Volunteer Service Leadership (General Purpose Grant) 1000 LA SALLE COLLEGE HIGH SCHOOL 8605 CHELTENHAM AVE WYNDMOOR PA 19038 N/A PC general purpose (Employee matching) 200 LA SALLE COLLEGE HIGH SCHOOL 8605 CHELTENHAM AVE WYNDMOOR PA 19038 N/A PC annual Dinner Dance fund, 180 Degree Program Fund and general operating fund 5000 LIBERTY LUTHERAN SERVICES 7002 BUTLER PIKE AMBLER PA 19002 N/A PC Volunteer Service Leadership (General Purpose) 1000 LIBERTY LUTHERAN SERVICES 7002 BUTLER PIKE AMBLER PA 19002 N/A PC General & Unrestricted 3000 LIFE ROLLS ON FOUNDATION PO BOX 45770 LOS ANGELES CA 90045 N/A PC general purpose (Employee matching) 500 LOWER MERION TOWNSHIP SCHOLARSHIP FUND PO BOX 346 ARDMORE PA 19003 N/A PC General support (Employee matching) 1000 MAIN LINE RESCUE INC PO BOX 89 CHESTER SPRGS PA 19425 N/A PC General support (Employee matching) 200 MARINE CORPS SCHOLARSHIP FOUNDATION INC 909 N WASHINGTON ST STE 400 ALEXANDRIA VA 22314 N/A PC General and Unrestrictedfor the Philadelphia Campaign 2500 MARY MOTHER OF THE REDEEMER CATHOLIC CHURCH 1325 UPPER STATE RD NORTH WALES PA 19454 N/A PC General support (Employee matching) 480 MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL 1325 UPPER STATE RD NORTH WALES PA 19454 N/A PC Innovation Lab project 10000 MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL 1325 UPPER STATE RD NORTH WALES PA 19454 N/A PC Innovation Lab 15000 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC General support (Employee matching) 10000 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC Professional Development fund 25000 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC General & Unrestricted 4000 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC Charitable Event 2500 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC Board Service Leadership (General Purpose) 5000 MEADOWOOD CORPORATION 3205 SKIPPACK PIKE WORCESTER PA 19490 N/A PC General support (Employee matching) 200 MERCY VOCATIONAL HIGH SCHOOL SISTERS OF MERCY - ME 2900 W HUNTING PARK AVE PHILADELPHIA PA 19129 N/A PC General & Unrestricted 2000 MID ATLANTIC CHRISTIAN MINISTRIES 195 MINE RUN RD SCHWENKSVILLE PA 19473 N/A PC Board Service Leadership (General Purpose) 5000 MID ATLANTIC CHRISTIAN MINISTRIES 195 MINE RUN RD SCHWENKSVILLE PA 19473 N/A PC General support (Employee matching) 1000 MID ATLANTIC CHRISTIAN MINISTRIES 195 MINE RUN RD SCHWENKSVILLE PA 19473 N/A PC General support (Employee matching) 4000 MINERVA INSTITUTE FOR RESEARCH AND SCHOLARSHIP 14 MINT PLZ FL 3 SAN FRANCISCO CA 94103 N/A PC Scholarship fund for undergraduate students as part of the need-based financial aid program of the university (see general explanation) 297972 MINERVA INSTITUTE FOR RESEARCH AND SCHOLARSHIP 14 MINT PLZ FL 3 SAN FRANCISCO CA 94103 N/A PC Scholarship fund for undergraduate students as part of the need-based financial aid program of the university 77028 MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION 340 DEKALB PIKE BLUE BELL PA 19422 N/A PC Board Service Leadership (general purpose) 5000 MOUNT SAINT JOSEPH ACADEMY 120 W WISSAHICKON AVE FLOURTOWN PA 19031 N/A PC Mount Crew Program; Mount Crew Program - Franklin Award; and Mount Fund 7500 NATIONAL NETWORK OF ABORTION FUNDS 9450 SW GEMINI DR PMB 16009 BEAVERTON OR 97008 N/A PC General support (Employee matching) 600 NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN 1000 VALLEY FORGE RD PHOENIXVILLE PA 19460 N/A PC General support (Employee matching) 1000 NATIONALITIES SERVICE CENTER OF PHILADELPHIA 1216 ARCH ST FL 4 PHILADELPHIA PA 19107 N/A PC General Support (Employee Matching) 226 NEW LIFE PRESBYTERIAN CHURCH OF GLENSIDE 467 N EASTON RD GLENSIDE PA 19038 N/A PC General support (Employee matching) 5000 NIAGARA UNIVERSITY PO BOX 2008 NIAGARA UNIVERSITY NY 14109 N/A PC general purpose (Employee matching) 200 NORTH DAKOTA MUSEUM OF ART 261 CENTENNIAL DR STOP 7305 GRAND FORKS ND 58202 N/A PC Board Service Leadership (General purpose) 5000 OPEN HEARTH INC 701 MAIN ST PHOENIXVILLE PA 19460 N/A PC Board Service Leadership (General Purpose) 3000 PEGASUS THERAPEUTIC RIDING ACADEMY INC 8297 BUSTLETON AVE PHILADELPHIA PA 19152 N/A PC General support (Employee matching) 200 PENNSYLVANIA CPA FOUNDATION 1801 MARKET ST STE 2400 PHILADELPHIA PA 19103 N/A SO I General & Unrestricted 5000 PENNYPACK ECOLOGICAL RESTORATION TR 2955 EDGE HILL RD HUNTINGDON VY PA 19006 N/A PC Ecological Internship Program 20000 PENNYPACK ECOLOGICAL RESTORATION TR 2955 EDGE HILL RD HUNTINGDON VY PA 19006 N/A PC Community Educational Center 50000 PHILADELPHIA ANIMAL WELFARE SOCIETY 100 N 2ND ST PHILADELPHIA PA 19106 N/A PC General support (Employee matching) 2000 PHILADELPHIA LEADERSHIP FOUNDATION 2821 ISLAND RD STE 102C PHILADELPHIA PA 19153 N/A PC Life Turning Point of Philadelphia (Employee matching) 6000 PHILADELPHIA OUTWARD BOUND CENTER 3401 RESERVOIR DR PHILADELPHIA PA 19121 N/A PC General & Unrestricted 20000 PHILADELPHIA OUTWARD BOUND CENTER 3401 RESERVOIR DR PHILADELPHIA PA 19121 N/A PC Charitable Event 10000 PHILANTHROPITCH 1023 SPRINGDALE RD 1J AUSTIN TX 78721 N/A PC Philanthropitch Philadelphia 5000 PHILANTHROPY NETWORK GREATER PHILADELPHIA 230 SOUTH BROAD ST SUITE 402 PHILADELPHIA PA 19102 N/A PC General & Unrestricted 10000 PHOEBE DEVITT HOMES 1925 W TURNER ST ALLENTOWN PA 18104 N/A PC Board Service Leadership (general purpose) 5000 PHOEBE DEVITT HOMES 1925 W TURNER ST ALLENTOWN PA 18104 N/A PC Charitable Event 2500 PHOEBE DEVITT HOMES 1925 W TURNER ST ALLENTOWN PA 18104 N/A PC General support (Employee matching) 4000 PHOENIXVILLE AREA COMMUNITY SERVICES INC 101 BUCHANAN ST PHOENIXVILLE PA 19460 N/A PC Board Service Leadership (general purpose) 2000 REGINA COELI ACADEMY 1525 MARIAN RD ABINGTON PA 19001 N/A PC Expansion of Montessori Classroom 15000 REGINA COELI ACADEMY 1525 MARIAN RD ABINGTON PA 19001 N/A PC general purpose (Employee matching) 8500 REGINA COELI ACADEMY 1525 MARIAN RD ABINGTON PA 19001 N/A PC Board Service Leadership (general purpose) 5000 RIVERWOOD THERAPEUTIC RIDING CENTER INC 6825 ROLLING VIEW DR TOBACCOVILLE NC 27050 N/A PC General support (Employee matching) 2000 SANDY PAWS RESCUE INC PO BOX 417 OAK BLUFFS MA 02557 N/A PC General support (Employee matching) 200 SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA PO BOX 63966 PHILADELPHIA PA 19147 N/A PC Beautification and Increased Access to the Kardon Northeast Branch 20000 SHARING FOUNDATION PO BOX 600 CONCORD MA 01742 N/A PC General & Unrestricted 2000 SILVER SPRINGS MARTIN LUTHER SCHOOL 512 W TOWNSHIP LINE RD PLYMOUTH MEETING PA 19462 N/A PC Precision Analytics and Machine Learning to Improve Mental Health Services for Children and Teens 75000 SILVER SPRINGS MARTIN LUTHER SCHOOL 512 W TOWNSHIP LINE RD PLYMOUTH MEETING PA 19462 N/A PC Board Service Leadership (General purpose) 5000 SILVER SPRINGS MARTIN LUTHER SCHOOL 512 W TOWNSHIP LINE RD PLYMOUTH MEETING PA 19462 N/A PC Martin Luther School TAP Program 25000 SOLEBURY SCHOOL 6832 PHILLIPS MILL RD NEW HOPE PA 18938 N/A PC Charitable Event 3000 SPRINGSIDE CHESTNUT HILL ACADEMY 500 W WILLOW GROVE AVE PHILADELPHIA PA 19118 N/A PC Horizons at SCH Academy 10000 SQUASH SMARTS INC 3890 N 10TH ST PHILADELPHIA PA 19140 N/A PC General & Unrestricted 1000 ST JOSEPHS PREPARATORY SCHOOL 1733 W GIRARD AVE PHILADELPHIA PA 19130 N/A PC The David A. Sauter Scholarship Fund (Employee matching) 200 ST MARTHAS ROMAN CATHOLIC CHURCH 11301 ACADEMY RD PHILADELPHIA PA 19154 N/A PC After-school program and STREAM Lab 2000 ST THOMAS CHURCH WHITEMARSH 7020 CAMP HILL RD FORT WASHINGTON PA 19034 N/A PC General & Unrestricted 1000 STARFINDER FOUNDATION 4015 MAIN ST PHILADELPHIA PA 19127 N/A PC General & Unrestricted 5000 THE CENTER FOR AQUATIC SCIENCES INC 1 RIVERSIDE DR CAMDEN NJ 08103 N/A PC General support (Employee matching) 400 THE CENTER FOR LOSS AND BEREAVMENT PO BOX 1299 SKIPPACK PA 19474 N/A PC General support (Employee matching) 1000 THE COMMITTEE OF SEVENTY 123 S BROAD ST PHILADELPHIA PA 19109 N/A PC general purpose (Employee matching) 2500 THE COMMITTEE OF SEVENTY 123 S BROAD ST PHILADELPHIA PA 19109 N/A PC General support (Employee matching) 1500 THE COMMITTEE OF SEVENTY 123 S BROAD ST PHILADELPHIA PA 19109 N/A PC Board Service Leadership (Fall 2022 Event) 5000 THE ELLIS FOUNDATION PO BOX 54 FORT SCOTT KS 66701 N/A PC Temple University Scholarships Fund - Fall 2022 16000 THE ELLIS FOUNDATION PO BOX 54 FORT SCOTT KS 66701 N/A PC Temple University Scholarships Fund- Spring 2023 16000 THE ELLIS FOUNDATION PO BOX 54 FORT SCOTT KS 66701 N/A PC Temple University Scholarships Fund- Spring 2022 16000 THE ELLIS FOUNDATION PO BOX 54 FORT SCOTT KS 66701 N/A PC General & Unrestricted (see general explanation) 145605 THE ELLIS FOUNDATION PO BOX 54 FORT SCOTT KS 66701 N/A PC General & Unrestricted 14395 THE FIRST TEE OF GREATER PHILADELPHIA INC 800 WALNUT LN PHILADELPHIA PA 19128 N/A PC General support (Employee matching) 5000 THE FOUNDATION FOR DELAWARE COUNTY 200 E STATE ST STE 304 MEDIA PA 19063 N/A PC Young Entrepreneurs Academy (YEA!) Investor Panel 2000 THE GIRLS FRIENDLY SOCIETY IN THE DIOCESE OF PENNS 644 HUGHES ST CAPE MAY NJ 08204 N/A PC General support (Employee matching) 2000 THE NAVIGATORS PO BOX 6079 ALBERT LEA MN 56007 N/A PC general purpose (Employee matching) 440 THE NAVIGATORS PO BOX 6079 ALBERT LEA MN 56007 N/A PC general purpose (Employee matching) 440 THE NAVIGATORS PO BOX 6079 ALBERT LEA MN 56007 N/A PC General support (Employee matching) 200 THE PUBLIC SCHOOL OF GERMANTOWN PO BOX 287 FT WASHINGTON PA 19034 N/A PC GAXP- Experiential Learning Program 50000 THE PUBLIC SCHOOL OF GERMANTOWN PO BOX 287 FT WASHINGTON PA 19034 N/A PC Board Service Leadership (general purpose) 5000 THE PUBLIC SCHOOL OF GERMANTOWN PO BOX 287 FT WASHINGTON PA 19034 N/A PC General & Unrestricted 20000 THE UNION LEAGUE LEGACY FOUNDATION 140 S BROAD ST PHILADELPHIA PA 19102 N/A PC General support (Employee matching) 1200 TRAVIS MANION FOUNDATION 164 E STATE ST DOYLESTOWN PA 18901 N/A PC Charitable Event 5000 TRAVIS MANION FOUNDATION 164 E STATE ST DOYLESTOWN PA 18901 N/A PC Spartan Leadership Summit (NE Regional and National) 25000 TRICOUNTY COMMUNITY NETWORK INC 724 N ADAMS ST SUITE 203 POTTSTOWN PA 19464 N/A PC C2 Launching Leaders Program 10000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST 433 FRANKLIN BLDG PHILADELPHIA PA 19104 N/A PC Volunteer Service Leadership (Jerome Fisher Program in Management & Technology) 1000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe PO BOX 71332 PHILADELPHIA PA 19176 N/A PC Support of Penn Football Program 2500 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe PO BOX 71332 PHILADELPHIA PA 19176 N/A PC Penn Women's Soccer 4000 TURNING POINTS FOR CHILDREN 415 S 15TH ST PHILADELPHIA PA 19146 N/A PC Charitable Event 3000 UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NE 1800 JOHN F KENNEDY BLVD PHILADEPLHIA PA 19103 N/A PC Social Venture Partners (SVP)- Philadelphia 2500 UNIVERSITY OF SAINT KATHERINE 277 RANCHEROS DR STE 200 SAN MARCOS CA 92069 N/A PC Women's Volleyball Team (Employee matching) 200 UPPER DUBLIN CITIZEN EMERGENCY FUND 801 LOCH ALSH AVE FT WASHINGTON PA 19034 N/A PC general purpose (Employee matching) 1000 UPPER DUBLIN CITIZEN EMERGENCY FUND 801 LOCH ALSH AVE FT WASHINGTON PA 19034 N/A PC Volunteer Service Leadership (general purpose) 1000 VANDERBILT UNIVERSITY PO BOX 290369 525 ROYAL PKWY NASHVILLE TN 37229 N/A PC Vanderbilt Law School 10000 VETRI FOUNDATION FOR CHILDREN 915 SPRING GARDEN ST STE 103 PHILADELPHIA PA 19123 N/A PC General & Unrestricted 1000 VISITATION BLESSED VIRGIN MARY PARISH 196 N TROOPER RD NORRISTOWN PA 19403 N/A PC General support (Employee matching) 4000 VITA EDUCATION SERVICES INC 8 EAST COURT ST DOYLESTOWN PA 18901 N/A PC General & Unrestricted 5000 VOICE OF THE MARTYRS INC 1815 SE BISON RD BARTLESVILLE OK 74006 N/A PC general purpose (Employee matching) 200 WATER STREET MINISTRIES 210 S PRINCE ST LANCASTER PA 17603 N/A PC General & Unrestricted 1000 WESTMINSTER THEOLOGICAL SEMINARY 2960 CHURCH RD GLENSIDE PA 19038 N/A PC General support (Employee matching) 200 WHITEMARSH FOUNDATION PO BOX 538 LAFAYETTE HL PA 19444 N/A PC Educational Pavilion 25000 WHITEMARSH FOUNDATION PO BOX 538 LAFAYETTE HL PA 19444 N/A PC Charitable Event 2500 WHY NOT PROSPER INC 717 E CHELTEN AVE PHILADELPHIA PA 19144 N/A PC General & Unrestricted 10000 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN RD MEDIA PA 19063 N/A PC Alumni Relations and Student Education on Finance and Philanthropy 147376 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN RD MEDIA PA 19063 N/A PC General support (Employee matching) 4000 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN RD MEDIA PA 19063 N/A PC General & Unrestricted 5000 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN RD MEDIA PA 19063 N/A PC Board Service Leadership (General purpose) 5000 Wissahickon High School 521 HOUSTON RD Ambler PA 19002 N/A GOV Jeff Madden Scholarship Award Scholarship Fund 1000 WISSAHICKON VALLEY WATERSHED ASSOCIATION INC 12 MORRIS RD AMBLER PA 19002 N/A PC General & Unrestricted 5000 WISSAHICKON VALLEY WATERSHED ASSOCIATION INC 12 MORRIS RD AMBLER PA 19002 N/A PC Education & Engagement Programs 25000 WISSAHICKON VALLEY WATERSHED ASSOCIATION INC 12 MORRIS RD AMBLER PA 19002 PC Four Mills Barn Renovation Fund 50000 WOMENS RESOURCE CENTER PO BOX 596 WAYNE PA 19087 PC Financial Stability Program 25000 WOMENS RESOURCE CENTER PO BOX 596 WAYNE PA 19087 PC Board Service Leadership (General Support) 5000 WOMENS WAY 123 S BROAD ST STE 1399 PHILADELPHIA PA 19109 PC Financial Coaching Program 50000 WYNCOTE CHURCH HOME 208 FERNBROOK AVE WYNCOTE PA 19095 PC Volunteer Service Leadership (General purpose) 1000 WYNDCROFT SCHOOL 1395 WILSON ST POTTSTOWN PA 19464 PC General & Unrestricted 11000 YOUNG LIFE 206 N BETHLEHEM PIKE FORT WASHINGTON PA 19034 PC Board Service Leadership (Liberty Region) 1000 YOUNG LIFE 820 MAIN ST STE 200 LOUISVILLE CO 80027 PC General support (Employee matching) 1000 YOUNG LIFE 223 WOODLYN AVE GLENSIDE PA 19038 PC General support (Employee matching) 1000 YOUNG LIFE - LIBERTY REGION 19 S CHURCH ST WEST CHESTER PA 19282 PC General support (Employee matching) 3000 2051518 14 2637 14 791087 18 663934 INCOME FROM LIFE INSURANCE 01 68583 1526241 1526241 false false false false false false false false false false Laura W Brewer *LAURA W BREWER, VICE PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $172,945 FOR INVESTMENT MANAGEMENT services AND $219,037 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. Clifford Haugen **CLIFFORD HAUGEN, PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $172,945 FOR INVESTMENT MANAGEMENT Services AND $219,037 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. W Dean Karrash *W Dean Karrash, Vice President/DIRECTOR/Secretary OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $172,945 FOR INVESTMENT MANAGEMENT services AND $219,037 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. John T Lawton *JOHN T LAWTON, VICE PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS the CEO and A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $172,945 FOR INVESTMENT MANAGEMENT services AND $219,037 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. PART I LINE 25 AND PART XIV LINE 3A PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $443,577 TOTAL BOOK VALUE OF PROPERTY: $108,015 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $443,577 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $335,562 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: NVIDIA CORP UNITS: 1326 DATE OF DISTRIBUTION: 1/25/2022 GRANT RECIPIENT: MINERVA INSTITUTE FOR RESEARCH AND SCHOLARSHIP FMV OF PROPERTY: $297,972 BOOK VALUE OF PROPERTY: $53,608 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $297,972 DESCRIPTION OF PROPERTY: APPLE INC UNITS: 1000 DATE OF DISTRIBUTION: 5/13/2022 GRANT RECIPIENT: THE ELLIS FOUNDATION FMV OF PROPERTY: $145,605 BOOK VALUE OF PROPERTY: $54,407 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $145,605 ABBVIE INC 289815 297362 ALPHABET INC CL A 242758 296982 AMAZON COM 450379 298872 AMERICAN TOWER REIT INC 222109 213131 APPLE INC 340371 554281 BARCLAYS BK PLC IPATH ETN 2669213 2895925 BLACKROCK INC 110419 170780 CHARLES SCHWAB CORP 261595 268763 CHEVRON CORP 261574 493598 CISCO SYSTEMS INC 273055 281076 COSTCO WHOLESALE CORPORATION 209647 270705 CVS CAREMARK CORP 202924 252452 D R HORTON 91696 223652 DANAHER CORP 106454 272852 DEERE CO 153627 226814 ECOLAB INC 180998 127074 FORD MOTOR COMPANY 151280 143654 ISHARE SP SMALL CAP 600 INDEX 8486174 9786627 ISHARES CORE MSCI EMERGING MAR 4306 4670 JOHNSON & JOHNSON 205092 245367 JP MORGAN CHASE 314535 389561 LOCKHEED MARTIN CORP 113998 128920 MCDONALD'S CORP 111560 139144 MICROSOFT CORP 468511 673175 NEXTERA ENERGY, INC 153338 266935 NVIDIA CORP 457089 313178 PNC FINANCIAL GROUP INC 174979 203111 PROCTER GAMBLE CO 264997 352225 QUALCOMM INC 344465 267704 S&P GLOBAL INC COM 134650 174839 SCHWAB US MID CAP 8238698 9885786 SHERWIN-WILLIAMS CO 116058 119852 STRYKER CORPORATION 224382 294610 TAKE-TWO INTERACTIVE SOFTWARE 143501 113502 TARGET CORPORATION 55893 120275 TRANE TECHNOLOGIES PLC 102819 119680 VANGUARD FTSE EMERGING MARKETS 8123458 7161327 VISA INC 190532 249728 WALT DISNEY HOLDINGS CO 167767 135098 WASTE MANAGEMENT INC 102095 139780 ZOETIS INC 190307 258075 588669 592293 LIFE INSURANCE - AG #A10127585 145814 145814 LIFE INSURANCE - LINCOLN #6590 325009 325009 LIFE INSURANCE - NY LIFE #4541 1914967 1914967 MINERVA PROJECT, INC 261000 261000 Administrative Fees 73280 73280 Bank Charges 20 20 Digital Subscriptions 794 794 Equipment/Furniture Purchase 751 751 Foundation Dues & Memberships 7520 7520 Indemnification Insurance 1413 1413 LIFE INSURANCE PREMIUM 59080 Office & Supplies 1464 1464 State or Local Filing Fees 25 25 TRAINING & PROFESSIONAL DEV 429 429 Income from Life insurance 68583 GRANTS OF PUBLICLY TRADED SECURITIES 335562 Investment Management Services 172945 172945 Philanthropic Consulting Srvcs 221215 221215 990-PF Estimated Tax for 2022 14900 990-PF Extension for 2021 41500