ARCADIA FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ARCADIA FOUNDATION (EIN 23-6399772)
Tax period
2022-10-01 to 2023-09-30
Filed
2023-11-14
IRS object ID
202333189349104793
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T13:29:23-08:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232324509PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Clairmont Paciello & Co PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 Tanglewood LaneAddressLine1Txt
CityKing of PrussiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236399772EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARCADIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCABusinessNameControlTxt
Phone6102654122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 TANGLEWOOD LANEAddressLine1Txt
CityKING OF PRUSSIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLORI PATRICKPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLORIPersonFirstNm
Person LastPATRICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI A PATRICKPreparerPersonNm
PTINP01310369PTIN
Phone6102654122PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,704,135FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$561,167DividendsRevAndExpnssAmt
Dividends Net Invst Incm$561,167DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,085,173NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,759,468GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,086,625CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$72,620OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$126OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,718,960TotalRevAndExpnssAmt
Total Net Invst Incm$1,647,918TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$21,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$21,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$90,088OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$90,088OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$37,603TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21,054TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,747OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,088OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$150,438TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$133,230TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,561,564ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,561,564ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,712,002TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$133,230TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,561,564TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,958ExcessRevenueOverExpensesAmt
Net Investment Income$1,514,688NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,603,609SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$882,168SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$882,168SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$74,942PrepaidExpensesBOYAmt
Prepaid Expenses EOY$45,512PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$45,512PrepaidExpensesEOYFMVAmt
Other Investments BOY$20,247,953OtherInvestmentsBOYAmt
Other Investments EOY$20,732,838OtherInvestmentsEOYAmt
Other Investments EOYFMV$20,732,838OtherInvestmentsEOYFMVAmt
Other Assets BOY$12,623OtherAssetsBOYAmt
Other Assets EOY$43,617OtherAssetsEOYAmt
Other Assets EOYFMV$43,617OtherAssetsEOYFMVAmt
Total Assets BOY$21,939,127TotalAssetsBOYAmt
Total Assets EOY$21,704,135TotalAssetsEOYAmt
Total Assets EOYFMV$21,704,135TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$21,939,127RetainedEarningBOYAmt
Retained Earning EOY$21,704,135RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,939,127TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,704,135TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,939,127TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,704,135TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,939,127TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,958ExcessRevenueOverExpensesAmt
Subtotal$21,946,085SubtotalAmt
Other Decreases$241,950OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$21,704,135TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TRADED SECURITIESP2023-09-012023-09-30$1,900,000$1,886,260$13,740$13,740
TRADED SECURITIESP2022-09-012023-09-30$4,857,942$3,786,508$1,071,434$1,071,434
ENTERPRISE PRODUCTS K-1 ACTIVITY0P2023-09-012023-09-30$75-$75-$75
MAGELLAN MIDSTREAM PARTNERS K-1 ACTIVITYP2022-09-012023-09-30$1,526$1,526$1,526
FieldValueIRS element (for citing)
Capital Gain Net Income$1,086,625CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,054InvestmentIncomeExciseTaxAmt
Subtotal$21,054SubtotalAmt
Tax Based On Investment Income$21,054TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,580EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$16,580TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$4,474TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LORI PATRICKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6102654122PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1250 TANGLEWOOD LANEAddressLine1Txt
CityKING OF PRUSSIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BETTE E LANDMAN
2363 OAKDALE AVENUEGLENSIDEPA19038President0.00$0
LORI PATRICK
250 TANGLEWOOD LANEKING OF PRUSSIAPA19406Treasurer0.00$0
KEVIN WARD
710 FAITH DRIVEEAST NORRITONPA19403Vice President0.00$0
MARILYN STEINBRIGHT
105 EAST LOGAN STREETNORRISTOWNPA19401PRES. EMERITUS0.00$0
JANET ALWANG
1009 BENT ROADMEDIAPA19063Secretary0.00$0
HARVEY SS MILLER
1500 LOCUST ST APT 2605PHILADELPHIAPA191024339Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11735 MARKET STREET 36TH FLAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Service TypeBROKER/INVESTMNT ADVISORServiceTypeTxt
Compensation$90,088CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$21,527,940AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$960,201AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,488,141TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$22,488,141AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$337,322CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,150,819NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,107,541MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,107,541MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,054TaxBasedOnInvestmentIncomeAmt
Total Tax$21,054TotalTaxAmt
Distributable Before Adj$1,086,487DistributableBeforeAdjAmt
Distributable Before Ded$1,086,487DistributableBeforeDedAmt
Distributable As Adjusted$1,086,487DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,561,564ExpensesAndContributionsAmt
Qualifying Distributions$1,561,564QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,086,487DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$323,626ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$663,933ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$769,591ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$624,301ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$122,353ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,503,804TotalExcessDistributionCyovAmt
Qualifying Distributions$1,561,564QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,086,487AppliedToCurrentYearAmt
Remaining Distri From Corpus$475,077RemainingDistriFromCorpusAmt
Total Corpus$2,978,881TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$323,626ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,655,255ExcessDistriCyovToNextYrAmt
Excess From Year4$663,933ExcessFromYear4Amt
Excess From Year3$769,591ExcessFromYear3Amt
Excess From Year2$624,301ExcessFromYear2Amt
Excess From Year1$122,353ExcessFromYear1Amt
Excess From Current Year$475,077ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE ARCADIA FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 99AddressLine1Txt
CityGLENSIDECityNm
State AbbreviationPAStateAbbreviationCd
ZIP190380099ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2158872201RecipientPhoneNum
Recipient Email AddressBETTE.LANDMAN@ICLOUD.COMRecipientEmailAddressTxt
Form And Info And Materials1 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) ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATION ACCEPTED BETWEEN SEPT 1 AND OCT 15 ANNUALLYSubmissionDeadlinesTxt
Restrictions On AwardsRECIPIENT ORGANIZATIONS ARE LIMITED TO THOSE WITH A ZIP CODE IN THE 18000'S AND 19000'SRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MUNICIPALITY OF NORRISTOWN
235 EAST AIRY STREETNORRISTOWNPA19401NO RESTRICTIONS$23,000
STONY CREEK ANGLERS
PO BOX 566EAGLEVILLEPA19408NO RESTRICTIONS$10,000
GREATER NORRISTOWN ART LEAGUE
800 WEST GERMANTOWN PIKEEAST NORRITONPA19403NO RESTRICTIONS$5,000
ARDEN THEATRE COMPANY
40 NORTH 2ND STREETPHILADLEPHIAPA19106NO RESTRICTIONS$15,000
MARTHA'S CHOICE MARKETPLACE
353 EAST JOHNSON HIGHWAYNORRISTOWNPA19401NO RESTRICTIONS$10,000
NORRISTOWN BOCCE LEAGUE
PO BOX 336NORRISTOWNPA19404NO RESTRICTIONS$10,000
AARK WILDLIFE REHAB EDUCATION CENTE
1531 UPPER STUMP ROADCHALFONTPA18914NO RESTRICTIONS$25,000
ASCENSION UNITED CHURCH OF CHRIST
1700 WEST MAIN STREETJEFFERSONVILLEPA19403NO RESTRICTIONS$60,000
COATESVILLE YOUTH INITIATIVE
545 EAST LINCOLN HIGHWAY 1ST FLCOATESVILLEPA19320NO RESTRICTIONS$10,000
COMMUNITY CUPBOARD
191 TOWN CENTER RDKING OF PRUSSIAPA19406NO RESTRICTIONS$34,000
DREXEL UNIVERSITY
3141 CHESTNUT ST 3201 BUILDINGPHILADELPHIAPA19104NO RESTRICTIONS$162,524
1812 PRODUCTIONS
2329 SOUTH 3RD STPHILADELPHIAPA19148NO RESTRICTIONS$25,000
ELMWOOD PARK ZOO
1661 HARDING BLVDNORRISTOWNPA19401NO RESTRICTIONS$250,000
GERMAN SOCIETY OF PA
611 SPRING GARDEN STPHILADELPHIAPA19122NO RESTRICTIONS$12,500
HABITAT FOR HUMANITY
1829 NORTH 19TH STREETPHILADELPHIAPA19121NO RESTRICTIONS$25,000
INDEPENDENCE SEAPORT MUESUEM
211 SOUTH COLUMBUS BLVDPHILADELPHIAPA19106NO RESTRICTIONS$25,000
JENKINS ARBORETUM GARDENS
631 BERWYN BAPTIST ROADDEVONPA19333NO RESTRICTIONS$50,000
LANKENAU INSTITUTE FOR MEDICAL RESE
100 EAST LANCASTER AVEWYNNEWOODPA19096NO RESTRICTIONS$13,000
LYRIC FEST
312 CARPENTER LANEPHILADELPHIAPA19119NO RESTRICTIONS$10,000
PEOPLE FOR PEOPLE INC
800 NORTH BROAD ST STE 700PHILADELPHIAPA19130NO RESTRICTIONS$2,400
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NO RESTRICTIONS$100,000
RIVERBEND ENVIRONMENTAL EDUCATION C
1950 SPRING MILL ROADGLADWYNEPA19035NO RESTRICTIONS$20,000
SCRANTON PUBLIC LIBRARY
500 VINE STREETSCRANTONPA18509NO RESTRICTIONS$20,000
TEMPLE HEALTH
3500 N BROAD ST STE 1101PHILADELPHIAPA19140NO RESTRICTIONS$25,000
THEATRE HORIZON
401 DEKALB STNORRISTOWNPA19401NO RESTRICTIONS$20,000
WOODMERE ART MUESEUM
9201 GERMANTOWN AVEPHILADELPHIAPA19118NO RESTRICTIONS$599,140
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,561,564TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$561,167ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,620ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,085,173ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,718,960ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,718,960TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THE FOUNDATION HAS A PORTFOLIO OF PUBLICALLY TRADED SECURITIES AND RECEIVES THE INCOME TO ALLOW IT TO MAKE CHARITABLE DONATIONS.
7THE FOUNDATION RECEIVES DISTRIBUTIONS FROM INVESTMENTS IN PARTNERSHIPS TO ALLOW IT TO MAKE CHARITABLE DONATIONS.
8THE FOUNDATION BUYS AND SELLS PUBLICALLY TRADED SECURITIES TO ENHANCE ITS INCOME USED FOR CHARITABLE PURPOSES.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$21,000Amt
Net Investment Income$21,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTEREST INCOMEDesc
BOY Book Value$12,623BOYBookValueAmt
EOY Book Value$43,617EOYBookValueAmt
EOYFMV$43,617EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECREASE IN MARKET VALUE OVER BASIS OF SECURITIES OWNEDDesc
Amt$241,950Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OFFICE EXPENSE$1,088$1,088
PENALTIES$659

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$72,620RevenueAndExpensesPerBooksAmt
Net Investment Income$126NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$90,088Amt
Net Investment Income$90,088NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX FORM 990PF (F/Y 9/30/23)$21,054$21,054
EXCISE TAX FORM 990T(F/Y 9/30/23)$16,549

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