2023-11-14T13:29:23-08:00 2023-09-30 232324509 Clairmont Paciello & Co PC 250 Tanglewood Lane King of Prussia PA 19406 990PF 2022-10-01 236399772 THE ARCADIA FOUNDATION ARCA 6102654122 250 TANGLEWOOD LANE KING OF PRUSSIA PA 19406 LORI PATRICK Treasurer 2023-11-14 true LORI PATRICK 999009999 true LORI A PATRICK P01310369 6102654122 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 21704135 X X 561167 561167 1085173 6759468 1086625 72620 126 1718960 1647918 21000 21000 90088 90088 37603 21054 1747 1088 150438 133230 0 1561564 1561564 1712002 133230 1561564 6958 1514688 1603609 882168 882168 74942 45512 45512 20247953 20732838 20732838 12623 43617 43617 21939127 21704135 21704135 0 X 21939127 21704135 21939127 21704135 21939127 21704135 21939127 6958 21946085 241950 21704135 TRADED SECURITIES P 2023-09-01 2023-09-30 1900000 1886260 13740 13740 TRADED SECURITIES P 2022-09-01 2023-09-30 4857942 3786508 1071434 1071434 ENTERPRISE PRODUCTS K-1 ACTIVITY0 P 2023-09-01 2023-09-30 75 -75 -75 MAGELLAN MIDSTREAM PARTNERS K-1 ACTIVITY P 2022-09-01 2023-09-30 1526 1526 1526 1086625 21054 21054 21054 16580 16580 X 4474 0 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 JANET ALWANG 1009 BENT ROAD MEDIA PA 19063 Secretary 0.00 0 HARVEY SS MILLER 1500 LOCUST ST APT 2605 PHILADELPHIA PA 191024339 Director 0.00 0 NONE UBS FINANCIAL SERVICES INC 1735 MARKET STREET 36TH FL PHILADELPHIA PA 19103 BROKER/INVESTMNT ADVISOR 90088 21527940 960201 0 22488141 0 22488141 337322 22150819 1107541 1107541 21054 21054 1086487 1086487 1086487 1561564 1561564 1086487 323626 663933 769591 624301 122353 2503804 1561564 0 1086487 475077 2978881 0 323626 2655255 663933 769591 624301 122353 475077 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 23000 STONY CREEK ANGLERS PO BOX 566 EAGLEVILLE PA 19408 NO RESTRICTIONS 10000 GREATER NORRISTOWN ART LEAGUE 800 WEST GERMANTOWN PIKE EAST NORRITON PA 19403 NO RESTRICTIONS 5000 ARDEN THEATRE COMPANY 40 NORTH 2ND STREET PHILADLEPHIA PA 19106 NO RESTRICTIONS 15000 MARTHA'S CHOICE MARKETPLACE 353 EAST JOHNSON HIGHWAY NORRISTOWN PA 19401 NO RESTRICTIONS 10000 NORRISTOWN BOCCE LEAGUE PO BOX 336 NORRISTOWN PA 19404 NO RESTRICTIONS 10000 AARK WILDLIFE REHAB EDUCATION CENTE 1531 UPPER STUMP ROAD CHALFONT PA 18914 NO RESTRICTIONS 25000 ASCENSION UNITED CHURCH OF CHRIST 1700 WEST MAIN STREET JEFFERSONVILLE PA 19403 NO RESTRICTIONS 60000 COATESVILLE YOUTH INITIATIVE 545 EAST LINCOLN HIGHWAY 1ST FL COATESVILLE PA 19320 NO RESTRICTIONS 10000 COMMUNITY CUPBOARD 191 TOWN CENTER RD KING OF PRUSSIA PA 19406 NO RESTRICTIONS 34000 DREXEL UNIVERSITY 3141 CHESTNUT ST 3201 BUILDING PHILADELPHIA PA 19104 NO RESTRICTIONS 162524 1812 PRODUCTIONS 2329 SOUTH 3RD ST PHILADELPHIA PA 19148 NO RESTRICTIONS 25000 ELMWOOD PARK ZOO 1661 HARDING BLVD NORRISTOWN PA 19401 NO RESTRICTIONS 250000 GERMAN SOCIETY OF PA 611 SPRING GARDEN ST PHILADELPHIA PA 19122 NO RESTRICTIONS 12500 HABITAT FOR HUMANITY 1829 NORTH 19TH STREET PHILADELPHIA PA 19121 NO RESTRICTIONS 25000 INDEPENDENCE SEAPORT MUESUEM 211 SOUTH COLUMBUS BLVD PHILADELPHIA PA 19106 NO RESTRICTIONS 25000 JENKINS ARBORETUM GARDENS 631 BERWYN BAPTIST ROAD DEVON PA 19333 NO RESTRICTIONS 50000 LANKENAU INSTITUTE FOR MEDICAL RESE 100 EAST LANCASTER AVE WYNNEWOOD PA 19096 NO RESTRICTIONS 13000 LYRIC FEST 312 CARPENTER LANE PHILADELPHIA PA 19119 NO RESTRICTIONS 10000 PEOPLE FOR PEOPLE INC 800 NORTH BROAD ST STE 700 PHILADELPHIA PA 19130 NO RESTRICTIONS 2400 PHILADELPHIA MUSEUM OF ART PO BOX 7646 PHILADELPHIA PA 19101 NO RESTRICTIONS 100000 RIVERBEND ENVIRONMENTAL EDUCATION C 1950 SPRING MILL ROAD GLADWYNE PA 19035 NO RESTRICTIONS 20000 SCRANTON PUBLIC LIBRARY 500 VINE STREET SCRANTON PA 18509 NO RESTRICTIONS 20000 TEMPLE HEALTH 3500 N BROAD ST STE 1101 PHILADELPHIA PA 19140 NO RESTRICTIONS 25000 THEATRE HORIZON 401 DEKALB ST NORRISTOWN PA 19401 NO RESTRICTIONS 20000 WOODMERE ART MUESEUM 9201 GERMANTOWN AVE PHILADELPHIA PA 19118 NO RESTRICTIONS 599140 1561564 14 561167 14 72620 18 1085173 1718960 1718960 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 12623 43617 43617 DECREASE IN MARKET VALUE OVER BASIS OF SECURITIES OWNED 241950 OFFICE EXPENSE 1088 1088 PENALTIES 659 Other Investment Income 72620 126 INVESTMENT FEES 90088 90088 0 0 EXCISE TAX FORM 990PF (F/Y 9/30/23) 21054 21054 EXCISE TAX FORM 990T(F/Y 9/30/23) 16549