HEALTHSPARK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHSPARK FOUNDATION (EIN 23-1352175)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-11
- IRS object ID
- 202231019349100803
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-11T08:50:12-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHSPARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2157165400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2506 N BROAD ST NO 206 | AddressLine1Txt |
| City | COLMAR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL JOHNSON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 2157165400 | PhoneNum |
| Signature | 2022-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUSSELL | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2022-03-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,963,153 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,523 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $559 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $559 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $256,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $742,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,632,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,279,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,055,969 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $355,668 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $381,901 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $355,668 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,257,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,180,853 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $355,668 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $210,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $192,889 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $366,821 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $354,837 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $144,116 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $142,987 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $65,082 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $71,417 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,698 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $367,797 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $205,262 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $163,035 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $117,162 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $117,162 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $117,162 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $139,546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,796 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $212,714 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $212,714 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $212,714 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $127,428 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $127,428 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $25,792 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $104,757 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,922 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,922 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,989 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,453 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $82,794 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,867,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $726,815 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $355,668 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,144,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,069,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $714,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,937,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $726,815 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $355,668 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,859,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$679,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,454,038 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,870 | CashBOYAmt |
| Cash EOY | $54,895 | CashEOYAmt |
| Cash EOYFMV | $54,895 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,363,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $863,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $863,615 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $239,333 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $334,203 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $334,203 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,676,675 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,110,305 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,110,305 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,390,164 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,622,627 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,622,627 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $27,789,668 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,471,073 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,471,073 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,579,934 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,423,379 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,335,028 | LandBOYAmt |
| Land EOY | $5,156,555 | LandEOYAmt |
| Land EOYFMV | $5,156,555 | LandEOYFMVAmt |
| Other Assets BOY | $1,082,799 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,349,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,349,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,989,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,963,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,963,153 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $102,715 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $125,100 | AccountsPayableEOYAmt |
| Grants Payable EOY | $355,000 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $3,166,124 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $3,053,012 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $910,592 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $893,872 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,179,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,426,984 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $38,462,697 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,922,114 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,346,974 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,614,055 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,809,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,536,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,989,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,963,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,809,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$679,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,406,233 | OtherIncreasesAmt |
| Subtotal | $45,536,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,536,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $25,279,829 | $23,647,693 | $1,632,136 | $1,632,136 | |
| LP 85-2758350 | $23,520 | $23,520 | $23,520 | P | |
| LP 26-3416056 | $71,822 | -$71,822 | -$71,822 | P | |
| LP 81-2947111 | $263,576 | $263,576 | $263,576 | P | |
| LP 04-6832069 | $104,635 | $104,635 | $104,635 | P | |
| LP 04-3393595 | $438,215 | $438,215 | $438,215 | P | |
| LP 45-6268981 | $36,259 | -$36,259 | -$36,259 | P | |
| LP 04-6928341 | $477,296 | $477,296 | $477,296 | P | |
| LP 04-6903137 | $49,377 | -$49,377 | -$49,377 | P | |
| LP 27-6934633 | $4,788 | $4,788 | $4,788 | P | |
| LP 02-6138231 | $3,165 | $3,165 | $3,165 | P | |
| LP 47-5599419 | $266,096 | $266,096 | $266,096 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,055,969 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,011 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,011 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,011 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,563 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,563 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $11,551 | OverpaymentAmt |
| Applied To ES Tax | $11,551 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HEALTHSPARK.ORG | WebsiteAddressTxt |
| Individual With Books | RUSSELL JOHNSON PRESIDENT CEO | IndividualWithBooksNm |
| Phone | 2157165400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2506 N BROAD STREET SUITE 206 | AddressLine1Txt |
| City | COLMAR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RUSSELL JOHNSON | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | PRESIDENT/CEO/MANAGER | 37.50 | $210,000 | $31,585 | $6,000 |
| WARREN HILTON | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | CHAIRPERSON/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOEL JOHNSON | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | VICE CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| COURTNEY MCCORMICK | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | SECRETARY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID SHERMAN | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEN AMEY | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR/MANAGER | 2.00 | $0 | $0 | $0 |
| NICHOLAS BUCCI | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY GIANFICARO | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN KEPNER | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN O'LEARY | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOE O'NEILL | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATASHA PATTERSON | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALFREDO DE LA PENA | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | MANAGER | 1.00 | $0 | $0 | $0 |
| CHRISTINE HUNSBERGER | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | MANAGER | 1.00 | $0 | $0 | $0 |
| MARIA MACALUSO | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | MANAGER | 1.00 | $0 | $0 | $0 |
| NICOLE BENNETT | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | MANAGER - LEFT NOV 2020 | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN RAMIREZ JR | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | CONTROLLER | 37.50 | $84,899 | $27,150 | $0 |
| EMMA HERTZ | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR OF EXTERNAL | 37.50 | $92,700 | $13,691 | $0 |
| CLARE STRENGER | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | OFFICE MANAGER | 37.50 | $55,000 | $19,962 | $0 |
| CHINWE ONYEKERE | ||||||||
| 2506 N BROAD STREET SUITE 206 | COLMAR | PA | 18915 | DIRECTOR OF EQUITY A | 37.50 | $61,923 | $4,986 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEKETA INVESTMENT GROUP | |||||
| 100 LOWDERBROOK DRIVE SUITE 1100 | WESTWOOD | MA | 02090 | INVESTMENT MANAGEMENT | $190,262 |
| CAPACITY FOR CHANGE LLC | |||||
| 911 GENERAL WAYNE DRIVE | WEST CHESTER | PA | 19382 | PROGRAM DEVELOPMENT | $58,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNITY PARTNERS CENTER: THROUGH THE SUBSIDIARY 2506 LLC, THE FOUNDATION OPERATES AND IS LOCATED IN A NONPROFIT CENTER, COMMUNITY PARTNERS CENTER (WWW.COMMUNITYPARTNERSCENTER.ORG). A BOARD OF MANAGERS GOVERNS 2506 LLC, APPOINTED BY THE FOUNDATION, COMPRISED OF 5 INDIVIDUALS (3 TENANT REPRESENTATIVES). 2506 LLC OWNS AN ADJACENT RESIDENTIAL UNIT, MASTER LEASED TO A NONPROFIT TO SUBLET IN ACCORDANCE WITH A MORTGAGE AGREEMENT BETWEEN 2506 LLC AND THE MONTGOMERY COUNTY DEPARTMENT OF HOUSING & COMMUNITY DEVELOPMENT. THE CENTER OFFERS NONPROFITS FREE USE OF MEETING ROOMS. NONPROFITS RECOGNIZE THIS VALUE. UNFORTUNATELY, USE WAS MINIMAL IN FYE JUNE 30, 2021, DUE TO COVID-19. | Description1Txt |
| Expenses1 | $460,510 | Expenses1Amt |
| Description2 | MONTGOMERY COUNTY SAFETY NET RESILIENCE INITIATIVE: HEALTHSPARK LAUNCHED THIS 10-YEAR, COMMUNITY-DRIVEN AND COLLABORATIVE INITIATIVE TO IMPROVE THE FINANCIAL RESILIENCY OF MONTGOMERY COUNTY'S HEALTH & HUMAN SERVICES SAFETY NET SYSTEM. KEY STRATEGIES INCLUDE GRANTMAKING, RESEARCH, SYSTEM LEADERSHIP CAPACITY BUILDING, COMMUNICATIONS, REFLECTIVE LEARNING SESSIONS, AND ADVOCACY. POLICYMAKERS, SAFETY NET SYSTEM NONPROFIT LEADERS, BUSINESS REPRESENTATIVES, CONSUMERS AND ADJACENT SECTOR LEADERS ARE INVITED TO COMMUNITY OF PRACTICE MEETINGS WHERE THE FOUNDATION UPDATES THE BROADER COMMUNITY ON THE INITIATIVE'S PROGRESS AND GATHERS FEEDBACK AND RECOMMENDATIONS FOR FUTURE CONSIDERATION. | Description2Txt |
| Expenses2 | $116,841 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,109,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,481,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,349,880 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,940,676 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,940,676 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $629,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,311,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,065,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,065,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,011 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,011 | TotalTaxAmt |
| Distributable Before Adj | $2,017,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,017,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,017,567 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,859,186 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $123,188 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,982,374 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,982,374 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,017,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $143,174 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $143,174 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,982,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,982,374 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,193 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,193 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $107,981 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $107,981 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $107,981 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUSSELL JOHNSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2506 N BROAD STREET SUITE 206 | AddressLine1Txt |
| City | COLMAR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2157165400 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATIONS'S CURRENT GRANTMAKING PROCESS IS MULTI-FACETED. SOMETIMES WE INVITE SPECIFIC ORGANIZATIONS TO APPLY FOR A PARTICULAR GRANT OPPORTUNITY. AT OTHER TIMES WE ISSUE REQUESTS FOR PROPOSALS AND ALLOW ORGANIZATIONS TO RESPOND WITH THEIR IDEAS. STILL OTHER TIMES WE CREATE GRANT PROGRAMS OR INITIATIVES TARGETING A DEFINED CHALLENGE OR COMMUNITY NEED AND ALLOW ANY INTERESTED ORGANIZATION WORKING WITHIN THE COUNTY TO APPLY. VISIT THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG FOR CURRENT GRANT OPPORTUNITIES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSAL SUBMISSION DEADLINES ARE POSTED ON THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG. | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO BE ELIGIBLE FOR GRANT SUPPORT, AN ORGANIZATION MUST PROVIDE A SERVICE OR PROGRAM THAT BENEFITS THE RESIDENTS OF ONE OR MORE OF MONTGOMERY COUNTY PENNSYLVANIA COMMUNITIES. ORGANIZATIONS DO NOT NEED TO BE PHYSICALLY LOCATED IN THE COUNTY IN ORDER TO BE ELIGIBLE TO RECEIVE GRANT SUPPORT. GUIDELINES AND ADDITIONAL RESTRICTIONS CAN BE FOUND ON THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS SERVICES INC | ||||||
| 500 OFFICE CENTER DRIVE SUITE 100 | FORT WASHINGTON | PA | 190343234 | PC | BRING STREET MEDICINE TO MONTGOMERY COUNTY PHASE TWO; DEVELOP A COMMUNITY-WIDE, INTEGRATED SYSTEM OF SUPPORT FOR FAMILIES EXPERIENCING OR AT-RISK OF HOMELESSNESS | $45,000 |
| ARCADIA UNIVERSITY | ||||||
| 450 S EASTON ROAD | GLENSIDE | PA | 19038 | PC | PILOT AN INTENTIONAL MODEL TO MEET DEFINED NEEDS OF MONTGOMERY COUNTYS SAFETY NET PROVIDERS WHILE NURTURING EQUITY-MINDED GRADUATE STUDENTS AS LEADERS/CHANGE-MAKERS AND ESTABLISH A PIPELINE OF TRAINED INTERNS AND VOLUNTEERS | $26,000 |
| BUCKS MONT COLLABORATIVE | ||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | PC | SUPPORT THE DEVELOPMENT OF A RACIAL EQUITY LEARNING COMMUNITY; IMPLEMENT A RACIAL EQUITY LEARNING COMMUNITY IN PARTNERSHIP WITH INTERAGENCY COUNCIL OF NORRISTOWN (ICN) AND TRICOUNTY COMMUNITY NETWORK (TCN) | $100,000 |
| CENTRO DE CULTURA ARTE TRABAJO Y EDUCACION | ||||||
| PO BOX 1185 | BLUE BELL | PA | 19422 | PC | CREATE A COMMUNITY HEALTH CENSUS TO IMPROVE THE UNDERSTANDING OF UNMET HEALTH NEEDS AND CONCERNS OF LATINXS IN NORRISTOWN | $30,000 |
| CHOP CHILD LIFE AND CREATIVE ARTS THERAPY | ||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | PC | OPERATING SUPPORT | $100 |
| GPLEX | ||||||
| 1800 JFK BOULEVARD SUITE 460 | PHILADELPHIA | PA | 19103 | PC | FUND UP TO 10 SCHOLARSHIPS FOR GPLEX 2021 | $5,000 |
| GWYNEDD MERCY UNIVERSITY | ||||||
| 1325 SUMNEYTOWN PIKE PO BOX 901 | GWYNEDD VALLEY | PA | 19437 | PC | OPERATING SUPPORT | $3,750 |
| INDEPENDENCE PUBLIC MEDIA OF PHILADELPHIA INC | ||||||
| 1800 JFK BOULEVARD SUITE 300 | PHILADELPHIA | PA | 19103 | PC | SUPPORT COMMUNITY VOICES FUND WHICH SUPPORTS MEDIA AND JOURNALISM FOR PEOPLE OF COLOR, LGBTQ, AND OTHER MARGINALIZED COMMUNITIES IN PHILADELPHIA, BUCKS, CHESTER, AND MONTGOMERY COUNTIES. THIS AWARD IS RESTRICTED TO MONTGOMERY COUNTY. | $40,000 |
| INTER-FAITH HOUSING ALLIANCE | ||||||
| 31 S SPRING GRADEN STREET | AMBLER | PA | 19002 | PC | OPERATING SUPPORT | $3,500 |
| LEGAL AID OF SOUTHEASTERN PENNSYLVANIA | ||||||
| 625 SWEDE STREET | NORRISTOWN | PA | 19401 | PC | OPERATING SUPPORT | $3,500 |
| LEGAL AID OF SOUTHEASTERN PENNSYLVANIA | ||||||
| 625 SWEDE STREET | NORRISTOWN | PA | 19401 | PC | DEVELOP A COMPREHENSIVE AND REPLICABLE PLAN FOR BUILDING A MORE INCLUSIVE MODEL TO SERVE THE LATINO AND NON-ENGLISH SPEAKING COMMUNITIES IN MONTGOMERY COUNTY | $30,000 |
| MANNA ON MAIN STREET | ||||||
| 606 E MAIN STREET PO BOX 763 | LANSDALE | PA | 19446 | PC | OPERATING SUPPORT | $3,000 |
| MATERNITY CARE COALITION | ||||||
| 2000 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PC | IMPROVE MATERNAL AND CHILD HEALTH OUTCOMES THROUGH COLLABORATIVE EFFORTS | $30,000 |
| MISSION KIDS CHILD ADVOCACY CENTER | ||||||
| PO BOX 413 | BLUE BELL | PA | 19422 | PC | IMPROVE MENTAL HEALTH SERVICES FOR YOUTH WITH PROBLEMATIC SEXUALIZED BEHAVIORS | $30,000 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||
| 340 DEKALB PIKE | BLUE BELL | PA | 19422 | PC | EXPLORE MODELS FOR IMPROVING ACCESS TO PSYCHIATRIC AND MEDICAL SERVICES FOR MENTAL HEALTH CONSUMERS IN THE GREATER MONTGOMERY COUNTY REGION | $20,000 |
| NATIONAL NETWORK FOR YOUTH | ||||||
| 741 8TH STREET SE | WASHINGTON | DC | 20003 | PC | PROOF-OF-CONCEPT PROJECT THAT SEEKS TO ENGAGE EXISTING (KEY) STAKEHOLDERS, SHIFT POWER DYNAMICS ALLOWING THE CENTERING OF YOUTH VOICES, AND REALIGN RELATIONSHIPS AT THE COUNTY LEVEL TO IMPROVE YOUTH OUTCOMES AND SYSTEM FUNCTIONING | $30,000 |
| NORRISTOWN HOSPITALITY CENTER (DBA NORRISTOWN MINISTRIES INC HOSPITALITY CE | ||||||
| 530 CHURCH STREET | NORRISTOWN | PA | 19401 | PC | ESTABLISH A HOMELESS COURT PROGRAM TO HELP HOMELESS INDIVIDUALS OR THOSE AT RISK FOR HOMELESSNESS TO RESOLVE THE LEGAL BARRIERS THAT ARE JUST ONE OF THE MANY CHALLENGES THEY FACE ON THE ROAD TO SELF-SUFFICIENCY | $15,000 |
| PENNSYLVANIA HEALTH ACCESS NETWORK (PHAN) | ||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | CONTINUE THE CREATION OF AN ADVOCACY COALITION AND PUBLIC EDUCATION CAMPAIGN. IN A CONTINUATION OF THEIR WORK IN 2020 | $75,000 |
| SAAC OF MONTCO | ||||||
| 536 GEORGE STREET | NORRISTOWN | PA | 19401 | PC | SUPPORT A PILOT PROGRAM TO EXPLORE HOW TO BETTER SERVE VULNERABLE SENIORS IN MONTGOMERY COUNTY, PA, BY FINDING OUT THEIR CURRENT TECHNOLOGY NEEDS AND ABILITIES AND THEN DEVELOP A PLAN FOR TRAINING THEM AND/OR PROVIDING HARDWARE AND INTERNET ACCESS SO THAT THEY CAN STAY CONNECTED TO THE SAFETY NET | $30,000 |
| SEACHANGE CAPITAL | ||||||
| 1385 BROADWAY 23RD FLOOR | NEW YORK | NY | 10018 | PC | SUPPORT SEACHANGE CAPITAL PARTNERS AS THE OPERATIONAL HOST OF THE GREATER PHILADELPHIA NONPROFIT REPOSITIONING FUND (FUND) AND MANAGEMENT OF THE FUND IS PROVIDED BY ITS DIRECTOR | $25,000 |
| TEMPLE UNIVERSITY | ||||||
| 234 STRAWBERRY SQUARE | HARRISBURG | PA | 17101 | PC | CONDUCT A MONTGOMERY COUNTY NEEDS ASSESSMENT OVER 9 MONTHS GATHERING COMMUNITY DATA TO IMPROVE THE UNDERSTANDING AND NATURE OF DISPROPORTIONATE MINORITY YOUTH CONTACT WITH LAW ENFORCEMENT AND TO FORM AN ACTION PLAN | $30,000 |
| THE DEAF-HEARING COMMUNICATION CENTRE | ||||||
| 630 FAIRVIEW ROAD SUITE 100 | SWARTHMORE | PA | 19081 | PC | BRING DATA-BACKED CONCLUSIONS TO THE QUESTION OF ACCESSIBILITY AND INCLUSION IN THE MONTGOMERY COUNTY SAFETY NET | $35,000 |
| THE MONTGOMERY COUNTY FOUNDATION INC | ||||||
| 4 SENTRY PARKWAY EAST SUITE 302 | BLUE BELL | PA | 19422 | PC | TRANSFORM YOUR WAY HOME'S ASSESSMENT AND PRIORITIZATION PROCESSES, RESULTING IN A MORE EQUITABLE AND INCLUSIVE SYSTEM FOR DELIVERING LIMITED HOUSING STABILITY SERVICES AND SUBSIDIES COUNTYWIDE | $30,000 |
| THE PHILIP JAISOHN MEMORIAL FOUNDATION | ||||||
| 6705 OLD YORK ROAD | PHILADELPHIA | PA | 19126 | PC | ADDRESS THE DISPARITIES EXPERIENCED BY THE ASIAN AMERICAN SENIORS DURING THE PANDEMIC DUE TO LANGUAGE, CULTURAL, TRANSPORTATION, AND TECHNOLOGY BARRIERS | $30,000 |
| TRELLIS FOR TOMORROW | ||||||
| 30 HALL STREET SUITE 302 | PHOENIXVILLE | PA | 19460 | PC | RE-IMAGINE HOW TO ALLOCATE LOCAL ASSETS AND LEVERAGE RESOURCES TO CO-CREATE A LOCAL FOOD SYSTEM THAT CAN BETTER SUPPORT THE HEALTH AND WELL-BEING OF THE GREATER POTTSTOWN AREA | $5,000 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 724 N ADAMS STREET SUITE 203 | POTTSTOWN | PA | 19464 | PC | SUPPORT THE WORK OF RESEARCHING AND PROMOTING THE LIFE AND CONTRIBUTIONS OF FRANK E. BOSTON; BRING TOGETHER THE KEY LOCAL AND REGIONAL PLAYERS WORKING TO END HUNGER IN MONTGOMERY COUNTY TO DEVELOP A STRATEGY FOR "BUILDING BACK BETTER" ITS EMERGENCY FOOD SYSTEM | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $714,850 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUCKS MONT COLLABORATIVE | ||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | PC | IMPLEMENT A RACIAL EQUITY LEARNING COMMUNITY IN PARTNERSHIP WITH INTERAGENCY COUNCIL OF NORRISTOWN (ICN) AND TRICOUNTY COMMUNITY NETWORK (TCN) | $100,000 |
| IMAGINE DIFFERENT CO THE PEAL CENTER | ||||||
| 2325 E CARSON STREET 100A | PITTSBURGH | PA | 15203 | PC | IMAGINE DIFFERENTACHIEVE DIFFERENT: SHARING/CARING PARTNER FAMILIES FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES IN MONTGOMERY COUNTY - PLANNING | $5,000 |
| PENNSYLVANIA HEALTH ACCESS NETWORK (PHAN) | ||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | CONTINUE THE CREATION OF AN ADVOCACY COALITION AND PUBLIC EDUCATION CAMPAIGN. IN A CONTINUATION OF THEIR WORK IN 2020 | $225,000 |
| SEACHANGE CAPITAL | ||||||
| 1385 BROADWAY 23RD FLOOR | NEW YORK | NY | 10018 | PC | SUPPORT SEACHANGE CAPITAL PARTNERS AS THE OPERATIONAL HOST OF THE GREATER PHILADELPHIA NONPROFIT REPOSITIONING FUND (FUND) AND MANAGEMENT OF THE FUND IS PROVIDED BY ITS DIRECTOR | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $355,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $559 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,632,136 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Related Or Exempt Function Incm | $355,668 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,889,356 | ExclusionAmt |
| Related Or Exempt Function Incm | $355,668 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,245,024 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RENTAL INCOME FROM NON-PROFIT CENTER WHICH HOUSES THE FOUNDATION AND FIVE UNRELATED HEALTH & HUMAN SERVICE AGENCIES SERVING MONTGOMERY COUNTY. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY SPIERS TRUST CO WELLS FARGO WEALTH MGT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST FOURTH ST D4000-0062 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDIT EXPENSE | CategoryTxt |
| Amt | $30,855 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25,698 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII: | FormAndLineReferenceDesc |
| Medium Explanation | THE INDIVIDUALS NOTED AS FOUNDATION MANAGERS IN THE ATTACHED FORM 990-PF, PART VIII ALSO SERVE ON THE BOARD OF MANAGERS, THE GOVERNING BODY OF 2506, LLC. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENTURY HIGH INCOME FUND, 186,079.351 SH | $1,836,603 | $1,836,603 |
| PAYDEN EMERGING MARKET BOND INS, 59,863.476 SH | $806,361 | $806,361 |
| PI FLOATING RATE INCOME I, 83,024.102 SH | $812,806 | $812,806 |
| VANGUARD SHORT TERM INFLATION, 44,417.004 SH | $1,166,857 | $1,166,857 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KOPERNIK GLOBAL ALL-CAP FUND, LTD, 89,319.98 SH | $1,369,275 | $1,369,275 |
| SSGA LARGE MID-CAP NATIONAL RESOURCE, 121,865.047 SH | $1,359,770 | $1,359,770 |
| VANGUARD BALANCED INDEX FUND, 8,029.913 SH | $381,260 | $381,260 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB GLOBAL CORE EQUITY DEBT | FMV | $2,302,110 | $2,302,110 |
| BHDG SYSTEMATIC TRADING FUND | FMV | $1,398,278 | $1,398,278 |
| FIRST EAGLE GLOBAL VALUE FUND | FMV | $3,157,923 | $3,157,923 |
| FIRST EAGLE INSTITUTIONAL GOLD FUND LP | FMV | $641,007 | $641,007 |
| GQG PARTNERS GLOBAL EQUITY FUND | FMV | $3,185,705 | $3,185,705 |
| KOHINOOR SERIES (CAYMAN) FUND | FMV | $1,015,335 | $1,015,335 |
| NORTH PENN HOSPITAL DEFERRED COMPENSATION PLAN | FMV | $502,756 | $502,756 |
| SCULPTOR CREDIT OPP OVERSEAS FUND LP | FMV | $843,307 | $843,307 |
| SSGA MSCI EAFE NI | FMV | $2,373,394 | $2,373,394 |
| SSGA MSCI EMG MKTS INDEX | FMV | $1,370,065 | $1,370,065 |
| SSGA REIT INDEX COMMON TRUST | FMV | $1,415,322 | $1,415,322 |
| SSGA RUSSELL 1000 VALUE INDEX | FMV | $1,754,073 | $1,754,073 |
| SSGA RUSSELL 3000 INDEX | FMV | $4,659,567 | $4,659,567 |
| SSGA US AGGREGATE BOND INDEX | FMV | $6,780,939 | $6,780,939 |
| WCM GLOBAL GROWTH FUND | FMV | $3,071,292 | $3,071,292 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $1,906,479 | $0 | $1,906,479 | $1,906,479 |
| LAND IMPROVEMENTS | $712,599 | $528,377 | $184,222 | $184,222 |
| BUILDING | $4,559,162 | $1,541,758 | $3,017,404 | $3,017,404 |
| LEASEHOLD IMPROVEMENTS | $919,181 | $919,181 | $0 | |
| FURNITURE, FIXTURES AND EQUIPMENT | $482,513 | $434,063 | $48,450 | $48,450 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $65,082 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $71,417 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $884,620 | $1,111,365 | $1,111,365 |
| BENEFICIAL INTEREST IN REMAINDER TRUSTS | $198,179 | $238,515 | $238,515 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES & COMPUTER MAINTENANCE | $9,440 | $0 | $0 | $12,245 |
| TELEPHONE & COMMUNICATIONS | $32,963 | $0 | $0 | $32,963 |
| INSURANCE | $22,620 | $0 | $0 | $22,620 |
| DUES & SUBSCRIPTIONS | $11,526 | $0 | $0 | $11,526 |
| MISCELLANEOUS | $3,440 | $0 | $0 | $3,440 |
| PARTNERSHIP EXPENSES | $0 | $57,453 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LP 85-2758350 | $7,924 | ||
| LP 26-3416056 | $8,003 | ||
| LP 81-2947111 | -$753 | ||
| LP 04-6832069 | -$29 | ||
| LP 04-3393595 | $9,741 | ||
| LP 45-6268981 | -$416 | ||
| LP 04-6903137 | $1,347 | ||
| LP 47-5599419 | $416 | ||
| RENTAL INCOME | $355,668 | $355,668 | $355,668 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON SECURITIES | $6,025,436 |
| CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST | $226,745 |
| CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST | $40,336 |
| CHANGE IN VALUE OF INTEREST RATE SWAP | $113,716 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LIABILITIES IN RELATION TO NORTH PENN HOSPITAL | $490,226 | $502,756 |
| INTEREST RATE SWAP | $358,613 | $244,897 |
| TENANT SECURITY DEPOSITS | $13,530 | $13,530 |
| DEFERRED TAX LIABILITY | $48,223 | $132,689 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAMMATIC/BOARD/OTHER CONSULTING | $177,535 | $15,000 | $0 | $163,035 |
| INVESTMENT FEES | $190,262 | $190,262 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $139,546 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $6,796 | $0 | $0 |
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