2021-12-05T13:00:28-06:00 2021-06-30 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990PF 2020-07-01 371526458 STONELEIGH FOUNDATION STON 2157357080 123 S BROAD STREET NO 1630 PHILADELPHIA PA 19109 RONNIE BLOOM EXECUTIVE DIRECTOR 2157357080 2021-12-05 1 RONNIE BLOOM 999009999 JENNIFER SOLOT P00749373 2155677770 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 112697623 X X 567851 567851 567851 1341363 1341363 1341363 3412296 19185373 3412296 0 27606 0 27606 5349116 5321510 1936820 254241 0 0 254241 584433 0 0 582506 172758 0 0 172613 1989 0 0 1989 22454 0 0 18489 471355 448241 0 23104 451039 0 0 57067 10211 0 0 90062 0 0 90062 14144 0 0 14144 79513 0 0 87555 2152199 448241 0 1301770 2416846 2162019 4569045 448241 0 3463789 780071 4873269 1936820 56072 63420 63420 2464906 6832368 6832368 14182 13437 13437 16178299 13378344 13378344 51331182 71531470 71531470 4486855 3145803 3145803 13119751 17722801 17722801 104958 94978 20191 9980 9980 87671438 112697623 112697623 104514 133082 2057511 2319213 113000 442000 2275025 2894295 X 85396413 109803328 85396413 109803328 87671438 112697623 85396413 780071 23626844 109803328 0 109803328 PNC CUSTODY P 9646594 7179477 2467117 2467117 PNC MID CAP P 5756410 5716077 40333 40333 PNC LARGE CAP P 3782369 2877523 904846 904846 3412296 0 67738 0 67738 0 67738 44494 0 42000 0 86494 X 531 18225 18225 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 1 0 0 0 1 STONELEIGHFOUNDATION.ORG EXECUTIVE DIRECTOR 2157357080 123 S BROAD STREET NO 1630 PHILADELPHIA PA 19109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 KATHERINE H CHRISTIANO C/O THE ORGANIZATION PHILADELPHIA PA 19109 CHAIR 2.00 0 0 0 LAURA WILLIAMSON C/O THE ORGANIZATION PHILADELPHIA PA 19109 TREASURER 2.00 0 0 0 JODY GREENBLATT C/O THE ORGANIZATION PHILADELPHIA PA 19109 SECRETARY 1.00 0 0 0 CATHERINE CARR C/O THE ORGANIZATION PHILADELPHIA PA 19109 VICE CHAIR 1.00 0 0 0 CAROL HAAS GRAVAGNO C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 STACY HOLLAND C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 MATTHEW HURFORD C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 WENDELL PRITCHETT C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 MATT SCHAENEN C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 KEVIN BETHEL C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 RONNIE BLOOM C/O THE ORGANIZATION PHILADELPHIA PA 19109 EXECUTIVE DIRECTOR 32.00 191793 47285 0 ALICE DUBOW ESQ C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 MARIE WILLIAMS C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 DEPUTY DIRECTOR 40.00 134264 27395 0 JANET KROLL C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 STRATEGY & PLANNING 40.00 111712 24407 0 SANGEETA PRASED C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 STONELEIGH FELLOW 40.00 123853 6787 0 RONA NAVERA C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 DIRECTOR OF ADMINSTR 40.00 91944 25299 0 ANN MARIE MCGRORY C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 COMMUNICATIONS MANAG 40.00 83732 16661 0 8 NONE 0 IN OPERATING THE FELLOWSHIP PROGRAMS, THE FOUNDATION SEEKS TO: -AFFECT THE WELL-BEING OF CHILDREN AND YOUTH; -INVEST IN POLICY CHANGE, PRACTICE IMPROVEMENT, AND RESEARCH DISSEMINATION;-SUPPORT INDIVIDUALS WHO CAN MAKE A DIFFERENCE IN THE LIVES OF VULNERABLE CHILDREN; -SPUR INNOVATION THAT LINKS THE MAJOR PUBLIC SYSTEMS SERVING YOUNG PEOPLE:CHILD WELFARE, EDUCATION, AND JUVENILE JUSTICE;-MAKE A SIGNIFICANT AGGREGATE DIFFERENCE IN THE FIELD THROUGH THE CREATION OF A COMMUNITY OF FELLOWS ENGAGED IN PROJECTS TACKLING SIMILAR PROBLEMS THROUGH A VARIETY OF APPROACHES. 3463789 0 96396343 3880902 12113 100289358 0 0 100289358 2248489 98040869 4902043 X 3463789 0 3463789 0 3463789 2006-11-18 X 1936820 2129146 2355853 3439023 9860842 1646297 1809774 2002475 2923170 8381716 3463789 3047231 3048125 2929632 12488777 0 0 0 0 0 3463789 3047231 3048125 2929632 12488777 0 0 3268029 2896692 2908355 2896403 11969479 0 0 0 0 RONNIE BLOOM EXECUTIVE DIRECTOR C/O THE FOUNDATIONS CORPORATE OFFICE PHILADELPHIA PA 19109 2157357080 SEE GRANT PROCEDURES ON WEBSITE SEE GRANT PROCEDURES ON WEBSITE SEE GRANT PROCEDURES ON WEBSITE YHEP HEALTH CENTER (CAMERON MCCONKEY) 178 GRAPE STREET PHILADELPHIA PA 19102 PC RESEARCH FELLOWSHIP 89500 HPC (DIJONEE TALLEY) 1500 MARKET STREET PHILADELPHIA PA 19102 PC RESEARCH FELLOWSHIP 91656 LEWIS KATZ SCHOOL OF MEDICINE (JESSICA BEARD) 3440 NORTH BROAD STREET PHILADELPHIA PA 19140 PC RESEARCH FELLOWSHIP 175000 CHOP (KALI HACKETT) 1315 WALNUT STREET SUITE 400 PHILADELPHIA PA 19107 PC RESEARCH FELLOWSHIP 86505 TEMPLE (KARISSA PHELPS) 1719 NORTH BROAD STREET PHILADELPHIA PA 19122 PC RESEARCH FELLOWSHIP 90154 DREXEL (LEAH BROGAN) 400 MARKET STREET SUITE 200 PHILADELPHIA PA 19106 PC RESEARCH FELLOWSHIP 81357 CHILDREN'S HOSPITAL OF PHILADELPHIA (NADIA DOWCHEN) 2716 SOUTH STREET PHILADELPHIA PA 19146 PC RESEARCH FELLOWSHIP 189169 NICOLE SMITH-KEA 1500 TERRELL ROAD SHADY SIDE MD 20733 I RESEARCH FELLOWSHIP 175000 COLUMBIA UNIVERSITY JUSTICE LAB (PATRICK MCCARTHY) 6037 HOLLINS AVE BALTIMORE MD 21210 PC RESEARCH FELLOWSHIP 132325 CHILDREN'S HOSPITAL OF PHILADELPHIA (RUTH ABAYA) 2716 SOUTH STREET PHILADELPHIA PA 19146 PC RESEARCH FELLOWSHIP 147452 KASEY THOMPSON 325 NORTH 39TH STREET PHILADELPHIA PA 19104 I RESEARCH FELLOWSHIP 62874 GEORGETOWN UNIVERSITY (SHAY BILCHIK) 500 FIRST STREET NW 4TH FL WASHINGTON DC 20001 PC RESEARCH FELLOWSHIP 160872 SANGEETA PRASEED 1424 CHESTNUT STREET PHILADELPHIA PA 19102 I RESEARCH FELLOWSHIP 153656 THE TRUSTEES OF THE UNIVERSITY OF PA (VINCENT REINA) 3815 WALNUT STREET PHILADELPHIA PA 19104 PC RESEARCH FELLOWSHIP 169283 RHONDA MCKITTEN 178 GRAPE STREET PHILADELPHIA PA 19102 I RESEARCH FELLOWSHIP 41216 JUVENILE LAW CENTER 1800 JFK BLVD SUITE 1900B PHILADELPHIA PA 19103 PC JLC YOUTH ADVOCACY GRANT 35000 LA PUERTA ABIERTA INC N HOWARD STREET PHILADELPHIA PA 19122 PC RAPID RESPONSE GRANT 30000 URBED 1315 WALNUT STREET PHILADELPHIA PA 19107 PC RAPID REPONSE GRANT 30000 SLOUGHT FOUNDATION 4017 WALNUT STREET PHILADELPHIA PA 19104 PC OPPORTUNITY FUND GRANT 58600 CULTURETRUST GREATER PHILADELPHIA 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 PC OPPORTUNITY FUND GRANT 57400 LESLIE ACOCA GOODCHILD 1117 SIR FRANCIS BLAKE BLVD 5 KENTFIELD CA 94904 I OPPORTUNITY FUND GRANT 10000 ROCK TO THE FUTURE 1201 NORTH 3RD STREET 283 PHILADELPHIA PA 19122 PC OPPORTUNITY FUND GRANT 10000 YOUTH SERVICE INC 410 N 34TH STREET PHILADELPHIA PA 19104 PC OPPORTUNITY FUND GRANT 25000 MOVEMENT ALLIANCE PROJECT 924 CHERRY ST FL 5 PHILADELPHIA PA 19107 PC OPPORTUNITY FUND GRANT 25000 COMMON JUSTICE 540 ATLANTIC AVE SUITE 4 BROOKLYN NY 11217 PC OPPORTUNITY FUND GRANT 10000 UNIVERSITY OF LOS ANGELES (DOMINQUE MIKELL) 405 HILGARD AVENUE LOS ANGELES CA 90095 PC OPPORTUNITY FUND GRANT 10000 RUTGERS UNIVERSITY (CATHERINE BUTTNER) 406 PENN STREET CAMDEN NJ 08102 PC OPPORTUNITY FUND GRANT 10000 PHILADELPHIA FIGHT 1233 LOCUST STREET PHILADELPHIA PA 19107 PC OPPORTUNITY FUND GRANT 5000 2162019 NATIONAL NETWORK FOR YOUTH (ANTHONY SIMPSON) 781 8TH STREET SE WASHINGTON DC 20003 PC RESEARCH FELLOWSHIP 164000 YHEP HEALTH CENTER (CAMERON MCCONKEY) 178 GRAPE STREET PHILADELPHIA PA 19102 PC RESEARCH FELLOWSHIP 18043 HEALTH ALLIANCE FOR VIOLENCE INTERVENTION (JANENE BROWN) 101 HUDSON STREET SUITE 2100 JERSEY CITY NJ 07302 PC RESEARCH FELLOWSHIP 167776 LEWIS KATZ SCHOOL OF MEDICINE (JESSICA BEARD) 3440 NORTH BROAD STREET PHILADELPHIA PA 19140 PC RESEARCH FELLOWSHIP 350000 LA PUERTA ABIERTA (JULIA MCINTYRE) N HOWARD STREET PHILADELPHIA PA 19122 PC RESEARCH FELLOWSHIP 165168 CHOP (KALI HACKETT) 1315 WALNUT STREET SUITE 400 PHILADELPHIA PA 19107 PC RESEARCH FELLOWSHIP 18349 TEMPLE (KARISSA PHELPS) 1719 NORTH BROAD STREET PHILADELPHIA PA 19122 PC RESEARCH FELLOWSHIP 17468 DREXEL (LEAH BROGAN) 400 MARKET STREET SUITE 200 PHILADELPHIA PA 19106 PC RESEARCH FELLOWSHIP 27882 GEORGETOWN UNIVERSITY (MEGHAN OGLE) 500 FIRST STREET NW 4TH FL WASHINGTON DC 20001 PC RESEARCH FELLOWSHIP 171796 CENTER FOR BLACK EDUCATOR DEVELOPMENT (MALCOM DAVIS) 7901 HIDDEN LANE ELKINS PARK PA 19027 PC RESEARCH FELLOWSHIP 170272 CHILDREN'S HOSPITAL OF PHILADELPHIA (NADIA DOWCHEN) 2716 SOUTH STREET PHILADELPHIA PA 19146 PC RESEARCH FELLOWSHIP 175000 NICOLE SMITH-KEA 1500 TERRELL ROAD SHADY SIDE MD 20733 I RESEARCH FELLOWSHIP 350000 CHILDREN'S HOSPITAL OF PHILADELPHIA (RUTH ABAYA) 2716 SOUTH STREET PHILADELPHIA PA 19146 PC RESEARCH FELLOWSHIP 308306 SANGEETA PRASEED 1424 CHESTNUT STREET PHILADELPHIA PA 19102 I RESEARCH FELLOWSHIP 63725 THE TRUSTEES OF THE UNIVERSITY OF PA (VINCENT REINA) 3815 WALNUT STREET PHILADELPHIA PA 19104 PC RESEARCH FELLOWSHIP 184654 2352439 14 567851 14 1341363 18 3412296 01 27606 0 5349116 0 5349116 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/AUDIT 22454 0 0 18489 IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $2,248,489 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $100,289,3562. 1.5% OF LINE 1: $1,504,3403. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $2,926,195 (6/30/18), $3,022,727 (6/30/19) AND $3,045,034 (6/30/20) FOR AN AVERAGE OF $2,248,489 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. FORM 990-PF, PAGE 10, PART XV, LINE 2 FORM 990-PF, PAGE 10, PART XV, LINES 2B AND 2DGRANT GUIDELINESTHE STONELEIGH FELLOWSHIP IS DESIGNED TO SUPPORT RESEARCHERS, PRACTITIONERS, AND POLICYMAKERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, CHILD WELFARE, JUVENILE JUSTICE, OR RELATED FIELDS. WE ARE PARTICULARLY INTERESTED IN INDIVIDUALS WHOSE FELLOWSHIP PROPOSAL INVOLVES WORK THAT CROSSES SYSTEMS OR ENHANCES THE COORDINATION OF SERVICE DELIVERY.ACCOMPLISHED PRACTITIONERS, POLICYMAKERS, AND RESEARCHERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, JUVENILE JUSTICE, CHILD WELFARE OR ALLIED FIELDS (E.G. EDUCATION, HEALTH AND BEHAVIORAL HEALTH AS THEY RELATE TO DEPENDENT AND DELINQUENT POPULATIONS) ARE ENCOURAGED TO APPLY. CANDIDATES MIGHT BE PRACTITIONERS IN YOUTH- OR FAMILY-SERVING ORGANIZATIONS OR SYSTEMS, OR POLICYMAKERS, ANALYSTS OR RESEARCHERS WORKING IN NON-PROFIT, GOVERNMENTAL OR ACADEMIC INSTITUTIONS.WE SEEK INDIVIDUALS WHO HAVE:A TRACK RECORD OF ADVOCATING FOR CHANGE IN THE FIELDS OF CHILD WELFARE AND JUVENILE JUSTICE.KNOWLEDGE, UNDERSTANDING, CONTACTS, AND INSTITUTIONAL SUPPORT TO BRING CHANGES TO FRUITION.DEMONSTRATED ABILITY TO DESIGN AND LEAD SYSTEM REFORM.IMAGINATION, TOUGH-MINDEDNESS, AND A FOCUS ON RESULTS.A PASSION FOR THEIR WORK.THE COMMITMENT OF A STRONG PARTNER ORGANIZATION THAT WILL HOST THE FELLOW AND THE PROJECT, PROVIDING BOTH INFRASTRUCTURE AND STRATEGIC ADVICE AND SUPPORT.THE STONELEIGH FELLOWSHIP AWARD IS FLEXIBLE AND TAILORED TO THE NEEDS OF EACH SUCCESSFUL APPLICANT. THE AMOUNT OF THE FINANCIAL AWARD WILL DEPEND ON THE PERSONAL CIRCUMSTANCES OF EACH FELLOW AND PROJECT. AWARDEES ARE EXPECTED TO DEVOTE FULL TIME TO THE STONELEIGH FELLOWSHIP. THEREFORE, EACH AWARD TYPICALLY INCLUDES SALARY, BENEFITS, AND A SMALL STIPEND TO COVER PROJECT-RELATED TRAVEL GOALS. FOR SOME FELLOWS BASED IN ACADEMIC INSTITUTIONS, THE AWARD COVERS A PORTION OF THEIR TIME.BECAUSE OUR FELLOWSHIP SUPPORTS INDIVIDUAL FELLOWS THROUGH SALARY SUPPORT, THEY ARE DETERMINED ON A CASE-BY-CASE BASIS. TO DATE, FELLOWSHIP BUDGETS HAVE FALLEN BETWEEN $80,000-$130,000/YEAR.THE TERM OF THE AWARD VARIES FROM FELLOW-TO-FELLOW BASED ON THE NEEDS OF EACH PROJECT. TO DATE, FELLOWSHIP TERMS HAVE RANGED FROM ONE TO FIVE YEARS. WE HAVE AWARDED ONLY ONE FIVE-YEAR FELLOWSHIP. THE AVERAGE TERM IS THREE YEARS.IN ADDITION TO CANDIDATES' PROFESSIONAL QUALIFICATIONS, STONELEIGH SELECTS FELLOWS BASED ON THE QUALITY OF PROPOSED IDEAS, THE FIT OF PROPOSED PROJECTS WITH THE FOUNDATION'S FOCUS AND GOALS, AND THE LIKELIHOOD THAT THE PROPOSED WORK CAN BE CARRIED OUT EFFECTIVELY. A DIVERSE REVIEW COMMITTEE EVALUATES EACH PROPOSAL. SPECIFIC CRITERIA TO BE USED IN JUDGING PROPOSALS INCLUDE:SIGNIFICANCE: THE PROPOSED WORK EFFECTIVELY ADDRESSES CRITICAL PROGRAM, POLICY OR RESEARCH ISSUES AND THUS IS LIKELY TO IMPROVE THE LIFE OUTCOMES OF YOUTH IMPACTED BY VIOLENCE OR THOSE INVOLVED WITH OR AT RISK OF INVOLVEMENT WITH THE CHILD WELFARE AND JUVENILE JUSTICE SYSTEMS.EFFECTIVENESS: THE PROPOSAL SPECIFICALLY INDICATES HOW THE PROJECT WILL EFFECTIVELY PROMOTE SYSTEMS CHANGE AND HOW IT HAS THE POTENTIAL TO IMPROVE YOUTH OUTCOMES. CANDIDATES INDICATE CLEARLY THEIR PERSONAL EFFECTIVENESS IN BEING ABLE TO CARRY OUT THE WORK.FEASIBILITY: THE SCOPE OF THE PROJECT FITS WITHIN THE TIME AND RESOURCES ALLOTTED BY THE FELLOWSHIP. CANDIDATES INDICATE THAT THEY HAVE THE SUPPORT OF A STRONG PARTNER ORGANIZATION AND REPRESENTATIVES FROM THE PUBLIC SYSTEMS NECESSARY TO ACHIEVE THE PROJECT GOALS. THEY HAVE OTHER FUNDING IF NEEDED.INNOVATION: THE PROPOSED PROJECT CLEARLY ADVANCES STRATEGIES THAT REPRESENT A DEPARTURE FROM STANDARD PRACTICE. IF A CANDIDATE IS APPLYING FOR FUNDS TO CONTINUE AN ONGOING PROJECT, THE PROPOSAL SHOWS HOW THIS FELLOWSHIP WILL SUBSTANTIALLY IMPROVE STANDARD PRACTICE AND WHY STONELEIGH FOUNDATION SUPPORT IS CRITICAL TO ADVANCING THE WORK.MULTI-DISCIPLINARY IMPACT/BREADTH: THE PROPOSED WORK HAS THE POTENTIAL TO BE APPLIED BROADLY AND IMPROVE YOUTH POLICY AND PRACTICE ACROSS A NUMBER OF SYSTEMS AND DISCIPLINES.FIT: THE PROJECT CLEARLY MEETS OUR OVERALL GOALS. THE PROPOSAL AND CANDIDATE CONTRIBUTE TO BUILDING A COMMUNITY OF FELLOWS AND A BODY OF WORK THAT WILL, IN AGGREGATE, ADVANCE THE FIELD. FORM 5471 FILING EXPLANATION PURSUANT TO PAGE 5 OF THE INSTRUCTIONS FOR FORM 5471, ITEM E PLEASE NOTE THE FOLLOWING:THE 2020 FORM 5471 FILING REQUIREMENTS FOR STONELEIGH FOUNDATION HAVE BEEN SATISFIED BY CHARLES P. KEATES, 717 S. COLUMBUS BLVD., APT 1203, PHILADELPHIA, PA 19147, SSN XXX-XX-XXXX, WITH THE FILING OF A CONSOLIDATED FORM 5471 WITH THE IRS SERVICE CENTER IN PHILADELPHIA, PA. CORPORATE BONDS 3145803 3145803 CORPORATE STOCKS 41882816 41882816 EQUITY MUTUAL FUNDS 29648654 29648654 13378344 13378344 0 0 OTHER FMV 17722801 17722801 LEGAL 1989 0 0 1989 BOARD EXPENSES 408 0 0 408 OFFICE SUPPLIES 4289 0 0 10117 IT/NETWORK SUPPORTS 11712 0 0 11712 OTHER EXPENSES 51688 0 0 51688 MEMEBERSHIP FEE 9387 0 0 9387 INSURANCE 2029 0 0 4243 27606 27606 UNREALIZED CHANGE IN ASSETS 23626844 DEFERRED FEDERAL EXCISE TAX 113000 442000 OTHER PROFESSIONAL FEES 20000 0 0 20000 PAYROLL PROCESSING 3104 0 0 3104 INVESTMENT FEES 448251 448241 0 0 STRATEGY ASSESSMENT 0 0 0 0 PAYROLL TAXES 57067 0 0 57067 EXCISE TAXES 393972 0 0 0