2021-07-29T13:44:14-05:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 273420282 THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE % Foundation Source CEDA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 CLIFFORD HAUGEN PRESIDENT 8008391754 2021-07-23 true CLIFFORD HAUGEN 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 47056574 X 0 X 875 875 660434 660434 357562 6750851 374722 65969 1084840 1036031 0 304282 146923 157359 13771 1352 1352 110 110 109606 167 71067 429121 147090 229888 1496477 1496477 1925598 147090 1726365 -840758 888941 573674 380400 380400 36351399 35613146 44437862 2147543 2238312 2238312 39072616 38231858 47056574 0 0 X 39072616 38231858 39072616 38231858 39072616 38231858 39072616 -840758 38231858 38231858 Publicly-traded Securities 6750851 6376129 374722 374722 374722 12356 12356 12356 12453 0 12453 X 97 97 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false Laura W Brewer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Clifford Haugen Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 2.0 0 0 0 W Dean Karrash Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, VP 1.0 0 0 0 John T Lawton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Diana Loukedis Doherty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 BLB&B Advisors LLC PO Box 1010 MONTGOMERYVILLE PA 18936 Investment Mgmt 146923 BLB&B Holdings LLC PO Box 1010 Montgomeryville PA 18936 Philanthropic 121201 Foundation Source 55 Walls Drive 3rd Floor Fairfield CT 06824 Administrative 62975 37168795 548494 2238313 39955602 0 39955602 599334 39356268 1967813 1967813 12356 12356 1955457 1955457 1955457 1726365 0 0 0 0 1726365 0 1726365 1955457 1332802 2018 2017 2016 1726365 1332802 393563 0 0 1561894 0 0 NONE FOUNDATION SOURCE 501 silverside road suite 123 wilmington DE 19809 thuete@foundationsource.com https://blbb.com/charitable/#grants https://blbb.com/charitable/#grants BLBB Charitable supports initiatives that help people discover their true and full potential through educational and leadership opportunities mainly in the Greater Philadelphia region. BLBB Charitable also promotes the charitable giving and community service efforts of the partners and employees of BLB&B Advisors, LLC by providing matching fund and volunteer incentive grants for community leadership. BLBB Charitable does not accept unsolicited full proposals, but for information about submission of letters of intent and additional information about giving areas, please go to: https://blbb.com/charitable/. ACHIEVEABILITY 21 S 61ST ST PHILADELPHIA PA 19139 N/A PC General & Unrestricted 20247 ACHIEVEABILITY 21 S 61ST ST PHILADELPHIA PA 19139 N/A PC Family Self-Sufficiency Program 25000 ACT II PLAYHOUSE LTD 56 E BUTLER AVE AMBLER PA 19002 N/A PC General & Unrestricted 5000 ALL HALLOWS EPISCOPAL CHURCH 262 BENT RD WYNCOTE PA 19095 N/A PC General & Unrestricted 11000 AMBLER THEATER INC 91 E COURT ST DOYLESTOWN PA 18901 N/A PC General & Unrestricted 10300 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER ST 11TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 300 AMERICAN LUNG ASSOCIATION OF THE MID-ATLANTIC 3001 OLD GETTYSBURG RD CAMP HILL PA 17011 N/A PC General & Unrestricted 200 ARCHBISHOP RYAN HIGH SCHOOL 11201 ACADEMY RD PHILADELPHIA PA 19154 N/A PC The Boccella Family Scholarship Fund 3000 BERKS COUNTY COMMUNITY FOUNDATION INC 237 COURT ST READING PA 19601 N/A PC The Military Assistance Fund 2000 BOWDOIN COLLEGE 3530 COLLEGE STA BRUNSWICK ME 04011 N/A PC Walter Cranston Brewer Fund 3000 BRAVE HEARTS FOR STRONG MINDS PO BOX 564 FT WASHINGTON PA 19034 N/A PC Charitable Event 2500 BUCKNELL UNIVERSITY 301 MARKET ST STE 2 LEWISBURG PA 17837 N/A PC in support of student athletic leadership development 7500 BUCKS COUNTY CHORAL SOCIETY INC 252 W SWAMP RD STE 5 DOYLESTOWN PA 18901 N/A PC Fall Concerts 2019, 2020, 2021 6500 BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM 84 S PINE ST DOYLESTOWN PA 18901 N/A PC General & Unrestricted 10000 BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM 84 S PINE ST DOYLESTOWN PA 18901 N/A PC Charitable Event 5000 BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM 84 S PINE ST DOYLESTOWN PA 18901 N/A PC Experiential Learning Academy at Mercer Museum & Fonthill Castle 15000 BUCKS COUNTY OPPORTUNITY COUNCIL INC 100 DOYLE ST DOYLESTOWN PA 18901 N/A PC General & Unrestricted 20000 BUCKS COUNTY OPPORTUNITY COUNCIL INC 100 DOYLE ST DOYLESTOWN PA 18901 N/A PC Economic Self-Sufficiency Program 25000 BUCKS-MONT COLLABORATIVE PO BOX 66 HARLEYSVILLE PA 19438 N/A PC General & Unrestricted 5000 BUILDING A BRIDGE TO UGANDA 2617 HUNTINGDON PIKE HUNTINGDON VY PA 19006 N/A PC General & Unrestricted 2000 CAMP TECUMSEH 975 MOULTONBORO NECK RD MOULTONBORO NH 03254 N/A PC General & Unrestricted 5000 CAMP TECUMSEH 975 MOULTONBORO NECK RD MOULTONBORO NH 03254 N/A PC Blue-Gray Fund 5000 CAMPAIGN LEGAL CENTER INC 1101 14TH ST NW STE 400 WASHINGTON DC 20005 N/A PC General & Unrestricted 600 CARROLL COUNTY YMCA-CAMP HUCKINS 17 CAMP HUCKINS RD FREEDOM NH 03836 N/A PC Annual Camper Scholarship Fund and for the Annual Fund 4000 CENTER SCHOOL 2450 HAMILTON AVE ABINGTON PA 19001 N/A PC General & Unrestricted 2500 CHESTER COUNTY FOOD BANK 650 PENNSYLVANIA DR EXTON PA 19341 N/A PC General & Unrestricted 800 CHILDREN SCHOLARSHIP FUND PHILADELPHIA 100 S BROAD ST STE 1200 PHILADELPHIA PA 19110 N/A PC Charitable Event 5000 CHINCOTEAGUE ISLAND LIBRARY INC 4077 MAIN ST CHINCOTEAGUE VA 23336 N/A PC General & Unrestricted 2400 COLUMBIA COLLEGE OF COLUMBIA UNIVERSITY 475 RIVERSIDE DR RM 917 NEW YORK NY 10115 N/A PC General & Unrestricted 200 COMMUNITY LEARNING CENTER 2701 N BROAD ST PHILADELPHIA PA 19132 N/A PC General & Unrestricted 200 COMMUNITY PARTNERSHIP SCHOOL 3033 W GLENWOOD AVE PHILADELPHIA PA 19121 N/A PC General & Unrestricted 31500 COUNTY THEATER INC 91 E COURT ST DOYLESTOWN PA 18901 N/A PC General & Unrestricted 15000 COUNTY THEATER INC 91 E COURT ST DOYLESTOWN PA 18901 N/A PC expansion project: external sidewalk 10000 CRADLE OF HOPE INC 1657 THE FAIRWAY JENKINTOWN PA 19046 N/A PC General & Unrestricted 1000 CUREGRIN FOUNDATION 5732 REGAL OAK LN PARKER CO 80134 N/A PC 25 days of Tristan Campaign 1000 DELTA COMMUNITY SUPPORTS INC 1777 SENTRY PKWY W BLUE BELL PA 19422 N/A PC General & Unrestricted 5000 ED SNIDER YOUTH HOCKEY FOUNDATION 3601 S BROAD ST PHILADELPHIA PA 19148 N/A PC General & Unrestricted 20000 ED SNIDER YOUTH HOCKEY FOUNDATION 3601 S BROAD ST PHILADELPHIA PA 19148 N/A PC Snider Hockey After School Excellence Program 25000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 N/A PC General & Unrestricted 206 FIRST UNITED CHURCH OF CHRIST 151 S 4TH ST QUAKERTOWN PA 18951 N/A PC General & Unrestricted 2000 FRIENDS COUNCIL ON EDUCATION 1507 CHERRY ST PHILADELPHIA PA 19102 N/A PC INSTITUTIONAL STRATEGY and ECONOMICS OF MULTI-CAMPUS INDEPENDENT SCHOOLS: IDENTIFYING STRATEGIC MODELS AND SCHOOLS THAT SUCCEED 28333 FRIENDS OF BRIAR BUSH 1212 EDGE HILL RD ABINGTON PA 19001 N/A PC General & Unrestricted 7000 FRIENDS OF BRIAR BUSH 1212 EDGE HILL RD ABINGTON PA 19001 N/A PC Charitable Event 5000 GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI PO BOX 502 AMBLER PA 19002 N/A PC General & Unrestricted 7000 GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI PO BOX 502 AMBLER PA 19002 N/A PC financial aid support for GOTR participants in local schools 7500 GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI PO BOX 502 AMBLER PA 19002 N/A PC Girls on the Run Expansion into Norristown School district 15000 GWYNEDD-MERCY ACADEMY 1345 SUMNEYTOWN PIKE GWYNEDD VALLEY PA 19437 N/A PC Expanded Girls Leadership Curriculum 10000 HOLY GHOST PREPARATORY SCHOOL 2429 BRISTOL PIKE BENSALEM PA 19020 N/A PC Ice Hockey Program 200 HOLY TRINITY EVANGELICAL LUTHERAN CHURCH 2086 PARKVIEW AVE ABINGTON PA 19001 N/A PC General & Unrestricted 6000 INTER-FAITH HOUSING ALLIANCE 31 S SPRING GARDEN ST AMBLER PA 19002 N/A PC Charitable Event 2000 J WOOD PLATT CADDIE SCHOLARSHIP TRUST 1974 SPROUL RD STE 400 BROOMALL PA 19008 N/A PC Empower Mentoring Program 5000 JDRF INTERNATIONAL 555 CROTON RD STE 111 KING OF PRUSSIA PA 19406 N/A PC General & Unrestricted 200 JUNIATA COLLEGE 1700 MOORE ST HUNTINGDON PA 16652 N/A PC General & Unrestricted 2000 JUNIOR LEAGUE OF PHILADELPHIA INC 27 W LANCASTER AVE ARDMORE PA 19003 N/A PC General & Unrestricted 1000 LA SALLE COLLEGE HIGH SCHOOL 8605 CHELTENHAM AVE WYNDMOOR PA 19038 N/A PC General & Unrestricted 5000 LA SALLE COLLEGE HIGH SCHOOL 8605 CHELTENHAM AVE WYNDMOOR PA 19038 N/A PC The David Program 200 LEWY BODY DEMENTIA ASSOCIATION INC 912 KILLIAN HILL SW LILBURN GA 30047 N/A PC General & Unrestricted 200 LGBT ELDER INITIATIVE 1500 JFK BLVD STE 1500 PHILADELPHIA PA 19102 N/A PC Charitable Event 10000 LIBERTY LUTHERAN SERVICES 7002 BUTLER PIKE AMBLER PA 19002 N/A PC General & Unrestricted 5000 MANNA ON MAIN STREET 606 E MAIN ST STE 1001 LANSDALE PA 19446 N/A PC General & Unrestricted 400 MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL 1325 UPPER STATE RD NORTH WALES PA 19454 N/A PC scholarship fund 2000 MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL 1325 UPPER STATE RD NORTH WALES PA 19454 N/A PC Innovation Lab project 15000 MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL 1325 UPPER STATE RD NORTH WALES PA 19454 N/A PC Innovation Lab proiect 10000 MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL 1325 UPPER STATE RD NORTH WALES PA 19454 N/A PC School Capital Campaign 2500 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC General & Unrestricted 45000 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC Charitable Event 10000 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC Professional Development for Meadowbrook Faculty 17500 MERCY VOCATIONAL HIGH SCHOOL SISTERS OF MERCY - ME 2900 W HUNTING PARK AVE PHILADELPHIA PA 19129 N/A PC General & Unrestricted 2000 MID ATLANTIC CHRISTIAN MINISTRIES 195 MINE RUN RD SCHWENKSVILLE PA 19473 N/A PC General & Unrestricted 10000 MID ATLANTIC CHRISTIAN MINISTRIES 195 MINE RUN RD SCHWENKSVILLE PA 19473 N/A PC Charitable Event 2000 MIGHTY WRITERS 1501 CHRISTIAN ST PHILADELPHIA PA 19146 N/A PC General & Unrestricted 1000 MONTGOMERY COUNTY FOUNDATION INC 4 SENTRY PKWY STE 302 BLUE BELL PA 19422 N/A PC General Support for the MontCoPA COVID-19 Response Fund 200 MONTGOMERY COUNTY FOUNDATION INC 4 SENTRY PKWY STE 302 BLUE BELL PA 19422 N/A PC MontCoPA COVID-19 Response Fund 25000 MOUNT SAINT JOSEPH ACADEMY 120 W WISSAHICKON AVE FLOURTOWN PA 19031 N/A PC Mount Crew Program, and Mount Fund 5000 MOUNT ST JOSEPH ACADEMY 120 W WISSAHICKON AVE FLOURTOWN PA 19031 N/A PC Mount Crew Team Franklin Award 1000 MOUNT ST JOSEPH ACADEMY 120 W WISSAHICKON AVE FLOURTOWN PA 19031 N/A PC Sister Kathleen Endowment Fund 1600 NEW LIFE PRESBYTERIAN CHURCH OF GLENSIDE 467 N EASTON RD GLENSIDE PA 19038 N/A PC General & Unrestricted 2550 NEWTOWN ROCK SOFTBALL ASSOCIATION PO BOX 756 NEWTOWN PA 18940 N/A PC General & Unrestricted 1000 NIAGARA UNIVERSITY INSTITUTIONAL ADVANCEMENT DEPARTMEN NIAGARA UNIVERSITY NY 14109 N/A PC Men's Ice Hockey Program 200 PEGASUS THERAPEUTIC RIDING ACADEMY INC 8297 BUSTLETON AVE PHILADELPHIA PA 19152 N/A PC General & Unrestricted 200 PENNSYLVANIA CPA FOUNDATION 1801 MARKET ST STE 2400 PHILADELPHIA PA 19103 N/A SO I General & Unrestricted 5000 PENNYPACK ECOLOGICAL RESTORATION TR 2955 EDGE HILL RD HUNTINGDON VY PA 19006 N/A PC Charitable Event 25000 PENNYPACK ECOLOGICAL RESTORATION TR 2955 EDGE HILL RD HUNTINGDON VY PA 19006 N/A PC Ecological Internship Program 20000 PENNYPACK ECOLOGICAL RESTORATION TR 2955 EDGE HILL RD HUNTINGDON VY PA 19006 N/A PC tree planting program at the reserve 5000 PHILABUNDANCE 3616 S GALLOWAY ST PHILADELPHIA PA 19148 N/A PC General & Unrestricted 3500 PHILADELPHIA INDEPENDENT MISSION SCHOOLS 120 S WARNER RD STE 200 KNG OF PRUSSA PA 19406 N/A PC Chromebook Drive 500 PHILADELPHIA OUTWARD BOUND CENTER 3401 RESERVOIR DR PHILADELPHIA PA 19121 N/A PC General & Unrestricted 20000 PHILADELPHIA OUTWARD BOUND CENTER 3401 RESERVOIR DR PHILADELPHIA PA 19121 N/A PC Charitable Event 5000 PHILANTHROPY NETWORK GREATER PHILADELPHIA 230 S BROAD ST STE 402 PHILADELPHIA PA 19102 N/A PC General & Unrestricted 25000 PHILANTHROPY NETWORK GREATER PHILADELPHIA 230 S BROAD ST STE 402 PHILADELPHIA PA 19102 N/A PC Greater Philadelphia Extracurricular Collaborative (GPEC) 5000 PHOEBE DEVITT HOMES 1925 W TURNER ST ALLENTOWN PA 18104 N/A PC General & Unrestricted 9000 PRESBYTERIAN CHURCH OF CHESTNUT HILL 8855 GERMANTOWN AVE PHILADELPHIA PA 19118 N/A PC Cindy Jarvis Endowment Fund 5000 RADNOR HISTORICAL SOCIETY 113 W BEECHTREE LN WAYNE PA 19087 N/A PC General & Unrestricted 200 REBUILDING TOGETHER PHILADELPHIA PO BOX 42752 PHILADELPHIA PA 19101 N/A PC General & Unrestricted 1276 REGINA COELI ACADEMY 1525 MARIAN RD ABINGTON PA 19001 N/A PC General & Unrestricted 14000 REGINA COELI ACADEMY 1525 MARIAN RD ABINGTON PA 19001 N/A PC general operating support 15000 RIVERWOOD THERAPEUTIC RIDING CENTER INC 6825 ROLLING VIEW DR TOBACCOVILLE NC 27050 N/A PC General & Unrestricted 2000 ROBERT JAMES LEONARD FOUNDATION INC PO BOX 1138 DOYLESTOWN PA 18901 N/A PC General & Unrestricted 5000 ROCHESTER INSTITUTE OF TECHNOLOGY 46 LOMB MEMORIAL DR ROCHESTER NY 14623 N/A PC Men's Ice Hockey 200 SHARING FOUNDATION PO BOX 600 CONCORD MA 01742 N/A PC General & Unrestricted 2000 SILVER SPRINGS MARTIN LUTHER SCHOOL 512 W TOWNSHIP LINE RD PLYMOUTH MEETING PA 19462 N/A PC General & Unrestricted 10000 SILVER SPRINGS MARTIN LUTHER SCHOOL 512 W TOWNSHIP LINE RD PLYMOUTH MEETING PA 19462 N/A PC toward the cost of the merger of Silver Springs - Martin Luther School and The Village 75000 SQUASH SMARTS INC 3890 N 10TH ST PHILADELPHIA PA 19140 N/A PC General Operating Support for Academic Enrichment Programs 25000 ST AUGUSTINE FRIARY 214 ASHWOOD RD VILLANOVA PA 19085 N/A PC General & Unrestricted 280 ST BALDRICKS FOUNDATION INC 1333 S MAYFLOWER AVE STE 400 MONROVIA CA 91016 N/A PC General & Unrestricted 200 ST JOSEPHS PREPARATORY SCHOOL 1733 W GIRARD AVE PHILADELPHIA PA 19130 N/A PC General & Unrestricted 200 ST MARTHAS ROMAN CATHOLIC CHURCH 11301 ACADEMY RD PHILADELPHIA PA 19154 N/A PC STREAM Program 3500 ST THOMAS CHURCH WHITEMARSH 7020 CAMP HILL RD FORT WASHINGTON PA 19034 N/A PC General & Unrestricted 2000 STARFINDER FOUNDATION 4015 MAIN ST PHILADELPHIA PA 19127 N/A PC General & Unrestricted 24000 STARFINDER FOUNDATION 4015 MAIN ST PHILADELPHIA PA 19127 N/A PC Charitable Event 3000 STARFINDER FOUNDATION 4015 MAIN ST PHILADELPHIA PA 19127 N/A PC Charitable Event 1000 TEMPLE UNIVERSITY TASB 3RD FL 1852 N 10TH ST PHILADELPHIA PA 19122 N/A PC Temple Athletics- Men's Crew 500 THE CENTER FOR AQUATIC SCIENCES INC 1 RIVERSIDE DR CAMDEN NJ 08103 N/A PC General & Unrestricted 500 THE CITY SCHOOL 4115 BALTIMORE AVE PHILADELPHIA PA 19104 N/A PC General & Unrestricted 4000 THE COMMITTEE OF SEVENTY 123 S BROAD ST PHILADELPHIA PA 19109 N/A PC General & Unrestricted 2500 THE COMMITTEE OF SEVENTY 123 S BROAD ST PHILADELPHIA PA 19109 N/A PC Charitable Event 5000 THE ELLIS FOUNDATION PO BOX 54 FORT SCOTT KS 66701 N/A PC General & Unrestricted 160000 THE ELLIS FOUNDATION PO BOX 54 FORT SCOTT KS 66701 N/A PC BLBB Charitable CFP Scholarship fund at Temple University 16000 THE NAVIGATORS PO BOX 6000 COLORADO SPRINGS CO 80904 N/A PC General & Unrestricted 800 TRAVIS MANION FOUNDATION 164 E STATE ST DOYLESTOWN PA 18901 N/A PC Charitable Event 5000 TRAVIS MANION FOUNDATION 164 E STATE ST DOYLESTOWN PA 18901 N/A PC Ambassador Course: Online training and Communication platform 25000 TRICOUNTY COMMUNITY NETWORK INC 724 N ADAMS ST STE 203 POTTSTOWN PA 19464 N/A PC Montgomery County Anti Hunger Network 5000 TRUSTEES OF THE PUBLIC SCHOOL OF GERMANTOWN PO BOX 287 FT WASHINGTON PA 19034 N/A PC General & Unrestricted 1000 TRUSTEES OF THE PUBLIC SCHOOL OF GERMANTOWN PO BOX 287 FT WASHINGTON PA 19034 N/A PC GA Annual Fund 17000 TRUSTEES OF THE SMITH COLLEGE 23 ELM ST NORTHAMPTON MA 01063 N/A PC General & Unrestricted 1000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST 433 FRANKLIN BLDG PHILADELPHIA PA 19104 N/A PC Jerome Fisher Program in Management & Technology 1000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe 2929 WALNUT ST STE 300 PHILADELPHIA PA 19104 N/A PC support of the Penn Football Program 2500 TURNING POINTS FOR CHILDREN 415 S 15TH ST PHILADELPHIA PA 19146 N/A PC General & Unrestricted 200 TURNING POINTS FOR CHILDREN 415 S 15TH ST PHILADELPHIA PA 19146 N/A PC Charitable Event 2500 UNIVERSITY OF MARY WASHINGTON FOUNDATION JEPSON ALUMNI EXECUTIVE CTR 1119 HA FREDERICKSBURG VA 22401 N/A PC General & Unrestricted 200 UNIVERSITY OF SAINT KATHERINE 1637 CAPALINA RD SAN MARCOS CA 92069 N/A PC Girls Volleyball 200 UPPER DUBLIN EDUCATION FOUNDATION 1580 FORT WASHINGTON AVE MAPLE GLEN PA 19002 N/A PC General & Unrestricted 300 VANDERBILT UNIVERSITY PMB 407727 2301 VANDERBILT PL NASHVILLE TN 37240 N/A PC Vanderbilt Law School 10000 VISITATION BLESSED VIRGIN MARY PARISH 196 N TROOPER RD NORRISTOWN PA 19403 N/A PC General & Unrestricted 5000 VITA EDUCATION SERVICES INC 8 E COURT ST DOYLESTOWN PA 18901 N/A PC General & Unrestricted 5000 West Deptford High School 1600 OLD CROWN POINT RD WEST DEPTFORD NJ 08093 N/A GOV Boys soccer leadership program 1000 West Deptford High School 1600 OLD CROWN POINT RD WEST DEPTFORD NJ 08093 N/A GOV Leadership Training for the Boys' Soccer Program 4500 WHITEMARSH FOUNDATION PO BOX 538 LAFAYETTE HL PA 19444 N/A PC Charitable Event 2500 WHY NOT PROSPER INC 717 E CHELTEN AVE PHILADELPHIA PA 19144 N/A PC General & Unrestricted 10000 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN RD MEDIA PA 19063 N/A PC General & Unrestricted 11000 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN RD MEDIA PA 19063 N/A PC Alumni Relations and Student Education on Finance and Philanthropy 147376 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN RD MEDIA PA 19063 N/A PC Educational Materials for students 1409 Wissahickon High School 521 HOUSTON RD Ambler PA 19002 N/A GOV Jeff Madden Scholarship Award 2000 WISSAHICKON VALLEY WATERSHED ASSOCIATION INC 12 MORRIS RD AMBLER PA 19002 N/A PC General & Unrestricted 5000 WISSAHICKON VALLEY WATERSHED ASSOCIATION INC 12 MORRIS RD AMBLER PA 19002 N/A PC Charitable Event 10000 WISSAHICKON VALLEY WATERSHED ASSOCIATION INC 12 MORRIS RD AMBLER PA 19002 N/A PC Education & Engagement Programs 25000 WOMENS RESOURCE CENTER PO BOX 596 WAYNE PA 19087 N/A PC General & Unrestricted 5500 WOMENS WAY 123 S BROAD ST PHILADELPHIA PA 19109 N/A PC Financial Coaching Program 50000 WYNCOTE CHURCH HOME 208 FERNBROOK AVE WYNCOTE PA 19095 N/A PC General & Unrestricted 1000 WYNDCROFT SCHOOL 1395 WILSON ST POTTSTOWN PA 19464 N/A PC for the Annual Fund; and for Faculty Professional Development 11000 YOUNG LIFE 223 WOODLYN AVE GLENSIDE PA 19038 N/A PC General & Unrestricted 8000 YOUNG LIFE 223 WOODLYN AVE GLENSIDE PA 19038 N/A PC operating support for part-time staff to run Young Life in Abington Schools project 10000 YOUNG LIFE 223 WOODLYN AVE GLENSIDE PA 19038 N/A PC Charitable Event 15000 YOUNG LIFE 223 WOODLYN AVE GLENSIDE PA 19038 N/A PC Liberty Region 7400 YOUNG LIFE 223 WOODLYN AVE GLENSIDE PA 19038 N/A PC Young Life Montgomery County (PA-24) 1000 1496477 14 875 14 660434 18 357562 INCOME FROM LIFE INSURANCE 01 65969 1084840 1084840 false false false false false false false false false false Laura W Brewer *Laura W Brewer, Vice President/Director of The Cedarcrest Charitable Foundation AKA BLBB Charitable (the "Foundation"), is a managing member of BLB&B Holdings, LLC, which is the sole owner of BLB&B Advisors, LLC, a disqualified person which provides Investment management and philanthropic services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $146,923 for Investment management and $121,201 for philanthropic services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment management and Philanthropic firm billed the Foundation at or below the rate it charges its other clients. Clifford Haugen *Clifford Haugen, President/Director of The Cedarcrest Charitable Foundation AKA BLBB Charitable (the "Foundation"), is a managing member of BLB&B Holdings, LLC, which is the sole owner of BLB&B Advisors, LLC, and is president of BLB&B Advisors, LLC, a disqualified person which provides Investment management and Philanthropic services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $146,923 for Investment management and $121,201 for philanthropic services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment management and Philanthropic firm billed the Foundation at or below the rate it charges its other clients. W Dean Karrash *W Dean Karrash, Vice President/Director/Secretary of The Cedarcrest Charitable Foundation AKA BLBB Charitable (the "Foundation"), is the CFO and a managing member of BLB&B Holdings, LLC, which is the sole owner of BLB&B Advisors, LLC, and is CFO of BLB&B Advisors, LLC, a disqualified person which provides Investment management and Philanthropic services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $146,923 for Investment management and $121,201 for philanthropic services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment management and Philanthropic firm billed the Foundation at or below the rate it charges its other clients. John T Lawton *John T Lawton, Vice President/Director of The Cedarcrest Charitable Foundation AKA BLBB Charitable (the "Foundation"), is the CEO and a managing member of BLB&B Holdings, LLC, which is the sole owner of BLB&B Advisors, LLC, a disqualified person which provides Investment management and Philanthropic services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $146,923 for Investment management and $121,201 for philanthropic services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment management and Philanthropic firm billed the Foundation at or below the rate it charges its other clients. ALPHABET INC CL A 282305 431149 AMAZON COM 385397 491796 AMERICAN TOWER REIT INC 261641 306163 APPLE INC 366595 992389 ASTRAZENECA 162633 219556 AT&T, INC 240434 241181 BLACKROCK INC 230321 352833 COMCAST CORP 335220 392476 COSTCO WHOLESALE CORPORATION 177725 282962 CSX CORP 299008 373436 CVS CAREMARK CORP 295884 269785 D R HORTON 111896 207380 DANAHER CORP 141738 304332 DOLLAR GENERAL CORP 132744 228596 ECOLAB INC 239461 251194 INTEL CORP 393343 489880 ISHARE SP SMALL CAP 600 INDEX 7411806 8895185 JOHNSON & JOHNSON 193311 225840 JP MORGAN CHASE 338683 399635 LORD ABBETT ULTRA SHORT BOND I 891189 891729 MCDONALD'S CORP 272017 280671 MICROSOFT CORP 560358 952625 NEXTERA ENERGY, INC 232578 388836 NVIDIA CORP 109479 353529 PNC FINANCIAL GROUP INC 327852 350746 PROCTER GAMBLE CO 177466 239877 S&P GLOBAL INC COM 181583 253451 SCHWAB US MID CAP 9075823 11429969 SELECT SECTOR SPDR ENERGY FUND 145924 140457 SELECT SECTOR SPDR INDUSTRIAL 329989 330026 SHERWIN-WILLIAMS CO 155127 165355 STRYKER CORPORATION 224382 295273 TARGET CORPORATION 69851 177766 TYSON FOODS INC CL A 246930 241586 VANGUARD FTSE DEVELOPED MARKET 1971807 2149188 VANGUARD FTSE EMERGING MARKETS 7409219 8640367 VISA INC 471375 699499 WALT DISNEY HOLDINGS CO 292254 482482 WASTE MANAGEMENT INC 314879 324072 ZOETIS INC 152919 294590 LIFE INSURANCE - AG #A10127585 160901 160901 LIFE INSURANCE - LINCOLN #6590 368059 368059 LIFE INSURANCE - NY LIFE #4541 1709352 1709352 Administrative Fees 62975 62975 Bank Charges 167 167 Foundation Dues & Memberships 6750 6750 Indemnification Insurance 1187 1187 Life Insurance Premium 38372 Office Supplies 91 91 Postage/Delivery Service 24 24 State or Local Filing Fees 25 25 Website Hosting/Support 15 15 INCOME FROM LIFE INSURANCE 65969 INVESTMENT MANAGEMENT SERVICES 146923 146923 PHILANTHROPIC CONSULTING SVCS 156034 156034 WEBSITE DEVELOPMENT 1325 1325 990-PF Estimated Tax for 2020 12100 990-PF Extension for 2019 1671