ARCADIA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ARCADIA FOUNDATION (EIN 23-6399772)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2021-11-18
- IRS object ID
- 202133229349100708
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-18T10:13:36-08:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232324509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clairmont Paciello & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Tanglewood Lane | AddressLine1Txt |
| City | King of Prussia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236399772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARCADIA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCA | BusinessNameControlTxt |
| Phone | 6102654122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 TANGLEWOOD LANE | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI PATRICK | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORI | PersonFirstNm |
| Person Last | PATRICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI A PATRICK | PreparerPersonNm |
| PTIN | P01310369 | PTIN |
| Phone | 6102654122 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $24,727,748 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $509,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $509,962 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,322,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,358,667 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,322,836 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68,780 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $47 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,901,511 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,832,845 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $97,564 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $97,564 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $33,243 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,507 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $623 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $623 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $151,430 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,798,479 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,798,479 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,949,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,798,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,398 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,691,151 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,854,116 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,202,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,202,905 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $71,876 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $71,876 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $20,369,184 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,450,467 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,450,467 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,496 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,231,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,727,748 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,727,748 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $50,824 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $50,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,180,972 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,727,748 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,180,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,727,748 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,231,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,727,748 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,180,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,398 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,595,174 | OtherIncreasesAmt |
| Subtotal | $24,727,748 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,727,748 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TRADED SECURITIES | P | 2021-09-01 | 2021-09-30 | $497,011 | $413,262 | $83,749 | $83,749 |
| TRADED SECURITIES | P | 2020-09-01 | 2021-09-30 | $4,861,656 | $3,622,636 | $1,239,020 | $1,239,020 |
| ENTERPRISE PRODUCTS K-1 ACTIVITY | P | 2020-09-01 | 2021-09-30 | $134 | $134 | $134 | |
| MAGELLAN MIDSTREAM PARTNERS K-1 ACTIVITY | P | 2020-09-01 | 2021-09-30 | $67 | -$67 | -$67 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,322,836 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,507 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,507 | SubtotalAmt |
| Tax Based On Investment Income | $23,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,719 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,719 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8,788 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI PATRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6102654122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 TANGLEWOOD LANE | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MARKET STREET 36TH FL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BROKER/INVESTMNT ADVISOR | ServiceTypeTxt |
| Compensation | $97,564 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,068,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,249,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,318,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $24,318,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $364,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,953,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,197,685 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,197,685 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,507 | TotalTaxAmt |
| Distributable Before Adj | $1,174,178 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,174,178 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,174,178 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,798,479 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,798,479 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,798,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,174,178 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,283,015 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $996,132 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $323,626 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $663,933 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $769,591 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,036,297 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,798,479 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,174,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $624,301 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,660,598 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,283,015 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,377,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $996,132 | ExcessFromYear4Amt |
| Excess From Year3 | $323,626 | ExcessFromYear3Amt |
| Excess From Year2 | $663,933 | ExcessFromYear2Amt |
| Excess From Year1 | $769,591 | ExcessFromYear1Amt |
| Excess From Current Year | $624,301 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ARCADIA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 99 | AddressLine1Txt |
| City | GLENSIDE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190380099 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2158872201 | RecipientPhoneNum |
| Recipient Email Address | LANDMAN.ARCADIAFDN@ICLOUD.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | 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 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION ACCEPTED BETWEEN SEPT 1 AND OCT 15 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENT ORGANIZATIONS ARE LIMITED TO THOSE WITH A ZIP CODE IN THE 18000'S AND 19000'S | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| EASTER SEAL | |||||
| 3975 CONSHOHOCKEN AVE | PHILADELPHIA | PA | 19131 | NO RESTRICTIONS | $17,479 |
| ELMWOOD PARK ZOO | |||||
| 1661 HARDING BLVD | NORRISTOWN | PA | 19401 | NO RESTRICTIONS | $500,000 |
| MONTGOMERY COUNTY FOUNDATION | |||||
| 4 SENTY PARKWAY EAST | BLUE BELL | PA | 19422 | NO RESTRICTIONS | $15,000 |
| MUNICIPALITY OF NORRISTOWN | |||||
| 235 EAST AIRY STREET | NORRISTOWN | PA | 19401 | NO RESTRICTIONS | $20,000 |
| PHILADELPHIA ZOO | |||||
| 3400 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19104 | NO RESTRICTIONS | $500,000 |
| STONY CREEK ANGLERS | |||||
| PO BOX 566 | EAGLEVILLE | PA | 19408 | NO RESTRICTIONS | $10,000 |
| THE GERMAN SOCIETY OF PA | |||||
| 611 SPRING GARDEN STREET | PHILADELPHIA | PA | 19123 | NO RESTRICTIONS | $12,500 |
| THE PHILADELPHIA PROTESTANT HOME | |||||
| 6401 MARTINS MILL ROAD | PHILADELPHIA | PA | 19111 | NO RESTRICTIONS | $81,500 |
| AARK WILDLIFE REHAB EDUCATION CENTE | |||||
| 1531 UPPER STUMP ROAD | CHALFONT | PA | 18914 | NO RESTRICTIONS | $25,000 |
| CAIRN UNIVERSITY | |||||
| 200 MANOR AVENUE | LANGHORNE | PA | 19047 | NO RESTRICTIONS | $50,000 |
| CEDAR CREST COMMNUNITY COLLEGE | |||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | NO RESTRICTIONS | $50,000 |
| COMMUNITY MUSIC SCHOOL OF COLLEGEVI | |||||
| 775 W MAIN STREET | TRAPPE | PA | 19426 | NO RESTRICTIONS | $7,500 |
| GREATER NORRISTOWN ART LEAGUE | |||||
| 800 WEST GERMANTOWN PIKE | EAST NORRITON | PA | 19403 | NO RESTRICTIONS | $5,000 |
| MUSEUM OF THE AMERICAN REVOLUTION | |||||
| 101 SOUTH 3RD STREET | PHILADELPHIA | PA | 19106 | NO RESTRICTIONS | $25,000 |
| PHILADELPHIA MUSEUM OF ART LIBRARY | |||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | NO RESTRICTIONS | $250,000 |
| PLYMOUTH MEETING FRIENDS SCHOOL | |||||
| 2150 BUTLER PIKE | PLYMOUTH MEETING | PA | 19462 | NO RESTRICTIONS | $50,000 |
| UPPER DUBLIN LIBRARY | |||||
| 520 VIRGINIA DRIVE | FORT WASHINGTON | PA | 19034 | NO RESTRICTIONS | $25,000 |
| WOODMERE ART MUSEUM | |||||
| 9201 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | NO RESTRICTIONS | $20,000 |
| LANKENAU INSTITUTE FOR MEDICAL RESE | |||||
| 100 EAST LANCASTER AVENUE | WYNNEWOOD | PA | 19096 | NO RESTRICTIONS | $12,000 |
| 1812 PRODUCTIONS | |||||
| 2329 SOUTH 3RD STREET | PHILADELPHIA | PA | 19148 | NO RESTRICTIONS | $25,000 |
| ARDEN THEATRE COMPANY | |||||
| 40 NORTH 2ND STREET | PHILADLEPHIA | PA | 19106 | NO RESTRICTIONS | $15,000 |
| PEOPLE'S LIGHT THEATRE | |||||
| 39 CONESTOGA ROAD | MALVERN | PA | 19355 | NO RESTRICTIONS | $50,000 |
| CRADLES TO CRAYONS | |||||
| 4700 WISSAHICKON AVENUE | PHILADELPHIA | PA | 19144 | NO RESTRICTIONS | $10,000 |
| HABITAT FOR HUMANITY | |||||
| 1829 N 19TH STREET | PHILADELPHIA | PA | 19121 | NO RESTRICTIONS | $15,000 |
| MARTHA'S CHOICE MARKETPLACE | |||||
| 353 EAST JOHNSON HIGHWAY | NORRISTOWN | PA | 19401 | NO RESTRICTIONS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,798,479 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $509,962 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,322,769 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,901,511 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,901,511 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 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. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $20,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST INCOME | Desc |
| BOY Book Value | $8,496 | BOYBookValueAmt |
| EOY Book Value | $2,500 | EOYBookValueAmt |
| EOYFMV | $2,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $623 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $623 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $68,780 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $47 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN MARKET VALUE OVER BASIS OF SECURITIES OWNED | Desc |
| Amt | $1,595,174 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $97,564 | Amt |
| Net Investment Income | $97,564 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX FORM 990PF (F/Y 9/30/21) | $23,507 | $23,507 |
| EXCISE TAX FORM 990T(F/Y 9/30/21) | $9,736 |
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