2021-11-18T10:13:36-08:00 2021-09-30 232324509 Clairmont Paciello & Co PC 250 Tanglewood Lane King of Prussia PA 19406 990PF 2020-10-01 236399772 THE ARCADIA FOUNDATION ARCA 6102654122 250 TANGLEWOOD LANE KING OF PRUSSIA PA 19406 LORI PATRICK Treasurer 2021-11-18 true LORI PATRICK 999009999 LORI A PATRICK P01310369 6102654122 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 24727748 X X 509962 509962 1322769 5358667 1322836 68780 47 1901511 1832845 20000 20000 97564 97564 33243 23507 623 623 151430 141694 0 1798479 1798479 1949909 141694 1798479 -48398 1691151 2854116 3202905 3202905 71876 71876 20369184 21450467 21450467 8496 2500 2500 23231796 24727748 24727748 50824 50824 0 X 23180972 24727748 23180972 24727748 23231796 24727748 23180972 -48398 1595174 24727748 24727748 TRADED SECURITIES P 2021-09-01 2021-09-30 497011 413262 83749 83749 TRADED SECURITIES P 2020-09-01 2021-09-30 4861656 3622636 1239020 1239020 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 1322836 23507 23507 23507 14719 14719 8788 false false false false false true true false true true PA true false false false false true N/A LORI PATRICK 6102654122 250 TANGLEWOOD LANE KING OF PRUSSIA PA 19406 false false false false false false false false false false false false false false false false false false false false false false BETTE E LANDMAN 2363 OAKDALE AVENUE GLENSIDE PA 19038 President 0.00 0 LORI PATRICK 250 TANGLEWOOD LANE KING OF PRUSSIA PA 19406 Treasurer 0.00 0 KEVIN WARD 710 FAITH DRIVE EAST NORRITON PA 19403 Vice President 0.00 0 MARILYN STEINBRIGHT 105 EAST LOGAN STREET NORRISTOWN PA 19401 PRES. EMERITUS 0.00 0 JANET ALWANG 1009 BENT ROAD MEDIA PA 19063 Secretary 0.00 0 HARVEY SS MILLER 1500 LOCUST ST APT 2605 PHILADELPHIA PA 191024339 Director 0.00 0 NONE UBS FINANCIAL SERVICES INC 1735 MARKET STREET 36TH FL PHILADELPHIA PA 19103 BROKER/INVESTMNT ADVISOR 97564 22068733 2249734 0 24318467 0 24318467 364777 23953690 1197685 1197685 23507 23507 1174178 1174178 1174178 1798479 1798479 1798479 1174178 1283015 996132 323626 663933 769591 4036297 1798479 0 1174178 624301 4660598 0 1283015 3377583 996132 323626 663933 769591 624301 THE ARCADIA FOUNDATION PO BOX 99 GLENSIDE PA 190380099 2158872201 LANDMAN.ARCADIAFDN@ICLOUD.COM 1 OR 2 PAGE SUMMARY LISTING BRIEF HISTORY OF ORGANIZATION, AMOUNT REQUESTED AND HOW THE FUNDS WILL BE SPENT. ATTACH COPY OF IRS EXEMPT LETTER SHOWING YOU ARE A 501(C)(3) ORGANIZATION APPLICATION ACCEPTED BETWEEN SEPT 1 AND OCT 15 ANNUALLY RECIPIENT ORGANIZATIONS ARE LIMITED TO THOSE WITH A ZIP CODE IN THE 18000'S AND 19000'S EASTER SEAL 3975 CONSHOHOCKEN AVE PHILADELPHIA PA 19131 NO RESTRICTIONS 17479 ELMWOOD PARK ZOO 1661 HARDING BLVD NORRISTOWN PA 19401 NO RESTRICTIONS 500000 MONTGOMERY COUNTY FOUNDATION 4 SENTY PARKWAY EAST BLUE BELL PA 19422 NO RESTRICTIONS 15000 MUNICIPALITY OF NORRISTOWN 235 EAST AIRY STREET NORRISTOWN PA 19401 NO RESTRICTIONS 20000 PHILADELPHIA ZOO 3400 WEST GIRARD AVENUE PHILADELPHIA PA 19104 NO RESTRICTIONS 500000 STONY CREEK ANGLERS PO BOX 566 EAGLEVILLE PA 19408 NO RESTRICTIONS 10000 THE GERMAN SOCIETY OF PA 611 SPRING GARDEN STREET PHILADELPHIA PA 19123 NO RESTRICTIONS 12500 THE PHILADELPHIA PROTESTANT HOME 6401 MARTINS MILL ROAD PHILADELPHIA PA 19111 NO RESTRICTIONS 81500 AARK WILDLIFE REHAB EDUCATION CENTE 1531 UPPER STUMP ROAD CHALFONT PA 18914 NO RESTRICTIONS 25000 CAIRN UNIVERSITY 200 MANOR AVENUE LANGHORNE PA 19047 NO RESTRICTIONS 50000 CEDAR CREST COMMNUNITY COLLEGE 100 COLLEGE DRIVE ALLENTOWN PA 18104 NO RESTRICTIONS 50000 COMMUNITY MUSIC SCHOOL OF COLLEGEVI 775 W MAIN STREET TRAPPE PA 19426 NO RESTRICTIONS 7500 GREATER NORRISTOWN ART LEAGUE 800 WEST GERMANTOWN PIKE EAST NORRITON PA 19403 NO RESTRICTIONS 5000 MUSEUM OF THE AMERICAN REVOLUTION 101 SOUTH 3RD STREET PHILADELPHIA PA 19106 NO RESTRICTIONS 25000 PHILADELPHIA MUSEUM OF ART LIBRARY PO BOX 7646 PHILADELPHIA PA 19101 NO RESTRICTIONS 250000 PLYMOUTH MEETING FRIENDS SCHOOL 2150 BUTLER PIKE PLYMOUTH MEETING PA 19462 NO RESTRICTIONS 50000 UPPER DUBLIN LIBRARY 520 VIRGINIA DRIVE FORT WASHINGTON PA 19034 NO RESTRICTIONS 25000 WOODMERE ART MUSEUM 9201 GERMANTOWN AVENUE PHILADELPHIA PA 19118 NO RESTRICTIONS 20000 LANKENAU INSTITUTE FOR MEDICAL RESE 100 EAST LANCASTER AVENUE WYNNEWOOD PA 19096 NO RESTRICTIONS 12000 1812 PRODUCTIONS 2329 SOUTH 3RD STREET PHILADELPHIA PA 19148 NO RESTRICTIONS 25000 ARDEN THEATRE COMPANY 40 NORTH 2ND STREET PHILADLEPHIA PA 19106 NO RESTRICTIONS 15000 PEOPLE'S LIGHT THEATRE 39 CONESTOGA ROAD MALVERN PA 19355 NO RESTRICTIONS 50000 CRADLES TO CRAYONS 4700 WISSAHICKON AVENUE PHILADELPHIA PA 19144 NO RESTRICTIONS 10000 HABITAT FOR HUMANITY 1829 N 19TH STREET PHILADELPHIA PA 19121 NO RESTRICTIONS 15000 MARTHA'S CHOICE MARKETPLACE 353 EAST JOHNSON HIGHWAY NORRISTOWN PA 19401 NO RESTRICTIONS 7500 1798479 14 509962 14 68780 18 1322769 1901511 1901511 4 THE FOUNDATION HAS A PORTFOLIO OF PUBLICALLY TRADED SECURITIES AND RECEIVES THE INCOME TO ALLOW IT TO MAKE CHARITABLE DONATIONS. 7 THE FOUNDATION RECEIVES DISTRIBUTIONS FROM INVESTMENTS IN PARTNERSHIPS TO ALLOW IT TO MAKE CHARITABLE DONATIONS. 8 THE FOUNDATION BUYS AND SELLS PUBLICALLY TRADED SECURITIES TO ENHANCE ITS INCOME USED FOR CHARITABLE PURPOSES. false false false false false false false false false false ACCOUNTING FEES 20000 20000 0 0 ACCRUED INTEREST INCOME 8496 2500 2500 OFFICE EXPENSE 623 623 Other Investment Income 68780 47 INCREASE IN MARKET VALUE OVER BASIS OF SECURITIES OWNED 1595174 INVESTMENT FEES 97564 97564 0 0 EXCISE TAX FORM 990PF (F/Y 9/30/21) 23507 23507 EXCISE TAX FORM 990T(F/Y 9/30/21) 9736