2020-01-31T08:59:27-06:00 2019-06-30 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990PF 2018-07-01 371526458 STONELEIGH FOUNDATION STON 2157357080 123 S BROAD STREET NO 1630 PHILADELPHIA PA 19109 RONNIE BLOOM EXECUTIVE DIRECTOR 2157357080 2020-01-31 1 JENNIFER SOLOT P00749373 2155677770 2018 2022-09-23 18:48:47Z X 91455308 X X 555148 555148 555148 1800705 1800705 1800705 -663691 31820711 0 0 55022 0 0 1747184 2355853 2355853 191816 0 0 191816 412019 0 0 399817 142427 0 0 142192 20280 0 0 4694 429536 361800 0 67736 121329 0 0 46079 13993 0 0 79461 0 0 79461 12964 0 0 12964 154525 0 0 91417 1578350 361800 0 1036176 2647231 1986551 4225581 361800 0 3022727 -2478397 1994053 2355853 92191 155502 155502 1887565 4222149 4222149 21326 12986 12986 15208382 13972430 13972430 56279116 55545661 55545661 4392516 4227836 4227836 12996135 13280815 13280815 109213 71284 25816 37929 37929 90903047 91455308 91455308 130573 213474 1999068 2669448 166000 219000 2295641 3101922 X 88607406 88353386 88607406 88353386 90903047 91455308 88607406 -2478397 2224377 88353386 0 88353386 PNC HAWTHORN INVESTMENTS - LONG TERM P 17656427 18096159 -439732 -439732 PNC HAWTHORN INVESTMENTS - SHORT TERM P 14164284 14388243 -223959 -223959 -663691 -223959 0 2929632 86892080 0.033716 2291454 62139792 0.036876 2866180 15443737 0.185589 2157215 15352384 0.140513 2119178 13226278 0.160225 0.556919 0.111384 87250655 9718327 19941 9738268 3048125 39881 0 39881 0 39881 22034 5000 0 27034 X 473 13320 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 HENRY BERNSTEIN C/O THE ORGANIZATION PHILADELPHIA PA 19109 TREASURER 1.00 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 LAURA WILLIAMSON 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 169316 41973 0 ALICE DUBOW ESQ C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 NAN FEYLER C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 STONELEIGH FELLOW 40.00 154323 24499 0 MARIE WILLIAMS C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 SENIOR PROGRAM OFFIC 40.00 115063 21167 0 RHONDA MCKITTEN C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 STONELEIGH FELLOW 40.00 113041 16761 0 E RONA NAVERA C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 DIRECTOR OF ADMINSTR 40.00 77442 19916 0 SARAH ZLOTNIK C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 SENIOR PROGRAM OFFIC 40.00 68942 22913 0 7 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. 3022727 0 86325100 2936845 7681 89269626 0 0 89269626 2018971 87250655 4362533 X 3022727 0 25398 3048125 0 3048125 2006-11-18 X 2355853 3439023 1278547 185786 7259209 2002475 2923170 1086765 157918 6170328 3048125 2929632 2291454 2867985 11137196 0 0 0 1216256 1216256 3048125 2929632 2291454 1651729 9920940 0 0 2908355 2896403 2071327 514791 8390876 0 0 0 0 RONNIE BLOOM EXECUTIVE DIRECTOR C/O THE FOUNDATIONS CORPORATE OFFICE PHILADELPHIA PA 19109 2157357080 SEE ATTACHED GRANT PROCEDURES FOR DETAILS. SEE ATTACHED GRANT PROCEDURES FOR DETAILS. SEE ATTACHED GRANT PROCEDURES FOR DETAILS. CHILDREN'S HOSPITAL OF PHILADELPHIA (MEREDITH MATONE) 34 ST CIVIC CENTER BLVD PHILADELPHIA PA 19104 509(A)(1) RESEARCH FELLOWSHIP 138440 NICOLE PITTMAN 1970 BROADWAY SUITE 500 OAKLAND CA 94612 I RESEARCH FELLOWSHIP 15000 DREXEL UNIVERSITY DEPARTMENT OF PSYCHOLOGY (NAOMI GOLDSTEIN) 3141 CHESTNUT STREET SUITE 119 PHILADELPHIA PA 19129 509(A)(1) RESEARCH FELLOWSHIP 149859 DREXEL UNIVERSITY (KEVIN BETHEL) 1512 EAST CLIVEDEN STREET PHILADELPHIA PA 19150 509(A)(1) RESEARCH FELLOWSHIP 71698 NAN FEYLER 6904 MCCALLUM STREET PHILADELPHIA PA 19119 I RESEARCH FELLOWSHIP 194809 RHONDA MCKITTEN 178 GRAPE STREET PHILADELPHIA PA 19102 I RESEARCH FELLOWSHIP 141945 THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (SETH MORONES) 3815 WALNUT STREET PHILADELPHIA PA 19104 509(A)(1) RESEARCH FELLOWSHIP 83134 PEOPLE'S EMERGENCY CENTER (RASHNI STANFORD) 325 NORTH 39TH STREET PHILADELPHIA PA 19104 509(A)(1) RESEARCH FELLOWSHIP 83159 COMMUNITY LEGAL SERVICES (WHIQUITTA TOBAR) 1424 CHESTNUT STREET PHILADELPHIA PA 19102 509(A)(1) RESEARCH FELLOWSHIP 88411 PHILADELPHIA YOUTH NETWORK (AMBER WILSON) 400 MARKET STREET SUITE 200 PHILADELPHIA PA 19106 509(A)(1) RESEARCH FELLOWSHIP 83946 EDUCATION LAW CENTER (ELIZABETH WINGFIELD) 1315 WALNUT STREET SUITE 400 PHILADELPHIA PA 19107 509(A)(1) RESEARCH FELLOWSHIP 83747 DEFENDER ASSOCIATION OF PHILADELPHIA (RAJ JAYADEV) 1441 SANSOM STREET PHILADELPHIA PA 19102 509(A)(1) RESEARCH FELLOWSHIP 175067 THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (ABIGAIL GRAY) 3815 WALNUT STREET PHILADELPHIA PA 19104 509(A)(1) RESEARCH FELLOWSHIP 99182 JOHN HOPKINS UNIVERSITY (ADAM SERLIN) 3400 N CHARLES STREET BALTIMORE MD 21218 509(A)(1) RESEARCH FELLOWSHIP 175067 THE TRUSTEES OF THE UNIVERSITY OF PA (VINCENT REINA) 3815 WALNUT STREET PHILADELPHIA PA 19104 509(A)(1) RESEARCH FELLOWSHIP 170000 SANGEETA PRASEED 1424 CHESTNUT STREET PHILADELPHIA PA 19102 I RESEARCH FELLOWSHIP 106096 KASEY THOMPSON 325 NORTH 39TH STREET PHILADELPHIA PA 19104 I RESEARCH FELLOWSHIP 74870 PHILADELPHIA YOUTH NETWORK 1215 GERMANTOWN AVENUE PHILADELPHIA PA 19122 509(A)(1) INTERNSHIP 2120 PEOPLE'S EMERGENCY CENTER (RASHNI STANFORD) 325 NORTH 39TH STREET PHILADELPHIA PA 19104 509(A)(1) GRANT - YOUTH HEALERS STAND UP 15000 JUVENILE LAW CENTER'S YOUTH SPEAKERS BUREAU 1315 WALNUT STREET PHILADELPHIA PA 19107 509(A)(1) GRANT - PRACTITIONER FELLOWSHIP 35000 1986550 DREXEL UNIVERSITY (KEVIN BETHEL) 34 ST CIVIC CENTER BLVD PHILADELPHIA PA 19104 509(A)(1) RESEARCH FELLOWSHIP 229267 NAN FEYLER 3141 CHESTNUT STREET SUITE 119 PHILADELPHIA PA 19129 I RESEARCH FELLOWSHIP 67378 RHONDA MCKITTEN 178 GRAPE STREET PHILADELPHIA PA 19102 I RESEARCH FELLOWSHIP 66483 DEFENDER ASSOCIATION OF PHILADELPHIA (RAJ JAYADEV) 1315 WALNUT STREET PHILADELPHIA PA 19107 509(A)(1) RESEARCH FELLOWSHIP 173741 THE TRUSTEES OF THE UNIVERSITY OF PA (ABIGAIL GRAY) 1441 SANSOM STREET PHILADELPHIA PA 19102 509(A)(1) RESEARCH FELLOWSHIP 94447 JOHN HOPKINS UNIVERSITY (ADAM SERLIN) 178 GRAPE STREET PHILADELPHIA PA 19102 509(A)(1) RESEARCH FELLOWSHIP 174847 THE TRUSTEES OF THE UNIVERSITY OF PA (VINCENT REINA) 3815 WALNUT STREET PHILADELPHIA PA 19104 509(A)(1) RESEARCH FELLOWSHIP 344863 SANGEETA PRASEED 1424 CHESTNUT STREET PHILADELPHIA PA 19102 I RESEARCH FELLOWSHIP 351972 KASEY THOMPSON 325 NORTH 39TH STREET PHILADELPHIA PA 19104 I RESEARCH FELLOWSHIP 191110 DREXEL (LEAH BROGAN) 400 MARKET STREET SUITE 200 PHILADELPHIA PA 19106 509(A)(1) RESEARCH FELLOWSHIP 179043 CHOP (KALI HACKETT) 1315 WALNUT STREET SUITE 400 PHILADELPHIA PA 19107 509(A)(1) RESEARCH FELLOWSHIP 169552 YHEP HEALTH CENTER (CAMERON MCCONKEY) 1233 LOCUST STREET 3RD FLOOR PHILADELPHIA PA 19107 509(A)(1) RESEARCH FELLOWSHIP 178810 HPC (DIJONEE TALLEY) 1500 MARKET STREET PHILADELPHIA PA 19102 509(A)(1) RESEARCH FELLOWSHIP 185216 TEMPLE (KARISSA PHELPS) 1719 NORTH BROAD STREET PHILADELPHIA PA 19122 509(A)(1) RESEARCH FELLOWSHIP 179244 COLUMBIA UNIVERSITY JUSTICE LAB (PATRICK MCCARTHY) 6037 HOLLINS AVE BALTIMORE MD 21210 509(A)(1) RESEARCH FELLOWSHIP 120000 2705973 14 555148 14 1800705 18 -663691 RETURN OF FELLOWSHIPS PAYMENT 55022 0 1692162 55022 1747184 11A REFUND OF A FELLOWS PAYMENT 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/AUDIT 20280 0 0 4694 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 $2,018,971 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: $89,269,6262. 1.5% OF LINE 1: $1,339,0443. 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 $2,865,800 (6/30/16), $2,283,890 (6/30/17) AND $2,926,195 (6/30/18) FOR AN AVERAGE OF $2,018,971 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. CORPORATE BONDS 3097531 3097531 FIXED INCOME MUTUAL FUNDS 1130305 1130305 CORPORATE STOCKS 29835708 29835708 EQUITY MUTUAL FUNDS 25709953 25709953 13972430 13972430 0 0 OTHER AT COST 13280815 13280815 BOARD EXPENSES 7436 0 0 7436 ACCRUED FELLOW OFFSET 9700 0 0 0 OFFICE SUPPLIES 4488 0 0 3146 IT/NETWORK SUPPORTS 12756 0 0 12756 OTHER EXPENSES 54608 0 0 2542 PROGRAM EXPENSES 54650 0 0 54650 MEMEBERSHIP FEE 10887 0 0 10887 RETURN OF FELLOWSHIPS PAYMENT 55022 55022 UNREALIZED CHANGE IN ASSETS 2224377 DEFERRED FEDERAL EXCISE TAX 166000 219000 OTHER PROFESSIONAL FEES 22127 0 0 22127 PAYROLL PROCESSING 3139 0 0 3139 INVESTMENT FEES 361800 361800 0 0 STRATEGY ASSESSMENT 42470 0 0 42470 PAYROLL TAXES 46079 0 0 46079 EXCISE TAXES 75250 0 0 0