THE FUND FOR WOMEN AND GIRLS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE FUND FOR WOMEN AND GIRLS (EIN 76-0724241)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-04-04
IRS object ID
201900949349300010
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-04T08:35:46-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232896692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET 3RD FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760724241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHESTER COUNTY FUND FOR WOMEN AND GIRLSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHESBusinessNameControlTxt
Phone4843560940PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1113 E EVANS STREET NO AAddressLine1Txt
CityWEST CHESTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19380ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY BETH MORRISSEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4843560940PhoneNum
Signature2019-04-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER SOLOTPreparerPersonNm
PTINP00749373PTIN
Phone2155677770PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.203.243.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-04IPDt
IP Tm09:35:15IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id42EE97634FBA116BD812AEF6F3A565108EF8C38CAtSubmissionCreationDeviceId
At Submission Filing Device Id42EE97634FBA116BD812AEF6F3A565108EF8C38CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY BETH MORRISSEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1113 E EVANS STREET NO AAddressLine1Txt
CityWEST CHESTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19380ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$808,261GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CCWOMENANDGIRLS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSEE FORM 990, PAGE 2, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, LINE 1 FOR DETAILS.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$550,405PYContributionsGrantsAmt
CY Contributions Grants$509,737CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$141,298PYInvestmentIncomeAmt
CY Investment Income$178,433CYInvestmentIncomeAmt
PY Other Revenue$8,595PYOtherRevenueAmt
CY Other Revenue$15,347CYOtherRevenueAmt
PY Total Revenue$700,298PYTotalRevenueAmt
CY Total Revenue$703,517CYTotalRevenueAmt
PY Grants And Similar Paid$213,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$220,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$231,545PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$261,513CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$140,397CYTotalFundraisingExpenseAmt
PY Other Expenses$188,264PYOtherExpensesAmt
CY Other Expenses$181,237CYOtherExpensesAmt
PY Total Expenses$632,809PYTotalExpensesAmt
CY Total Expenses$662,750CYTotalExpensesAmt
PY Revenues Less Expenses$67,489PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$40,767CYRevenuesLessExpensesAmt
Total Assets BOY$4,321,397TotalAssetsBOYAmt
Total Assets EOY$4,588,706TotalAssetsEOYAmt
Total Liabilities BOY$20,901TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,979TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,300,496NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,563,727NetAssetsOrFundBalancesEOYAmt
MissionTHE FUND LEADS AND UNITES THE COMMUNITY THROUGH PHILANTHROPY AND ADVOCACY TO ENSURE THAT WOMEN AND GIRLS HAVE RESOURCES AND OPPORTUNITIES TO THRIVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$306,696ExpenseAmt
Grant$220,000GrantAmt
DescGRANTMAKING PROGRAM:THE ORGANIZATION SEEKS TO FOSTER CHANGE BY PROVIDING GRANTS TO ORGANIZATIONS AND PROGRAMS THAT ADDRESS ONE OR MORE OF THE FOLLOWING FUNDING PRIORITIES: CORE NEEDS, ECONOMIC OPPORTUNITY, HEALTH AND WELL BEING, AND CHALLENGING GENDER INEQUALITY. SINCE 1996 THE ORGANIZATION HAS AWARDED OVER $3.1 MILLION IN 422 GRANTS TO MORE THAN SIXTY-NINE ORGANIZATIONS ADDRESSING THE NEEDS OF WOMEN AND GIRLS ACROSS CHESTER COUNTY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$104,399ExpenseAmt
DescEDUCATION PROGRAM:THE ORGANIZATION OPERATES THE GIRLS ADVISORY BOARD, A PROGRAM OFFERED TO HIGH SCHOOL GIRLS ACROSS THE COUNTY TO EDUCATE THEM ON LEADERSHIP, PHILANTHROPY, COMMUNITY SERVICE, CIVIC ENGAGEMENT, AND ENTREPRENEURSHIP. OTHER EDUCATIONAL OFFERINGS INCLUDE GENDER-FOCUSED COMMUNITY EDUCATION PROGRAMS, RESEARCH REPORTS SUCH AS THE BLUEPRINT REPORT, AND NUMEROUS COMMUNICATIONS RELATED TO OUR MISSION VIA PRINT, EMAIL, AND SOCIAL MEDIA. BY EDUCATING STAKEHOLDERS AND THE COMMUNITY AT LARGE THROUGH RESEARCH, STORIES, AND EXPERIENCES, CCFWG ADVOCATES FOR WOMEN AND GIRLS TO HAVE THE RESOURCES AND OPPORTUNITIES TO THRIVE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$411,095TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4843560940PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1113 E EVANS STREET NO AAddressLine1Txt
CityWEST CHESTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19380ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TRICIA LEFKOF
CHAIR5.00Yes (X)Yes (X)$0$0$0
JUDI BELL
VICE-CHAIR5.00Yes (X)Yes (X)$0$0$0
INGRID TOMLINSON
SECRETARY5.00Yes (X)Yes (X)$0$0$0
MARY BETH MORRISSEY
TREASURER5.00Yes (X)Yes (X)$0$0$0
BARBARA M JORDAN
HONORARY BOARD CHAIR5.00Yes (X)$0$0$0
MARY CHAN
BOARD DIRECTOR5.00Yes (X)$0$0$0
ERIN DUFFY
BOARD DIRECTOR5.00Yes (X)$0$0$0
PAULA HUDSON
BOARD DIRECTOR5.00Yes (X)$0$0$0
AMY REIMER
BOARD DIRECTOR5.00Yes (X)$0$0$0
CATHERINE SWIFT SENNETT ESQ
BOARD DIRECTOR5.00Yes (X)$0$0$0
CHRISTINA SHIPE
BOARD DIRECTOR5.00Yes (X)$0$0$0
KATHY WEBER
BOARD DIRECTOR5.00Yes (X)$0$0$0
MAIA TOLSDORF
BOARD DIRECTOR5.00Yes (X)$0$0$0
DENISE WINE
BOARD DIRECTOR5.00Yes (X)$0$0$0
LISA PASSANTE
BOARD DIRECTOR5.00Yes (X)$0$0$0
NORA ALVAREZ
BOARD DIRECTOR5.00Yes (X)$0$0$0
PATTIE DIGGIN
BOARD DIRECTOR5.00Yes (X)$0$0$0
ROSA MOORE
BOARD DIRECTOR5.00Yes (X)$0$0$0
MICHELLE LEGASPI SANCHEZ
EXECUTIVE DIRECTOR35.00Yes (X)$89,539$0$6,270
FieldValueIRS element (for citing)
Total Reportable Comp From Org$89,539TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$6,270TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$4,141FederatedCampaignsAmt
Fundraising$102,906FundraisingAmt
All Other Contributions$402,690AllOtherContributionsAmt
Noncash Contributions$18,651NoncashContributionsAmt
Total Contributions$509,737TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$178,311TotalRevenueColumnAmt
Exclusion$178,311ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$92,403SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$92,281SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$122SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$122TotalRevenueColumnAmt
Exclusion$122ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$27,810FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$102,906ContriRptFundraisingEventAmt
Fundraising Direct Expenses$12,463FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,347TotalRevenueColumnAmt
Exclusion$15,347ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$703,517TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$193,780ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$220,000TotalAmt
Program Services$220,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$98,765TotalAmt
Program Services$48,453ProgramServicesAmt
Management And General$16,411ManagementAndGeneralAmt
Fundraising$33,901FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$128,801TotalAmt
Program Services$63,189ProgramServicesAmt
Management And General$21,401ManagementAndGeneralAmt
Fundraising$44,211FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,596TotalAmt
Program Services$1,274ProgramServicesAmt
Management And General$431ManagementAndGeneralAmt
Fundraising$891FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,715TotalAmt
Program Services$6,144ProgramServicesAmt
Management And General$2,087ManagementAndGeneralAmt
Fundraising$4,484FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,636TotalAmt
Program Services$9,271ProgramServicesAmt
Management And General$2,880ManagementAndGeneralAmt
Fundraising$6,485FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$29,783TotalAmt
Management And General$29,783ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$35,402TotalAmt
Program Services$15,879ProgramServicesAmt
Management And General$8,330ManagementAndGeneralAmt
Fundraising$11,193FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,145TotalAmt
Management And General$824ManagementAndGeneralAmt
Fundraising$5,321FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,200TotalAmt
Program Services$4,623ProgramServicesAmt
Management And General$5,081ManagementAndGeneralAmt
Fundraising$2,496FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$47,473TotalAmt
Program Services$22,736ProgramServicesAmt
Management And General$8,899ManagementAndGeneralAmt
Fundraising$15,838FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,592TotalAmt
Program Services$2,760ProgramServicesAmt
Management And General$501ManagementAndGeneralAmt
Fundraising$331FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,085TotalAmt
Program Services$3,474ProgramServicesAmt
Management And General$1,179ManagementAndGeneralAmt
Fundraising$2,432FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,175TotalAmt
Program Services$1,540ProgramServicesAmt
Management And General$539ManagementAndGeneralAmt
Fundraising$1,096FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EDUCATIONAL PROGRAMS$23,491$10,097$2,080$11,314
MISCELLANEOUS$10,862$550$10,088$224
STAFF DEVELOPMENT$2,029$1,105$744$180

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$662,750TotalAmt
Program Services$411,095ProgramServicesAmt
Management And General$111,258ManagementAndGeneralAmt
Fundraising$140,397FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$233,782BOYAmt
EOY$132,598EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$112,956BOYAmt
EOY$340,805EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,090BOYAmt
EOY$4,680EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,413BOYAmt
EOY$11,851EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$55,318LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$46,933LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,470BOYAmt
EOY$8,385EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,944,686BOYAmt
EOY$4,090,387EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,321,397BOYAmt
EOY$4,588,706EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$20,901BOYAmt
EOY$24,979EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,901BOYAmt
EOY$24,979EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$455,134BOYAmt
EOY$469,752EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,090BOYAmt
EOY$4,680EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,842,272BOYAmt
EOY$4,089,295EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,300,496BOYAmt
EOY$4,563,727EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,321,397BOYAmt
EOY$4,588,706EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$40,767ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$222,464NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$735,744CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$354,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$364,777CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$550,405CurrentTaxYearMinus1YearAmt
Current Tax Year$509,737CurrentTaxYearAmt
Total$2,515,432TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$735,744CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$354,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$364,777CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$550,405CurrentTaxYearMinus1YearAmt
Current Tax Year$509,737CurrentTaxYearAmt
Total$2,515,432TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$724,652SubstantialContributorsTotAmt
Public Support Total170$1,790,780PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$155,004CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$168,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$166,881CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$140,803CurrentTaxYearMinus1YearAmt
Current Tax Year$178,311CurrentTaxYearAmt
Total$809,742TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,490CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,221CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,410CurrentTaxYearMinus1YearAmt
Current Tax Year$27,810CurrentTaxYearAmt
Total$167,716TotalAmt
FieldValueIRS element (for citing)
Total Support$3,492,890TotalSupportAmt
Public Support CY1700.51270PublicSupportCY170Pct
Public Support PY1700.48560PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,842,272BeginningYearBalanceAmt
Contributions$116,095ContributionsAmt
Investment Earnings Or Losses$317,901InvestmentEarningsOrLossesAmt
Other Expenditures$186,973OtherExpendituresAmt
End Year Balance$4,089,295EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,529,185BeginningYearBalanceAmt
Contributions$600ContributionsAmt
Investment Earnings Or Losses$500,206InvestmentEarningsOrLossesAmt
Other Expenditures$187,719OtherExpendituresAmt
End Year Balance$3,842,272EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,846,888BeginningYearBalanceAmt
Contributions$10,820ContributionsAmt
Investment Earnings Or Losses-$142,410InvestmentEarningsOrLossesAmt
Other Expenditures$186,113OtherExpendituresAmt
End Year Balance$3,529,185EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,887,035BeginningYearBalanceAmt
Contributions$4,415ContributionsAmt
Investment Earnings Or Losses$129,932InvestmentEarningsOrLossesAmt
Other Expenditures$174,494OtherExpendituresAmt
End Year Balance$3,846,888EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,434,848BeginningYearBalanceAmt
Investment Earnings Or Losses$617,028InvestmentEarningsOrLossesAmt
Other Expenditures$164,841OtherExpendituresAmt
End Year Balance$3,887,035EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,318OtherCostOrOtherBasisAmt
Depreciation$46,933DepreciationAmt
Book Value$8,385BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,385TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$908,661TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$222,464NetUnrealizedGainsInvstAmt
Other Revenue-$29,783OtherRevenueAmt
Revenue Not Reported$192,681RevenueNotReportedAmt
Revenue Subtotal$715,980RevenueSubtotalAmt
Other Revenues Not Included-$12,463OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$12,463RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$703,517TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$645,430TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$12,463OtherExpensesIncludedAmt
Expenses Not Reported$12,463ExpensesNotReportedAmt
Expenses Subtotal$632,967ExpensesSubtotalAmt
Investment Expenses Not Incld2$29,783InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$29,783ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$662,750TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:INTENDED USE OF ENDOWMENT FUND THE INCOME FROM THE ENDOWMENT FUNDS IS UNRESTRICTED FOR OPERATIONS AND RESTRICTED FOR GRANTS AND PROGRAMS.
PART X, LINE 2:UNCERTAIN TAX POSITIONS UNDER ASC 740 THE FUND HAS ADOPTED AN ACCOUNTING STANDARD REGARDING UNCERTAIN TAX POSITIONS. THE STANDARD PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FUND BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN THE STANDARD.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INVESTMENT EXPENSES -29,783.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DIRECT SPECIAL EVENT EXPENSES -12,463.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT SPECIAL EVENT EXPENSES 12,463.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING LUNCHEONEvent1Nm
Gross Receipts Event1$130,716GrossReceiptsEvent1Amt
Charitable Contri Event1$102,906CharitableContriEvent1Amt
Gross Revenue Event1$27,810GrossRevenueEvent1Amt
Food And Beverage Event1$10,386FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,077OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$130,716GrossReceiptsTotalAmt
Charitable Contributions Tot$102,906CharitableContributionsTotAmt
Gross Revenue Total Events$27,810GrossRevenueTotalEventsAmt
Food And Beverage Total Events$10,386FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$2,077OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$12,463DirectExpenseSummaryEventsAmt
Net Income Summary$15,347NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALIANZAS DE PHOENIXVILLE
148 CHURCH STREETPHOENIXVILLEPA19460474293491501(C)(3)$7,500GENERAL OPERATING
CHESTER COUNTY FOOD BANK
650 PENNSYLVANIA DRIVEEXTONPA19341270887311501(C)(3)$5,000GENERAL OPERATING
CHESTER COUNTY OIC (G)
790 E MARKET ST STE 100WEST CHESTERPA19382232122709501(C)(3)$14,000CAPACITY BUILDING
COATESVILLE YOUTH INITIATIVE
545 E LINCOLN HIGHWAYCOASTESVILLEPA19320463277499501(C)(3)$10,000PROGRAM GRANT
COMMUNITY VOLUNTEERS IN MEDICINE
300B LAWRENCE DRWEST CHESTERPA19380232944553501(C)(3)$10,500PROGRAM GRANT
CRIME VICTIMS' CENTER OF CHESTER COUNTY
135-137 W MARKET STWEST CHESTERPA19382232039284501(C)(3)$10,000GENERAL OPERATING
DOMESTIC VIOLENCE CENTER OF CHESTER CTY
PO BOX 832WEST CHESTERPA19380222606511501(C)(3)$10,500GENERAL OPERATING
FAMILY PROMISE OF SOUTHERN CHESTER COUNTY
PO BOX 394KENNETT SQUAREPA19348352518819501(C)(3)$10,000GENERAL OPERATING
FRIENDS ASSOC FOR CARE & PROTECTION
113 W CHESTNUT STWEST CHESTERPA19380232381006501(C)(3)$11,000GENERAL OPERATING
HIAS PENNSYLVANIA
2100 ARCH STREETPHILADELPHIAPA19103231405597501(C)(3)$8,000PROGRAM GRANT
HOME OF THE SPARROW
969 E SWEDESFORD RDEXTONPA19341232775004501(C)(3)$12,000GENERAL OPERATING
INTERFAITH HOUSING ASSISTANCE CORP OF CC
PO BOX 3463WEST CHESTERPA19381232713075501(C)(3)$10,000GENERAL OPERATING
LA COMUNIDAD HISPANA
731 W CYPRESS STKENNETT SQUAREPA19348232041915501(C)(3)$14,500PROGRAM GRANT
LEGAL AID OF SOUTHEASTERN PENNSYLVANIA
625 SWEDE STREETNORRISTOWNPA19401231901014501(C)(3)$10,000PROGRAM GRANT
LINDA CREED FOUNDATION
614 S 8TH ST 277PHILADELPHIAPA19147232502326501(C)(3)$5,000PROGRAM GRANT
MOM'S HOUSE INC OF GREATER PHILADELPHIA
145 S MAIN STREETPHOENIXVILLEPA19475232430389501(C)(3)$12,000PROGRAM GRANT
PARKESBURG POINT
PO BOX 731PARKESBURGPA19365030399261501(C)(3)$10,000PROGRAM GRANT
ROCKEFELLER PHILANTHROPY ADVISORS
6 WEST 48TH ST 10TH FLOORNEW YORKNY10036133615533501(C)(3)$10,000PROGRAM GRANT
THE GARAGE COMMUNITY AND YOUTH CENTER
115 S UNION STREET PO BOX 1158KENNETT SQUAREPA19348100007967501(C)(3)$10,000PROGRAM GRANT
VOLUNTEER ENGLISH PROGRAM
790 E MARKET ST STE 215WEST CHESTERPA19382222685077501(C)(3)$10,000GENERAL OPERATING
WINGS FOR SUCCESS
PO BOX 1184FRAZERPA19355232951962501(C)(3)$5,000GENERAL OPERATING
WOMEN'S RESOURCE CENTER
113 W WAYNE AVEWAYNEPA19087231997488501(C)(3)$8,000GENERAL OPERATING
YOUNGMOMS
PO BOX 376KENNETT SQUAREPA19348475319831501(C)(3)$7,000GENERAL OPERATING
FieldValueIRS element (for citing)
Total501c3 Org23Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTEE ORGANIZATIONS ARE REQUIRED TO SUBMIT GRANT PROGRESS REPORTS FOR REVIEW. AND, SITE VISITS TO ALL GRANTEE ORGANIZATIONS ARE MADE DURING THE YEAR TO DETERMINE IF THE GRANTS ARE USED AS INTENDED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BGOVERNING BODY REVIEW OF FORM 990 PRIOR TO ITS FILING WITH THE IRS, A COPY OF FINAL FORM 990 WILL BE EMAILED TO EACH VOTING MEMBER OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING AND ENFORCEMENT OF CONFLICTS POLICY EACH VOTING MEMBER OF THE GOVERNING BODY AND MANAGEMENT ARE REQUIRED TO ANNUALLY DISCLOSE A DESCRIPTION OF ALL POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15APROCESS FOR DETERMINING COMPENSATION EXECUTIVE COMMITTEE REVIEWS AND APPROVES EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. THE PROCESS INCLUDES A REVIEW OF PEER SALARY DATA.
FORM 990, PART VI, SECTION C, LINE 19PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 WILL BE PROVIDED ON REQUEST. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE.
FORM 990, PART I, LINE 19, COLUMN "CURRENT YEAR"REVENUE LESS EXPENSES REPORTED IN THE FEDERAL FORM 990 DOES NOT INCLUDE THE $222,464 NET UNREALIZED GAIN ON INVESTMENTS.

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