ARCADIA FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ARCADIA FOUNDATION (EIN 23-6399772)
Tax period
2015-10-01 to 2016-09-30
Filed
2016-11-21
IRS object ID
201623269349100002
Schema version
2015v2.1
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)
Return2016-11-21T12:52:24-06:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232344279PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DRESLIN AND COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 W GERMANTOWN PIKE STE 150AddressLine1Txt
CityE NORRITONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194011386ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236399772EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARCADIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCABusinessNameControlTxt
Phone6102723571PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1190 WEST GERMANTOWN PIKE NO 150AddressLine1Txt
CityNORRISTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARILYN STEINBRIGHTPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone6102723571PhoneNum
Signature2016-11-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID P SANDLERPreparerPersonNm
PTINP01315188PTIN
Phone6102723571PhoneNum
Preparation2016-11-21PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,988,257FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$931,164DividendsRevAndExpnssAmt
Dividends Net Invst Incm$931,164DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,702NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,117,180GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,702CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$959,866TotalRevAndExpnssAmt
Total Net Invst Incm$959,866TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$20,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$102,813OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$102,813OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,491TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$137,304TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$122,813TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,516,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,516,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,653,304TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$122,813TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,516,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,693,438ExcessRevenueOverExpensesAmt
Net Investment Income$837,053NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$267,432CashBOYAmt
Cash EOY$204,260CashEOYAmt
Cash EOYFMV$204,260CashEOYFMVAmt
Sav And Temp Cash Invst BOY$900,504SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,146,865SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,146,865SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$13,718PrepaidExpensesBOYAmt
Prepaid Expenses EOY$26,467PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$26,467PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$24,348,130CorporateStockBOYAmt
Corporate Stock EOY$23,610,665CorporateStockEOYAmt
Corporate Stock EOYFMV$23,610,665CorporateStockEOYFMVAmt
Total Assets BOY$25,529,784TotalAssetsBOYAmt
Total Assets EOY$25,988,257TotalAssetsEOYAmt
Total Assets EOYFMV$25,988,257TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$25,529,784RetainedEarningBOYAmt
Retained Earning EOY$25,988,257RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,529,784TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,988,257TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,529,784TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,988,257TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,529,784TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,693,438ExcessRevenueOverExpensesAmt
Other Increases$2,151,911OtherIncreasesAmt
Subtotal$25,988,257SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$25,988,257TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-12-31AcquiredDt
Sold2016-09-30SoldDt
Gross Sales Price$5,117,180GrossSalesPriceAmt
Cost Or Other Basis$5,088,478CostOrOtherBasisAmt
Gain Or Loss$28,702GainOrLossAmt
Gains Minus Excess Or Losses$28,702GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$28,702CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,815,007AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$28,835,744NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062943DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,419,311AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$29,109,935NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048757DistributionYr2Rt
Adjusted Qlfy Distri Yr3$796,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,290,471NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.030296DistributionYr3Rt
Adjusted Qlfy Distri Yr4$453,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$23,256,696NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.019478DistributionYr4Rt
Adjusted Qlfy Distri Yr5$306,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$20,754,088NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.014744DistributionYr5Rt
Total Distribution0.176218TotalDistributionRt
Average Distribution0.035244AverageDistributionRt
Net Vl Noncharitable Assets$25,183,453NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$887,566AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,371NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$895,937AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,516,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8,371InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,371SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,371TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$34,838EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$34,838TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$26,467OverpaymentAmt
Applied To ES Tax$26,467AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID P SANDLERIndividualWithBooksNm
Phone6102723571PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 W GERMANTOWN PK STE 150AddressLine1Txt
CityEAST NORRITONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BETTE E LANDMAN
2363 OAKDALE AVENUEGLENSIDEPA19038PRESIDENT2.00$0$0$0
LORI PATRICK
190 W GERMANTOWN PK STE 150EAST NORRITONPA19401TREASURER0.00$0$0$0
DAVID P SANDLER
190 W GERMANTOWN PK STE 150EAST NORRITONPA19401SECRETARY0.00$0$0$0
MARILYN STEINBRIGHT
105 EAST LOGAN STREETNORRISTOWNPA19401PRESIDENT, EMERITUS0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11735 MARKET STREET 36TH FLAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Service TypeBROKER/INVESTMENT ADVISORServiceTypeTxt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$24,134,202AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,432,755AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,566,957TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$25,566,957AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$383,504CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,183,453NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,259,173MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,259,173MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,371TaxBasedOnInvestmentIncomeAmt
Total Tax$8,371TotalTaxAmt
Distributable Before Adj$1,250,802DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,250,802DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,250,802DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,516,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,516,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8,371PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,507,629AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,250,802DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$418,406ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$418,406TotalExcessDistributionCyovAmt
Qualifying Distributions$2,516,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,250,802AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,265,198RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,683,604TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,683,604ExcessDistriCyovToNextYrAmt
Excess From Year1$418,406ExcessFromYear1Amt
Excess From Current Year$1,265,198ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABINGTON TOWNSHIP PUBLIC LIBRARY
1030 OLD YORK ROADABINGTONPA19001N/AUNRESTRICTED$10,000
ACADEMY OF VOCAL ARTS
1920 SPRUCE STREETPHILADELPHIAPA19103N/AUNRESTRICTED$25,000
ACLAMO
512 WEST MARSHALL STREETNORRISTOWNPA19401N/AUNRESTRICTED$50,000
ACT II PLAYHOUSE
56 EAST BUTLER AVENUEAMBLERPA19002N/AUNRESTRICTED$15,000
ARCADIA UNIVERSITY
450 SOUTH EASTON ROADGLENSIDEPA19038N/AUNRESTRICTED$50,000
ARDMORE FREE LIBRARY
108 ARDMORE AVENUEARDMOREPA19003N/AUNRESTRICTED$25,000
BOYS AND GIRLS CLUBS OF PHILADELPHIA
1709 KINSEY STREETPHILADELPHIAPA19124N/AUNRESTRICTED$100,000
CEDAR CREST COLLEGE
100 COLLEGE DRIVEALLENTOWNPA18104N/AUNRESTRICTED$200,000
COLTSPATRIOTS FOOTBALL CLUB
420A SOUTH PARK AVENUENORRISTOWNPA19401N/AUNRESTRICTED$10,000
DELAWARE COUNTY SPCA
555 SANDY BANK ROADMEDIAPA19063N/AUNRESTRICTED$25,000
DRAGONBOAT CLUB OF NORRISTOWN
1612 NEW HOPE STREETNORRISTOWNPA19401N/AUNRESTRICTED$16,000
DRAGONFLY FOREST
1100 EAST HECTOR STREETCONSHOHOCKENPA19428N/AUNRESTRICTED$25,000
ELMWOOD PARK ZOO
1661 HARDING BLVDNORRISTOWNPA19401N/AUNRESTRICTED$100,000
GERMAN SOCIETY OF PENNSYLVANIA
611 SPRING GARDEN STREETPHILADELPHIAPA19123N/AUNRESTRICTED$75,000
GREATER NORRISTOWN PALS
340 HARDING BLVDNORRISTOWNPA19401N/AUNRESTRICTED$25,000
GREATER PHILA CULTURAL ALLIANCE
1315 WALNUT STREET 732PHILADELPHIAPA19107N/AUNRESTRICTED$10,000
JENKINS ARBORETUM & GARDENS
631 BERWYN BAPTIST ROADDEVONPA19333N/AUNRESTRICTED$50,000
LANCASTER THEOLOGICAL SEMINARY
555 WEST JAMES STREETLANCASTERPA17603N/AUNRESTRICTED$625,000
LANTERN THEATER COMPANY
923 LUDLOW STREETPHILADELPHIAPA19107N/AUNRESTRICTED$20,000
LEHIGH CARBON COMMUNITY COLLEGE
4525 EDUCATION PARK DRIVESCHNECKSVILLEPA18078N/AUNRESTRICTED$100,000
MONTGOMERY CO-NORRISTOWN PUBLIC LIBRARY
1001 POWELL STREETNORRISTOWNPA19401N/AUNRESTRICTED$20,000
MONTGOMERY THEATER
124 MAIN ST PO BOX 64033SOUDERTONPA18964N/AUNRESTRICTED$15,000
MORAVIAN VILLAGE OF BETHLEHEM
526 WOOD STREETBETHLEHEMPA18018N/AUNRESTRICTED$20,000
MUNICIPALITY OF NORRISTOWN
235 EAST AIRY STREETNORRISTOWNPA19401N/AUNRESTRICTED$20,000
PEIRCE COLLEGE
1420 PINE STREETPHILADELPHIAPA19102N/AUNRESTRICTED$25,000
PHILABUNDANCE
3616 SOUTH GALLOWAY STREETPHILADELPHIAPA19148N/AUNRESTRICTED$25,000
PHILADELPHIA ORCHESTRA
1 SOUTH BROAD STREET 14TH FLPHILADELPHIAPA19107N/AUNRESTRICTED$25,000
PHILADELPHIA ZOO
3400 WEST GIRARD AVENUEPHILADELPHIAPA19104N/AUNRESTRICTED$500,000
POLISH AMERICAN CULTURAL CENTER
308 WALNUT STREETPHILADELPHIAPA19106N/AUNRESTRICTED$10,000
POTTSTOWN REGIONAL PUBLIC LIBRARY
500 EAST HIGH STREETPOTTSTOWNPA19464N/AUNRESTRICTED$20,000
REFORMED CHURCH OF THE ASCENSION UCC
1700 WEST MAIN STREETNORRISTOWNPA19401N/AUNRESTRICTED$25,000
SEEDS
1030 MAIN STREETHONESDALEPA18431N/AUNRESTRICTED$10,000
ST IGNATIUS NURSING & REHAB CENTER
4401 HAVERFORD AVENUEPHILADELPHIAPA19104N/AUNRESTRICTED$50,000
STONY CREEK ANGLERS
PO BOX 566EAGLEVILLEPA19403N/AUNRESTRICTED$10,000
THE PHILADELPHIA PROTESTANT HOME
6500 TABOR AVENUEPHILADELPHIAPA19111N/AUNRESTRICTED$125,000
THEATRE HORIZON
401 DEKALB STREETNORRISTOWNPA19401N/AUNRESTRICTED$15,000
WALNUT STREET THEATRE
825 WALNUT STREETPHILADELPHIAPA19107N/AUNRESTRICTED$25,000
WHARTON ESHERICK MUSEUM
PO BOX 505PAOLIPA19301N/AUNRESTRICTED$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,516,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$931,164ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,702ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$959,866ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$959,866TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THE FOUNDATION HAS A PORTFOLIO OF PUBLICALLY TRADED SECURITIES AND
4RECEIVES THE INCOME TO ALLOW IT TO MAKE CHARITABLE DONATIONS.
8THE FOUNDATION BUYS AND SELLS PUBLICALLY TRADED SECURITIES TO ENHANCE
8ITS INCOME USED FOR CHARITABLE PURPOSES.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$20,000Amt
Net Investment Income$20,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS AND FIXED INCOME SECURITIESStockNm
EOY Book Value$23,610,665EOYBookValueAmt
EOYFMV$23,610,665EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN MARKET VALUE OVER BASIS OF SECURITIES OWNEDDesc
Amt$2,151,911Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$102,751$102,751$0
OFFICE EXPENSE$62$62$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX FORM 990T$6,120$0$0
EXCISE TAX FORM 990PF (F/Y 9/30/16$8,371$0$0

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