PHILADELPHIA HEALTH PARTNERSHIP: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PHILADELPHIA HEALTH PARTNERSHIP (EIN 23-2904262)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-05
- IRS object ID
- 201523099349100802
- Schema version
- 2014v5.0
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-05T15:29:45-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232904262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST HOSPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 2155464290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 SOUTH BROAD STREET NO 810 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER THOMPSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2155464290 | PhoneNum |
| Signature | 2015-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID JACOBSON | PreparerPersonNm |
| PTIN | P01685411 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,099,514 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $698 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $698 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $287,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $871,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,682,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,969,949 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,098,035 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $341,127 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,618,683 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,311,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,588,600 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,860 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $93 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,768 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,104 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,081 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,754 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,840 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,981 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $31,272 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,564 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,675 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,424 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,810 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $266,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,279 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $233,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $536,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $317,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,151,087 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,295,632 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,687,287 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,613,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $623,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,468,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,664 | CashBOYAmt |
| Cash EOY | $6,051 | CashEOYAmt |
| Cash EOYFMV | $6,051 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,371,521 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $771,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $771,284 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,471 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,611 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,611 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,939,709 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,027,342 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,027,342 | USGovtObligationsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $38,621 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $14,362 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $286 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $24,259 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $24,259 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $40,683,176 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,234,867 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,234,867 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $17,767 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,020,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,099,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,099,514 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $42,799 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $41,731 | AccountsPayableEOYAmt |
| Grants Payable BOY | $322,856 | GrantsPayableBOYAmt |
| Grants Payable EOY | $178,311 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $185,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $115,572 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $550,655 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $335,614 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $43,469,939 | UnrestrictedBOYAmt |
| Unrestricted EOY | $43,763,900 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,469,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,763,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,020,594 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,099,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,469,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $623,757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $83,000 | OtherIncreasesAmt |
| Subtotal | $44,176,696 | SubtotalAmt |
| Other Decreases | $412,796 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,763,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,969,949 | $6,969,949 | $0 | $0 |
| K1 PASSTHROUGH - ADVISORY RESEARCH SMALL/MID CAP | P | $243,132 | $243,132 | ||
| K1 PASSTHROUGH - THE COLCHESTER GLOBAL BOND FUND | P | $15,024 | $15,024 | ||
| K1 PASSTHROUGH - GRYPHON INTERNATIONAL EAFE GROWTH FUND | P | $475,120 | $475,120 | ||
| K1 PASSTHROUGH - HARBOR INTERNATIONAL FUND | P | $467,721 | $467,721 | ||
| K1 PASSTHROUGH - PIMCO COMMODITY REAL RETURN STRAT INST | P | -$380,793 | -$380,793 | ||
| K1 PASSTHROUGH - RCP FUND VIII FEEDER, LTD. | P | $35,140 | $35,140 | ||
| K1 PASSTHROUGH - SANKATY SENIOR LOAN FUND, LP | P | $1,534 | $1,534 | ||
| K1 PASSTHROUGH - TIFF PRIVATE EQUITY PARTNERS 2008, LLC | P | $116,612 | $116,612 | ||
| K1 PASSTHROUGH - TIFF PRIVATE EQUITY PARTNERS 2009, LLC | P | $35,164 | $35,164 | ||
| K1 PASSTHROUGH - TIFF PRIVATE EQUITY PARTNERS 2011, LLC | P | $89,381 | $89,381 | ||
| CAPITAL GAIN DISTRIBUTIONS | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,098,035 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,733,309 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,111,984 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042161 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,784,580 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,406,888 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046465 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,715,436 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,584,616 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044459 | DistributionYr3Rt |
| Total Distribution | 0.133085 | TotalDistributionRt |
| Average Distribution | 0.044362 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $44,365,087 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,968,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34,688 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,002,812 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,613,422 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69,376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $64,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $118,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $48,624 | OverpaymentAmt |
| Applied To ES Tax | $48,624 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FIRSTHOSPITALFDN.ORG | WebsiteAddressTxt |
| Individual With Books | ANN MARIE HEALY EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 2155464290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 SOUTH BROAD STREET SUITE 810 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JULIA R DUTTON | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | CHAIR | 3.00 | $0 | $0 | $0 |
| JANE G PEPPER THRU 0414 | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | VICE CHAIR | 0.50 | $0 | $0 | $0 |
| ESTELLE B RICHMAN BEGINNING 0514 | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | VICE CHAIR | 2.00 | $0 | $0 | $0 |
| KEITH KASPER THRU 0414 | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | TREASURER | 0.50 | $0 | $0 | $0 |
| PAMELA A STRISOFSKY0514 THRU 0814 | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | TREASURER | 1.00 | $0 | $0 | $0 |
| THERESA LARIVEE 0914 THRU 0914 | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | TREASURER | 0.50 | $0 | $0 | $0 |
| PETER A THOMPSON BEGINNING 1014 | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | TREASURER | 1.00 | $0 | $0 | $0 |
| SUZANNE SHEEHAN BECKER THRU 0414 | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | SECRETARY | 1.00 | $0 | $0 | $0 |
| R MICHAEL BUCKLEY BEGINNING 0514 | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RONNIE L BLOOM | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MORRISON C HUSTON JR | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HELEN L COONS RESIGNED APRIL 2014 | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LOREE D JONES | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOAN KENNERSON KING | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAWRENCE T MANGAN | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| A SCOTT MCNEAL | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN E PHILLIPS | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| WANDA RONNER | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID J WILLIAMS | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHELLY D YANOFF | ||||||||
| 230 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTH FEDERATION OF PHILADELPHIA | |||||
| 1211 CHESTNUT STREET SUITE 801 | PHILADELPHIA | PA | 19107 | EMPLOYMENT SERVICES | $237,985 |
| COLONIAL CONSULTING LLC | |||||
| 750 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT ADVISORS | $66,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,723,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $317,409 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,040,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,040,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $675,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,365,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,218,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,218,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,376 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $528 | IncomeTaxAmt |
| Total Tax | $69,904 | TotalTaxAmt |
| Distributable Before Adj | $2,148,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,148,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,148,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,613,422 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,613,422 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,613,422 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,148,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $525,337 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,613,422 | QualifyingDistributionsAmt |
| Applied To Year1 | $525,337 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,088,085 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,060,265 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE FOUNDATION WEBSITE FOR DETAILS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 S BROAD STREET SUITE 810 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2155464290 | RecipientPhoneNum |
| Recipient Email Address | INFO@FIRSTHOSPITALFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE FOUNDATION WEBSITE FOR DETAILS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOUNDATION WEBSITE FOR DETAILS | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOUNDATION WEBSITE FOR DETAILS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANTI-VIOLENCE PARTNERSHIP OF PHILADELPHIA | ||||||||
| 2000 HAMILTON STREET SUITE 304 | PHILADELPHIA | PA | 19130 | NONE | PC | AVP COUNSELING CENTER | $25,000 | |
| ATTIC YOUTH CENTER | ||||||||
| 255 SOUTH 16TH STREET | PHILADELPHIA | PA | 19102 | NONE | PC | MENTAL HEALTH COUNSELING | $30,000 | |
| BENEFITS DATA TRUST | ||||||||
| 2 LOGAN SQUARE SUITE 550 | PHILADELPHIA | PA | 19103 | NONE | PC | PA BENEFITS CENTER | $30,000 | |
| BETHESDA PROJECT | ||||||||
| 1630 SOUTH STREET | PHILADELPHIA | PA | 19146 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BRANDYWINE HEALTH FOUNDATION | ||||||||
| 50 SOUTH 1ST AVENUE | COATESVILLE | PA | 19320 | NONE | PC | MENTAL HEALTH FIRST AID PROGRAM | $15,000 | |
| CANCER SUPPORT COMMUNITY GREATER PHILADELPHIA | ||||||||
| 4100 CHAMOUNIX DRIVE | PHILADELPHIA | PA | 19131 | NONE | PC | PSYCHOSOCIAL CANCER SUPPORT FOR NORTH PHILADELPHIA FAMILIES | $30,000 | |
| CENTER FOR ADVOCACY FOR THE RIGHTS AND INTERESTS OF THE ELDERLY (CARIE) | ||||||||
| 1500 JFK BOULEVARD SUITE 1500 | PHILADELPHIA | PA | 19102 | NONE | PC | CARIE LINE | $25,000 | |
| THE CENTER FOR AUTISM | ||||||||
| 3905 FORD ROAD SUITE 6 | PHILADELPHIA | PA | 191315469 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHESPENN HEALTH SERVICES | ||||||||
| 2600 WEST 9TH STREET 2 NORTH | CHESTER | PA | 19013 | NONE | PC | INTEGRATION OF BEHAVIORAL AND PRIMARY HEALTH CARE SERVICES | $40,000 | |
| CHILDREN'S CRISIS TREATMENT CENTER | ||||||||
| 1080 NORTH DELAWARE AVENUE SUITE | PHILADELPHIA | PA | 19125 | NONE | PC | CCTC'S EXPANSION SERVICES TO MONTGOMERY COUNTY | $30,000 | 600 |
| COMMUNITY VOLUNTEERS IN MEDICINE | ||||||||
| 200 B LAWRENCE DRIVE | WEST CHESTER | PA | 19380 | NONE | PC | DIABETES PROGRAM | $30,000 | |
| DAEMION COUNSELING CENTER | ||||||||
| 95 HOWELLVILLE ROAD | BERWYN | PA | 19312 | NONE | PC | STUDENT AND FAMILY EMPOWERMENT PROGRAM | $5,000 | |
| DREXEL UNIVERSITY SCHOOL OF PUBLIC HEALTH CENTER FOR HUNGER-FREE COMMUNIT | ||||||||
| 1505 RACE STREET BELLET BUILDING | PHILADELPHIA | PA | 19102 | NONE | PC | A TRAUMA-INFORMED TANF: INTEGRATING SELF PEER SUPPORT GROUPS TO IMPROVE MATERNAL AND CHILD HEALTH | $46,156 | 11TH FLOOR MAIL STOP 1035 |
| EAGLES CHARITABLE FOUNDATION INC | ||||||||
| ONE NOVACARE WAY NOVACARE COMPLEX | PHILADELPHIA | PA | 19145 | NONE | PC | GIVE KIDS SIGHT DAY | $14,000 | |
| EAGLES YOUTH PARTNERSHIP | ||||||||
| ONE NOVACARE WAY NOVACARE COMPLEX | PHILADELPHIA | PA | 19145 | NONE | PC | EAGLES EYE MOBILE PROGRAM | $35,000 | |
| FAMILY SUPPORT LINE | ||||||||
| 100 WEST SIXTH STREET | MEDIA | PA | 19063 | NONE | PC | DELAWARE COUNTY CHILDREN'S ADVOCACY CENTER | $30,000 | |
| THE FOUNDATION FOR ENHANCING COMMUNITIES | ||||||||
| 200 N 3RD STREET 8TH FLOOR | HARRISBURG | PA | 17108 | NONE | PC | PENNSYLVANIA COALITION FOR ORAL HEALTH | $5,000 | |
| GARCES FOUNDATION | ||||||||
| 212 RACE STREET SUITE 1A | PHILADELPHIA | PA | 19106 | NONE | PC | COMMUNITY ORAL HEALTH PROGRAM | $20,000 | |
| GEARING UP | ||||||||
| 1221 LOCUST STREET SUITE 105 | PHILADELPHIA | PA | 19107 | NONE | PC | COMMUNITY PROGRAMS AND IMPACT EVALUATION | $10,000 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | FIFTY PERCENT OF ANNUAL MEMBERSHIP | $1,898 | 1200 |
| HEALTH CARE ACCESS (FORMER PHOENIXVILLE HEALTHCARE ACCESS FOUNDATION) | ||||||||
| 723 WHEATLAND STREET | PHOENIXVILLE | PA | 19460 | NONE | PC | DENTAL PROGRAM | $25,000 | |
| HEALTHLINK MEDICAL CENTER | ||||||||
| 1775 STREET ROAD | SOUTHAMPTON | PA | 18966 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| KEYSTONE CARE | ||||||||
| 8765 STENTON AVENUE | WYNDMOOR | PA | 19038 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LEGAL AID OF SOUTHEASTERN PENNSYLVANIA | ||||||||
| 625 SWEDE STREET | NORRISTOWN | PA | 19401 | NONE | PC | STEPS TO SECURITY PROGRAM | $20,000 | |
| LEGAL CLINIC FOR THE DISABLED | ||||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | NONE | PC | MEDICAL LEGAL PARTNERSHIP INITIATIVE | $30,000 | |
| LUTHERAN CHILDREN AND FAMILY SERVICE OF EASTERN PENNSYLVANIA | ||||||||
| 5401 RISING SUN AVENUE | PHILADELPHIA | PA | 19120 | NONE | PC | PHILADELPHIA REFUGEE MENTAL HEALTH COLLABORATIVE | $20,000 | |
| MATERNAL AND CHILD HEALTH CONSORTIUM | ||||||||
| 30 WEST BARNARD STREET SUITE 1 | WEST CHESTER | PA | 19382 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | ||||||||
| 2323 RANSTEAD ST | PHILADELPHIA | PA | 19103 | NONE | PC | COMPREHENSIVE NUTRITION SUPPORT FOR THE CRITICALLY ILL | $25,000 | |
| MISSION KIDS - CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY | ||||||||
| PO BOX 413 | BLUE BELL | PA | 19422 | NONE | PC | CASE COORDINATOR | $40,000 | |
| NATIONALITIES SERVICE CENTER | ||||||||
| 1216 ARCH STREET 4TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PC | DOMESTIC VIOLENCE PROGRAM | $30,000 | |
| NORTHEAST TREATMENT CENTER | ||||||||
| 499 N 5TH STREET SUITE A | PHILADELPHIA | PA | 19123 | NONE | PC | EMERGENCY FAMILY FUND | $15,000 | |
| PENNSYLVANIA HOSPITAL | ||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | NONE | PC | HISTORIC PRESERVATION EFFORTS | $98,498 | |
| PENNSYLVANIA HOSPITAL ABRAMSON CANCER CENTER | ||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | NONE | PC | JOAN KARNELL SUPPORTIVE CARE PROGRAM | $10,000 | |
| PENNSYLVANIA HOSPITAL DEPARTMENT OF OBSTETRICS & GYNECOLOGY | ||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | NONE | PC | LATINA COMMUNITY HEALTH PROGRAM | $96,688 | |
| PENNSYLVANIA HOSPITAL DIABETES EDUCATION CENTER | ||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | NONE | PC | CERTIFIED HEALTH EDUCATION SPECIALIST, DIABETES EDUCATION PROGRAM | $34,318 | |
| PHILADELPHIA CHILDREN'S ALLIANCE | ||||||||
| 42 SOUTH 15TH STREET SUITE 300 | PHILADELPHIA | PA | 19102 | NONE | PC | VICTIM ADVOCACY AND MENTAL HEALTH SERVICES | $20,000 | |
| PHILADELPHIA LEGAL ASSISTANCE CENTER | ||||||||
| 718 ARCH STREET SUITE 300N | PHILADELPHIA | PA | 19106 | NONE | PC | PHILADELPHIA'S MEDICAL-LEGAL-COMMUNITY PARTNERSHIP | $10,000 | |
| PHILANTHROPHY NETWORK GREATER PHILADELPHIA | ||||||||
| 230 SOUTH BROAD STREET SUITE 402 | PHILADELPHIA | PA | 19102 | NONE | PC | FIFTY PERCENT OF ANNUAL MEMBERSHIP | $2,063 | |
| RESOURCES FOR HUMAN DEVELOPMENT | ||||||||
| 4700 WISSAHICKON AVENUE | PHILADELPHIA | PA | 19144 | NONE | PC | FEDERAL HEALTH INSURANCE NAVIGATION PROGRAM | $20,000 | |
| RESOURCES FOR HUMAN DEVELOPMENT FOR HEALTH NEWSWORKS | ||||||||
| 4700 WISSAHICKON AVENUE | PHILADELPHIA | PA | 19144 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SALUS UNIVERSITY THE EYE INSTITUTE | ||||||||
| 8360 OLD YORK ROAD | ELKINS PARK | PA | 19027 | NONE | PC | VISION CARE SERVICES FOR CHILDREN IN THE PHILADELPHIA PUBLIC SCHOOLS | $20,000 | |
| ST CHRISTOPHER'S FOUNDATION FOR CHILDREN | ||||||||
| 1800 JOHN F KENNEDY BOULEVARD SUITE | PHILADELPHIA | PA | 19103 | NONE | PC | COMMUNITY ORAL HEALTH INITIATIVE | $10,000 | 1550 |
| SUNDAY SUPPERS A DIVISION OF SHARE FOOD PROGRAM | ||||||||
| 7203 LINCOLN DRIVE | PHILADELPHIA | PA | 19119 | NONE | PC | SUNDAY SUPPERS | $30,000 | |
| SUPPORT CENTER FOR CHILD ADVOCATES | ||||||||
| 1900 CHERRY STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| UNIVERSITY OF PENNSYLVANIA URBAN NUTRITION INITIATIVE | ||||||||
| 3451 WALNUT STREET SUITE 221 | PHILADELPHIA | PA | 19104 | NONE | PC | GROWING TOGETHER FOR HEALTHY COMMUNITIES | $20,000 | |
| VISITING NURSE ASSOCIATION - COMMUNITY SERVICES | ||||||||
| 1421 HIGHLAND AVENUE | ABINGTON | PA | 19001 | NONE | PC | CHILDREN'S HEALTH CENTER | $20,000 | |
| WEAVERS WAY COMMUNITY PROGRAMS | ||||||||
| 559 CARPENTER LANE | PHILADELPHIA | PA | 19119 | NONE | PC | HOPE GARDEN - FAMILY/ADULT PROGRAM | $40,000 | |
| WHY NOT PROSPER | ||||||||
| PO BOX 949 | NORRISTOWN | PA | 19404 | NONE | PC | DOMESTIC VIOLENCE PROGRAM AT RIVERSIDE CORRECTIONAL FACILITY | $4,000 | |
| WOMEN'S COMMUNITY REVITALIZATION PROJECT | ||||||||
| 100 WEST OXFORD STREET | PHILADELPHIA | PA | 19122 | NONE | PC | TENANT SERVICES: STABLE HOUSING FOR FAMILY WELL-BEING | $15,000 | |
| WOMEN'S MEDICAL FUND | ||||||||
| 1211 CHESTNUT STREET SUITE 700 | PHILADELPHIA | PA | 19107 | NONE | PC | HELP LINE SERVICE ENHANCEMENT | $39,000 | |
| WOMEN'S THERAPY CENTER | ||||||||
| 1315 WALNUT STREET SUITE 1004 | PHILADELPHIA | PA | 19107 | NONE | PC | PSYCHOTHERAPY FOR LOW-INCOME WOMEN | $14,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,295,621 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAMILY SUPPORT LINE | |||||||
| 100 WEST SIXTH STREET | MEDIA | PA | 19063 | NONE | PC | DELAWARE COUNTY CHILDREN'S ADVOCACY CENTER | $35,000 |
| NATIONALITIES SERVICE CENTER | |||||||
| 1216 ARCH STREET 4TH FLOOR | PHILADELPHIA | PA | 17108 | NONE | PC | DOMESTIC VIOLENCE PROGRAM | $30,000 |
| PENNSYLVANIA HOSPITAL | |||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 17108 | NONE | PC | HISTORIC PRESERVATION EFFORTS | $63,311 |
| RESOURCES FOR HUMAN DEVELOPMENT FOR HEALTH NEWSWORKS | |||||||
| 4700 WISSAHICKON AVENUE | PHILADELPHIA | PA | 19144 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| SUNDAY SUPPERS A DIVISION OF SHARE FOOD PROGRAM | |||||||
| 7203 LINCOLN DRIVE | PHILADELPHIA | PA | 19119 | NONE | PC | SUNDAY SUPPERS | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $178,311 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $698 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,239 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285,957 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,752 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,616,931 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $23,264 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,658,759 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $26,255 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,562,345 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,588,600 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $56,185 | Amt |
| Net Investment Income | $22,104 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,081 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,027,342 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,027,342 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME BONDS-LOOMIS CORE PLUS BOND FUND | FMV | $3,821,167 | $3,821,167 |
| FIXED INCOME BONDS-SANKATY SENIOR LOAN FUND | FMV | $1,302,272 | $1,302,272 |
| EQUITY FUNDS-ABERDEEN EMERGING MARKETS | FMV | $2,221,362 | $2,221,362 |
| EQUITY FUNDS-ARTISAN MID CAP FUND INST SH | FMV | $3,325,144 | $3,325,144 |
| EQUITY FUNDS-BMO SMALL-CAP GROWTH FUND INST | FMV | $1,100,340 | $1,100,340 |
| EQUITY FUNDS-HARBOR INTERNATIONAL FUND-INST | FMV | $0 | $0 |
| EQUITY FUNDS-PIMCO COMMODITY/REAL RETURN | FMV | $0 | $0 |
| HEDGE FUNDS-PIMCO STOCK PLUS LP B | FMV | $4,623,070 | $4,623,070 |
| HEDGE FUNDS-GRYPHON INTERNATIONAL EAFE GROWTH FUND | FMV | $3,724,494 | $3,724,494 |
| HEDGE FUNDS-IRIDIAN PRIVATE EQUITY | FMV | $2,974,293 | $2,974,293 |
| HEDGE FUNDS-ADVISORY SMALL/MID CAP VALUE II | FMV | $1,103,908 | $1,103,908 |
| HEDGE FUNDS-FORESTER OFFSHORE LTD CLASS B 1/10 | FMV | $2,746,969 | $2,746,969 |
| HEDGE FUNDS-FORESTER OFFSHORE LTD CLASS A 10/09 | FMV | $1,700,431 | $1,700,431 |
| PRIVATE EQUITY-TIFF PRIVATE EQUITY PARTNERS 2008, LLC | FMV | $1,183,040 | $1,183,040 |
| PRIVATE EQUITY-TIFF PRIVATE EQUITY PARTNERS 2009, LLC | FMV | $668,283 | $668,283 |
| PRIVATE EQUITY-TIFF PRIVATE EQUITY PARTNERS 2011, LLC | FMV | $728,879 | $728,879 |
| REAL ESTATE FUNDS-MADISON INTERNATIONAL REAL ESTATE LIQUIDITY FUND | FMV | $842,033 | $842,033 |
| REAL ESTATE FUNDS-BPG FUND IX | FMV | $716,335 | $716,335 |
| HEDGE FUNDS-FPA MULTI ADVISOR FUND | FMV | $1,961,811 | $1,961,811 |
| HEDGE FUNDS-LONE JUNIPER | FMV | $1,448,018 | $1,448,018 |
| PRIVATE EQUITY-RCP FUND VIII | FMV | $339,637 | $339,637 |
| EQUITY FUNDS-DIMENSIONAL FUND ADVISORS | FMV | $3,746,020 | $3,746,020 |
| COMMODITIES-VAN ECK CM COMMODITY FUND | FMV | $957,361 | $957,361 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,860 | LegalFeesAmt |
| Net Investment Income | $93 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,768 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $15,767 | $20,000 | $20,000 |
| PREPAID FEDERAL EXCISE TAX | $2,000 | $9,100 | $9,100 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $412,796 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $4,132 | $0 | $4,132 |
| ADMINISTRATIVE FEE | $236,069 | $27,854 | $208,215 |
| BANK CHARGES | $141 | $141 | $0 |
| OFFICE EXPENSE | $25,688 | $1,284 | $21,269 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLOCATION OF PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $341,127 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,618,683 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $341,127 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX BENEFIT | Desc |
| Amt | $83,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX LIABILITY | $185,000 | $102,000 |
| RENT PAYABLE | $0 | $13,572 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT ADMINISTRATOR | $8,850 | $0 | $8,850 |
| INVESTMENT ADVISORY | $66,544 | $66,544 | $0 |
| IT CONSULTING | $4,200 | $210 | $3,990 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PF EXCISE TAX | CategoryTxt |
| Amt | $81,854 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments