2015-11-05T15:29:45-06:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990PF 2014-01-01 232904262 FIRST HOSPITAL FOUNDATION FIRS 2155464290 230 SOUTH BROAD STREET NO 810 PHILADELPHIA PA 19102 PETER THOMPSON TREASURER 2155464290 2015-10-27 1 DAVID JACOBSON P01685411 2156433900 2014 2016-03-07 17:11:31Z X 44099514 X X 698 698 287196 871184 1682023 6969949 1098035 341127 1618683 2311044 3588600 0 0 0 1860 93 1768 56185 22104 34081 79594 66754 12840 81854 0 0 2981 0 31272 1564 18675 16424 0 16810 266030 29279 233616 536200 119794 317790 1151087 1295632 1687287 119794 1613422 623757 3468806 3664 6051 6051 1371521 771284 771284 4471 6611 6611 1939709 2027342 2027342 38621 14362 286 24259 24259 40683176 41234867 41234867 17767 29100 29100 44020594 44099514 44099514 42799 41731 322856 178311 185000 115572 550655 335614 X 43469939 43763900 43469939 43763900 44020594 44099514 43469939 623757 83000 44176696 412796 43763900 PUBLICLY TRADED SECURITIES P 6969949 6969949 0 0 K1 PASSTHROUGH - ADVISORY RESEARCH SMALL/MID CAP P 243132 243132 K1 PASSTHROUGH - THE COLCHESTER GLOBAL BOND FUND P 15024 15024 K1 PASSTHROUGH - GRYPHON INTERNATIONAL EAFE GROWTH FUND P 475120 475120 K1 PASSTHROUGH - HARBOR INTERNATIONAL FUND P 467721 467721 K1 PASSTHROUGH - PIMCO COMMODITY REAL RETURN STRAT INST P -380793 -380793 K1 PASSTHROUGH - RCP FUND VIII FEEDER, LTD. P 35140 35140 K1 PASSTHROUGH - SANKATY SENIOR LOAN FUND, LP P 1534 1534 K1 PASSTHROUGH - TIFF PRIVATE EQUITY PARTNERS 2008, LLC P 116612 116612 K1 PASSTHROUGH - TIFF PRIVATE EQUITY PARTNERS 2009, LLC P 35164 35164 K1 PASSTHROUGH - TIFF PRIVATE EQUITY PARTNERS 2011, LLC P 89381 89381 CAPITAL GAIN DISTRIBUTIONS P 0 0 1098035 0 1733309 41111984 0.042161 1784580 38406888 0.046465 1715436 38584616 0.044459 0.133085 0.044362 44365087 1968124 34688 2002812 1613422 69376 0 69376 0 69376 54000 64000 118000 X 48624 48624 0 0 0 0 0 0 0 0 0 1 1 0 0 1 PA 1 0 0 0 0 1 WWW.FIRSTHOSPITALFDN.ORG ANN MARIE HEALY EXECUTIVE DIRECTOR 2155464290 230 SOUTH BROAD STREET SUITE 810 PHILADELPHIA PA 19102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 HEALTH FEDERATION OF PHILADELPHIA 1211 CHESTNUT STREET SUITE 801 PHILADELPHIA PA 19107 EMPLOYMENT SERVICES 237985 COLONIAL CONSULTING LLC 750 THIRD AVENUE 20TH FLOOR NEW YORK NY 10017 INVESTMENT ADVISORS 66544 0 0 44723288 317409 0 45040697 0 0 45040697 675610 44365087 2218254 2218254 69376 528 69904 2148350 0 2148350 0 2148350 1613422 0 1613422 0 1613422 2148350 525337 0 0 1613422 525337 0 0 1088085 0 0 0 0 0 0 0 0 1060265 0 0 0 SEE FOUNDATION WEBSITE FOR DETAILS 230 S BROAD STREET SUITE 810 PHILADELPHIA PA 19102 2155464290 INFO@FIRSTHOSPITALFDN.ORG SEE FOUNDATION WEBSITE FOR DETAILS SEE FOUNDATION WEBSITE FOR DETAILS SEE FOUNDATION WEBSITE FOR DETAILS ANTI-VIOLENCE PARTNERSHIP OF PHILADELPHIA 2000 HAMILTON STREET SUITE 304 PHILADELPHIA PA 19130 NONE PC AVP COUNSELING CENTER 25000 ATTIC YOUTH CENTER 255 SOUTH 16TH STREET PHILADELPHIA PA 19102 NONE PC MENTAL HEALTH COUNSELING 30000 BENEFITS DATA TRUST 2 LOGAN SQUARE SUITE 550 PHILADELPHIA PA 19103 NONE PC PA BENEFITS CENTER 30000 BETHESDA PROJECT 1630 SOUTH STREET PHILADELPHIA PA 19146 NONE PC GENERAL OPERATING SUPPORT 10000 BRANDYWINE HEALTH FOUNDATION 50 SOUTH 1ST AVENUE COATESVILLE PA 19320 NONE PC MENTAL HEALTH FIRST AID PROGRAM 15000 CANCER SUPPORT COMMUNITY GREATER PHILADELPHIA 4100 CHAMOUNIX DRIVE PHILADELPHIA PA 19131 NONE PC PSYCHOSOCIAL CANCER SUPPORT FOR NORTH PHILADELPHIA FAMILIES 30000 CENTER FOR ADVOCACY FOR THE RIGHTS AND INTERESTS OF THE ELDERLY (CARIE) 1500 JFK BOULEVARD SUITE 1500 PHILADELPHIA PA 19102 NONE PC CARIE LINE 25000 THE CENTER FOR AUTISM 3905 FORD ROAD SUITE 6 PHILADELPHIA PA 191315469 NONE PC GENERAL OPERATING SUPPORT 25000 CHESPENN HEALTH SERVICES 2600 WEST 9TH STREET 2 NORTH CHESTER PA 19013 NONE PC INTEGRATION OF BEHAVIORAL AND PRIMARY HEALTH CARE SERVICES 40000 CHILDREN'S CRISIS TREATMENT CENTER 1080 NORTH DELAWARE AVENUE SUITE 600 PHILADELPHIA PA 19125 NONE PC CCTC'S EXPANSION SERVICES TO MONTGOMERY COUNTY 30000 COMMUNITY VOLUNTEERS IN MEDICINE 200 B LAWRENCE DRIVE WEST CHESTER PA 19380 NONE PC DIABETES PROGRAM 30000 DAEMION COUNSELING CENTER 95 HOWELLVILLE ROAD BERWYN PA 19312 NONE PC STUDENT AND FAMILY EMPOWERMENT PROGRAM 5000 DREXEL UNIVERSITY SCHOOL OF PUBLIC HEALTH CENTER FOR HUNGER-FREE COMMUNIT 1505 RACE STREET BELLET BUILDING 11TH FLOOR MAIL STOP 1035 PHILADELPHIA PA 19102 NONE PC A TRAUMA-INFORMED TANF: INTEGRATING SELF PEER SUPPORT GROUPS TO IMPROVE MATERNAL AND CHILD HEALTH 46156 EAGLES CHARITABLE FOUNDATION INC ONE NOVACARE WAY NOVACARE COMPLEX PHILADELPHIA PA 19145 NONE PC GIVE KIDS SIGHT DAY 14000 EAGLES YOUTH PARTNERSHIP ONE NOVACARE WAY NOVACARE COMPLEX PHILADELPHIA PA 19145 NONE PC EAGLES EYE MOBILE PROGRAM 35000 FAMILY SUPPORT LINE 100 WEST SIXTH STREET MEDIA PA 19063 NONE PC DELAWARE COUNTY CHILDREN'S ADVOCACY CENTER 30000 THE FOUNDATION FOR ENHANCING COMMUNITIES 200 N 3RD STREET 8TH FLOOR HARRISBURG PA 17108 NONE PC PENNSYLVANIA COALITION FOR ORAL HEALTH 5000 GARCES FOUNDATION 212 RACE STREET SUITE 1A PHILADELPHIA PA 19106 NONE PC COMMUNITY ORAL HEALTH PROGRAM 20000 GEARING UP 1221 LOCUST STREET SUITE 105 PHILADELPHIA PA 19107 NONE PC COMMUNITY PROGRAMS AND IMPACT EVALUATION 10000 GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVENUE NW SUITE 1200 WASHINGTON DC 20036 NONE PC FIFTY PERCENT OF ANNUAL MEMBERSHIP 1898 HEALTH CARE ACCESS (FORMER PHOENIXVILLE HEALTHCARE ACCESS FOUNDATION) 723 WHEATLAND STREET PHOENIXVILLE PA 19460 NONE PC DENTAL PROGRAM 25000 HEALTHLINK MEDICAL CENTER 1775 STREET ROAD SOUTHAMPTON PA 18966 NONE PC GENERAL OPERATING SUPPORT 20000 KEYSTONE CARE 8765 STENTON AVENUE WYNDMOOR PA 19038 NONE PC GENERAL OPERATING SUPPORT 25000 LEGAL AID OF SOUTHEASTERN PENNSYLVANIA 625 SWEDE STREET NORRISTOWN PA 19401 NONE PC STEPS TO SECURITY PROGRAM 20000 LEGAL CLINIC FOR THE DISABLED 1513 RACE STREET PHILADELPHIA PA 19102 NONE PC MEDICAL LEGAL PARTNERSHIP INITIATIVE 30000 LUTHERAN CHILDREN AND FAMILY SERVICE OF EASTERN PENNSYLVANIA 5401 RISING SUN AVENUE PHILADELPHIA PA 19120 NONE PC PHILADELPHIA REFUGEE MENTAL HEALTH COLLABORATIVE 20000 MATERNAL AND CHILD HEALTH CONSORTIUM 30 WEST BARNARD STREET SUITE 1 WEST CHESTER PA 19382 NONE PC GENERAL OPERATING SUPPORT 35000 METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE 2323 RANSTEAD ST PHILADELPHIA PA 19103 NONE PC COMPREHENSIVE NUTRITION SUPPORT FOR THE CRITICALLY ILL 25000 MISSION KIDS - CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY PO BOX 413 BLUE BELL PA 19422 NONE PC CASE COORDINATOR 40000 NATIONALITIES SERVICE CENTER 1216 ARCH STREET 4TH FLOOR PHILADELPHIA PA 19107 NONE PC DOMESTIC VIOLENCE PROGRAM 30000 NORTHEAST TREATMENT CENTER 499 N 5TH STREET SUITE A PHILADELPHIA PA 19123 NONE PC EMERGENCY FAMILY FUND 15000 PENNSYLVANIA HOSPITAL 800 SPRUCE STREET PHILADELPHIA PA 19107 NONE PC HISTORIC PRESERVATION EFFORTS 98498 PENNSYLVANIA HOSPITAL ABRAMSON CANCER CENTER 800 SPRUCE STREET PHILADELPHIA PA 19107 NONE PC JOAN KARNELL SUPPORTIVE CARE PROGRAM 10000 PENNSYLVANIA HOSPITAL DEPARTMENT OF OBSTETRICS & GYNECOLOGY 800 SPRUCE STREET PHILADELPHIA PA 19107 NONE PC LATINA COMMUNITY HEALTH PROGRAM 96688 PENNSYLVANIA HOSPITAL DIABETES EDUCATION CENTER 800 SPRUCE STREET PHILADELPHIA PA 19107 NONE PC CERTIFIED HEALTH EDUCATION SPECIALIST, DIABETES EDUCATION PROGRAM 34318 PHILADELPHIA CHILDREN'S ALLIANCE 42 SOUTH 15TH STREET SUITE 300 PHILADELPHIA PA 19102 NONE PC VICTIM ADVOCACY AND MENTAL HEALTH SERVICES 20000 PHILADELPHIA LEGAL ASSISTANCE CENTER 718 ARCH STREET SUITE 300N PHILADELPHIA PA 19106 NONE PC PHILADELPHIA'S MEDICAL-LEGAL-COMMUNITY PARTNERSHIP 10000 PHILANTHROPHY NETWORK GREATER PHILADELPHIA 230 SOUTH BROAD STREET SUITE 402 PHILADELPHIA PA 19102 NONE PC FIFTY PERCENT OF ANNUAL MEMBERSHIP 2063 RESOURCES FOR HUMAN DEVELOPMENT 4700 WISSAHICKON AVENUE PHILADELPHIA PA 19144 NONE PC FEDERAL HEALTH INSURANCE NAVIGATION PROGRAM 20000 RESOURCES FOR HUMAN DEVELOPMENT FOR HEALTH NEWSWORKS 4700 WISSAHICKON AVENUE PHILADELPHIA PA 19144 NONE PC GENERAL OPERATING SUPPORT 20000 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 20000 ST CHRISTOPHER'S FOUNDATION FOR CHILDREN 1800 JOHN F KENNEDY BOULEVARD SUITE 1550 PHILADELPHIA PA 19103 NONE PC COMMUNITY ORAL HEALTH INITIATIVE 10000 SUNDAY SUPPERS A DIVISION OF SHARE FOOD PROGRAM 7203 LINCOLN DRIVE PHILADELPHIA PA 19119 NONE PC SUNDAY SUPPERS 30000 SUPPORT CENTER FOR CHILD ADVOCATES 1900 CHERRY STREET PHILADELPHIA PA 19103 NONE PC GENERAL OPERATING SUPPORT 30000 UNIVERSITY OF PENNSYLVANIA URBAN NUTRITION INITIATIVE 3451 WALNUT STREET SUITE 221 PHILADELPHIA PA 19104 NONE PC GROWING TOGETHER FOR HEALTHY COMMUNITIES 20000 VISITING NURSE ASSOCIATION - COMMUNITY SERVICES 1421 HIGHLAND AVENUE ABINGTON PA 19001 NONE PC CHILDREN'S HEALTH CENTER 20000 WEAVERS WAY COMMUNITY PROGRAMS 559 CARPENTER LANE PHILADELPHIA PA 19119 NONE PC HOPE GARDEN - FAMILY/ADULT PROGRAM 40000 WHY NOT PROSPER PO BOX 949 NORRISTOWN PA 19404 NONE PC DOMESTIC VIOLENCE PROGRAM AT RIVERSIDE CORRECTIONAL FACILITY 4000 WOMEN'S COMMUNITY REVITALIZATION PROJECT 100 WEST OXFORD STREET PHILADELPHIA PA 19122 NONE PC TENANT SERVICES: STABLE HOUSING FOR FAMILY WELL-BEING 15000 WOMEN'S MEDICAL FUND 1211 CHESTNUT STREET SUITE 700 PHILADELPHIA PA 19107 NONE PC HELP LINE SERVICE ENHANCEMENT 39000 WOMEN'S THERAPY CENTER 1315 WALNUT STREET SUITE 1004 PHILADELPHIA PA 19107 NONE PC PSYCHOTHERAPY FOR LOW-INCOME WOMEN 14000 1295621 FAMILY SUPPORT LINE 100 WEST SIXTH STREET MEDIA PA 19063 NONE PC DELAWARE COUNTY CHILDREN'S ADVOCACY CENTER 35000 NATIONALITIES SERVICE CENTER 1216 ARCH STREET 4TH FLOOR PHILADELPHIA PA 17108 NONE PC DOMESTIC VIOLENCE PROGRAM 30000 PENNSYLVANIA HOSPITAL 800 SPRUCE STREET PHILADELPHIA PA 17108 NONE PC HISTORIC PRESERVATION EFFORTS 63311 RESOURCES FOR HUMAN DEVELOPMENT FOR HEALTH NEWSWORKS 4700 WISSAHICKON AVENUE PHILADELPHIA PA 19144 NONE PC GENERAL OPERATING SUPPORT 20000 SUNDAY SUPPERS A DIVISION OF SHARE FOOD PROGRAM 7203 LINCOLN DRIVE PHILADELPHIA PA 19119 NONE PC SUNDAY SUPPERS 30000 178311 14 698 525990 1239 14 285957 525990 1752 01 1616931 525990 23264 18 1658759 26255 3562345 0 3588600 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 56185 22104 34081 2027342 2027342 0 0 FIXED INCOME BONDS-LOOMIS CORE PLUS BOND FUND FMV 3821167 3821167 FIXED INCOME BONDS-SANKATY SENIOR LOAN FUND FMV 1302272 1302272 EQUITY FUNDS-ABERDEEN EMERGING MARKETS FMV 2221362 2221362 EQUITY FUNDS-ARTISAN MID CAP FUND INST SH FMV 3325144 3325144 EQUITY FUNDS-BMO SMALL-CAP GROWTH FUND INST FMV 1100340 1100340 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 4623070 4623070 HEDGE FUNDS-GRYPHON INTERNATIONAL EAFE GROWTH FUND FMV 3724494 3724494 HEDGE FUNDS-IRIDIAN PRIVATE EQUITY FMV 2974293 2974293 HEDGE FUNDS-ADVISORY SMALL/MID CAP VALUE II FMV 1103908 1103908 HEDGE FUNDS-FORESTER OFFSHORE LTD CLASS B 1/10 FMV 2746969 2746969 HEDGE FUNDS-FORESTER OFFSHORE LTD CLASS A 10/09 FMV 1700431 1700431 PRIVATE EQUITY-TIFF PRIVATE EQUITY PARTNERS 2008, LLC FMV 1183040 1183040 PRIVATE EQUITY-TIFF PRIVATE EQUITY PARTNERS 2009, LLC FMV 668283 668283 PRIVATE EQUITY-TIFF PRIVATE EQUITY PARTNERS 2011, LLC FMV 728879 728879 REAL ESTATE FUNDS-MADISON INTERNATIONAL REAL ESTATE LIQUIDITY FUND FMV 842033 842033 REAL ESTATE FUNDS-BPG FUND IX FMV 716335 716335 HEDGE FUNDS-FPA MULTI ADVISOR FUND FMV 1961811 1961811 HEDGE FUNDS-LONE JUNIPER FMV 1448018 1448018 PRIVATE EQUITY-RCP FUND VIII FMV 339637 339637 EQUITY FUNDS-DIMENSIONAL FUND ADVISORS FMV 3746020 3746020 COMMODITIES-VAN ECK CM COMMODITY FUND FMV 957361 957361 LEGAL 1860 93 1768 DEPOSITS 15767 20000 20000 PREPAID FEDERAL EXCISE TAX 2000 9100 9100 UNREALIZED LOSS ON INVESTMENTS 412796 DUES AND SUBSCRIPTIONS 4132 0 4132 ADMINISTRATIVE FEE 236069 27854 208215 BANK CHARGES 141 141 0 OFFICE EXPENSE 25688 1284 21269 ALLOCATION OF PARTNERSHIP INCOME 341127 1618683 341127 DEFERRED EXCISE TAX BENEFIT 83000 DEFERRED FEDERAL EXCISE TAX LIABILITY 185000 102000 RENT PAYABLE 0 13572 GRANT ADMINISTRATOR 8850 0 8850 INVESTMENT ADVISORY 66544 66544 0 IT CONSULTING 4200 210 3990 PF EXCISE TAX 81854 0 0