STONELEIGH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STONELEIGH FOUNDATION (EIN 37-1526458)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201401359349100215
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T08:00:48-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232896692 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371526458 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONELEIGH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STON | NameControl |
| Phone | 2157357080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET NO 1130 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHY M WEISS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2157357080 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER SOLOT | Name |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 82650774 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 70912256 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 63779 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 63779 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 63779 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 222087 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 222087 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 222087 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 77150 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 77150 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 71275272 | TotalRevenueAndExpenses |
| Total Net Investment Income | 363016 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 285866 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 183929 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 183484 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 279869 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 271456 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 48844 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 53153 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 5600 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 4540 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 25531 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 25634 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 93571 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 63622 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 63622 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 14847 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 52942 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 362 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 362 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 34357 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1963 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 0 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 58442 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 58531 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 38973 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 40271 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 49402 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 45760 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 839066 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 63984 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 63984 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 732033 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1065525 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1086690 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1904591 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 63984 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 63984 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1818723 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 69370681 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 299032 | NetInvestmentIncome |
| Adjusted Net Income | 221882 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 122695 | CashBOY |
| Cash EOY | 445073 | CashEOY |
| Cash EOYFMV | 445073 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1330078 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1605112 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1605112 | SavingsAndTempCashInvstEOYFMV |
| Pledges Receivable | 69600000 | PledgesReceivable |
| Pledges Receivable BOY | 1292884 | PledgesReceivableBOY |
| Pledges Receivable EOY | 69600000 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 69600000 | PledgesReceivableEOYFMV |
| Prepaid Expenses BOY | 17484 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 17443 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 17443 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 884087 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 887098 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 871136 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6592939 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6894816 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7866181 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2037063 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2254071 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2242723 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 21437 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 18331 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 3960 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 3106 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 3106 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 12281190 | TotalAssetsBOY |
| Total Assets EOY | 81706719 | TotalAssetsEOY |
| Total Assets EOYFMV | 82650774 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 35266 | AccountsPayableBOY |
| Accounts Payable EOY | 52319 | AccountsPayableEOY |
| Grants Payable BOY | 1292884 | GrantsPayableBOY |
| Grants Payable EOY | 1315479 | GrantsPayableEOY |
| Other Liabilities BOY | 3700 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 18900 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1331850 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1386698 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 10949340 | UnrestrictedBOY |
| Unrestricted EOY | 10720021 | UnrestrictedEOY |
| Temporarily Restricted EOY | 69600000 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 10949340 | TotalNetAssetsBOY |
| Total Net Assets EOY | 80320021 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12281190 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 81706719 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10949340 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 69370681 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 80320021 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 80320021 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|
| STCL | -99402 | -99402 |
| LTCG | 176552 | 176552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 77150 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -99402 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1354496 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11892472 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.113895 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1838083 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9060840 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.202860 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1538450 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 202050 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 7.614204 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 735343 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 183823 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 4.000277 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 726537 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 169743 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 4.280218 | DistributionRatioYear5 |
| Total Distribution Ratio | 16.211454 | TotalDistributionRatio |
| Average Distribution Ratio | 3.242291 | AverageDistributionRatio |
| Net Noncharitable Assets | 12269324 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 39780719 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2990 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 39783709 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1819832 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5981 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5981 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5981 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5202 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 7202 | TotalCreditsAndPayments |
| Overpayment | 1221 | Overpayment |
| Amount Credited To Next Year | 1221 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | STONELEIGHFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2157357080 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET NO 1130 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CAROLE HAAS GRAVAGNO | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | CHAIR | 2.00 | 0 | 0 | 0 |
| DAVID W HAAS | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | TREASURER | 1.00 | 0 | 0 | 0 |
| ELIZABETH WERTHAN | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | SECRETARY | 1.00 | 0 | 0 | 0 |
| DARLYNE BAILEY | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| PAUL DILORENZO | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ROBERT FISHMAN | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MORRISON C HUSTON JR | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| FRAZIERITA D KLASEN | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| LAURENCE STEINBERG | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| KATHERINE HANRAHAN | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CATHY M WEISS | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | EXECUTIVE DIRECTOR | 37.50 | 162445 | 21484 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN OPERATING THE FELLOWSHIP PROGRAMS, THE CENTER SEEKS TO: -AFFECT THE WELL-BEING OF CHILDREN AND YOUTH; -INVEST IN POLICY CHANGE, PRACTICE IMPROVEMENT, AND RESEARCH DISSEMINATION; -SUPPORT INDIVIDUALS WHO CAN MAKE A DIFFERENCE IN THE LIVES OF VULNERABLE CHILDREN; -SPUR INNOVATION THAT LINKS THE MAJOR PUBLIC SYSTEMS SERVING YOUNG PEOPLE:CHILD WELFARE, EDUCATION, AND JUVENILE JUSTICE; -MAKE A SIGNIFICANT AGGREGATE DIFFERENCE IN THE FIELD THROUGH THE CREATION OF A COMMUNITY OF FELLOWS ENGAGED IN PROJECTS TACKLING SIMILAR PROBLEMS THROUGH A VARIETY OF APPROACHES. | Description1 |
| Expenses1 | 1818723 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10681085 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1757617 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 17464 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12456166 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12456166 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 186842 | CashDeemedCharitable |
| Net Noncharitable Assets | 12269324 | NetNoncharitableAssets |
| Minimum Investment Return | 613466 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1818723 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 1109 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 1819832 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1819832 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2006-11-18 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 221882 | CurrentYear |
| Year1 | 192603 | Year1 |
| Year2 | 36604 | Year2 |
| Year3 | 714 | Year3 |
| Total | 451803 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 188600 | CurrentYear |
| Year1 | 163713 | Year1 |
| Year2 | 31113 | Year2 |
| Year3 | 607 | Year3 |
| Total | 384033 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1819832 | CurrentYear |
| Year1 | 1354496 | Year1 |
| Year2 | 1838083 | Year2 |
| Year3 | 1531031 | Year3 |
| Total | 6543442 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 733142 | CurrentYear |
| Year1 | 449105 | Year1 |
| Year2 | 384567 | Year2 |
| Year3 | 407750 | Year3 |
| Total | 1974564 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1086690 | CurrentYear |
| Year1 | 905391 | Year1 |
| Year2 | 1453516 | Year2 |
| Year3 | 1123281 | Year3 |
| Total | 4568878 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 408977 | CurrentYear |
| Year1 | 396416 | Year1 |
| Year2 | 302028 | Year2 |
| Year3 | 6735 | Year3 |
| Total | 1114156 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CATHY M WEISS EXECUTIVE DIRECTOR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE FOUNDATIONS CORPORATE | AddressLine1 |
| Address Line2 | OFFICE | AddressLine2 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2157357080 | RecipientPhoneNumber |
| Form And Info And Materials | SEE ATTACHED GRANT PROCEDURES FOR DETAILS. | FormAndInfoAndMaterials |
| Submission Deadlines | SEE ATTACHED GRANT PROCEDURES FOR DETAILS. | SubmissionDeadlines |
| Restrictions On Awards | SEE ATTACHED GRANT PROCEDURES FOR DETAILS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient RelationshipRecipientRelationship |
|---|---|---|---|---|---|---|---|
| DREXEL UNIVERSITY (CHARLES WILLIAMS) | |||||||
| 3001 MARKET STREET | PHILADELPHIA | PA | 19104 | 509(A)(1) | RESEARCH FELLOWSHIP | $130,000 | |
| DREXEL UNIVERSITY COLLEGE OF MEDICINE (THEODORE CORBIN) | |||||||
| 245 N 15TH STREET | PHILADELPHIA | PA | 19102 | 509(A)(1) | RESEARCH FELLOWSHIP | $135,000 | |
| EDUCATION LAW CENTER (MARNIE KAPLAN) | |||||||
| 1315 WALNUT STREET SUITE 400 | PHILADELPHIA | PA | 19107 | 509(A)(1) | RESEARCH FELLOWSHIP | $63,600 | |
| EDUCATION WORKS GREG VOLZ | |||||||
| PO BOX 212 | LENNI | PA | 19152 | RESEARCH FELLOWSHIP | $29,924 | NONE | |
| FATHERS DAY RALLY COMMITTEE INC- | |||||||
| 3201 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19130 | 509(A)(1) | GRANT AWARD FOR CALL TO ACTION: BLACK ON BLACK VIOLENCE | $3,500 | |
| FIELD CENTER FOR CHILDREN'S POLICY PRACTICE AND RESEARCH THE (STEPHEN ST | |||||||
| 3815 WALNUT STREET | PHILADELPHIA | PA | 19104 | 509(A)(1) | RESEARCH FELLOWSHIP | $1,310 | |
| HEALTH FEDERATION OF PHILADELPHIA (MAGRIELLE EISEN) | |||||||
| 1211 CHESTNUT STREET SUITE 801 | PHILADELPHIA | PA | 19107 | 509(A)(1) | RESEARCH FELLOWSHIP | $63,600 | |
| INSTITUE FOR SAFE FAMILIES (EMILY KRONENBERGER) | |||||||
| 3502 SCOTTS LANE BUILDING I SUITE 4 | PHILADELPHIA | PA | 19129 | 509(A)(1) | RESEARCH FELLOWSHIP | $63,529 | |
| JODY GREENBLATT | |||||||
| 301 REX AVENUE | PHILADELPHIA | PA | 19118 | RESEARCH FELLOWSHIP | $122,778 | NONE | |
| JUVENILE LAW CENTER | |||||||
| 1315 WALNUT STREET | PHILADELPHIA | PA | 19107 | 509(A)(1) | GRANT TO SUPPORT YOUTH BUREAU | $10,000 | |
| PHILADELPHIA YOUTH NETWORK (CATHERINE BUTTNER) | |||||||
| 714 MARKET STREET SUITE 304 | PHILADELPHIA | PA | 19106 | 501(C)(3) | RESEARCH FELLOWSHIP AND SUMMER YOUTH INTERN | $65,030 | |
| RESEARCH FOR ACTION | |||||||
| 100 S BROAD ST 700 | PHILADELPHIA | PA | 19110 | RESEARCH YOUTH STUDY | $27,000 | NONE | |
| RICHARD GREENWALD | |||||||
| 2210 DELANCEY PLACE | PHILADELPHIA | PA | 19105 | RESEARCH FELLOWSHIP | $40,937 | NONE | |
| RUFUS SYLVESTER LYNCH | |||||||
| 1730 NORTH 71ST STREET | PHILADELPHIA | PA | 19151 | RESEARCH FELLOWSHIP AND TARGETED ASSISTANCE | $129,535 | NONE | |
| UNIVERSITY OF NEW HAMPSHIRE (CRIME RESEARCH AGAINST CENTER) (LISA JONES) | |||||||
| 10 WEST EDGE DRIVE SUITE 106 | DURHAM | NC | 03824 | 509(A)(1) | RESEARCH FELLOWSHIP | $100,947 | |
| VERA INSTITUTE OF JUSTICE (DANIELLE SERED) | |||||||
| 233 BROADWAY 12TH FLOOR | NEW YORK | NY | 10279 | 509(A)(1) | RESEARCH FELLOWSHIP | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1086690 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient RelationshipRecipientRelationship |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF PENNSYLVANIA (MAHEEN KALEEM) | |||||||
| EASTERN REGION OFFICE PO BOX 40008 | PHILADELPHIA | PA | 19106 | 509(A)(1) | RESEARCH FELLOWSHIP | $62,530 | |
| CONGRESO DE LATINOS UNIDOS (STEVEN LAINEZ) | |||||||
| 216 EAST SOMERSET STREET | PHILADELPHIA | PA | 19133 | GOVT AGENCY | RESEARCH FELLOWSHIP | $63,600 | |
| JODY GREENBLATT | |||||||
| 301 REX AVENUE | PHILADELPHIA | PA | 19118 | RESEARCH FELLOWSHIP | $116,222 | NONE | |
| JUVENILE LAW CENTER | |||||||
| 1315 WALNUT STREET | PHILADELPHIA | PA | 19107 | 509(A)(1) | GRANT | $15,000 | |
| PEOPLE'S EMERGENCY CENTER (LEIGH WILSON) | |||||||
| 325 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 509(A)(1) | RESEARCH FELLOWSHIP | $60,800 | NONE |
| RICHARD GREENWALD | |||||||
| 2210 DELANCEY PLACE | PHILADELPHIA | PA | 19105 | RESEARCH FELLOWSHIP | $520,018 | NONE | |
| RUFUS SYLVESTER LYNCH | |||||||
| 1730 NORTH 71ST STREET | PHILADELPHIA | PA | 19151 | RESEARCH FELLOWSHIP | $227,020 | NONE | |
| SUPPORT CENTER FOR CHILD ADVOCATES (MEGAN STEPHENS) | |||||||
| 1900 CHERRY STREET | PHILADELPHIA | PA | 19103 | 509(A)(1) | RESEARCH FELLOWSHIP | $63,285 | |
| UNIVERSITY OF NEW HAMPSHIRE (CRIME RESEARCH AGAINST CENTER) (LISA JONES) | |||||||
| 10 WEST EDGE DRIVE SUITE 106 | DURHAM | NC | 03824 | 509(A)(1) | RESEARCH FELLOWSHIP | $212,229 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 1340704 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $63,779 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $222,087 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $77,150 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $363,016 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 363016 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JOHN C AND CHARA C HAAS CHARITBALE | C/O GADSEN SCHNEIDER WOODLAND LLP | RADNOR | PA | 19087 | 1311256 | X | |
| 2 | ESTATE OF CHARA C HAAS DECEASED | C/O SAMUEL T FREEMAN CO | PHILADELPHIA | PA | 19103 | 69600000 | X | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | FAIR MARKET VALUE OF ESTATE AT THE DATE OF DEATH | NoncashPropertyDescription |
| Fair Market Value | 69600000 | FairMarketValue |
| Date Received | 2012-08-15 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDIT | Category |
| Amount | $25,531 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 25634 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | VARIOUS EQUIPMENT | DescriptionOfProperty |
| Date Acquired | 2007-07-01 | DateAcquired |
| Cost Or Other Basis | 21437 | CostOrOtherBasis |
| Prior Years Depreciation | 16368 | PriorYearsDepreciation |
| Life | 3.000000000000 | Life |
| Current Year Expense | 1963 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FORM 990-PF, PAGE 10, PART XV, LINES 2B AND 2DGRANT GUIDELINESTHE STONELEIGH FELLOWSHIP IS DESIGNED TO SUPPORT RESEARCHERS, PRACTITIONERS, AND POLICYMAKERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, CHILD WELFARE, JUVENILE JUSTICE, OR RELATED FIELDS. WE ARE PARTICULARLY INTERESTED IN INDIVIDUALS WHOSE FELLOWSHIP PROPOSAL INVOLVES WORK THAT CROSSES SYSTEMS OR ENHANCES THE COORDINATION OF SERVICE DELIVERY.ACCOMPLISHED PRACTITIONERS, POLICYMAKERS, AND RESEARCHERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, JUVENILE JUSTICE, CHILD WELFARE OR ALLIED FIELDS (E.G. EDUCATION, HEALTH AND BEHAVIORAL HEALTH AS THEY RELATE TO DEPENDENT AND DELINQUENT POPULATIONS) ARE ENCOURAGED TO APPLY. CANDIDATES MIGHT BE PRACTITIONERS IN YOUTH- OR FAMILY-SERVING ORGANIZATIONS OR SYSTEMS, OR POLICYMAKERS, ANALYSTS OR RESEARCHERS WORKING IN NON-PROFIT, GOVERNMENTAL OR ACADEMIC INSTITUTIONS.WE SEEK INDIVIDUALS WHO HAVE:A TRACK RECORD OF ADVOCATING FOR CHANGE IN THE FIELDS OF CHILD WELFARE AND JUVENILE JUSTICE.KNOWLEDGE, UNDERSTANDING, CONTACTS, AND INSTITUTIONAL SUPPORT TO BRING CHANGES TO FRUITION.DEMONSTRATED ABILITY TO DESIGN AND LEAD SYSTEM REFORM.IMAGINATION, TOUGH-MINDEDNESS, AND A FOCUS ON RESULTS.A PASSION FOR THEIR WORK.THE COMMITMENT OF A STRONG PARTNER ORGANIZATION THAT WILL HOST THE FELLOW AND THE PROJECT, PROVIDING BOTH INFRASTRUCTURE AND STRATEGIC ADVICE AND SUPPORT.THE STONELEIGH FELLOWSHIP AWARD IS FLEXIBLE AND TAILORED TO THE NEEDS OF EACH SUCCESSFUL APPLICANT. THE AMOUNT OF THE FINANCIAL AWARD WILL DEPEND ON THE PERSONAL CIRCUMSTANCES OF EACH FELLOW AND PROJECT. AWARDEES ARE EXPECTED TO DEVOTE FULL TIME TO THE STONELEIGH FELLOWSHIP. THEREFORE, EACH AWARD TYPICALLY INCLUDES SALARY, BENEFITS, AND A SMALL STIPEND TO COVER PROJECT-RELATED TRAVEL GOALS. FOR SOME FELLOWS BASED IN ACADEMIC INSTITUTIONS, THE AWARD COVERS A PORTION OF THEIR TIME.BECAUSE OUR FELLOWSHIP SUPPORTS INDIVIDUAL FELLOWS THROUGH SALARY SUPPORT, THEY ARE DETERMINED ON A CASE-BY-CASE BASIS. TO DATE, FELLOWSHIP BUDGETS HAVE FALLEN BETWEEN $80,000-$130,000/YEAR.THE TERM OF THE AWARD VARIES FROM FELLOW-TO-FELLOW BASED ON THE NEEDS OF EACH PROJECT. TO DATE, FELLOWSHIP TERMS HAVE RANGED FROM ONE TO FIVE YEARS. WE HAVE AWARDED ONLY ONE FIVE-YEAR FELLOWSHIP. THE AVERAGE TERM IS THREE YEARS.IN ADDITION TO CANDIDATES' PROFESSIONAL QUALIFICATIONS, STONELEIGH SELECTS FELLOWS BASED ON THE QUALITY OF PROPOSED IDEAS, THE FIT OF PROPOSED PROJECTS WITH THE FOUNDATION'S FOCUS AND GOALS, AND THE LIKELIHOOD THAT THE PROPOSED WORK CAN BE CARRIED OUT EFFECTIVELY. A DIVERSE REVIEW COMMITTEE EVALUATES EACH PROPOSAL. SPECIFIC CRITERIA TO BE USED IN JUDGING PROPOSALS INCLUDE:SIGNIFICANCE: THE PROPOSED WORK EFFECTIVELY ADDRESSES CRITICAL PROGRAM, POLICY OR RESEARCH ISSUES AND THUS IS LIKELY TO IMPROVE THE LIFE OUTCOMES OF YOUTH IMPACTED BY VIOLENCE OR THOSE INVOLVED WITH OR AT RISK OF INVOLVEMENT WITH THE CHILD WELFARE AND JUVENILE JUSTICE SYSTEMS.EFFECTIVENESS: THE PROPOSAL SPECIFICALLY INDICATES HOW THE PROJECT WILL EFFECTIVELY PROMOTE SYSTEMS CHANGE AND HOW IT HAS THE POTENTIAL TO IMPROVE YOUTH OUTCOMES. CANDIDATES INDICATE CLEARLY THEIR PERSONAL EFFECTIVENESS IN BEING ABLE TO CARRY OUT THE WORK.FEASIBILITY: THE SCOPE OF THE PROJECT FITS WITHIN THE TIME AND RESOURCES ALLOTTED BY THE FELLOWSHIP. CANDIDATES INDICATE THAT THEY HAVE THE SUPPORT OF A STRONG PARTNER ORGANIZATION AND REPRESENTATIVES FROM THE PUBLIC SYSTEMS NECESSARY TO ACHIEVE THE PROJECT GOALS. THEY HAVE OTHER FUNDING IF NEEDED.INNOVATION: THE PROPOSED PROJECT CLEARLY ADVANCES STRATEGIES THAT REPRESENT A DEPARTURE FROM STANDARD PRACTICE. IF A CANDIDATE IS APPLYING FOR FUNDS TO CONTINUE AN ONGOING PROJECT, THE PROPOSAL SHOWS HOW THIS FELLOWSHIP WILL SUBSTANTIALLY IMPROVE STANDARD PRACTICE AND WHY STONELEIGH FOUNDATION SUPPORT IS CRITICAL TO ADVANCING THE WORK.MULTI-DISCIPLINARY IMPACT/BREADTH: THE PROPOSED WORK HAS THE POTENTIAL TO BE APPLIED BROADLY AND IMPROVE YOUTH POLICY AND PRACTICE ACROSS A NUMBER OF SYSTEMS AND DISCIPLINES.FIT: THE PROJECT CLEARLY MEETS OUR OVERALL GOALS. THE PROPOSAL AND CANDIDATE CONTRIBUTE TO BUILDING A COMMUNITY OF FELLOWS AND A BODY OF WORK THAT WILL, IN AGGREGATE, ADVANCE THE FIELD. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS | 960221 | 963372 |
| FIXED INCOME MUTUAL FUNDS | 1293850 | 1279351 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCKS | 3637943 | 4424608 |
| EQUITY MUTUAL FUNDS | 3256873 | 3441573 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 887098 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 871136 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $5,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4540 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BOARD EXPENSES | 582 | 0 | 0 | 576 |
| COMMUNITY SUPPORT/EVENTS | 15729 | 0 | 0 | 10822 |
| INSURANCE | 415 | 0 | 0 | 2904 |
| MEMBERSHIP DUES AND SUBSCRIPTIONS | 5223 | 0 | 0 | 5223 |
| OFFICE EQUIPMENT AND LEASE EXPENSES | 4779 | 0 | 0 | 4779 |
| OFFICE SUPPLIES | 10219 | 0 | 0 | 9346 |
| IT/NETWORK SUPPORTS | 5960 | 0 | 0 | 5615 |
| SEL PROJECT | 2895 | 0 | 0 | 2895 |
| OTHER FEES FOR SERVICES | 3600 | 0 | 0 | 3600 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED FEDERAL EXCISE TAX | Description |
| BOY Book Value | 3700 | BOYBookValue |
| EOY Book Value | 18900 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| DISSEMINATION/PR/MARKETING | $25,745 | 0 | 0 | 10643 |
| PENSION PLAN ADMIN | $2,580 | 0 | 0 | 2580 |
| PAYROLL PROCESSING | $1,624 | 0 | 0 | 1624 |
| INVESTMENT FEES | $63,622 | 63622 | 63622 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| JOHN C AND CHARA C HAAS CHARITABLE TRUST | |||
| C/O GADSEN SCHNEIDER WOODWARD LLP | RADNOR | PA | 19087 |
| ESTATE OF CHARA C HAAS DECEASED | |||
| C/O SAMUEL T FREEMAN CO | PHILADELPHIA | PA | 19103 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PAYROLL TAXES | $33,380 | 0 | 0 | 34357 |
| FEDERAL EXCISE TAX ON INVESTMENTS | $19,200 | 0 | 0 | 0 |
| FOREIGN TAX PAID | $362 | 362 | 362 | 0 |
Comments