ARCADIA FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ARCADIA FOUNDATION (EIN 23-6399772)
Tax period
2024-10-01 to 2025-09-30
Filed
2025-12-10
IRS object ID
202503449349100600
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-12-10T06:08:00-08:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232324509PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Clairmont Paciello & Co PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 Tanglewood LaneAddressLine1Txt
CityKing of PrussiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236399772EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARCADIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCABusinessNameControlTxt
Phone6102750685PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 E LOGAN STREETAddressLine1Txt
CityNORRISTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLORI PATRICKPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2025-12-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI A PATRICKPreparerPersonNm
PTINP01310369PTIN
Phone6102654122PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,670,141FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$589,511DividendsRevAndExpnssAmt
Dividends Net Invst Incm$589,511DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,143,090NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,342,119GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,143,066CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$42,800OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$183OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,775,401TotalRevAndExpnssAmt
Total Net Invst Incm$1,732,760TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$21,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$21,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$89,252OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$89,252OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$31,564TaxesRevAndExpnssAmt
Taxes Net Invst Incm$22,220TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,081OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,081OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$143,397TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$134,053TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,244,015ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,244,015ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,387,412TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$134,053TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,244,015TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$612,011ExcessRevenueOverExpensesAmt
Net Investment Income$1,598,707NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,004,754SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,292,139SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,292,139SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$51,493PrepaidExpensesBOYAmt
Prepaid Expenses EOY$19,929PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$19,929PrepaidExpensesEOYFMVAmt
Other Investments BOY$22,095,672OtherInvestmentsBOYAmt
Other Investments EOY$22,311,376OtherInvestmentsEOYAmt
Other Investments EOYFMV$22,311,376OtherInvestmentsEOYFMVAmt
Other Assets BOY$43,987OtherAssetsBOYAmt
Other Assets EOY$46,697OtherAssetsEOYAmt
Other Assets EOYFMV$46,697OtherAssetsEOYFMVAmt
Total Assets BOY$23,195,906TotalAssetsBOYAmt
Total Assets EOY$23,670,141TotalAssetsEOYAmt
Total Assets EOYFMV$23,670,141TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$23,195,906RetainedEarningBOYAmt
Retained Earning EOY$23,670,141RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$23,195,906TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,670,141TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,195,906TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,670,141TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,195,906TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$612,011ExcessRevenueOverExpensesAmt
Other Increases$1,086,246OtherIncreasesAmt
Subtotal$23,670,141SubtotalAmt
Tot Net Ast Or Fund Balances EOY$23,670,141TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TRADED SECURITIESP2024-09-012025-09-30$5,342,119$4,199,029$1,143,090$1,143,090
ENTERPRISE PRODUCTS K-1 ACTIVITY0P2025-09-012025-09-30$24-$24-$24
FieldValueIRS element (for citing)
Capital Gain Net Income$1,143,066CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,222InvestmentIncomeExciseTaxAmt
Subtotal$22,222SubtotalAmt
Tax Based On Investment Income$22,222TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,858EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$13,858TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$196EsPenaltyAmt
Tax Due$8,560TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LORI PATRICKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6102654122PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1250 TANGLEWOOD LANEAddressLine1Txt
CityKING OF PRUSSIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BETTE E LANDMAN
2363 OAKDALE AVENUEGLENSIDEPA19038President0.00$0
LORI PATRICK
250 TANGLEWOOD LANEKING OF PRUSSIAPA19406Treasurer0.00$0
KEVIN WARD
710 FAITH DRIVEEAST NORRITONPA19403Vice President0.00$0
MARILYN STEINBRIGHT
105 EAST LOGAN STREETNORRISTOWNPA19401PRES. EMERITUS0.00$0
HARVEY SS MILLER
1500 LOCUST ST APT 4405PHILADELPHIAPA191024339Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line11735 MARKET STREET 36TH FLAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Service TypeBROKER/INVESTMNT ADVISORServiceTypeTxt
Compensation$89,252CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$21,153,843AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,282,660AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,436,503TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$22,436,503AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$336,548CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,099,955NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,104,998MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,104,998MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,222TaxBasedOnInvestmentIncomeAmt
Total Tax$22,222TotalTaxAmt
Distributable Before Adj$1,082,776DistributableBeforeAdjAmt
Distributable Before Ded$1,082,776DistributableBeforeDedAmt
Distributable As Adjusted$1,082,776DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,244,015ExpensesAndContributionsAmt
Qualifying Distributions$2,244,015QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,082,776DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$769,591ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$624,301ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$122,353ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$475,077ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$543,293ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,534,615TotalExcessDistributionCyovAmt
Qualifying Distributions$2,244,015QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,082,776AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,161,239RemainingDistriFromCorpusAmt
Total Corpus$3,695,854TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$769,591ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,926,263ExcessDistriCyovToNextYrAmt
Excess From Year4$624,301ExcessFromYear4Amt
Excess From Year3$122,353ExcessFromYear3Amt
Excess From Year2$475,077ExcessFromYear2Amt
Excess From Year1$543,293ExcessFromYear1Amt
Excess From Current Year$1,161,239ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE ARCADIA FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1105 EAST LOGAN STAddressLine1Txt
CityNORRISTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6102750685RecipientPhoneNum
Form And Info And Materials1 OR 2 PAGE SUMMARY LISTING BRIEF HISTORY OF ORGANIZATION, AMOUNT REQUESTED AND HOW THE FUNDS WILL BE SPENT. ATTACH COPY OF IRS EXEMPT LETTER SHOWING YOU ARE A 501(C)(3) ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATION ACCEPTED BETWEEN SEPT 1 AND OCT 15 ANNUALLYSubmissionDeadlinesTxt
Restrictions On AwardsRECIPIENT ORGANIZATIONS ARE LIMITED TO THOSE WITH A ZIP CODE IN THE 18000'S AND 19000'SRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EASTER SEAL
3975 CONSHOHOCKEN AVEPHILADELPHIAPA19131NO RESTRICTIONS$17,350
ARDEN THEATRE COMPANY
40 NORTH 2ND STREETPHILADLEPHIAPA19106NO RESTRICTIONS$15,000
CRADLES TO CRAYONS
4700 WISSAHICKON AVENUEPHILADELPHIAPA19144NO RESTRICTIONS$15,000
MARTHA'S CHOICE MARKETPLACE
353 EAST JOHNSON HIGHWAYNORRISTOWNPA19401NO RESTRICTIONS$10,000
ACT II PLAYHOUSE
56 EAST BUTLER AVENUEAMBLERPA19002NO RESTRICTIONS$15,000
FRIENDS HOME IN KENNETT
147 WEST STATE STREETKENNETT SQUAREPA19438NO RESTRICTIONS$10,000
LEHIGH CARBON COMMUNITY COLLEGE
4525 EDUCATION PARK DRIVESCHNECKSVILLEPA18070NO RESTRICTIONS$50,000
MISSION KIDS CHILD ADVOCACY CENTER
PO BOX 413BLUE BELLPA19422NO RESTRICTIONS$50,000
NORRISTOWN BOCCE LEAGUE
PO BOX 336NORRISTOWNPA19404NO RESTRICTIONS$7,500
NORRISTOWN NEW LIFE MENNONITE CHURC
3 EAST MARSHALL STREETNORRISTOWNPA19401NO RESTRICTIONS$70,000
PROVIDENCE ANIMAL CENTER
555 SANDY BANK ROADMEDIAPA19063NO RESTRICTIONS$22,785
AARK WILDLIFE REHAB EDUCATION CENTE
1531 UPPER STUMP ROADCHALFONTPA18914NO RESTRICTIONS$30,000
COATESVILLE YOUTH INITIATIVE
545 EAST LINCOLN HIGHWAY 1ST FLCOATESVILLEPA19320NO RESTRICTIONS$10,000
DREXEL UNIVERSITY
3141 CHESTNUT ST 3201 BUILDINGPHILADELPHIAPA19104NO RESTRICTIONS$164,524
1812 PRODUCTIONS
2329 SOUTH 3RD STPHILADELPHIAPA19148NO RESTRICTIONS$25,000
ELMWOOD PARK ZOO
1661 HARDING BLVDNORRISTOWNPA19401NO RESTRICTIONS$300,000
GERMAN SOCIETY OF PA
611 SPRING GARDEN STPHILADELPHIAPA19122NO RESTRICTIONS$75,000
JENKINS ARBORETUM GARDENS
631 BERWYN BAPTIST ROADDEVONPA19333NO RESTRICTIONS$50,000
LANKENAU INSTITUTE FOR MEDICAL RESE
100 EAST LANCASTER AVEWYNNEWOODPA19096NO RESTRICTIONS$14,375
LYRIC FEST
312 CARPENTER LANEPHILADELPHIAPA19119NO RESTRICTIONS$15,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NO RESTRICTIONS$500,000
RIVERBEND ENVIRONMENTAL EDUCATION C
1950 SPRING MILL ROADGLADWYNEPA19035NO RESTRICTIONS$50,000
THEATRE HORIZON
401 DEKALB STNORRISTOWNPA19401NO RESTRICTIONS$40,000
ALIGNED EQUINE
375 COFFROATH ROADCOATESVILLEPA19320NO RESTRICTIONS$5,000
AMERICA RESPONDS WITH LOVE INC
PO BOX 5000VALLEY FORGEPA19482NO RESTRICTIONS$10,000
BRANDYWINE CONSERVANCY MUESEUM OF A
PO BOX 141CHADDS FORDPA19317NO RESTRICTIONS$25,000
CEDAR CREST COLLEGE
100 COLLEGE DRIVEALLENTOWNPA18104NO RESTRICTIONS$25,000
CHANNEL 39 913 WLVR
839 SESAME STREETBETHLEHEMPA18015NO RESTRICTIONS$20,000
UPPER MERION AREA COMMUNITY CUPBOAR
191 TOWN CENTER ROADKING OF PRUSSIAPA19406NO RESTRICTIONS$30,000
COMPREHENSIVE LEARNING CENTER
444 JACKSONVILLE ROADWARMINSTERPA18971NO RESTRICTIONS$15,000
DELAWARE COUNTY COMMUNITY COLLEGE
901 SOUTH MEDIA LINE ROADMEDIAPA19063NO RESTRICTIONS$22,481
DELAWARE VALLEY UNIVERSITY
700 EAST BUTLER AVENUEDOYLESTOWNPA18901NO RESTRICTIONS$60,000
THE DRAMATEURS INC
PO BOX 274EAGLEVILLEPA19408NO RESTRICTIONS$30,000
GEMMA SERVICES
512 WEST TOWNSHIP LINE ROADPLYMOUTH MEETINGPA19462NO RESTRICTIONS$10,000
GOOD WORKS
PO BOX 1441COATESVILLEPA19320NO RESTRICTIONS$15,000
LANTERN THEATER
7058 GERMANTOWN AVE SUITE 102PHILADELPHIAPA19119NO RESTRICTIONS$25,000
MILLER-KEYSTONE BLOOD CENTER
1465 VALLEY CENTER PKWYBETHLEHEMPA18017NO RESTRICTIONS$10,000
THE PATHWAY SCHOOL
162 EGYPT ROADJEFFERSONVILLEPA19403NO RESTRICTIONS$25,000
PETER'S PLACE
336 KING OF PRUSSIA ROADRADNORPA19087NO RESTRICTIONS$10,000
PHILADELPHIA BALLET
323 NORTH BROAD STREETPHILADELPHIAPA19107NO RESTRICTIONS$10,000
PHILADELPHIA BOYS GIRLS CHOIR
1336 SPRING GARDEN STREETPHILADELPHIAPA19123NO RESTRICTIONS$10,000
QUINTESSENCE THEATER GROUP
7135 GERMANTOWN AVENUE FL 2PHILADELPHIAPA19119NO RESTRICTIONS$10,000
SCHUYKILL CENTER FOR ENVIRONMENTAL
8480 HAGYS MILL ROADPHILADELPHIAPA19128NO RESTRICTIONS$20,000
SCHWENKFELDER LIBRARY HERITAGE CENT
105 SEMINARY STREETPENNSBURGPA18073NO RESTRICTIONS$30,000
UPPER DARBY EDUCATION FOUNDATION
1051 PONTIAC ROAD UNIT 707DREXEL HILLPA19026NO RESTRICTIONS$15,000
WASHINGTON MEMORIAL HERITAGE
PO BOX 466VALLEY FORGEPA19481NO RESTRICTIONS$10,000
WAYNE ART CENTER
413 MAPLEWOOD AVENUEWAYNEPA19087NO RESTRICTIONS$10,000
WOMEN'S ANIMAL CENTER
PO BOX 1470BENSALEMPA19020NO RESTRICTIONS$25,000
COMMUNITY MUSIC SCHOOL
73 WEST MAIN STREETTRAPPEPA19426NO RESTRICTIONS$5,000
THOMAS JEFFERSON UNIVERSITY
101 MARKET STREET 22ND FLOORPHILADELPHIAPA19107NO RESTRICTIONS$125,000
JEFFERSON MAGEE REHAB FOUNDATION
1513 RACE STREETPHILADELPHIAPA19102NO RESTRICTIONS$15,000
TRUST FOR PUBLIC LAND
2401 WALNUT STREET SUITE 703PHILADELPHIAPA19103NO RESTRICTIONS$15,000
NORRISTOWN YOUTH ATHLETIC ASSOCIATI
1981 WEST MAIN STREETNORRISTOWNPA19403NO RESTRICTIONS$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,244,015TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$589,511ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,800ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,143,090ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,775,401ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,775,401TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THE FOUNDATION HAS A PORTFOLIO OF PUBLICALLY TRADED SECURITIES AND RECEIVES THE INCOME TO ALLOW IT TO MAKE CHARITABLE DONATIONS.
7THE FOUNDATION RECEIVES DISTRIBUTIONS FROM INVESTMENTS IN PARTNERSHIPS TO ALLOW IT TO MAKE CHARITABLE DONATIONS.
8THE FOUNDATION BUYS AND SELLS PUBLICALLY TRADED SECURITIES TO ENHANCE ITS INCOME USED FOR CHARITABLE PURPOSES.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$21,500Amt
Net Investment Income$21,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTEREST INCOMEDesc
BOY Book Value$43,987BOYBookValueAmt
EOY Book Value$46,697EOYBookValueAmt
EOYFMV$46,697EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$1,081RevenueAndExpensesPerBooksAmt
Net Investment Income$1,081NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$42,800RevenueAndExpensesPerBooksAmt
Net Investment Income$183NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN MARKET VALUE OVER BASIS OF SECURITIES OWNEDDesc
Amt$1,086,246Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$89,252Amt
Net Investment Income$89,252NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX FORM 990PF (F/Y 9/30/25)$22,220$22,220
EXCISE TAX FORM 990T(F/Y 9/30/25)$9,344

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