ARCADIA FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ARCADIA FOUNDATION (EIN 23-6399772)
Tax period
2013-10-01 to 2014-09-30
Filed
2014-11-17
IRS object ID
201433229349100008
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T12:37:06-06:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232344279PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DRESLIN AND COMPANY INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 W GERMANTOWN PIKE STE 150AddressLine1
CityE NORRITONCity
StatePAState
ZIP Code194011386ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236399772EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARCADIA FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlARCABusinessNameControlTxt
Phone6102758460PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 EAST LOGAN STREETAddressLine1
CityNORRISTOWNCity
StatePAState
ZIP Code19401ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARILYN STEINBRIGHTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6102758460PhoneNum
Signature2014-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID P SANDLERPreparerPersonNm
PTINP01315188PTIN
Phone6102723571PhoneNum
Preparation2014-10-27PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,090,737FMVAssetsEOYAmt
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$1,048,650DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,048,650DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$770,146NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,511,297GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$770,146CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$30,000IncmModificationsAdjNetIncmAmt
Total Rev And Expnss$1,818,796TotalRevAndExpnssAmt
Total Net Invst Incm$1,818,796TotalNetInvstIncmAmt
Total Adj Net Incm$30,000TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$20,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$129,862OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$129,862OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,689TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$166,551TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$149,862TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,436,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,436,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,602,551TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$149,862TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,436,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$216,245ExcessRevenueOverExpensesAmt
Net Investment Income$1,668,934NetInvestmentIncomeAmt
Adjusted Net Income$30,000AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,433CashBOYAmt
Cash EOY$137,065CashEOYAmt
Cash EOYFMV$137,065CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,384,597SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$357,651SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$357,651SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$18,311PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$18,311PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$26,270,531CorporateStockBOYAmt
Corporate Stock EOY$30,577,710CorporateStockEOYAmt
Corporate Stock EOYFMV$30,577,710CorporateStockEOYFMVAmt
Total Assets BOY$27,663,561TotalAssetsBOYAmt
Total Assets EOY$31,090,737TotalAssetsEOYAmt
Total Assets EOYFMV$31,090,737TotalAssetsEOYFMVAmt
Other Liabilities BOY$10,159OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,159TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$27,653,402RetainedEarningBOYAmt
Retained Earning EOY$31,090,737RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,653,402TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,090,737TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,663,561TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,090,737TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,653,402TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$216,245ExcessRevenueOverExpensesAmt
Other Increases$3,221,090OtherIncreasesAmt
Subtotal$31,090,737SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$31,090,737TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
ESCROW-MERITOR SVGS BANKP2012-03-052014-04-08$755$755$755
CLASS ACTION SETTLEMENTP2011-12-312014-09-30$30$30$30
TRADED SECURITIES2009-06-152014-09-16$2,269,941$770,050$770,050$1,499,891
TRADED SECURITIES2013-05-132013-11-25$240,571-$689-$689$241,260
FieldValueIRS element (for citing)
Capital Gain Net Income$770,146CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$796,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,290,471NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030296DistributionYr1Rt
Adjusted Qlfy Distri Yr2$453,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$23,256,696NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.019478DistributionYr2Rt
Adjusted Qlfy Distri Yr3$306,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$20,754,088NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.014744DistributionYr3Rt
Adjusted Qlfy Distri Yr4$430,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$18,363,016NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.023417DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,235,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,203,434NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.081232DistributionYr5Rt
Total Distribution0.169167TotalDistributionRt
Average Distribution0.033833AverageDistributionRt
Net Vl Noncharitable Assets$29,109,935NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$984,876AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$16,689NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,001,565AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,436,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$16,689InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,689SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,689TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$35,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$35,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$18,311OverpaymentAmt
Applied To ES Tax$18,311AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 W GERMANTOWN PK STE 150AddressLine1
CityEAST NORRITONCity
StatePAState
ZIP Code19401ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARILYN STEINBRIGHT
105 E LOGAN STNORRISTOWNPA19401PRESIDENT2.00$0$0$0
HARVEY S S MILLER
7036 SHEAF LANEFORT WASHINGTONPA19034TREASURER0.00$0$0$0
DAVID P SANDLER
190 W GERMANTOWN PK STE 150EAST NORRITONPA19401SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11735 MARKET STREET 36TH FLAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Service TypeBROKER/INVESTMENT ADVISORServiceTypeTxt
Compensation$129,625CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$28,767,794AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$785,439AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$29,553,233TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$29,553,233AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$443,298CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,109,935NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,455,497MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,455,497MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,689TaxBasedOnInvestmentIncomeAmt
Total Tax$16,689TotalTaxAmt
Distributable Before Adj$1,438,808DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,438,808DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,438,808DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,436,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,436,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$16,689PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,419,311AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,438,808DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$319,570ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$319,570TotalExcessDistributionCyovAmt
Qualifying Distributions$1,436,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,436,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,808ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,808ExcessDistributionCyovAppCYAmt
Total Corpus$316,762TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$316,762ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMY OF NATURAL SCIENCES
1900 BENJAMIN FRANKLIN PKWYPHILADELPHIAPA19103N/AUNRESTRICTEDUNRESTRICTED$300,000
ACADEMY OF VOCAL ARTS
1920 SPRUCE STREETPHILADELPHIAPA19103N/AUNRESTRICTED$12,000
AMERICA RESPONDS WITH LOVE INC
PO BOX 5000WICHITAKS672015000N/AUNRESTRICTED$10,000
ART SPHERE INC
915 SPRING GARDEN ST STUDIO 401PHILADELPHIAPA19123N/AUNRESTRICTEDUNRESTRICTED$1,000
ELMWOOD PARK ZOO
1661 HARDING BLVDNORRISTOWNPA19401N/AUNRESTRICTED$25,000
FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY
805 LOCH ALSH AVENUEFT WASHINGTONPA19034N/AUNRESTRICTED$10,000
GERMAN SOCIETY OF PENNSYLVANIA
611 SPRING GARDEN STREETPHILADELPHIAPA191233505N/AUNRESTRICTED$10,000
HAYES MANOR RETIREMENT RESIDENCE
2210 BELMONT AVENUEPHILADELPHIAPA19131N/AUNRESTRICTED$25,000
HEALTHLINK MEDICAL CENTER
1775 STREET ROADSOUTHAMPTONPA18966N/AUNRESTRICTED$10,000
HOME AT LAST DOG RESCUE
PO BOX 1341NORTH WALESPA19454N/AUNRESTRICTED$5,000
JEFFERSON FOUNDATION
925 CHESTNUT STREET SUITE 110PHILADELPHIAPA191074216N/AUNRESTRICTED$500,000
MONTGOMERY COUNTY SHERIFF'S DEPARTMENT
PO BOX 311NORRISTOWNPA194040311N/AUNRESTRICTED$25,000
MONTGOMERY THEATER
124 MAIN ST PO BOX 64033SOUDERTONPA18964N/AUNRESTRICTED$10,000
MUNICIPALITY OF NORRISTOWN PARKS & RECREATION
235 EAST AIRY STREETNORRISTOWNPA194015003N/AUNRESTRICTED$17,000
NORRISTOWN AREA SCHOOL DISTRICT
401 NORTH WHITEHALL ROADNORRISTOWNPA194032745N/AUNRESTRICTED$8,000
NORRISTOWN MINISTRIES HOSPITALITY CENTER
530 CHURCH STREETNORRISTOWNPA19401N/AUNRESTRICTED$21,000
NORTHAMPTON COMMUNITY COLLEGE FOUNDATION
3835 GREEN POND ROADBETHLEHEMPA18020N/AUNRESTRICTED$50,000
PENNSYLVANIA ACADEMY OF THE FINE ARTS
128 NORTH BROAD STREETPHILADELPHIAPA191021424N/AUNRESTRICTED$100,000
PENNYPACK FARM AND EDUCATION CENTER
685 MANN ROADHORSHAMPA19044N/AUNRESTRICTED$50,000
PEOPLE CARING AND SHARING
381 SCHWENKSVILLE ROADSCHWENKSVILLEPA194731966N/AUNRESTRICTED$50,000
PHILABUNDANCE
3616 SOUTH GALLOWAY STREETPHILADELPHIAPA19148N/AUNRESTRICTED$25,000
PHILADELPHIA PROTESTANT HOME
6500 TABOR AVENUEPHILADELPHIAPA191115332N/AUNRESTRICTED$47,000
PLAYS AND PLAYERS
1714 DELANCEY PLACEPHILADELPHIAPA19103N/AUNRESTRICTED$25,000
PLYMOUTH MEETING FRIENDS SCHOOL
2150 BUTLER PIKEPLYMOUTH MEETINGPA19462N/AUNRESTRICTED$50,000
POLISH AMERICAN SOCIAL SERVICES
308 WALNUT STREETPHILADELPHIAPA19106N/AUNRESTRICTED$5,000
STONEY CREEK ANGLERS
PO BOX 566EAGLEVILLEPA19408N/AUNRESTRICTED$10,000
WALNUT STREET THEATRE
825 WALNUT STREETPHILADELPHIAPA191075195N/AUNRESTRICTED$15,000
WOODMERE ART MUSEUM
9201 GERMANTOWN AVENUEPHILADELPHIAPA19118N/AUNRESTRICTED$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,436,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,048,650ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$770,146ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,818,796ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,818,796TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$30,577,710EOYBookValueAmt
EOYFMV$30,577,710EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
INCREASE IN MARKET VALUE OVER BASIS OF SECURITIES OWNED$3,191,090
INCOME MODIFICATIONS$30,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$10,159BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$129,624$129,624$0
BANK FEES$10$10$0
OFFICE EXPENSE$228$228$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$16,689Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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