STONELEIGH FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
STONELEIGH FOUNDATION (EIN 37-1526458)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-08
IRS object ID
201301289349100545
Schema version
2011v1.5
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)
Timestamp2013-05-08T13:15:08-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN232896692EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET 26TH FLOORAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN371526458EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STONELEIGH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTONNameControl
Phone2157357080Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 S BROAD STREET NO 1130AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19109ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCATHY M WEISSName
TitleEXECUTIVE DIRECTORTitle
Phone2157357080Phone
Date Signed2013-04-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARIANNE MAKName
PTINP00297744PTIN
Phone2155677770Phone
Date Prepared2013-05-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY12478280FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss1638587ContriReceivedRevAndExpnss
Dividends Rev And Expnss152534DividendsRevAndExpnss
Dividends Net Invst Incm152534DividendsNetInvstIncm
Dividends Adj Net Incm152534DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss75841NetGainSaleAssetsRevAndExpnss
Gross Sales Price2290489GrossSalesPrice
Capital Gain Net Incm Net Invst Incm75841CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm75841NetSTCGAdjNetIncm
Total Revenue And Expenses1866962TotalRevenueAndExpenses
Total Net Investment Income228375TotalNetInvestmentIncome
Total Adjusted Net Income228375TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss184466CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps126636CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss220362OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm0OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm0OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps149026OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss30141PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm0PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm0PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps16985PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss2699LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Adj Net Incm0LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps1853LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss22000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps15027AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss74471OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm35772OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm35772OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps29480OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss37658TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps19270TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss2452DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm0DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm0DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss57944OccupancyRevAndExpnss
Occupancy Net Invst Incm0OccupancyNetInvstIncm
Occupancy Adj Net Incm0OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps40088OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss37630TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm0TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps23310TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss37690OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps26923OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss707513TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm35772TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm35772TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps448598TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1505948ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps905391ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2213461TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm35772TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm35772TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps1353989TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-346499ExcessOfRevenueOverExpenses
Net Investment Income192603NetInvestmentIncome
Adjusted Net Income192603AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1128813CashBOY
Cash EOY122695CashEOY
Cash EOYFMV122695CashEOYFMV
Savings And Temp Cash Invst BOY10107677SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1330078SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1330078SavingsAndTempCashInvstEOYFMV
Accounts Receivable BOY57586AccountsReceivableBOY
Pledges Receivable1292884PledgesReceivable
Pledges Receivable BOY734207PledgesReceivableBOY
Pledges Receivable EOY1292884PledgesReceivableEOY
Pledges Receivable EOYFMV1292884PledgesReceivableEOYFMV
Prepaid Expenses BOY17853PrepaidExpensesBOY
Prepaid Expenses EOY17484PrepaidExpensesEOY
Prepaid Expenses EOYFMV17484PrepaidExpensesEOYFMV
Investments Govt Oblig BOY0InvestmentsGovtObligBOY
Investments Govt Oblig EOY884087InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV891194InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY0InvestmentsCorpStockBOY
Investments Corp Stock EOY6592939InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV6812486InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY0InvestmentsCorpBondsBOY
Investments Corp Bonds EOY2037063InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV2007499InvestmentsCorpBondsEOYFMV
Land Building And Equipment Basis20328LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip16368AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY5673LandBuildingAndEquipmentBOY
Land Building And Equipment EOY3960LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV3960LandBuildingAndEquipmentEOYFMV
Total Assets BOY12051809TotalAssetsBOY
Total Assets EOY12281190TotalAssetsEOY
Total Assets EOYFMV12478280TotalAssetsEOYFMV
Accounts Payable BOY21763AccountsPayableBOY
Accounts Payable EOY35266AccountsPayableEOY
Grants Payable BOY734207GrantsPayableBOY
Grants Payable EOY1292884GrantsPayableEOY
Other Liabilities BOY0OtherLiabilitiesBOY
Other Liabilities EOY3700OtherLiabilitiesEOY
Total Liabilities BOY755970TotalLiabilitiesBOY
Total Liabilities EOY1331850TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY11295839UnrestrictedBOY
Unrestricted EOY10949340UnrestrictedEOY
Total Net Assets BOY11295839TotalNetAssetsBOY
Total Net Assets EOY10949340TotalNetAssetsEOY
Total Liabilities Net Assets BOY12051809TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY12281190TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY11295839TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-346499ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal10949340Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY10949340TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetSALE OF PUBLICLY TRADED SECURITIESDescriptionOfAsset
How AcquiredPHowAcquired
Gross Sales Price2290489GrossSalesPrice
Cost Or Other Basis2214648CostOrOtherBasis
Gain Or Loss75841GainOrLoss
Gains Minus Excess Or Losses75841GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income75841CapitalGainNetIncome
Net Short Term Capital Gain Or Loss75841NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year11838083QualifyingDistributionsYear1
Noncharitable Assets Year19060840NoncharitableAssetsYear1
Distribution Ratio Year10.202860DistributionRatioYear1
Qualifying Distributions Year21538450QualifyingDistributionsYear2
Noncharitable Assets Year2202050NoncharitableAssetsYear2
Distribution Ratio Year27.614204DistributionRatioYear2
Qualifying Distributions Year3735343QualifyingDistributionsYear3
Noncharitable Assets Year3183823NoncharitableAssetsYear3
Distribution Ratio Year34.000277DistributionRatioYear3
Qualifying Distributions Year4726537QualifyingDistributionsYear4
Noncharitable Assets Year4169743NoncharitableAssetsYear4
Distribution Ratio Year44.280218DistributionRatioYear4
Total Distribution Ratio16.097559TotalDistributionRatio
Average Distribution Ratio4.024390AverageDistributionRatio
Net Noncharitable Assets11892472NetNoncharitableAssets
Adjusted Noncharitable Assets47859945AdjustedNoncharitableAssets
One Percent Net Investment Income1926OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One47861871AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1354496QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax3852InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal3852Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income3852TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment68EstTaxPaymentsAndOverpayment
Tax Paid With Extension6500TaxPaidWithExtension
Total Credits And Payments6568TotalCreditsAndPayments
Penalty For Underpayment14PenaltyForUnderpayment
Overpayment2702Overpayment
Amount Credited To Next Year2702AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation1PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressSTONELEIGHFOUNDATION.ORGWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1EXECUTIVE DIRECTORBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2157357080BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1123 S BROAD STREET NO 1130AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19109ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals1GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Tr Fail To Qualify As Exceptions0TrFailToQualifyAsExceptions
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (11 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CAROLE HAAS GRAVAGNO
C/O THE ORGANIZATIONPHILADELPHIAPA19109CHAIR2.00000
DAVID W HAAS
C/O THE ORGANIZATIONPHILADELPHIAPA19109TREASURER1.00000
ELIZABETH WERTHAN
C/O THE ORGANIZATIONPHILADELPHIAPA19109SECRETARY1.00000
DARLYNE BAILEY
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
PAUL DILORENZO
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
ROBERT FISHMAN
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
MORRISON C HUSTON JR
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
FRAZIERITA D KLASEN
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
LAURENCE STEINBERG
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
KATHERINE HANRAHAN
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
CATHY M WEISS
C/O THE ORGANIZATIONPHILADELPHIAPA19109EXECUTIVE DIRECTOR37.50158159263070
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1IN 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
Expenses11353989Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities6137488AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances5916613AvgMonthlyCashBalances
FMV All Other Noncharitable Assets19475FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets12073576TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets12073576AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable181104CashDeemedCharitable
Net Noncharitable Assets11892472NetNoncharitableAssets
Minimum Investment Return594624MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1353989ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets507AmountsPaidAcqCharitableAssets
Qualifying Distributions1354496QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1354496AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Date Of Ruling2006-11-18DateOfRuling
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year192603CurrentYear
Year136604Year1
Year2714Year2
Year32324Year3
Total232245Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year163713CurrentYear
Year131113Year1
Year2607Year2
Year31975Year3
Total197408Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year1354496CurrentYear
Year11838083Year1
Year21531031Year2
Year3735343Year3
Total5458953Total

Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly

FieldValueIRS element (for citing)
Current Year449105CurrentYear
Year1384567Year1
Year2407750Year2
Year3261258Year3
Total1502680Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year905391CurrentYear
Year11453516Year1
Year21123281Year2
Year3474085Year3
Total3956273Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Total0Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

FieldValueIRS element (for citing)
Total0Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Current Year396416CurrentYear
Year1302028Year1
Year26735Year2
Year36127Year3
Total711306Total

Total Support TotalSupport

FieldValueIRS element (for citing)
Total0Total

Public Support PublicSupport

FieldValueIRS element (for citing)
Total0Total

Largest Support From EO LargestSupportFromEO

FieldValueIRS element (for citing)
Total0Total

Gross Investment Income GrossInvestmentIncome

FieldValueIRS element (for citing)
Total0Total

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameCATHY M WEISS EXECUTIVE DIRECTORRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O THE FOUNDATIONS CORPORATEAddressLine1
Address Line2OFFICEAddressLine2
CityPHILADELPHIACity
StatePAState
ZIP Code19109ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2157357080RecipientPhoneNumber
Form And Info And MaterialsSEE ATTACHED GRANT PROCEDURES FOR DETAILS.FormAndInfoAndMaterials
Submission DeadlinesSEE ATTACHED GRANT PROCEDURES FOR DETAILS.SubmissionDeadlines
Restrictions On AwardsSEE ATTACHED GRANT PROCEDURES FOR DETAILS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountRecipient RelationshipRecipientRelationship
CHILDREN'S HOSPITAL OF PHILA (DAVID RUBIN)
34TH STREETPHILADELPHIAPA19104509(A)(1)RESEARCH FELLOWSHIP$100,000
COMMUNITY LEGAL SERVICES (KATHLEEN CREAMER)
1424 CHESTNUT STREETPHILADELPHIAPA19101509(A)(1)RESEARCH FELLOWSHIP$95,255
DREXEL UNIVERSITY COLLEGE OF MEDICINE (THEODORE CORBIN)
245 N 15TH STREETPHILADELPHIAPA19102509(A)(1)RESEARCH FELLOWSHIP$145,000
FIELD CENTER FOR CHILDREN'S POLICY PRACTICE & RESEARCH (STEPHEN ST VINCENT)
3815 WALNUT STREETPHILADELPHIAPA19104509(A)(1)RESEARCH FELLOWSHIP$135
GREG VOLZ
PO BOX 212LENNIPA19052RESEARCH FELLOWSHIP$75,076NONE
JUVENILE LAW CENTER (KACEY MORDECAI)
1315 WALNUT STREETPHILADELPHIAPA19107509(A)(1)RESEARCH FELLOWSHIP$508
PROJECT HOME (ESTHER CAJUSTE)
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130509(A)(1)RESEARCH FELLOWSHIP$1,763
RESEARCH FOR ACTION INC
3701 CHESTNUT STREETPHILADELPHIAPA19104509(A)(1)RESEARCH FELLOWSHIP$113,625
UNITED WAY OF SEPA
1709 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19103509(A)(1)RESEARCH FELLOWSHIP$4,000
UNITY CENTER
27 EAST FRONT STREETMEDIAPA19063509(A)(1)RESEARCH FELLOWSHIP$69,400
VERA INSTITUTE OF JUSTICE (DANIELLE SERED)
233 BROADWAYNEW YORKNY10279509(A)(1)RESEARCH FELLOWSHIP$112,000
PENNSYLVANIA PARTNERSHIPS FOR CHILDREN (JOELLE RUBEN)
116 PINE STREET SUTIE 430HARRISBURGPA17101509(A)(2)RESEARCH FELLOWSHIP$62,500
JUVENILE COURT JUDGE'S COMMISSION (JUSTINE TAYLOR)
FINANCE BUILDING ROOM 401HARRISBURGPA17120501(C)(3)RESEARCH FELLOWSHIP$60,232
ADMINISTRATIVE OFFICE OF PENNSYLVANIA COURTS SUPREME COURT OF PENNSYLVANIA
301 COMMONWEALTH AVENUE SUITE 1500HARRISBURGPA17106501(C)(3)RESEARCH FELLOWSHIP$25,062
RUFUS SYLVESTER LYNCH
1730 NORTH 71ST STREETPHILADELPHIAPA19151RESEARCH FELLOWSHIP$38,835NONE
PHILADELPHIA YOUTH NETWORK
714 MARKET STREET SUITE 304PHILADELPHIAPA19106501(C)(3)RESEARCH FELLOWSHIP$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year905391TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountRecipient RelationshipRecipientRelationship
CRIMES AGAINST RESEARCH CENTER (LISA JONES)
10 WEST EDGE DRIVE SUITE 106DURHAMNH03824509(A)(1)RESEARCH FELLOWSHIP$313,176
DREXEL UNIVERSITY COLLEGE OF MEDICINE (THEODORE CORBIN)
245 N 15TH STREETPHILADELPHIAPA19102509(A)(1)RESEARCH FELLOWSHIP$135,000
EDUCATION LAW CENTER (MARNIE KAPLAN)
1315 WALNUT STREET SUITE 400PHILADELPHIAPA19107509(A)(1)RESEARCH FELLOWSHIP$63,600
GREG VOLZ
PO BOX 212LENNIPA19052RESEARCH FELLOWSHIP$29,924NONE
HEALTH FEDERATION OF PHILADELPHIA (MAGRIELLE EISEN)
1211 CHESTNUT STREET SUITE 801PHILADELPHIAPA19107509(A)(1)RESEARCH FELLOWSHIP$63,600
INSTITUTE FOR SAFE FAMILIES (EMILY KRONENBERGER)
3502 SCOTTS LANE BUILDING I SUITE 4PHILADELPHIAPA19129509(A)(1)RESEARCH FELLOWSHIP$63,432
JODY GREENBLATT
301 REX AVENUEPHILADELPHIAPA19118RESEARCH FELLOWSHIP$245,000NONE
JUVENILE LAW CENTER
1315 WALNUT STREETPHILADELPHIAPA19107509(A)(1)TO SUPPORT THE YOUTH SPEAKER'S BUREAU$10,000
PHILADELPHIA YOUTH NETWORK (CATHERINE BUTTNER)
714 MARKET STREET SUITE 304PHILADELPHIAPA19106509(A)(1)RESEARCH FELLOWSHIP$63,074
RUFUS SYLVESTER LUNCH
1730 NORTH 71ST STREETPHILADELPHIAPA19151RESEARCH FELLOWSHIP$355,361NONE
FieldValueIRS element (for citing)
Tot Grant Or Contri Approved Future1342167TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$152,534ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$75,841ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$228,375ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA228375TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualHAAS JOHN C CHARA CContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1330 NORTH SPRING MILL ROADAddressLine1
CityVILLANOVACity
StatePAState
ZIP Code19085ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions1638587AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING/AUDITCategory
Amount$22,000Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps15027DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (19 entries)

Description Of PropertyDescriptionOfPropertyDate AcquiredDateAcquiredCost Or Other BasisCostOrOtherBasisPrior Years DepreciationPriorYearsDepreciationComputation MethodComputationMethodLifeLifeCurrent Year ExpenseCurrentYearExpenseNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
DESK CHERRY PEDESTAL LEFT2007-07-01519518SL5.000000000000101
DESK CHERRY 30X662007-07-01741741SL5.000000000000000
CONFERENCE TABLE -CHERRY 120X482007-07-01478478SL5.000000000000000
DELL DESTOP PC DIMENSION 51502007-07-01738738SL3.000000000000000
DELL DESKTOP PC DIMENSION 31002007-07-01655655SL3.000000000000000
DELL DESKTOP PC DIMENSION 31002007-07-01655655SL3.000000000000000
DELL OPTIPLEX 745 MINITOWER DESKTOP2007-07-01688688SL3.000000000000000
PANEL MONITOR2008-12-08902777SL3.0000000000001250125
DELL LATITUDE2009-02-23783609SL3.0000000000001740174
OFFICE FURNITURE2009-04-092032915SL3.0000000000004060406
OFFICE FURNITURE2009-05-2127381142SL3.0000000000009590959
DELL OPTIPLEX2009-06-02784652SL3.0000000000001310132
OFFICE FURNITURE2009-06-03503210SL3.0000000000001010101
DELL LATITUDE2008-12-0820801791SL3.0000000000002890289
2 DRAWER LATERAL FILE2009-12-1732364SL5.00000000000032032
PRINTER2010-02-18485108SL3.00000000000054054
MACBOOK AIR2011-06-03134837SL3.00000000000037037
FIXED ASSETS PRIOR TO 7/1/20072007-07-0131373137SL5.000000000000000
DELL OPTIPLEX 3902011-12-08739200DB3.0000000000001440883

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
ExplanationFORM 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 BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
CORPORATE BONDS926017941175
FIXED INCOME MUTUAL FUNDS11110461066324

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
CORPORATE STOCKS38438894067924
EQUITY MUTUAL FUNDS27490502744562

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value884087USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV891194USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (19 entries)

Category Or ItemCategoryOrItemCost Or Other BasisCostOrOtherBasisAccumulated DepreciationAccumulatedDepreciationBook ValueBookValue
DESK CHERRY PEDESTAL LEFT5195190
DESK CHERRY 30X667417410
CONFERENCE TABLE -CHERRY 120X484784780
DELL DESTOP PC DIMENSION 51507387380
DELL DESKTOP PC DIMENSION 31006556550
DELL DESKTOP PC DIMENSION 31006556550
DELL OPTIPLEX 745 MINITOWER DESKTOP6886880
PANEL MONITOR9029020
DELL LATITUDE7837830
OFFICE FURNITURE20321321711
OFFICE FURNITURE27382101637
DELL OPTIPLEX7847831
OFFICE FURNITURE503311192
DELL LATITUDE208020800
2 DRAWER LATERAL FILE32396227
PRINTER485162323
MACBOOK AIR1348741274
FIXED ASSETS PRIOR TO 7/1/2007313731370
DELL OPTIPLEX 390739144595

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGALCategory
Amount$2,699Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps1853DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (7 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BOARD EXPENSES63500635
COMMUNITY SUPPORT/EVENTS76400764
INSURANCE1500001428
MEMBERSHIP DUES AND SUBSCRIPTIONS4265003067
OFFICE EQUIPMENT AND LEASE EXPENSES3489002395
OFFICE SUPPLIES167430011704
IT/NETWORK SUPPORTS10294006930

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEFERRED FEDERAL EXCISE TAXDescription
BOY Book Value0BOYBookValue
EOY Book Value3700EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (4 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PROGRAM CONSULTANTS$34,5390026624
PENSION PLAN ADMIN$2,517001728
PAYROLL PROCESSING$1,643001128
INVESTMENT FEES$35,77235772357720

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameHAAS JOHN C CHARA CPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 NORTH SPRING MILL ROADAddressLine1
CityVILLANOVACity
StatePAState
ZIP Code19085ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL TAXES$29,3510019270
FEDERAL EXCISE TAX ON INVESTMENTS$4,607000
DEFERRED TAX EXPENSES$3,700000

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