STONELEIGH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STONELEIGH FOUNDATION (EIN 37-1526458)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-17
- IRS object ID
- 202620489349100527
- 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
- Form 990-PF
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-17T15:56:51-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET SUITE 1710 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032945 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371526458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stoneleigh Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EXECUTIVE DIRECTOR | InCareOfNm |
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 2157357080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S Broad Street Suite 1630 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONNIE BLOOM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2157357080 | PhoneNum |
| Signature | 2026-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Israel Tannenbaum CPA | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2155462140 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $110,957,152 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $728,533 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $738,407 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $728,533 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,613,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,626,459 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,613,715 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,185,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,709,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,235,789 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,198 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Net Invst Incm | $7,046 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,527,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,607,701 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,343,446 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $311,610 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $311,610 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $768,637 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $853,257 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $192,807 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $211,198 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,656 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $31,536 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $460,888 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $481,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $434,205 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,683 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $231,719 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $70,557 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,390 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $93,868 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $93,868 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,205 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,651 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $342,652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $157,581 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,250,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $824,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $434,205 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,774,941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,866,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,790,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,116,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $824,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $434,205 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,565,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $410,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,783,630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,909,241 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,088 | CashBOYAmt |
| Cash EOY | $34,343 | CashEOYAmt |
| Cash EOYFMV | $34,343 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,278,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,291,035 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,291,035 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $22,177 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $28,935 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $28,935 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $17,672,306 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,544,441 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,544,441 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $59,052,670 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,313,493 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,313,493 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $386,003 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $909,106 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $909,106 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,949,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,832,425 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,832,425 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $112,660 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,286 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,165 | LandBOYAmt |
| Land EOY | $3,374 | LandEOYAmt |
| Land EOYFMV | $3,374 | LandEOYFMVAmt |
| Total Assets BOY | $104,369,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,957,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,957,152 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $181,364 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $264,309 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,319,491 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,383,764 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $330,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $430,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,830,855 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,078,073 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $101,538,568 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $108,879,079 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,538,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,879,079 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,369,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $110,957,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,538,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $410,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,930,095 | OtherIncreasesAmt |
| Subtotal | $108,879,079 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $108,879,079 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF INVESTMENTS | P | $28,709,080 | $26,524,039 | $2,185,041 | $2,185,041 |
| RCP FUND XV, LP | P | $155 | |||
| RCP SECONDARY OPPORTUNITY FUND IV, LP | P | $1,043 | |||
| RCP FUND XV, LP | P | $32,079 | |||
| RCP SECONDARY OPPORTUNITY FUND IV, LP | P | $9,245 | |||
| RCP FUND XVI, LP | P | -$73 | |||
| RCP FUND XV, LP | P | $394 | |||
| RCP SECONDARY OPPORTUNITY FUND IV, LP | P | $7,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,235,789 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,198 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,592 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $52,592 | SubtotalAmt |
| Tax Based On Investment Income | $52,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,432 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $76,432 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $345 | EsPenaltyAmt |
| Overpayment | $23,495 | OverpaymentAmt |
| Applied To ES Tax | $23,495 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | STONELEIGHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157357080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET 1630 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Katherine H Christiano | ||||||||
| 123 S Broad Street | Philadelphia | PA | 19109 | CHAIR | 2.0 | $0 | $0 | $0 |
| Laura Williamson | ||||||||
| 123 S Broad Street | Philadelphia | PA | 19109 | TREASURER | 2.0 | $0 | $0 | $0 |
| Whiquitta Tobar | ||||||||
| 123 S Broad Street | Philadelphia | PA | 19109 | SECRETARY | 1.0 | $0 | $0 | $0 |
| Catherine Carr | ||||||||
| 123 S Broad Street | Philadelphia | PA | 19109 | Vice Chair | 1.0 | $0 | $0 | $0 |
| Alice Dubow | ||||||||
| 123 S Broad Street | Philadelphia | PA | 19109 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Carol Haas Gravagno | ||||||||
| 123 S Broad Street | Philadelphia | PA | 19109 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| Matthew Hurford | ||||||||
| 123 S Broad Street | Philadelphia | PA | 19109 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| Matt Schaenen | ||||||||
| C/O THE ORGANIZATION | PHILADELPHIA | PA | 19109 | EX-OFFICIO MEMBER | 0.1 | $0 | $0 | $0 |
| Kevin Bethel | ||||||||
| 123 S Broad Street | Philadelphia | PA | 19109 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| RONNIE BLOOM | ||||||||
| 123 S Broad Street | Philadelphia | PA | 19109 | EXECUTIVE DIRECTOR | 32.0 | $245,229 | $52,905 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARIE WILLIAMS | ||||||||
| 123 S BROAD STREET | PHILADELPHIA | PA | 19109 | DEPUTY DIRECTOR | 40.0 | $187,971 | $31,867 | $0 |
| JANET KROLL | ||||||||
| 123 S BROAD STREET | PHILADELPHIA | PA | 19109 | SR OFR EVAL LRNG | 32.0 | $127,041 | $41,021 | $0 |
| RONA NAVERA | ||||||||
| 123 S BROAD STREET | PHILADELPHIA | PA | 19109 | DR OF ADMINISTRATION | 40.0 | $123,541 | $28,241 | $0 |
| LEE CARSON | ||||||||
| 123 S BROAD STREET | PHILADELPHIA | PA | 19109 | PROGRAM OFFICER | 40.0 | $113,088 | $14,391 | $0 |
| ANNE MARIE MCGRORY | ||||||||
| 123 S BROAD STREET | PHILADELPHIA | PA | 19109 | DR OF COMMUNICATIONS | 32.0 | $73,368 | $29,058 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The PNC Financial Services Group Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Tower at PNC Plaza 300 5th Ave | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt. | ServiceTypeTxt |
| Compensation | $434,205 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN OPERATING THE FELLOWSHIP PROGRAMS, THE FOUNDATION SEEKS TO: AFFECT THE WELL-BEING OF CHILDREN AND YOUTH; INVEST IN POLICY CHANGE, PRACTICE IMPROVEMENT, AND RESEARCH | Description1Txt |
| Expenses1 | $4,565,105 | Expenses1Amt |
| Description2 | 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 | Description2Txt |
| Description3 | 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 | Description3Txt |
| Description4 | PROBLEMS THROUGH A VARIETY OF APPROACHES. | Description4Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $103,209,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,226,222 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,556 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,461,771 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $107,461,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,135,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,326,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,166,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,565,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,565,105 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-11-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,909,241 | CurrentYearAmt |
| Year1 | $1,431,655 | Year1Amt |
| Year2 | $1,798,716 | Year2Amt |
| Year3 | $2,524,823 | Year3Amt |
| Total | $7,664,435 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,622,855 | CurrentYearAmt |
| Year1 | $1,216,907 | Year1Amt |
| Year2 | $1,528,909 | Year2Amt |
| Year3 | $2,146,100 | Year3Amt |
| Total | $6,514,771 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,565,105 | CurrentYearAmt |
| Year1 | $3,993,919 | Year1Amt |
| Year2 | $3,846,161 | Year2Amt |
| Year3 | $3,851,691 | Year3Amt |
| Total | $16,256,876 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,565,105 | CurrentYearAmt |
| Year1 | $3,993,919 | Year1Amt |
| Year2 | $3,846,161 | Year2Amt |
| Year3 | $3,851,691 | Year3Amt |
| Total | $16,256,876 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Assets | TotalAssetsGrp |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,444,223 | CurrentYearAmt |
| Year1 | $3,187,448 | Year1Amt |
| Year2 | $3,008,414 | Year2Amt |
| Year3 | $3,496,104 | Year3Amt |
| Total | $13,136,189 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONNIE BLOOM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2157357080 | RecipientPhoneNum |
| Recipient Email Address | RBLOOM@STONELEIGHFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT GUIDELINES: THE 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WE SEEK INDIVIDUALS WHO HAVE: A TRACK RECORD OF ADVOCATING FOR CHANGE IN THE FIELDS OF CHILD WELFARE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Vincent Reina | |||||||
| 210 South 34th Street | Philadelphia | PA | 19104 | I | University of Pennsylvania Stuart Weitzman School of Design | $180,000 | |
| Children's Hospital of Philadelphia (Ruth Abaya) | |||||||
| 2716 South Street | Philadelphia | PA | 19146 | PC | Research Fellowship | $197,763 | |
| Eduardo Quezada | |||||||
| 1216 Arch Street | Philadelphia | PA | 19107 | I | Research Fellowship | $2,951 | 4th Floor |
| Sarah Katz | |||||||
| 1801 N Broad St | Philadelphia | PA | 19122 | I | Research Fellowship | $180,000 | |
| School District of Philadelphia (Brandy Blasko) | |||||||
| 440 N Broad Street | Philadelphia | PA | 19130 | PC | Research Fellowship | $56,103 | |
| Drexel University (Arturo Zinny) | |||||||
| 400 Market Street | Philadelphia | PA | 19106 | PC | Research Fellowship | $175,115 | Suite 200 |
| National Assessment Center (Anne Marie Ambrose) | |||||||
| 9614 Braden Run | Bradenton | FL | 34202 | PC | Research Fellowship | $174,975 | |
| Jay Breneman | |||||||
| 111 S Independence Mall E | Philadelphia | PA | 19106 | I | Research Fellowship | $180,000 | |
| Juvenile Law Center | |||||||
| 1800 John F Kennedy Blvd | Philadelphia | PA | 19103 | PC | Research Fellowship | $185,500 | |
| Hanae Manson | |||||||
| 2231 N Broad St | Philadelphia | PA | 19132 | I | Research Fellowship | $84,988 | Ste 200 |
| Franklin Moreno | |||||||
| 1801 N Broad St | Philadelphia | PA | 19122 | I | Research Fellowship | $94,082 | |
| Oronde McClain | |||||||
| 1315 Walnut Street | Philadelphia | PA | 19107 | I | Research Fellowship | $91,756 | Suite 320 |
| Julia Zielinski | |||||||
| 5412 N 5th Street | Philadelphia | PA | 19120 | I | Research Fellowship | $85,094 | |
| Rutgers University (Daniel Semenza) | |||||||
| 405-7 Cooper Street | Camden | NJ | 08102 | PC | Rutgers Department of Sociology, Anthropology, and Criminal Justice | $182,675 | |
| Philadelphia City Fund (David Irizarry) | |||||||
| 400 North Broad Street | Philadelphia | PA | 19130 | PC | Philadelphia Police Department | $188,204 | |
| Jennifer Merrigan | |||||||
| 1901 South 9th St | Philadelphia | PA | 19148 | I | Research Fellowship | $174,980 | 608 |
| Resolve Philly (Steve Volk) | |||||||
| 403 Arrowhead Drive | Litiz | PA | 17543 | I | Research Fellowship | $179,590 | |
| Jessica Beard | |||||||
| 1315 Walnut Street Suite 300 | Philadelphia | PA | 19107 | I | Philadelphia Center for Gun Violence Reporting via CultureWorks | $175,000 | |
| Georgetown University (Meghan Ogle) | |||||||
| 500 First Street | Washington | DC | 20001 | PC | Research Fellowship | $438 | NW 4th FL |
| Day One Not Day Two | |||||||
| 744 South Street Box 1074 | Philadelphia | PA | 19147 | PC | Opportunity Fund | $15,950 | |
| Love Now Consulting | |||||||
| 3922 Nico Lane | Collegeville | PA | 19426 | PC | Opportunity Fund | $50,000 | |
| Jody Kent Lavy | |||||||
| 1319 F Street NW Suite 303 | Washington | DC | 20004 | I | Campaign for the Fair Sentencing of Youth | $10,000 | |
| City of Philadelphia Office of Safe Neighborhoods | |||||||
| 1425 Arch St | Philadelphia | PA | 19102 | GOV | innovative prevention and intervention approaches to the gun violence through Philadelphia through the Incarcerated to Community Crisis Intervention Program | $45,000 | 4th Floor |
| Education Plus Health | |||||||
| 100 West Oxford Street Suite E-110 | Philadelphia | PA | 01922 | PC | ALUMNI | $10,000 | |
| Health Resources in Action | |||||||
| 2 Boylston Street 4th Floor | Boston | MA | 02116 | PC | Alumni | $10,000 | |
| Rock to the Future | |||||||
| 1201 North 3rd Street Suite 283 | Philadelphia | PA | 19122 | PC | Alumni | $10,000 | |
| The Strong Families Commission | |||||||
| 1730 North 71st Street | Philadelphia | PA | 19151 | PC | Alumni | $10,000 | |
| Philadelphia Foundation | |||||||
| 1835 Market Street Suite 2410 | Philadelphia | PA | 19103 | PC | Emergency Fund | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,790,164 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Rutgers University (Daniel Semenza) | ||||||
| 7 College Ave | New Brunswick | NJ | 08901 | PC | Research Fellowship | $343,308 |
| Philadelphia City Fund (David Irizarry) | ||||||
| 400 North Broad St | Philadelphia | PA | 19130 | PC | Research Fellowship | $367,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $370,879 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $626 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $727,907 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $918 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,612,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,852 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,182,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,396 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,522,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,527,289 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDIT | CategoryTxt |
| Amt | $25,656 | Amt |
| Disbursements Charitable Prps | $31,536 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $4,135,062 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NONCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT. 1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $107,461,771 2. 1.5% OF LINE 1: $1,611,927 3. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $3,846,161 (6/30/23); AND $3,993,919 (6/30/24); AND $4,565,105 (6/30/25) FOR AN AVERAGE OF $4,135,062 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $909,106 | EOYBookValueAmt |
| EOYFMV | $909,106 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $34,844,360 | $34,844,360 |
| EQUITY MUTUAL FUNDS | $16,494,426 | $16,494,426 |
| EQUITY EXCHANGE TRADED FUNDS | $7,996,573 | $7,996,573 |
| FIXED INC EXCHGE TRADED FUNDS | $978,134 | $978,134 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,544,441 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,544,441 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $23,832,425 | BookValueAmt |
| EOYFMV | $23,832,425 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BOARD EXPENSES | $4,259 | $4,259 | |
| OFFICE SUPPLIES | $7,738 | $14,319 | |
| IT/NETWORK SUPPORTS | $24,047 | $24,047 | |
| OTHER EXPENSES | $50,415 | $45,597 | |
| MEMBERSHIP FEE | $35,297 | $35,297 | |
| INSURANCE | $1,796 | $1,796 | |
| PUBLIC EVENTS | $32,266 | $32,266 | |
| K-1 OTHER EXPENSES | $342,652 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 OTHER INCOME | Desc |
| Net Investment Income | $7,046 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN ASSETS | Desc |
| Amt | $6,930,095 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $330,000 | BOYBookValueAmt |
| EOY Book Value | $430,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| PAYROLL PROCESSING | $1,689 | $1,689 | ||
| INVESTMENT FEES | $434,205 | $434,205 | $434,205 | |
| STRATEGY ASSESSMENT/PLANNING | $24,994 | $34,994 | ||
| K-1 OTHER PROFESSIONAL FEES | $47,214 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL TAXES | $71,107 | $70,557 |
| EXCISE TAXES | $160,612 |
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