STONELEIGH FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
STONELEIGH FOUNDATION (EIN 37-1526458)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-03-05
IRS object ID
201210659349100411
Schema version
2010v3.4
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)
Timestamp2012-03-05T16:24:11-06:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-07-01TaxPeriodBeginDate

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)
NameCAHTY M WEISSName
TitleEXECUTIVE DIRECTORTitle
Phone2157357080Phone
Date Signed2012-03-05DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARIANNE MAKName
Phone2155677770Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY12051809FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss2215582ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss36604InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm36604InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm36604InterestOnSavingsAdjNetIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm0NetSTCGAdjNetIncm
Total Revenue And Expenses2252186TotalRevenueAndExpenses
Total Net Investment Income36604TotalNetInvestmentIncome
Total Adjusted Net Income36604TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss165417CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps66167CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss193515OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm0OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm0OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps127583OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss27343PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm0PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm0PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps18463PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss1063LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Adj Net Incm0LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps694LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss22079AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps14149AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss89903OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm0OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm0OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps55074OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss24432TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps16490TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss3047DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm0DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm0DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss54719OccupancyRevAndExpnss
Occupancy Net Invst Incm0OccupancyNetInvstIncm
Occupancy Adj Net Incm0OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps34370OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss20021TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm0TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps16316TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss1531PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm0PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm0PrintingAndPubAdjNetIncm
Printing And Pub Dsbrs Chrtbl Prps1695PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss-639690OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps32685OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss-36620TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps383686TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1453516ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1453516ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1416896TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps1837202TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses835290ExcessOfRevenueOverExpenses
Net Investment Income36604NetInvestmentIncome
Adjusted Net Income36604AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY484297CashBOY
Cash EOY1128813CashEOY
Cash EOYFMV1128813CashEOYFMV
Savings And Temp Cash Invst BOY5813SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY10107677SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV10107677SavingsAndTempCashInvstEOYFMV
Accounts Receivable57586AccountsReceivable
Accounts Receivable EOY57586AccountsReceivableEOY
Accounts Receivable EOYFMV57586AccountsReceivableEOYFMV
Pledges Receivable734207PledgesReceivable
Pledges Receivable BOY11409516PledgesReceivableBOY
Pledges Receivable EOY734207PledgesReceivableEOY
Pledges Receivable EOYFMV734207PledgesReceivableEOYFMV
Prepaid Expenses BOY16284PrepaidExpensesBOY
Prepaid Expenses EOY17853PrepaidExpensesEOY
Prepaid Expenses EOYFMV17853PrepaidExpensesEOYFMV
Land Building And Equipment Basis19589LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip13916AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY7372LandBuildingAndEquipmentBOY
Land Building And Equipment EOY5673LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV5673LandBuildingAndEquipmentEOYFMV
Total Assets BOY11923282TotalAssetsBOY
Total Assets EOY12051809TotalAssetsEOY
Total Assets EOYFMV12051809TotalAssetsEOYFMV
Accounts Payable BOY53217AccountsPayableBOY
Accounts Payable EOY21763AccountsPayableEOY
Grants Payable BOY1409516GrantsPayableBOY
Grants Payable EOY734207GrantsPayableEOY
Total Liabilities BOY1462733TotalLiabilitiesBOY
Total Liabilities EOY755970TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY457549UnrestrictedBOY
Unrestricted EOY11295839UnrestrictedEOY
Temporarily Restricted BOY10003000TemporarilyRestrictedBOY
Temporarily Restricted EOY0TemporarilyRestrictedEOY
Total Net Assets BOY10460549TotalNetAssetsBOY
Total Net Assets EOY11295839TotalNetAssetsEOY
Total Liabilities Net Assets BOY11923282TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY12051809TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY10460549TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses835290ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal11295839Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY11295839TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year11538450QualifyingDistributionsYear1
Noncharitable Assets Year1202050NoncharitableAssetsYear1
Distribution Ratio Year17.614204DistributionRatioYear1
Qualifying Distributions Year2735343QualifyingDistributionsYear2
Noncharitable Assets Year2183823NoncharitableAssetsYear2
Distribution Ratio Year24.000277DistributionRatioYear2
Qualifying Distributions Year3726537QualifyingDistributionsYear3
Noncharitable Assets Year3169743NoncharitableAssetsYear3
Distribution Ratio Year34.280218DistributionRatioYear3
Total Distribution Ratio15.894699TotalDistributionRatio
Average Distribution Ratio5.298233AverageDistributionRatio
Net Noncharitable Assets9060840NetNoncharitableAssets
Adjusted Noncharitable Assets48006441AdjustedNoncharitableAssets
One Percent Net Investment Income366OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One48006807AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1838083QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax732InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal732Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income732TaxBasedOnInvestmentIncome
Tax Paid With Extension800TaxPaidWithExtension
Total Credits And Payments800TotalCreditsAndPayments
Overpayment68Overpayment
Amount Credited To Next Year68AmountCreditedToNextYear
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 AddressHTTP://STONELEIGHFOUNDATION.ORG/WebsiteAddress

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 (18 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
FREDERICK R HAAS
C/O THE ORGANIZATIONPHILADELPHIAPA19109SECRETARY (JUL 2010-SEP 2010)1.00000
ELIZABETH WERTHAN
C/O THE ORGANIZATIONPHILADELPHIAPA19109SECRETARY (OCT 2010-JUN 2011)1.00000
DARLYNE BAILEY
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
FREDERICK A DAVIE
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
PAUL DILORENZO
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR (DEC 2010-JUN 2011)1.00000
ROBERT FISHMAN
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
FRANK F FURSTENBERG
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
FREDERICK R HAAS
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR (OCT 2010-JUN 2011)1.00000
MORRISON C HUSTON JR
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
FRAZIERITA D KLASEN
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR1.00000
ESTELLE RICHMAN
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR (JUL 2010-SEP 2010)1.00000
LAURENCE STEINBERG
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR (JUN 2011)1.00000
ISABEL C STEWART
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR (JUL 2010-MAR 2011)1.00000
ELIZABETH WERTHAN
C/O THE ORGANIZATIONPHILADELPHIAPA19109DIRECTOR (JUL 2010-SEP 2010)1.00000
JULIA R DUTTON
C/O THE ORGANIZATIONPHILADELPHIAPA19109EXECUTIVE DIRECTOR (JUL 2010-AUG 2010)37.50279097420
CATHY M WEISS
C/O THE ORGANIZATIONPHILADELPHIAPA19109EXECUTIVE DIRECTOR (AUG 2010-JUN 2011)37.50122037147290
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
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances9179308AvgMonthlyCashBalances
FMV All Other Noncharitable Assets19514FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets9198822TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets9198822AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable137982CashDeemedCharitable
Net Noncharitable Assets9060840NetNoncharitableAssets
Minimum Investment Return453042MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1837202ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets881AmountsPaidAcqCharitableAssets
Qualifying Distributions1838083QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1838083AdjQualifyingDistributions

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 Year36604CurrentYear
Year1714Year1
Year22324Year2
Year34795Year3
Total44437Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year31113CurrentYear
Year1607Year1
Year21975Year2
Year34076Year3
Total37771Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year1838083CurrentYear
Year11531031Year1
Year2735343Year2
Year3726537Year3
Total4830994Total

Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly

FieldValueIRS element (for citing)
Current Year384567CurrentYear
Year1407750Year1
Year2261258Year2
Year3276871Year3
Total1330446Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year1453516CurrentYear
Year11123281Year1
Year2474085Year2
Year3449666Year3
Total3500548Total

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 Year302028CurrentYear
Year16735Year1
Year26127Year2
Year35658Year3
Total320548Total

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 PROCEDURE FOR DETAILS.FormAndInfoAndMaterials
Submission DeadlinesSEE ATTACHED GRANT PROCEDURE FOR DETAILS.SubmissionDeadlines
Restrictions On AwardsSEE ATTACHED GRANT PROCEDURE FOR DETAILS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 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$88,697
DREXEL UNIVERSITY COLLEGE OF MEDICINE (THEODORE CORBIN)
245 N 15TH STREETPHILADELPHIAPA19102509(A)(1)RESEARCH FELLOWSHIP$125,000
FIELD CENTER FOR CHILDREN'S POLICY PRACTICE & RESEARCH (STEPHEN ST VINCENT)
3815 WALNUT STREETPHILADELPHIAPA19104509(A)(1)RESEARCH FELLOWSHIP$61,752
GREG VOLZ
PO BOX 212LENNIPA19052RESEARCH FELLOWSHIP$122,087NONE
HEALTH FEDERATION OF PHILADELPHIA (SOPHIA HWANG)
1211 CHESTNUT STREETPHILADELPHIAPA19107509(A)(1)RESEARCH FELLOWSHIP$63,688
JULIE COUSLER EMIG
948 N LAWRENCE STREETPHILADELPHIAPA19123RESEARCH FELLOWSHIP$97,201NONE
JUVENILE LAW CENTER
1315 WALNUT STREETPHILADELPHIAPA19107501(C)(3)RESEARCH FELLOWSHIP$10,000
JUVENILE LAW CENTER (KACEY MORDECAI)
1315 WALNUT STREETPHILADELPHIAPA19107501(C)(3)RESEARCH FELLOWSHIP$61,840
LESLIE ACOCA
536 GARCIA STREETSANTA FENM87505RESEARCH FELLOWSHIP$63,169NONE
PA COUNCIL FOR CHIEF JUVENILE PROBATION OFFICERS (CANDACE PUTTER)
1801 VINE STREETPHILADELPHIAPA19103501(C)(4)RESEARCH FELLOWSHIP$130,090
PHILADELPHIA EDUCATION FUND (STEFANY TOBEL)
7 BENJAMIN PKWYPHILADELPHIAPA19103509(A)(1)RESEARCH FELLOWSHIP$63,795
PROJECT HOME (ESTHER CAJUSTE)
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130501(C)(3)RESEARCH FELLOWSHIP$59,958
RESEARCH FOR ACTION (JOSELYN YOUNG)
3701 CHESTNUT STREETPHILADELPHIAPA19104509(A)(1)RESEARCH FELLOWSHIP$59,024
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3815 WALNUT STREETPHILADELPHIAPA19104509(A)(1)RESEARCH GRANTS$65,726
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (HEATHER ROUSE)
3815 WALNUT STREETPHILADELPHIAPA19104509(A)(1)RESEARCH FELLOWSHIP$114,034
UNITED WAY OF SEPA
1709 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19103501(C)(3)RESEARCH GRANTS$12,000
UNITY CENTER
27 EAST FRONT STREETMEDIAPA19063501(C)(3)RESEARCH FELLOWSHIP$10,000
VERA INSTITUTE OF JUSTICE (DANIELLE SERED)
233 BROADWAYNEW YORKNY10279501(C)(3)RESEARCH FELLOWSHIP$145,455
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1453516TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$36,604ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$36,604ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA36604TotalPartXVIA

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 Contributions2215582AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$22,079Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps14149DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (18 entries)

Description Of PropertyDescriptionOfPropertyDate AcquiredDateAcquiredCost Or Other BasisCostOrOtherBasisPrior Years DepreciationPriorYearsDepreciationComputation MethodComputationMethodLifeLifeCurrent Year ExpenseCurrentYearExpenseNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
DESK CHERRY PEDESTAL LEFT2007-07-01519444SL5.00000000000074075
DESK CHERRY 30X662007-07-01741635SL5.0000000000001060106
CONFERENCE TABLE -CHERRY 120X482007-07-01478410SL5.00000000000068068
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 MONITOR2008-12-08902424SL3.0000000000003530353
DELL LATITUDE2009-02-23783348SL3.0000000000002610261
OFFICE FURNITURE2009-04-092032508SL3.0000000000004070407
OFFICE FURNITURE2009-05-212738595SL3.0000000000005480548
DELL OPTIPLEX2009-06-02784339SL3.0000000000003130313
OFFICE FURNITURE2009-06-03503109SL3.0000000000001010101
DELL LATITUDE2008-12-0820801098SL3.0000000000006930693
2 DRAWER LATERAL FILE2009-12-1732332SL5.00000000000032032
PRINTER2010-02-1848554SL3.00000000000054054
MACBOOK AIR2011-06-031348SL3.00000000000037037
FIXED ASSETS PRIOR TO 7/1/20072007-07-0131373137SL5.000000000000000

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (18 entries)

Category Or ItemCategoryOrItemCost Or Other BasisCostOrOtherBasisAccumulated DepreciationAccumulatedDepreciationBook ValueBookValueEOYFMVEOYFMV
DESK CHERRY PEDESTAL LEFT51951810
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 MONITOR9027771250
DELL LATITUDE7836091740
OFFICE FURNITURE203291511170
OFFICE FURNITURE2738114315950
DELL OPTIPLEX7846521320
OFFICE FURNITURE5032102930
DELL LATITUDE208017912890
2 DRAWER LATERAL FILE323642590
PRINTER4851083770
MACBOOK AIR13483713110
FIXED ASSETS PRIOR TO 7/1/2007313731370

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGALCategory
Amount$1,063Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps694DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (10 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BOARD EXPENSES10490006824
COMMUNITY SUPPORT100000653
INSURANCE1467002428
MEMBERSHIP DUES AND SUBSCRIPTIONS4640003031
OFFICE EQUIPMENT AND LEASE EXPENSES3107002179
OFFICE SUPPLIES157580010593
IT/NETWORK SUPPORTS9307006977
FY11 GRANTS/FELLOWSHIPS-CASH-1453516000
FY11 GRANT/FELLOWSHIP-ACCRUALS995765000
FY11 GRANTS/FELLOWSHIP-CANCELLATION-227708000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PROGRAM CONSULTANTS$86,1480052505
PENSION PLAN ADMIN$2,542001777
EXECUTIVE SEARCH$1,21300792

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

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategory
Amount$24,432Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps16490DisbursementsCharitablePrps

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