CEDARCREST CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CEDARCREST CHARITABLE FOUNDATION (EIN 27-3420282)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-01
- IRS object ID
- 202612449349100211
- Schema version
- 2025v4.2
- 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
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- 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 | 2026-09-01T16:59:18-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273420282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Cedarcrest Charitable Foundation AKA | BusinessNameLine1Txt |
| Business Name Line2 | BLBB Charitable | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Clifford Haugen | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,403,042 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,348 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,348 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $716,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $716,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,808,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,249,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,698,590 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,416 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$56,272 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,532,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,361,892 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $440,227 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $185,569 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $254,658 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,600 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,363 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,363 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $204,846 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95,010 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $679,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $353,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,942,951 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,942,951 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,621,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,295,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,176,243 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $735,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $817,474 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $817,474 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $198,124 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $198,668 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,709,369 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,852,753 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,508,533 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,366,069 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,170,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,878,367 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,810,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,038,718 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,403,042 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $18,588 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,588 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $42,810,860 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,020,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,810,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,020,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,810,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,038,718 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,810,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $299,144 | OtherIncreasesAmt |
| Subtotal | $43,020,130 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $43,020,130 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $6,749,396 | $5,138,480 | $1,610,916 | $1,610,916 | |||
| HAMILTON LANE PRIVATE ASSETS FUND CL I | $500,000 | $412,326 | $87,674 | $87,674 | P | 2024-02-01 | 2025-09-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,698,590 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,250 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,250 | SubtotalAmt |
| Tax Based On Investment Income | $30,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,827 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,527 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,277 | OverpaymentAmt |
| Applied To ES Tax | $3,277 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://blbb.com/charitable/grants/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Laura W Brewer | ||||||||
| PO Box 1010 | Montgomeryville | PA | 18936 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Diana Loukedis Doherty | ||||||||
| PO Box 1010 | Montgomeryville | PA | 18936 | Dir | 1.0 | $0 | $0 | $0 |
| Clifford Haugen | ||||||||
| PO Box 1010 | Montgomeryville | PA | 18936 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| W Dean Karrash | ||||||||
| PO Box 1010 | Montgomeryville | PA | 18936 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| John T Lawton | ||||||||
| PO Box 1010 | Montgomeryville | PA | 18936 | Dir, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLB&B Advisors LLC | |||||
| PO Box 1010 | MONTGOMERYVILLE | PA | 18936 | Phil Cons & Inv Mgmt | $410,003 |
| Foundation Source | |||||
| 55 Walls Drive Ste 302 | Fairfield | CT | 06824 | Administrative | $80,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,079,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $612,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,004,424 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,695,664 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,695,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $775,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,920,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,546,011 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,546,011 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,250 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $18,082 | IncomeTaxAmt |
| Total Tax | $48,332 | TotalTaxAmt |
| Distributable Before Adj | $2,497,679 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,497,679 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,497,679 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,295,982 | 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 | $2,295,982 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,497,679 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,032,103 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $2,295,982 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,032,103 | AppliedToYear1Amt |
| Applied To Current Year | $263,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,233,800 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BLBB Charitable | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1010 | AddressLine1Txt |
| City | Montgomeryville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | charitable@blbb.com | RecipientEmailAddressTxt |
| Form And Info And Materials | HTTPS://BLBB.COM/CHARITABLE/GRANTS/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HTTPS://BLBB.COM/CHARITABLE/GRANTS/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | BLBB CHARITABLE SUPPORTS INITIATIVES THAT HELP PEOPLE DISCOVER THEIR TRUE AND FULL POTENTIAL THROUGH EDUCATIONAL AND LEADERSHIP OPPORTUNITIES MAINLY IN THE GREATER PHILADELPHIA REGION. BLBB CHARITABLE ALSO PROMOTES THE CHARITABLE GIVING AND COMMUNITY SERVICE EFFORTS OF THE PARTNERS AND EMPLOYEES OF BLB&B ADVISORS, LLC BY PROVIDING MATCHING FUND AND VOLUNTEER INCENTIVE GRANTS FOR COMMUNITY LEADERSHIP. BLBB CHARITABLE DOES NOT ACCEPT UNSOLICITED FULL PROPOSALS, BUT FOR INFORMATION ABOUT SUBMISSION OF LETTERS OF INTENT AND ADDITIONAL INFORMATION ABOUT GIVING AREAS, PLEASE GO TO: HTTPS://BLBB.COM/CHARITABLE/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (112 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | Family Self-Sufficiency Program | $30,000 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | Charitable Event | $3,500 |
| AMBLER THEATER INC | |||||||
| 108 E BUTLER AVE | AMBLER | PA | 19002 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| ARCHBISHOP RYAN HIGH SCHOOL | |||||||
| 11201 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | The Boccella Family Scholarship Fund (Director Discretionary) | $4,000 |
| ARTWELL COLLABORATIVE INC | |||||||
| 100 W OXFORD ST STE E-1200 | PHILADELPHIA | PA | 19122 | N/A | PC | Building Student Success Through Multidisciplinary Arts and Leadership Development | $10,000 |
| B INSPIRED PHILADELPHIA INC | |||||||
| 12 W WILLOW GROVE AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Out of School Time Programs | $10,000 |
| BOWDOIN COLLEGE | |||||||
| 4100 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | PC | Walter Cranston Brewer Fund | $2,000 |
| BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC | |||||||
| PO BOX 685 | NEW HOPE | PA | 18938 | N/A | PC | Strategic Planning | $15,000 |
| BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC | |||||||
| PO BOX 685 | NEW HOPE | PA | 18938 | N/A | PC | Additional Storybook Trail Costs | $2,000 |
| BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC | |||||||
| PO BOX 685 | NEW HOPE | PA | 18938 | N/A | PC | Strategic Education Extension Project | $12,500 |
| BREAKTHROUGH OF GREATER PHILADELPHIA INC | |||||||
| 34 W COULTER ST | PHILADELPHIA | PA | 19144 | N/A | PC | General & Unrestricted | $10,000 |
| BREAKTHROUGH OF GREATER PHILADELPHIA INC | |||||||
| 34 W COULTER ST | PHILADELPHIA | PA | 19144 | N/A | PC | Charitable Event | $1,000 |
| BRIGHTER HORIZON | |||||||
| 739 WESTVIEW ST | PHILADELPHIA | PA | 19119 | N/A | PC | General & Unrestricted | $5,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | General Support (Board Discretionary) | $7,500 |
| BUCKS COUNTY CHORAL SOCIETY INC | |||||||
| 321 W BUTLER AVE | NEW BRITAIN | PA | 18901 | N/A | PC | Charitable Event | $7,500 |
| BUCKS COUNTY CHORAL SOCIETY INC | |||||||
| 321 W BUTLER AVE | NEW BRITAIN | PA | 18901 | N/A | PC | Ad in honor of E. Burke | $1,000 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $5,000 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | BLBB Charitable Summer Internship Program Scholarship Fund | $25,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $6,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Economic Self-Sufficiency Program and Montgomery County Expansion | $50,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | For emergency action efforts related to food and heating cost assistance for families | $15,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $1,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| BUCKS-MONT COLLABORATIVE | |||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | N/A | PC | General Support (Director Discretionary) | $7,500 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | General Support (Board Discretionary) | $7,500 |
| CARING FOR FRIENDS | |||||||
| 12271 TOWNSEND RD | PHILADELPHIA | PA | 19154 | N/A | PC | General & Unrestricted | $1,500 |
| CENTER SCHOOL | |||||||
| 2450 HAMILTON AVE | ABINGTON | PA | 19001 | N/A | PC | General Support (Board Discretionary) | $5,000 |
| CHARITYVEST INC | |||||||
| 55 WALLS DR STE 302 | FAIRFIELD | CT | 06824 | N/A | PC | General & Unrestricted | $250,000 |
| CHARITYVEST INC | |||||||
| 55 WALLS DR STE 302 | FAIRFIELD | CT | 06824 | N/A | PC | BLBB Charitable Fund | $11,028 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 1500 WALNUT ST STE 1300 | PHILADELPHIA | PA | 19102 | N/A | PC | General Support (Board Discretionary) | $5,000 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 1500 WALNUT ST STE 1300 | PHILADELPHIA | PA | 19102 | N/A | PC | General Operating Support for CSFP's 25th Anniversary through Evaluation & a Gala Celebration | $40,000 |
| CHINCOTEAGUE ISLAND ARTS ORGANIZATION INC | |||||||
| PO BOX 1217 | CHINCOTEAGUE | VA | 23336 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | Charitable Event | $5,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $25,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General Support (Director Discretionary) | $9,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | Horizons at Cristo Rey | $20,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST STE E-2000 | PHILADELPHIA | PA | 19122 | N/A | PC | General Operating for Academic Support and Enrichment Activities | $25,000 |
| FAMILIES BEHIND THE BADGE CHILDRENS FOUNDATION | |||||||
| 555 E N LANE | CONSHOHOCKEN | PA | 19428 | N/A | PC | Charitable Event | $5,000 |
| FAMILY PROMISE MONTCO PA | |||||||
| 31 S SPRING GARDEN ST | AMBLER | PA | 19002 | N/A | PC | Charitable Event | $2,500 |
| FIRST UNITED CHURCH OF CHRIST | |||||||
| 151 S 4TH ST | QUAKERTOWN | PA | 18951 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Charitable Event | $5,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Charitable Event | $1,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Rooted & Ready: Nature-Based Learning for Low-income and preschool children | $4,000 |
| GEMMA SERVICES | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | General Support (Board Discretionary) | $10,000 |
| GEMMA SERVICES | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Precision Analytics and Teacher Apprentice Program: A Three-year grant | $75,000 |
| GEMMA SERVICES | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Charitable Event | $3,500 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $15,000 |
| GWYNEDD-MERCY ACADEMY | |||||||
| 1345 SUMNEYTOWN PIKE | LOWER GWYNEDD | PA | 19002 | N/A | PC | BLBB Charitable Leadership Lab and Operations of Leadership program | $50,000 |
| HEIGHTS PHILADELPHIA | |||||||
| 123 S BROAD ST STE 850 | PHILADELPHIA | PA | 19109 | N/A | PC | General & Unrestricted | $10,000 |
| HEROIC GARDENS | |||||||
| PO BOX 26714 | ELKINS PARK | PA | 19027 | N/A | PC | General & Unrestricted | $5,000 |
| HOLY GHOST PREPARATORY SCHOOL | |||||||
| 2429 BRISTOL PIKE | BENSALEM | PA | 19020 | N/A | PC | General & Unrestricted | $200 |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL RD STE 400 | BROOMALL | PA | 19008 | N/A | PC | Empower Program | $20,000 |
| JAMES A MICHENER ART MUSEUM | |||||||
| 138 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $5,000 |
| JUNIATA COLLEGE | |||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | N/A | PC | General Purpose (Director Discretionary) | $2,000 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | the annual Dinner Dance, the 180 Degree Program fund, and the Russomano Family Fund | $3,000 |
| LIBERTY LUTHERAN SERVICES | |||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| MATTIE N DIXON COMM CUPBOARD INC | |||||||
| 150 N MAIN ST | AMBLER | PA | 19002 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| MATTIE N DIXON COMM CUPBOARD INC | |||||||
| 150 N MAIN ST | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $2,500 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Professional Development and Curriculum/Resources investment | $30,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Charitable Event | $2,500 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | For Transportation | $10,000 |
| METROPOLITAN AREA PLATFORM TENNIS ASSOCIATION | |||||||
| 351 DRUMMERS LN | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $5,000 |
| MITZVAH CIRCLE FOUNDATION | |||||||
| 435 DOYLESTOWN RD | LANSDALE | PA | 19446 | N/A | PC | Charitable Event | $2,500 |
| MITZVAH CIRCLE FOUNDATION | |||||||
| 435 DOYLESTOWN RD | LANSDALE | PA | 19446 | N/A | PC | General & Unrestricted | $2,500 |
| MOUNT SAINT JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | Mount Crew Program - Franklin Award, Caroline Kyle Endowment fund, and Sister Kathleen endowment fund | $3,500 |
| NORTH PENN VALLEY BOYS & GIRLS CLUB INC | |||||||
| PO BOX 103 | LANSDALE | PA | 19446 | N/A | PC | STEM Stars | $5,000 |
| OPEN HEARTH INC | |||||||
| 701 S MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $500 |
| OYSTER MUSEUM INC | |||||||
| PO BOX 352 | CHINCOTEAGUE | VA | 23336 | N/A | PC | General & Unrestricted | $2,500 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Ecological Restoration & Non-Profit Support Internship | $25,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $25,000 |
| PHILADELPHIA UNION FOUNDATION | |||||||
| 2501 SEAPORT DR BOILER HOUSE 10 | CHESTER | PA | 19013 | N/A | PC | Charitable Event | $5,000 |
| PHILADELPHIA UNION FOUNDATION | |||||||
| 2501 SEAPORT DR BOILER HOUSE 10 | CHESTER | PA | 19013 | N/A | PC | Charitable Event | $2,500 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 1617 JFK BLVD 20TH FL | PHILADELPHIA | PA | 19103 | N/A | PC | General Support (Director Discretionary) | $25,000 |
| READING ALLOWED | |||||||
| 120 S 21ST ST 518 | PHILADELPHIA | PA | 19103 | N/A | PC | Leadership Transition | $5,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Nonprofit Repositioning Fund Philadelphia | $15,000 |
| SHARING FOUNDATION | |||||||
| PO BOX 600 | CONCORD | MA | 01742 | N/A | PC | General Support (Director Discretionary) | $3,000 |
| SPRINGFIELD TOWNSHIP EDUCATION FOUNDATION | |||||||
| 1901 PAPER MILL RD | ORELAND | PA | 19075 | N/A | PC | Charitable Event | $500 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | Charitable Event | $5,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General Operating Support for SquashSmarts' Educational programs | $25,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| ST MARTHAS ROMAN CATHOLIC CHURCH | |||||||
| 11301 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | STREAM Program | $3,000 |
| ST THOMAS CHURCH WHITEMARSH | |||||||
| 7020 CAMP HILL RD | FORT WASHINGTON | PA | 19034 | N/A | PC | General Support (Director Discretionary) | $1,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | Charitable Event | $5,000 |
| SYSTEMIC REFORMATIVE CHANGE FOUNDATION | |||||||
| 1102 DEKALB ST | NORRISTOWN | PA | 19401 | N/A | PC | Systemic Restoration Change Foundation | $1,000 |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 2890 | NEW YORK | NY | 10116 | N/A | PC | BLBB Charitable Financial Planning Scholarship at fox school of business scholarship fund | $32,000 |
| THE ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | General Support (Board Discretionary) | $20,000 |
| THE ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | Charitable Event | $7,500 |
| THE ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | AIM Institute for Learning & Research - AIM Pathways AIM cognitio assessment tool | $50,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | Scholarship fund | $7,885 |
| THE PHILADELPHIA EDUCATION FUND | |||||||
| 1709 BENJAMIN FRANKLIN PWY STE 7 | PHILADELPHIA | PA | 19103 | N/A | PC | Know Before You Go | $2,500 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | BLBB Charitable Opportunity Scholarship fund | $25,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | Endowment fund and the annual fund/general operating (director discretionary) | $25,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | Charitable Event | $5,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 140 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Empowering Volunteer Leaders in Philadelphia | $25,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 140 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $5,000 |
| TRELLIS FOR TOMORROW | |||||||
| 35 HALL ST STE 302 | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $2,000 |
| VANDERBILT UNIVERSITY | |||||||
| PO BOX 290369 525 ROYAL PKWY | NASHVILLE | TN | 37229 | N/A | PC | Vanderbilt Law School (Director Discretionary) | $3,000 |
| VITA EDUCATION SERVICES INC | |||||||
| 8 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| WHITEMARSH FOUNDATION | |||||||
| PO BOX 538 | LAFAYETTE HL | PA | 19444 | N/A | PC | Charitable Event | $5,000 |
| WHY NOT PROSPER INC | |||||||
| 717 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | N/A | PC | General Support (Director Discretionary) | $10,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Alumni Relations | $170,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General & Unrestricted | $5,000 |
| Wissahickon High School | |||||||
| 521 HOUSTON RD | Ambler | PA | 19002 | N/A | GOV | Jeff Madden Scholarship Award Fund | $1,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | Charitable Event | $2,750 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | General Purpose (Director Discretionary) | $5,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $25,000 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | Financial Stability Program | $10,000 |
| WYNDCROFT SCHOOL | |||||||
| 1395 WILSON ST | POTTSTOWN | PA | 19464 | N/A | PC | General Support (Board Discretionary) | $11,000 |
| Charityvest Inc | |||||||
| 55 Walls Dr Ste 302 | Fairfield | CT | 06824 | N/A | PC | General & Unrestricted (See General Statement) | $238,973 |
| The Ellis Foundation | |||||||
| PO Box 54 | Fort Scott | KS | 66701 | N/A | PC | Scholarship Fund (See General Statement) | $152,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,942,951 | TotalGrantOrContriPdDurYrAmt |
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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,348 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $716,226 | 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 | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $110,033 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,698,590 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$7,710 | 14 | -$60,154 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $3,882 | ||
| INCOME FROM LIFE INSURANCE | 01 | $65,398 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $102,323 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,427,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,529,613 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Laura W Brewer |
| *Laura W Brewer, Vice President/Director of the Cedarcrest Charitable Foundation AKA BLBB Charitable (the "Foundation"), is a managing member of BLB&B Holdings, LLC, which is the sole owner of BLB&B Advisors, LLC, a disqualified person which provides investment management and philanthropic services to the foundation. During the taxable year ending December 31, 2025, the foundation paid $185,569 for investment management services and $241,815 for philanthropic services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment management and philanthropic firm billed the foundation at or below the rate it charges its other clients. |
| Clifford Haugen |
| *Clifford Haugen, President/Director of the Cedarcrest Charitable Foundation AKA BLBB Charitable (the "Foundation"), is a managing member of BLB&B Holdings, LLC, which is the sole owner of BLB&B Advisors, LLC, a disqualified person which provides investment management and philanthropic services to the foundation. During the taxable year ending December 31, 2025, the foundation paid $185,569 for investment management services and $241,815 for philanthropic services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment management and philanthropic firm billed the foundation at or below the rate it charges its other clients. |
| W Dean Karrash |
| *W Dean Karrash, Vice President/Director/Secretary of the Cedarcrest Charitable Foundation AKA BLBB Charitable (the "Foundation"), is a managing member of BLB&B Holdings, LLC, which is the sole owner of BLB&B Advisors, LLC, a disqualified person which provides investment management and philanthropic services to the foundation. During the taxable year ending December 31, 2025, the foundation paid $185,569 for investment management services and $241,815 for philanthropic services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment management and philanthropic firm billed the foundation at or below the rate it charges its other clients. |
| John T Lawton |
| *John T Lawton, Vice President/Director of the Cedarcrest Charitable Foundation AKA BLBB Charitable (the "Foundation"), is a managing member of BLB&B Holdings, LLC, which is the sole owner of BLB&B Advisors, LLC, a disqualified person which provides investment management and philanthropic services to the foundation. During the taxable year ending December 31, 2025, the foundation paid $185,569 for investment management services and $241,815 for philanthropic services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such investment management and philanthropic firm billed the foundation at or below the rate it charges its other clients. |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $391,088 TOTAL BOOK VALUE OF PROPERTY: $91,944 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $391,088 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $299,144 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: NVIDIA CORP UNITS: 1,950 DATE OF DISTRIBUTION: 1/27/2025 GRANT RECIPIENT: CHARITYVEST INC FMV OF PROPERTY: $238,973 BOOK VALUE OF PROPERTY: $38,752 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $238,973 DESCRIPTION OF PROPERTY: MICROSOFT CORP UNITS: 350 DATE OF DISTRIBUTION: 5/7/2025 GRANT RECIPIENT: THE ELLIS FOUNDATION FMV OF PROPERTY: $152,115 BOOK VALUE OF PROPERTY: $53,192 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $152,115 |
| Part I Line 6a (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF | Part I Line 6a | TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,698,590 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $110,033 TOTAL PART I, LINE 6A: $1,808,623 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $6,749,396 BOOK BASIS: $5,138,480 NET GAIN/(LOSS): $1,610,916 SALES OF HAMILTON LANE PRIVATE ASSETS FUND CL I GROSS SALES PRICE: $500,000 BOOK BASIS: $412,326 NET GAIN/(LOSS): $87,674 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $222,576 | $319,201 |
| ALPHABET INC CL A | $290,358 | $662,308 |
| AMAZON COM | $278,503 | $582,590 |
| APPLE INC | $391,239 | $894,691 |
| ARISTA NETWORKS | $228,964 | $464,632 |
| BARCLAYS BK PLC IPATH ETN | $2,246,254 | $2,587,568 |
| BERKSHIRE HATHAWAY INC. CLASS | $429,445 | $503,153 |
| CADENCE DESIGN SYSTEMS INC | $277,069 | $421,983 |
| CAPITAL ONE FINANCIAL CORP | $282,621 | $327,186 |
| CATERPILLAR INC | $304,620 | $309,350 |
| CHEVRON CORP | $236,216 | $349,781 |
| COSTCO WHOLESALE CORPORATION | $215,101 | $369,082 |
| D R HORTON | $33,091 | $134,236 |
| DANAHER CORP | $146,319 | $283,403 |
| GE VERNOVA | $220,568 | $396,717 |
| ISHARE SP SMALL CAP 600 INDEX | $1,329,239 | $1,546,717 |
| ISHARES TR S & P MIDCAP 400 IN | $6,224,685 | $7,573,565 |
| JP MORGAN CHASE | $201,217 | $598,040 |
| LINDE PLC COM | $196,019 | $213,621 |
| MCDONALD'S CORP | $189,914 | $253,062 |
| META PLATFORMS INC | $399,319 | $425,758 |
| MICROSOFT CORP | $653,242 | $934,354 |
| MONOLITHIC POWER SYSTEMS, INC | $156,288 | $226,590 |
| NETFLIX INC | $257,464 | $187,520 |
| NVIDIA CORP | $527,853 | $1,147,908 |
| PALO ALTO NETWORKS INC | $364,885 | $450,001 |
| PROCTER GAMBLE CO | $162,058 | $189,742 |
| QUANTA SVCS INC | $222,487 | $211,030 |
| REALTY INCOME CORP | $237,407 | $218,434 |
| ROBINHOOD | $189,522 | $196,794 |
| S&P GLOBAL INC COM | $101,301 | $181,339 |
| SALESFORCE.COM | $512,576 | $568,232 |
| STRYKER CORPORATION | $154,554 | $291,720 |
| TJX COMPANIES INC | $213,103 | $333,795 |
| VANGUARD FTSE DEVELOPED MARKET | $6,662,221 | $8,788,903 |
| VANGUARD FTSE EMERGING MARKETS | $4,940,464 | $6,018,323 |
| VANGUARD SF REIT ETF | $249,605 | $243,348 |
| VISA INC | $138,927 | $286,530 |
| WASTE MANAGEMENT INC | $237,376 | $303,859 |
| WEC ENERGY GROUP, INC | $294,996 | $278,309 |
| ZOETIS INC | $233,087 | $235,158 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $198,124 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $198,668 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CSW FURNACE STREET EMMAUS, L.P | $229,451 | $250,000 |
| CSW LUXOR VIII UD, L.P | $250,000 | $250,000 |
| EASTHAM CAPITAL FUND VII, LP | $0 | $12,500 |
| HAMILTON LANE PRIVATE ASSETS F | $7,765,596 | $9,392,553 |
| LIFE INSURANCE - AG #A10127585 | $104,925 | $104,925 |
| LIFE INSURANCE - LINCOLN #6590 | $163,004 | $163,004 |
| LIFE INSURANCE - NY LIFE #4541 | $2,204,704 | $2,204,704 |
| MINERVA PROJECT, INC - 1327 | $261,000 | $261,000 |
| ORMOND GRANDE ASSOCIATES, LP | $189,867 | $239,681 |
| SQUIRE HILL APARTMENTS LLC | $1,820 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $80,450 | $80,450 | |
| Bank Charges | $80 | $80 | |
| Digital Subscriptions | $878 | $878 | |
| Foundation Dues & Memberships | $7,790 | $7,790 | |
| Indemnification Insurance | $1,215 | $1,215 | |
| K-1 EXP EASTHAM CAPITAL FD VII | $253 | ||
| K-1 Exp ORMOND GRANDE ASSOCIAT | $3 | ||
| K-1 Exp SQUIRE HILL APARTMENTS | $357 | ||
| Life Insurance Premium | $109,143 | ||
| Office Supplies | $4,509 | $4,509 | |
| Postage/Delivery Service | $143 | $143 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss CSW FURNACE STREET EMMAUS, L.P | -$20,645 | -$20,645 |
| K-1 Inc/Loss EASTHAM CAPITAL FUND VII, LP | -$12,247 | -$12,084 |
| K-1 Inc/Loss ORMOND GRANDE ASSOCIATES, LP | -$27,425 | -$27,425 |
| K-1 Inc/Loss SQUIRE HILL APARTMENTS LLC | -$7,547 | |
| Class Action Lawsuit Proceeds | $3,882 | $3,882 |
| Income from Life Insurance | $65,398 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $299,144 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| EOY Book Value | $18,588 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $185,569 | $185,569 | |
| PHILANTHROPIC CONSULTING SVCS | $254,658 | $254,658 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $18,400 |
| 990-PF Extension for 2024 | $12,200 |
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