LANCASTER GENERAL HEALTH FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LANCASTER GENERAL HEALTH FOUNDATION (EIN 20-5767147)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202621349349309607
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T14:36:24-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205767147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCASTER GENERAL HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GARY A WELCH | InCareOfNm |
| Business Name Control | LANC | BusinessNameControlTxt |
| Phone | 7175445658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH DUKE STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176023555 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary A Welch | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7175445658 | PhoneNum |
| Signature | 2026-05-12 | 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 | ANTONIO C RUSSO | PreparerPersonNm |
| PTIN | P00858539 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2026-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gary A Welch | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH DUKE STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176023555 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,321,745 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pennmedicine.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE LANCASTER GENERAL HEALTH FOUNDATION IS TO ADVANCE THE CULTURE AND PHILANTHROPY WITHIN THE LANCASTER GENERAL HEALTH SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 139 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,169,765 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,502,218 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $60,960 | PYInvestmentIncomeAmt |
| CY Investment Income | $74,345 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,230 | PYOtherRevenueAmt |
| CY Other Revenue | $61,109 | CYOtherRevenueAmt |
| PY Total Revenue | $3,232,955 | PYTotalRevenueAmt |
| CY Total Revenue | $3,637,672 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $654,880 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $825,002 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,088,042 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $616,797 | PYOtherExpensesAmt |
| CY Other Expenses | $1,067,237 | CYOtherExpensesAmt |
| PY Total Expenses | $1,271,677 | PYTotalExpensesAmt |
| CY Total Expenses | $1,892,239 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,961,278 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,745,433 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,052,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,670,468 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,037,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $823,656 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,014,633 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,846,812 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LANCASTER GENERAL HEALTH FOUNDATION IS ORGANIZED AND OPERATED TO BENEFIT, PERFORM THE FUNCTIONS OF, OR CARRY OUT THE PURPOSES OF MEMBERS OF THE HEALTHCARE SYSTEM OF LANCASTER GENERAL HEALTH, A NON-PROFIT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, INCLUDING LANCASTER GENERAL HOSPITAL, LANCASTER GENERAL MEDICAL GROUP, THE HEART GROUP OF LANCASTER GENERAL HEALTH, AND LANCASTER GENERAL HEALTH COLUMBIA CENTER, EACH OF WHICH IS A SECTION 501(C)(3) ORGANIZATION AND A PUBLIC CHARITY DESCRIBED IN EITHER SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE CODE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $32,154 | RevenueAmt |
| Desc | THE FOUNDATION RAISES FUNDS TO SUPPORT THE WORK OF THE HEALTHCARE SYSTEM OF LANCASTER GENERAL HEALTH. THANKS TO GENEROUS COMMUNITY DONORS, THE FOUNDATION HAS HELPED FUND INNOVATIVE NEW TREATMENTS, SUPPORT PATIENTS IN NEED, STRENGTHEN THE LEVEL OF CARE, AND IMPROVE THE PATIENT EXPERIENCE TO RAISE THE COLLECTIVE BAR FOR HEALTHCARE SERVICES IN THE LANCASTER REGION. ALL GIFTS TO THE FOUNDATION STAY LOCAL, AND 100% OF DONATIONS GO TO THE FUNDING AREA INTENDED BY THE DONOR. THIS MEANS THE FOUNDATION CAN SIGNIFICANTLY IMPACT FUNDING CANCER RESEARCH, EXPANDING PEDIATRIC CARE, INCREASING BEHAVIORAL HEALTH SERVICES, AND PROVIDING MORE ACCESS TO WOMEN'S HEALTH SERVICES. | Desc |
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY A WELCH | PersonNm |
| Phone | 7175445658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH DUKE STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| John J Herman | |||||||
| Trustee | 2.0 | 53.0 | Yes (X) | $0 | $1,153,506 | $134,777 | |
| Margaret F Costella Esq | |||||||
| Secretary | 2.0 | 53.0 | $0 | $802,304 | $41,768 | Yes (X) | |
| Jennifer L Groff | |||||||
| Executive Director | 51.0 | 4.0 | Yes (X) | $238,442 | $0 | $36,640 | Yes (X) |
| Linda A Welker | |||||||
| Treasurer | 2.0 | 53.0 | $0 | $230,050 | $40,015 | Yes (X) | |
| Nancy S Arnold | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Ben Atwater | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Deepa Balepur | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Chris Ballentine | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| J Kenneth Brubaker MD | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Lynda Charles | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Pia Fenimore MD | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Todd Harrington | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Dana Herr | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Stephen Nieli | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Kathy Pandelidis Granbois | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jessica Pavelko | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Robin Stauffer | |||||||
| Secretary | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Michelle Suarez-Costello | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Alison Van Harskamp | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Judith Wubah | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Anne Lusk | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Paula Silverstein | |||||||
| Trustee | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Joanne B Ladley | |||||||
| Chairperson | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Brian Black | |||||||
| Vice Chairperson | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $238,442 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,185,860 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $253,200 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $5,513 | FederatedCampaignsAmt |
| Fundraising | $360,253 | FundraisingAmt |
| All Other Contributions | $3,136,452 | AllOtherContributionsAmt |
| Noncash Contributions | $265,981 | NoncashContributionsAmt |
| Total Contributions | $3,502,218 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,522 | TotalRevenueColumnAmt |
| Exclusion | $40,522 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $442,664 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $408,841 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,823 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,823 | TotalRevenueColumnAmt |
| Exclusion | $33,823 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $287,438 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $360,253 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $269,883 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,555 | TotalRevenueColumnAmt |
| Exclusion | $17,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $16,749 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $5,349 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,400 | TotalRevenueColumnAmt |
| Exclusion | $11,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENDOR COMMISSIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,154 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,154 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,154 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,637,672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,154 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $103,300 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,326 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $119,163 | ManagementAndGeneralAmt |
| Fundraising | $119,163 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,552 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $123,612 | ManagementAndGeneralAmt |
| Fundraising | $274,940 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,644 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $12,405 | ManagementAndGeneralAmt |
| Fundraising | $20,239 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,546 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $42,400 | ManagementAndGeneralAmt |
| Fundraising | $69,146 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,934 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,695 | ManagementAndGeneralAmt |
| Fundraising | $27,239 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,624 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $13,624 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,408 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $89,408 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,094 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $25,878 | ManagementAndGeneralAmt |
| Fundraising | $56,216 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,138 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $23,138 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,329 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $42,798 | ManagementAndGeneralAmt |
| Fundraising | $59,531 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,777 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,500 | ManagementAndGeneralAmt |
| Fundraising | $14,277 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,194 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $18,538 | ManagementAndGeneralAmt |
| Fundraising | $4,656 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $686 | ManagementAndGeneralAmt |
| Fundraising | $1,120 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $677,715 | $0 | $257,532 | $420,183 |
| FUNDRAISING SERVICES | $21,332 | $0 | $0 | $21,332 |
| UNCOLLECTIBLE PLEDGE | $1,000 | $0 | $1,000 | $0 |
| MEMBERSHIP DUES | $820 | $0 | $820 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,892,239 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $804,197 | ManagementAndGeneralAmt |
| Fundraising | $1,088,042 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,244 | BOYAmt |
| EOY | $58,730 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,487 | BOYAmt |
| EOY | $927,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,095 | BOYAmt |
| EOY | $17,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $76,592 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,961 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,437 | BOYAmt |
| EOY | $9,631 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,647,063 | BOYAmt |
| EOY | $1,657,898 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,052,326 | BOYAmt |
| EOY | $2,670,468 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,249 | BOYAmt |
| EOY | $89,739 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,400 | BOYAmt |
| EOY | $174,300 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,044 | BOYAmt |
| EOY | $559,617 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,037,693 | BOYAmt |
| EOY | $823,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,413,928 | BOYAmt |
| EOY | $919,812 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,705 | BOYAmt |
| EOY | $927,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,633 | BOYAmt |
| EOY | $1,846,812 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,052,326 | BOYAmt |
| EOY | $2,670,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,745,433 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $43,941 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,957,195 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,537,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,641,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,983,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,169,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,502,218 | CurrentTaxYearAmt |
| Total | $16,834,651 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,537,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,641,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,983,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,169,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,502,218 | CurrentTaxYearAmt |
| Total | $16,834,651 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,693,678 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,140,973 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,522 | CurrentTaxYearAmt |
| Total | $126,392 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,961,043 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,450,478 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71581 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70254 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,961 | DepreciationAmt |
| Book Value | $9,631 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,631 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BOARD DESIGNATED INVESTMENT | $1,102,437 |
| RIGHT OF USE ASSET-LEASE SPACE | $539,909 |
| MISCELLANEOUS RECEIVABLE | $15,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,657,898 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE OBLIGATION | $559,617 |
| OTHER LIABILITIES | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $559,617 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,961,454 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $43,941 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $4,609 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $48,550 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,912,904 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$275,232 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$275,232 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,637,672 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,172,080 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,609 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $275,232 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $279,841 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,892,239 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,892,239 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | TEXT OF FIN 48 (ASC 740) FOOTNOTE THE FOUNDATION ADHERES TO THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. ASC 740 PRESCRIBES A COMPREHENSIVE MODEL FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, CLASSIFICATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2025 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO ITS INDEPENDENT AUDITED FINANCIAL STATEMENTS. ----------------------- |
| SCHEDULE D, PART XI, LINE 4B | RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER THE RETURN FUNDRAISING DIRECT EXPENSE $(269,883) GAMING DIRECT EXPENSE $(5,349) TOTAL $(275,232) ----------------------- |
| SCHEDULE D, PART XII, LINE 2D | RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER THE RETURN FUNDRAISING DIRECT EXPENSE $269,883 GAMING DIRECT EXPENSE $5,349 TOTAL $275,232 ----------------------- |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | UNITED 4 GOLF | Event1Nm |
| Gross Receipts Event1 | $243,380 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $128,598 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $114,782 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,775 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $12,792 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $29,880 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $29,161 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $32,671 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,371 | OtherDirectExpensesEvent1Amt |
| Event2 | WINE HEART GALA | Event2Nm |
| Gross Receipts Event2 | $204,820 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $127,665 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $77,155 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $1,156 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $19,863 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $24,996 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $12,417 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $199,491 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $103,990 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $95,501 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,775 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $12,767 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $29,949 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $25,884 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $21,635 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,791 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $647,691 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $360,253 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $287,438 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $4,706 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $25,559 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $79,692 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $80,041 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $54,306 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,579 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $269,883 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,555 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $16,749 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $0 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $5,349 | NonCashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $0 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $0 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $16,749 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $0 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $5,349 | NonCashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $0 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $0 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $5,349 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $11,400 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | PA | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | Jennifer Groff | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 N Duke St | AddressLine1Txt |
| City | Lancaster | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | Jennifer Groff | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Oversight of processes and recordkeeping | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GAMING MANAGER COMPENSATION | FormAndLineReferenceDesc |
| Explanation | THE GAMING MANAGER IS COMPENSATED AS AN EMPLOYEE OF THE FOUNDATION AND DOES NOT RECEIVE ADDITIONAL COMPENSATION FOR OVERSIGHT OF THE GAMING ACTIVITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John J Herman | ||||||||||||||
| Trustee | $0 | $710,637 | $0 | $331,771 | $0 | $111,098 | $0 | $106,110 | $0 | $28,667 | $0 | $1,288,283 | $0 | $84,678 |
| Margaret F Costella Esq | ||||||||||||||
| Secretary | $0 | $392,795 | $0 | $104,262 | $0 | $305,247 | $0 | $39,347 | $0 | $2,421 | $0 | $844,072 | $0 | $0 |
| Jennifer L Groff | ||||||||||||||
| Executive Director | $237,654 | $0 | $0 | $0 | $788 | $0 | $34,970 | $0 | $1,670 | $0 | $275,082 | $0 | $0 | $0 |
| Linda A Welker | ||||||||||||||
| Treasurer | $0 | $212,554 | $0 | $0 | $0 | $17,496 | $0 | $11,915 | $0 | $28,100 | $0 | $270,065 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE LANCASTER GENERAL HEALTH SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: MARGARET F. COSTELLA, ESQ- $299,741 THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP" PLAN III) DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN SERP PLAN III OCCURS THREE YEARS AFTER EACH EMPLOYER CONTRIBUTION IS CREDITED TO THE PLAN. VESTING ALSO OCCURS UPON THE OCCURRENCE OF CERTAIN EVENTS WHILE STILL EMPLOYED (THE EARLIER OF REACHING 65 YEARS OF AGE, BECOMING TOTALLY AND PERMANENTLY DISABLED, OR DEATH). UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: JOHN J. HERMAN- $84,678 ------------------------------ | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $260,632 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - STOCK | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | RAFFLE ITEMS | Desc |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,349 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES THE FOUNDATION USES THIRD PARTY SERVICES TO PROVIDE MARKET VALUATION AND APPRAISALS FOR NON-CASH PROPERTY AND TO SELL NON-CASH PROPERTY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1A | FORMS 1099 THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. ------------------------------ |
| FORM 990, PART VI, SECTION A, LINE 6 | DETAIL OF MEMBERS OR STOCKHOLDERS THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE GOVERNED BY A BOARD OF NOT LESS THAN THREE (3) NOR MORE THAN FORTY-FIVE (45) TRUSTEES WHO SHALL BE NATURAL PERSONS OF FULL AGE. THE NUMBER OF TRUSTEES SHALL BE SUCH NUMBER AS SHALL HAVE BEEN LAST SPECIFIED BY RESOLUTION OF THE BOARD OF TRUSTEES OF THE LANCASTER GENERAL HOSPITAL ("HOSPITAL"). THE NUMBER OF TRUSTEES SHALL INCLUDE EX-OFFICIO TRUSTEES. TRUSTEES NEED NOT BE RESIDENTS OF PENNSYLVANIA. AT ALL TIMES, THE BOARD SHALL INCLUDE AT LEAST ONE INDIVIDUAL WHO IS THEN SERVING AS AN OFFICER, TRUSTEE OR DIRECTOR OF EACH OF THE SPECIFIED ORGANIZATIONS. ------------------------------ |
| FORM 990, PART VI, SECTION A, LINE 7A | DETAIL OF MEMBERS OR STOCKHOLDERS EACH YEAR AS NEARLY AS POSSIBLE, ONE THIRD (1/3) OF THE TRUSTEES SHALL BE ELECTED TO HOLD OFFICE FOR A TERM OF THREE (3) YEARS. ------------------------------ |
| FORM 990, PART VI, SECTION A, LINE 7B | DETAIL OF MEMBERS OR STOCKHOLDERS AT ALL MEETINGS OF THE BOARD, A MAJORITY OF THE TRUSTEES THEN IN OFFICE SHALL BE NECESSARY TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS AND THE ACTS OF THE BOARD OF TRUSTEES, EXCEPT AS MAY OTHERWISE BE SPECIFICALLY PROVIDED BY STATUTE, BY THE ARTICLES OF INCORPORATION, OR BYLAWS. ------------------------------ |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING WAS GATHERED AND THE RETURN WAS PREPARED BY THE FINANCE STAFF. THE CONTROLLER AND SELECT MEMBERS OF THE FINANCE MANAGEMENT TEAM REVIEWED THE COMPLETED FORM 990. IT WAS THEN PROVIDED TO PWC US TAX LLP FOR THEIR REVIEW. IN ADDITION, THE MEMBERS OF THE GOVERNING BODY WERE GIVEN THE OPPORTUNITY TO VIEW THE 990 ONLINE VIA THE BOARD PORTAL SYSTEM PRIOR TO THE FILING. ------------------------------ |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY IN ORDER TO ASCERTAIN AND EVALUATE ACTUAL OR POTENTIAL CONFLICTS, CERTAIN INTERESTED PERSONS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT UPON ENTERING EMPLOYMENT OR BECOMING A TRUSTEE OF LANCASTER GENERAL HEALTH OR AN AFFILIATE, AND OTHERS ARE ALSO REQUIRED TO FILL OUT SUCH A STATEMENT ON AN ANNUAL BASIS. IN ADDITION TO THIS REQUIREMENT, ALL OFFICERS AND TRUSTEES, REGARDLESS OF WHETHER OR NOT THEY HAVE FILLED OUT OR HAVE BEEN ASKED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT, HAVE AN ONGOING AFFIRMATIVE DUTY TO BRING TO THE ATTENTION OF LANCASTER GENERAL HEALTH SITUATIONS WHICH MAY GIVE RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS DESCRIBED IN THE POLICY. ----------------------------- |
| FORM 990, PART VI, SECTION B, LINE 14 | DOCUMENTATION RETENTION AND DESTRUCTION POLICY THE ORGANIZATION HAS THE POLICIES AND PROCEDURES IN PLACE AS MENTIONED IN FORM 990, PART VI, SECTION B, LINES 14 & 16B. HOWEVER, THEY ARE NOT CURRENTLY APPROVED BY THE GOVERNING BODY. ------------------------------ |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS LANCASTER GENERAL HEALTH'S EXECUTIVE COMPENSATION PROCESS INCLUDES THE FOLLOWING REVIEW AND ACTION BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHICH IS COMPRISED OF INDEPENDENT TRUSTEES. AN EVALUATION OF PERFORMANCE AGAINST GOALS IS CONDUCTED AT THE CLOSE OF A FISCAL YEAR TO DETERMINE THE LEVEL OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OF THE CEO AND SENIOR EXECUTIVES AS TO DETERMINE MERIT AND INCENTIVE PAY ACTIONS. MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION AND TOTAL COMPENSATION IS PROVIDED BY AN INDEPENDENT THIRD PARTY TO THE COMMITTEE AND REFLECTS A MARKET BASKET OF SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE EXECUTIVE POSITIONS. UPON REVIEW AND DISCUSSION OF THE RELATED DATA AND INFORMATION THE COMMITTEE TAKES ACTION WHICH IS RECORDED IN THE MEETING MINUTES WHICH ARE THEN FILED FOR FUTURE REFERENCE. ------------------------------ |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABILITY TO THE PUBLIC LANCASTER GENERAL HEALTH FOUNDATION DOES NOT MAKE THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, OR THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ------------------------------ |
| FORM 990, PART VII, SECTION A | COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES THE LANCASTER GENERAL HEALTH FOUNDATION BOARD TERM RUNS JULY 1 TO JUNE 30. THE FOLLOWING INDIVIDUALS LISTED ON PART VII, SECTION A EITHER STARTED OR TERMED DURING THE JUNE 30, 2025 FISCAL YEAR: ANNE LUSK (START 9/26/2024) PAULA SILVERSTEIN (START 9/26/2024) MARGARET F. COSTELLA, ESQ (TERM 1/23/2025) THE HOURS NOTED IN COLUMN (B) RELATE TO THE HOURS DEDICATED TO THE FILING ORGANIZATION AND/OR TO OTHER ORGANIZATIONS WITHIN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. THE HOURS DISCLOSED RELATE TO TIME SERVED ON A BOARD AND/OR FOR SERVICES PROVIDED RESULTING IN COMPENSATION PAID. MEMBERS OF THE BOARD ARE NOT COMPENSATED FOR THEIR POSITION ON THE BOARD. COMPENSATION DISCLOSED RELATES TO OTHER SERVICES PERFORMED. ------------------------------ |
| FORM 990, PART XI, LINE 9 | DETAIL OF OTHER CHANGES IN NET ASSETS RELATED PARTY TRANSFERS ($1,957,195) ------------------------------ |
| FORM 990, PART XII, LINE 2B | AUDITED FINANCIAL STATEMENTS THE FINANCIAL INFORMATION FOR LANCASTER GENERAL HEALTH AND ITS AFFILIATES, INCLUDING LANCASTER GENERAL HEALTH FOUNDATION WAS INCLUDED IN THE UNIVERSITY OF PENNSYLVANIA'S COMBINED FINANCIAL STATEMENTS AND AUDITED ON A CONSOLIDATED BASIS. ADDITIONALLY, LANCASTER GENERAL HEALTH FOUNDATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM ON A SEPARATE BASIS. ------------------------------ |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE LEONARD AND MADLYN ABRAMSON INST | ||||||||||
| 421 CURIE BLVD 450 BRB II/III | PHILADELPHIA | PA | 19104 | 232929823 | MED RESEARCH | PA | 501(c)(3) | 4 | NA | false |
| CARL V S PATTERSON IRR | ||||||||||
| 116 ALLEGHENY CENTER MAIL P8YB3502L | PITTSBURGH | PA | 15212 | 236415355 | SUPPORT TRUST | PA | 4947(A)(1) | N/A | NA | false |
| CHESTER COUNTY HOSPITAL & HEALTH SYSTEM | ||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 264233321 | MGMT SRVCS | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| CLINICAL CARE ASSOCIATES OF UPHS | ||||||||||
| 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232729852 | HEALTHCARE | PA | 501(c)(3) | 10 | TRUSTEES | false |
| LANCASTER GENERAL HEALTH | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 232250941 | SUPPORT ORG | PA | 501(C)(3) | 12, II | TRUSTEES | false |
| LANCASTER GENERAL HEALTH COLUMBIA CENTER | ||||||||||
| 306 NORTH 7TH STREET | COLUMBIA | PA | 17512 | 230485650 | FACILITY MGMT | PA | 501(C)(3) | 3 | LG HOSPITAL | false |
| LANCASTER GENERAL HEALTH HOLDINGS | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 204943109 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | false |
| LANCASTER GENERAL HOSPITAL | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 231365353 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | false |
| LANCASTER GENERAL MEDICAL GROUP | ||||||||||
| 1097 COMMERCIAL AVENUE | EAST PETERSBURG | PA | 17520 | 232777286 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | false |
| MORRIS EST LYDIA T DECD TW | ||||||||||
| 1525 W WT HARRIS BLVD | CHARLOTTE | NC | 28262 | 236210940 | SUPPORT TRUST | PA | 501(C)(3) | 12, III-FI | NA | false |
| NEIGHBORHOOD HEALTH AGENCIES INC | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324782 | NURSING | PA | 501(C)(3) | 12, I | CCH&HS | false |
| NEIGHBORHOOD LEAGUE HEALTH SERVICES | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324787 | HEALTH SRVCS | PA | 501(C)(3) | 10 | CCH&HS | false |
| NEIGHBORHOOD VISITING NURSE ASSOCIATION | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 231352243 | NURSING | PA | 501(C)(3) | 7 | CCH&HS | false |
| OAP INC | ||||||||||
| 3451 WALNUT STREET ROOM 748 | PHILADELPHIA | PA | 19104 | 231986931 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | false |
| PENN CENTER FOR REHAB AND CARE | ||||||||||
| 3609 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 232422635 | HEALTHCARE | PA | 501(c)(3) | 3 | PMC | false |
| PENN CLUB OF NEW YORK INC | ||||||||||
| 30 WEST 44TH STREET | NEW YORK | NY | 10036 | 232726687 | CLUB | NY | 501(c)(7) | N/A | NA | false |
| PENN PRAXIS INC | ||||||||||
| 210 SOUTH 34TH STREET | PHILADELPHIA | PA | 19104 | 752974931 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | false |
| PENNSYLVANIA HOSPITAL OF UPHS | ||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 311538725 | HEALTHCARE | PA | 501(C)(3) | 3 | TRUSTEES | false |
| PGH DEVELOPMENT CORP | ||||||||||
| 426 CURIE BLVD | PHILADELPHIA | PA | 19104 | 232351015 | SUPPORT ORG | PA | 501(c)(3) | 12, I | NA | false |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232810852 | HEALTHCARE | PA | 501(c)(3) | 3 | TRUSTEES | false |
| THE ASC TRUST OF THE UNIV OF PA | ||||||||||
| 1500 MARKET ST STE 3500E | PHILADELPHIA | PA | 19102 | 810550464 | BUS. TRUST | PA | 501(c)(3) | 8 | NA | false |
| CHESTER COUNTY HOSPITAL | ||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 230469150 | HEALTHCARE | PA | 501(C)(3) | 3 | CCH&HS | false |
| THE HEART GROUP OF LANCASTER GEN HEALTH | ||||||||||
| 217 HARRISBURG AVENUE | LANCASTER | PA | 17603 | 300634510 | CARDIOLOGY | PA | 501(C)(3) | 3 | LG HEALTH | false |
| TRUSTEES OF THE UNIVERSITY OF PENN | ||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 231352685 | EDUCATION | PA | 501(c)(3) | 2 | NA | false |
| UNIVERSITY CITY ASSOCIATES INC | ||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 233021159 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | false |
| UNIVERSITY CLUB AT PENN INC | ||||||||||
| 3611 WALNUT STREET | PHILADELPHIA | PA | 19104 | 236299508 | FAC. CLUB | PA | 501(c)(3) | 12, I | TRUSTEES | false |
| UPENN INTERNATIONAL | ||||||||||
| 3451 WALNUT STREET SUITE 731 | PHILADELPHIA | PA | 19104 | 454985731 | SUPPORT ORG | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| UPENN MASTER RETIREMENT TRUST | ||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 043574136 | RETIRE TRUST | PA | 501(A) | N/A | TRUSTEES | false |
| UPENN RETIREE BENEFITS TRUST | ||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 232769744 | BENEFITS | PA | 501(c)(3) | 12, I | TRUSTEES | false |
| WISSAHICKON HOSPICE OF UPHS | ||||||||||
| 150 MONUMENT ROAD SUITE 300 | BALA CYNWYD | PA | 19004 | 232152662 | HOSPICE CARE | PA | 501(c)(3) | 10 | TRUSTEES | false |
| PRINCETON HEALTHCARE SYSTEM | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 210635009 | HEALTHCARE | NJ | 501(C)(3) | 3 | PHCS HOLDING | false |
| PRINCETON HEALTHCARE SYSTEM FDN INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222225911 | SUPPORT PHCS | NJ | 501(C)(3) | 7 | PHCS HOLDING | false |
| PRINCETON HEALTHCARE SYSTEM HOLDING INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223493256 | SUPPORT ORG | NJ | 501(C)(3) | 12,I | TRUSTEES | false |
| PRINCETON MEDICAL PROPERTIES INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 220022702 | REAL ESTATE | NJ | 501(C)(2) | N/A | PHCS HOLDING | false |
| PRINCETON CAREGIVERS INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222842773 | HOMECARE SVCS | NJ | 501(C)(3) | 3 | PHCS HOLDING | false |
| PRINCETON HEALTHCARE AFFILIATED PHYS PC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 264203938 | HEALTHCARE | NJ | 501(C)(3) | 10 | PHCS HOLDING | false |
| AFFILIA HOME HEALTH | ||||||||||
| 1811 OLDE HOMESTEAD LANE | LANCASTER | PA | 17601 | 231352572 | HOME HEALTH | PA | 501(C)(3) | 10 | LG HEALTH | false |
| HAJOCA 3025 INC | ||||||||||
| 3451 WALNUT STREET ROOM 737 | PHILADELPHIA | PA | 19104 | 843379653 | SUPPORT ORG | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| PENN MEDICINE-PMA | ||||||||||
| 5 ATRIUM 3400 CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 863800365 | HEALTHCARE | PA | 501(c)(3) | 10 | CCA | false |
| CLINICAL SPECIALTY ASSOCIATES | ||||||||||
| 150 MONUMENT ROAD 4TH FL | BALA CYNWYD | PA | 19004 | 331617353 | HEALTHCARE | PA | 501(C)(3) | PENDING | TRUSTEES | false |
| DOYLESTOWN HOSPITAL | ||||||||||
| 595 WEST STATE STREET | DOYLESTOWN | PA | 18901 | 231352174 | HEALTHCARE | PA | 501(C)(3) | 3 | TRUSTEES | false |
| DOYLESTOWN HEALTH FOUNDATION | ||||||||||
| 595 WEST STATE STREET | DOYLESTOWN | PA | 18901 | 232368196 | FUNDRAISING | PA | 501(C)(3) | 7 | DH | false |
| DOYLESTOWN HEALTH PHYSICIANS | ||||||||||
| 595 WEST STATE STREET | DOYLESTOWN | PA | 18901 | 232368197 | HEALTHCARE | PA | 501(C)(3) | 12, II | DH | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | General Or Managing PartnerGeneralOrManagingPartnerInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PDCP 1740 FUND LP | |||||||||||||||
| 311 S WACKER DRIVE STE 2620 | CHICAGO | IL | 60606 | 320472404 | INVESTMENT | IL | NA | false | |||||||
| DVG 1740 FUND LP | |||||||||||||||
| ONE FAWCETT PLACE | GREENWICH | CT | 06830 | 800961539 | INVESTMENT | CT | NA | false | |||||||
| EAST MARSHALL STREET PARTNERSHIP LP | |||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232902742 | INVESTMENT | PA | NA | false | |||||||
| FERN HILL PARTNERSHIP III LP | |||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 300409614 | RENTAL | PA | NA | false | |||||||
| FERN HILL LLC | |||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 233005147 | RENTAL | PA | NA | false | |||||||
| GALLOPAVO LP | |||||||||||||||
| 4215 WEST LOVERS LANE SUITE 100 | DALLAS | TX | 75209 | 464621967 | INVESTMENT | TX | NA | false | |||||||
| LANCASTER PET PARTNERSHIP LLP | |||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 233102793 | MEDICAL SERVI | PA | NA | false | |||||||
| LG HEALTH COMMUNITY CARE COLLABORATIVE | |||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 455542179 | ACO | PA | NA | false | |||||||
| MRI GROUP LLP | |||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 331011386 | MEDICAL SERVI | PA | NA | false | |||||||
| NEIGHBRHD PRES & DEV FUND LP | |||||||||||||||
| 240 NEW YORK DR STE 1 | FORT WASHINGTON | PA | 19034 | 233037919 | RENTAL | PA | NA | false | |||||||
| OAKLANDS WAY MEDICAL BUILDING ASSOCIATES | |||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 830490251 | RENTAL | PA | NA | false | |||||||
| SRP INVESTORS FUND A LP | |||||||||||||||
| 2001 ROSS AVE SUITE 400 | DALLAS | TX | 75201 | 611748291 | INVESTMENT | TX | NA | false | |||||||
| JOG V C LIMITED PARTNERSHIP | |||||||||||||||
| INVESTMENT | NA | false | STE 2370 440 2ND AVE SW | CALGARY | AL | CA | T2P5E9 | CA | |||||||
| TURK'S HEAD SURGERY CENTER LLC | |||||||||||||||
| 915 OLD FERN HILL ROAD BLDG B | WEST CHESTER | PA | 19380 | 200184603 | MEDICAL SERVI | PA | NA | false | |||||||
| CYRUS 1740 MASTER FUND LP | |||||||||||||||
| 981361754 | INVESTMENT | NA | false | 89 NEXUS WAY CAMANA BAY | GR | CJ | KY1-9009 | CJ | |||||||
| JOG VI C LIMITED PARTNERSHIP | |||||||||||||||
| INVESTMENT | NA | false | STE 2370 440 2ND AVE SW | CALGARY | AL | CA | T2P5E9 | CA | |||||||
| LIFT REAL ESTATE PARTNERS FUND I LP | |||||||||||||||
| 180 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | 831339929 | INVESTMENT | CA | NA | false | |||||||
| LG HEALTH COMM CARE COLLAB II | |||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 823809581 | ACO | PA | NA | false | |||||||
| CYRUS 1740 FUND LP | |||||||||||||||
| 65 E 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 821211542 | INVESTMENT | NY | NA | false | |||||||
| KINGSTOWN 1740 FUND LP | |||||||||||||||
| 167 MADISON AVE ST 205 1033 | NEW YORK | NY | 10016 | 843119908 | INVESTMENT | NY | NA | false | |||||||
| ST-TO RIBBIT OPPORTUNITY V LLC | |||||||||||||||
| 364 UNIVERSITY AVENUE | PALO ALTO | CA | 94301 | 841814102 | INVESTMENT | CA | NA | false | |||||||
| UNIVERSA BLACK SWAN PROTECTION PROTOCOL | |||||||||||||||
| 2601 S BAYSHORE DR SUITE 2030 | MIAMI | FL | 33133 | 852143048 | INVESTMENT | FL | NA | false | |||||||
| AXIS UKA GP LLC | |||||||||||||||
| 240 NEW YORK DRIVE SUITE 1 | FORT WASHINGTON | PA | 19034 | 273617178 | INVESTMENT | PA | NA | false | |||||||
| BEXP II (PARALLEL) LP | |||||||||||||||
| 5914 W COURTYARD DRIVE | AUSTIN | TX | 78730 | 873188834 | INVESTMENT | TX | NA | false | |||||||
| FORERUNNER BUILDERS F-G LP | |||||||||||||||
| ONE LETTERMAN DR BLDG C SUITE C5 | SAN FRANCISCO | CA | 94129 | 873427543 | INVESTMENT | CA | NA | false | |||||||
| GCM CARRIAGE SPV LP | |||||||||||||||
| 250 WEST 55TH STREET 36TH FLOOR | NEW YORK | NY | 10019 | 872075062 | INVESTMENT | NY | NA | false | |||||||
| INITIALIZED CBH SPV LLC | |||||||||||||||
| 464 TEHAMA STREET | SAN FRANCISCO | CA | 94103 | 871123527 | INVESTMENT | CA | NA | false | |||||||
| SAILINGSTONE GLOBAL NATURAL RESOURCES FU | |||||||||||||||
| 100 WAUGH DRIVE SUITE 600 | HOUSTON | TX | 77007 | 371770014 | INVESTMENT | TX | NA | false | |||||||
| AUSTIN 512 LP | |||||||||||||||
| 5914 W COURTYARD DRIVE SUITE 340 | AUSTIN | TX | 78730 | 921329561 | INVESTMENT | TX | NA | false | |||||||
| BLACKSTONE REAL ESTATE PARTNERS VIITE5 | |||||||||||||||
| C/O THE BLACKSTONE GROUP 345 PARK A | NEW YORK | NY | 10154 | 800815880 | INVESTMENT | NY | false | N/A | |||||||
| KEYFRAME 1740 FUND LP | |||||||||||||||
| 65 E 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 883210105 | INVESTMENT | NY | false | N/A | |||||||
| LIFT REAL ESTATE PARTNERS FUND III LP | |||||||||||||||
| 180 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | 872869560 | INVESTMENT | CA | false | N/A | |||||||
| NEUBERGER BERMAN HEDGED CRYPTOCURRENCY | |||||||||||||||
| 1290 AVENUE OF THE AMERICAS 22ND F | NEW YORK | NY | 10104 | 871241085 | INVESTMENT | NY | false | N/A | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLINICAL HEALTH CARE ASSOC OF NJ PC | |||||||||||||||
| 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232865181 | PHYS MGMT | PA | CCA | C-CORP | false | ||||||
| DELANCEY CORPORATION | |||||||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19106 | 232060159 | RENTAL | PA | PA HOSPITAL | C-CORP | false | ||||||
| FRANKLIN CASUALTY INSURANCE CO | |||||||||||||||
| PO BOX 530 | BURLINGTON | VT | 05402 | 043378984 | INSURANCE | VT | TRUSTEES | C-CORP | false | ||||||
| NAYA 1740 FUND LTD | |||||||||||||||
| INVESTMENTS | TRUSTEES | C-CORP | false | PO BOX 309 | UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | ||||||
| PENN WHARTON CONSULTING (BEIJING) CO LTD | |||||||||||||||
| BUS. CONSULTING | UPENN INT'L | C-CORP | false | CHINA WORLD TOWER 1 14F | CHAOYANG DIST | CH | 100004 | CH | |||||||
| UPENN HOSPITALITY INC | |||||||||||||||
| 3401 WALNUT STREET SUITE 440A | PHILADELPHIA | PA | 19104 | 233076589 | HOTEL/RESTAURANT | PA | TRUSTEES | C-CORP | false | ||||||
| QUAKER INSURANCE COMPANY LTD | |||||||||||||||
| 300708282 | SELF-INSURANCE | TRUSTEES | C-CORP | false | VICTORIA STREET PO BOX HM 1826 | VICTORIA HALL | HAMILTON | BD | HM HX | BD | |||||
| THE PAM 1740 FUND LTD | |||||||||||||||
| INVESTMENTS | TRUSTEES | C-CORP | false | PO BOX 309 | GEORGE TOWN | GRAND CAYMAN | CJ | KYI-1104 | CJ | ||||||
| TURK'S HEAD HEALTH SERVICES | |||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232329753 | MEDICAL SERVICES | PA | CCH&HS | C-CORP | false | ||||||
| ARCM 1740 FUND LTD | |||||||||||||||
| INVESTMENTS | TRUSTEES | C-CORP | false | 27 HOSPITAL ROAD | GRAND CAYMAN | CJ | KY1-9008 | CJ | |||||||
| PRINCETON HEALTH INC & SUBS | |||||||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223450093 | MEDICAL | NJ | PHCS HOLDING | C-CORP | false | ||||||
| PHI PHARMACY INC | |||||||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223467899 | INACTIVE | NJ | PHCS HOLDING | C-CORP | false | ||||||
| PENN MEDICINE LONDON LIMITED | |||||||||||||||
| NETWORKING | UPENN INT'L | LIMITED COMPANY | false | VISTRA SUITE 2 FIRST FLOOR | TEMPLE BACK | WHITEFRIARS, LEWI | UK | BS1 2NT | UK | ||||||
| CYRUS 1740 FUND LTD | |||||||||||||||
| 981361907 | INVESTMENTS | TRUSTEES | LIMITED COMPANY | false | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | ||||||
| CLINICAL HEALTHCARE ASSOC OF NJ SP PC | |||||||||||||||
| 150 MONUMENT ROAD FL 4TH | BALA CYNWYD | PA | 19004 | 331946468 | PHYS MGMT | PA | CCA | C-CORP | false | ||||||
| COVERED BRIDGE RECIP RISK RETENTION GRP | |||||||||||||||
| 146 FAIRCHILD STREET STE 135 | CHARLESTON | SC | 29492 | 871236417 | FINANCIAL VEHICLE | SC | DH | C-CORP | false | ||||||
| DH PHYSICIANS AMBULATORY SERVICES | |||||||||||||||
| 595 WEST STATE STREET | DOYLESTOWN | PA | 18901 | 812885619 | MEDICAL SERVICES | PA | DH | C-CORP | false | ||||||
| FRANKLIN HOLDINGS 1740 FUND LTD | |||||||||||||||
| INVESTMENTS | TRUSTEES | LIMITED COMPANY | false | PO BOX 309 | GEORGE TOWN | GRAND CAYMAN | CJ | KYI-1104 | CJ | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments