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UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY (EIN 23-1556045)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-03-14
IRS object ID
202440749349300804
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-14T04:50:24-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 MARKET STREET SUITE 1700AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231556045EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1United Way of Greater Philadelphia andBusinessNameLine1Txt
Business Name Line2Southern New JerseyBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% AMY C LEICHNERInCareOfNm
Business Name ControlUNITBusinessNameControlTxt
Phone2156652500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 JFK Blvd Suite 1200AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAmy C LeichnerPersonNm
Person TitleCFOPersonTitleTxt
Phone2156652500PhoneNum
Signature2024-02-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAmy CPersonFirstNm
Person LastLeichnerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY RAQUETPreparerPersonNm
PTINP01644256PTIN
Phone2155641900PhoneNum
Preparation2024-02-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM A GOLDERERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 JFK Blvd1200AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$53,030,101GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption3293GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDFORIMPACT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1921FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionEnd intergenerational poverty in our region by harnessing, leveraging and strategically investing the collective power of donors, advocates and volunteers.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee64TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$20,426,446PYContributionsGrantsAmt
CY Contributions Grants$23,196,395CYContributionsGrantsAmt
PY Program Service Revenue$900PYProgramServiceRevenueAmt
CY Program Service Revenue$2,640CYProgramServiceRevenueAmt
PY Investment Income$2,345,641PYInvestmentIncomeAmt
CY Investment Income-$664,429CYInvestmentIncomeAmt
PY Other Revenue$467,180PYOtherRevenueAmt
CY Other Revenue$619,739CYOtherRevenueAmt
PY Total Revenue$23,240,167PYTotalRevenueAmt
CY Total Revenue$23,154,345CYTotalRevenueAmt
PY Grants And Similar Paid$18,460,964PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$16,861,537CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,241,112PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,062,256CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,680,570CYTotalFundraisingExpenseAmt
PY Other Expenses$5,847,172PYOtherExpensesAmt
CY Other Expenses$5,465,032CYOtherExpensesAmt
PY Total Expenses$30,549,248PYTotalExpensesAmt
CY Total Expenses$28,388,825CYTotalExpensesAmt
PY Revenues Less Expenses-$7,309,081PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$5,234,480CYRevenuesLessExpensesAmt
Total Assets BOY$111,398,154TotalAssetsBOYAmt
Total Assets EOY$114,678,858TotalAssetsEOYAmt
Total Liabilities BOY$13,219,559TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,838,980TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$98,178,595NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$100,839,878NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNITED WAY'S MISSION IS TO END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS, TO HELP INDIVIDUALS AND FAMILIES BREAK THE CYCLE OF POVERTY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$6,038,233ExpenseAmt
Grant$4,570,655GrantAmt
Revenue$0RevenueAmt
DescCOMMUNITY RESILIENCY - THE IMPACT FUND HELPS OUR NEIGHBORS MEET THEIR MOST BASIC NEEDS - FOOD, SHELTER AND SAFETY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,598,375ExpenseAmt
Grant$3,480,751GrantAmt
Revenue$0RevenueAmt
DescFINANCIAL EMPOWERMENT - THE IMPACT FUND EMPOWERS INDIVIDUALS AND FAMILIES TO SAVE MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING FINANCIAL LITERACY AND ASSET DEVELOPMENT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,063,746ExpenseAmt
Grant$2,319,110GrantAmt
Revenue$0RevenueAmt
DescCAREER PATHWAYS - THE IMPACT FUND EMPOWERS WORKING ADULTS TO EARN MORE BY BUILDING FOUNDATIONS FOR LIFELONG FINANCIAL STABILITY INCLUDING JOB SKILLS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$8,438,799TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$6,491,021TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$627,750TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$22,139,153TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document61IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee64EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMY C LEICHNERPersonNm
Phone2156652500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 JOHN F KENNEDY BLVD STE 1200AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
William A Golderer
President & CEO37.50.0Yes (X)$436,367$0$44,375
Tabitha Jenkins
Chief of Staff37.50.0Yes (X)$221,538$0$8,000
Amy Leichner
Chief Financial Officer37.50.0Yes (X)$221,157$0$0
Andrea Anderson
Chief Knowledge Officer37.50.0$211,346$0$0Yes (X)
Kate Houstoun
Chief Impact Officer37.50.0Yes (X)$172,967$0$6,615
Janice Marini
Chief Engage Ofc (Thru 09/22)37.50.0$176,077$0$0Yes (X)
Erika Joy Erb
Chief Marketing Officer37.50.0Yes (X)$156,000$0$6,080
Jennifer Larkin
Managing Director, SVP37.50.0$136,038$0$5,400Yes (X)
Alicia Atkinson
MNGNG Dir., Fin. Empowerment37.50.0$136,038$0$0Yes (X)
Jennifer Egmont
Director, Engagement & Comm37.50.0$121,861$0$4,738Yes (X)
Alexander Hoffmaster
Dir, Major & Principal Giving37.50.0$109,729$0$3,690Yes (X)
Cheryl Mackey
Dir, Financial Empowermenent37.50.0$105,288$0$4,100Yes (X)
John Salveson
BOARD MEMBER, BOARD CHAIR1.00.0Yes (X)$0$0$0Yes (X)
Marcel Pratt
BOARD MEMBER, SECRETARY1.00.0Yes (X)$0$0$0Yes (X)
THOMAS TRALA JR
BOARD MEMBER, TREASURER1.00.0Yes (X)$0$0$0Yes (X)
Marcus Allen
BOARD MEMBER1.00.0$0$0$0Yes (X)
Ann Arena
BOARD MEMBER1.00.0$0$0$0Yes (X)
Sarah Bouchard
BOARD MEMBER1.00.0$0$0$0Yes (X)
Jim Buck
BOARD MEMBER1.00.0$0$0$0Yes (X)
William J Cariss
BOARD MEMBER1.00.0$0$0$0Yes (X)
Patrick J Eiding
BOARD MEMBER1.00.0$0$0$0Yes (X)
Chekemma Fulmore-Townsend
BOARD MEMBER1.00.0$0$0$0Yes (X)
Steven Grabell
BOARD MEMBER1.00.0$0$0$0Yes (X)
Claire Greenwood
BOARD MEMBER1.00.0$0$0$0Yes (X)
Melissa Grimm
BOARD MEMBER1.00.0$0$0$0Yes (X)
Peter Haas
BOARD MEMBER1.00.0$0$0$0Yes (X)
Sarah Harris
BOARD MEMBER1.00.0$0$0$0Yes (X)
Michael Kerlin
BOARD MEMBER1.00.0$0$0$0Yes (X)
John J Lynch III
BOARD MEMBER1.00.0$0$0$0Yes (X)
Sharmain Matlock-Turner
BOARD MEMBER1.00.0$0$0$0Yes (X)
Frances A McElhill
BOARD MEMBER1.00.0$0$0$0Yes (X)
Robert McNeill
BOARD MEMBER1.00.0$0$0$0Yes (X)
Edward Montgomery Jr
BOARD MEMBER1.00.0$0$0$0Yes (X)
Elizabeth Murphy
BOARD MEMBER1.00.0$0$0$0Yes (X)
Ellen Patterson
BOARD MEMBER1.00.0$0$0$0Yes (X)
Dennis Pullin
BOARD MEMBER1.00.0$0$0$0Yes (X)
Rakia Reynolds
BOARD MEMBER1.00.0$0$0$0Yes (X)
Leslie Richards
BOARD MEMBER1.00.0$0$0$0Yes (X)
James Turner
BOARD MEMBER1.00.0$0$0$0Yes (X)
Dalila Wilson-Scott
BOARD MEMBER1.00.0$0$0$0Yes (X)
Christen Woods
BOARD MEMBER1.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,204,406TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$82,998TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K14IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Brownstone Public Relations
1315 Walnut Street Suite 1617PHILADELPHIAPA19107MKTG & CommunICATION$662,726
Grovider
325 Chestnut Street Suite 800PHILADELPHIAPA19106CONSULTING/RESEARCH$352,073
VECTOR GROUP CONSULTING NA LLC
621 W MT AIRY AVENUEPHILADELPHIAPA19119CONSULTING & DEVELOP$340,550
Deloitte Consulting LLP
PO BOX 844717DALLASTX75284MGMT. CONSULTING$250,897
Your Part-Time Controller LLC
1500 Walnut Street - Suite 1200PHILADELPHIAPA19102Accounting & FINANCE$243,388
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Federated Campaigns$140,691FederatedCampaignsAmt
Fundraising$93,637FundraisingAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$22,962,067AllOtherContributionsAmt
Noncash Contributions$1,211,484NoncashContributionsAmt
Total Contributions$23,196,395TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescDONOR CHOICE APPLICATION FEESDesc
Business561000BusinessCd
Total Revenue Column$2,640TotalRevenueColumnAmt
Related Or Exempt Func Income$2,640RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,640TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$581,370TotalRevenueColumnAmt
Exclusion$581,370ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$5,265RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$5,265RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,265TotalRevenueColumnAmt
Exclusion$5,265ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$28,445,423SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$29,691,222SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,245,799SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,245,799TotalRevenueColumnAmt
Exclusion-$1,245,799ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$173,898FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$93,637ContriRptFundraisingEventAmt
Fundraising Direct Expenses$184,534FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,636TotalRevenueColumnAmt
Exclusion-$10,636ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
DONOR DESIGNATION PROCESSING FEES561000$493,163$493,163
OTHER900099$131,947$131,947
FieldValueIRS element (for citing)
Other Revenue Total$625,110OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,154,345TotalRevenueColumnAmt
Related Or Exempt Func Income$627,750RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$669,800ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$16,861,537TotalAmt
Program Services$16,861,537ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,318,860TotalAmt
Program Services$580,549ProgramServicesAmt
Management And General$532,049ManagementAndGeneralAmt
Fundraising$206,262FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,582,942TotalAmt
Program Services$1,580,642ProgramServicesAmt
Management And General$1,454,186ManagementAndGeneralAmt
Fundraising$548,114FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$166,262TotalAmt
Program Services$69,297ProgramServicesAmt
Management And General$57,231ManagementAndGeneralAmt
Fundraising$39,734FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$609,129TotalAmt
Program Services$188,830ProgramServicesAmt
Management And General$316,747ManagementAndGeneralAmt
Fundraising$103,552FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$385,063TotalAmt
Program Services$174,698ProgramServicesAmt
Management And General$131,269ManagementAndGeneralAmt
Fundraising$79,096FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$404,669TotalAmt
Program Services$125,447ProgramServicesAmt
Management And General$210,428ManagementAndGeneralAmt
Fundraising$68,794FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$64,406TotalAmt
Management And General$64,406ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,013,002TotalAmt
Program Services$761,014ProgramServicesAmt
Management And General$1,051,021ManagementAndGeneralAmt
Fundraising$200,967FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$16,895TotalAmt
Program Services$6,310ProgramServicesAmt
Management And General$10,585ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$94,611TotalAmt
Program Services$24,579ProgramServicesAmt
Management And General$38,769ManagementAndGeneralAmt
Fundraising$31,263FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$367,568TotalAmt
Program Services$123,834ProgramServicesAmt
Management And General$184,731ManagementAndGeneralAmt
Fundraising$59,003FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$486,912TotalAmt
Program Services$150,943ProgramServicesAmt
Management And General$253,194ManagementAndGeneralAmt
Fundraising$82,775FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$46,668TotalAmt
Program Services$22,392ProgramServicesAmt
Management And General$13,677ManagementAndGeneralAmt
Fundraising$10,599FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$299,968TotalAmt
Program Services$99,775ProgramServicesAmt
Management And General$56,409ManagementAndGeneralAmt
Fundraising$143,784FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$461,734TotalAmt
Program Services$323,214ProgramServicesAmt
Management And General$92,347ManagementAndGeneralAmt
Fundraising$46,173FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$141,984TotalAmt
Program Services$99,389ProgramServicesAmt
Management And General$28,397ManagementAndGeneralAmt
Fundraising$14,198FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$58,538TotalAmt
Program Services$18,147ProgramServicesAmt
Management And General$30,440ManagementAndGeneralAmt
Fundraising$9,951FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
UNCOLLECTABLE PLEDGES$880,864$880,864
PRINTING$65,138$28,611$9,411$27,116
OFFICE SERVICES$38,322$11,908$19,906$6,508
MEMBERSHIP DUES$15,089$4,625$9,177$1,287

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,664TotalAmt
Program Services$2,548ProgramServicesAmt
Management And General$4,722ManagementAndGeneralAmt
Fundraising$1,394FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,388,825TotalAmt
Program Services$22,139,153ProgramServicesAmt
Management And General$4,569,102ManagementAndGeneralAmt
Fundraising$1,680,570FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$23,692,753BOYAmt
EOY$20,360,019EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,031,735BOYAmt
EOY$4,647,485EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$94,409BOYAmt
EOY$122,221EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$317,418BOYAmt
EOY$270,848EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,015,848LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,753,853LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$403,979BOYAmt
EOY$261,995EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,428,024BOYAmt
EOY$10,056,419EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$68,695,424BOYAmt
EOY$73,051,059EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,734,412BOYAmt
EOY$5,908,812EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$111,398,154BOYAmt
EOY$114,678,858EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,555,946BOYAmt
EOY$1,225,842EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$8,323,567BOYAmt
EOY$6,514,638EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$536,337BOYAmt
EOY$101,667EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,803,709BOYAmt
EOY$5,996,833EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,219,559BOYAmt
EOY$13,838,980EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$68,822,941BOYAmt
EOY$69,315,036EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$29,355,654BOYAmt
EOY$31,524,842EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$98,178,595BOYAmt
EOY$100,839,878EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,398,154BOYAmt
EOY$114,678,858EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$5,234,480ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,905,015NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$9,252OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,754,484CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,019,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,381,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,426,446CurrentTaxYearMinus1YearAmt
Current Tax Year$23,196,395CurrentTaxYearAmt
Total$155,778,049TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,754,484CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,019,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,381,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,426,446CurrentTaxYearMinus1YearAmt
Current Tax Year$23,196,395CurrentTaxYearAmt
Total$155,778,049TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$155,778,049PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$500,969CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$481,089CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$425,309CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$259,798CurrentTaxYearMinus1YearAmt
Current Tax Year$586,635CurrentTaxYearAmt
Total$2,253,800TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$158,031,849TotalSupportAmt
Gross Receipts Rltd Activities$4,728,193GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98574PublicSupportCY170Pct
Public Support PY1700.98876PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,929,114BeginningYearBalanceAmt
Contributions$1,508,382ContributionsAmt
Investment Earnings Or Losses$6,498,584InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,390,403GrantsOrScholarshipsAmt
Administrative Expenses$150,000AdministrativeExpensesAmt
End Year Balance$71,395,677EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$82,387,327BeginningYearBalanceAmt
Contributions$13,627ContributionsAmt
Investment Earnings Or Losses-$11,938,832InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,341,263GrantsOrScholarshipsAmt
Administrative Expenses$191,745AdministrativeExpensesAmt
End Year Balance$66,929,114EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$67,498,186BeginningYearBalanceAmt
Contributions$451,800ContributionsAmt
Investment Earnings Or Losses$17,875,107InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,220,916GrantsOrScholarshipsAmt
Administrative Expenses$216,850AdministrativeExpensesAmt
End Year Balance$82,387,327EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,039,202BeginningYearBalanceAmt
Contributions$256,644ContributionsAmt
Investment Earnings Or Losses$3,275,596InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,010,183GrantsOrScholarshipsAmt
Administrative Expenses$63,073AdministrativeExpensesAmt
End Year Balance$67,498,186EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,428,433BeginningYearBalanceAmt
Contributions$364,975ContributionsAmt
Investment Earnings Or Losses$3,613,177InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,242,402GrantsOrScholarshipsAmt
Administrative Expenses$124,981AdministrativeExpensesAmt
End Year Balance$66,039,202EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.65970BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.16460PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17570TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$65,301OtherCostOrOtherBasisAmt
Depreciation$20,678DepreciationAmt
Book Value$44,623BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,737,540OtherCostOrOtherBasisAmt
Depreciation$2,650,087DepreciationAmt
Book Value$87,453BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,213,007OtherCostOrOtherBasisAmt
Depreciation$1,083,088DepreciationAmt
Book Value$129,919BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$261,995TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT - GLENMEDE$59,075,637F
INVESTMENT-THE KEYSTONE FUND$13,975,422F
POOLED INCOME FUND$0F
FieldValueIRS element (for citing)
Total Book Value Securities$73,051,059TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
FUNDS HELD FOR OTHERS$3,500,000
OPERATING RIGHT-OF-USE ASSET$2,408,812
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,908,812TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
FUNDS HELD FOR OTHERS$3,500,000
OPERATING LEASE LIABILITY$2,496,833
FieldValueIRS element (for citing)
Total Liability$5,996,833TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$28,407,509TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,905,014NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$493,192DonatedServicesAndUseFcltsAmt
Other Revenue-$3,265,170OtherRevenueAmt
Revenue Not Reported$5,133,036RevenueNotReportedAmt
Revenue Subtotal$23,274,473RevenueSubtotalAmt
Investment Expenses Not Incld$64,406InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$184,534OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$120,128RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$23,154,345TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$25,746,226TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$493,192DonatedServicesUseFcltsAmt
Other Expenses Included$184,534OtherExpensesIncludedAmt
Expenses Not Reported$677,726ExpensesNotReportedAmt
Expenses Subtotal$25,068,500ExpensesSubtotalAmt
Investment Expenses Not Incld2$64,407InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$3,255,918OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,320,325ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,388,825TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART IV, LINE 2B:IN 2021, UWGPSNJ ENTERED INTO A PUBLIC-PRIVATE PARTNERSHIP WITH THE CITY OF PHILADELPHIA TO FIGHT POVERTY. THE PHILADELPHIA POVERTY ACTION FUND ("PPAF"), ALSO KNOWN AS "THE PROMISE", WAS ESTABLISHED TO PROVIDE DIRECT PROGRAMS AND SERVICES THAT DEMONSTRABLY REDUCE POVERTY. PPAF IS FUNDED BY THE CITY AS WELL AS DONATIONS FROM PRIVATE DONORS. UWGPSNJ DOES NOT CONTROL PPAF. AS FISCAL AGENT, UWGPSNJ COLLECTED FUNDS ON BEHALF OF PPAF WHICH IS INCLUDED IN FUNDS HELD FOR OTHERS ON THE STATEMENT OF FINANCIAL POSITION. NO ACTIVITY RELATED TO PPAF HAS BEEN REPORTED ON THE FORM 990. PPAF FILES ITS OWN FORM 990, AS REQUIRED. AS OF JUNE 30, 2023, THERE ARE $0 FUNDS HELD BY UWGPSNJ.
SCHEDULE D, PART V, LINE 4:INTENDED USE FOR ENDOWMENT FUNDS: UNITED WAY MAINTAINS ENDOWMENT FUNDS WHICH CONSIST OF BOARD DESIGNATED QUASI-ENDOWMENT FUNDS, TEMPORARILY RESTRICTED FUNDS, AND PERMANENTLY RESTRICTED FUNDS. THE FUNDS ARE MANAGED BY GLENMEDE AND TIFF. UNITED WAY'S INTENDED USE OF THE ENDOWMENT IS TO PRESERVE THE FAIR VALUE OF THE PRINCIPAL PERPETUITY. INTEREST AND ACCUMULATED GAINS ARE USED TO PARTIALLY OFFSET OPERATING EXPENSES IN ACCORDANCE WITH UNITED WAY'S SPENDING POLICY. THIS AMOUNT IS GENERALLY CALCULATED AS APPROXIMATELY 5% OF THE FIVE YEAR AVERAGE MARKET VALUE OF FUNDS AS OF SEPTEMBER 30 OF EACH YEAR, EXCEPT WHERE DONOR RESTRICTIONS SPECIFY OTHERWISE.
SCHEDULE D, PART X, LINE 2:FIN 48 FOOTNOTE: FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, UWGPSNJ DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. UWGPSNJ INFORMATION RETURNS FOR THE PAST THREE YEARS ARE GENERALLY OPEN FOR EXAMINATION BY U.S. FEDERAL, STATE, AND LOCAL TAXING AUTHORITIES.
SCHEDULE D, PART XI, LINE 2D:AMOUNTS RAISED ON BEHALF OF OTHERS ($2,873,483) UNCOLLECTABLE PLEDGES ($880,864) PY COLLECTION LOSS ADJ $117,295 PY REVENUE ADJ $371,882 TOTAL ($3,265,170)
SCHEDULE D, PART XI, LINE 4B:FUNDRAISING EXPENSES ($184,534) TOTAL ($184,534)
SCHEDULE D, PART XII, LINE 2D:FUNDRAISING EXPENSES $184,534 TOTAL $184,534
SCHEDULE D, PART XII, LINE 4B:DONOR DESIGNATION $2,375,054 UNCOLLECTABLE PLEDGES $880,864 TOTAL $3,255,918

Schedule G IRS990ScheduleG

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonAmerica's CharitiesPersonNm
ActivityfundraisingActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1OPP. SUMMITEvent1Nm
Gross Receipts Event1$267,535GrossReceiptsEvent1Amt
Charitable Contri Event1$93,637CharitableContriEvent1Amt
Gross Revenue Event1$173,898GrossRevenueEvent1Amt
Rent Facility Costs Event1$48,875RentFacilityCostsEvent1Amt
Food And Beverage Event1$54,982FoodAndBeverageEvent1Amt
Entertainment Event1$3,500EntertainmentEvent1Amt
Other Direct Expenses Event1$77,177OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$267,535GrossReceiptsTotalAmt
Charitable Contributions Tot$93,637CharitableContributionsTotAmt
Gross Revenue Total Events$173,898GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$48,875RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$54,982FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,500EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$77,177OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$184,534DirectExpenseSummaryEventsAmt
Net Income Summary-$10,636NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (374 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
United Way of Southwestern Pennsylvania
1250 Penn Ave 1st FLrPittsburghPA15222251043578501(c)(3)$2,416,223Grant
Campaign For Working Families
1415 N Broad StPhiladelphiaPA19122475617041501(c)(3)$603,500Grant
Drexel University
1505 Race StPhiladelphiaPA19102231352630501(c)(3)$589,741Grant
Utility Emergency Services Fund
1608 Walnut StreetPhiladelphiaPA19103232227461501(c)(3)$576,000Grant
Clarifi
1635 Market StreetPhiladelphiaPA19103231671903501(c)(3)$397,500Grant
UpLift Solutions Inc
700 Delsea DriveWestvilleNJ80930943471934501(c)(3)$362,500Grant
Lakeside Youth Services
1350 Welsh RdNorth WalesPA19454236050758501(c)(3)$275,000Grant
Creative Health Services Inc
11 Robinson StreetPottstownPA19464231522060501(c)(3)$252,500Grant
ACLAMO
512 West Marshall StNorristownPA19401232059489501(c)(3)$202,500Grant
Maternity Care Coalition
2000 Hamilton StreetPhiladelphiaPA19130232200410501(c)(3)$202,500Grant
Big Brothers Big Sisters Independence Region
123 S Broad StreetPhiladelphiaPA19109231352034501(c)(3)$195,000Grant
Share Food Program Inc
2901 W Hntg Park AvePhiladelphiaPA19129232360819501(c)(3)$182,500Grant
Philabundance
3616 S Galloway StPhiladelphiaPA19148232290505501(c)(3)$167,500Grant
First Up
1608 Walnut St 300PhiladelphiaPA19103236438144501(c)(3)$162,500Grant
Benefits Data Trust
1500 Market StreetPhiladelphiaPA19102203455598501(c)(3)$157,500Grant
Beyond Literacy
211 North 13th StPhiladelphiaPA19107232791129501(c)(3)$151,690Grant
Southeast Asian Mutual Assistance Associations Coa
1711 S Broad StPhiladelphiaPA19148222541120501(c)(3)$151,690Grant
YWCA Tri-County Area
315 King StreetPottstownPA19464231360867501(c)(3)$147,500Grant
Urban Affairs Coalition
1207 Chestnut StreetPhiladelphiaPA19107237046393501(c)(3)$244,582Grant
RSVP Volunteers
901 East 8th AveKing of PrussiaPA19406232121691501(c)(3)$126,636Grant
Children First
990 Spring Garden StPhiladelphiaPA19123232137461501(c)(3)$112,500Grant
Urban League of Philadelphia Inc
1207 Chestnut StreetPhiladelphiaPA19107231429810501(c)(3)$112,500Grant
Hopeworks 'N Camden
543 State StCamdenNJ81020311660671501(c)(3)$110,000Grant
Free Library Of Philadelphia Foundation
1901 Vine St Dev OfcPhiladelphiaPA19103521173474501(c)(3)$107,500Grant
The Foundation for Delaware County
200 East State StreetMediaPA19063222540853501(c)(3)$107,500Grant
Community Legal Services Inc
1424 Chestnut StPhiladelphiaPA191022505231671562501(c)(3)$103,750Grant
Nonprofit Finance Fund
5 Hanover SquareNew YorkNY10004133238657501(c)(3)$100,000Grant
Why Not Prosper Inc
717 E Chelten AvePhiladelphiaPA19144233089308501(c)(3)$95,833Grant
Philadelphia AFL-CIO
22 S 22nd StreetPhiladelphiaPA19103231580308501(c)(3)$95,000Grant
Burlington County Community Action Program
718 Route 130 SouthBurlingtonNJ80160221804209501(c)(3)$92,500Grant
YMCA Philadelphia Freedom Valley
400 Fayette StreetConshohockenPA19428231243965501(c)(3)$88,750Grant
Dawn's Place
PO Box 48253PhiladelphiaPA19144260196507501(c)(3)$87,579Donor Designation
Philadelphia Lawyers for Social Equity
1501 Cherry StPhiladelphiaPA19102452980014501(c)(3)$87,500Grant
Resilient Coders
1 Broadway StCambridgeMA21420471882343501(c)(3)$87,500Grant
The Fellowship BMEC Inc
PO Box 7439PhiladelphiaPA19101810871452501(c)(3)$87,500Grant
Philabundance
3616 S Galloway StPhiladelphiaPA19148232290505501(c)(3)$85,040Donor Designation
Pathways Pa Inc
519 Station RdMediaPA19063232001837501(c)(3)$82,500Grant
Peirce College
1420 Pine StreetPhiladelphiaPA19102231627436501(c)(3)$82,500Grant
Philadelphia Youth Network
400 Market StreetPhiladelphiaPA19106232993155501(c)(3)$82,500Grant
National Energy Education Development Project
8408 Kao CircleManassasVA20110541646670501(c)(3)$82,450Grant
CORA Services
8540 Verree RoadPhiladelphiaPA19111232323488501(c)(3)$77,500Grant
Philadelphia OIC Inc
1231 North Broad StPhiladelphiaPA19122236296920501(c)(3)$75,000Grant
Penn Asian Senior Services Inc
6926 Old York RoadPhiladelphiaPA19126202643138501(c)(3)$74,500Grant
Children's Hospital Of Philadelphia
3401 Civic Ctr BlvdPhiladelphiaPA19104231352166501(c)(3)$73,900Donor Designation
One Accord Inc (Kids Alley)
PO Box 594AudubonNJ81060223636813501(c)(3)$72,500Grant
Urban Promise Minstries Inc
PO Box 1479CamdenNJ81050223229121501(c)(3)$72,500Grant
Catholic Charities Camden Diocese
1845 Haddon AvenueCamdenNJ81030223759994501(c)(3)$70,500Grant
Acenda Inc
42 Delsea Drive SouthGlassboroNJ80280237001477501(c)(3)$67,500Grant
After-School All-Stars Philadelphia and Camden
1501 Cherry StreetPhiladelphiaPA19102954441208501(c)(3)$67,500Grant
Congreso De Latinos Unidos Inc
216 W Somerset StPhiladelphiaPA19133232051143501(c)(3)$67,500Grant
Maternal And Child Health Consortium of Chester Co
30 West Barnard St 1West ChesterPA19382232775806501(c)(3)$67,500Grant
Boys & Girls Club Of Atlantic City Inc
317 North PA AveAtlantic CityNJ84010237253748501(c)(3)$62,500Grant
Boys & Girls Club Of Chester
201 East Seventh StChesterPA19013231490049501(c)(3)$61,500Grant
AVANZAR
927 N Main StPleasantvilleNJ082323118510244563501(c)(3)$60,500Grant
Catholic Charities AppealPhiladelphia
222 North 17th StPhiladelphiaPA19103231530528501(c)(3)$60,340Donor Designation
Kensington Corridor Trust
3400 J StreetPhiladelphiaPA19134842453611501(c)(3)$60,000Grant
Jewish Federation Of Greater Philadelphia
2100 Arch StreetPhiladelphiaPA19103231500085501(c)(3)$59,524Donor Designation
Abolitionist Law Center
PO Box 8654PittsburghPA15221462132412501(c)(3)$58,333Grant
Collective Climb
5541 Florence AvenuePhiladelphiaPA19143852073531501(c)(3)$58,333Grant
After School Activities Partnerships
1520 Locust StreetPhiladelphiaPA19102263639206501(c)(3)$57,500Grant
Baker Industries
184 Pennsylvania AvenueMalvernPA19355232560245501(c)(3)$57,500Grant
Boys and Girls Clubs Of Philadelphia Inc
1518 Walnut StreetPhiladelphiaPA19102231966756501(c)(3)$57,500Grant
Center for Family Services Inc
584 Benson StreetCamdenNJ81030223669704501(c)(3)$57,500Grant
Childrens Literacy Initiative
990 Spring Garden StPhiladelphiaPA19123232515768501(c)(3)$57,500Grant
Episcopal Community Services
225 South 3rd StreetPhiladelphiaPA19106231352290501(c)(3)$57,500Grant
Family Services Of Montgomery County
3125 Ridge PikeEaglevillePA19403231352361501(c)(3)$57,500Grant
Foundation For Pottstown Education
230 Beech StreetPottstownPA19464222630432501(c)(3)$57,500Grant
Legacy Treatment Services Foundation
1289 Route 38W Ste 203HainesportNJ08036210638161501(c)(3)$57,500Grant
Public Health Management Corporation
1500 Mkt St Ctr Sq EPhiladelphiaPA19102237221025501(c)(3)$57,500Grant
Sunrise of Philadelphia Inc
907 Cantrell StPhiladelphiaPA19148233043690501(c)(3)$57,500Grant
The Center For Aquatic Sciences Inc
1 Riverside DriveCamdenNJ81030521647018501(c)(3)$57,500Grant
The Work Group Inc
3720 Marlton PikePennsaukenNJ81100222718636501(c)(3)$57,500Grant
United Way of Broward County
1300 S Andrews AveFt LauderdaleFL33316590624402501(c)(3)$55,831Donor Designation
Planned ParenthoodSEPA
1144 Locust StPhiladelphiaPA191075740231352509501(c)(3)$53,854Donor Designation
Chester County Food Bank
650 Pennsylvania DrExtonPA19341270887311501(c)(3)$53,111Donor Designation
Community Foodbank Of New Jersey Southern Branch
6735 Blk Horse PkEgg Harbor TwpNJ08234222423882501(c)(3)$52,500Grant
KIPP Cooper Norcross Academy
525 Clinton StreetCamdenNJ81030455040456501(c)(3)$52,500Grant
University City District
3940-42 Chestnut StPhiladelphiaPA19104232913784501(c)(3)$52,500Grant
Keepers of the Common
2020 N Lincoln Park WChicagoIL60614821949598501(c)(3)$50,000Grant
MANNAMetro Area Neighborhood Nutrition Alliance
420 North 20th StPhiladelphiaPA19130232586142501(c)(3)$50,000Grant
Chester Eastside Ministries
301 East Ninth StreetChesterPA19013465439442501(c)(3)$49,500Grant
Cumberland County Habitat For Humanity
PO Box 189VinelandNJ83620222991562501(c)(3)$49,500Grant
Jersey Cape Diagnostic Training & Opportunity Cent
17th FloorPhiladelphiaPA19141232235948501(c)(3)$49,500Grant
McGuire Memorial Foundation
PO Box 1341Moon TownsPA15108251687137501(c)(3)$48,125Donor Designation
Big Brothers Big Sisters Of Atlantic & Cape May Co
450 Tilton RoadNorthfieldNJ08225020679846501(c)(3)$47,500Grant
Cluster Outreach Center
137 Walnut StreetPottstownPA19464231977722501(c)(3)$47,500Grant
Cumberland Empowerment Zone Corporation
745 Lebanon RdMillvilleNJ83320223697249501(c)(3)$47,500Grant
Hendricks House Group
542 N West BlvdVinelandNJ08360223161537501(c)(3)$47,500Grant
Manna On Main Street
606 E Main St Ste 1001LansdalePA19446232287252501(c)(3)$47,500Grant
The Health Federation of Philadelphia
123 S Broad StreetPhiladelphiaPA19109232244355501(c)(3)$47,500Grant
Legacy of Hope Inc
38 N Front StreetPhiladelphiaPA19106822951677501(c)(3)$46,250Grant
Philadelphia Association of Community Development
1315 Walnut St 1600PhiladelphiaPA19107232707112501(c)(3)$45,000Grant
JEVS Human Services
1845 Walnut StreetPhiladelphiaPA19103231352118501(c)(3)$42,500Grant
Sisters Returning Home
302 W Schoolhouse LnPhiladelphiaPA19144272213450501(c)(3)$42,500Grant
UliftU
1229 Chestnut StPhiladelphiaPA19107842172026501(c)(3)$42,500Grant
Women Against Abuse Inc
100 S Broad StPhiladelphiaPA19110231984838501(c)(3)$42,301Donor Designation
Delaware County Literacy Council
2217 Providence AvenueChesterPA19013237423599501(c)(3)$41,500Grant
Goodwill Industries Of Delaware & DE County Inc
300 East Lea BlvdWilmingtonDE19802510064311501(c)(3)$41,250Grant
Project HOME
1515 Fairmount AvePhiladelphiaPA19130232555950501(c)(3)$40,810Donor Designation
Abilities Solutions
1208 Delsea DriveWestvilleNJ80930221730510501(c)(3)$40,500Grant
Parkside Business and Community in Partnership In
1487 Kenwood AvenueCamdenNJ81030223242446501(c)(3)$40,500Grant
The Cathedral Kitchen
1514 Federal StCamdenNJ08105223114500501(c)(3)$40,500Grant
The Bridgespan Group Inc
2 Copley PlaceBostonMA21160311625487501(c)(3)$40,000Grant
Gateway Community Action Partnership
110 Cohansey StreetBridgetonNJ83020221942357501(c)(3)$38,500Grant
Arc Of Cumberland County
1680 West Sherman AveVinelandNJ83600221897069501(c)(3)$37,500Grant
Bancroft
1255 Caldwell RoadCherry HillNJ80340210672770501(c)(3)$37,500Grant
Boys And Girls Club Of Vineland
560 Crystal AvenueVinelandNJ08360223604451501(c)(3)$37,500Grant
Caring For Kids Inc
31 E Mechanic StCape May CHNJ08210223796155501(c)(3)$37,500Grant
Catholic Social Services
4400 North Reese StPhiladelphiaPA19140231352063501(c)(3)$76,985Grant
Chester Education Foundation
419 Ave of the StatesChesterPA19013232576096501(c)(3)$37,500Grant
Community Action Agency Of Delaware County Inc
1414 Meetinghouse RoadBoothwynPA19061232142644501(c)(3)$37,500Grant
District 1199C Training And Upgrading Fund
100 S Broad StPhiladelphiaPA19110237418594501(c)(3)$37,500Grant
Hispanic Family Center Of Southern NJ
35-47 S 29th StCamdenNJ81050222126370501(c)(3)$37,500Grant
Pennsylvania Horticultural Society
100 N 20th StPhiladelphiaPA19103231352265501(c)(3)$37,500Grant
Puentes De Salud
1700 South StreetPhiladelphiaPA19146261973303501(c)(3)$37,500Grant
The Parent-Child Home Program
163B Mineola BoulevardMineolaNY11501112495601501(c)(3)$37,500Grant
Women's Community Revitalization Project
407-411 Fairmnt AvePhiladelphiaPA19123222840188501(c)(3)$37,500Grant
United Way Of Greater Mercer County
3150 Brunswick PikeLawrencevilleNJ08648210683073501(c)(3)$37,172Donor Designation
Jewish Family And Children's Service of Southern N
1301 Springdale RdCherry HillNJ80030210634489501(c)(3)$35,944Grant
Salvation ArmyCamden Citadel Corps
440 W Nyack RdCamdenNJ81050135562351501(c)(3)$35,944Grant
Oaks Integrated Care
770 Woodlane RoadMt HollyNJ080603803237048397501(c)(3)$35,940Grant
United Way Of Chester County
495 Thomas Jones WayExtonPA19341232131877501(c)(3)$55,691Donor Designation
ALSACSt Jude Children's Research Hospital
4600 N Fairfax DrArlingtonVA22203351044585501(c)(3)$34,462Donor Designation
St Jude Childrens Research Hospital
332 N Lauderdale StMemphisTN381052729620646012501(c)(3)$34,084Donor Designation
Be Proud Foundation
600 N Jackson StMediaPA19063232712821501(c)(3)$32,500Grant
CEIBA Inc
174 W Diamond StPhiladelphiaPA19122232732783501(c)(3)$32,500Grant
Christian Caring Center Pemberton Inc
PO Box 385PembertonNJ80680222637999501(c)(3)$32,500Grant
City Year Philadelphia
211 North 13th StPhiladelphiaPA19107222882549501(c)(3)$32,500Grant
Court Appointed Special Advocates Of AtlanticCape
321 Shore RoadSomers PointNJ82440223348198501(c)(3)$32,500Grant
Covenant House New Jersey In Atlantic City
929 Atlantic AvenueAtlantic CityNJ84010133537710501(c)(3)$32,500Grant
Cumberland Cape Atlantic YMCA of New Jersey
1159 E Landis AveVinelandNJ83600210635053501(c)(3)$32,500Grant
KleinLife
10100 Jamison AvenuePhiladelphiaPA19116270840848501(c)(3)$32,500Grant
LUCY Outreach
3201 Federal StCamdenNJ08105812146198501(c)(3)$32,500Grant
Nationalities Service Center Of Philadelphia
1216 Arch StreetPhiladelphiaPA19107231352336501(c)(3)$32,500Grant
OIC of America Inc
1415 N Broad StPhiladelphiaPA19122237109952501(c)(3)$32,500Grant
Philadelphia Chinatown Development Corporation
301 North 9th StPhiladelphiaPA19107237439723501(c)(3)$32,500Grant
Settlement Music School
416 Queen StreetPhiladelphiaPA19147231352676501(c)(3)$32,500Grant
Tech Impact
417 N 8th StreetPhiladelphiaPA19123743062511501(c)(3)$32,500Grant
Veterans Multi-Service Center
213-217 N 4th StPhiladelphiaPA19106232764079501(c)(3)$32,500Grant
VNA - Community Services Inc
1421 Highland AveAbingtonPA190012685232363504501(c)(3)$32,500Grant
Jewish Family ServiceAtlantic And Cape May Counti
607 N Jerome AveMargateNJ08401222119902501(c)(3)$31,722Grant
Bryn Mawr Rehabilitation Hospital
PO Box 3007MalvernPA19355232507348501(c)(3)$30,870Donor Designation
United Way Of New York City
205 East 42nd StNew YorkNY10017132617681501(c)(3)$30,857Donor Designation
Carnegie Mellon University
5000 Forbes AvenuePittsburghPA15213250969449501(c)(3)$30,625Donor Designation
NCH Healthcare Systems Inc
350 7th Street NorthNaplesFL34102592568003501(c)(3)$30,625Donor Designation
Support Center For Child Advocates
1617 JFK BoulevardPhiladelphiaPA19103232048664501(c)(3)$30,202Donor Designation
Greater Philadelphia Hispanic Chamber Of Commerce
1520 Locust StreetPhiladelphiaPA19102232738812501(c)(3)$30,000Grant
Main Line Chamber Of Commerce
175 Strafford AvenueWaynePA19087230365255501(c)(3)$30,000Grant
Technology Learning Collaborative
2101 East York StPhiladelphiaPA19125863540858501(c)(3)$30,000Grant
United Way of Greater Houston
50 Waugh DriveHoustonTX77007741167964501(c)(3)$29,859Donor Designation
American Red Cross Southeastern Pennsylvania
2221 Chestnut StPhiladelphiaPA19103530196605501(c)(3)$28,853Donor Designation
Urban Promise Minstries Inc
PO Box 1479CamdenNJ81050020650756501(c)(3)$27,578Donor Designation
ACHIEVEability
21 S 61st StreetPhiladelphiaPA19139232215980501(c)(3)$27,500Grant
Action Wellness Inc
1216 Arch StreetPhiladelphiaPA19107232446355501(c)(3)$27,500Grant
Better Tomorrows
2 Cooper StreetCamdenNJ08101453199958501(c)(3)$27,500Grant
Boy Scouts Of America Cradle Of Liberty Council
1485 Valley Forge RoadWaynePA190871346231352052501(c)(3)$27,500Grant
CASA Youth Advocates Inc
PO Box 407MediaPA19063231901080501(c)(3)$27,500Grant
Center In The Park
5818 Germantown AvePhiladelphiaPA19144231919016501(c)(3)$27,500Grant
Diversified Community Services-Western Learning Ct
1529 S 22nd StreetPhiladelphiaPA19146231365980501(c)(3)$27,500Grant
Educating Communities For Parenting
919 Walnut StreetPhiladelphiaPA19107232344278501(c)(3)$27,500Grant
Greater Philadelphia Coalition Against Hunger
123 Chestnut StPhiladelphiaPA19106262727680501(c)(3)$27,500Grant
HIAS Pennsylvania
2100 Arch StreetPhiladelphiaPA19103231405597501(c)(3)$27,500Grant
Multicultural Community Family Services
7016 Terminal SqUpper DarbyPA19082450523976501(c)(3)$27,500Grant
National Nursing Centers Consortium
1500 Mkt St Ctr Sq EPhiladelphiaPA19102010560081501(c)(3)$27,500Grant
People's Emergency Center
325 N 39th StreetPhiladelphiaPA19104232017882501(c)(3)$27,500Grant
Project HOME
1515 Fairmount AvePhiladelphiaPA19130232555950501(c)(3)$27,500Grant
Providence Center
2557 N 5th StreetPhiladelphiaPA19133232901291501(c)(3)$27,500Grant
Public Interest Law Center
1500 JFK BlvdPhiladelphiaPA19102231923398501(c)(3)$27,500Grant
Rock to the Future
PO Box 29324PhiladelphiaPA19125272497163501(c)(3)$27,500Grant
South Jersey Legal Services Inc
745 Market StreetCamdenNJ81020221843254501(c)(3)$27,500Grant
Supportive Older Women's Network
4100 Main StreetPhiladelphiaPA19127222629856501(c)(3)$27,500Grant
Women's Opportunities Resource Center
2010 Chestnut StPhiladelphiaPA19103232741508501(c)(3)$27,500Grant
Youth Service Inc
410 N 34th StreetPhiladelphiaPA191042453231365076501(c)(3)$27,500Grant
YouthBuild Philadelphia Charter School
1231 N Broad StPhiladelphiaPA19122232728467501(c)(3)$27,500Grant
Samaritan Healthcare & Hospice
5 Eves Drive Suite 300MarltonNJ08053222344036501(c)(3)$27,222Donor Designation
TRUSTEES OF THE UNIV OF PENNA
3535 Market StreetphiladelphiaPA19104231352685501(c)(3)$102,567Donor Designation
Community Legal Services Inc
1424 Chestnut StPhiladelphiaPA19102231671562501(c)(3)$26,380Donor Designation
The First Tee Of Greater Philadelphia
800 Walnut LanePhiladelphiaPA19128232088969501(c)(3)$25,969Donor Designation
Alex's Lemonade Stand
111 Pres BlvdBala CynwydPA19004562496146501(c)(3)$25,802Donor Designation
Boys & Girls Club Of Chester
201 East 7th StreetChesterPA19013231490049501(c)(3)$25,527Donor Designation
United Way Of The Capital Region PA
2235 Millenium WayEnolaPA17025231352095501(c)(3)$25,315Donor Designation
WHYY Inc
150 North 6th StreetPhiladelphiaPA19106231438083501(c)(3)$25,101Donor Designation
Beaver Cemetery & Mausoleum
351 Buffalo StreetBeaverPA15009250345330501(c)(3)$24,500Donor Designation
Share Food Program Inc
2901 W Htng Pk AvePhiladelphiaPA19129232360819501(c)(3)$24,106Donor Designation
United Way of the Columbia-Willamette
PO Box 4406PortlandOR97208930582124501(c)(3)$23,963Donor Designation
Women's Way
123 S Broad StPhiladelphiaPA191091029231989161501(c)(3)$23,397Donor Designation
Children's Crisis Treatment Center
1080 N Delaware AvePhiladelphiaPA19125232065617501(c)(3)$23,247Donor Designation
Philadelphia Futures
215 South Broad StPhiladelphiaPA19107231365983501(c)(3)$22,879Donor Designation
United Way Of Delaware Inc
625 N Orange StWilmingtonDE198012250510073399501(c)(3)$22,804Donor Designation
Nationalities Service Center Of Philadelphia
1216 Arch StPhiladelphiaPA19107231352336501(c)(3)$22,747Donor Designation
Mile High United Way Inc
711 Park Avenue WestDenverCO802052891840404235501(c)(3)$22,587Donor Designation
Alzheimer's Association
399 Market StPhiladelphiaPA19106232280056501(c)(3)$21,324Donor Designation
Fox Chase Cancer Center
7701 Burholme AvenuePhiladelphiaPA19111232003072501(c)(3)$20,352Donor Designation
Public Interest Law Center
1500 JFK BlvdPhiladelphiaPA19102231923398501(c)(3)$20,136Donor Designation
African American Chamber of Commerce
1617 JFK BoulevardPhiladelphiaPA19103232740204501(c)(3)$20,000Grant
Asian American Chamber of Commerce of Gr Phila AAC
320 W Oregon AvePhiladelphiaPA19148455277305501(c)(3)$20,000Grant
Bryn Mawr CollegeNELI
300 Airdale RoadBryn MawrPA19010231352621501(c)(3)$20,000Grant
Independence Business Alliance
230 S Broad StreetPhiladelphiaPA19102843647482501(c)(3)$20,000Grant
The Salvation Army Of Greater Philadelphia
4050Conshohocken AvePhiladelphiaPA19131132923701501(c)(3)$19,194Donor Designation
United Way of Southwestern Pennsylvania
PO Box 735PittsburghPA152300735251043578501(c)(3)$19,172Donor Designation
United Way Services
1331 Euclid AvenueClevelandOH441151854346516654501(c)(3)$19,170Donor Designation
Multiple SclerosisGreater Delaware Valley
30 South 17th StPhiladelphiaPA19103231401535501(c)(3)$18,928Donor Designation
Committee Of Seventy
123 South Broad StPhiladelphiaPA19109230487205501(c)(3)$18,919Donor Designation
Wounded Warrior Project
4899 Belfort RoadJacksonvilleFL32256202370934501(c)(3)$18,195Donor Designation
Puentes De Salud
1700 South StreetPhiladelphiaPA19146261973303501(c)(3)$18,190Donor Designation
Penn Medicine Hospice
150 Monument RoadBala CynwydPA19004232152662501(c)(3)$17,741Donor Designation
Cape Assist
3819 New Jersey AvenueWildwoodNJ82600222413312501(c)(3)$17,500Grant
The Bridge Program
1499 Vesper BlvdCamdenNJ08103131919799501(c)(3)$17,500Donor Designation
Big Brothers Big Sisters Independence Region
123 South Broad StPhiladelphiaPA19109231352034501(c)(3)$17,177Donor Designation
United Way Of Bucks County
413 Hood BlvdFairless HillsPA190302999231409706501(c)(3)$16,898Donor Designation
Broad Street Ministry
315 South Broad StPhiladelphiaPA19107202760310501(c)(3)$16,269Donor Designation
1st Lt Travis L Manion USMC
PO Box 1485DoylestownPA18901412237951501(c)(3)$15,532Donor Designation
Ed Snider Youth Hockey Foundation
3601 South Broad StPhiladelphiaPA19148202885113501(c)(3)$15,358Donor Designation
Boy Scouts Of America Cradle Of Liberty Council
1485 Valley Forge RdWaynePA19087231352052501(c)(3)$15,348Donor Designation
United Way Of Snohomish County
3120 Mcdougall AveEverettWA98201910606507501(c)(3)$15,166Donor Designation
Ronald Mcdonald House Of Southern New Jersey
550 Mickle BoulevardCamdenNJ08103222430393501(c)(3)$15,067Donor Designation
Center for Independent Documentary
1300 Soldiers Field RdBostonMA02135042738458501(c)(3)$15,000Grant
Girls Inc Of Greater Philadelphia And Southern NJ
1501 Cherry StreetPhiladelphiaPA19102231607172501(c)(3)$15,000Grant
Alfred I Dupont Hospital For Children Nemours Par
1600 Rockland RoadWilmingtonDE19803222637953501(c)(3)$14,830Donor Designation
MANNAMetro Area Neighborhood Nutrition Alliance
420 North 20th StPhiladelphiaPA19130232586142501(c)(3)$14,669Donor Designation
American Heart Association Southeastern Pennsylva
1617 JFK BlvdPhiladelphiaPA19103135613797501(c)(3)$14,313Donor Designation
Habitat For Humanity Philadelphia
1829 North 19th StPhiladelphiaPA19121421580163501(c)(3)$13,966Donor Designation
United Way for Greater Austin
2000 E MLK Jr BlvdAustinTX78702741193439501(c)(3)$13,898Donor Designation
Catholic Social Services of the Archdiocese of Phi
222 North 17th StPhiladelphiaPA19103231352063501(c)(3)$13,852Donor Designation
Community Partnership SchoolAfterschool Program
1936 N Judson StPhiladelphiaPA19121203195763501(c)(3)$13,813Donor Designation
United Way Of The National Capital Area
1577 Spring Hill RdViennaVA22182530234290501(c)(3)$13,679Donor Designation
The Susan G Komen Breast Cancer Foundation
5005 LBJ Freeway 370DallasTX75244751835298501(c)(3)$13,557Donor Designation
United Way of the Greater Triangle Inc
800 Park Offices DrDurhamNC27709561949103501(c)(3)$13,496Donor Designation
Ministry Of Caring
115 East 14th StreetWilmingtonDE19801510209843501(c)(3)$13,362Donor Designation
United Way Of Central Indiana
2955 N Meridian StIndianapolisIN46208351007590501(c)(3)$13,280Donor Designation
United Way Of Metropolitan Chicago
333 S Wabash AveChicagoIL60604300200478501(c)(3)$13,231Donor Designation
Leukemia & Lymphoma Society Eastern Pennsylvania
100 N 20 StreetPhiladelphiaPA19103135644916501(c)(3)$13,145Donor Designation
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106341018992501(c)(3)$13,125Donor Designation
Urban League of Philadelphia Inc
121 South Broad StPhiladelphiaPA19107231429810501(c)(3)$12,942Donor Designation
United Way Of Kankakee IL
PO Box 2248KankakeeIL60901362188452501(c)(3)$12,861Donor Designation
Wistar Institute (The)
3601 Spruce StPhiladelphiaPA191044268236434390501(c)(3)$12,767Donor Designation
Doctors Without Borders USAMedecins Sans Frontier
PO Box 5030HagerstownMD21741133433452501(c)(3)$12,753Donor Designation
The Gesu School Inc
1700 W Thompson StPhiladelphiaPA19121232728931501(c)(3)$12,653Donor Designation
Animal Welfare Association Inc
509 Centennial BlvdVoorheesNJ08043221752792501(c)(3)$12,637Donor Designation
YoungstownMahoning Valley United Way
255 Watt StreetYoungstownOH445053049340714598501(c)(3)$12,627Donor Designation
The Parkinson Council Inc
12W Willow Grove AvePhiladelphiaPA19118911803234501(c)(3)$12,381Donor Designation
United Way Of San Diego County
4699 Murphy Canyon RoadSan DiegoCA92123951319015501(c)(3)$12,371Donor Designation
Laurel House Inc
PO Box 764NorristownPA194040764232172743501(c)(3)$12,239Donor Designation
Inland Southern California United Way
6215River Crest DrRiversideCA925070703951742174501(c)(3)$12,005Donor Designation
The Starfinder Foundation
4015 Main StreetPhiladelphiaPA19127043649918501(c)(3)$11,995Donor Designation
United Way Of Tarrant County
PO Box 4448Fort WorthTX761640448750858360501(c)(3)$11,857Donor Designation
Food Bank of South Jersey
1501 John Tipton BlvdPennsaukenNJ08110222623089501(c)(3)$11,800Donor Designation
Settlement Music School
PO Box 63966PhiladelphiaPA19147231352676501(c)(3)$11,719Donor Designation
Episcopal Community Services
225 South 3rd StPhiladelphiaPA19106231352290501(c)(3)$11,563Donor Designation
Mission For Educating Children With Autism
100 E Lancaster AveDowningtownPA19335232906372501(c)(3)$11,458Donor Designation
Philadelphia VIP (Volunteers For The Indigent Prog
1500 Walnut StreetPhiladelphiaPA19102232210390501(c)(3)$11,357Donor Designation
Philadelphia Legal Assistance
42 South 15th StPhiladelphiaPA19102232823744501(c)(3)$11,101Donor Designation
Shriners Hospital For Children
3551 N Broad StPhiladelphiaPA191404105362193608501(c)(3)$10,856Donor Designation
Endow-A-Home
4700 Wissahickon AvePhiladelphiaPA19144231727133501(c)(3)$10,500Donor Designation
United Way Of Greater Richmond & Petersburg
PO Box 11807RichmondVA23230237375346501(c)(3)$10,426Donor Designation
Richard J Caron Foundation
PO Box 150WernersvillePA195650150236050680501(c)(3)$10,391Donor Designation
Trinity Cooperative Day Nursery
301 N Chester RoadSwarthmorePA19081237306367501(c)(3)$10,192Donor Designation
United Way Of Allen County IN
334 East Berry StreetFort WayneIN46802350867932501(c)(3)$9,954Donor Designation
Boys and Girls Clubs Of Philadelphia Inc
1518 Walnut StreetPhiladelphiaPA19102231966756501(c)(3)$9,900Donor Designation
Philadelphia Ronald McDonald House
3921-3925Chestnut StPhiladelphiaPA19104237377505501(c)(3)$9,717Donor Designation
Women's Law Project
125 S 9th StreetPhiladelphiaPA19107237354667501(c)(3)$9,691Donor Designation
ACHIEVEability
35 North 60th StPhiladelphiaPA19139232215980501(c)(3)$9,671Donor Designation
ALS AssnGreater Phila Chapter
321 Norristown RoadAmblerPA19002232387205501(c)(3)$9,652Donor Designation
Stephen Siller Tunnel to Towers Foundation
2361 Hylan BlvdStaten IslandNY10306020554654501(c)(3)$9,574Donor Designation
St Ignatius Nursing Home
4401 Haverford AvePhiladelphiaPA19104251217875501(c)(3)$9,425Donor Designation
Beyond Literacy
211 North 13th StPhiladelphiaPA19107237043544501(c)(3)$9,166Donor Designation
JFCS
2100 Arch StreetPhiladelphiaPA19103231352026501(c)(3)$9,110Donor Designation
Philly Cure HD
2815 Edge Hill RdHuntingdon VleyPA19006275014643501(c)(3)$9,027Donor Designation
Congreso De Latinos Unidos Inc
216 W Somerest StPhiladelphiaPA19133232051143501(c)(3)$8,945Donor Designation
Pennsylvania Prison Society
230 South Broad StPhiladelphiaPA19102231352267501(c)(3)$8,875Donor Designation
CANDID
237 W Lancaster AveDevonPA19333131837418501(c)(3)$23,750Donor Designation
CB Community Schools
4101 Freeland AvenuePhiladelphiaPA19128473573157501(c)(3)$8,750Donor Designation
Generations On Line
1017 Clinton StPhiladelphiaPA19107311672565501(c)(3)$8,750Donor Designation
Nativity of Our Lord
625 West Street RdWarminsterPA18974231360839501(c)(3)$8,750Donor Designation
Maternity Care Coalition
2000 Hamilton StPhiladelphiaPA19130232200410501(c)(3)$8,744Donor Designation
Lutheran Settlement House
1340 Frankford AvePhiladelphiaPA19125231352365501(c)(3)$8,716Donor Designation
American Civil Liberties Fdn of PA
PO Box 60173PhiladelphiaPA19102231742013501(c)(3)$8,652Donor Designation
United Way Of Forsyth County Inc
301 North Main StWinstonSalemNC27101237357234501(c)(3)$8,484Donor Designation
The Cathedral Kitchen
1514 Federal StreetCamdenNJ08105223114500501(c)(3)$8,478Donor Designation
Cystic Fibrosis Foundation
2004 Sproul Road 208BroomallPA19008231518199501(c)(3)$8,439Donor Designation
Cristo Rey Philadelphia High School
5218 North Broad StPhiladelphiaPA19141273106321501(c)(3)$8,393Donor Designation
Clarifi
1635 Market StreetPhiladelphiaPA19103134148824501(c)(3)$8,240Donor Designation
The Clay Studio
137-139 N 2nd StPhiladelphiaPA19106237380408501(c)(3)$8,172Donor Designation
PARCA Inc
503 Sandy Bank RoadMediaPA19063812835262501(c)(3)$8,130Donor Designation
Holy Family HomeLittle Sisters of the Poor
5300Chester AvePhiladelphiaPA191434993231552179501(c)(3)$8,120Donor Designation
Pennsylvania Hospital
800 Spruce StPhiladelphiaPA191079956311538725501(c)(3)$8,001Donor Designation
United Way Of Lancaster County
630 Janet AvenueLancasterPA17601231352093501(c)(3)$7,999Donor Designation
Chosen 300 Ministries
PO Box 95ArdmorePA19003232858946501(c)(3)$7,861Donor Designation
For Pete's Sake Cancer Respite
620 W Germantown PkPlymouth MtngPA19462233013896501(c)(3)$7,687Donor Designation
Camden County Animal Shelter
125 County House RoadBlackwoodNJ08012200549531501(c)(3)$7,612Donor Designation
United Way of Ashtabula County
3705 State Road 203AshtabulaOH44004340846640501(c)(3)$7,549Donor Designation
Bethesda Project
1630 South StreetPhiladelphiaPA19146232209338501(c)(3)$7,511Donor Designation
American Cancer Society
480 Morristown RoadBlue BellPA19422131788491501(c)(3)$21,894Donor Designation
United Way Of West Ellis County
PO Box 1025MidlothianTX76065756002917501(c)(3)$7,459Donor Designation
Pennsylvania SPCA
350 East Erie AvenuePhiladelphiaPA19134231352269501(c)(3)$7,453Donor Designation
V Foundation for Cancer Research
106 Towerview CourtCaryNC27513133705951501(c)(3)$7,452Donor Designation
International Spy Museum
800 F Street NWWashingtonDC20004461479450501(c)(3)$7,438Donor Designation
United Way Of Bergen County
6 Forest Avenue 2nd FloorParamusNJ07652226028959501(c)(3)$7,418Donor Designation
Muscular Dystrophy Association
600 Reed Road 104BroomallPA19008131665552501(c)(3)$7,391Donor Designation
Epilepsy Foundation of Eastern
919 Walnut StreetPhiladelphiaPA19107231882279501(c)(3)$7,336Donor Designation
Friends of Foundation Academy
363 West State StreetTrentonNJ08618272091277501(c)(3)$7,298Donor Designation
The Chester Fund for Education and the Arts
1500 Highland AvenueChesterPA19013203297449501(c)(3)$7,276Donor Designation
Canine Partners For Life
PO Box 170CochranvillePA193300170232580658501(c)(3)$7,229Donor Designation
PAL Philadelphia
3068 Belgrade StreetPhiladelphiaPA19134231507837501(c)(3)$7,210Donor Designation
Springside Chestnut Hill Academy
500 W Willow Grv AvePhiladelphiaPA19118231352625501(c)(3)$7,144Donor Designation
United Way of Lake County Inc
9285 Progress ParkwayMentorOH04406362167949501(c)(3)$7,122Donor Designation
Free Library Of Philadelphia Foundation
1901 Vine StPhiladelphiaPA191031189521173474501(c)(3)$7,080Donor Designation
United Way of Berks County
501 Washington StReadingPA196030302231655375501(c)(3)$7,075Donor Designation
Face To Face
109 E Price StPhiladelphiaPA19144232862064501(c)(3)$7,008Donor Designation
North Penn Valley Boys & Girls Club
115 Washington AvenueSoudertonPA18964237164617501(c)(3)$6,921Donor Designation
Thomas Jefferson University Hospital
111 S 11th StPhiladelphiaPA191075127231352651501(c)(3)$6,911Donor Designation
Gloucester Catholic Junior Senior High School
333 Ridgway StGloucester CityNJ08030210634498501(c)(3)$39,080Donor Designation
Horizon Greater Philadelphia
303 W Lancaster AveWaynePA19087842019675501(c)(3)$6,866Donor Designation
Animal Care & Control Team of
111 W Htng Prk AvePhiladelphiaPA19140453985637501(c)(3)$6,841Donor Designation
Women's Center of Montgomery County
8080 Old York RoadElkins ParkPA19027232000206501(c)(3)$6,814Donor Designation
Mount Saint Joseph Academy
120 W Wissahickon AveFlourtownPA19031231352663501(c)(3)$6,790Donor Designation
Philadelphia Mural Arts Advocates Inc
1729 Mount Vernon StPhiladelphiaPA19130232876470501(c)(3)$6,709Donor Designation
United Way Of Central Ohio
360 South 3rd StreetColumbusOH43215314393712501(c)(3)$6,675Donor Designation
United Way Of Greater Kansas City
801 West 47th StKansas CityMO641121377440546272501(c)(3)$6,601Donor Designation
Norwood-Fontbonne Academy - Pre-K
8891 Germantown AvePhiladelphiaPA19118530196617501(c)(3)$6,563Donor Designation
Leadership Philadelphia
123 S Broad StPhiladelphiaPA191091025237293528501(c)(3)$6,483Donor Designation
Drexel Neumann Academy
1901 Potter StreetChesterPA19013208083164501(c)(3)$6,469Donor Designation
United Negro College Fund
211 N 13th StPhiladelphiaPA19107131624241501(c)(3)$6,369Donor Designation
Autism Society Of America
1036 Nash AvenueLansdalePA19446521020149501(c)(3)$6,336Donor Designation
Schreiber Pediatric Rehab Center
625 Community WayLancasterPA17603231365369501(c)(3)$6,332Donor Designation
Chester County Council Boys Scouts Of America
504 S Concord RdWest ChesterPA19382231365192501(c)(3)$6,276Donor Designation
Philadelphia Bar Education Foundation
1101 Market StPhiladelphiaPA191072935231660797501(c)(3)$6,243Donor Designation
100 Plus Animal Rescue
300E Oakland Prk BlvdOakland PrkFL33334455195419501(c)(3)$6,231Donor Designation
Pennsylvania Innocence Project
1515 Market StPhiladelphiaPA19102263176893501(c)(3)$6,230Donor Designation
The Center Grieving Children
3300 Henry AvenuePhiladelphiaPA19129233026275501(c)(3)$6,158Donor Designation
Willistown Conservation Trust
925 Providence RdNewtown SquarePA19073232841453501(c)(3)$6,157Donor Designation
Legacy Treatment Services Foundation
1289 Route 38 WestHainesportNJ08036210692393501(c)(3)$6,137Donor Designation
Ceasefire PA Education Fund
1518 Walnut StPhiladelphiaPA19102710884697501(c)(3)$6,073Donor Designation
Rebuilding Together Philadelphia
4355 Orchard StreetPhiladelphiaPA19124232549594501(c)(3)$6,050Donor Designation
United Way Of Mercer County
493 S Hermitage RoadHermitagePA16148251039297501(c)(3)$5,983Donor Designation
Camilla Hall Nursing Home
100 Maxis DriveMalvernPA19345240795454501(c)(3)$5,975Donor Designation
HIAS Pennsylvania
2100 Arch StreetPhiladelphiaPA19103231405597501(c)(3)$5,937Donor Designation
Eluna
1617 JFK BoulevardPhiladelphiaPA19103912065051501(c)(3)$5,916Donor Designation
Unite for HER
PO Box 351PocopsonPA19366264444438501(c)(3)$5,869Donor Designation
Adopt A Pig
41 Lyons Run RoadGlenmoorePA19343261098565501(c)(3)$5,784Donor Designation
Autism Speaks
1 East 33rd StreetNew YorkNY10016202329938501(c)(3)$5,766Donor Designation
Aston Township Fire Department
PO Box 2172AstonPA19014232189238501(c)(3)$5,741Donor Designation
The Children's Hospital Foundation
PO Box 781352PhiladelphiaPA191781352232237932501(c)(3)$5,689Donor Designation
American Soc for the Prevent of Cruelty to Animal
424 East 92nd StreetNew YorkNY10128131623829501(c)(3)$13,948Donor Designation
West Chester Food Cupboard
431 South Bolmar StWest ChesterPA19382461420690501(c)(3)$5,632Donor Designation
United Way California Capital Region
10389Old Placrville RdSacramentoCA95827941225382501(c)(3)$5,611Donor Designation
Mighty Writers
1501 Christian StPhiladelphiaPA19146010920922501(c)(3)$5,582Donor Designation
Delaware County Literacy Council
2217 Providence AveChesterPA19013237423599501(c)(3)$5,546Donor Designation
Domestic Abuse Project Of Delaware County Inc
14 West Second StreetMediaPA19063232053144501(c)(3)$5,545Donor Designation
Habitat For Humanity Of Bucks County
31 Oak Avenue Suite 100ChalfontPA18914232607106501(c)(3)$5,512Donor Designation
United Way Of Metropolitan Dallas
1800 North LamarDallasTX75202756005352501(c)(3)$5,476Donor Designation
A Better ChanceLower Merion
PO Box 213ArdmorePA19003231917466501(c)(3)$5,468Donor Designation
Pathways Pa Inc
1300 E MacDade BoulevardFolsomPA19033232001837501(c)(3)$5,457Donor Designation
Animal Shelter - Burlington Co
35 Academy RdWestamptonNJ08060454598820501(c)(3)$5,445Donor Designation
Natural Lands Trust
1031 Palmers Mill RoadMediaPA19063236272818501(c)(3)$5,439Donor Designation
Taller Puertorriqueno
2600 North 5th StPhiladelphiaPA19133231946165501(c)(3)$5,422Donor Designation
United Way Of Northwest Georgia
PO Box 566DaltonGA30722580905881501(c)(3)$5,397Donor Designation
Pennsylvania Wounded Warriors Inc
1117 Country Club RoadCamp HillPA17011743225326501(c)(3)$5,355Donor Designation
Interfaith Hospitality NetworkMain Line
1449 Dekalb StreetNorristownPA19401232664739501(c)(3)$5,336Donor Designation
Education Law Center - PA
1800 JFK BoulevardPhiladelphiaPA19103232581102501(c)(3)$5,296Donor Designation
The Marfan Foundation
22 Manhasset AvePort WashingtonNY11050521265361501(c)(3)$5,250Donor Designation
Center for Family Services Inc
584 Benson StreetCamdenNJ08103223669704501(c)(3)$5,187Donor Designation
United Way of Central Carolinas Inc
PO Box 890685CharlotteNC28289560529948501(c)(3)$5,127Donor Designation
United Way Of Southeastern Michigan
660 Woodward AveDetroitMI48226203099071501(c)(3)$5,104Donor Designation
Cityteam Ministries
634 Sproul StreetChesterPA19013941501265501(c)(3)$5,095Donor Designation
Whosoever Gospel Mission & Rescue Home
P O Box 48308PhiladelphiaPA19144231352579501(c)(3)$5,081Donor Designation
Planned Parenthood Federation Of America
123 William StreetNew YorkNY10038131644147501(c)(3)$5,079Donor Designation
United Way Of The Plains
245 N Water StreetWichitaKS672022090480547688501(c)(3)$5,060Donor Designation
JDRF INTERNATIONAL
1415 Route 70 EastCherry HillNJ08034231907729501(c)(3)$11,550Donor Designation
Manna On Main Street
606 East Main StLansdalePA19446232287252501(c)(3)$5,046Donor Designation
Back On My Feet
100 S Broad StPhiladelphiaPA19110262109809501(c)(3)$5,030Donor Designation
City Year Philadelphia
211 North 13th StPhiladelphiaPA19107222882549501(c)(3)$5,028Donor Designation
Brandywine Ballet Company
Howard Bus Prk 317W ChesterPA19382232112492501(c)(3)$5,025Donor Designation
YMCA Philadelphia Freedom Valley
400 Fayette StreetConshohockenPA19428231243965501(c)(3)$5,021Donor Designation
FieldValueIRS element (for citing)
Total501c3 Org374Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: AGENCIES RECEIVING GENERAL OPERATING SUPPORT GRANTS ARE MONITORED VIA THE FOLLOWING: 1) AGENCIES MUST SUBMIT AN APPLICATION THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING; 2) AGENCIES MUST SUBMIT AT LEAST SEMI-ANNUAL OUTCOMES REPORTS WHICH ARE REVIEWED AND EVALUATED BY UNITED WAY STAFF; 3) AGENCIES MUST SUBMIT ANNUAL AUDITS WHICH ARE REVIEWED BY CPAS AS WELL AS BY UNITED WAY STAFF; 4) AGENCIES MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT STATUS AND ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. AGENCIES RECEIVING FUNDING THROUGH TARGETED INVESTMENT GRANTS FOR SPECIFIC PURPOSES ARE MONITORED VIA THE FOLLOWING METHODS: 1) AGENCIES MUST SUBMIT PROJECT APPLICATIONS OUTLINING THE SCOPE OF THE PROJECT AND THE DELIVERABLE; 2) AGENCIES MUST SUBMIT OUTCOMES REPORTS WHICH ARE REVIEWED BY UNITED WAY STAFF; 3) AGENCIES MUST CERTIFY THAT THEY ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. AGENCIES RECEIVING FUNDING PASSED THROUGH VIA RESTRICTED GRANTS MUST SUBMIT NARRATIVE REPORTS DETAILING OUTCOMES RELATED TO THE GRANTS AS WELL AS FINANCIAL REPORTS DETAILING THE SPENDING. AGENCIES ELIGIBLE FOR DESIGNATIONS THROUGH UNITED WAY'S DONOR CHOICE PROGRAM MUST UNDERGO SCREENING PRIOR TO RECEIVING FUNDING. THEY MUST CERTIFY THAT THEY HAVE RECEIVED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT STATUS AND ARE IN COMPLIANCE WITH THE USA PATRIOT ACT. PLEASE NOTE THAT THE DIFFERENCE BETWEEN THE TOTAL AMOUNT DETAILED ON THIS SCHEDULE AND "GRANTS AND OTHER ASSISTANCE" IN FORM 990, PART IX IS PRIMARILY DUE TO THE FACT THAT THIS SCHEDULE INCLUDES ALL CASH PAYMENTS MADE TO THE ORGANIZATIONS IN EXCESS OF $5,000 DURING THE FISCAL YEAR. THE AMOUNT SHOWN IN "GRANTS AND OTHER ASSISTANCE" IS ON THE ACCRUAL BASIS OF ACCOUNTING. ADDITIONALLY, PAYMENTS SHOWN ON SCHEDULE I INCLUDE AMOUNTS PAID TO AGENCIES AS A RESULT OF CONTRIBUTIONS PROCESSED ON BEHALF OF OTHER UNITED WAYS. UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY PROCESSES SOME LARGE CAMPAIGNS FOR COMPANIES ON A NATIONAL LEVEL. THESE CAMPAIGNS INCLUDED FUNDS RAISED BY OTHER UNITED WAYS. AS THESE FUNDS ARE RAISED BY OTHER UNITED WAYS, UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY DOES NOT COUNT THESE DOLLARS AS PART OF OUR REVENUE TOTAL. THEREFORE, THERE ARE NO CORRESPONDING DESIGNATION EXPENSES. WE RECORD THESE DOLLARS AS A RECEIVABLE, SINCE WE WILL COLLECT THE FUNDS AND AS A LIABILITY SINCE WE DISTRIBUTE THE FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
William A Golderer
President & CEO$388,367$0$48,000$0$0$0$44,375$0$0$0$480,742$0$0$0
Tabitha Jenkins
Chief of Staff$201,538$0$20,000$0$0$0$8,000$0$0$0$229,538$0$0$0
Amy Leichner
Chief Financial Officer$201,157$0$20,000$0$0$0$0$0$0$0$221,157$0$0$0
Kate Houstoun
Chief Impact Officer$172,967$0$0$0$0$0$6,615$0$0$0$179,582$0$0$0
Erika Joy Erb
Chief Marketing Officer$156,000$0$0$0$0$0$6,080$0$0$0$162,080$0$0$0
Andrea Anderson
Chief Knowledge Officer$211,346$0$0$0$0$0$0$0$0$0$211,346$0$0$0
Janice Marini
Chief Engage Ofc (Thru 09/22)$160,692$0$0$0$15,385$0$0$0$0$0$176,077$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 4A:Janice Marini received a severance payment of $15,385, WHICH IS RECORDED AS REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COL B (III).
SCHEDULE J, PART I, LINE 7:NON-FIXED PAYMENTS PROVIDED: THE PRESIDENT AND CEO HAS AN INCENTIVE BONUS OPPORTUNITY THAT IS BASED UPON GOALS AND OBJECTIVES AROUND RESOURCE DEVELOPMENT, COMMUNITY IMPACT AND OPERATIONS WHICH ARE DOCUMENTED IN THE PERFORMANCE REVIEW PROCESS. THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSESSING PERFORMANCE VERSUS THOSE GOALS AND OBJECTIVES AND DETERMINING THE AWARD AMOUNT. THE INCENTIVE IS AWARDED AFTER THOROUGH REVIEW AND DISCUSSION BY THE EXECUTIVE COMPENSATION COMMITTEE.

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution25ContributionCnt
Noncash Contributions Rpt F990$1,211,484NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B - THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONSFormAndLineReferenceDesc
ExplanationUNITED WAY MAINTAINS BROKERAGE ACCOUNTS WITH THE VANGUARD GROUP AND GLENMEDE WHICH RECEIVE STOCK DONATIONS. THESE SECURITIES ARE LIQUIDATED FROM THESE ACCOUNTS UPON DONATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4D:CAPACITY BUILDING - THE IMPACT FUND EMPOWERS NONPROFIT PARTNERS BY ENSURING THEY HAVE THE RESOURCES AND TOOLS TO SUCCEED. EXPENSES $2,821,099. INCLUDING GRANTS OF $2,135,438. REVENUE $0. EARLY LEARNING - THE IMPACT FUND HELPS PAVE THE WAY FOR IMPROVING THE QUALITY OF EDUCATION FROM AT THE EARLIEST AGE. EXPENSES $2,616,454. INCLUDING GRANTS OF $1,980,531. REVENUE $0. HEALTH & DONOR DESIGNATIONS EXPENSES $2,375,054. INCLUDING GRANTS OF $2,375,052. REVENUE $627,750. OTHER PROGRAM SERVICES EXPENSES $626,192. INCLUDING GRANTS OF $0. REVENUE $0.
FORM 990, PART VI, SECTION B, LINE 11B:PROCESS TO REVIEW 990: UNITED WAY'S 990 IS REVIEWED BY OUR FINANCE AND AUDIT COMMITTEE. AFTER THE 990 IS APPROVED BY THE F&A COMMITTEE, IT IS DISTRIBUTED TO THE FULL BOARD FOR THEIR RECORDS.
FORM 990, PART VI, SECTION B, LINE 12C:ENFORCEMENT OF CONFLICTS POLICY: UNITED WAY PROVIDES THE CONFLICT OF INTEREST POLICY TO ALL STAFF MEMBERS AND KEY VOLUNTEERS ON AN ANNUAL BASIS. THIS INCLUDES BOARD MEMBERS AND MEMBERS OF STANDING BOARD COMMITTEES. THESE GROUPS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. INDIVIDUALS ARE INSTRUCTED TO PROMPTLY NOTIFY UNITED WAY OF ANY PERCEIVED CONFLICT. CONFLICT OF INTEREST STATEMENTS ARE TRACKED AND MONITORED BY THE HUMAN RESOURCES DEPARTMENT. IT IS THE RESPONSIBILITY OF THE INDIVIDUAL TO MAKE UNITED WAY AWARE OF ANY CONFLICTS THAT ARISE AFTER THEY SIGN THE CONFLICT OF INTEREST DOCUMENT. IF THERE IS A REAL OR PERCEIVED CONFLICT OF INTEREST, AN INDIVIDUAL MAY PARTICIPATE IN DISCUSSION AROUND A GIVEN ISSUE, BUT THAT INDIVIDUAL IS NOT PERMITTED TO VOTE ON THE ISSUE.
FORM 990, PART VI, SECTION B, LINES 15A & 15B:COMPENSATION PROCESS: CEO COMPENSATION IS DETERMINED THROUGH A DOCUMENTED PROTOCOL AND PROCESS CONSISTING OF THE FOLLOWING ELEMENTS: 1. BOARD OF DIRECTORS OVERSIGHT: CEO PERFORMANCE COMPENSATION IS OVERSEEN BY THE EXECUTIVE COMMITTEE. SPECIFIC DECISIONS RELATED TO COMPENSATION ARE MADE BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE WHICH IS COMPOSED OF THE BOARD CHAIR, BOARD TREASURER, AND CHAIR OF THE HUMAN RESOURCES COMMITTEE. ACTIONS ARE REPORTED ON AN ANNUAL BASIS TO UWGPSNJ'S GOVERNANCE COMMITTEE. 2. EXTERNALLY PREPARED COMPARATIVE SALARY DATA: COMPARATIVE SALARY DATA FOR THE CEO HAS BEEN RESEARCHED BY AN INDEPENDENT PROFESSIONAL COMPENSATION CONSULTANT. THE EXECUTIVE COMMITTEE IS PROVIDED WITH CEO SALARY INFORMATION BASED EXTERNAL SURVEYS, CAPTURING NATIONAL, REGIONAL, AND LOCAL COMPENSATION DATA FOR SIMILARLY SIZED ORGANIZATIONS. 3. PERFORMANCE BASED SYSTEM: CEO PERFORMANCE IS ANNUALLY ASSESSED BY THE CEO BY THE CHAIR, WITH INPUT BY ALL DIRECTORS' THE BOARD'S EXECUTIVE COMMITTEE. THE CEO HAS DOCUMENTED GOALS AND OBJECTIVES ON WHICH PERFORMANCE IS BASED, PLUS DOCUMENTED DETAIL THAT GUIDES THE AWARD OF THE INCENTIVE OPPORTUNITY. THE INCENTIVE OPPORTUNITY IS AWARDED FOLLOWING A THOROUGH DISCUSSION OF THE CEO'S PERFORMANCE BY THE EXECUTIVE COMPENSATION COMMITTEE. THE DISCUSSION AND INCENTIVE AWARD ARE DOCUMENTED TO SUPPORT IMPLEMENTATION.
FORM 990, PART VI, SECTION C, LINE 19:GOVERNING DOCUMENTS DISCLOSURE: UNITED WAY MAKES OUR FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON OUR WEBSITES. ADDITIONALLY, THESE ARE MADE AVAILABLE UPON REQUEST. OUR GOVERNING DOCUMENTS AND CODE OF ETHICS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 21:PAYMENT TO AFFILIATES: REPRESENT ANNUAL DUES PAID TO UNITED WAY WORLDWIDE.
FORM 990, PART XI, LINE 9:RECONCILIATION OF NET ASSETS: AMOUNTS RECORDED FOR PRIOR YEAR CAMPAIGNS $ 513,056 ADJUSTMENT TO PREVIOUS YEAR'S UNCOLLECTIBLE RESERVE ($ 141,174) ADJUSTMENT TO PREVIOUS YEAR'S DESIGNATIONS $ 117,295 DONOR DESIGNATION ADJUSTMENT ($ 498,429) TOTAL ADJUSTMENT: ($ 9,252)
FORM 990, PART VIII - ADDITIONAL INFORMATION:UNITED WAY'S OVERHEAD CALCULATION FOR THE YEAR ENDED JUNE 30, 2023 IS AS FOLLOWS: NUMERATOR: MGMT AND GENERAL - PART IX, COLUMN C, LINE 25 $4,569,102 FUNDRAISING - PART IX, COLUMN D, LINE 25 $1,680,570 TOTAL NUMERATOR: $6,249,672 DENOMINATOR: TOTAL REVENUE, PART VIII, COLUMN A, LINE 12 $23,154,345 OVERHEAD RATE: 26.9% PLEASE NOTE THAT UNITED WAY CHARGES A COST RECOVERY FEE OF 12.5% ON EACH DONATED GIFT. THIS FEE IS INTENDED TO RECOVER THE COSTS INCURRED TO RAISE, COLLECT, ADMINISTER AND DISTRIBUTE GIFTS FROM CAMPAIGN REVENUE. SUCH COSTS INCLUDE FUNDRAISING, MARKETING, PLEDGE PROCESSING, CUSTOMER SERVICE, FINANCE, AND INFORMATION TECHNOLOGY. THIS RATE IS LOWER THAN THE OVERHEAD RATE CALCULATED ABOVE DUE TO THE FACT THAT THE COST RECOVERY RATE FOR THE 990 FILLING INCLUDES ACTUAL INVESTMENT INCOME AND GAINS AND LOSSES FOR THE YEAR, WHILE THE COST RECOVERY FEE CALCULATION INCLUDED AMOUNTS UTILIZED THROUGH OUR SPENDING POLICY. A PERCENTAGE OF THE MARKET VALUE OF INVESTMENTS AS OF SEPTEMBER 30TH IS USED TO OFFSET EXPENSES. ADDITIONALLY, THE METHODOLOGY FOR CALCULATING OVERHEAD ON THE FORM 990 AND OUR COST RECOVERY RATE DIFFERS. THE COST RECOVERY RATE IS INTENDED TO RECOVER OVERHEAD COSTS NET OF OFFSETTING INCOME, SUCH AS RENTAL AND MISCELLANEOUS INCOME AND THE SPENDING POLICY, FROM CAMPAIGN REVENUE ONLY. THE FORM 990 CALCULATION DIVIDES ACTUAL GROSS EXPENSES BY TOTAL REVENUE FROM ALL SOURCES.