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INDEPENDENCE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INDEPENDENCE FOUNDATION (EIN 23-1352110)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-01
IRS object ID
202411229349101001
Schema version
2023v5.0
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)
Return2024-05-01T08:20:29-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232108173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RKL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13501 CONCORD ROAD STE 250AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352110EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDEPENDENCE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDEBusinessNameControlTxt
Phone2159854009PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BROAD STREET 1101AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN SHERMANPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone2159854009PhoneNum
Signature2024-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastSHERMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS L BERMAN CPAPreparerPersonNm
PTINP01269555PTIN
Phone7178433804PhoneNum
Preparation2024-04-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$73,597,422FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,598InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,598InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,540,964DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,540,964DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,605,411NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,586,258GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,605,411CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,148,973TotalRevAndExpnssAmt
Total Net Invst Incm$4,148,973TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$587,482CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$285,280CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$302,202CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$607,829OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$79,742OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$528,087OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$310,559PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$94,837PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$215,722PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$60,281AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$54,253AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,028AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$145,441OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,618OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$97,823OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$11,175DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$2,833DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$216,471OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$55,511OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$160,960OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$44,369TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$4,513TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$39,856TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$335,655OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$32,112OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$303,543OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,319,262TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$656,699TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,654,221TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,659,419ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,659,419ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,978,681TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$656,699TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,313,640TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,829,708ExcessRevenueOverExpensesAmt
Net Investment Income$3,492,274NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$436CashBOYAmt
Cash EOY$1,435CashEOYAmt
Cash EOYFMV$1,434CashEOYFMVAmt
Sav And Temp Cash Invst BOY$455,019SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$335,011SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$335,011SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$47,624,850CorporateStockBOYAmt
Corporate Stock EOY$56,277,115CorporateStockEOYAmt
Corporate Stock EOYFMV$56,277,115CorporateStockEOYFMVAmt
Corporate Bonds BOY$18,191,330CorporateBondsBOYAmt
Corporate Bonds EOY$16,875,219CorporateBondsEOYAmt
Corporate Bonds EOYFMV$16,875,219CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,126,110LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,109,417LandBldgEquipAccumDeprecAmt
Land BOY$27,868LandBOYAmt
Land EOY$16,693LandEOYAmt
Land EOYFMV$16,693LandEOYFMVAmt
Other Assets BOY$271,693OtherAssetsBOYAmt
Other Assets EOY$271,693OtherAssetsEOYAmt
Other Assets EOYFMV$91,950OtherAssetsEOYFMVAmt
Total Assets BOY$66,571,196TotalAssetsBOYAmt
Total Assets EOY$73,777,166TotalAssetsEOYAmt
Total Assets EOYFMV$73,597,422TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$66,571,196NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$73,777,166NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$66,571,196TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$73,777,166TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$66,571,196TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$73,777,166TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$66,571,196TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,829,708ExcessRevenueOverExpensesAmt
Other Increases$9,035,678OtherIncreasesAmt
Subtotal$73,777,166SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$73,777,166TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED SECURITIES$8,981,866$6,980,847$2,001,019$2,001,019
CAPITAL GAINS DIVIDENDS$604,392$604,392$604,392P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,605,411CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$48,543InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$48,543SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$48,543TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32,722EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$32,722TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$597EsPenaltyAmt
Tax Due$16,418TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.INDEPENDENCEFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2159854009PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BROAD STREET 1101AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HON PHYLLIS W BECK
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102BOARD CHAIR40.00$239,691$28,326$0
SUSAN E SHERMAN
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102PRESIDENT, CEO40.00$347,792$52,526$0
CATHERINE C CARR
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102SECRETARY2.00$0$0$0
DERICK DREHER
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102ASST. SECRETARY2.00$0$0$0
LOREE JONES
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102MEMBER2.00$0$0$0
DAVID LOGAN
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102MEMBER2.00$0$0$0
JOYCE WILKERSON
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102MEMBER (SINCE 04/23)2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JENNIFER BOHNENBERGER
200 SOUTH BROAD STREETPHILADELPHIAPA19102CHIEF OPERATING OFFI40.00$166,041$65,652$0
HEATHER MCDANEL
200 SOUTH BROAD STREETPHILADELPHIAPA19102PEER LEARNING40.00$132,088$30,511$0
KATE E TEJADA
200 SOUTH BROAD STREETPHILADELPHIAPA19102OFFICE ADMINISTRATOR40.00$93,493$39,557$0
ANN TORREGROSSA
200 SOUTH BROAD STREETPHILADELPHIAPA19102HEALTH & LEGAL SERVI40.00$96,912$10,660$0
ROSE TOMLINSON
200 SOUTH BROAD STREETPHILADELPHIAPA19102ADMINISTRATIVE ASSIS40.00$50,624$6,449$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FOUNDATION SOURCE
55 WALLS DRIVEFAIRFIELDCT06824FOUNDATION MANAGEMENT SERVICES$85,000
RKL LLP
PO BOX 8408LANCASTERPA176048408AUDIT/TAX SERVICES$60,281
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$69,520,725AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$407,463AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$114,231FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$70,042,419TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$70,042,419AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,050,636CashDeemedCharitableAmt
Net Vl Noncharitable Assets$68,991,783NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,449,589MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,449,589MinimumInvestmentReturnAmt
Tax Based On Investment Income$48,543TaxBasedOnInvestmentIncomeAmt
Total Tax$48,543TotalTaxAmt
Distributable Before Adj$3,401,046DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,401,046DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,401,046DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,313,640ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,313,640QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,401,046DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,286,622ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,416,356ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,522,924ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,902,841ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,764,873ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,893,616TotalExcessDistributionCyovAmt
Qualifying Distributions$5,313,640QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,401,046AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,912,594RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,806,210TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,286,622ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,519,588ExcessDistriCyovToNextYrAmt
Excess From Year4$1,416,356ExcessFromYear4Amt
Excess From Year3$1,522,924ExcessFromYear3Amt
Excess From Year2$1,902,841ExcessFromYear2Amt
Excess From Year1$1,764,873ExcessFromYear1Amt
Excess From Current Year$1,912,594ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN E SHERMAN PRESIDENT INDEPENDERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BROAD STREET SUITE 1101AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2159854009RecipientPhoneNum
Form And Info And MaterialsINDEPENDENCE FOUNDATION DOES NOT ACCEPT UNSOLICITED PROPOSALS. EACH YEAR THE FOUNDATION SENDS OUT REQUEST FOR PROPOSALS (RFP) UNDER THE FOLLOWING CATEGORIES: CULTURE AND THE ARTS, HEALTH AND HUMAN SERVICES, PUBLIC INTEREST LEGAL AID, NURSE MANAGED HEALTH CARE INITIATIVE, PUBLIC INTEREST LAW FELLOWSHIP PROGRAM, AND FELLOWSHIPS IN THE ARTS PROGRAM. ORGANIZATIONS NOT PREVIOUSLY FUNDED BY THE FOUNDATION ARE ENCOURAGED TO SEND A TWO PAGE LETTER OF INQUIRY INCLUDING ORGANIZATIONAL BACKGROUND INFORMATION, AMOUNT BEING REQUESTED AND DESCRIPTION OF THE PROGRAM/SERVICES FOR WHICH THE FUNDS WILL BE USED. PLEASE NOTE THAT THE FOUNDATION'S FUNDING AREA IS RESTRICTED TO PHILADELPHIA AND ITS SURROUNDING PENNSYLVANIA COUNTIES: BUCKS, CHESTER, DELAWARE AND MONTGOMERY.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE FOUNDATION ESTABLISHES A GRANT CYCLE ON A YEARLY BASIS AND ALL DECISIONS ARE MADE IN CYCLE.SubmissionDeadlinesTxt
Restrictions On AwardsLETTERS OF INQUIRY WILL BE REVIEWED FOR CONSISTENCY WITH CURRENT FUNDING PRIORITIES. SHOULD THE APPLICATION, AFTER REVIEW BY THE BOARD OF DIRECTORS, PROVE TO BE WITHIN THE SCOPE OF THE FOUNDATION'S INTERESTS, THE APPLICANT WILL BE ADVISED AND THE NECESSARY INTERVIEWS MAY BE ARRANGED PRIOR TO A FINAL DETERMINATION BY THE BOARD OF DIRECTORS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (241 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DOMESTIC VIOLENCE CENTER OF CHESTER COUNTY
PO BOX 832WEST CHESTERPA193810832PCGENERAL SUPPORT$10,000
CHRIST THE KING DEAF CHURCH
730 S NEW STWEST CHESTERPA193823666PCGENERAL SUPPORT$7,500
FAMILY SERVICE OF CHESTER COUNTY
310 N MATLACK STWEST CHESTERPA193802620PCGENERAL SUPPORT$5,000
QUEST THERAPEUTIC SERVICES INC
461 CANN RDWEST CHESTERPA193821715PCGENERAL SUPPORT$7,500
FRIENDS ASSOCIATION FOR CARE & PROTECTION OF CHILDREN
113 WEST CHESTNUT STREETWEST CHESTERPA19380PCGENERAL SUPPORT$5,000
WOMENS RESOURCE CENTER
PO BOX 596WAYNEPA190870596PCGENERAL SUPPORT$10,000
SPECIAL EQUESTRIANS
2800 STREET RDWARRINGTONPA189761637PCGENERAL SUPPORT$5,000
PLANNED PARENTHOOD KEYSTONE
610 LOUIS DRIVE 300WARMINSTERPA189742828PCGENERAL SUPPORT$25,000
VILLANOVA UNIVERSITY
800 E LANCASTER AVEVILLANOVAPA190851603PCGENERAL SUPPORT$5,000
COMMUNITY ACTION AGENCY OF DELAWARE COUNTY INC
1414 MEETINGHOUSE RDUPPR CHICHSTRPA190613455PCHOUSING SERVICES$5,000
MULTICULTURAL COMMUNITY FAMILY SERVICES INC
7016 TERMINAL SQ STE 3AUPPER DARBYPA190822338PCCALABASH FOOD PANTRY$5,000
CHESTER EASTSIDE INC
301 9TH STUPLANDPA190152912PCGENERAL SUPPORT$5,000
HANDI-CRAFTERS INC
PO BOX 72646THORNDALEPA193720646PCGENERAL SUPPORT$5,000
DEAF-HEARING COMMUNICATION CENTER INC
630 FAIRVIEW RD STE 100SWARTHMOREPA190812335PCGENERAL SUPPORT$10,000
SWARTHMORE COLLEGE
500 COLLEGE AVENUESWARTHMOREPA19081PCCHESTER CHILDREN'S CHORUS$15,000
PARK AVENUE COMMUNITY CENTER INC
129 PARK AVESWARTHMOREPA190811536PCGENERAL SUPPORT$3,000
MONTGOMERY THEATER INC
PO BOX 64033SOUDERTONPA189640033PCGENERAL SUPPORT$5,000
HEDGEROW THEATRE INC
146 W ROSE VALLEY RDROSE VALLEYPA190866236PCGENERAL SUPPORT$5,000
BERNARDINE FRANCISCAN SISTERS
450 ST BERNARDINE STREADINGPA19607PCGENERAL SUPPORT$5,000
TRICOUNTY COMMUNITY NETWORK INC
724 N ADAMS STREET SUITE 203POTTSTOWNPA19464PCGENERAL OPERATING SUPPORT FOR THE COLLEGE STUDENT BASIC NEEDS PROGRAM (CSBNP)$10,000
JEWISH HEALTHCARE FOUNDATION OF PITTSBURGH
625 LIBERTY AVE STE 2500PITTSBURGHPA152223115PCPENNSYLVANIA TEACHING NURSING HOME PROJECT$10,000
CH PENNSYLVANIA UNDER - 21
31 E ARMAT STPHILADELPHIAPA191442201PCGENERAL SUPPORT$10,000
NEIGHBORHOOD BIKE WORKS
3943 LANCASTER AVENUEPHILADELPHIAPA191044667PCGENERAL SUPPORT$1,000
PHILADELPHIA MURAL ARTS ADVOCATES
1727-29 MOUNT VERNON STPHILADELPHIAPA19130PCRESTORATIVE JUSTICE GUILD PROGRAM/WOMEN'S REENTRY$25,000
EGO PO
317 DICKINSON STREET UNIT DPHILADELPHIAPA191476514PCGENERAL SUPPORT$5,000
HABITAT FOR HUMANITY INTERNATIONAL INC
1829 N 19TH STPHILADELPHIAPA191212205PCGENERAL SUPPORT$10,000
WOMEN AGAINST ABUSE INC
100 S BROAD STPHILADELPHIAPA191101024PCLEGAL SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE IN PHILADELPHIA$10,000
YOUTH EMPOWERMENT FOR ADVANCEMENT HANGOUT
5928 LOCUST STPHILADELPHIAPA191393830PCGENERAL SUPPORT$10,000
PARTNERS FOR SACRED PLACES INC
1700 SANSOM ST 10TH FLOORPHILADELPHIAPA191035219PCMAKING HOMES FOR THE ARTS IN SACRED PLACES$10,000
DARE 2 HOPE INC
3101 N 32ND STPHILADELPHIAPA191321003PCGENERAL SUPPORT$4,000
FEDERATION OF NEIGHBORHOOD CENTERS INC
1901 S 9TH ST STE 212PHILADELPHIAPA191482386PCMURPHY'S GIVING MARKET$6,000
THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA
30 S 17TH ST 11TH FLRPHILADELPHIAPA191034011PCSTUDENT BOARD REPRESENTATIVES INITIATIVE, BOARD OF EDUCATION$25,000
HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
600 CHESTNUT ST SUITE 500BPHILADELPHIAPA19106PCLEGAL SERVICES$15,000
ANTIOCH CHRISTIAN FELLOWSHIP
4721 CHESTNUT STPHILADELPHIAPA191394614PCLEVEL UP PHILLY$5,000
EISENHOWER EXCHANGE FELLOWSHIPS INC
250 SOUTH 16TH STREETPHILADELPHIAPA19102PCPHILADELPHIA FELLOWS$30,000
PAINTED BRIDE ART CENTER INC
PO BOX 16696PHILADELPHIAPA19139PCTHEATRE IN THE X$3,000
ACHIEVEABILITY
5901 MARKET ST SUITE 410PHILADELPHIAPA19139PCGENERAL SUPPORT$10,000
ACADEMY OF VOCAL ARTS
1920 SPRUCE STPHILADELPHIAPA191036613PCGENERAL SUPPORT$2,000
ABORTION LIBERATION FUND OF PA
PO BOX 40748PHILADELPHIAPA19107PCGENERAL SUPPORT$5,000
HOPEPHL
325 N 39TH STPHILADELPHIAPA191044656PCHEALTH & HUMAN SERVICES FELLOWSHIP PROGRAM$18,163
BEARDED LADIES CABARET
1315 WALNUT ST STE 320PHILADELPHIAPA191074701PCGENERAL SUPPORT$5,000
ENCHANTMENT THEATRE COMPANY
7715 CRITTENDEN ST 349PHILADELPHIAPA191184473PCGENERAL SUPPORT$13,000
THE FREE LIBRARY OF PHILADELPHIA
1901 VINE ST STE 111PHILADELPHIAPA19103PCTHE PEPPER SOCIETY$5,000
PHILADELPHIA FOLKLORE PROJECT
735 S 50TH STPHILADELPHIAPA191433328PCGENERAL SUPPORT$5,000
COMMUNITY LEGAL SERVICES INC
1424 CHESTNUT STPHILADELPHIAPA191022556PCGENERAL SUPPORT$65,000
SANKOFA HEALING STUDIO
1415 N BROAD STPHILADELPHIAPA191223323PCGENERAL SUPPORT$5,000
PHILADELPHIA VIP INC
1500 WALNUT STREET SUITE 400PHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PREVENTION POINT PHILADELPHIA INCORPORATED
PO BOX 60990PHILADELPHIAPA19133PCGENERAL SUPPORT$25,000
SENIORLAW CENTER
1650 ARCH ST SUITE 1820PHILADELPHIAPA19103PCGENERAL SUPPORT$10,000
THE CENTER FOR EMERGING VISUAL ARTISTS LTD
237 S 18TH ST 3APHILADELPHIAPA19103PCGENERAL SUPPORT$5,000
PUENTES DE SALUD
1700 SOUTH STPHILADELPHIAPA191461529PCGENERAL SUPPORT$25,000
PENNSYLVANIA BALLET ASSOCIATION
323 N BROAD STREETPHILADELPHIAPA19107PCIN SUPPORT OF THE EXCELLENCE FUND$20,000
BROAD STREET MINISTRY
PO BOX 22656PHILADELPHIAPA19110PCGENERAL SUPPORT$11,000
YOUTH SENTENCING & REENTRY PROJECT INC
1528 WALNUT ST STE 515PHILADELPHIAPA191023606PCGENERAL SUPPORT$12,000
EPISCOPAL COMMUNITY SERVICES OF THE DIOCESE OF PENNSYLVANIA
225 S 3RD STPHILADELPHIAPA191063910PCST. BARNABAS COMMUNITY RESOURCE CENTER$10,000
BALLETX
1923 WASHINGTON AVEPHILADELPHIAPA191462653PCGENERAL SUPPORT$11,000
ESPERANZA IMMIGRATION LEGAL SERVICES
4261 N 5TH STPHILADELPHIAPA191402615PCGENERAL SUPPORT$10,000
ARDEN THEATRE COMPANY
40 N 2ND STPHILADELPHIAPA191064504PCGENERAL SUPPORT$15,000
ZOOLOGICAL SOCIETY OF PHILADELPHIA
3400 W GIRARD AVEPHILADELPHIAPA191041139PCGENERAL SUPPORT$30,000
MANN CENTER FOR THE PERFORMING ARTS
123 S BROAD ST STE 815PHILADELPHIAPA191091048PCGENERAL SUPPORT$25,000
UPLIFT SOLUTIONS INC
417 N 8TH ST STE 300PHILADELPHIAPA191233918PCUPLIFT YOUTH PROGRAM$5,000
HOPEPHL
325 N 39TH STPHILADELPHIAPA191044656PCGENERAL SUPPORT$10,000
LYRIC FEST
312 CARPENTER LANE 3RD FLOORPHILADELPHIAPA191193003PCTO SUPPORT PARTNERSHIP AND PERFORMANCES WITH ESPERANZA$10,000
BOOKS THROUGH BARS
4722 BALTIMORE AVEPHILADELPHIAPA191433503PCGENERAL SUPPORT$5,000
SHARE FOOD PROGRAM INC
2901 W HUNTING PARK AVEPHILADELPHIAPA191291802PCHEALTH & HUMAN SERVICES FELLOWSHIP PROGRAM$73,424
INTERACT INC
302 S HICKS ST THE DRAKEPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
CULTURETRUST GREATER PHILADELPHIA
1315 WALNUT ST STE 320PHILADELPHIAPA191074701PCPOWER STREET THEATRE$3,000
THE PUBLIC INTEREST LAW CENTER
1500 JOHN F KENNEDY BLVD STE 802PHILADELPHIAPA191021737PCPUBLIC INTEREST LAW FELLOWSHIP PROGRAM$83,022
HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
600 CHESTNUT ST SUITE 500BPHILADELPHIAPA19106PCPUBLIC INTEREST LAW FELLOWSHIP PROGRAM$40,376
PHILADELPHIA MURAL ARTS ADVOCATES
1727-29 MOUNT VERNON STPHILADELPHIAPA19130PCTO SUPPORT WORKING WITH A FUNDRAISING CONSULTANT TO DEVELOP STRATEGIES AROUND CORPORATE AND BOARD GIVING$15,000
BEYOND THE BARS INC
3500 LANCASTER AVEPHILADELPHIAPA191044916PCGENERAL SUPPORT$10,000
BETHESDA PROJECT
1630 SOUTH STPHILADELPHIAPA19146PCGENERAL SUPPORT$10,000
NATIONALITIES SERVICE CENTER OF PHILADELPHIA
1216 ARCH STREET FL 4PHILADELPHIAPA19107PCPUBLIC INTEREST LAW FELLOWSHIP PROGRAM$74,506
EASTERN STATE PENITENTIARY HISTORIC SITE INC
2027 FAIRMOUNT AVEPHILADELPHIAPA191302610PCGENERAL SUPPORT$10,000
LANTERN THEATER COMPANY
PO BOX 53428PHILADELPHIAPA191053428PCGENERAL SUPPORT$10,000
CHILDREN FIRST PA
900 SPRING GARDEN ST STE 200PHILADELPHIAPA19123PCNEW PATHWAYS TO BEHAVIORAL HEALTH SERVICES WILL BOOST THE WELLNESS OF CHILDREN IN PHILADELPHIA.$25,000
SUPPORTIVE OLDER WOMENS NETWORK
4100 MAIN ST STE 403PHILADELPHIAPA191271623PCGRANDFAMILY RESOURCE CENTER$10,000
EDUCATION LAW CENTER - PA
1800 JFK BOULEVARD SUITE 1900APHILADELPHIAPA191037412PCGENERAL SUPPORT$12,000
AMERICAN RED CROSS SOUTHEASTERN PENNSYLVANIA CHAPTER
2221 CHESTNUT STREETPHILADELPHIAPA19103PCRED CROSS HOUSE$5,000
AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA INC
PO BOX 60173PHILADELPHIAPA19102PCPUBLIC INTEREST LAW FELLOWSHIP PROGRAM$88,144
SUPPORT CENTER FOR CHILD ADVOCATES
1617 JFK BLVD STE 1200PHILADELPHIAPA19103PCPUBLIC INTEREST LAW FELLOWSHIP PROGRAM$41,888
PHILADELPHIA LEGAL ASSISTANCE CENTER INC
THE CAST IRON BUILDING 718 ARCH STPHILADELPHIAPA19107PCPUBLIC INTEREST LAW FELLOWSHIP PROGRAM$80,275
INTERCULTURAL JOURNEYS
701 S 50TH STREETPHILADELPHIAPA191431689PCGENERAL SUPPORT$5,000
XIENTE
174 DIAMOND STPHILADELPHIAPA191221722PCLA GUAGUA 47 COMMUNITY ARTS PROJECT$5,000
NATIONALITIES SERVICE CENTER OF PHILADELPHIA
1216 ARCH STREET FL 4PHILADELPHIAPA19107PCLEGAL SERVICES$15,000
COMMUNITY LEGAL SERVICES INC
1424 CHESTNUT STPHILADELPHIAPA191022556PCPUBLIC INTEREST LAW FELLOWSHIP PROGRAM$166,496
HOUSING ALLIANCE OF PENNSYLVANIA
1501 CHERRY STPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PHILADELPHIA ORCHESTRA ASSOCIATION
1 S BROAD ST 14TH FLPHILADELPHIAPA19107PCOUR CITY, YOUR ORCHESTRA LIVE!$15,000
THE PUBLIC INTEREST LAW CENTER
1500 JOHN F KENNEDY BLVD STE 802PHILADELPHIAPA191021737PCGENERAL SUPPORT$10,000
HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
600 CHESTNUT ST SUITE 500BPHILADELPHIAPA19106PCGENERAL SUPPORT$2,000
PHILADELPHIA POLICE FOUNDATION
1650 MARKET STREET NO 4500PHILADELPHIAPA19103PCNIGHT FOR BLUE$1,000
CENTER FOR THE ADVOCACY FOR THE RIGHTS & INTERESTS OF THE ELDERLY
1650 ARCH ST SUITE 1825PHILADELPHIAPA19102PCGENERAL SUPPORT$50,000
ALBERT M GREENFIELD HOME AND SCHOOL ASSOCIATION INC
2200 CHESTNUT STPHILADELPHIAPA191034307PCGENERAL SUPPORT$2,000
COSACOSA ART AT LARGE INC
4427 MAIN STPHILADELPHIAPA191271325PCGENERAL SUPPORT$5,000
PENNSYLVANIA HEALTH LAW PROJECT
123 CHESTNUT ST STE 400PHILADELPHIAPA19106PCPUBLIC INTEREST LAW FELLOWSHIP PROGRAM$36,842
AIDS LAW PROJECT OF PENNSYLVANIA
1211 CHESTNUT ST STE 600PHILADELPHIAPA191074117PCGENERAL SUPPORT$10,000
GENERATIONS ON LINE
1017 CLINTON STPHILADELPHIAPA191076016PCGENERAL SUPPORT$3,000
LIVECONNECTIONS ORG
3025 WALNUT STPHILADELPHIAPA191043402PCGENERAL SUPPORT$32,500
JUVENILE LAW CENTER
1800 JFK BOULEVARD SUITE 1900BPHILADELPHIAPA19103PCGENERAL SUPPORT$25,000
GREATER PHILADELPHIA CULTURAL ALLIANCE
1315 WALNUT ST STE 732PHILADELPHIAPA191074733PCGENERAL SUPPORT$15,000
FACE TO FACE
109 E PRICE STPHILADELPHIAPA191442145PCGENERAL SUPPORT$7,500
PENNSYLVANIA INSTITUTIONAL LAW PROJECT
718 ARCH STREET SUITE 304 SOUTHPHILADELPHIAPA19106PCPUBLIC INTEREST LAW FELLOWSHIP PROGRAM$42,298
FRINGEARTS
140 N COLUMBUS BLVDPHILADELPHIAPA19106PCGENERAL SUPPORT$29,000
SHARE FOOD PROGRAM INC
2901 W HUNTING PARK AVEPHILADELPHIAPA191291802PCGENERAL SUPPORT$25,000
LEGAL CLINIC FOR THE DISABLED INC
1513 RACE STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
RESOURCES FOR HUMAN DEVELOPMENT INC
4700 WISSAHICKON AVE STE 126PHILADELPHIAPA191444248PCFAMILY PRACTICE AND COUNSELING NETWORK$25,000
THEATRE PHILADELPHIA
1315 WALNUT ST STE 732PHILADELPHIAPA191074733PCGENERAL SUPPORT$5,000
VISIONLINK
919 WALNUT STPHILADELPHIAPA191075237PCGENERAL SUPPORT$10,000
NEW PARADISE LABORATORIES THEATRE INC
747 CORINTHIAN AVENUEPHILADELPHIAPA19130PCGENERAL SUPPORT$5,000
WOMENS LAW PROJECT
125 S 9TH STREETPHILADELPHIAPA191075125PCGENERAL SUPPORT$27,000
PHILABUNDANCE
3616 S GALLOWAY STREETPHILADELPHIAPA191485402PCGENERAL SUPPORT$53,000
NEIGHBORHOOD GARDENS TRUST
100 N 20TH ST STE 405PHILADELPHIAPA191031560PCGENERAL SUPPORT$5,000
FRINGEARTS
140 N COLUMBUS BLVDPHILADELPHIAPA19106PCARTISTS U$5,000
CLAY STUDIO
137-139 N 2ND STPHILADELPHIAPA19106PCGENERAL SUPPORT$10,000
MOVEMENT ALLIANCE PROJECT
924 CHERRY ST 5TH FLPHILADELPHIAPA191072411PCYOUTH ART & SELF-EMPOWERMENT PROJECT$7,500
NEIGHBORHOOD LAND POWER PROJECT
1445 N 52ND STPHILADELPHIAPA191314435PCGENERAL SUPPORT$7,500
PHILADELPHIA LAWYERS FOR SOCIAL EQUITY
230 S BROAD ST STE 1102PHILADELPHIAPA191024105PCGENERAL SUPPORT$20,000
OPERA PHILADELPHIA
1420 LOCUST ST STE 210PHILADELPHIAPA191024204PCGENERAL SUPPORT$50,000
NORRIS SQUARE NEIGHBORHOOD PROJECT
2141 N HOWARD STREPHILADELPHIAPA19122PCGENERAL SUPPORT$5,000
WHY NOT PROSPER INC
717 E CHELTEN AVEPHILADELPHIAPA191441206PCGENERAL SUPPORT$11,000
MIGHTY WRITERS
12 E CHURCH LNPHILADELPHIAPA191442213PCGENERAL SUPPORT$5,000
MOVEMENT ALLIANCE PROJECT
924 CHERRY ST 5TH FLPHILADELPHIAPA191072411PCGENERAL SUPPORT$1,000
FRIENDS OF FARMWORKERS INC
990 SPRING GARDEN ST STE 300PHILADELPHIAPA19123PCGENERAL SUPPORT$15,000
COMMUNITY LEGAL SERVICES INC
1424 CHESTNUT STPHILADELPHIAPA191022556PCLATIN AMERICAN IMMERSIVE TOUR$20,000
CONSUMER BANKRUPTCY ASSISTANCE PROJECT INC
THE CAST IRON BUILDING 718 ARCH STPHILADELPHIAPA19107PCGENERAL SUPPORT$10,000
THE FREE LIBRARY OF PHILADELPHIA
1901 VINE ST STE 111PHILADELPHIAPA19103PCTHE FIELD TEEN CENTER (FORMERLY "TEEN CENTRAL")$5,000
PENNSYLVANIANS FOR MODERN COURTS
TWO PENN CTR 1500 JFK BLVD STE 1140PHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
PENNSYLVANIA INNOCENCE PROJECT
1515 MARKET ST STE 300PHILADELPHIAPA191021908PCGENERAL SUPPORT$12,000
AZUKA THEATRE COLLECTIVE
1700 SANSOM ST STE 800PHILADELPHIAPA191035214PCGENERAL SUPPORT$5,000
PEOPLE ADVANCING REINTEGRATION INC
2024 W HUNTING PARK AVEPHILADELPHIAPA19140PCGENERAL SUPPORT$7,500
CONSERVATION CENTER FOR ART AND HISTORIC ARTIFACTS
264 S 23RD STPHILADELPHIAPA191035530PCGENERAL SUPPORT$5,000
WILMA THEATER INC
265 S BROAD STPHILADELPHIAPA191075659PCGENERAL SUPPORT$12,000
IT TAKES PHILLY ENCOURAGING AND EMPOWERING OUR CHILDREN TO AIM HIG
201 W LEHIGH AVEPHILADELPHIAPA191333421PCBLACK DOCTORS CONSORTIUM$1,000
PENNSYLVANIA HORTICULTURAL SOCIETY
100 N 20TH ST STE 405PHILADELPHIAPA191031560PCCOMMUNITY GARDENS PROGRAM$10,000
SHARE FOOD PROGRAM INC
2901 W HUNTING PARK AVEPHILADELPHIAPA191291802PCDELAWARE COUNTY FOOD BANK$2,000
ARTREACH INC
1501 CHERRY STPHILADELPHIAPA191021403PCGENERAL SUPPORT$10,000
METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE
420 NORTH 20TH STPHILADELPHIAPA19130PCFOR PIE IN THE SKY$2,810
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA191017646PCGENERAL SUPPORT$2,000
THE FREE LIBRARY OF PHILADELPHIA
1901 VINE ST STE 111PHILADELPHIAPA19103PCGENERAL SUPPORT$2,000
REGIONAL HOUSING LEGAL SERVICES
123 S BROAD ST STE 1330PHILADELPHIAPA191091037PCGENERAL SUPPORT$32,000
LUTHERAN SOCIAL MISSION SOCIETY OF PHILADELPHIA
1340 FRANKFORD AVEPHILADELPHIAPA191253204PCBILINGUAL DOMESTIC VIOLENCE PROGRAM (BDVP)$5,000
NETWORK FOR NEW MUSIC
6757 GREENE STREET SUITE 400PHILADELPHIAPA191193508PCGENERAL SUPPORT$10,000
PENNSYLVANIA HORTICULTURAL SOCIETY
100 N 20TH ST STE 405PHILADELPHIAPA191031560PCGENERAL SUPPORT$1,000
SOUTHEAST ASIAN MAA COALITION INC
1711 S BROAD STPHILADELPHIAPA191481505PCFOOD PROGRAMS$5,000
THE VILLAGE ARTS AND HUMANITIES
2544 GERMANTOWN AVEPHILADELPHIAPA191331642PCGENERAL SUPPORT$5,000
PENNS VILLAGE
201 S 21ST STPHILADELPHIAPA191034806PCGENERAL SUPPORT$10,000
PENNSYLVANIA BALLET ASSOCIATION
323 N BROAD STREETPHILADELPHIAPA19107PCGENERAL SUPPORT$25,000
PENNSYLVANIA HEALTH ACCESS NETWORK
1501 CHERRY STPHILADELPHIAPA191021403PCGENERAL SUPPORT$75,000
PENNSYLVANIA HEALTH LAW PROJECT
123 CHESTNUT ST STE 400PHILADELPHIAPA19106PCGENERAL SUPPORT$15,000
FIRST PERSON ARTS INC
245 S 16TH STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$6,000
PENNSYLVANIA INSTITUTIONAL LAW PROJECT
718 ARCH STREET SUITE 304 SOUTHPHILADELPHIAPA19106PCGENERAL SUPPORT$10,000
1812 PRODUCTIONS INC
2329 S 3RD STPHILADELPHIAPA191484019PCGENERAL SUPPORT$10,000
ARDELLAS HOUSE INC
1615 W END DRPHILADELPHIAPA191512235PCGENERAL SUPPORT$7,500
ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA
1900 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19103PC$2,000 UNRESTRICTED, $2,000 TOWARDS LIBRARY AND ARCHIVES DIVISION$4,000
CARPENTERS COMPANY OF THE CITY AND COUNTY OF PHILADELPHIA
320 CHESTNUT STPHILADELPHIAPA191062708PC$100,000/4 YEARS 2:1 CHALLENGE GRANT FOR YOUNG PEOPLE'S CONTINENTAL CONGRESS$25,000
WHITNEY V HUNTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PAFELLOWSHIP IN THE ARTS - PERFORMING$10,000
WAGNER FREE INSTITUTE OF SCIENCE
1700 WEST MONTGOMERY AVENUEPHILADELPHIAPA19121PCGENERAL SUPPORT$2,000
TEAM SUNSHINE PERFORMANCE CORPORATION
2329 S 3RD STPHILADELPHIAPA191484019PCGENERAL SUPPORT$3,000
TALLER PUERTORRIQUENO INC
2600 N 5TH STPHILADELPHIAPA191332626PCGENERAL SUPPORT$10,000
WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 S INDEPENDENCE MALL EPHILADELPHIAPA191062517PCGENERAL SUPPORT$7,000
HOMELESS ADVOCACY PROJECT
1429 WALNUT STREET 15H FLPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE
420 NORTH 20TH STPHILADELPHIAPA19130PCGENERAL SUPPORT$27,000
AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA INC
PO BOX 60173PHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION
1700 SPRING GARDEN ST ANNEX 7TH FLPHILADELPHIAPA191303991PC19130 ZIP CODE PROJECT$25,000
PHILADELPHIA THEATRE COMPANY
215 S BROAD ST SUITE 304PHILADELPHIAPA19107PCGENERAL SUPPORT$5,000
AL-BUSTAN SEEDS OF CULTURE
3645 LANCASTER AVENUE 1PHILADELPHIAPA191042681PCGENERAL SUPPORT$5,000
INIS NUA THEATRE COMPANY
1700 SANSOM ST STE 800PHILADELPHIAPA19103PCGENERAL SUPPORT$5,000
STUDENTS RUN PHILLY STYLE
1819 JOHN F KENNEDY BLVD STE 480PHILADELPHIAPA19103PCGENERAL SUPPORT$10,000
PENNSYLVANIA PRISON SOCIETY
230 S BROAD ST STE 605PHILADELPHIAPA191024107PCGENERAL SUPPORT$10,000
THE FREE LIBRARY OF PHILADELPHIA
1901 VINE ST STE 111PHILADELPHIAPA19103PCFOUNDATION CENTER$5,000
DO MOORE GOOD
4642 SANSOM STREET SUITE 2PHILADELPHIAPA191394630PCFOR THE PARDON ME FILM PROJECT$10,000
THE FREE LIBRARY OF PHILADELPHIA
1901 VINE ST STE 111PHILADELPHIAPA19103PCIN SUPPORT OF THE 2023 COMMUNITY IMPACT AWARDS$5,000
THE FOOD TRUST
1617 JFK BLVD SUITE 900PHILADELPHIAPA191031824PCGENERAL SUPPORT$25,000
THE COMMITTEE OF SEVENTY
123 S BROAD STPHILADELPHIAPA19109PCGENERAL SUPPORT$10,000
PROJECT HOME
1515 FAIRMOUNT AVEPHILADELPHIAPA191302936PCHEALTHCARE SERVICES AT PROJECT HOME'S STEPHEN KLEIN WELLNESS CENTER AND HUB OF HOPE$75,000
ARDEN THEATRE COMPANY
40 N 2ND STPHILADELPHIAPA191064504PC2:1 CHALLENGE FOR THE SEAT NAMING CAMPAIGN$50,000
SUPPORT CENTER FOR CHILD ADVOCATES
1617 JFK BLVD STE 1200PHILADELPHIAPA19103PCGENERAL SUPPORT$20,000
SPIRAL Q PUPPET THEATER
4100 HAVERFORD AVEPHILADELPHIAPA191041708PCGENERAL SUPPORT$3,000
THEATRE EXILE CO
1340 S 13TH STREETPHILADELPHIAPA19147PCGENERAL SUPPORT$10,000
PROJECT HOME
1515 FAIRMOUNT AVEPHILADELPHIAPA191302936PCGENERAL SUPPORT$33,000
PHILADELPHIA MURAL ARTS ADVOCATES
1727-29 MOUNT VERNON STPHILADELPHIAPA19130PCGENERAL SUPPORT$76,000
PIG IRON THEATRE COMPANY INC
1417 N 2ND STPHILADELPHIAPA191223859PCGENERAL SUPPORT$12,000
ZOOLOGICAL SOCIETY OF PHILADELPHIA
3400 W GIRARD AVEPHILADELPHIAPA191041139PCBACK-TO-SCHOOL COMMUNITY NIGHT$15,000
STUDENTS RUN PHILLY STYLE
1819 JOHN F KENNEDY BLVD STE 480PHILADELPHIAPA19103PC2:1 CHALLENGE GRANT, GENERAL OPERATING SUPPORT$25,000
URBAN CREATORS
2316-50 N 11TH STREETPHILADELPHIAPA19133PCGENERAL SUPPORT$5,000
ANIMAL CARE AND CONTROL TEAM
111 W HUNTING PARK AVEPHILADELPHIAPA191402717PCGENERAL SUPPORT$1,000
PLANNED PARENTHOOD SOUTHEASTERN PA
1144 LOCUST STPHILADELPHIAPA191076734PCGENERAL SUPPORT$89,000
WALNUT STREET THEATRE CORP
825 WALNUT STPHILADELPHIAPA191075107PCGENERAL SUPPORT$10,000
EISENHOWER EXCHANGE FELLOWSHIPS INC
250 SOUTH 16TH STREETPHILADELPHIAPA19102PCUSA JUSTICE PROGRAM$26,000
PHILADELPHIA YOUNG PLAYWRIGHTS
1219 VINE STREET 3RD FLRPHILADELPHIAPA191071135PCGENERAL SUPPORT$11,000
ARDEN THEATRE COMPANY
40 N 2ND STPHILADELPHIAPA191064504PCAS $2,500 FOR THE ANDREA MENGEL FUND, AND $2,500 UNRESTRICTED$5,000
THE SCRIBE VIDEO CENTER INC
3908 LANCASTER AVEPHILADELPHIAPA191044606PCGENERAL SUPPORT$1,000
SPARC SERVICES
2350 W WESTMORELAND STPHILADELPHIAPA191404718PCGENERAL SUPPORT$5,000
ROSENBACH MUSEUM AND LIBRARY
2008-2010 DELANCEY STPHILADELPHIAPA19103PCGENERAL SUPPORT$20,000
SMITH MEMORIAL PLAYGROUNDS
3500 RESERVOIR DRPHILADELPHIAPA191212513PCGENERAL SUPPORT$5,000
ARDEN THEATRE COMPANY
40 N 2ND STPHILADELPHIAPA191064504PCANDREA MENGEL FUND$1,000
PHILADELPHIA LEGAL ASSISTANCE CENTER INC
THE CAST IRON BUILDING 718 ARCH STPHILADELPHIAPA19107PC1:1 CHALLENGE GRANT FOR 25TH ANNIVERSARY TO SERVE AS A CATALYST TO EXPAND MAJOR DONOR BASE$25,000
NEW LEASH ON LIFE USA
924 BRYN MAWR AVEPENN VALLEYPA190721404PCGENERAL SUPPORT$16,000
THEATRE HORIZON
401 DEKALB ST - FLOOR 1NORRISTOWNPA194014909PCGENERAL SUPPORT$10,000
LEGAL AID SOUTHEASTERN PENNSYLVANIA INC
625 SWEDE STNORRISTOWNPA194013901PCGENERAL SUPPORT$35,000
MONTGOMERY CHILD ADVOCACY PROJECT
409 CHERRY STNORRISTOWNPA194014734PCGENERAL SUPPORT$10,000
NORRISTOWN ZOOLOGICAL SOCIETY
1661 HARDING BLVDNORRISTOWNPA194012974PCELMWOOD PARK ZOO$5,000
EPISCOPAL ACADEMY
1785 BISHOP WHITE DRNEWTOWN SQPA190731300PCGENERAL SUPPORT$5,000
CRADLES TO CRAYONS INC
281 NEWTONVILLE AVENEWTONMA02460PCGENERAL SUPPORT$5,000
CRADLES TO CRAYONS INC
281 NEWTONVILLE AVENEWTONMA02460PC$100,000/4 YEARS ($25,000 PER YEAR) 4:1 CHALLENGE GRANT FOR CAPITOL AND CAPACITY BUILDING (NEW WAREHOUSE)$25,000
WOOSTER GROUP INC
PO BOX 2075NEW YORKNY100130882PCGENERAL SUPPORT$3,000
CENTER FOR REPRODUCTIVE RIGHTS INC
199 WATER ST FL 22NEW YORKNY100383533PCGENERAL SUPPORT$10,000
CIVIC NEWS COMPANY
450 7TH AVE 32ND FLNEW YORKNY10123PCFOR CHALKBEAT: PHILADELPHIA$1,000
TEAM UP PHILLY
111 FORREST AVE FL 3NARBERTHPA190722252PCSPORTS FOR JUVENILE JUSTICE$5,000
THE IVINS OUTREACH CENTER
80 W TRENTON AVEMORRISVILLEPA190676650PCFOOD DISTRIBUTION TO CHILDREN, FAMILIES & SENIORS$5,000
DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY INC
14 W SECOND STMEDIAPA190632802PCGENERAL SUPPORT$10,000
PEOPLES LIGHT & THEATRE CO
39 CONESTOGA RDMALVERNPA193551706PCGENERAL SUPPORT$10,000
ROLLING HARVEST FOOD RESCUE
3920 RIVER RDLUMBERVILLEPA189339718PCGENERAL SUPPORT$5,000
LEWY BODY DEMENTIA RESOURCE CENTER OF NEW YORK INC
750 W BROADWAY APT 2RLONG BEACHNY115612861PC"ART OF SURVIVAL" FILM$10,000
NILE SWIM CLUB OF YEADON
513 SOUTH UNION AVELANSDOWNEPA19050PCGENERAL SUPPORT$2,500
PHILLYKINDER
24 E STRATFORD AVELANSDOWNEPA190502024PCGENERAL SUPPORT$2,000
MANNA ON MAIN STREET
606 E MAIN ST SUITE 1001LANSDALEPA194462906PCGENERAL SUPPORT$5,000
LCH HEALTH AND COMMUNITY SERVICES
731 W CYPRESS STKENNETT SQPA193482419PCGENERAL SUPPORT$51,000
NETWORK OF VICTIM ASSISTANCE
2370 YORK RD STE B1JAMISONPA189291031PCGENERAL SUPPORT$10,000
DISABILITY RIGHTS PENNSYLVANIA
301 CHESTNUT ST STE 300HARRISBURGPA171012702PCGENERAL SUPPORT$10,000
CHESTER COUNTY FOOD BANK
650 PENNSYLVANIA DREXTONPA193411127PCGENERAL SUPPORT$10,000
INTEGRATE FOR GOOD INC
1117 BRIDGE ST 247CREAMERYPA194309900PCHEALTH & HUMAN SERVICES FELLOWSHIP PROGRAM$16,813
INTEGRATE FOR GOOD INC
1117 BRIDGE ST 247CREAMERYPA194309900PC1:1 CHALLENGE GRANT TO SUPPORT THE OPENING DOOR ON CAMPUS PROGRAM$25,000
INTEGRATE FOR GOOD INC
1117 BRIDGE ST 247CREAMERYPA194309900PCGENERAL SUPPORT$5,000
OPENCOLLECTIVE FOUNDATION
440 N BARRANCA AVE 3717COVINACA91723PCTHE FUTURE IS US COLLECTIVE$3,000
WOMENS CENTER OF MONTGOMERY COUNTY
2506 N BROAD STREET SUITE 203COLMARPA18915PCHEALTH & HUMAN SERVICES FELLOWSHIP PROGRAM$34,862
WOMENS CENTER OF MONTGOMERY COUNTY
2506 N BROAD STREET SUITE 203COLMARPA18915PCGENERAL SUPPORT$10,000
CANINE PARTNERS FOR LIFE
334 FAGGS MANOR RDCOCHRANVILLEPA193309486PCGENERAL SUPPORT$26,000
COMMUNITY YOUTH AND WOMENS ALLIANCE INC
423 E LINCOLN HWYCOATESVILLEPA193203411PCGENERAL SUPPORT$5,000
HOPE SPRINGS EQUESTRIAN THERAPY INC
PO BOX 156CHESTER SPRGSPA194250156PCGENERAL SUPPORT$5,000
9TH STREET YOUTH & COMMUNITY CENTER
2407 W 3RD STCHESTERPA190132307PCFOR THE ENVIRONMENTAL CORPS$1,000
CENTER FOR THE BLIND AND VISUALLY IMPAIRED
100 VV 15TH STCHESTERPA19013PCGENERAL SUPPORT$5,000
EVERYBODY EATS PHILLY INC
801 SPROUL STCHESTERPA19013PCGENERAL SUPPORT$6,000
MAKING A CHANGE GROUP
PO BOX 1115CHESTERPA19016PCGENERAL SUPPORT$5,000
BRISTOL RIVERSIDE THEATER CO INC
PO BOX 1250BRISTOLPA19007PCGENERAL SUPPORT$10,000
BELOIT COLLEGE
700 COLLEGE STBELOITWI535115509PCANNUAL FUND$1,000
SPELMAN COLLEGE
350 SPELMAN LN SWATLANTAGA303144395PCTECHNOLOGY INNOVATION FUND$1,000
NEIGHBORS HELPING NEIGHBORS ON THE MAIN LINE
104 HOLLAND AVEARDMOREPA19003PCGENERAL SUPPORT$7,500
FAMILY PROMISE MONTCO PA
31 S SPRING GARDEN STAMBLERPA190024748PCGENERAL SUPPORT$5,000
ACT II PLAYHOUSE LTD
56 E BUTLER AVEAMBLERPA190024526PCGENERAL SUPPORT$7,500
VNA COMMUNITY SERVICES INC
1421 HIGHLAND AVEABINGTONPA190012610PCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,659,419TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,598ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,540,964ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,605,411ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,148,973ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,148,973TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$60,281Amt
Net Investment Income$54,253NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,028DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MILL CREEK FUNDS - FIXED INCOME$2,967,807$2,967,807
VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADMIRAL SHARES$9,102,471$9,102,471
VANGUARD ULTRA SHORT-TERM INVESTMENT GRADE FUND ADMIRAL SHOARES$4,804,941$4,804,941

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MILL CREEK FUNDS - DOMESTIC FUNDS$4,448,132$4,448,132
MILL CREEK FUNDS - INTERNATIONAL FUNDS$2,616,872$2,616,872
VANGUARD LARGE CAP INDEX FUND INSTITUTIONAL SHARES$13,687,833$13,687,833
VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES$8,187,430$8,187,430
VANGUARD PRIMECAP CORE FUND$14,294,908$14,294,908
VANGUARD EURO$1,932,571$1,932,571
VANGUARD INTERNATION STOCK FUND$2,082,287$2,082,287
VANGUARD LARGE VALUE$1,370,879$1,370,879
S & P 500 VALUE FUND$7,656,203$7,656,203

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS$872,805$868,588$4,217$4,217
OFFICE EQUIPMENT$220,605$220,154$451$451
COMPUTER EQUIPMENT$32,700$20,675$12,025$12,025

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescARTWORKDesc
BOY Book Value$271,693BOYBookValueAmt
EOY Book Value$271,693EOYBookValueAmt
EOYFMV$91,950EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$1,859$372$1,487
OFFICE SUPPLIES$30,997$6,199$24,798
COMPUTER (HARD/SOFTWARE)$35,578$9,019$26,559
OTHER INSURANCE$26,783$13,392$13,391
DUES AND SUBSCRIPTIONS$15,649$3,130$12,519
GRANT SUPPORT$224,789$0$224,789

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCURRENT YEAR UNREALIZED GAINS/LOSSES ON INVESTMENTSDesc
Amt$9,035,678Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$47,618$47,618$0
CONSULTING FEES$97,823$0$97,823