POTTSTOWN REGIONAL COMMUNITY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- POTTSTOWN REGIONAL COMMUNITY FOUNDATION (EIN 23-2344729)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-10
- IRS object ID
- 202431319349101133
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T13:31:34-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231144520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH 16TH STREET SUITE 2900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232344729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTSTOWN AREA HEALTH AND WELLNESS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POTT | BusinessNameControlTxt |
| Phone | 6103232006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW HOWALD | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Phone | 6103232006 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | HOWALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRISON PEREIRA | PreparerPersonNm |
| PTIN | P00746867 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,450,883 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,835 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,891,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,891,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,502,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,596,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,502,512 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,305 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,445,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,394,444 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $281,494 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $74,371 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $168,896 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $854,878 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $272,623 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $722,351 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $301,698 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $60,118 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $240,271 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $46,980 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $46,980 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $387,210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,113 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $215,096 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,070 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $21,369 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $21,369 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $109,135 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $21,827 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $83,780 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,253 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,451 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,802 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,815 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $763 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,990 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $503,070 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,123 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $361,293 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,593,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $736,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,812,479 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,847,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,020,262 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,440,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $736,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,832,741 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$995,150 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,657,756 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $354,934 | CashBOYAmt |
| Cash EOY | $466,266 | CashEOYAmt |
| Cash EOYFMV | $466,266 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $403,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,544 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $36,581 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $38,262 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $38,262 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $69,546,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,021,995 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,021,995 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $551,373 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,287,546 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,287,546 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $424,201 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $393,809 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $38,665 | LandBOYAmt |
| Land EOY | $30,392 | LandEOYAmt |
| Land EOYFMV | $30,392 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $485,878 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $485,878 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $70,931,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,450,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,450,883 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $235,075 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $288,485 | AccountsPayableEOYAmt |
| Grants Payable BOY | $281,750 | GrantsPayableBOYAmt |
| Grants Payable EOY | $108,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $14,068,455 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,962,110 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,585,280 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,359,095 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $56,346,059 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $60,091,788 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,346,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,091,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,931,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,450,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,346,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$995,150 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,740,879 | OtherIncreasesAmt |
| Subtotal | $60,091,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,091,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TOO VOLUMINOUS TO LIST - DETAILS AVAILABLE AT TAXPAYER'S OFFICE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,596,396 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,093,884 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,502,512 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,502,512 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,502,512 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,843 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,623 | EsPenaltyAmt |
| Tax Due | $22,466 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.POTTSTOWNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID KRAYBILL EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 6103232006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 E HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID KRAYBILL | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | PRESIDENT | 40.00 | $281,494 | $62,184 | $0 |
| ADAM CONISH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| SONIA FRECON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| LORI REINHART MUSSON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JEFFREY SPARAGANA | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| ARTHUR GREEN | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| FRANCES HEFFNER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| MATTHEW HOWALD | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| CARL LANDIS | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| NANCY MILLER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| JOHN BUCKLEY | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JOSE FERNANDEZ | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| WILLIAM TADDONIO | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| WIN SOMBOONSONG | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| AMY L SCONDRA | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| FRANK STRUNK | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JAMIE PARRIS ED D | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| LORI LORANT-TOBIAS DO | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD BROWN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $133,710 | $24,851 | $0 |
| CRAIG COLISTRA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $98,428 | $26,282 | $0 |
| ASHIA COOPER | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $92,573 | $22,516 | $0 |
| ROSEMARIE WALTERS | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | OFFICE MANAGER | 40.00 | $105,481 | $6,676 | $0 |
| MICHAEL JAMGOCHIAN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | CONTROLLER | 40.00 | $98,182 | $13,568 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VERALON | |||||
| THREE BALA PLAZA WEST UNIT 702 | BALA CYNWYD | PA | 19004 | HEALTHCARE CONSULTING | $184,257 |
| THE ANDERSON GROUP | |||||
| 879 FRTIZTOWN ROAD | SINKING SPRING | PA | 19608 | BEHAVIORAL MARKETING | $65,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $69,716,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $475,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,822 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,214,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $70,214,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,053,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,160,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,458,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,458,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,843 | TotalTaxAmt |
| Distributable Before Adj | $3,407,205 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,407,205 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,407,205 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,832,741 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,832,741 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,407,205 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $201,012 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $472,545 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $925,903 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $407,692 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,065,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,832,741 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,407,205 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,425,536 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,490,648 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $201,012 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,289,636 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $472,545 | ExcessFromYear4Amt |
| Excess From Year3 | $57,960 | ExcessFromYear3Amt |
| Excess From Year2 | $925,903 | ExcessFromYear2Amt |
| Excess From Year1 | $407,692 | ExcessFromYear1Amt |
| Excess From Current Year | $1,425,536 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOWARD BROWN CRAIG COLISTRA PROGRAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6103232006 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE TO BE COMPLETED AND POTENTIAL GRANTEES NEED TO PROVIDE AN ORGANIZATION BUDGET, A PROGRAM BUDGET, AN IRS DETERMINATION LETTER, MOST RECENT AUDIT REPORT AND/OR FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY BASED ON EACH FALL AND SPRING GRANT ROUND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | A POTENTIAL GRANTEE ORGANIZATION MUST BE A NON-PROFIT ORGANIZATION LOCATED WITHIN 10 MILES OF THE BOROUGH OF POTTSTOWN. THE GRANT MUST FALL WITHIN ONE OF THE ORGANIZATION'S THREE CORE PRIORITIES OF: (1) FUNDING PROGRAMS AND SOLUTIONS FOR LONG-TERM IMPROVEMENT IN HEALTHY BEHAVIORS; (2) FUNDING PROGRAMS FOR PHYSICAL HEALTH AND EMOTIONAL WELL-BEING; (3) FUNDING LEARNING OPPORTUNITIES AND STRATEGIC PLANNING TO STRENGTHEN NON-PROFITS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLAMO | ||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | EMERGENCY OFF-CYCLE GRANT FY 2023 | $10,000 |
| BIG BROTHERS BIG SISTERS INDEPENDENCE | ||||||
| 123 S BROAD STREET 1050 | PHILADELPHIA | PA | 19109 | PUBLIC CHARITY | BIG BROTHERS BIG SISTERS BEYOND SCHOOL WALLS PROGRAM | $10,000 |
| BOROUGH OF POTTSTOWN | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | RIVERFRONT PARK PEDESTRIAN BRIDGE IMPROVEMENTS ($40,0000), YECK GRANT PAYMENT ($20,000), YECK FOUNDATION DISTRIBUTION ($25,000) | $85,000 |
| BOYERTOWN AREA MULTI-SERVICE INC | ||||||
| 200 WEST SPRING STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | GENERAL OPERATING AND PROGRAM SUPPORT | $100,000 |
| BOYERTOWN AREA SCHOOL DISTRICT | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | WHOLE CHILD WELLNESS | $95,000 |
| CAMPHILL VILLAGE KIMBERTON HILLS | ||||||
| PO BOX 1045 | KIMBERTON | PA | 19442 | PUBLIC CHARITY | VILLAGE SUPPORT FUND GRANT | $10,000 |
| CHESTER COUNTY FOOD BANK | ||||||
| 650 PENNSYLVANIA DRIVE | EXTON | PA | 19341 | PUBLIC CHARITY | FRESH2YOU MOBILE MARKET | $15,000 |
| CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY | ||||||
| PO BOX 706 | NORRISTOWN | PA | 19404 | PUBLIC CHARITY | FA'22 GRANT- MISSION KIDS | $25,000 |
| CREATIVE HEALTH SERVICES | ||||||
| 11 ROBINSON STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COVID RELIEF & RECOVERY FUND | $2,500 |
| DANIEL BOONE AREA SCHOOL DISTRICT | ||||||
| 321 N FURNACE ST SUITE 200 | BIRDSBORO | PA | 19508 | GOVERNMENT ENTITY | DANIEL BOONE AREA SCHOOL DISTRICT WELLNESS PROGRAMS | $55,000 |
| DEVELOPMENTAL ENTERPRISES CORP | ||||||
| 333 E AIRY STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | HEALTHY EATING, HEALTHY LIVING. GRANT REFUND | -$4,270 |
| DOUGLASS TOWNSHIP | ||||||
| 1320 EAST PHILADELPHIA AVENUE | GILBERTSVILLE | PA | 19525 | GOVERNMENT ENTITY | DOUGLASS PARK TRAIL AND PARK IMPROVEMENTS ($14,400), MONTGOMERY - YECK FUNDS ($20,000), SMITH RD PARK - YECK FUNDS ($2,000) | $36,400 |
| EAST COVENTRY TOWNSHIP PARKS AND RECREATION | ||||||
| 855 ELLIS WOODS ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | TOW PATH PARK IMPROVEMENTS GRANT | $30,000 |
| EXPRESSIVE THERAPY CONCEPTS INC | ||||||
| 125 PROSPECT STREET | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | SMASHVILLE BADMINTON: KIDS AND ADULT FITNESS PROGRAM | $10,000 |
| FAMILY SERVICES OF MONTGOMERY COUNTY | ||||||
| 3125 RIDGE PIKE | EAGLEVILLE | PA | 19403 | PUBLIC CHARITY | OFF-CYCLE FY'24 GRANT ($3,500), PROJECT HEARTH GRANT ($15,800), FA'22 GRANT - POSITIVE PARENTING PROGRAM ($22,500) | $41,800 |
| FOUNDATION FOR BOYERTOWN EDUCATION | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | IMPACT/SUSTAINABILITY GRANT | $45,500 |
| GREATER POTTSTOWN TENNIS ASSOCIATION | ||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GAME, SET, ADVANTAGE GRANT | $35,000 |
| HEALTH CARE ACCESS | ||||||
| 723 WHEATLAND STREET | PHOENIXVILLE | PA | 19460 | PRIVATE FOUNDATION | FA'22 GRANT - HEALTH PROGRAMS | $10,000 |
| HEDWIG HOUSE | ||||||
| 109 JENKINS AVENUE | LANSDALE | PA | 19446 | PUBLIC CHARITY | FA'22 GRANT- FOOD & HOUSING INSECURITY | $2,500 |
| JULIAN DORSEY FOUNDATION | ||||||
| 1014 CHERRINGTON DRIVE | HARRISBURG | PA | 17110 | PUBLIC CHARITY | SOCCER/LIFE SKILLS GRANT | $33,000 |
| LOWER POTTSGROVE TOWNSHIP | ||||||
| 2199 BUCHERT ROAD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | RINGING ROCKS PAVEMENT GRANT | $10,000 |
| MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY | ||||||
| 30 W BARNARD ST STE 1 | WEST CHESTER | PA | 19382 | PUBLIC CHARITY | OFF-CYCLE FY'23 GRANT ($4,000), HEALTHY START GRANT ($30,000) | $34,000 |
| MATERNITY CARE COALITION | ||||||
| 200 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | FA'22 GRANT - EARLY HEAD START PROGRAM | $50,000 |
| MITZVAH CIRCLE FOUNDATION | ||||||
| 2562 BOULEVARD OF THE GENERALS 100 | NORRISTOWN | PA | 19403 | PUBLIC CHARITY | CRITICAL NEEDS GRANT | $15,000 |
| MOTHER GOOSE - READ TO ME | ||||||
| 1439 S 2ND STREET | PHILADELPHIA | PA | 19147 | PUBLIC CHARITY | NEW BOOKS GRANT | $2,500 |
| NORTH COVENTRY TOWNSHIP | ||||||
| 845 S HANOVER ST | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | BOAT RAMP/KAYAK LAUNCH GRANT | $25,000 |
| OWEN J ROBERTS SCHOOL DISTRICT | ||||||
| 901 RIDGE ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | FIT FOR LIFE STRATEGIC WELLNESS PROGRAM | $70,000 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | 2023-24 HEALTH AND WELLNESS | $12,000 |
| POTTSTOWN AREA POLICE ATHLETIC LEAGUE | ||||||
| PO BOX 176 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | YOUTH SPORTS GRANT ($20,000), DEK HOCKY FACILITY GRANT ($40,000) | $60,000 |
| POTTSTOWN AREA REGIONAL RECREATION COMMITTEE | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | 2023 OFFCYCLE - 8TH TWSP ADDITION ($7,551). FA'22 GRANT - SURVEY & DEI TRAINING ($8,000), INTERACTIVE STORY - DAF GRANT ($2,750), COORD PROGRAM YR 4 ($51,306) | $69,607 |
| POTTSTOWN ATHLETIC CLUB | ||||||
| 263 KING STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | FITNESSTOWN USA, COMMUNITY SUPPORT CENTER - THE ADAPTED ADVANTAGE | $120,000 |
| POTTSTOWN CHILDREN'S DISCOVERY CENTER | ||||||
| 95 S HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SPRING 2021 MATCHING GRANT | $21,250 |
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||
| 137 WALNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FOOD ACCESS & MORE THAN FOOD COACHING & EDUCATION | $85,000 |
| POTTSTOWN FARM | ||||||
| 17 N HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN FARM (SNAP INCENTIVES, TWO BITE CLUB & OPERATION 143 PARTNERSHIP) | $30,500 |
| POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMISSION | ||||||
| PO BOX 311 | NORRISTOWN | PA | 19404 | GOVERNMENT ENTITY | FY'23 MINI GRANT MATCHING FUNDS GRANT | $100,000 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | HEALTHY SCHOOL COMMUNITIES | $83,500 |
| PRESERVATION POTTSTOWN | ||||||
| 1304 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | OFF-CYCLE GRANT -- FOOD/HOUSING SECURITY | $55,000 |
| PROJECT PURPOSE | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MENTORING PROJECT | $65,000 |
| ROYERSFORD OUTREACH | ||||||
| 350 MAIN STREET | ROYERSFORD | PA | 19468 | PUBLIC CHARITY | GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS | $25,000 |
| SALVATION ARMY | ||||||
| 137 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | JOB READINESS TRAINING AND COUNSELING | $20,000 |
| SAVE OUR LANDS SAVE OUR TOWNS ENTERPRISES INC | ||||||
| 222 CHESTNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN STREET TREES GRANT | $10,000 |
| SCHUYLKILL RIVER GREENWAY ASSOCIATION | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | POTTSTOWN OUTDOOR RECREATION HUB | $65,000 |
| SCORE MENTORS TRICOUNTY | ||||||
| 244 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | DONATION FROM DONOR ADVISED FUND | $1,000 |
| SPRING-FORD AREA SCHOOL DISTRICT | ||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | SPRING-FORD WELLNESS | $29,000 |
| ST ALOYSIUS PARISH SCHOOL | ||||||
| 220 N HANOVER STREET | POTTSTOWN | PA | 19464 | CATHOLIC SCHOOL | HONORARIUM GRANT FOR PETER GLENNON ($2,500). HEALTHY KIDS PROJECT GRANT ($2,500) | $5,000 |
| STRIVE INITIATIVE INC | ||||||
| PO BOX 1511 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FA'22 GRANT- SUSTAINABILITY ACTION PLAN II | $50,000 |
| TOWNSHIP OF UPPER POTTSGROVE | ||||||
| 1409 FARMINGTON AVENUE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | SPROGELS RUN/TRAIL - YECK FUNDS ($23,000), HOLLENBACK PARK GRANT ($25,000) | $48,000 |
| TRELLIS FOR TOMORROW | ||||||
| 35 HALL STREET SUITE 302 | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | FA'22 GRANT - HEALTHIER FUTURE | $48,000 |
| TRICOUNTY ACTIVE ADULT CENTER | ||||||
| 288 MOSER ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FA'22 GRANT - PRIME TIME HEALTH | $55,000 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | C2- COMMUNITY CAMP & LAUNCHING LEADERS ($42,000). SYSTEMS CHANGE FOR COMMUNITY COLLABORATION ($140,000), DAF GRANT ($1,000), FA'22 GRANT - C2 CAPACITY BUILDING ($15,000), ENGAGEMENT/HEALTH EQUITY GRANT ($40,000), COMMUNITY COLLABORATIVE GRANT ($150,000) | $388,000 |
| UNITED WAY OF BOYERTOWN | ||||||
| PO BOX 213 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | HOMELESS EQUITY GRANT | $25,000 |
| VISITING NURSE ASSOCIATION- COMMUNITY SERVICES INC | ||||||
| 1963 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FA'22 GRANT- PERSONAL NAVIGATOR PROGRAM | $25,000 |
| WASHINGTON TOWNSHIP | ||||||
| 120 BARTO ROAD | BARTO | PA | 19504 | GOVERNMENT ENTITY | PARK ADA ACCESS/PARKING GRANT | $20,000 |
| WONDERSPRING LEARNING CENTER | ||||||
| 150 N HANOVER ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | ENRICHMENT GRANT | $17,500 |
| YWCA TRI-COUNTY AREA | ||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COLLABORATIVE OPPORTUNITY CENTERS FOR LEADERSHIP, HEALTH & EDUCATION EQUITY ($75,000). GENERAL OPERATING/YOUTH PROGRAMMING 2023-24 ($200,000) | $275,000 |
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PLANNED GIVING GRANT | $80,000 |
| POTTSTOWN CHILDREN'S DISCOVERY CENTER | ||||||
| 95 S HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN CHILDREN'S DISCOVERY CENTER COMES TO LIFE. | $21,250 |
| COMMUNITY FIRST DEVELOPMENT CORP | ||||||
| 201 N HANOVER ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | YOUTH BY DESIGN GRANT | $2,000 |
| HEARTS OF HUMANITY COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 127 WALNUT STREET SUITE 2 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FA'22 GRANT - HEALTHY PLATES FROM THE GARDEN | $2,500 |
| PENN PLAYMAKERS INC | ||||||
| 320 S 16TH STREET | READING | PA | 19602 | AAU ORGANIZATION | BERKS WARRIORS GRANT | $5,000 |
| MONTCO ANTI-HUNGER NETWORK | ||||||
| PO BOX 1086 | LANSDALE | PA | 19446 | PUBLIC CHARITY | FOOD PANTRIES GRANT | $10,000 |
| BIRDSBORO COMMUNITY MEMORIAL CENTER | ||||||
| 201 E MAIN STREET | BIRDSBORO | PA | 19508 | PUBLIC CHARITY | GYMNASIUM REPAIRS GRANT | $25,000 |
| ORION COMMUNITIES INC | ||||||
| 237 BRIDGE ST 1ST FLOOR | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | FA'22 GRANT - BRIDGE CASE MANAGEMENTN AND DIRECT AID | $25,000 |
| SOUL SAVING OUR UNDERPRIVILEGED LIVES | ||||||
| 72 MACI WAY | READING | PA | 19606 | PUBLIC CHARITY | FA'22 GRANT- BREAKING THE CYCLE | $25,000 |
| VISION TO LEARN | ||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | FA'22 GRANT- ACCESS TO VISION CARE FOR POTTSTOWN SCHOOL DISTRICT STUDENTS | $30,000 |
| VICTIMS SERVICES CENTER OF MONTGOMERY COUNTY | ||||||
| 325 SWEDE STREET 2ND FLOOR | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | CARE FOR KIDS GRANT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,928,037 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BROOKSIDE MONTESSORI | ||||||
| 1075 ROUTE 100 | BECHTELSVILLE | PA | 19505 | SCHOOL | B-WELL PROGRAM GRANT | $3,500 |
| ACLAMO | ||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | EMERGENCY OFFCYCLE GRANT FY'23 | $10,000 |
| EAST COVENTRY TOWNSHIP PARKS AND RECREATION | ||||||
| 855 ELLIS WOODS ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | TOW PATH GRANT - YECK FUNDS | $25,000 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | HEALTH/WELLNESS GRANT | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $108,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,891,932 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,502,512 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $42,305 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,394,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $42,305 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,436,749 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | THESE FEES HELP TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT | CategoryTxt |
| Amt | $24,750 | Amt |
| Net Investment Income | $4,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $69,021,995 | EOYBookValueAmt |
| EOYFMV | $69,021,995 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,287,546 | BookValueAmt |
| EOYFMV | $1,287,546 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $46,980 | LegalFeesAmt |
| Net Investment Income | $46,980 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSET | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $485,878 | EOYBookValueAmt |
| EOYFMV | $485,878 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $987 | $197 | $737 |
| COMMUNICATION AND EDUCATIONAL PROGRAMS | $85,570 | $17,114 | $68,456 |
| OFFICE EXPENSE | $13,016 | $2,603 | $10,475 |
| DUES AND MEMBERSHIPS | $25,055 | $5,011 | $20,044 |
| INSURANCE | $22,261 | $4,452 | $17,808 |
| POSTAGE | $1,928 | $386 | $1,542 |
| WEBSITE LINK AND MAINTENANCE FEES | $2,342 | $468 | $1,874 |
| EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE | $92,499 | $18,500 | $73,999 |
| MISCELLANEOUS | $41,962 | $8,392 | $0 |
| PROGRAM EXPENSES | $122,292 | $0 | $122,292 |
| NONPROFIT EVENTS SUPPORT | $19,500 | $0 | $19,500 |
| ACCOUNTING CARRYOVER | $12,250 | $0 | $0 |
| PENSION PLAN - PMMC | $38,842 | $0 | $0 |
| SEMINAR EXPENSE | $24,566 | $0 | $24,566 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $42,305 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $42,305 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $2,118,722 |
| PENSION BENEFIT - NONOPERATING INCOME | $2,622,157 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PENSION EXPENSE | $14,068,455 | $10,471,822 |
| LEASE LIABILITY | $0 | $490,288 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $268,871 | $53,774 | $215,096 |
| INVESTMENT MANAGEMENT AND ADVISORY FEES | $118,339 | $118,339 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $37,070 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |