CEDARCREST CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CEDARCREST CHARITABLE FOUNDATION (EIN 27-3420282)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-15
- IRS object ID
- 202242589349100809
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-15T14:54:09-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273420282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Cedarcrest Charitable Foundation aka | BusinessNameLine1Txt |
| Business Name Line2 | BLBB Charitable | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLIFFORD P HAUGEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLIFFORD P | PersonFirstNm |
| Person Last | HAUGEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,049,874 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $543 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $543 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $800,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $800,031 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,113,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,891,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,181,458 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58,592 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,973,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,982,032 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $404,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $186,564 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $217,479 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,300 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,641 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,641 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,350 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,350 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $137,317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $90,207 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $556,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $310,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,009,796 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,009,796 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,566,447 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,320,473 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,407,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,795,360 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $380,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,288,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,288,465 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $35,613,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,038,304 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,317,815 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,238,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,443,594 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,443,594 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,231,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,770,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,049,874 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $38,231,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,770,363 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,231,858 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,770,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,231,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,770,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,231,858 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,407,485 | ExcessRevenueOverExpensesAmt |
| Other Increases | $131,020 | OtherIncreasesAmt |
| Subtotal | $39,770,363 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,770,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $10,891,069 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,709,611 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,181,458 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,181,458 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,181,458 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,756 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $52,756 | SubtotalAmt |
| Tax Based On Investment Income | $52,756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,397 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $41,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $53,897 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,141 | OverpaymentAmt |
| Applied To ES Tax | $1,141 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Laura W Brewer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Diana Loukedis Doherty | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Clifford Haugen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| W Dean Karrash | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| John T Lawton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLB&B Holdings LLC | |||||
| PO Box 1010 | Montgomeryville | PA | 18936 | Philanthropic | $205,794 |
| BLB&B Advisors LLC | |||||
| PO Box 1010 | MONTGOMERYVILLE | PA | 18936 | Investment MGMT | $186,564 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $72,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,768,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $373,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,326,680 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,468,903 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,468,903 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $772,034 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,696,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,534,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,534,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,756 | TotalTaxAmt |
| Distributable Before Adj | $2,482,087 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,482,087 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,482,087 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,320,473 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,320,473 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,482,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,561,894 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $2,320,473 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,561,894 | AppliedToYear1Amt |
| Applied To Current Year | $758,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,723,508 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Foundation Source | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | THUETE@foundationsource.com | RecipientEmailAddressTxt |
| Form And Info And Materials | HTTPS://BLBB.COM/CHARITABLE/#GRANTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HTTPS://BLBB.COM/CHARITABLE/#GRANTS | SubmissionDeadlinesTxt |
| Restrictions On Awards | BLBB CHARITABLE SUPPORTS INITIATIVES THAT HELP PEOPLE DISCOVER THEIR TRUE AND FULL POTENTIAL THROUGH EDUCATIONAL AND LEADERSHIP OPPORTUNITIES MAINLY IN THE GREATER PHILADELPHIA REGION. BLBB CHARITABLE ALSO PROMOTES THE CHARITABLE GIVING AND COMMUNITY SERVICE EFFORTS OF THE PARTNERS AND EMPLOYEES OF BLB&B ADVISORS, LLC BY PROVIDING MATCHING FUND AND VOLUNTEER INCENTIVE GRANTS FOR COMMUNITY LEADERSHIP. BLBB CHARITABLE DOES NOT ACCEPT UNSOLICITED FULL PROPOSALS, BUT FOR INFORMATION ABOUT SUBMISSION OF LETTERS OF INTENT AND ADDITIONAL INFORMATION ABOUT GIVING AREAS, PLEASE GO TO: HTTPS://BLBB.COM/CHARITABLE/. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (189 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1812 PRODUCTIONS INC | |||||||
| 2329 S 3RD ST | PHILADELPHIA | PA | 19148 | N/A | PC | General & Unrestricted | $1,000 |
| A WOMANS PLACE | |||||||
| PO BOX 299 | DOYLESTOWN | PA | 18901 | N/A | PC | KPI Cohort Project | $2,000 |
| ABINGTON MEMORIAL HOSPITAL FOUNDATION | |||||||
| 1101 MARKET ST SUITE 2004 | PHILADELPHIA | PA | 19107 | N/A | PC | General Support Fund | $500 |
| ACHIEVEABILITY | |||||||
| 21 SOUTH 61ST ST | PHILADELPHA | PA | 19139 | N/A | PC | General Support fund | $2,000 |
| ACHIEVEABILITY | |||||||
| 21 SOUTH 61ST ST | PHILADELPHA | PA | 19139 | N/A | PC | Family Self-Sufficiency Program | $25,000 |
| ACT II PLAYHOUSE LTD | |||||||
| 56 E BUTLER AVE | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $1,000 |
| ALL HALLOWS EPISCOPAL CHURCH | |||||||
| 262 BENT RD | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $5,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE STE 1700 | CHICAGO | IL | 60601 | N/A | PC | General Support fund | $800 |
| AMBLER THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support fund | $200 |
| ARCHBISHOP RYAN HIGH SCHOOL | |||||||
| 11201 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | The Boccella Family Scholarship Fund | $3,000 |
| ASIAN AMERICANS ADVANCING JUSTICE-ASIAN LAW CAUCUS | |||||||
| 55 COLUMBUS AVE | SAN FRANCISCO | CA | 94111 | N/A | PC | General Support fund | $206 |
| BETHESDA PROJECT | |||||||
| 1630 S ST | PHILADELPHIA | PA | 19146 | N/A | PC | General Support fund | $200 |
| BOWDOIN COLLEGE | |||||||
| 4100 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | PC | Walter Cranston Brewer Fund | $3,000 |
| BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC | |||||||
| 1635 RIVER RD | NEW HOPE | PA | 18938 | N/A | PC | Bowman's Hill Wildflower Preserve Strategic Planning | $12,500 |
| BREAKTHROUGH BIKE CHALLENGE | |||||||
| 14 W HIGHLAND AVE | PHILADELPHIA | PA | 19118 | N/A | PC | General Support fund | $500 |
| BRIDGE OF HOPE INC | |||||||
| PO BOX 304 | EXTON | PA | 19341 | N/A | PC | KPI Cohort Project | $2,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Bucknell Accounting and Financial Management (ACFM) | $8,000 |
| BUCKS COUNTY CHORAL SOCIETY INC | |||||||
| PO BOX 702 | DOYLESTOWN | PA | 18901 | N/A | PC | Fall Concerts Fund 2019, 2020, 2021 | $6,500 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Experiential Learning Academy at Mercer Museum & Fonthill Castle | $15,000 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $5,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support fund | $2,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Economic Self-Sufficiency Program | $25,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | General & Unrestricted | $15,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $1,000 |
| BUCKS-MONT COLLABORATIVE | |||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | N/A | PC | General & Unrestricted | $15,000 |
| BUILDING A BRIDGE TO UGANDA | |||||||
| 2617 HUNTINGDON PIKE | HUNTINGDON VY | PA | 19006 | N/A | PC | General Support fund | $2,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | General Support fund | $2,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | General & Unrestricted | $5,000 |
| CAMP TECUMSEH | |||||||
| 17 CAMP HUCKINS RD | MOULTONBORO | NH | 03254 | N/A | PC | General & Unrestricted | $5,000 |
| CARROLL COUNTY YMCA-CAMP HUCKINS | |||||||
| 17 CAMP HUCKINS RD | FREEDOM | NH | 03836 | N/A | PC | Annual Camper Scholarship Fund and Annual Fund | $4,000 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 100 SOUTH BROAD ST SUITE 1200 | PHILADELPHIA | PA | 19110 | N/A | PC | Professional Development Support for Strategic Plan Implementation | $7,500 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 100 SOUTH BROAD ST SUITE 1200 | PHILADELPHIA | PA | 19110 | N/A | PC | Charitable Events | $10,000 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 100 SOUTH BROAD ST SUITE 1200 | PHILADELPHIA | PA | 19110 | N/A | PC | KPI Cohort Project | $2,000 |
| CHILDRENS MIRACLE NETWORK | |||||||
| 205 W 700 S | SALT LAKE CTY | UT | 84101 | N/A | PC | General Support fund | $270 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General Support fund | $1,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $39,500 |
| COMMUNITY VOLUNTEERS IN MEDICINE INC | |||||||
| 300 LAWRENCE DR STE B | WEST CHESTER | PA | 19380 | N/A | PC | General Support fund | $2,000 |
| CONSUMER CREDIT COUNSELING SERVICE OF DELAWARE VAL | |||||||
| 1635 MARKET ST | PHILADELPHIA | PA | 19103 | N/A | PC | Montgomery County Financial Empowerment Center Expansion | $50,000 |
| COUNTY THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | expansion project: external sidewalk star | $5,000 |
| CRADLE OF HOPE INC | |||||||
| 1657 THE FAIRWAY 140 | JENKINTOWN | PA | 19046 | N/A | PC | General Support fund | $1,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | General Support fund | $1,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | Horizons at Cristo Rey | $15,000 |
| DELTA COMMUNITY SUPPORTS INC | |||||||
| 1777 SENTRY PKWY W STE 400 | BLUE BELL | PA | 19422 | N/A | PC | General & Unrestricted | $5,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST | PHILADELPHIA | PA | 19122 | N/A | PC | Young Leaders Committee | $1,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST | PHILADELPHIA | PA | 19122 | N/A | PC | Snider Hockey After School Excellence Program | $25,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST | PHILADELPHIA | PA | 19122 | N/A | PC | KPI Cohort Project | $2,000 |
| EVERY GOOD GIFT | |||||||
| PO BOX 541 | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $5,000 |
| FAMILIES BEHIND THE BADGE CHILDRENS FOUNDATION | |||||||
| 555 E N LN STE 6060 | CONSHOHOCKEN | PA | 19428 | N/A | PC | Charitable Event | $7,500 |
| FAMILY PROMISE MONTCO PA | |||||||
| 31 S SPRING GARDEN ST | AMBLER | PA | 19002 | N/A | PC | Charitable Event | $2,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| PO BOX 17408 | DENVER | CO | 80217 | N/A | PC | General Support fund | $1,000 |
| FIRST UNITED CHURCH OF CHRIST | |||||||
| 151 S 4TH ST | QUAKERTOWN | PA | 18951 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS COUNCIL ON EDUCATION | |||||||
| 1507 CHERRY ST | PHILADELPHIA | PA | 19102 | N/A | PC | INSTITUTIONAL STRATEGY + ECONOMICS OF MULTI-CAMPUS INDEPENDENT SCHOOLS: IDENTIFYING STRATEGIC MODELS AND SCHOOLS THAT SUCCEED | $56,667 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | General Support fund | $2,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Charitable Event | $4,500 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Key Performance Indicator Cohort Project | $2,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Board Service Leadership | $5,000 |
| FRIENDS OF FATHER JUDGE HIGH SCHOOL INC | |||||||
| 3301 SOLLY AVE | PHILADELPHIA | PA | 19136 | N/A | PC | Career and Technical Programs | $3,000 |
| FRIENDS OF LAUREL HILL AND WEST LAUREL HILL CEMETE | |||||||
| 3822 RIDGE AVE | PHILADELPHIA | PA | 19132 | N/A | PC | General Support fund | $500 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | financial aid support for GOTR participants in local schools | $7,500 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | GOTR Expansion into the Norristown School District | $7,500 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $2,500 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | Charitable Event | $3,000 |
| GWYNEDD-MERCY ACADEMY | |||||||
| 1345 SUMNEYTOWN PIKE | GWYNEDD VALLEY | PA | 19437 | N/A | PC | Expanded Girls Leadership Curriculum | $10,000 |
| HAVERFORD SCHOOL | |||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | N/A | PC | General Support fund | $5,000 |
| HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA | |||||||
| 600 CHESTNUT ST STE 500B | PHILADELPHIA | PA | 19106 | N/A | PC | General Support fund | $500 |
| HOLY GHOST PREPARATORY SCHOOL | |||||||
| 2429 BRISTOL PIKE | BENSALEM | PA | 19020 | N/A | PC | General Support fund | $200 |
| HOLY TRINITY EVANGELICAL LUTHERAN CHURCH | |||||||
| 2086 PARKVIEW AVE | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $5,000 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL RD STE 400 | BROOMALL | PA | 19008 | N/A | PC | KPI Project Cohort | $2,000 |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL RD STE 400 | BROOMALL | PA | 19008 | N/A | PC | Empower Mentoring Program | $5,000 |
| JUNIATA COLLEGE | |||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | N/A | PC | General & Unrestricted | $2,000 |
| JUNIOR LEAGUE OF PHILADELPHIA INC | |||||||
| 27 W LANCASTER AVE | ARDMORE | PA | 19003 | N/A | PC | General & Unrestricted | $1,000 |
| KELLY ANNE DOLAN MEMORIAL FUND | |||||||
| 580 VIRGINIA DR STE 110 | FT WASHINGTON | PA | 19034 | N/A | PC | General Support fund | $2,900 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | General Support fund | $200 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | Dinner Dance Fund, David Program, Secret Santa Fund (St. Christopher Hospital) and Degrees Program | $5,000 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | General & Unrestricted | $1,000 |
| LARIMORE COMMUNITY MUSEUM AND HISTORICAL ASSOCIATI | |||||||
| PO BOX 524 | LARIMORE | ND | 58251 | N/A | PC | General & Unrestricted | $5,000 |
| LIBERTY LUTHERAN SERVICES | |||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $5,000 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Ms. Kate Reardon Scholarship Fund | $2,000 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Innovation Lab | $15,000 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Innovation Lab project | $10,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Charitable Event | $4,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | General Support fund | $10,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | General & Unrestricted | $25,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Professional Development Fund | $25,000 |
| MERCY VOCATIONAL HIGH SCHOOL SISTERS OF MERCY - ME | |||||||
| 2900 W HUNTING PARK AVE | PHILADELPHIA | PA | 19129 | N/A | PC | General & Unrestricted | $2,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General Support fund | $200 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | General Support fund | $5,000 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | General & Unrestricted | $5,000 |
| MIGHTY WRITERS | |||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | N/A | PC | General Support fund | $500 |
| MINERVA INSTITUTE FOR RESEARCH AND SCHOLARSHIP | |||||||
| 1145 MARKET ST 9TH FLOOR | SAN FRANCISCO | CA | 94103 | N/A | PC | Scholarship Fund for undergraduate students as part of the need-based financial aid program of the University (see general explanation) | $356,890 |
| MINERVA INSTITUTE FOR RESEARCH AND SCHOLARSHIP | |||||||
| 1145 MARKET ST 9TH FLOOR | SAN FRANCISCO | CA | 94103 | N/A | PC | scholarship Fund for undergraduate students as part of the need-based financial aid program of the University | $18,110 |
| MONTGOMERY COUNTY FOUNDATION INC | |||||||
| 4 SENTRY PKWY STE 302 | BLUE BELL | PA | 19422 | N/A | PC | Montco Emergency Disaster Relief Fund | $5,000 |
| MOUNT SAINT JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | Mount Crew Program; Mount Crew Program - Franklin Award; and Mount Fund - In memory of Sister Kathleen Brabson | $8,500 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | N/A | PC | General Support fund | $208 |
| NATIONAL YOUTH SCIENCE FOUNDATION | |||||||
| 1 CLAY SQ | CHARLESTON | WV | 25301 | N/A | PC | General & Unrestricted | $2,000 |
| NEW LIFE PRESBYTERIAN CHURCH OF GLENSIDE | |||||||
| 467 N EASTON RD | GLENSIDE | PA | 19038 | N/A | PC | General Support fund | $4,800 |
| NEWTOWN ROCK SOFTBALL ASSOCIATION | |||||||
| PO BOX 756 | NEWTOWN | PA | 18940 | N/A | PC | General & Unrestricted | $1,000 |
| NIAGARA UNIVERSITY | |||||||
| PO Box 2008 | NIAGARA UNIVERSITY | NY | 14109 | N/A | PC | General Support fund | $200 |
| NORRISTOWN ZOOLOGICAL SOCIETY | |||||||
| 1661 HARDING BLVD | NORRISTOWN | PA | 19401 | N/A | PC | Charitable Event | $2,500 |
| NORRISTOWN ZOOLOGICAL SOCIETY | |||||||
| 1661 HARDING BLVD | NORRISTOWN | PA | 19401 | N/A | PC | General Support fund | $400 |
| OPEN HEARTH INC | |||||||
| 101 N MAIN ST NO A-1 | SPRING CITY | PA | 19475 | N/A | PC | General & Unrestricted | $2,500 |
| PEGASUS THERAPEUTIC RIDING ACADEMY INC | |||||||
| 8297 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | N/A | PC | General Support fund | $200 |
| PENNSYLVANIA CPA FOUNDATION | |||||||
| 1801 MARKET ST STE 2400 | PHILADELPHIA | PA | 19103 | N/A | SO I | General & Unrestricted | $5,000 |
| PENNSYLVANIA SOCIETY OF SONS OF THE REVOLUTION | |||||||
| 121 S BROAD ST STE 1910 | PHILADELPHIA | PA | 19107 | N/A | EOF | General Support fund | $250 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Community Educational Center | $50,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Ecological Internship Program | $20,000 |
| PHILADELPHIA ANIMAL WELFARE SOCIETY | |||||||
| 100 N 2ND ST | PHILADELPHIA | PA | 19106 | N/A | PC | General Support fund | $2,000 |
| PHILADELPHIA FUTURES | |||||||
| 123 SOUTH BROAD ST STE 850 | PHILADELPHIA | PA | 19109 | N/A | PC | General Support fund | $500 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $20,000 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 230 SOUTH BROAD ST SUITE 402 | PHILADELPHIA | PA | 19102 | N/A | PC | Greater Philadelphia Extracurricular Collaborative (GPEC) | $5,000 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 230 SOUTH BROAD ST SUITE 402 | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $10,000 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | General & Unrestricted | $5,000 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | General Support fund | $4,000 |
| PLANNED PARENTHOOD SOUTHEASTERN PA | |||||||
| 1144 LOCUST ST | PHILADELPHIA | PA | 19107 | N/A | PC | General Support fund | $200 |
| PRESBYTERIAN CHURCH OF CHESTNUT HILL | |||||||
| 8855 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Cindy Jarvis Endowment Fund | $5,000 |
| REBUILDING TOGETHER PHILADELPHIA | |||||||
| PO BOX 42752 | PHILADELPHIA | PA | 19101 | N/A | PC | General Support fund | $1,200 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | General Support fund | $5,000 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $5,000 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | General Support Fund | $5,000 |
| RIVERWOOD THERAPEUTIC RIDING CENTER INC | |||||||
| 6825 ROLLING VIEW DR | TOBACCOVILLE | NC | 27050 | N/A | PC | General Support fund | $2,000 |
| ROBERT JAMES LEONARD FOUNDATION INC | |||||||
| PO BOX 1138 | DOYLESTOWN | PA | 18901 | N/A | PC | KPI Cohort Project | $2,000 |
| SHARING FOUNDATION | |||||||
| PO BOX 600 | CONCORD | MA | 01742 | N/A | PC | General & Unrestricted | $2,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | General Support Fund | $5,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | to be applied toward the cost of the merger of Silver Springs - Martin Luther School and TheVillage | $75,000 |
| SPRINGSIDE CHESTNUT HILL ACADEMY | |||||||
| 500 W WILLOW GROVE AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Horizons SCH | $10,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General & Unrestricted | $25,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General & Unrestricted | $1,000 |
| ST MARTHAS ROMAN CATHOLIC CHURCH | |||||||
| 11301 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | STREAM Program | $5,000 |
| ST THOMAS CHURCH WHITEMARSH | |||||||
| 7020 CAMP HILL RD | FORT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $1,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | KPI Cohort Project | $2,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | Charitable Event | $5,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | General & Unrestricted | $20,000 |
| SUITE DREAMS | |||||||
| 470 WOLF VIEW CV | CORDOVA | TN | 38018 | N/A | PC | General & Unrestricted | $1,000 |
| TEMPLE UNIVERSITY | |||||||
| TASB 3RD FL 1852 N 10TH ST | PHILADELPHIA | PA | 19122 | N/A | PC | Athletic Fund for Men's Crew | $700 |
| THE CENTER FOR AQUATIC SCIENCES INC | |||||||
| 1 RIVERSIDE DR | CAMDEN | NJ | 08103 | N/A | PC | General Support fund | $500 |
| THE CENTER FOR LOSS AND BEREAVMENT | |||||||
| PO BOX 1299 | SKIPPACK | PA | 19474 | N/A | PC | General Support fund | $1,000 |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | N/A | PC | General Support fund | $200 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | General Support fund | $2,500 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | General support fund | $5,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | BLBB Charitable CFP Scholarship Fund at Temple University Fall 2021 semester | $16,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | BLBB Charitable CFP Scholarship Fund at Temple University, Spring 2021 semester | $16,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | General & Unrestricted (see general explanation) | $160,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | BLBB Charitable CFP Scholarship Fund at Temple University, SY2021-22 | $16,000 |
| THE GIRLS FRIENDLY SOCIETY IN THE DIOCESE OF PENNS | |||||||
| 644 HUGHES ST | CAPE MAY | NJ | 08204 | N/A | PC | General Support fund | $3,000 |
| THE MALVERN RETREAT HOUSE | |||||||
| 315 S WARREN AVE PO BOX 315 | MALVERN | PA | 19355 | N/A | PC | General Support fund | $1,000 |
| THE NAVIGATORS | |||||||
| PO BOX 6079 | ALBERT LEA | MN | 56007 | N/A | PC | General Support fund | $820 |
| THE PHILADELPHIA EDUCATION FUND | |||||||
| 1709 BENJAMIN FRANKLIN PWY STE 7 | PHILADELPHIA | PA | 19103 | N/A | PC | KPI Cohort Project | $2,000 |
| THE PHOENIXVILLE JAYCEES FOUNDATION | |||||||
| 8 GAY ST | PHOENIXVILLE | PA | 19460 | N/A | PC | General Support fund | $200 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | GAXP- Experiential Learning Program | $25,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $18,000 |
| THE UNION LEAGUE LEGACY FOUNDATION | |||||||
| 140 S BROAD ST | PHILADELPHIA | PA | 19102 | N/A | PC | General Support fund | $1,200 |
| THEATRE PHILADELPHIA | |||||||
| 1315 WALNUT ST | PHILADELPHIA | PA | 19107 | N/A | PC | General Support fund | $500 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Ambassador Course: Online training and Communication platform | $25,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $5,000 |
| TRICOUNTY COMMUNITY NETWORK INC | |||||||
| 724 N ADAMS ST SUITE 203 | POTTSTOWN | PA | 19464 | N/A | PC | General & Unrestricted | $2,500 |
| TRUSTEES OF COLUMBIA UNIVERSITY Department of Ped | |||||||
| 516 W 168TH ST FL 3 | NEW YORK | NY | 10032 | N/A | PC | General Support fund | $200 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST 433 FRANKLIN BLDG | PHILADELPHIA | PA | 19104 | N/A | PC | Jerome Fisher Program in Management & Technology | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - PENN | |||||||
| 3535 MARKET ST SUITE 750 | PHILADELPHIA | PA | 19104 | N/A | PC | General Support fund | $500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | N/A | PC | Penn Football Program for 2019-2021 | $2,500 |
| TURNING POINTS FOR CHILDREN | |||||||
| 415 S 15TH ST | PHILADELPHIA | PA | 19146 | N/A | PC | Charitable Event | $2,500 |
| UNIVERSITY OF MARY WASHINGTON FOUNDATION | |||||||
| JEPSON ALUMNI EXECUTIVE CTR 1119 HA | FREDERICKSBURG | VA | 22401 | N/A | PC | General Support fund | $200 |
| UNIVERSITY OF SAINT KATHERINE | |||||||
| 277 RANCHEROS DR STE 200 | SAN MARCOS | CA | 92069 | N/A | PC | General Support fund | $200 |
| UPPER DUBLIN EDUCATION FOUNDATION | |||||||
| 1580 FORT WASHINGTON AVE | MAPLE GLEN | PA | 19002 | N/A | PC | General Support fund | $200 |
| VANDERBILT UNIVERSITY | |||||||
| PMB 407727 2301 VANDERBILT PL | NASHVILLE | TN | 37240 | N/A | PC | Vanderbilt Law School | $10,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE BOX 725 | POUGHKEEPSIE | NY | 12604 | N/A | PC | General Support fund | $2,800 |
| VETERANS MONUMENT FOUNDATION OF WHITEMARSH | |||||||
| PO BOX 616 | LAFAYETTE HL | PA | 19444 | N/A | PC | 12x12 Paver Fund Honoring Founder's Service | $1,000 |
| VISITATION BLESSED VIRGIN MARY PARISH | |||||||
| 196 N TROOPER RD | NORRISTOWN | PA | 19403 | N/A | PC | General Support fund | $4,000 |
| WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY | |||||||
| 4000 FOXHOUND DR | LAFAYETTE HL | PA | 19444 | N/A | PC | Charitable Event | $500 |
| WHITEMARSH FOUNDATION | |||||||
| PO BOX 538 | LAFAYETTE HL | PA | 19444 | N/A | PC | Charitable Event | $5,000 |
| WHY NOT PROSPER INC | |||||||
| 717 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | N/A | PC | General & Unrestricted | $10,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General Support fund | $4,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General & Unrestricted | $10,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Alumni Relations and Student Education on Finance and Philanthropy | $147,375 |
| Wissahickon High School | |||||||
| 521 HOUSTON RD | Ambler | PA | 19002 | N/A | GOV | Jeff Madden Scholarship Fund | $1,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | Four Mills Barn Renovation Fund | $50,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | Education & Engagement Programs | $25,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $5,000 |
| WOMEN AGAINST ABUSE INC | |||||||
| 100 S BROAD ST STE 1341 | PHILADELPHIA | PA | 19110 | N/A | PC | General Support fund | $300 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | Financial Stability Program | $35,000 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | Board Service Leadership Fund | $5,000 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | KPI Cohort Project | $2,000 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | General Support fund | $1,500 |
| WOMENS WAY | |||||||
| 123 S BROAD ST STE 1320 | PHILADELPHIA | PA | 19109 | N/A | PC | Financial Coaching Program | $50,000 |
| WYNCOTE CHURCH HOME | |||||||
| 208 FERNBROOK AVE | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $1,000 |
| WYNDCROFT SCHOOL | |||||||
| 1395 WILSON ST | POTTSTOWN | PA | 19464 | N/A | PC | Annual Fund; Endowment Fund; and Faculty Professional Development Fund | $11,000 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | Charitable Event | $2,500 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | General Support fund | $7,100 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | Liberty Region | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,009,796 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $543 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $800,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,113,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM LIFE INSURANCE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $58,592 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,972,432 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,972,432 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Laura W Brewer |
| *LAURA W BREWER, VICE PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2021, THE FOUNDATION PAID $186,564 FOR INVESTMENT MANAGEMENT Services AND $205,794 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| Clifford Haugen |
| *CLIFFORD HAUGEN, PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2021, THE FOUNDATION PAID $186,564 FOR INVESTMENT MANAGEMENT Services AND $205,794 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| W Dean Karrash |
| *W DEAN KARRASH, VICE PRESIDENT/DIRECTOR/SECRETARY OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS the CFO and a MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2021, THE FOUNDATION PAID $186,564 FOR INVESTMENT MANAGEMENT Services AND $205,794 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| John T Lawton |
| *JOHN T LAWTON, VICE PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS THE CEO and A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2021, THE FOUNDATION PAID $186,564 FOR INVESTMENT MANAGEMENT Services AND $205,794 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 25 AND PART XIV LINE 3A | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 AND PART XIV LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $510,117 TOTAL BOOK VALUE OF PROPERTY: $379,097 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $510,117 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $131,020 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: SCHWAB US MID CAP UNITS: 1,970 DATE OF DISTRIBUTION: 5/5/2021 GRANT RECIPIENT: THE ELLIS FOUNDATION FMV OF PROPERTY: $153,227 BOOK VALUE OF PROPERTY: $112,669 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $153,227 DESCRIPTION OF PROPERTY: ISHARE SP SMALL CAP 600 INDEX FD UNITS: 3,160 DATE OF DISTRIBUTION: 10/29/2021 GRANT RECIPIENT: MINERVA INSTITUTE FOR RESEARCH AND SCHOLARSHIP FMV OF PROPERTY: $356,890 BOOK VALUE OF PROPERTY: $266,428 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $356,890 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $186,586 | $460,629 |
| AMAZON COM | $405,038 | $490,148 |
| AMERICAN TOWER REIT INC | $220,797 | $319,118 |
| APPLE INC | $241,122 | $924,785 |
| BARCLAYS BK PLC IPATH ETN | $2,488,990 | $2,594,766 |
| BLACKROCK INC | $110,419 | $220,650 |
| CHARLES SCHWAB CORP | $316,053 | $327,990 |
| CHEVRON CORP | $303,587 | $379,158 |
| COMCAST CORP | $335,220 | $376,972 |
| COSTCO WHOLESALE CORPORATION | $102,036 | $242,408 |
| CSX CORP | $151,279 | $236,730 |
| CVS CAREMARK CORP | $222,775 | $306,798 |
| D R HORTON | $91,696 | $272,101 |
| DANAHER CORP | $106,454 | $338,222 |
| DEERE CO | $205,610 | $242,766 |
| ECOLAB INC | $235,036 | $266,260 |
| FORD MOTOR COMPANY | $170,876 | $289,783 |
| ISHARE SP SMALL CAP 600 INDEX | $6,704,687 | $9,963,400 |
| JOHNSON & JOHNSON | $283,359 | $337,008 |
| JP MORGAN CHASE | $268,509 | $399,834 |
| JP MORGAN ULTRA SHORT INCOME E | $427,021 | $424,789 |
| MCDONALD'S CORP | $215,446 | $276,916 |
| MICROSOFT CORP | $397,612 | $913,109 |
| NEXTERA ENERGY, INC | $173,998 | $343,098 |
| NVIDIA CORP | $53,608 | $389,990 |
| PAYPAL HOLDINGS, INC | $539,526 | $386,212 |
| PNC FINANCIAL GROUP INC | $174,979 | $257,869 |
| PROCTER GAMBLE CO | $177,466 | $282,012 |
| QUALCOMM INC | $325,316 | $409,812 |
| S&P GLOBAL INC COM | $148,008 | $279,383 |
| SCHLUMBERGER LTD | $228,998 | $205,158 |
| SCHWAB US MID CAP | $7,699,255 | $11,547,736 |
| SHERWIN-WILLIAMS CO | $116,058 | $177,841 |
| STRYKER CORPORATION | $224,382 | $322,241 |
| TARGET CORPORATION | $55,893 | $186,772 |
| TRANE TECHNOLOGIES PLC | $136,755 | $191,322 |
| TYSON FOODS INC CL A | $170,620 | $228,446 |
| VANGUARD FTSE DEVELOPED MARKET | $2,135,543 | $2,479,933 |
| VANGUARD FTSE EMERGING MARKETS | $8,718,759 | $9,774,433 |
| VISA INC | $251,287 | $358,005 |
| WALT DISNEY HOLDINGS CO | $260,009 | $368,019 |
| WASTE MANAGEMENT INC | $149,304 | $217,471 |
| ZOETIS INC | $108,332 | $307,722 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LIFE INSURANCE - AG #A10127585 | $154,647 | $154,647 |
| LIFE INSURANCE - LINCOLN #6590 | $351,283 | $351,283 |
| LIFE INSURANCE - NY LIFE #4541 | $1,807,164 | $1,807,164 |
| MINERVA PROJECT, INC | $130,500 | $130,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $72,450 | $72,450 | |
| Bank Charges | $108 | $108 | |
| Foundation Dues & Memberships | $8,530 | $8,530 | |
| Indemnification Insurance | $1,187 | $1,187 | |
| Life Insurance Premium | $47,002 | ||
| OFFICE SUPPLIES | $5,004 | $5,004 | |
| Postage/Delivery Service | $11 | $11 | |
| State or Local Filing Fees | $25 | $25 | |
| TRAINING & PROFESSIONAL DEV | $3,000 | $3,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Life Insurance | Desc |
| Revenue And Expenses Per Books | $58,592 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $131,020 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $186,564 | $186,564 | |
| PHILANTHROPIC CONSULTIND SRVCS | $211,294 | $211,294 | |
| Website Development | $6,185 | $6,185 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2021 | CategoryTxt |
| Amt | $12,300 | Amt |