CEDARCREST CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CEDARCREST CHARITABLE FOUNDATION (EIN 27-3420282)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-11
- IRS object ID
- 202401939349100130
- Schema version
- 2023v5.1
- 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 Govt Obligations Sch
- 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 | 2024-07-11T15:39:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 HAUGEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLIFFORD | PersonFirstNm |
| Person Last | HAUGEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | 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 | 2023 | 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 | $46,429,697 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,144 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,144 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $712,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $712,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,429,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,634,838 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,429,764 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,912 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,195,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,151,526 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $389,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $161,457 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $227,602 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,200 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $7,113 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,113 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $161,378 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $88,123 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $570,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $161,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $322,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,732,988 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,730,689 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,303,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $161,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,053,527 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $891,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,990,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $639,416 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,147,781 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,147,781 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $588,669 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $293,977 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $298,478 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $35,107,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,860,694 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,302,799 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,646,790 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,680,639 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,680,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,981,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,983,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,429,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $38,981,993 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,983,091 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,981,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,983,091 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,981,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,983,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,981,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $891,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $109,398 | OtherIncreasesAmt |
| Subtotal | $39,983,091 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,983,091 | 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 | $23,634,838 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,205,074 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,429,764 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,429,764 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,429,764 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,562 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,562 | SubtotalAmt |
| Tax Based On Investment Income | $41,562 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,384 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $42,184 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $602 | OverpaymentAmt |
| Applied To ES Tax | $602 | 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 | $225,417 |
| BLB&B Advisors LLC | |||||
| PO BOX 1010 | MONTGOMERYVILLE | PA | 18936 | Investment MGMT | $161,457 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $75,375 |
| 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 | $40,652,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $544,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,680,639 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,877,442 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,877,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $658,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,219,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,160,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,160,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,562 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,562 | TotalTaxAmt |
| Distributable Before Adj | $2,119,402 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,119,402 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,119,402 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,053,527 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,299 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,055,826 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,119,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,583,430 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $2,055,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,583,430 | AppliedToYear1Amt |
| Applied To Current Year | $472,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,647,006 | 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 | THEUTE@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 (215 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | General & Unrestricted | $500 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | Family Self-Sufficiency Program | $25,000 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | Achieve the Dream Scholarship Fund | $6,250 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | Healthy Workplace | $2,000 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | General Support (Employee Matching) | $1,000 |
| ACT II PLAYHOUSE LTD | |||||||
| 56 E BUTLER AVE | AMBLER | PA | 19002 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| AMBLER THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | Board Service Leadership (General Purpose) | $2,500 |
| AMBLER THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | N/A | PC | General Support (Employee Matching) | $400 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | General Support (Employee Matching) | $400 |
| ARCHBISHOP RYAN HIGH SCHOOL | |||||||
| 11201 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | The Boccella Family Scholarship Fund (Director Discretionary) | $3,000 |
| AUTISM CARES FOUNDATION | |||||||
| 816 2ND ST PIKE | SOUTHAMPTON | PA | 18966 | N/A | PC | General Support (Employee Matching) | $200 |
| B INSPIRED PHILADELPHIA INC | |||||||
| 12 W WILLOW GROVE AVE | PHILADELPHIA | PA | 19118 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| BEYOND LITERACY | |||||||
| 211 N 13TH ST FL 4 | PHILADELPHIA | PA | 19107 | N/A | PC | General Support (Employee Matching) | $500 |
| BIG BROTHERS BIG SISTERS INDEPENDENCE REGION | |||||||
| 100 N 20TH ST 5TH FLOOR | PHILADELPHIA | PA | 19103 | N/A | PC | Shook Family Scholarship Fund | $10,000 |
| BOWDOIN COLLEGE | |||||||
| 4100 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | PC | Walter Cranston Brewer Fund (Director Discretionary) | $2,500 |
| BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC | |||||||
| PO BOX 685 | NEW HOPE | PA | 18938 | N/A | PC | Charitable Event | $2,500 |
| BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC | |||||||
| PO BOX 685 | NEW HOPE | PA | 18938 | N/A | PC | Interpreting the Preserve High Impact Trail Sign Project | $7,000 |
| BRUCKNER CHASE OCEAN POSITIVE INC | |||||||
| 1418 ATKINSON AVE | SOMERS POINT | NJ | 08244 | N/A | PC | General Support (Employee Matching) | $2,050 |
| 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 | Charitable Event | $6,500 |
| BUCKS COUNTY CHORAL SOCIETY INC | |||||||
| PO BOX 702 | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $7,500 |
| BUCKS COUNTY CHORAL SOCIETY INC | |||||||
| PO BOX 702 | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $1,000 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | BLBB Educational Internship Program at Mercer Museum & Fonthill Castle | $20,000 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Healthy Workplace | $2,000 |
| 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 (Employee Matching) | $1,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $1,000 |
| 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 Support (Director Discretionary) | $5,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Healthy Workplace | $2,000 |
| BUCKS-MONT COLLABORATIVE | |||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | N/A | PC | General Support (Director Discretionary) | $7,500 |
| BUCKS-MONT COLLABORATIVE | |||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | N/A | PC | Charitable Event | $500 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | General Support (Employee Matching) | $4,000 |
| CARROLL COUNTY YMCA-CAMP HUCKINS | |||||||
| 17 CAMP HUCKINS RD | FREEDOM | NH | 03836 | N/A | PC | General Support (Director Discretionary) | $1,500 |
| CENTER SCHOOL | |||||||
| 2450 HAMILTON AVE | ABINGTON | PA | 19001 | N/A | PC | General Support (Director Discretionary) | $3,000 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 1500 WALNUT ST STE 1300 | PHILADELPHIA | PA | 19102 | N/A | PC | Capacity Building for CSFP's "Breaking Barriers" Campaign | $20,000 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 1500 WALNUT ST STE 1300 | PHILADELPHIA | PA | 19102 | N/A | PC | Charitable Event | $5,000 |
| CHINCOTEAGUE ISLAND ARTS ORGANIZATION INC | |||||||
| PO BOX 1217 | CHINCOTEAGUE | VA | 23336 | N/A | PC | General Support (Director Discretionary) | $1,000 |
| CHINCOTEAGUE ISLAND LIBRARY INC | |||||||
| 4077 MAIN ST | CHINCOTEAGUE | VA | 23336 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General Support (Employee Matching) | $500 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $25,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | Charitable Event | $10,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General Support (Director Discretionary) | $7,500 |
| COMMUNITY VOLUNTEERS IN MEDICINE INC | |||||||
| 300B LAWRENCE DR | WEST CHESTER | PA | 19380 | N/A | PC | General Support (Employee Matching) | $4,400 |
| CONSUMER CREDIT COUNSELING SERVICE OF DELAWARE VAL | |||||||
| 1635 MARKET ST | PHILADELPHIA | PA | 19103 | N/A | PC | Montgomery County Financial Empowerment Center Expansion | $50,000 |
| CONSUMER CREDIT COUNSELING SERVICE OF DELAWARE VAL | |||||||
| 1635 MARKET ST | PHILADELPHIA | PA | 19103 | N/A | PC | Healthy Workplace | $2,000 |
| CRADLE OF HOPE INC | |||||||
| 1657 THE FAIRWAY 140 | JENKINTOWN | PA | 19046 | N/A | PC | General Support (Employee Matching) | $1,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | Horizons at Cristo Rey | $20,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | General Support (Employee Matching) | $1,000 |
| DELTA COMMUNITY SUPPORTS INC | |||||||
| 1777 SENTRY PKWY W VEVA 14 400 | BLUE BELL | PA | 19422 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST STE E-2000 | PHILADELPHIA | PA | 19122 | N/A | PC | Healthy Workplace | $2,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST STE E-2000 | PHILADELPHIA | PA | 19122 | N/A | PC | General Operating for Academic Support and Enrichment Activities | $25,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST STE E-2000 | PHILADELPHIA | PA | 19122 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| EVERY GOOD GIFT | |||||||
| PO BOX 541 | ABINGTON | PA | 19001 | N/A | PC | General Support (Employee Matching) | $2,200 |
| EVERY GOOD GIFT | |||||||
| PO BOX 541 | ABINGTON | PA | 19001 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| FAMILIES BEHIND THE BADGE CHILDRENS FOUNDATION | |||||||
| 555 E N LANE | 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 |
| FIRST UNITED CHURCH OF CHRIST | |||||||
| 151 S 4TH ST | QUAKERTOWN | PA | 18951 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| FOUNDING FORWARD | |||||||
| 1601 VALLEY FORGE | VALLEY FORGE | PA | 19481 | N/A | PC | General Support (Employee Matching) | $1,200 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | General Support (Employee Matching) | $2,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Charitable Event | $2,000 |
| FRIENDS OF THE CYNWYD TRAIL INC | |||||||
| PO BOX 695 | BALA CYNWYD | PA | 19004 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY | |||||||
| 520 VIRGINIA DR | FT WASHINGTON | PA | 19034 | N/A | PC | Charitable Event | $2,500 |
| FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY | |||||||
| 520 VIRGINIA DR | FT WASHINGTON | PA | 19034 | N/A | PC | General Support (Employee Matching) | $200 |
| FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY | |||||||
| 520 VIRGINIA DR | FT WASHINGTON | PA | 19034 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| GEMMA SERVICES | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Precision Analytics and Machine Learning to Improve Mental Health Services for Children and Teens | $75,000 |
| GEMMA SERVICES | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Healthy Workplace | $2,000 |
| GEMMA SERVICES | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| GENERATION LIFE | |||||||
| 8506 FRANKFORD AVE | PHILADELPHIA | PA | 19136 | N/A | PC | General Support (Employee Matching) | $2,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $20,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | New curriculum expenses | $6,500 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General Support (Director Discretionary) | $1,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General Support (Employee Matching) | $500 |
| GIVING TREE | |||||||
| PO BOX 823 | GWYNEDD VLY | PA | 19437 | N/A | PC | MontCoServes Campaign | $2,500 |
| GRACE PRESBYTERIAN CHURCH | |||||||
| 444 OLD YORK RD | JENKINTOWN | PA | 19046 | N/A | PC | General Support (Employee Matching) | $2,926 |
| GWYNEDD-MERCY ACADEMY | |||||||
| 1345 SUMNEYTOWN PIKE | LOWER GWYNEDD | PA | 19002 | N/A | PC | L.E.A.D. Program | $25,000 |
| HEIGHTS PHILADELPHIA | |||||||
| 123 SOUTH BROAD ST STE 850 | PHILADELPHIA | PA | 19109 | N/A | PC | General Support (Employee Matching) | $500 |
| HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA | |||||||
| 600 CHESTNUT ST STE 500B | PHILADELPHIA | PA | 19106 | N/A | PC | General Support (Employee Matching) | $500 |
| HOLY GHOST PREPARATORY SCHOOL | |||||||
| 2429 BRISTOL PIKE | BENSALEM | PA | 19020 | N/A | PC | General Support (Employee Matching) | $200 |
| HOLY TRINITY EVANGELICAL LUTHERAN CHURCH | |||||||
| 2086 PARKVIEW AVE | ABINGTON | PA | 19001 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL RD 400 | BROOMALL | PA | 19008 | N/A | PC | Empower Mentoring Program and Leadership Conference | $5,000 |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL RD 400 | BROOMALL | PA | 19008 | N/A | PC | Empower Mentoring Program and Leadership Conference (Director Discretionary) | $10,000 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | |||||||
| 2 COMMERCE SQ 2001 MARKET ST 2300 | PHILADELPHIA | PA | 19103 | N/A | PC | Philly Stands With Israel Fund (Employee Matching) | $500 |
| JUNIATA COLLEGE | |||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| JUNIOR LEAGUE OF PHILADELPHIA INC | |||||||
| 27 W LANCASTER AVE | ARDMORE | PA | 19003 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| KELLY ANNE DOLAN MEMORIAL FUND | |||||||
| 580 VIRGINIA DR STE 110 | FT WASHINGTON | PA | 19034 | N/A | PC | General Support (Employee Matching) | $800 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | Annual Dinner Dance, Fund a Student program, 180 Degree Program and the David Program | $6,000 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | General Support (Employee Matching) | $400 |
| LIBERTY LUTHERAN SERVICES | |||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| LIBERTY LUTHERAN SERVICES | |||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| LIFE TURNING POINT OF PHILADELPHIA | |||||||
| 5200 WAYNE AVE | PHILADELPHIA | PA | 19144 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| LIFE TURNING POINT OF PHILADELPHIA | |||||||
| 5200 WAYNE AVE | PHILADELPHIA | PA | 19144 | N/A | PC | General Support (Employee Matching) | $6,000 |
| MAIN LINE RESCUE INC | |||||||
| PO BOX 89 | CHESTER SPRINGS | PA | 19425 | N/A | PC | General Support (Employee Matching) | $1,009 |
| MARY MOTHER OF THE REDEEMER CATHOLIC CHURCH | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | General Support (Employee Matching) | $1,360 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Innovation Lab (Director Discretionary) | $10,000 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Innovation Lab | $15,000 |
| MATTIE N DIXON COMM CUPBOARD INC | |||||||
| 150 N MAIN ST | AMBLER | PA | 19002 | N/A | PC | Charitable Event | $2,500 |
| MATTIE N DIXON COMM CUPBOARD INC | |||||||
| 150 N MAIN ST | AMBLER | PA | 19002 | N/A | PC | General Support (Director Discretionary) | $1,500 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | General Support (Employee Matching) | $10,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Charitable Event | $10,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Professional Development Grant | $25,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | General Support (Director Discretionary) | $18,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General Support (Employee Matching) | $500 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | General Support (Employee Matching) | $5,000 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| MIGHTY WRITERS | |||||||
| 12 E CHURCH LN | PHILADELPHIA | PA | 19144 | N/A | PC | General Support (Employee Matching) | $250 |
| 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 S. Kathleen Brabson | $7,500 |
| NATIONAL BREAST CANCER FOUNDATION INC | |||||||
| 7460 WARREN PKWY STE 150 | FRISCO | TX | 75034 | N/A | PC | General Support (Employee Matching) | $500 |
| NEW LIFE PRESBYTERIAN CHURCH OF GLENSIDE | |||||||
| 467 N EASTON RD | GLENSIDE | PA | 19038 | N/A | PC | General Support (Employee Matching) | $5,000 |
| NIAGARA UNIVERSITY | |||||||
| PO BOX 2008 | NIAGARA UNIVERSITY | NY | 14109 | N/A | PC | General Support (Employee Matching) | $200 |
| NORTH DAKOTA MUSEUM OF ART | |||||||
| 261 CENTENNIAL DR STOP 7305 | GRAND FORKS | ND | 58202 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| NORTH PENN VALLEY BOYS & GIRLS CLUB INC | |||||||
| 16 SUSQUEHANNA AVE | LANSDALE | PA | 19446 | N/A | PC | Wissahickon Program (Director Discretionary) | $1,500 |
| ONE FAMILY FUND | |||||||
| 1029 TEANECK RD 3B | TEANECK | NJ | 07666 | N/A | PC | General Support (Employee Matching) | $400 |
| OPEN HEARTH INC | |||||||
| 701 MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Board Service Leadership (General Purpose) | $3,000 |
| OUR MOTHER OF CONSOLATION CATHOLIC SCHOOL | |||||||
| 17 E CHESTNUT HILL AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Charitable Event | $250 |
| OVERBROOK SCHOOL FOR THE BLIND | |||||||
| 6333 MALVERN AVE | PHILADELPHIA | PA | 19151 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| PAWS | |||||||
| 100 N 2ND ST | PHILADELPHIA | PA | 19106 | N/A | PC | General Purpose (Employee Matching) | $2,000 |
| PEGASUS THERAPEUTIC RIDING ACADEMY INC | |||||||
| 8297 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | N/A | PC | General Support (Employee Matching) | $200 |
| PENNSYLVANIA CPA FOUNDATION | |||||||
| 2001 MARKET ST STE 950 | PHILADELPHIA | PA | 19103 | N/A | SO I | General & Unrestricted | $7,500 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | General Support (Employee Matching) | $2,073 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Ecological Restoration & Non-Profit Support Internship | $25,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Volunteer Service Leadership (General Purpose) | $2,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Field Station Capital Project | $30,000 |
| PHILADELPHIA CITIZEN | |||||||
| 2400 MARKET ST OFFSITE STE 269 | PHILADELPHIA | PA | 19103 | N/A | PC | General Support (Employee Matching) | $250 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | Healthy Workplace | $2,000 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $20,000 |
| PHILADELPHIA UNION FOUNDATION | |||||||
| 2501 SEAPORT DR BOILER HOUSE 10 | CHESTER | PA | 19013 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| PHILADELPHIA YEARLY MEETING OF FRIENDS | |||||||
| 5511 GREENE ST | PHILADELPHIA | PA | 19144 | N/A | PC | Charitable Event | $750 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 1617 JFK BLVD 20TH FL | PHILADELPHIA | PA | 19103 | N/A | PC | General Support (Director Discretionary) | $25,000 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | General Support (Employee Matching) | $4,000 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | Charitable Event | $2,500 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| PHOENIX ANIMAL RESCUE | |||||||
| 931 POTTSTOWN PIKE | CHESTER SPRGS | PA | 19425 | N/A | PC | General Support (Employee Matching) | $200 |
| PHOENIXVILLE AREA COMMUNITY SERVICES INC | |||||||
| 101 BUCHANAN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Board Service Leadership (General Purpose) | $2,000 |
| POLICE ATHLETIC LEAGUE OF PHILADELPHIA | |||||||
| 3068 BELGRADE ST | PHILADELPHIA | PA | 19134 | N/A | PC | General Support (Employee Matching) | $200 |
| QUEEN OF ANGELS REGIONAL CATHOLIC SCHOOL | |||||||
| 401 EASTON RD | WILLOW GROVE | PA | 19090 | N/A | PC | General Support (Employee Matching) | $500 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | Board Service Leadership (General Purpose) | $2,500 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | General Support (Employee Matching) | $8,000 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | Expansion of Montessori Classroom | $15,000 |
| RESOURCES FOR HUMAN DEVELOPMENT INC | |||||||
| 4700 WISSAHICKON AVE STE 126 | PHILADELPHIA | PA | 19144 | N/A | PC | Center for Creative Works (Director Discretionary) | $1,000 |
| RIVERWOOD THERAPEUTIC RIDING CENTER INC | |||||||
| 6825 ROLLING VIEW DR | TOBACCOVILLE | NC | 27050 | N/A | PC | General Support (Employee Matching) | $500 |
| SALVATION ARMY | |||||||
| 701 NORTH BROAD ST | PHILADELPHIA | PA | 19123 | N/A | PC | Charitable Event | $2,500 |
| SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA | |||||||
| PO BOX 63966 | PHILADELPHIA | PA | 19147 | N/A | PC | Beautification and Increased Access to the Kardon Northeast Branch | $20,000 |
| SHARING FOUNDATION | |||||||
| PO BOX 600 | CONCORD | MA | 01742 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| SPRINGSIDE CHESTNUT HILL ACADEMY | |||||||
| 500 W WILLOW GROVE AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Horizons at SCH Academy | $10,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General Operating Support for SquashSmarts' Educational programs | $25,000 |
| ST MARTHAS ROMAN CATHOLIC CHURCH | |||||||
| 11301 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | St. Martha School (Director Discretionary) | $1,000 |
| ST THOMAS CHURCH WHITEMARSH | |||||||
| 7020 CAMP HILL RD | FORT WASHINGTON | PA | 19034 | N/A | PC | General Support (Director Discretionary) | $1,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | General & Unrestricted | $20,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | Charitable Event | $5,000 |
| SUITUP INCORPORATED | |||||||
| TEACH FOR AMERICA ATTN SUITUP 25 BR | NEW YORK | NY | 10004 | N/A | PC | General Support (Employee Matching) | $2,000 |
| TEMPLE UNIVERSITY | |||||||
| TASB 3RD FL 1852 N 10TH ST | PHILADELPHIA | PA | 19122 | N/A | PC | BLBB Charitable Financial Planning Scholarship fund at Fox School of Business | $32,000 |
| TEMPLE UNIVERSITY | |||||||
| TASB 3RD FL 1852 N 10TH ST | PHILADELPHIA | PA | 19122 | N/A | PC | Temple Athletics (Employee Matching) | $1,000 |
| THE ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | AIM Institute for Learning & Research - Learning Management System | $50,000 |
| THE ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | General Support (Director Discretionary) | $10,000 |
| THE CENTER FOR AQUATIC SCIENCES INC | |||||||
| 1 RIVERSIDE DR | CAMDEN | NJ | 08103 | N/A | PC | Charitable Event | $1,500 |
| THE CENTER FOR LOSS AND BEREAVMENT | |||||||
| PO BOX 1299 | SKIPPACK | PA | 19474 | N/A | PC | General Support (Employee Matching) | $1,000 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | General Support (Employee Matching) | $2,500 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | General & Unrestricted | $13,052 |
| THE NAVIGATORS | |||||||
| PO BOX 50740 | COLORADO SPRINGS | CO | 80949 | N/A | PC | General Support (Employee Matching) | $1,260 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | GAXP- Experiential Learning Program Endowment fund | $25,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | endowment fund and the Annual Fund/General Operating (Director Discretionary) | $25,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | Charitable Event | $2,500 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Spartan Leadership Summit (NE Regional and National) | $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 | Healthy Workplace | $500 |
| TRICOUNTY COMMUNITY NETWORK INC | |||||||
| 724 N ADAMS ST SUITE 203 | POTTSTOWN | PA | 19464 | N/A | PC | C2 Camp 2023 and 2024 & Launching Leaders | $12,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 WEST 113TH ST MC4523 | NEW YORK | NY | 10025 | N/A | PC | General Support (Employee Matching) | $200 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | Volunteer Service Leadership (General Support) | $1,000 |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NE | |||||||
| 1800 JOHN F KENNEDY BLVD | PHILADEPLHIA | PA | 19103 | N/A | PC | SVP Philadelphia | $2,500 |
| UPPER DUBLIN EDUCATION FOUNDATION | |||||||
| 1580 FORT WASHINGTON AVE | MAPLE GLEN | PA | 19002 | N/A | PC | General Support (Employee Matching) | $200 |
| VANDERBILT UNIVERSITY | |||||||
| PO BOX 290369 525 ROYAL PKWY | NASHVILLE | TN | 37229 | N/A | PC | Vanderbilt Law School (Director Discretionary) | $5,000 |
| VETRI FOUNDATION FOR CHILDREN | |||||||
| 915 SPRING GARDEN ST STE 103 | PHILADELPHIA | PA | 19123 | N/A | PC | General Support (Director Discretionary) | $1,500 |
| VISITATION BLESSED VIRGIN MARY PARISH | |||||||
| 196 N TROOPER RD | NORRISTOWN | PA | 19403 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| VISITATION BLESSED VIRGIN MARY PARISH | |||||||
| 196 N TROOPER RD | NORRISTOWN | PA | 19403 | N/A | PC | General Support (Employee Matching) | $4,000 |
| VITA EDUCATION SERVICES INC | |||||||
| 8 EAST COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| WHITEMARSH FOUNDATION | |||||||
| PO BOX 538 | LAFAYETTE HL | PA | 19444 | N/A | PC | Charitable Event | $10,000 |
| WHITEMARSH FOUNDATION | |||||||
| PO BOX 538 | LAFAYETTE HL | PA | 19444 | N/A | PC | Educational Pavilion | $75,000 |
| WHY NOT PROSPER INC | |||||||
| PO BOX 949 | NORRISTOWN | PA | 19404 | N/A | PC | General Support (Director Discretionary) | $10,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| 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 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General Support (Employee Matching) | $4,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| Wissahickon High School | |||||||
| 521 HOUSTON RD | Ambler | PA | 19002 | N/A | GOV | Jeff Madden Scholarship Award fund (Director Discretionary) | $1,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $25,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | Healthy Workplace | $2,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | Financial Stability Program | $15,000 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | Charitable Event | $2,000 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | General Support (Employee Matching) | $1,206 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | Board Service Leadership (General Purpose) | $2,500 |
| WOMENS WAY | |||||||
| 123 S BROAD ST STE 1320 | PHILADELPHIA | PA | 19109 | N/A | PC | Financial Wellness Program | $25,000 |
| WYNCOTE CHURCH HOME | |||||||
| 208 FERNBROOK AVE | WYNCOTE | PA | 19095 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| WYNDCROFT SCHOOL | |||||||
| 415 ROSEDALE DR | POTTSTOWN | PA | 19464 | N/A | PC | Annual Fund, endowment fund, and for faculty professional development (Director Discretionary) | $11,000 |
| WYNDCROFT SCHOOL | |||||||
| 415 ROSEDALE DR | POTTSTOWN | PA | 19464 | N/A | PC | Charitable Event | $5,000 |
| YOUNG LIFE | |||||||
| 19 S CHURCH ST | WEST CHESTER | PA | 19282 | N/A | PC | Board Service Leadership (Liberty Region) | $2,500 |
| YOUNG LIFE | |||||||
| 206 N BETHLEHEM PIKE | FORT WASHINGTON | PA | 19034 | N/A | PC | General Support (Employee Matching) | $3,000 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | Charitable Event | $500 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | General & Unrestricted (SEE GENEREAL STATEMENT) | $146,948 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | General & Unrestricted (SEE GENEREAL STATEMENT) | $2,174 |
| FAMILY PROMISE MONTCO PA | |||||||
| 31 S SPRING GARDEN ST | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted (SEE GENEREAL STATEMENT) | $125 |
| GIVING TREE | |||||||
| PO BOX 823 | GWYNEDD VLY | PA | 19437 | N/A | PC | General & Unrestricted | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,732,988 | 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 | $9,144 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $712,618 | 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 | $2,429,764 | 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 | $43,912 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,195,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,195,438 | 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, 2023, THE FOUNDATION PAID $161,457 FOR INVESTMENT MANAGEMENT SERVICES AND $225,417 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, 2022, THE FOUNDATION PAID $161,457 FOR INVESTMENT MANAGEMENT SERVICES AND $225,417 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 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, 2022, THE FOUNDATION PAID $161,457 FOR INVESTMENT MANAGEMENT SERVICES AND $225,417 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 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, 2022, THE FOUNDATION PAID $161,457 FOR INVESTMENT MANAGEMENT SERVICES AND $225,417 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 (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A | 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 OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION METHOD FOR DETERMINING VALUE OF BACKPACKS AND GIFT CARDS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $149,247 TOTAL BOOK VALUE OF PROPERTY: $39,849 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $149,247 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $109,398 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: APPLE INC UNITS: 850 DATE OF DISTRIBUTION: 5/16/2023 GRANT RECIPIENT: THE ELLIS FOUNDATION FMV OF PROPERTY: $146,948 BOOK VALUE OF PROPERTY: $37,550 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $146,948 DESCRIPTION OF PROPERTY: BACKPACKS UNITS: 100 DATE OF DISTRIBUTION: 8/7/2023 GRANT RECIPIENT: Achievability FMV OF PROPERTY: $2,174 BOOK VALUE OF PROPERTY: $2,174 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,174 DESCRIPTION OF PROPERTY: GIFT CARDS UNITS: 10 DATE OF DISTRIBUTION: 5/22/2023 GRANT RECIPIENT: Family Promise MontCo PA FMV OF PROPERTY: $125 BOOK VALUE OF PROPERTY: $125 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $125 |
| FORM 990-PF, PARTS I AND XIV | FORM 990-PF, PARTS I AND XIV | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $1,732,988 Less amount counted as a qualifying distribution on part XI, LINE 2: $2,299 TOTAL Part I, Line 25, Column (d): $1,730,689 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $289,815 | $285,145 |
| ALPHABET INC CL A | $242,758 | $470,197 |
| AMAZON COM | $508,588 | $631,767 |
| APPLE INC | $302,821 | $657,682 |
| ARISTA NETWORKS | $245,650 | $264,949 |
| BARCLAYS BK PLC IPATH ETN | $2,496,904 | $2,391,146 |
| BLACKROCK INC | $78,510 | $142,065 |
| CADENCE DESIGN SYSTEMS INC | $277,069 | $367,700 |
| CHARLES SCHWAB CORP | $261,595 | $222,086 |
| CHEVRON CORP | $261,574 | $410,190 |
| CISCO SYSTEMS INC | $273,055 | $298,068 |
| COSTCO WHOLESALE CORPORATION | $173,803 | $292,415 |
| CVS CAREMARK CORP | $202,924 | $213,903 |
| D R HORTON | $43,890 | $187,239 |
| DANAHER CORP | $94,041 | $237,818 |
| DEERE CO | $153,627 | $211,531 |
| ECOLAB INC | $180,998 | $173,160 |
| FORD MOTOR COMPANY | $151,280 | $150,571 |
| ISHARE SP SMALL CAP 600 INDEX | $5,662,172 | $7,210,316 |
| ISHARES CORE MSCI EMERGING MAR | $5,594,807 | $5,973,953 |
| ISHARES TR S & P MIDCAP 400 IN | $3,633,097 | $4,032,810 |
| JOHNSON & JOHNSON | $205,092 | $217,712 |
| JP MORGAN CHASE | $201,217 | $315,706 |
| LINDE PLC COM | $165,364 | $174,962 |
| LOCKHEED MARTIN CORP | $233,111 | $233,419 |
| MCDONALD'S CORP | $189,914 | $245,510 |
| MICROSOFT CORP | $421,226 | $886,326 |
| MONSTER BEVERAGE CORP | $188,694 | $209,009 |
| NEXTERA ENERGY, INC | $285,016 | $336,560 |
| NVIDIA CORP | $122,813 | $306,046 |
| PROCTER GAMBLE CO | $213,528 | $267,289 |
| S&P GLOBAL INC COM | $134,650 | $229,951 |
| SCHWAB US MID CAP | $3,580,768 | $4,752,466 |
| STRYKER CORPORATION | $154,554 | $248,552 |
| TAKE-TWO INTERACTIVE SOFTWARE | $209,769 | $272,006 |
| VANGUARD FTSE DEVELOPED MARKET | $7,271,832 | $7,376,599 |
| VANGUARD FTSE EMERGING MARKETS | $453,541 | $440,510 |
| VISA INC | $158,873 | $251,758 |
| WALT DISNEY HOLDINGS CO | $167,767 | $140,401 |
| WASTE MANAGEMENT INC | $209,453 | $284,948 |
| ZOETIS INC | $164,534 | $288,358 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $293,977 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $298,478 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LIFE INSURANCE - AG #A10127585 | $134,794 | $134,794 |
| LIFE INSURANCE - LINCOLN #6590 | $286,745 | $286,745 |
| LIFE INSURANCE - NY LIFE #4541 | $1,998,100 | $1,998,100 |
| MINERVA PROJECT, INC | $261,000 | $261,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $75,375 | $75,375 |
| Digital Subscriptions | $1,156 | $1,156 |
| Foundation Dues & Memberships | $8,265 | $8,265 |
| Indemnification Insurance | $1,413 | $1,413 |
| Life Insurance Premium | $73,255 | |
| OFFICE SUPPLIES | $1,309 | $1,309 |
| Postage/Delivery Service | $98 | $98 |
| SOCIAL MEDIA/ADVERTISING EXP | $400 | $400 |
| State or Local Filing Fees | $25 | $25 |
| TRAINING & PROFESSIONAL DEVEL | $82 | $82 |
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 | $43,912 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $109,398 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $161,457 | $161,457 | |
| PHILANTHROPIC CONSULTING SRVCS | $225,417 | $225,417 | |
| WEBSITE DESIGN | $2,185 | $2,185 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $11,200 |
| 990-PF Extension for 2022 | $2,000 |