2024-07-11T15:39:47-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 273420282 The Cedarcrest Charitable Foundation AKA BLBB Charitable % Foundation Source CEDA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 CLIFFORD HAUGEN PRESIDENT 8008391754 2024-07-08 true CLIFFORD HAUGEN 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 46429697 X 0 X 9144 9144 712618 712618 2429764 23634838 2429764 43912 3195438 3151526 0 389059 161457 227602 13200 7113 7113 161378 88123 570750 161457 322838 1732988 1730689 2303738 161457 2053527 891700 2990069 639416 1147781 1147781 588669 293977 298478 35107118 35860694 42302799 2646790 2680639 2680639 38981993 39983091 46429697 0 0 X 38981993 39983091 38981993 39983091 38981993 39983091 38981993 891700 109398 39983091 39983091 Publicly-traded Securities 23634838 21205074 2429764 2429764 2429764 41562 41562 41562 11384 0 30800 42184 X 20 602 602 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false 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 BLB&B Holdings LLC PO Box 1010 Montgomeryville PA 18936 Philanthropic 225417 BLB&B Advisors LLC PO BOX 1010 MONTGOMERYVILLE PA 18936 Investment MGMT 161457 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 75375 40652788 544015 2680639 43877442 0 43877442 658162 43219280 2160964 2160964 41562 41562 2119402 2119402 2119402 2053527 0 2299 0 0 2055826 2119402 1583430 2021 2020 2019 2055826 1583430 472396 0 0 1647006 0 0 NONE FOUNDATION SOURCE 501 SILVERSIDE ROAD SUITE 123 WILMINGTON DE 19809 THEUTE@FOUNDATIONSOURCE.COM HTTPS://BLBB.COM/CHARITABLE/#GRANTS HTTPS://BLBB.COM/CHARITABLE/#GRANTS 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/ 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 25000 ACHIEVEABILITY 5901 MARKET ST STE 410 PHILADELPHIA PA 19139 N/A PC Achieve the Dream Scholarship Fund 6250 ACHIEVEABILITY 5901 MARKET ST STE 410 PHILADELPHIA PA 19139 N/A PC Healthy Workplace 2000 ACHIEVEABILITY 5901 MARKET ST STE 410 PHILADELPHIA PA 19139 N/A PC General Support (Employee Matching) 1000 ACT II PLAYHOUSE LTD 56 E BUTLER AVE AMBLER PA 19002 N/A PC General Support (Director Discretionary) 2000 AMBLER THEATER INC 91 E COURT ST DOYLESTOWN PA 18901 N/A PC Board Service Leadership (General Purpose) 2500 AMBLER THEATER INC 91 E COURT ST DOYLESTOWN PA 18901 N/A PC General Support (Director Discretionary) 2500 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) 3000 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) 2000 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 10000 BOWDOIN COLLEGE 4100 COLLEGE STA BRUNSWICK ME 04011 N/A PC Walter Cranston Brewer Fund (Director Discretionary) 2500 BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC PO BOX 685 NEW HOPE PA 18938 N/A PC Charitable Event 2500 BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC PO BOX 685 NEW HOPE PA 18938 N/A PC Interpreting the Preserve High Impact Trail Sign Project 7000 BRUCKNER CHASE OCEAN POSITIVE INC 1418 ATKINSON AVE SOMERS POINT NJ 08244 N/A PC General Support (Employee Matching) 2050 BUCKNELL UNIVERSITY 301 MARKET ST STE 2 LEWISBURG PA 17837 N/A PC Bucknell Accounting and Financial Management (ACFM) 8000 BUCKS COUNTY CHORAL SOCIETY INC PO BOX 702 DOYLESTOWN PA 18901 N/A PC Charitable Event 6500 BUCKS COUNTY CHORAL SOCIETY INC PO BOX 702 DOYLESTOWN PA 18901 N/A PC Charitable Event 7500 BUCKS COUNTY CHORAL SOCIETY INC PO BOX 702 DOYLESTOWN PA 18901 N/A PC Charitable Event 1000 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 20000 BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM 84 S PINE ST 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(Director Discretionary) 5000 CAMP TECUMSEH 975 MOULTONBORO NECK RD MOULTONBORO NH 03254 N/A PC Board Service Leadership (General Purpose) 5000 CAMP TECUMSEH 975 MOULTONBORO NECK RD MOULTONBORO NH 03254 N/A PC General Support (Employee Matching) 4000 CARROLL COUNTY YMCA-CAMP HUCKINS 17 CAMP HUCKINS RD FREEDOM NH 03836 N/A PC General Support (Director Discretionary) 1500 CENTER SCHOOL 2450 HAMILTON AVE ABINGTON PA 19001 N/A PC General Support (Director Discretionary) 3000 CHILDREN SCHOLARSHIP FUND PHILADELPHIA 1500 WALNUT ST STE 1300 PHILADELPHIA PA 19102 N/A PC Capacity Building for CSFP's "Breaking Barriers" Campaign 20000 CHILDREN SCHOLARSHIP FUND PHILADELPHIA 1500 WALNUT ST STE 1300 PHILADELPHIA PA 19102 N/A PC Charitable Event 5000 CHINCOTEAGUE ISLAND ARTS ORGANIZATION INC PO BOX 1217 CHINCOTEAGUE VA 23336 N/A PC General Support (Director Discretionary) 1000 CHINCOTEAGUE ISLAND LIBRARY INC 4077 MAIN ST CHINCOTEAGUE VA 23336 N/A PC General Support (Director Discretionary) 2000 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THE FAIRWAY 140 JENKINTOWN PA 19046 N/A PC General Support (Employee Matching) 1000 CRISTO REY PHILADELPHIA HIGH SCHOOL 1717 W ALLEGHENY AVE PHILADELPHIA PA 19132 N/A PC Horizons at Cristo Rey 20000 CRISTO REY PHILADELPHIA HIGH SCHOOL 1717 W ALLEGHENY AVE PHILADELPHIA PA 19132 N/A PC General Support (Employee Matching) 1000 DELTA COMMUNITY SUPPORTS INC 1777 SENTRY PKWY W VEVA 14 400 BLUE BELL PA 19422 N/A PC Board Service Leadership (General Purpose) 5000 ED SNIDER YOUTH HOCKEY FOUNDATION 100 W OXFORD ST STE E-2000 PHILADELPHIA PA 19122 N/A PC Healthy Workplace 2000 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 25000 ED SNIDER YOUTH HOCKEY FOUNDATION 100 W OXFORD ST STE E-2000 PHILADELPHIA PA 19122 N/A PC Volunteer Service Leadership (General Purpose) 1000 EVERY GOOD GIFT PO BOX 541 ABINGTON PA 19001 N/A PC General Support (Employee Matching) 2200 EVERY GOOD GIFT PO BOX 541 ABINGTON PA 19001 N/A PC Board Service Leadership (General Purpose) 5000 FAMILIES BEHIND THE BADGE CHILDRENS FOUNDATION 555 E N LANE CONSHOHOCKEN PA 19428 N/A PC Charitable Event 7500 FAMILY PROMISE MONTCO PA 31 S SPRING GARDEN ST AMBLER PA 19002 N/A PC Charitable Event 2000 FIRST UNITED CHURCH OF CHRIST 151 S 4TH ST QUAKERTOWN PA 18951 N/A PC General Support (Director Discretionary) 2000 FOUNDING FORWARD 1601 VALLEY FORGE VALLEY FORGE PA 19481 N/A PC General Support (Employee Matching) 1200 FRIENDS OF BRIAR BUSH 1212 EDGE HILL RD ABINGTON PA 19001 N/A PC General Support (Employee Matching) 2000 FRIENDS OF BRIAR BUSH 1212 EDGE HILL RD ABINGTON PA 19001 N/A PC Board Service Leadership (General Purpose) 5000 FRIENDS OF BRIAR BUSH 1212 EDGE HILL RD ABINGTON PA 19001 N/A PC Charitable Event 2000 FRIENDS OF THE CYNWYD TRAIL INC PO BOX 695 BALA CYNWYD PA 19004 N/A PC Board Service Leadership (General Purpose) 5000 FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY 520 VIRGINIA DR FT WASHINGTON PA 19034 N/A PC Charitable Event 2500 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) 5000 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 75000 GEMMA SERVICES 512 W TOWNSHIP LINE RD PLYMOUTH MEETING PA 19462 N/A PC Healthy Workplace 2000 GEMMA SERVICES 512 W TOWNSHIP LINE RD PLYMOUTH MEETING PA 19462 N/A PC Board Service Leadership (General Purpose) 5000 GENERATION LIFE 8506 FRANKFORD AVE PHILADELPHIA PA 19136 N/A PC General Support (Employee Matching) 2000 GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI PO BOX 502 AMBLER PA 19002 N/A PC General & Unrestricted 20000 GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI PO BOX 502 AMBLER PA 19002 N/A PC New curriculum expenses 6500 GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI PO BOX 502 AMBLER PA 19002 N/A PC General Support (Director Discretionary) 1000 GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI PO BOX 502 AMBLER PA 19002 N/A PC Volunteer Service Leadership (General Purpose) 1000 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 2500 GRACE PRESBYTERIAN CHURCH 444 OLD YORK RD JENKINTOWN PA 19046 N/A PC General Support (Employee Matching) 2926 GWYNEDD-MERCY ACADEMY 1345 SUMNEYTOWN PIKE LOWER GWYNEDD PA 19002 N/A PC L.E.A.D. Program 25000 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) 1000 J WOOD PLATT CADDIE SCHOLARSHIP TRUST 1974 SPROUL RD 400 BROOMALL PA 19008 N/A PC Empower Mentoring Program and Leadership Conference 5000 J WOOD PLATT CADDIE SCHOLARSHIP TRUST 1974 SPROUL RD 400 BROOMALL PA 19008 N/A PC Empower Mentoring Program and Leadership Conference (Director Discretionary) 10000 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) 2000 JUNIOR LEAGUE OF PHILADELPHIA INC 27 W LANCASTER AVE ARDMORE PA 19003 N/A PC Volunteer Service Leadership (General Purpose) 1000 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 6000 LA SALLE COLLEGE HIGH SCHOOL 8605 CHELTENHAM AVE WYNDMOOR PA 19038 N/A PC Volunteer Service Leadership (General Purpose) 1000 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) 2500 LIBERTY LUTHERAN SERVICES 7002 BUTLER PIKE AMBLER PA 19002 N/A PC Volunteer Service Leadership (General Purpose) 1000 LIFE TURNING POINT OF PHILADELPHIA 5200 WAYNE AVE PHILADELPHIA PA 19144 N/A PC Volunteer Service Leadership (General Purpose) 1000 LIFE TURNING POINT OF PHILADELPHIA 5200 WAYNE AVE PHILADELPHIA PA 19144 N/A PC General Support (Employee Matching) 6000 MAIN LINE RESCUE INC PO BOX 89 CHESTER SPRINGS PA 19425 N/A PC General Support (Employee Matching) 1009 MARY MOTHER OF THE REDEEMER CATHOLIC CHURCH 1325 UPPER STATE RD NORTH WALES PA 19454 N/A PC General Support (Employee Matching) 1360 MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL 1325 UPPER STATE RD NORTH WALES PA 19454 N/A PC Innovation Lab (Director Discretionary) 10000 MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL 1325 UPPER STATE RD NORTH WALES PA 19454 N/A PC Innovation Lab 15000 MATTIE N DIXON COMM CUPBOARD INC 150 N MAIN ST AMBLER PA 19002 N/A PC Charitable Event 2500 MATTIE N DIXON COMM CUPBOARD INC 150 N MAIN ST AMBLER PA 19002 N/A PC General Support (Director Discretionary) 1500 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC General Support (Employee Matching) 10000 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC Charitable Event 10000 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC Board Service Leadership (General Purpose) 5000 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC Professional Development Grant 25000 MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 N/A PC General Support (Director Discretionary) 18000 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) 5000 MID ATLANTIC CHRISTIAN MINISTRIES 195 MINE RUN RD SCHWENKSVILLE PA 19473 N/A PC Board Service Leadership (General Purpose) 5000 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 7500 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) 5000 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) 5000 NORTH PENN VALLEY BOYS & GIRLS CLUB INC 16 SUSQUEHANNA AVE LANSDALE PA 19446 N/A PC Wissahickon Program (Director Discretionary) 1500 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) 3000 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) 1000 PAWS 100 N 2ND ST PHILADELPHIA PA 19106 N/A PC General Purpose (Employee Matching) 2000 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 7500 PENNYPACK ECOLOGICAL RESTORATION TR 2955 EDGE HILL RD HUNTINGDON VY PA 19006 N/A PC General Support (Employee Matching) 2073 PENNYPACK ECOLOGICAL RESTORATION TR 2955 EDGE HILL RD HUNTINGDON VY PA 19006 N/A PC General Support (Director Discretionary) 2500 PENNYPACK ECOLOGICAL RESTORATION TR 2955 EDGE HILL RD HUNTINGDON VY PA 19006 N/A PC Ecological Restoration & Non-Profit Support Internship 25000 PENNYPACK ECOLOGICAL RESTORATION TR 2955 EDGE HILL RD HUNTINGDON VY PA 19006 N/A PC Volunteer Service Leadership (General Purpose) 2000 PENNYPACK ECOLOGICAL RESTORATION TR 2955 EDGE HILL RD HUNTINGDON VY PA 19006 N/A PC Field Station Capital Project 30000 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 2000 PHILADELPHIA OUTWARD BOUND CENTER 3401 RESERVOIR DR PHILADELPHIA PA 19121 N/A PC General & Unrestricted 20000 PHILADELPHIA UNION FOUNDATION 2501 SEAPORT DR BOILER HOUSE 10 CHESTER PA 19013 N/A PC General Support (Director Discretionary) 5000 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) 25000 PHOEBE DEVITT HOMES 1925 W TURNER ST ALLENTOWN PA 18104 N/A PC General Support (Employee Matching) 4000 PHOEBE DEVITT HOMES 1925 W TURNER ST ALLENTOWN PA 18104 N/A PC Charitable Event 2500 PHOEBE DEVITT HOMES 1925 W TURNER ST ALLENTOWN PA 18104 N/A PC Board Service Leadership (General Purpose) 5000 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) 2000 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) 2500 REGINA COELI ACADEMY 1525 MARIAN RD ABINGTON PA 19001 N/A PC General Support (Employee Matching) 8000 REGINA COELI ACADEMY 1525 MARIAN RD ABINGTON PA 19001 N/A PC Expansion of Montessori Classroom 15000 RESOURCES FOR HUMAN DEVELOPMENT INC 4700 WISSAHICKON AVE STE 126 PHILADELPHIA PA 19144 N/A PC Center for Creative Works (Director Discretionary) 1000 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 2500 SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA PO BOX 63966 PHILADELPHIA PA 19147 N/A PC Beautification and Increased Access to the Kardon Northeast Branch 20000 SHARING FOUNDATION PO BOX 600 CONCORD MA 01742 N/A PC General Support (Director Discretionary) 2000 SPRINGSIDE CHESTNUT HILL ACADEMY 500 W WILLOW GROVE AVE PHILADELPHIA PA 19118 N/A PC Horizons at SCH Academy 10000 SQUASH SMARTS INC 3890 N 10TH ST PHILADELPHIA PA 19140 N/A PC General Support (Director Discretionary) 2000 SQUASH SMARTS INC 3890 N 10TH ST PHILADELPHIA PA 19140 N/A PC General Operating Support for SquashSmarts' Educational programs 25000 ST MARTHAS ROMAN CATHOLIC CHURCH 11301 ACADEMY RD PHILADELPHIA PA 19154 N/A PC St. Martha School (Director Discretionary) 1000 ST THOMAS CHURCH WHITEMARSH 7020 CAMP HILL RD FORT WASHINGTON PA 19034 N/A PC General Support (Director Discretionary) 1000 STARFINDER FOUNDATION 4015 MAIN ST PHILADELPHIA PA 19127 N/A PC General Support (Director Discretionary) 5000 STARFINDER FOUNDATION 4015 MAIN ST PHILADELPHIA PA 19127 N/A PC General & Unrestricted 20000 STARFINDER FOUNDATION 4015 MAIN ST PHILADELPHIA PA 19127 N/A PC Charitable Event 5000 SUITUP INCORPORATED TEACH FOR AMERICA ATTN SUITUP 25 BR NEW YORK NY 10004 N/A PC General Support (Employee Matching) 2000 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 32000 TEMPLE UNIVERSITY TASB 3RD FL 1852 N 10TH ST PHILADELPHIA PA 19122 N/A PC Temple Athletics (Employee Matching) 1000 THE ACADEMY IN MANAYUNK INC 1200 RIVER RD CONSHOHOCKEN PA 19428 N/A PC AIM Institute for Learning & Research - Learning Management System 50000 THE ACADEMY IN MANAYUNK INC 1200 RIVER RD CONSHOHOCKEN PA 19428 N/A PC General Support (Director Discretionary) 10000 THE CENTER FOR AQUATIC SCIENCES INC 1 RIVERSIDE DR CAMDEN NJ 08103 N/A PC Charitable Event 1500 THE CENTER FOR LOSS AND BEREAVMENT PO BOX 1299 SKIPPACK PA 19474 N/A PC General Support (Employee Matching) 1000 THE COMMITTEE OF SEVENTY 123 S BROAD ST PHILADELPHIA PA 19109 N/A PC Board Service Leadership (General Purpose) 5000 THE COMMITTEE OF SEVENTY 123 S BROAD ST PHILADELPHIA PA 19109 N/A PC General Support (Employee Matching) 2500 THE ELLIS FOUNDATION PO BOX 54 FORT SCOTT KS 66701 N/A PC General & Unrestricted 13052 THE NAVIGATORS PO BOX 50740 COLORADO SPRINGS CO 80949 N/A PC General Support (Employee Matching) 1260 THE PUBLIC SCHOOL OF GERMANTOWN PO BOX 287 FT WASHINGTON PA 19034 N/A PC GAXP- Experiential Learning Program Endowment fund 25000 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) 25000 THE PUBLIC SCHOOL OF GERMANTOWN PO BOX 287 FT WASHINGTON PA 19034 N/A PC Charitable Event 2500 THE PUBLIC SCHOOL OF GERMANTOWN PO BOX 287 FT WASHINGTON PA 19034 N/A PC Board Service Leadership (General Purpose) 5000 TRAVIS MANION FOUNDATION 164 E STATE ST DOYLESTOWN PA 18901 N/A PC Spartan Leadership Summit (NE Regional and National) 25000 TRAVIS MANION FOUNDATION 164 E STATE ST DOYLESTOWN PA 18901 N/A PC Charitable Event 5000 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 12000 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) 1000 UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NE 1800 JOHN F KENNEDY BLVD PHILADEPLHIA PA 19103 N/A PC SVP Philadelphia 2500 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) 5000 VETRI FOUNDATION FOR CHILDREN 915 SPRING GARDEN ST STE 103 PHILADELPHIA PA 19123 N/A PC General Support (Director Discretionary) 1500 VISITATION BLESSED VIRGIN MARY PARISH 196 N TROOPER RD NORRISTOWN PA 19403 N/A PC Volunteer Service Leadership (General Purpose) 1000 VISITATION BLESSED VIRGIN MARY PARISH 196 N TROOPER RD NORRISTOWN PA 19403 N/A PC General Support (Employee Matching) 4000 VITA EDUCATION SERVICES INC 8 EAST COURT ST DOYLESTOWN PA 18901 N/A PC General Support (Director Discretionary) 2500 WHITEMARSH FOUNDATION PO BOX 538 LAFAYETTE HL PA 19444 N/A PC Charitable Event 10000 WHITEMARSH FOUNDATION PO BOX 538 LAFAYETTE HL PA 19444 N/A PC Educational Pavilion 75000 WHY NOT PROSPER INC PO BOX 949 NORRISTOWN PA 19404 N/A PC General Support (Director Discretionary) 10000 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN RD MEDIA PA 19063 N/A PC General Support (Director Discretionary) 5000 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 147375 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN RD MEDIA PA 19063 N/A PC General Support (Employee Matching) 4000 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN RD MEDIA PA 19063 N/A PC Board Service Leadership (General Purpose) 5000 Wissahickon High School 521 HOUSTON RD Ambler PA 19002 N/A GOV Jeff Madden Scholarship Award fund (Director Discretionary) 1000 WISSAHICKON VALLEY WATERSHED ASSOCIATION INC 12 MORRIS RD AMBLER PA 19002 N/A PC General & Unrestricted 25000 WISSAHICKON VALLEY WATERSHED ASSOCIATION INC 12 MORRIS RD AMBLER PA 19002 N/A PC Healthy Workplace 2000 WISSAHICKON VALLEY WATERSHED ASSOCIATION INC 12 MORRIS RD AMBLER PA 19002 N/A PC General Support (Director Discretionary) 5000 WOMENS RESOURCE CENTER PO BOX 596 WAYNE PA 19087 N/A PC Financial Stability Program 15000 WOMENS RESOURCE CENTER PO BOX 596 WAYNE PA 19087 N/A PC Charitable Event 2000 WOMENS RESOURCE CENTER PO BOX 596 WAYNE PA 19087 N/A PC General Support (Employee Matching) 1206 WOMENS RESOURCE CENTER PO BOX 596 WAYNE PA 19087 N/A PC Board Service Leadership (General Purpose) 2500 WOMENS WAY 123 S BROAD ST STE 1320 PHILADELPHIA PA 19109 N/A PC Financial Wellness Program 25000 WYNCOTE CHURCH HOME 208 FERNBROOK AVE WYNCOTE PA 19095 N/A PC Volunteer Service Leadership (General Purpose) 1000 WYNDCROFT SCHOOL 415 ROSEDALE DR POTTSTOWN PA 19464 N/A PC Annual Fund, endowment fund, and for faculty professional development (Director Discretionary) 11000 WYNDCROFT SCHOOL 415 ROSEDALE DR POTTSTOWN PA 19464 N/A PC Charitable Event 5000 YOUNG LIFE 19 S CHURCH ST WEST CHESTER PA 19282 N/A PC Board Service Leadership (Liberty Region) 2500 YOUNG LIFE 206 N BETHLEHEM PIKE FORT WASHINGTON PA 19034 N/A PC General Support (Employee Matching) 3000 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) 146948 ACHIEVEABILITY 5901 MARKET ST STE 410 PHILADELPHIA PA 19139 N/A PC General & Unrestricted (SEE GENEREAL STATEMENT) 2174 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 1732988 14 9144 14 712618 18 2429764 INCOME FROM LIFE INSURANCE 01 43912 3195438 3195438 false false false false false false false false false false 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. 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 ABBVIE INC 289815 285145 ALPHABET INC CL A 242758 470197 AMAZON COM 508588 631767 APPLE INC 302821 657682 ARISTA NETWORKS 245650 264949 BARCLAYS BK PLC IPATH ETN 2496904 2391146 BLACKROCK INC 78510 142065 CADENCE DESIGN SYSTEMS INC 277069 367700 CHARLES SCHWAB CORP 261595 222086 CHEVRON CORP 261574 410190 CISCO SYSTEMS INC 273055 298068 COSTCO WHOLESALE CORPORATION 173803 292415 CVS CAREMARK CORP 202924 213903 D R HORTON 43890 187239 DANAHER CORP 94041 237818 DEERE CO 153627 211531 ECOLAB INC 180998 173160 FORD MOTOR COMPANY 151280 150571 ISHARE SP SMALL CAP 600 INDEX 5662172 7210316 ISHARES CORE MSCI EMERGING MAR 5594807 5973953 ISHARES TR S & P MIDCAP 400 IN 3633097 4032810 JOHNSON & JOHNSON 205092 217712 JP MORGAN CHASE 201217 315706 LINDE PLC COM 165364 174962 LOCKHEED MARTIN CORP 233111 233419 MCDONALD'S CORP 189914 245510 MICROSOFT CORP 421226 886326 MONSTER BEVERAGE CORP 188694 209009 NEXTERA ENERGY, INC 285016 336560 NVIDIA CORP 122813 306046 PROCTER GAMBLE CO 213528 267289 S&P GLOBAL INC COM 134650 229951 SCHWAB US MID CAP 3580768 4752466 STRYKER CORPORATION 154554 248552 TAKE-TWO INTERACTIVE SOFTWARE 209769 272006 VANGUARD FTSE DEVELOPED MARKET 7271832 7376599 VANGUARD FTSE EMERGING MARKETS 453541 440510 VISA INC 158873 251758 WALT DISNEY HOLDINGS CO 167767 140401 WASTE MANAGEMENT INC 209453 284948 ZOETIS INC 164534 288358 293977 298478 LIFE INSURANCE - AG #A10127585 134794 134794 LIFE INSURANCE - LINCOLN #6590 286745 286745 LIFE INSURANCE - NY LIFE #4541 1998100 1998100 MINERVA PROJECT, INC 261000 261000 Administrative Fees 75375 75375 Digital Subscriptions 1156 1156 Foundation Dues & Memberships 8265 8265 Indemnification Insurance 1413 1413 Life Insurance Premium 73255 OFFICE SUPPLIES 1309 1309 Postage/Delivery Service 98 98 SOCIAL MEDIA/ADVERTISING EXP 400 400 State or Local Filing Fees 25 25 TRAINING & PROFESSIONAL DEVEL 82 82 INCOME FROM LIFE INSURANCE 43912 GRANT OF PUBLICLY TRADED SECURITIES 109398 Investment Management Services 161457 161457 PHILANTHROPIC CONSULTING SRVCS 225417 225417 WEBSITE DESIGN 2185 2185 990-PF Estimated Tax for 2023 11200 990-PF Extension for 2022 2000