POTTSTOWN REGIONAL COMMUNITY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- POTTSTOWN REGIONAL COMMUNITY FOUNDATION (EIN 23-2344729)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-25
- IRS object ID
- 202501159349100220
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-25T14:34:56-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231144520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH 16TH STREET SUITE 2900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232344729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTSTOWN AREA HEALTH AND WELLNESS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POTT | BusinessNameControlTxt |
| Phone | 6103232006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW HOWALD | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Phone | 6103232006 | PhoneNum |
| Signature | 2025-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRISON PEREIRA | PreparerPersonNm |
| PTIN | P00746867 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2025-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $74,283,504 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $346,509 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,091,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,091,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,011,717 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,810,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,011,717 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,217 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,465,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,103,487 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $288,182 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $66,022 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172,909 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $856,224 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $196,161 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $709,328 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $282,656 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $56,323 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $225,125 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,279 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,279 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,255 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $413,472 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,449 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $280,023 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,891 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,891 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $117,663 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $23,533 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $94,130 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,836 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,167 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,669 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,189 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $838 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,351 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $489,943 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $367,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,578,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $571,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,881,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,574,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,461,298 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,152,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $571,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,342,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,312,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,532,385 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $466,266 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $120,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $699,773 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $699,773 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $79,244 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $79,244 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $79,244 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $38,262 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,126 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,126 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $69,021,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,803,424 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,803,424 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,287,546 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,228,492 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,228,492 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $424,201 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $401,700 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $30,392 | LandBOYAmt |
| Land EOY | $22,501 | LandEOYAmt |
| Land EOYFMV | $22,501 | LandEOYFMVAmt |
| Other Assets BOY | $485,878 | OtherAssetsBOYAmt |
| Other Assets EOY | $435,944 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $435,944 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $71,450,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,283,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,283,504 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $288,485 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $258,070 | AccountsPayableEOYAmt |
| Grants Payable BOY | $108,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $221,352 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $10,962,110 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,508,509 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,359,095 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,987,931 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $60,091,788 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $65,010,573 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $285,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,091,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,295,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,450,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,283,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,091,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,312,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,890,848 | OtherIncreasesAmt |
| Subtotal | $65,295,573 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,295,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TOO VOLUMINOUS TO LIST - DETAILS AVAILABLE AT TAXPAYER'S OFFICE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,810,900 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,799,183 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,011,717 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,011,717 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,011,717 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,900 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,900 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $76,900 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.POTTSTOWNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID KRAYBILL EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 6103232006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 E HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID KRAYBILL | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | PRESIDENT | 40.00 | $288,182 | $53,229 | $0 |
| ADAM CONISH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| SONIA FRECON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| LORI REINHART MUSSON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JEFFREY SPARAGANA | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| ARTHUR GREEN | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| FRANCES HEFFNER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| MATTHEW HOWALD | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| CARL LANDIS | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| NANCY MILLER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| JOHN BUCKLEY | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JOSE FERNANDEZ | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| WILLIAM TADDONIO | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| AMY L SCONDRA | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| FRANK STRUNK | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JAMIE PARRIS ED D | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| LORI LORANT-TOBIAS DO | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| D SCOTT DETAR | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| LINDA FLEDERBACH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD BROWN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $151,275 | $28,095 | $0 |
| CRAIG COLISTRA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $112,865 | $29,514 | $0 |
| ROSEMARIE WALTERS | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | OFFICE MANAGER | 40.00 | $112,649 | $7,754 | $0 |
| CHRISTOPHER WIERZBOWSKI | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | GRANT WRITER | 40.00 | $66,705 | $22,911 | $0 |
| SHERI WALDMAN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PHILANTHROPY COORDIN | 40.00 | $76,307 | $4,396 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VERALON | |||||
| THREE BALA PLAZA WEST UNIT 702 | BALA CYNWYD | PA | 19004 | HEALTHCARE CONSULTING | $87,282 |
| THE ANDERSON GROUP | |||||
| 879 FRTIZTOWN ROAD | SINKING SPRING | PA | 19608 | BEHAVIORAL MARKETING | $71,707 |
| STRATEGY ARTS LLC | |||||
| PO BOX 2052 | WEST CHESTER | PA | 19380 | CONSULTING | $53,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $70,898,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $516,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,446 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,442,017 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,442,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,071,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,370,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,518,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,518,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,900 | TotalTaxAmt |
| Distributable Before Adj | $3,441,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,441,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,441,619 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,342,461 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,342,461 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,441,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $472,545 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,960 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $925,903 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $407,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,425,536 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,289,636 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,342,461 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,441,619 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $900,842 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,190,478 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $472,545 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,717,933 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,960 | ExcessFromYear4Amt |
| Excess From Year3 | $925,903 | ExcessFromYear3Amt |
| Excess From Year2 | $407,692 | ExcessFromYear2Amt |
| Excess From Year1 | $1,425,536 | ExcessFromYear1Amt |
| Excess From Current Year | $900,842 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOWARD BROWN CRAIG COLISTRA PROGRAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6103232006 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE TO BE COMPLETED AND POTENTIAL GRANTEES NEED TO PROVIDE AN ORGANIZATION BUDGET, A PROGRAM BUDGET, AN IRS DETERMINATION LETTER, MOST RECENT AUDIT REPORT AND/OR FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY BASED ON EACH FALL AND SPRING GRANT ROUND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | A POTENTIAL GRANTEE ORGANIZATION MUST BE A NON-PROFIT ORGANIZATION LOCATED WITHIN 10 MILES OF THE BOROUGH OF POTTSTOWN. THE GRANT MUST FALL WITHIN ONE OF THE ORGANIZATION'S THREE CORE PRIORITIES OF: (1) FUNDING PROGRAMS AND SOLUTIONS FOR LONG-TERM IMPROVEMENT IN HEALTHY BEHAVIORS; (2) FUNDING PROGRAMS FOR PHYSICAL HEALTH AND EMOTIONAL WELL-BEING; (3) FUNDING LEARNING OPPORTUNITIES AND STRATEGIC PLANNING TO STRENGTHEN NON-PROFITS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLAMO | ||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | EMERGENCY OFF-CYCLE GRANT FY 2023 ($10000), ACLAMO'S POTTSTOWN COMMUNITY HEALTH CONNECTIONS PROGRAM ($50000), ACLAMO'S POTTSTOWN COMMUNITY HEALTH CONNECTIONS PROGRAM ($75000) | $135,000 |
| BOROUGH OF POTTSTOWN | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | SOUTH STREET PARK PLAYGROUND REPLACEMENT | $8,000 |
| BOYERTOWN AREA MULTI-SERVICE INC | ||||||
| 200 WEST SPRING STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | COMMUNITY CASE MANAGEMENT ($20000), YOUTH PROGRAMS AND SERVICES ($70000) | $90,000 |
| BOYERTOWN AREA SCHOOL DISTRICT | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | WHOLE CHILD WELLNESS | $100,000 |
| CAMPHILL VILLAGE KIMBERTON HILLS | ||||||
| PO BOX 1045 | KIMBERTON | PA | 19442 | PUBLIC CHARITY | LIVING WELL: THE HEALTH AND WELLNESS OF ADULTS WITH INTELLECTUAL DISABILITIES | $10,000 |
| CENTRO CULTURAL LATINO UNIDOS INC | ||||||
| BOX 613 19 S KEIM STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | 003014- POTTSTOWN KIDS TRASH CLEAN-UP EDUCATIONAL PROGRAM AND RECREATIONAL BI-LINGUAL POTTSTOWN SOCCER ($10000), CAMP HOPE & RECREATIONAL POTTSTOWN SOCCER CLUB ($20000), HEALTHY MINDS; HEALTHY BODIES ($20000) | $50,000 |
| CHESTER COUNTY FOOD BANK | ||||||
| 650 PENNSYLVANIA DRIVE | EXTON | PA | 19341 | PUBLIC CHARITY | FRESH2YOU MOBILE MARKET AND FRUIT & VEGETABLE PRESCRIPTIONS | $20,000 |
| CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY | ||||||
| PO BOX 706 | NORRISTOWN | PA | 19404 | PUBLIC CHARITY | MISSION KIDS CORE DIRECT SERVICES | $24,000 |
| COVENTRY CHRISTIAN SCHOOL | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | PRIVATE SCHOOL | LIFE TO THE FULL CAPSTONE CAMPAIGN | $40,000 |
| EAST COVENTRY TOWNSHIP PARKS AND RECREATION | ||||||
| 855 ELLIS WOODS ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | TOW PATH PARK IMPROVEMENTS GRANT | $25,000 |
| EXPRESSIVE THERAPY CONCEPTS INC | ||||||
| 125 PROSPECT STREET | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | COMMUNITY BADMINTON & PICKLEBALL: KIDS AND ADULT FITNESS PROGRAM | $8,400 |
| FAMILY SERVICES OF MONTGOMERY COUNTY | ||||||
| 3125 RIDGE PIKE | EAGLEVILLE | PA | 19403 | PUBLIC CHARITY | PROJECT HEARTH ($20000), TRIPLE P, POSITIVE PARENTING PROGRAM ($20000) | $40,000 |
| FOUNDATION FOR BOYERTOWN EDUCATION | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | STRONG SCHOOLS STRENGTHEN COMMUNITIES: EXPANDING SUPPORT FOR OUR COMMUNITY BY ENRICHING THE | $25,000 |
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | ENHANCING EDUCATIONAL OPPORTUNITIES INSIDE AND OUTSIDE THE CLASSROOM. | $40,000 |
| GREATER POTTSTOWN TENNIS ASSOCIATION | ||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GAME, SET, ADVANTAGE GRANT | $40,000 |
| HEALTH CARE ACCESS | ||||||
| 723 WHEATLAND STREET | PHOENIXVILLE | PA | 19460 | PRIVATE FOUNDATION | FA'22 GRANT - HEALTH PROGRAMS | $10,000 |
| HEARTS OF HUMANITY COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 127 WALNUT STREET SUITE 2 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GREEN SPACES FOR GARDENING | $7,000 |
| MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY | ||||||
| 30 W BARNARD ST STE 1 | WEST CHESTER | PA | 19382 | PUBLIC CHARITY | ENSURING A HEALTHY START AND ACCESS TO BENEFITS | $45,000 |
| MATERNITY CARE COALITION | ||||||
| 200 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | EARLY HEAD START PROGRAM | $50,000 |
| MEALS ON WHEELS OF CHESTER COUNTY INC | ||||||
| 3 EAST STOW ROAD | MARLTON | NJ | 08053 | PUBLIC CHARITY | PURCHASE OF NUTRITIOUS MEALS FOR HOMEBOUND SENIORS IN NORTHERN CHESTER COUNTY | $5,000 |
| MENTAL HEALTH PARTNERSHIPS | ||||||
| 833 CHESTNUT ST SUITE 1100 | PHILADELPHIA | PA | 19107 | PUBLIC CHARITY | RESCINDED GRANT | -$12,500 |
| MITZVAH CIRCLE FOUNDATION | ||||||
| 2562 BOULEVARD OF THE GENERALS 100 | NORRISTOWN | PA | 19403 | PUBLIC CHARITY | CRITICAL NEEDS FOR HEALTHY FAMILIES, DIAPER BANK, AND PERIOD SUPPLY | $20,000 |
| MONTCO ANTI-HUNGER NETWORK | ||||||
| PO BOX 1086 | LANSDALE | PA | 19446 | PUBLIC CHARITY | FOOD PANTRIES GRANT | $20,000 |
| NEW HANOVER EVANGELICAL LUTHERAN CHURCH | ||||||
| 2941 LUTHERAN RD | GILBERTSVILLE | PA | 19525 | CHURCH | LOAVES & FISHES FOOD MINISTRY SUSTAINABILITY | $15,000 |
| ORION COMMUNITIES INC | ||||||
| 237 BRIDGE ST 1ST FLOOR | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | BRIDGE CASE MANAGEMENTN AND FINANCIAL ASSISTANCE PROGRAM | $50,000 |
| OWEN J ROBERTS SCHOOL DISTRICT | ||||||
| 901 RIDGE ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | FIT FOR LIFE STRATEGIC WELLNESS PROGRAM | $45,000 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | 2023-24 HEALTH AND WELLNESS ($40000) | $110,000 |
| POTTSTOWN AREA REGIONAL RECREATION COMMITTEE | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PARRC'S REGIONAL NATURE BASED PLACEMAKING PROGRAM ($30000), MEMORIAL PARK PEDESTRIAN BRIDGE CONSTRUCTION PROJECT ($48000), OLD TIMER'S FIELD IMPROVEMENTS PROJECT ($80000) | $158,000 |
| POTTSTOWN ATHLETIC CLUB | ||||||
| 263 KING STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | FITNESSTOWN USA, COMMUNITY SUPPORT CENTER - THE ADAPTED ADVANTAGE II | $75,000 |
| POTTSTOWN CHILDREN'S DISCOVERY CENTER | ||||||
| 95 S HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SPRING 2021 MATCHING GRANT | $1,000 |
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||
| 137 WALNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PCRC FOOD SERVICES | $75,000 |
| POTTSTOWN FARM | ||||||
| 17 N HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SNAP INCENTIVES, TWO BITE CLUB, OPERATION 143, CONTINUED OPERATIONS FOR FARM | $25,000 |
| POTTSTOWN REGIONAL PUBLIC LIBRARY | ||||||
| 550 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | WELLNESS ON OUR MINDS | $7,500 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PEAK WHOLE CHILD WELLNESS RESCINDED GRANT | -$50,000 |
| PRESERVATION POTTSTOWN | ||||||
| 1304 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BUILDING CAPACITY FOR EQUITABLE HEALTH THROUGH LAND TRUST HOUSING OPPORTUNITIES ($16000), GROWING POTTSTOWN: COMMUNITY GARDENS, COMMUNITY AGRICULTURE, HEALTHY OUTCOMES ($40000) | $56,000 |
| PROJECT PURPOSE | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MENTORING WITH A PURPOSE: AFTER SCHOOL HOMEWORK HELP | $70,000 |
| ROYERSFORD OUTREACH | ||||||
| 350 MAIN STREET | ROYERSFORD | PA | 19468 | PUBLIC CHARITY | GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS | $20,000 |
| SALVATION ARMY | ||||||
| 137 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | JOB READINESS TRAINING AND COUNSELING | $12,000 |
| SCHUYLKILL RIVER GREENWAY ASSOCIATION | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | POTTSTOWN OUTDOOR RECREATION HUB | $36,000 |
| SHARE FOOD PROGRAM INC | ||||||
| 2901 W HUNTING PARK AVENUE | PHILADELPHIA | PA | 19129 | PUBLIC CHARITY | EXPANDING HEALTHY FOOD ACCESS IN THE POTTSTOWN AREA | $20,000 |
| STEEL RIVER PLAYHOUSE INC | ||||||
| 245 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | STEEL RIVER SPARK: IGNITING INCLUSIVE STORYTELLING | $20,000 |
| STRIVE INITIATIVE INC | ||||||
| PO BOX 1511 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MIDDLE SCHOOL TO MASTERY: CREATING AND SUSTAINING STUDENT SUCCESS PIPELINES | $50,000 |
| TRACES OF LOVE | ||||||
| 447 CLEARVIEW ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SUPPORTING BEREAVED CHILDREN AND FAMILIES IN OUR COMMUNITY | $5,000 |
| TRELLIS FOR TOMORROW | ||||||
| 35 HALL STREET SUITE 302 | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | PA DEPARTMENT OF AGRICULTURE/GREENHOUSE ($20000), BUILDING STRONGER COMMUNITIES THROUGH YOUTH DEVELOPMENT AND CAREER READINESS ($60000) | $80,000 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | THE REACH GROUP SPECIAL EDUCATION ADVISORY PROJECT ($5000), SWEATCHASERS & VISIONARY MAKERS ($10000), COMMUNITY CAMP (C2) & LAUNCHING LEADERS : RECREATIONAL SUMMER CAMPS TO IMPROVE HEALTH AND WELLNESS ($40000), COMMUNITY AND NONPROFIT CAPACITY INCUBATOR ($150000). | $205,000 |
| UNITED WAY OF BOYERTOWN | ||||||
| PO BOX 213 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | SUPPORTING GILBERTSVILLE/BOYERTOWN AREA RESIDENTS TO ATTACK HOMELESSNESS AND NEAR HOMELESS. | $15,000 |
| VARIETY- THE CHILDREN'S CHARITY OF THE DELAWARE VALLEY | ||||||
| 2950 POTSHOP RD | WORCESTER | PA | 19490 | PUBLIC CHARITY | VARIETYWORKS - AN INNOVATIVE SOCIAL YOUTH PREPAREDNESS MODEL | $16,000 |
| VISION TO LEARN | ||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | ACCESS TO VISION CARE FOR POTTSTOWN SCHOOL DISTRICT STUDENTS | $35,000 |
| VISITING NURSE ASSOCIATION- COMMUNITY SERVICES INC | ||||||
| 1963 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FA'22 GRANT- PERSONAL NAVIGATOR PROGRAM | $28,000 |
| YWCA TRI-COUNTY AREA | ||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN TRAUMA INFORMED COMMUNITY CONNECTION (PTICC) ($10,500),POTTSTOWN INTEGRATED WELLNESS CENTER SOUTH POOL RESTORATION ($75000) | $85,500 |
| PARRC FOUNDATION | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | SUPPORTING ORGANIZAT | POTTSGROVE REC SUMMER CAMP SCHOLARSHIPS | $2,500 |
| EPISCOPAL LEGAL AID | ||||||
| PO BOX 434 | HAVERFORD | PA | 19041 | PUBLIC CHARITY | EXPANSION OF LEGAL AID CLINIC | $4,000 |
| PREPARED TO THRIVE | ||||||
| 260 EXTON SQUARE MALL SUITE 254 | EXTON | PA | 19380 | PUBLIC CHARITY | BRIGHT FUTURES PROGRAM | $5,000 |
| EXPRESSIVE PATH | ||||||
| 857 CHERRY ST FIRST FLOOR | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | STEAM @ PRPL | $5,000 |
| BOYERTOWN COMMUNITY LIBRARY | ||||||
| 24 N READING AVE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | INFRASTRUCTURE UPDATES FOR IMPROVED ADA ACCESS | $5,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | PUBLIC CHARITY | 2024 ADA CAMP FREEDOM | $5,000 |
| MAKING A DIFFERENCE ECONOMICALLY | ||||||
| 724 N ADAMS STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MADE FOR THE TRADES ($5000), MADE FOR THE TRADES (M4T) ($15000) | $20,000 |
| MONTGOMERY COUNTY MENTOR ASSOCIATION | ||||||
| 535 BEECH STREET | POTTSTOWN | PA | 194645633 | PUBLIC CHARITY | CREATING THE EXPECTSTATION | $5,000 |
| SECOND WIND BICYCLES | ||||||
| 1690 SWAMP PIKE | GILBERTSVILLE | PA | 19525 | PUBLIC CHARITY | REPAIR A BIKE, CHANGE A LIFE | $5,000 |
| BOY SCOUTS OF AMERICA | ||||||
| 1325 W WALNUT HILL LANE | IRVING | TX | 75038 | PUBLIC CHARITY | SUBSIDIZED SCOUTING PROGRAMS IN POTTSTOWN SCHOOL DISTRICT | $6,000 |
| NORCHESTER RED KNIGHTS PARENTS ORGANIZATION | ||||||
| 88 GLOCKER WAY BOX 273 | POTTSTOWN | PA | 19465 | PUBLIC CHARITY | NORCHESTER RED KNIGHTS FOOTBALL & CHEER 2024 SEASON | $7,500 |
| WORKING TOGETHER PA INC | ||||||
| 2488 SANATOGA RD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | WORKING TOGETHER PA PROGRAM | $10,000 |
| MISSION KIDS CHILD ADVOCACY CENTER | ||||||
| 180 W GERMANTOWN PIKE 1 | EAST NORRITON | PA | 19401 | GOVERNMENT ENTITY | EXPANDING ACCESS AND INCREASING ENGAGEMENT TO TRAUMA INFORMED MENTAL HEALTH SERVICES | $15,000 |
| BE REZILIENT INC | ||||||
| 249 E HIGH ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | REACH WELLNESS INITIATIVE ($15000), RESILIENCE AND DEVELOPMENT INTERNSHIP PROGRAM (RAD INTERNSHIP) ($17000) | $32,000 |
| PERKIOMEN VALLEY SCHOOL DISTRICT | ||||||
| 3 IRON BRIDGE DRIVE | COLLEGEVILLE | PA | 19426 | GOVERNMENT ENTITY | STORYBOOK TRAILS | $15,000 |
| POTTSGROVE-POTTSTOWN LITTLE LEAGUE | ||||||
| 1724 FARMINGTON AVEUNE | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MAPLE STREET SOFTBALL FIELD REJUVENATION | $15,000 |
| THE ARC ALLIANCE CHILDREN'S SERVICES | ||||||
| 3075 RIDGE PIKE | TROOPER | PA | 19403 | PUBLIC CHARITY | INCREASING EARLY INTERVENTION IMPACT THROUGH TECHNOLOGY | $15,000 |
| CHILDREN FIRST PA | ||||||
| 990 SPRING GARDEN STREET SUITE 600 | PHILADELPHIA | PA | 19123 | PUBLIC CHARITY | JUSTICE IN EDUCATION, A YOUTH DEVELOPMENT AND LEADERSHIP PROGRAM | $18,750 |
| RAHABS HOPE | ||||||
| 34 E GERMANTOWN PIKE 260 | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | RENTAL ASSISTANCE PROGRAM | $20,000 |
| THE CLINIC | ||||||
| 143 CHURCH ST | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | COMPREHENSIVE HEALTHCARE FOR UNINSURED INDIVIDUALS IN THE GREATER POTTSTOWN AREA | $25,000 |
| LIMERICK TOWNSHIP | ||||||
| 646 W RIDGE PIKE | LIMERICK | PA | 19468 | GOVERNMENT ENTITY | LINFIELD SPORTS PARK PLAYGROUND INSTALLATION & LIMERICK COMMUNITY PARK PLAY FEATURE REPLACEM | $30,000 |
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | ||||||
| 420 N 20TH STREET | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | MEDICAL NUTRITION FOR CRITICALLY ILL MONTGOMERY AND CHESTER COUNTY RESIDENTS | $40,000 |
| POTTSTOWN AREA SENIORS CENTER | ||||||
| 288 MOSER ROAD 1 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PRIME TIME HEALTH FOR OLDER ADULTS | $56,000 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | CHECK REISSUE SMART GOALS | -$200 |
| POTTSTOWN AREA REGIONAL RECREATION COMMITTEE | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | CIRCUIT RIDER PARRC PROGRAM | $64,848 |
| POTTSTOWN AREA REGIONAL RECREATION COMMITTEE | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | REISSUED GRANT | -$30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,461,298 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARTH ELEMENTARY SCHOOL | ||||||
| 467 W WALNUT STREET | POTTSTOWN | PA | 19464 | SCHOOL | BARTH ELEMENTARY 3RD/4TH GRADE PLAYGROUND | $15,000 |
| DANIEL BOONE AREA SCHOOL DISTRICT | ||||||
| 321 N FURNACE ST SUITE 200 | BIRDSBORO | PA | 19508 | GOVERNMENT ENTITY | DANIEL BOONE AREA SCHOOL DISTRICT WELLNESS PROGRAMS | $55,000 |
| DOUGLASS TOWNSHIP | ||||||
| 1320 EAST PHILADELPHIA AVENUE | GILBERTSVILLE | PA | 19525 | GOVERNMENT ENTITY | DOUGLASS PARK TENNIS COURT RENOVATION AND PICKLEBALL COURT CONVERSION | $20,000 |
| HOBART'S RUN NEIGHBORHOOD DISTRICT | ||||||
| 860 BEECH STREET | POTTSTOWN | PA | 19464 | PRIVATE SCHOOL | POTTSTOWN AREA SOCIAL INNOVATION LAB | $25,000 |
| SPRING-FORD AREA SCHOOL DISTRICT | ||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | SPRING-FORD WELLNESS 24-25 | $10,000 |
| BROOKSIDE MONTESSORI | ||||||
| 1075 ROUTE 100 | BECHTELSVILLE | PA | 19505 | SCHOOL | B-WELL - ELEMENTARY | $5,000 |
| POTTSTOWN RED CLOUD KUNG FU CLUB | ||||||
| 307 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SUPPORT FOR POTTSTOWN RED CLOUD KUNG FU CLUB | $15,000 |
| POTTSTOWN AREA REGIONAL RECREATION COMMITTEE | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | BARTO COMMUNITY PARK MASTER PLAN PROJECT | $20,000 |
| GREATER PHILADELPHIA YOUNG MEN'S CHRISTIAN ASSOCIATION | ||||||
| 400 FAYETTE ST SUITE 250 | CONSHOHOCKEN | PA | 19428 | PUBLIC CHARITY | POTTSTOWN ACHIEVERS: COLLEGE AND CAREER READINESS THROUGH YOUTH-DRIVEN SOCIAL-EMOTIONAL LEAR | $25,000 |
| POTTSTOWN AREA REGIONAL RECREATION COMMITTEE | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | TRAIL CONNECTIONS PLAN | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $220,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,091,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,011,717 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $15,217 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,103,487 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,217 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,118,704 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | THESE FEES HELP TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| FLYERS CHARITIES | ||||||
| 1 | 3601 S BROAD STREET | PHILADELPHIA | PA | 19148 | $200,000 | Yes (X) |
| DOUGLAS S SMITH | ||||||
| 2 | 2312 CASSARD CIRCLE | GILBERTSVILLE | PA | 19525 | $50,000 | Yes (X) |
| WILLIAM E FLEDERBACH JR | ||||||
| 3 | 2807 AMHERST ST | HOUSTON | TX | 77005 | $10,000 | Yes (X) |
| POTTSTOWN AREA VIETNAM VETERANS MEMORIAL FUND | ||||||
| 4 | PO BOX 472 | POTTSTOWN | PA | 19464 | $35,000 | Yes (X) |
| KEY BANK FOUNDATION | ||||||
| 5 | 127 PUBLIC SQUARE 5TH FL OH-01-27 | CLEVELAND | OH | 44114 | $15,000 | Yes (X) |
| COMMONWEALTH OF PENNSYLVANIA | ||||||
| 6 | 2301 N CAMERON ST | HARRISBURG | PA | 17110 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT | CategoryTxt |
| Amt | $26,275 | Amt |
| Net Investment Income | $5,255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $69,803,424 | EOYBookValueAmt |
| EOYFMV | $69,803,424 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,228,492 | BookValueAmt |
| EOYFMV | $3,228,492 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,279 | LegalFeesAmt |
| Net Investment Income | $14,279 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSET | Desc |
| BOY Book Value | $485,878 | BOYBookValueAmt |
| EOY Book Value | $435,944 | EOYBookValueAmt |
| EOYFMV | $435,944 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING CARRYOVER | $12,250 | $0 | $0 |
| BANK FEES | $689 | $138 | $551 |
| COMMUNICATION AND EDUCATIONAL PROGRAMS | $92,828 | $18,566 | $74,262 |
| DUES AND MEMBERSHIPS | $32,137 | $6,427 | $25,710 |
| EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE | $74,671 | $14,934 | $59,737 |
| INSURANCE | $23,812 | $4,762 | $19,050 |
| MISCELLANEOUS | $62,351 | $12,470 | $0 |
| NONPROFIT EVENTS SUPPORT | $33,834 | $0 | $33,834 |
| OFFICE EXPENSE | $10,428 | $2,086 | $8,342 |
| POSTAGE | $1,744 | $349 | $1,395 |
| PROGRAM EXPENSES | $120,705 | $0 | $120,705 |
| SEMINAR EXPENSE | $22,235 | $0 | $22,235 |
| WEBSITE LINK AND MAINTENANCE FEES | $2,259 | $452 | $1,807 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $15,217 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $15,217 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $2,127,249 |
| PENSION BENEFIT - NONOPERATING INCOME | $1,763,599 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PENSION EXPENSE | $10,471,822 | $8,063,868 |
| LEASE LIABILITY | $490,288 | $444,641 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $350,029 | $70,006 | $280,023 |
| INVESTMENT MANAGEMENT AND ADVISORY FEES | $63,443 | $63,443 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $41,516 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |