JUSTAMERE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JUSTAMERE FOUNDATION (EIN 86-2670774)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-10
- IRS object ID
- 202422849349101302
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-10T10:00:28-05:00 | 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 | 862670774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Justamere Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JUST | 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 | lori cushman | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,303,663 | 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 | $220,659 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $220,659 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $643,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $643,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$180,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,278,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $599,567 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $252,871 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,283,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,117,027 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $204,110 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $204,110 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $51,695 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $51,695 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $65,065 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,065 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $148,452 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,291 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,291 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $227,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $131,127 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95,880 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $701,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $196,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $356,976 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,896,013 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,896,013 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,597,633 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $196,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,252,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,314,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $920,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,221,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,621,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,621,246 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $12,426 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,155 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,426 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,426 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $559,902 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $116,974 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $117,718 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,032,358 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,032,358 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,951,710 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,911,203 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,735,165 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,602,237 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,098,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,993,895 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,998,326 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,826,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,512,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,303,663 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,826,079 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,512,064 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,826,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,512,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,826,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,512,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,826,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,314,015 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,512,064 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,512,064 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $6,278,189 | $6,462,859 | -$184,670 | -$184,670 |
| PASSTHROUGH K1 CAPITAL GAIN/(LOSS) | $4,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$180,105 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,800 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,800 | SubtotalAmt |
| Tax Based On Investment Income | $12,800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $54 | EsPenaltyAmt |
| Tax Due | $754 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Casey A Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Raymond B Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Shelby L Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 40.0 | $80,000 | $9,472 | $0 |
| Therese G Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Dir | 1.0 | $0 | $0 | $0 |
| Lori Cushman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 40.0 | $124,110 | $28,882 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $93,071 |
| Prowell Financial Management LLC | |||||
| 717 constitution dr suite 102 | EXTON | PA | 19341 | Investment Mgmt | $65,065 |
| 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 | $18,448,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,368,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,759,024 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,576,171 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,576,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $428,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,147,528 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,407,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,407,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,800 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $65,336 | IncomeTaxAmt |
| Total Tax | $78,136 | TotalTaxAmt |
| Distributable Before Adj | $1,329,240 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,329,240 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,329,240 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,252,989 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,252,989 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,329,240 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $346,595 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,487,434 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,834,029 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,252,989 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,329,240 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,923,749 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,757,778 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,757,778 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $346,595 | ExcessFromYear2Amt |
| Excess From Year1 | $2,487,434 | ExcessFromYear1Amt |
| Excess From Current Year | $2,923,749 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Raymond B Bentley | ContributingManagerNm |
| Contributing Manager | Therese G Bentley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BOOK A DAY | |||||||
| 513 S MELVILLE ST | PHILADELPHIA | PA | 19143 | N/A | PC | A Book a Day's Book Distribution Support and Expansion Project | $20,000 |
| ACLAMO | |||||||
| 512 W MARSHALL ST | NORRISTOWN | PA | 19401 | N/A | PC | Discover Your Future: ACLAMO Mentorship and Career Development Program | $3,000 |
| ANNS HEART | |||||||
| 35 HALL ST 301 | PHOENIXVILLE | PA | 19460 | N/A | PC | Ann's Heart Adult GED Program | $28,000 |
| ARMSTRONG COUNTY COMMUNITY ACTION AGENCY | |||||||
| 326 S WATER ST | KITTANNING | PA | 16201 | N/A | PC | Dolly Parton's Imagination Library | $94,380 |
| ARTS HOLDING HANDS AND HEARTS INC | |||||||
| 110 E STATE ST STE 313 | KENNETT SQ | PA | 19348 | N/A | PC | General & Unrestricted | $5,280 |
| ARTS HOLDING HANDS AND HEARTS INC | |||||||
| 110 E STATE ST STE 313 | KENNETT SQ | PA | 19348 | N/A | PC | Chester County Imagination Library | $100,000 |
| BARCLAY FRIENDS | |||||||
| 700 N FRANKLIN ST | WEST CHESTER | PA | 19380 | N/A | PC | CNA Training Program Scholarship Fund | $9,000 |
| BARNSTONE ART FOR KIDS | |||||||
| 388 W POTHOUSE RD | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $2,500 |
| BARNSTONE ART FOR KIDS | |||||||
| 388 W POTHOUSE RD | PHOENIXVILLE | PA | 19460 | N/A | PC | Emergency Funding grant | $5,000 |
| BOOKSMILES | |||||||
| 7300 N CRESCENT BLVD UNIT 10 | PENNSAUKEN | NJ | 08110 | N/A | PC | Multicultural/Diverse/Spanish/Bilingual Books fund | $10,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1 SCOUTING WAY | EXTON | PA | 19341 | N/A | PC | Exploring Day | $7,500 |
| BOY SCOUTS OF AMERICA - CRADLE OF LIBERTY COUNCIL | |||||||
| 1485 VALLEY FORGE RD | WAYNE | PA | 19087 | N/A | PC | Exploring: Career Education, Mentoring, and Training Program for Middle and High School Students | $15,000 |
| BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 275 SWAMP RD | NEWTOWN | PA | 18940 | N/A | PC | "Fast Tracks" to Employment: Locomotive Engineer & Conductor Basic Training Program Scholarship Fund | $30,000 |
| BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 275 SWAMP RD | NEWTOWN | PA | 18940 | N/A | PC | Dental Assistant Scholarship fund | $10,000 |
| BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 275 SWAMP RD | NEWTOWN | PA | 18940 | N/A | PC | Child Development Associate Credential Scholarship fund | $19,005 |
| BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 275 SWAMP RD | NEWTOWN | PA | 18940 | N/A | PC | Scholarship fund for Trades (CDL) | $40,000 |
| CAMP DREAMCATCHER | |||||||
| 148 W STATE ST STE 104 | KENNETT SQ | PA | 19348 | N/A | PC | General & Unrestricted | $15,000 |
| CEDARBROOK CAMP IN PENNSYLVANIA INC | |||||||
| 120 TOWNSHIP LINE RD | EXTON | PA | 19341 | N/A | PC | CILT (Camper In Leadership Training) Support | $30,000 |
| CEDARBROOK CAMP IN PENNSYLVANIA INC | |||||||
| 120 TOWNSHIP LINE RD | EXTON | PA | 19341 | N/A | PC | Charitable Event | $3,500 |
| CHESTER COUNTY ART ASSOCIATION | |||||||
| 100 N BRADFORD AVE | WEST CHESTER | PA | 19382 | N/A | PC | 2023 CC Art Association Summer Camp Scholarship fund | $25,000 |
| CHESTER COUNTY FUTURES INC | |||||||
| LUKENS BLDG 50 S 1ST AVE STE 105 | COATSVILLE | PA | 19320 | N/A | PC | Passport and Steps 4 Success program for high school mentoring and career coaching | $50,000 |
| CHESTER COUNTY FUTURES INC | |||||||
| LUKENS BLDG 50 S 1ST AVE STE 105 | COATSVILLE | PA | 19320 | N/A | PC | Charitable Event | $5,000 |
| CHESTER COUNTY IU 24 | |||||||
| 455 BOOT RD | DOWNINGTOWN | PA | 19335 | N/A | GOV | Trade School Scholarship Fund | $72,000 |
| CHESTER HOUSING INITIATIVES INC | |||||||
| 1111 AVE OF THE STATES | CHESTER | PA | 19013 | N/A | PC | Entrepreneur Innovation Academy: Certification Program | $30,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | |||||||
| 1818 LIBRARY ST STE 500 | RESTON | VA | 20190 | N/A | PC | Trade School Scholarship fund for Gold Star Children | $50,000 |
| CHILDRENS CRISIS TREATMENT CENTER INC | |||||||
| 1080 N DELAWARE AVE | PHILADELPHIA | PA | 19125 | N/A | PC | CCTC Outpatient Program | $15,000 |
| COATESVILLE 2ND CENTURY ALLIANCE | |||||||
| PO BOX 692 | COATESVILLE | PA | 19320 | N/A | PC | General & Unrestricted | $5,000 |
| COATESVILLE CENTER FOR COMMUNITY HEALTH | |||||||
| 1001 E LINCOLN HWY | COATESVILLE | PA | 19320 | N/A | PC | GRANDfamily Initiative | $10,000 |
| COMMUNITY ACTION AGENCY OF DELAWARE COUNTY INC | |||||||
| 1414 MEETINGHOUSE RD | UPPR CHICHSTR | PA | 19061 | N/A | PC | Recreational Therapy and After School Programs | $50,000 |
| COMMUNITY COLLEGE OF ALLEGHENY COUNTY-EDUCATION FO | |||||||
| 808 RIDGE AVE ROOM 102 | PITTSBURGH | PA | 15212 | N/A | PC | scholarship fund for Commercial Driver's License Training Prioritized for Veterans and Their Families | $73,500 |
| COMMUNITY COLLEGE OF ALLEGHENY COUNTY-EDUCATION FO | |||||||
| 808 RIDGE AVE ROOM 102 | PITTSBURGH | PA | 15212 | N/A | PC | CCAC Student Emergency GAP Funds | $5,000 |
| COMMUNITY WAREHOUSE PROJECT OF CHESTER COUNTY | |||||||
| PO BOX 218 | WEST CHESTER | PA | 19381 | N/A | PC | General & Unrestricted | $20,000 |
| CRADLES TO CRAYONS INC | |||||||
| 4700 WISSAHICKON AVE STE 142 | PHILADELPHIA | PA | 19144 | N/A | PC | Everyday Essentials | $50,000 |
| CRESCENDO PHOENIXVILLE | |||||||
| 1601 BRIARWOOD CT | PHOENIXVILLE | PA | 19460 | N/A | PC | General & Unrestricted | $15,000 |
| CRESCENDO PHOENIXVILLE | |||||||
| 1601 BRIARWOOD CT | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $15,000 |
| CRESCENDO PHOENIXVILLE | |||||||
| 1601 BRIARWOOD CT | PHOENIXVILLE | PA | 19460 | N/A | PC | Pennsylvania Philharmonic Holiday Concert fund | $4,000 |
| DAVIDS DRIVE 831 INC | |||||||
| 1 SOMERSET DR | COATESVILLE | PA | 19320 | N/A | PC | funds to Purchase Enclosed Trailer | $8,000 |
| DAVIDS DRIVE 831 INC | |||||||
| 1 SOMERSET DR | COATESVILLE | PA | 19320 | N/A | PC | Adaptive Cycling Program | $30,000 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | Tools for Success - Tools and Boots for students in skilled trades | $50,600 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | High Demand Career Training Scholarship fund | $53,443 |
| EDUCATIONAL EQUITY ALLIANCE | |||||||
| PO BOX 993 | COATESVILLE | PA | 19320 | N/A | PC | General & Unrestricted | $40,000 |
| EDUCATIONAL EQUITY ALLIANCE | |||||||
| PO BOX 993 | COATESVILLE | PA | 19320 | N/A | PC | Center for Educational Equity - Sustaining Services and Establishing Programs | $30,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| PO BOX 276 | CENTER VALLEY | PA | 18034 | N/A | PC | scholarship funds for applicants in SE Pennsylvania | $30,000 |
| FOUNDATION FOR FREE ENTERPRISE EDUCATION | |||||||
| 3076 W 12TH ST | ERIE | PA | 16505 | N/A | PC | Pennsylvania Free Enterprise Week and the Speaker Series | $15,000 |
| FOUNDATION FOR READING AREA COMMUNITY COLLEGE | |||||||
| PO BOX 1706 | READING | PA | 19603 | N/A | PC | Scholarship fund for Tomorrow's Healthcare Workforce | $50,000 |
| GARRETT WILLIAMSON | |||||||
| 395 BISHOP HOLLOW RD | NEWTOWN SQUARE | PA | 19073 | N/A | PC | Access to Camp Garrett and Youth Employment | $34,711 |
| GLEN MILLS SCHOOLS | |||||||
| 185 GLEN MILLS RD | GLEN MILLS | PA | 19342 | N/A | PC | The Glen Mills Apprenticeship Programs | $70,325 |
| GOOD FELLOWSHIP CLUB OF CHESTER COUNTY INC | |||||||
| 600 MONTGOMERY AVE | WEST CHESTER | PA | 19380 | N/A | PC | EMS Certification Tuition Assistance Scholarship Fund | $88,000 |
| GREATER PHILADELPHIA YOUNG MENS CHRISTIAN ASSOCIAT | |||||||
| 400 FAYETTE ST STE 250 | CONSHOHOCKEN | PA | 19428 | N/A | PC | Looking Inward and Moving Upward: Y Achievers at the Greater Philadelphia YMCA program | $25,000 |
| HACKENSACK MERIDIAN HEALTH INC | |||||||
| 399 THORNALL ST STE 2 | EDISON | NJ | 08837 | N/A | PC | Student Scholarship Fund | $100,000 |
| HISTORIC FAIR HILL INC | |||||||
| 5501 GERMANTOWN AVE | PHILADELPHIA | PA | 19144 | N/A | PC | School Library Partnerships program | $25,000 |
| HOUSING PARTNERSHIP OF CHESTER COUNTY INC | |||||||
| 41 W LANCASTER AVE | DOWNINGTOWN | PA | 19335 | N/A | PC | General & Unrestricted | $20,000 |
| KENNETT AREA COMMUNITY SERVICE | |||||||
| 136 W CEDAR ST | KENNETT SQ | PA | 19348 | N/A | PC | Getting Ahead and Staying Ahead program | $30,000 |
| LANCASTER EDUCATION FOUNDATION | |||||||
| 1020 LEHIGH AVE | LANCASTER | PA | 17602 | N/A | PC | Hooked on Books (HOB) Program | $5,000 |
| LITERACY COUNCIL OF NORRISTOWN INC | |||||||
| 113 E AIRY ST | NORRISTOWN | PA | 19401 | N/A | PC | Norristown Community Literacy: Dolly Parton Imagination Library | $20,000 |
| LITERACY COUNCIL OF NORRISTOWN INC | |||||||
| 113 E AIRY ST | NORRISTOWN | PA | 19401 | N/A | PC | Adult Education Programs | $10,000 |
| MIGHTY WRITERS | |||||||
| 12 E CHURCH LN | PHILADELPHIA | PA | 19144 | N/A | PC | Mighty Writers After-School Programs for Bilingual Students in Southern Chester County | $50,000 |
| MISSION EDGE SAN DIEGO | |||||||
| 2820 ROOSEVELT RD STE 104 | SAN DIEGO | CA | 92106 | N/A | PC | TFM Cybersecurity Scholarship fund for Veterans | $140,000 |
| MISSION EDGE SAN DIEGO | |||||||
| 2820 ROOSEVELT RD STE 104 | SAN DIEGO | CA | 92106 | N/A | PC | Task Force Movement CDL Scholarship fund for veterans and SIV Afghan refugees | $112,000 |
| MOMS HOUSE INC OF GREATER PHILADELPHIA | |||||||
| 865 S MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Free childcare for low-income single parents returning to school | $15,000 |
| NORTH MONTCO EDUCATIONAL FOUNDATION | |||||||
| 1265 SUMNEYTOWN PIKE | LANSDALE | PA | 19446 | N/A | PC | Training that Works Scholarship fund | $40,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS ROAD | WEST CHESTER | PA | 19380 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS ROAD | WEST CHESTER | PA | 19380 | N/A | PC | Charitable Event | $2,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS ROAD | WEST CHESTER | PA | 19380 | N/A | PC | Funding for Children's Camp & Extracurricular Activities | $5,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS ROAD | WEST CHESTER | PA | 19380 | N/A | PC | Charitable Event | $5,000 |
| NORTHAMPTON COUNTY AREA COMMUNITY COLLEGE FOUNDATI | |||||||
| 3835 GREEN POND RD | BETHLEHEM | PA | 18020 | N/A | PC | Workforce Training Emergency Relief Fund | $5,000 |
| NORTHAMPTON COUNTY AREA COMMUNITY COLLEGE FOUNDATI | |||||||
| 3835 GREEN POND RD | BETHLEHEM | PA | 18020 | N/A | PC | Northampton Community College (NCC) Lineworker Training Scholarship fund | $50,000 |
| OPEN HEARTH INC | |||||||
| 701 MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Music Sponsorship fund | $300 |
| OPEN HEARTH INC | |||||||
| 701 MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Family Savings Partner Program | $35,000 |
| ORION COMMUNITIES INC | |||||||
| 237 BRIDGE ST | PHOENIXVILLE | PA | 19460 | N/A | PC | STARS - book distribution to underserved communities | $10,000 |
| ORION COMMUNITIES INC | |||||||
| 237 BRIDGE ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Chester County Bridges Coalition | $10,000 |
| OXFORD AREA NEIGHBORHOOD SERVICES CENTER INC | |||||||
| 35 N 3RD ST | OXFORD | PA | 19363 | N/A | PC | Oxford Fire Victims Fund | $5,000 |
| OXFORD CIVIC ASSOCIATION | |||||||
| PO BOX 34 | OXFORD | PA | 19363 | N/A | PC | Oxford Police Department Toy Drive | $2,500 |
| OXFORD CIVIC ASSOCIATION | |||||||
| PO BOX 34 | OXFORD | PA | 19363 | N/A | PC | micro grant program for Oxford small businesses | $5,000 |
| PARENTCHILD PLUS INC | |||||||
| 242 W 30TH ST RM 1100 | NEW YORK | NY | 10001 | N/A | PC | Equal Possibilities from the Start - Providing School Readiness for all of Philadelphia's Children | $61,000 |
| PARKESBURG POINT | |||||||
| PO BOX 731 | PARKESBURG | PA | 19365 | N/A | PC | Youth Apprentice & Trade's Education Program | $15,000 |
| PENNSYLVANIA CONFERENCE FOR WOMEN | |||||||
| PO BOX 37635 | PHILADELPHIA | PA | 19101 | N/A | PC | Charitable Event | $2,990 |
| PENNSYLVANIA INSTITUTE OF TECHNOLOGY | |||||||
| 800 MANCHESTER AVE | MEDIA | PA | 19063 | N/A | PC | Student Hardship Funds | $5,000 |
| PENNSYLVANIA INSTITUTE OF TECHNOLOGY | |||||||
| 800 MANCHESTER AVE | MEDIA | PA | 19063 | N/A | PC | P.I.T. Academic Scholarship fund | $50,000 |
| PENNSYLVANIA INSTITUTE OF TECHNOLOGY | |||||||
| 800 MANCHESTER AVE | MEDIA | PA | 19063 | N/A | PC | Equipment for Health Science | $19,851 |
| PENNSYLVANIA PHILHARMONIC | |||||||
| 4513 PENNELL RD STE 2 | ASTON | PA | 19014 | N/A | PC | Virtual Education Program | $5,000 |
| PENNSYLVANIAS STATE SYSTEM OF HIGHER EDUCATION FOU | |||||||
| 100 NOBLE BLVD STE 10 1014 | CARLISLE | PA | 17013 | N/A | PC | The Commercial Driver's License (CDL) Scholarship fund | $30,000 |
| PENNSYLVANIAS STATE SYSTEM OF HIGHER EDUCATION FOU | |||||||
| 100 NOBLE BLVD STE 10 1014 | CARLISLE | PA | 17013 | N/A | PC | Keystone Extraordinary Emergency Program (KEEP) | $25,000 |
| PENNSYLVANIAS STATE SYSTEM OF HIGHER EDUCATION FOU | |||||||
| 100 NOBLE BLVD STE 10 1014 | CARLISLE | PA | 17013 | N/A | PC | Supporting Student Success Scholarship fund & Transfer Scholarship fund | $50,000 |
| PENNSYLVANIAS STATE SYSTEM OF HIGHER EDUCATION FOU | |||||||
| 100 NOBLE BLVD STE 10 1014 | CARLISLE | PA | 17013 | N/A | PC | The Clinical Medical Assistant (CMA) Scholarship fund | $60,000 |
| POTTSTOWN CHILDRENS DISCOVERY CENTER | |||||||
| 248 WALNUT ST | POTTSTOWN | PA | 19464 | N/A | PC | PCDC reading mystery box / Pottstown Play Streets | $3,700 |
| PREPARED TO THRIVE | |||||||
| 260 EXTON SQ MALL SUITE 254 | EXTON | PA | 19341 | N/A | PC | General & Unrestricted | $10,500 |
| ROCK TO THE FUTURE | |||||||
| 1201 N 3RD ST 283 | PHILADELPHIA | PA | 19122 | N/A | PC | Rock to the Future Trade School Fund | $20,000 |
| ROCK TO THE FUTURE | |||||||
| 1201 N 3RD ST 283 | PHILADELPHIA | PA | 19122 | N/A | PC | Charitable Event | $5,000 |
| ROWAN UNIVERSITY FOUNDATION INC | |||||||
| 201 MULLICA HILL RD SHPEEN HALL | GLASSBORO | NJ | 08028 | N/A | PC | 3+1 Program Tuition Support fund for Students in their Final Year | $100,000 |
| RSVP VOLUNTEERS | |||||||
| 901 E 8TH AVE STE 200 | KING F PRUSSIA | PA | 19406 | N/A | PC | RSVP Family Literacy/Lucky Reader Program | $63,465 |
| SAINT JOSEPHS UNIVERSITY | |||||||
| 5600 CITY AVE | PHILADELPHIA | PA | 19131 | N/A | PC | student coaching programs | $20,000 |
| SANCTUARY FARM PHILA | |||||||
| 2337 W BERKS ST 2345 | PHILADELPHIA | PA | 19121 | N/A | PC | Sanctuary Farm Therapeutic Gardening Program | $20,000 |
| SILO WORKS | |||||||
| PO BOX 22 | OXFORD | PA | 19363 | N/A | PC | Growing Together Community Garden and Growing with SILO | $5,000 |
| SILO WORKS | |||||||
| PO BOX 22 | OXFORD | PA | 19363 | N/A | PC | Oxford Fire Assistance | $5,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | N/A | PC | Math Practice Program | $77,800 |
| THADDEUS STEVENS FOUNDATION | |||||||
| 740 E END AVE | LANCASTER | PA | 17602 | N/A | PC | Thaddeus Stevens College Economic Prosperity Tuition Support fund | $200,000 |
| THE COMMUNITYS FOUNDATION | |||||||
| 6 E HINCKLEY AVE STE 203 | RIDLEY PARK | PA | 19078 | N/A | PC | Edgewood Elementary School Inclusive Playground fund | $50,000 |
| THE COMMUNITYS FOUNDATION | |||||||
| 6 E HINCKLEY AVE STE 203 | RIDLEY PARK | PA | 19078 | N/A | PC | Eddystone, PA Imagination Library - Delco PILOT | $2,500 |
| THE GARAGE COMMUNITY AND YOUTH CENTER | |||||||
| PO BOX 1158 | KENNETT SQUARE | PA | 19348 | N/A | PC | MAPS & Career Compass programs | $15,000 |
| THE HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 8915 | LANCASTER | PA | 17604 | N/A | SO I | STEP to Physician Office Assistant Program | $64,750 |
| THE HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 8915 | LANCASTER | PA | 17604 | N/A | SO I | Certified Nurse Aide Program Scholarship fund | $36,720 |
| THE PHOENIXVILLE JAYCEES FOUNDATION | |||||||
| 8 GAY ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Lemonade Day fund | $5,000 |
| THISTLE HILLS INC | |||||||
| 323 E LINCOLN HWY | COATESVILLE | PA | 19320 | N/A | PC | Pottery Classes for recovery house clients | $3,600 |
| THISTLE HILLS INC | |||||||
| 323 E LINCOLN HWY | COATESVILLE | PA | 19320 | N/A | PC | General & Unrestricted | $1,440 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Spartan Leadership Program | $16,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Developing Youth Leaders in Chester County | $40,000 |
| TREE HOUSE BOOKS | |||||||
| 1430 W SUSQUEHANNA AVE | PHILADELPHIA | PA | 19121 | N/A | PC | Delivery of Books and Literacy to North Philadelphia | $25,000 |
| TRELLIS FOR TOMORROW | |||||||
| 35 HALL ST STE 302 | PHOENIXVILLE | PA | 19460 | N/A | PC | GROW Careers - Youth Career Assessment & Planning Pilot Program | $20,000 |
| TWIN VALLEY FIRE DEPT | |||||||
| PO BOX 181 | ELVERSON | PA | 19520 | N/A | PC | Charitable Event | $2,000 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | USO Transition Program | $40,000 |
| URBAN AFFAIRS COALITION | |||||||
| 1650 ARCH ST STE 2701 | PHILADELPHIA | PA | 19103 | N/A | PC | FathersRead365 - Literacy Resources | $25,000 |
| VALLEY FORGE EDUCATIONAL SERVICES | |||||||
| 1777 N VALLEY RD | MALVERN | PA | 19355 | N/A | PC | Read to Pet Pals Program | $4,000 |
| VALLEY HEALTH PARTNERS COMMUNITY HEALTH CENTER | |||||||
| 400 N 17TH ST SUITE 310 | ALLENTOWN | PA | 18104 | N/A | PC | Financial Recovery & Resilience Program | $20,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | Villanova Interdisciplinary Immigration Studies Training for Advocates (VIISTA) program | $42,750 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | Hardship Fund for Student Veterans | $20,000 |
| WALNUT STREET THEATRE CORP | |||||||
| 825 WALNUT ST | PHILADELPHIA | PA | 19107 | N/A | PC | WST Theatre School Scholarship fund | $3,400 |
| WELL ROOTED | |||||||
| 2415 BRYN MAWR AVE | ARDMORE | PA | 19003 | N/A | PC | General & Unrestricted | $30,000 |
| WEST CHESTER AREA EDUCATION FOUNDATION | |||||||
| 782 SPRINGDALE DR | EXTON | PA | 19341 | N/A | PC | Rustin High School Model UN Program Scholarship fund | $1,890 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | West Chester University Literacy for Justice Involved Youth Program | $4,910 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | WCU Literacy Department Family Literacy Night Initiative | $19,563 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | N/A | PC | Scholarship fund | $9,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | Summer 2023 Health Careers Summer Academy fund | $18,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | Paid Internship Fund | $50,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | Parenting Students Pathway to Success | $49,050 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | EN-BSN Emergency Fund | $50,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | P.R.I.Z.E. (Partnering in Raising Inclusive Zealous Educators) | $28,190 |
| WESTSIDE COMMUNITY CENTER | |||||||
| 430 HANNUM AVE | WEST CHESTER | PA | 19380 | N/A | PC | Mentorship and Youth Programs | $10,000 |
| WINGS FOR SUCCESS | |||||||
| PO BOX 1386 | EXTON | PA | 19341 | N/A | PC | General & Unrestricted | $30,000 |
| WINGS FOR SUCCESS | |||||||
| PO BOX 1386 | EXTON | PA | 19341 | N/A | PC | Charitable Event | $2,500 |
| WINGS FOR SUCCESS | |||||||
| PO BOX 1386 | EXTON | PA | 19341 | N/A | PC | Charitable Event | $2,500 |
| WOMENS RESOURCE CENTER | |||||||
| 113 W WAYNE AVE | WAYNE | PA | 19087 | N/A | PC | The PHEBE Financial Stability Program | $40,000 |
| YMIC FOUNDATION INC | |||||||
| 1500 W WOODBANK WAY | WEST CHESTER | PA | 19380 | N/A | PC | YMWIC Scholarship fund | $45,000 |
| YMIC FOUNDATION INC | |||||||
| 1500 W WOODBANK WAY | WEST CHESTER | PA | 19380 | N/A | PC | YMYWIC Career Readiness | $20,400 |
| YOUNGMOMS | |||||||
| PO BOX 376 | KENNETT SQ | PA | 19348 | N/A | PC | Life Skills Workshops | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,896,013 | 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 | $220,659 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $643,497 | 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 | -$180,105 | 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 | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $346,696 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $346,696 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $936,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,283,618 | 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 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| form 926 | Form 926 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| form 8865 | Form 8865 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (42 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AECOM - 5.125% - 03/15/2027 | $199,037 | $203,504 |
| AMERICAN EXPRESS CO - 4.990% - | $141,649 | $141,614 |
| BEACON ROOFING SUPPLY BOND REG | $224,744 | $217,125 |
| BERRY GLOBAL INC BOND REG S - | $302,650 | $291,000 |
| BLACK & DECKER INC - 6.272% - | $287,729 | $285,495 |
| BOYD GAMING - 4.750% - 12/01/2 | $225,993 | $216,444 |
| CENTENE CORP DEL SER B - 4.250 | $163,220 | $166,762 |
| CENTRAL GARDEN & PET CO NOTE - | $213,906 | $236,486 |
| CENTURY COMMUNITIES INC SER B | $630,485 | $609,154 |
| CITIGROUP INC - 4.300% - 11/20 | $164,100 | $167,699 |
| CITIGROUP INC NOTE - 4.140% - | $532,485 | $535,763 |
| CLEVELAND-CLIFFS INCNEW SER B | $586,765 | $563,059 |
| CROWN AMERS LLC SER B - 4.750% | $364,440 | $351,643 |
| ENCOMPASS - 4.750% - 02/01/203 | $157,140 | $164,908 |
| ENCOMPASS HEAL TH - 5.750% - 0 | $522,451 | $507,806 |
| ENPRO INDUSTRIES - 5.750% - 10 | $592,145 | $559,247 |
| FREEPORT MCMORAN - 4.125% - 03 | $109,434 | $110,024 |
| GOLDMAN SACHS GROUP - 4.250% - | $229,394 | $230,691 |
| GOLDMAN SACHS GROUP INC - 4.38 | $280,459 | $282,210 |
| GOODYEAR TIRE & RUBR - 5.000% | $538,087 | $514,500 |
| HCA 3.5% 09/01/2030 - 3.500% - | $118,454 | $126,120 |
| HCA INC - 5.375% - 02/01/2025 | $491,572 | $477,364 |
| HILTON DOMESTIC INC SER B - 4. | $252,545 | $266,632 |
| HUMANA INC - 5.700% - 03/13/20 | $288,970 | $289,265 |
| JOHN HOPKINS - 4.705% - 07/01/ | $226,760 | $241,464 |
| MANUFACTURERS & TRADERS TR CO | $188,146 | $187,168 |
| MORGAN STANLEY - 3.620% - 04/1 | $112,726 | $114,310 |
| MORGAN STANLEY - 3.950% - 04/2 | $224,021 | $228,245 |
| NRG ENERGY - 6.625% - 01/15/20 | $274,275 | $265,531 |
| OCCIDENTAL PETROLEUM - 5.550% | $64,484 | $65,468 |
| OSHKOSH CORP - 3.100% - 03/01/ | $120,927 | $126,217 |
| PNC FINL - 3.900% - 04/29/2024 | $232,575 | $235,618 |
| PNC FINL SVCS - 6.615% - 10/20 | $149,982 | $153,592 |
| RANGE RES CORP NOTE - 4.875% - | $191,040 | $184,692 |
| SCOTTS MIRACLE GRO CO NOTE - 5 | $332,393 | $312,906 |
| SELECT MEDICAL CORP BOND REG S | $962,225 | $930,001 |
| STARWOOD PROPERT - 4.750% - 03 | $51,639 | $49,335 |
| TELEFLEX INC - 4.625% - 11/15/ | $42,460 | $44,920 |
| TOLL BROS FIN CORP - 3.800% - | $303,125 | $326,403 |
| TOLL BROS FIN CORP - 4.875% - | $117,823 | $119,475 |
| US BANCORP SER CC - 6.787% - 1 | $48,985 | $50,127 |
| WESCO DISTR INC BOND REG S - 7 | $473,725 | $452,250 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BENTLEY SYSTEMS INC CL B | StockNm |
| EOY Book Value | $6,032,358 | EOYBookValueAmt |
| EOYFMV | $7,951,710 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $116,974 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $117,718 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIN CAPITAL CREDIT CLO MANAGE | $1,607,567 | $1,588,507 |
| CHURCHILL MIDDLE MARKET SENIOR | $2,610,862 | $2,675,936 |
| WCAS XIV NORSTELLA, L.P | $288,664 | $307,553 |
| WCAS XIV, L.P | $486,802 | $426,330 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $93,071 | $93,071 | |
| Bank Charges | $225 | $225 | |
| Digital Subscriptions | $204 | $204 | |
| Foundation Dues & Memberships | $286 | $286 | |
| K-1 Exp BAIN CAPITAL CREDIT CL | $291 | $291 | |
| K-1 Exp CHURCHILL MIDDLE MARKE | $37,064 | $37,064 | |
| K-1 Exp WCAS XIV NORSTELLA, L. | $16,099 | $16,099 | |
| K-1 Exp WCAS XIV, L.P | $77,448 | $77,448 | |
| OFFICE SUPPLIES | $260 | $260 | |
| Postage/Delivery Service | $720 | $720 | |
| SOCIAL MEDIA/ADVERTISING EXP | $635 | $635 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $679 | $679 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BAIN CAPITAL CREDIT CLO MANAGEMENT ( | $252,365 | $252,365 |
| K-1 Inc/Loss CHURCHILL MIDDLE MARKET SENIOR LOAN | $346,839 | $143 |
| K-1 Inc/Loss WCAS XIV, L.P | $363 | $363 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $65,065 | Amt |
| Net Investment Income | $65,065 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $10,400 |
| 990-PF Extension for 2022 | $110,200 |
| 990-T Income Tax for 2022 | $27,852 |