POTTSTOWN REGIONAL COMMUNITY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- POTTSTOWN REGIONAL COMMUNITY FOUNDATION (EIN 23-2344729)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202321309349102292
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2023-05-10T12:08:27-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | MICHAEL JAMGOCHIAN | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 6103232006 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | JAMGOCHIAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRISON PEREIRA | PreparerPersonNm |
| PTIN | P00746867 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,931,339 | 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 | $215,442 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,952,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,952,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,374,941 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,222,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,374,941 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,025 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,553,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,327,562 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $261,516 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,673 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $156,909 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $815,601 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $201,661 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $648,958 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $292,199 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $59,944 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $195,131 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,606 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22,606 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $417,004 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,772 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $247,074 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $103,435 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,302 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $20,302 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $106,771 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $21,354 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $78,614 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,147 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,829 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,547 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,949 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $790 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $295 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $563,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $409,093 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,644,136 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $633,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,764,621 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,963,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,721,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,607,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $633,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,486,091 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,054,327 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,693,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,196 | CashBOYAmt |
| Cash EOY | $354,934 | CashEOYAmt |
| Cash EOYFMV | $354,934 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,935 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $403,470 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $403,470 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $130,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $36,581 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $36,581 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $87,397,788 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,546,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,546,316 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $711,467 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $551,373 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $551,373 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $411,105 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $372,440 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $40,681 | LandBOYAmt |
| Land EOY | $38,665 | LandEOYAmt |
| Land EOYFMV | $38,665 | LandEOYFMVAmt |
| Total Assets BOY | $88,468,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,931,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,931,339 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $139,798 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $235,075 | AccountsPayableEOYAmt |
| Grants Payable BOY | $40,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $281,750 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $17,005,461 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,068,455 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,185,259 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,585,280 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $71,282,808 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $56,346,059 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,282,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,346,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,468,067 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,931,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,282,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,054,327 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,715,380 | OtherIncreasesAmt |
| Subtotal | $71,943,861 | SubtotalAmt |
| Other Decreases | $15,597,802 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,346,059 | 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 | $17,222,900 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,847,959 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,374,941 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,374,941 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,374,941 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,344 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,344 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,231 | 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 | $49,231 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $2,159 | 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 (18 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 | $261,516 | $45,097 | $0 |
| LINDA FLEDERBACH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| PETER GLENNON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| B DOUGLAS TRAINER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| DEBORAH LEE | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $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 | MEMBER | 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 |
| WIN SOMBOONSONG | ||||||||
| 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 | $133,710 | $24,851 | $0 |
| CRAIG COLISTRA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $98,428 | $26,282 | $0 |
| ASHIA COOPER | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $92,573 | $22,516 | $0 |
| ROSEMARIE WALTERS | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | OFFICE MANAGER | 40.00 | $105,481 | $6,676 | $0 |
| MICHAEL JAMGOCHIAN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | CONTROLLER | 40.00 | $98,182 | $13,568 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | 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 | $151,455 |
| THE ANDERSON GROUP | |||||
| 879 FRTIZTOWN ROAD | SINKING SPRING | PA | 19608 | BEHAVIORAL MARKETING | $76,136 |
| COMMUNITY IMPACT CONSULTANTS | |||||
| 2004 NEWBRIDGE RD | BELLMORE | NY | 11710 | CONSULTANCY SERVICES | $61,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | 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 | $83,540,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $40,111 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,852,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,852,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,257,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,594,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,129,743 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,129,743 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,344 | TotalTaxAmt |
| Distributable Before Adj | $4,078,399 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,078,399 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,078,399 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,486,091 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,486,091 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,078,399 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $501,389 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $201,012 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $472,545 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,960 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $925,903 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,158,809 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,486,091 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,078,399 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $407,692 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,566,501 | 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 | $501,389 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,065,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $201,012 | ExcessFromYear4Amt |
| Excess From Year3 | $472,545 | ExcessFromYear3Amt |
| Excess From Year2 | $57,960 | ExcessFromYear2Amt |
| Excess From Year1 | $925,903 | ExcessFromYear1Amt |
| Excess From Current Year | $407,692 | 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 (70 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 | ACLAMO'S POTTSTOWN COMMUNITY HEALTH CONNECTIONS PROGRAM | $65,000 |
| BOROUGH OF POTTSTOWN | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PLAY STREETS CONTRACT ($1,000), WASHINGTON/WEST STREET PARK IMPROVEMENTS PROJECT ($25,000) | $26,000 |
| BOYERTOWN AREA MULTI-SERVICE INC | ||||||
| 200 WEST SPRING STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | INTERIOR AND EXTERIOR BASKETBALL COURT IMPROVEMENT PLAN | $61,712 |
| BOYERTOWN AREA SCHOOL DISTRICT | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | BRAIN BODY MIND CONNECTION | $80,000 |
| BROOKSIDE MONTESSORI | ||||||
| 1075 ROUTE 100 | BECHTELSVILLE | PA | 19505 | SCHOOL | B-WELL PROGRAM. | $4,000 |
| CAMPHILL VILLAGE KIMBERTON HILLS | ||||||
| PO BOX 1045 | KIMBERTON | PA | 19442 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $7,500 |
| CARSON VALLEY CHILDREN'S AID | ||||||
| 1314 DEKALB STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | WOMEN'S VOICES, HEALTHY CHOICES | $22,000 |
| CENTRO CULTURAL LATINO UNIDOS INC | ||||||
| BOX 613 19 S KEIM STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FIVE POINTS TO ACHIEVE A HEALTHY LATINO LIFESTYLE | $27,000 |
| CHESTER COUNTY FOOD BANK | ||||||
| 650 PENNSYLVANIA DRIVE | EXTON | PA | 19341 | PUBLIC CHARITY | FRESH2YOU MOBILE MARKET | $20,000 |
| CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY | ||||||
| PO BOX 706 | NORRISTOWN | PA | 19404 | PUBLIC CHARITY | IMPROVING ACCESS TO TRAUMA-INFORMED SERVICES | $25,000 |
| DANIEL BOONE AREA SCHOOL DISTRICT | ||||||
| 321 N FURNACE ST SUITE 200 | BIRDSBORO | PA | 19508 | GOVERNMENT ENTITY | DANIEL BOONE AREA SCHOOL DISTRICT WELLNESS PROGRAMS | $65,000 |
| DEVELOPMENTAL ENTERPRISES CORP | ||||||
| 333 E AIRY STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | HEALTHY EATING, HEALTHY LIVING | $19,000 |
| DOUGLASS TOWNSHIP | ||||||
| 1320 EAST PHILADELPHIA AVENUE | GILBERTSVILLE | PA | 19525 | GOVERNMENT ENTITY | SMITH ROAD PARK TREE REMOVAL, TREE PLANTING ($8,000), SMITH ROAD TREE REPLACEMENT GRANT ($2,000) | $10,000 |
| EAST COVENTRY TOWNSHIP PARKS AND RECREATION | ||||||
| 855 ELLIS WOODS ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | PARKER FORD RIVERSIDE PARK ENGINEERING PROJECT | $35,000 |
| EXPRESSIVE THERAPY CONCEPTS INC | ||||||
| 125 PROSPECT STREET | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | SMASHVILLE BADMINTON: KIDS AND ADULT FITNESS PROGRAM | $15,000 |
| FAMILY SERVICES OF MONTGOMERY COUNTY | ||||||
| 3125 RIDGE PIKE | EAGLEVILLE | PA | 19403 | PUBLIC CHARITY | POSITIVE PARENTING PROGRAM INITATIVE ($20,330), DISBURSEMENT FROM DONOR ADVISED FUND ($50,000) | $70,330 |
| GREATER POTTSTOWN TENNIS ASSOCIATION | ||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GAME, SET, ADVANTAGE | $49,000 |
| JULIAN DORSEY FOUNDATION | ||||||
| 1014 CHERRINGTON DRIVE | HARRISBURG | PA | 17110 | PUBLIC CHARITY | ELIMINATING SEASONAL YOUTH PROGRAM GAPS WITHIN POTTSTOWN | $15,000 |
| LAUREL HOUSE | ||||||
| 605 SWEDE STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | CLINICAL COUNSELING SERVICES FOR VICTIMS OF DOMESTIC ABUSE | $2,000 |
| LINCOLN ELEMENTARY SCHOOL | ||||||
| 461 N YORK ST | POTTSTOWN | PA | 19464 | SCHOOL | DOUG TRAINER'S BOARD HONORARIUM/ 9 YEARS OF SERVICE | $5,000 |
| LOWER POTTSGROVE TOWNSHIP | ||||||
| 2199 BUCHERT ROAD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | SANATOGA PARK PLAYGROUND AND SIGNAGE PROJECT | $12,000 |
| 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 BENEFITS ACCESS FOR UNDERSERVED FAMILIES | $44,000 |
| MATERNITY CARE COALITION | ||||||
| 200 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | EARLY HEAD START (EHS) PROGRAM IN POTTSTOWN | $50,000 |
| MEALS ON WHEELS OF CHESTER COUNTY INC | ||||||
| 3 EAST STOW ROAD | MARLTON | NJ | 08053 | PUBLIC CHARITY | SP'22 GRANT AWARD - NUTRITIOUS MEALS FOR HOMEBOUND. | $3,000 |
| MITZVAH CIRCLE FOUNDATION | ||||||
| 2562 BOULEVARD OF THE GENERALS 100 | NORRISTOWN | PA | 19403 | PUBLIC CHARITY | CRITICAL NEEDS FOR HEALTHY FAMILIES, DIAPER BANK AND PERIOD SUPPLY PROGRAMS | $10,000 |
| NEW HANOVER EVANGELICAL LUTHERAN CHURCH | ||||||
| 2941 LUTHERAN RD | GILBERTSVILLE | PA | 19525 | CHURCH | NHELC LOAVES AND FISHES & GARDEN OF HOPE | $35,000 |
| NORTH COVENTRY TOWNSHIP | ||||||
| 845 S HANOVER ST | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | COVENTRY WOODS-CHESTNUT HILL TRAILHEAD IMPROVEMENTS PROJECT ($15,000), COVENTRY TRAIL PROJECT ($30,000) | $45,000 |
| OWEN J ROBERTS SCHOOL DISTRICT | ||||||
| 901 RIDGE ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | FIT FOR LIFE STRATEGIC WELLNESS PROGRAM | $80,000 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | 2022-2023 HEALTH AND WELLNESS | $40,000 |
| POTTSTOWN AREA POLICE ATHLETIC LEAGUE | ||||||
| PO BOX 176 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SUPPORTING PROGRAM IMPLENTATION AND OFFERING OPPORTUNITIES IN YOUTH SPORTS | $54,000 |
| POTTSTOWN AREA REGIONAL RECREATION COMMITTEE | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PARRC INTERACTIVE MAP AND STORY MAP PROJECT | $6,000 |
| POTTSTOWN ATHLETIC CLUB | ||||||
| 21 N HANOVER STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | FITNESSTOWN USA, CONTINUES. | $72,500 |
| POTTSTOWN BRANCH - PHILADELPHIA FREEDOM VALLEY YMCA | ||||||
| 724 N ADAMS STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | DRAGONFLY FOREST CAMPERSHIPS; STRUCTURED PLAY; SOCIOEMOTIONAL LEARNING & DISABILITY RIGHTS. | $5,000 |
| POTTSTOWN CHILDREN'S DISCOVERY CENTER | ||||||
| 95 S HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | NO KID LEFT OUT: GROWING A LOVE OF LEARNING | $41,250 |
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||
| 137 WALNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | DEI IN OUR HUMAN RESOURCES ($20,000), HEALTHY LIVING THROUGH ACCESSIBLE SERVICES ($50,000) | $70,000 |
| POTTSTOWN FARM | ||||||
| 17 N HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN FARM | $25,000 |
| POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMISSION | ||||||
| PO BOX 311 | NORRISTOWN | PA | 19404 | GOVERNMENT ENTITY | POTTSTOWN REGIONAL PARK IMPROVEMENT MINI-GRANT PROGRAM | $75,000 |
| POTTSTOWN PUBLIC LIBRARY | ||||||
| 550 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | INFORMED PATRONS ARE HEALTH PATRONS | $12,000 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | HEALTHY SCHOOL COMMUNITIES - HS GYM PROJECT ($25,000), HEALTHY SCHOOL COMMUNITIES ($70,000), PEAK WHOLE CHILD WELLNESS ($85,000) | $180,000 |
| PRESERVATION POTTSTOWN | ||||||
| 1304 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN COMMUNITY GARDENS | $62,500 |
| PROJECT PURPOSE | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SP'22 GRANT - MENTORING PROJECT ($54,000) AND L.FLEDERBACH BOARD HONORARIUM ($2,500). | $56,500 |
| ROYERSFORD OUTREACH | ||||||
| 350 MAIN STREET | ROYERSFORD | PA | 19468 | PUBLIC CHARITY | GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS | $25,000 |
| SALVATION ARMY | ||||||
| 137 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FALL '21 GRANT AWARD | $50,000 |
| SAVE ALLIANCE FOUNDATION | ||||||
| 35 KING ROAD | GREEN LANE | PA | 18054 | PUBLIC CHARITY | TEACHING KITCHENS: NOURISHING A COMMUNITY | $35,000 |
| SAVE OUR LANDS SAVE OUR TOWNS ENTERPRISES INC | ||||||
| 222 CHESTNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GROWING AND CONSERVING POTTSTOWN'S STREET TREES | $42,500 |
| SCHUYLKILL RIVER GREENWAY ASSOCIATION | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | POTTSTOWN OUTDOOR RECREATION HUB ($50,000), CIRCUIT RIDER PROGRAM: POTTSTOWN AREA REGIONAL PARKS COORDINATOR ($50,178) | $100,178 |
| SCORE MENTORS TRICOUNTY | ||||||
| 244 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | DONATION FROM DONOR ADVISED FUND | $1,000 |
| SPRING-FORD AREA SCHOOL DISTRICT | ||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | SFASD: WELLNESS MATTERS 2022-23 | $19,000 |
| TOWNSHIP OF UPPER POTTSGROVE | ||||||
| 1409 FARMINGTON AVENUE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | UPPER WEST/SPROGELS RUN TRAIL IMPROVEMENT PROJECT | $32,000 |
| TRELLIS FOR TOMORROW | ||||||
| 35 HALL STREET SUITE 302 | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | BUILDING A HEALTHIER FUTURE THROUGH YOUTH AND FOOD ($60,000), GREENHOUSE PROJECT ($10,000) | $70,000 |
| TRICOUNTY ACTIVE ADULT CENTER | ||||||
| 288 MOSER ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PRIME TIME HEALTH FOR OLDER ADULTS | $65,000 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | AMAZING RAISE GRANT ($5,000) AND EXPLOSION SUPPORT FUND ($10,000), RACIAL EQUITY LEARNING COMMUNITY PROJECT ($25,000), CAPACITY BUILDING ($20,000), ENGAGEMENT/EQUITY ($42,000), C2 & LAUNCHING LEADERS ($50,000), MAHN 2022 STRATEGIC PLAN ($5,000). | $157,000 |
| 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 |
| VISITING NURSE ASSOCIATION | ||||||
| 1963 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PERSONAL NAVIGATOR PROGRAM OF VNA-COMMUNITY SERVICES, INC. - IMPROVED HEALTH OUTCOMES THROUGH BENEFIT ACCESS | $25,000 |
| WEST POTTSROVE TOWNSHIP | ||||||
| 980 GROSSTOWN RD | STOWE | PA | 19464 | GOVERNMENT ENTITY | POOL PROPERTY MASTER PLAN ($15,000), OLD TIMER'S FIELD IMPROVEMENTS GRANT ($4,000) | $19,000 |
| YWCA TRI-COUNTY AREA | ||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | 2021-22 CAPACITY BUILDING AND HEALTHY PATHWAYS PROJECT PROGRAM SUPPORT | $108,000 |
| BUILDING A BETTER BOYERTOWN | ||||||
| 3 PHILADELPHIA AVENUE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | NO PLACE FOR HATE | $2,500 |
| BERKS COUNTY COMMUNITY FOUNDATION | ||||||
| 237 COURT STREET | READING | PA | 19601 | PUBLIC CHARITY | LINDA FLEDERBACH HONORARIUM/9 YEARS OF BOARD SERVICE | $2,500 |
| THE LENDING HELPING HANDS SERVICES | ||||||
| 626 LINCOLN AVENUE | POTTSTOWN | PA | 194644812 | PUBLIC CHARITY | THE NURTURING FOOD SERVICES | $5,000 |
| PHOENIXVILLE HEALTHCARE ACCESS | ||||||
| 100 1ST AVE | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | FALL '21 GRANT AWARD | $10,000 |
| POTTSTOWN AREA ECONOMIC DEVELOPMENT | ||||||
| 152 E HIGH STREET 200 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | ULI PHASE II | $25,000 |
| MONTGOMERY EARLY LEARNING CENTER | ||||||
| 201 SABINE AVENUE | NARBERTH | PA | 19072 | PUBLIC CHARITY | INCREASING OPPORTUNITIES FOR OUTDOOR ACTIVITIES AND GROSS MOTOR ENHANCEMENT | $11,000 |
| TRACES OF LOVE | ||||||
| 447 CLEARVIEW ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | ADVANCING GRIEF SUPPORT AND EDUCATION. | $12,000 |
| MENTAL HEALTH PARTNERSHIPS | ||||||
| 833 CHESTNUT ST SUITE 1100 | PHILADELPHIA | PA | 19107 | PUBLIC CHARITY | PROJECT RESTORE/RENEW | $12,500 |
| POTTSTOWN FAMILY CENTER | ||||||
| 1976 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PROJECT HEARTH (HELPING ELDERLY ADULTS REMAIN IN THEIR HOMES) | $19,000 |
| VARIETY- THE CHILDREN'S CHARITY OF THE DELAWARE VALLEY | ||||||
| 2950 POTSHOP RD | WORCESTER | PA | 19490 | PUBLIC CHARITY | VARIETYWORKS | $20,000 |
| POTTSTOWN PENGUINS ICE HOCKEY | ||||||
| PO BOX 564 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | DEVELOPING CORE VALUES THROUGH YOUTH ICE HOCKEY | $20,000 |
| ADVENTURE GROVE INCLUSIVE PLAYGROUND | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | HOFFMAN FIELD-ADVENTURE GROVE INCLUSIVE PLAYGROUND MASTER PLAN | $22,000 |
| BOYERTOWN MIDGET BASEBALL LEAGUE INC | ||||||
| PO BOX 34 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | MACKEY FIELD AT BOYERTOWN COMMUNITY PARK | $70,000 |
| MONTGOMERY COUNTY HOUSING AUTHORITY | ||||||
| 104 W MAIN STREET SUITE 1 | NORRISTOWN | PA | 19401 | GOVERNMENT ENTITY | BRIGHT HOPE COMMUNITY PLAY SPACE | $124,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,721,470 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $40,000 |
| ACLAMO | ||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | EMERGENCY FACILITY RENOVATION - OFFCYCLE GRANT | $10,000 |
| JULIAN DORSEY FOUNDATION | ||||||
| 1014 CHERRINGTON DRIVE | HARRISBURG | PA | 17110 | PUBLIC CHARITY | INFRASTRUCTURE GRANT 2 OF 2 | $15,000 |
| POTTSTOWN CHILDREN'S DISCOVERY CENTER | ||||||
| 95 S HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SPRING 2021 MATCHING GRANT | $21,250 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMUNITY COLLABORATIVE GRANT 2 OF 2 | $150,000 |
| FOUNDATION FOR BOYERTOWN EDUCATION | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | FOUNDATION FOR BOYERTOWN EDUCATION BUILDING SUSTAINABILITY | $30,500 |
| UNITED WAY OF BOYERTOWN | ||||||
| PO BOX 213 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | PAH&WF MATCHING GRANT WITH THE UNITED WAY OF BOYERTOWN AREA | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $281,750 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,952,621 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,374,941 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $10,025 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,327,562 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,025 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,337,587 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM & DOROTHY YECK FAMILY FOUNDATION | ||||||
| 1 | 1300 WHITETAIL LANE | SELLERSVILLE | PA | 18960 | $161,750 | Yes (X) |
| MILTON MARTYNY | ||||||
| 2 | 1000 N US HIGHWAY 1 UNIT BA102 | JUPITER | FL | 334774481 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT | CategoryTxt |
| Amt | $23,000 | Amt |
| Net Investment Income | $4,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $69,546,316 | EOYBookValueAmt |
| EOYFMV | $69,546,316 | 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 | $551,373 | BookValueAmt |
| EOYFMV | $551,373 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $22,606 | LegalFeesAmt |
| Net Investment Income | $22,606 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $15,597,802 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,319 | $264 | $567 |
| COMMUNICATION AND EDUCATIONAL PROGRAMS | $100,556 | $20,111 | $74,131 |
| OFFICE EXPENSE | $13,473 | $2,695 | $21,298 |
| DUES AND MEMBERSHIPS | $20,966 | $4,193 | $13,362 |
| INSURANCE | $22,048 | $4,410 | $33,899 |
| POSTAGE | $2,069 | $414 | $433 |
| WEBSITE LINK AND MAINTENANCE FEES | $179 | $36 | $0 |
| EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE | $58,454 | $11,691 | $38,251 |
| MISCELLANEOUS | $57,002 | $11,400 | $73,987 |
| PROGRAM EXPENSES | $182,028 | $0 | $153,165 |
| NONPROFIT EVENTS SUPPORT | $30,055 | $0 | $0 |
| ACCOUNTING CARRYOVER | $10,600 | $0 | $0 |
| PENSION PLAN - PMMC | $45,610 | $0 | $0 |
| SEMINAR EXPENSE | $19,247 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $10,025 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $10,025 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION BENEFIT - NONOPERATING INCOME | Desc |
| Amt | $1,715,380 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION EXPENSE | Desc |
| BOY Book Value | $17,005,461 | BOYBookValueAmt |
| EOY Book Value | $14,068,455 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $296,540 | $59,308 | $247,074 |
| INVESTMENT MANAGEMENT AND ADVISORY FEES | $120,464 | $120,464 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $103,435 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |