CEDARCREST CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CEDARCREST CHARITABLE FOUNDATION (EIN 27-3420282)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-15
- IRS object ID
- 202332279349100233
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T13:19:39-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273420282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Cedarcrest charitable foundation aka | BusinessNameLine1Txt |
| Business Name Line2 | Blbb Charitable | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Clifford Haugen | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Clifford | PersonFirstNm |
| Person Last | Haugen | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $42,709,641 | 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 | $2,637 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,637 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $791,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $791,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $663,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,281,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $663,934 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68,583 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,526,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,457,658 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $394,160 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,945 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $221,215 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,400 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,922 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,922 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $397 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $397 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85,676 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $598,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $310,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,051,518 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,051,518 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,650,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,361,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,123,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,284,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,288,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $639,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $639,416 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $588,669 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $592,293 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $36,038,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,107,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,831,142 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,443,594 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,646,790 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,646,790 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,770,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,981,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,709,641 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $39,770,363 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,981,993 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,770,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,981,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,770,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,981,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,770,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,123,932 | ExcessRevenueOverExpensesAmt |
| Other Increases | $335,562 | OtherIncreasesAmt |
| Subtotal | $38,981,993 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $38,981,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $9,281,371 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,617,437 | CostOrOtherBasisAmt |
| Gain Or Loss | $663,934 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $663,934 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $663,934 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,857 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,857 | SubtotalAmt |
| Tax Based On Investment Income | $17,857 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,041 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,041 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $184 | OverpaymentAmt |
| Applied To ES Tax | $184 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Laura W Brewer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Diana Loukedis Doherty | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Clifford Haugen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| W Dean Karrash | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| John T Lawton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLB&B Holdings LLC | |||||
| PO Box 1010 | Montgomeryville | PA | 18936 | Philanthropic | $219,037 |
| BLB&B Advisors LLC | |||||
| PO Box 1010 | MONTGOMERYVILLE | PA | 18936 | Investment MGMT | $172,945 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $73,280 |
| 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 | $41,944,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $890,089 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,637,137 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,472,218 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,472,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $682,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,790,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,239,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,239,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,857 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,857 | TotalTaxAmt |
| Distributable Before Adj | $2,221,650 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,221,650 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,221,650 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,361,728 | 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 | $2,361,728 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,221,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,723,508 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $2,361,728 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,723,508 | AppliedToYear1Amt |
| Applied To Current Year | $638,220 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,583,430 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Foundation Source | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SILVERSIDE ROAD SUITE 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | theute@foundationsource.com | RecipientEmailAddressTxt |
| Form And Info And Materials | HTTPS://BLBB.COM/CHARITABLE/#GRANTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HTTPS://BLBB.COM/CHARITABLE/#GRANTS | SubmissionDeadlinesTxt |
| Restrictions On Awards | BLBB CHARITABLE SUPPORTS INITIATIVES THAT HELP PEOPLE DISCOVER THEIR TRUE AND FULL POTENTIAL THROUGH EDUCATIONAL AND LEADERSHIP OPPORTUNITIES MAINLY IN THE GREATER PHILADELPHIA REGION. BLBB CHARITABLE ALSO PROMOTES THE CHARITABLE GIVING AND COMMUNITY SERVICE EFFORTS OF THE PARTNERS AND EMPLOYEES OF BLB&B ADVISORS, LLC BY PROVIDING MATCHING FUND AND VOLUNTEER INCENTIVE GRANTS FOR COMMUNITY LEADERSHIP. BLBB CHARITABLE DOES NOT ACCEPT UNSOLICITED FULL PROPOSALS, BUT FOR INFORMATION ABOUT SUBMISSION OF LETTERS OF INTENT AND ADDITIONAL INFORMATION ABOUT GIVING AREAS, PLEASE GO TO: HTTPS://BLBB.COM/CHARITABLE/. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (186 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABINGTON MEMORIAL HOSPITAL FOUNDATION | |||||||
| 1101 MARKET ST SUITE 2004 | PHILADELPHIA | PA | 19107 | N/A | PC | General support (Employee matching) | $500 |
| ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | AIM Institute for Learning & Research - Learning Management System | $50,000 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | Family Self-Sufficiency Program | $25,000 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | General support (Employee matching) | $1,000 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | Achieve the Dream Scholarship Fund | $6,250 |
| ACT II PLAYHOUSE LTD | |||||||
| 56 E BUTLER AVE | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $1,000 |
| ALS HOPE FOUNDATION | |||||||
| 219 N BROAD ST 7TH FL | PHILADELPHIA | PA | 19107 | N/A | PC | Dr. Robert Sinnott Research Lab | $2,500 |
| ARCHBISHOP RYAN HIGH SCHOOL | |||||||
| 11201 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | The Boccella Family Scholarship Fund | $3,000 |
| BOWDOIN COLLEGE | |||||||
| 4100 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | PC | Walter Cranston Brewer Fund | $3,000 |
| BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC | |||||||
| 1635 RIVER RD | NEW HOPE | PA | 18938 | N/A | PC | Interpreting the Preserve High Impact Trail Sign Project | $10,000 |
| BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC | |||||||
| 1635 RIVER RD | NEW HOPE | PA | 18938 | N/A | PC | Charitable Event | $2,500 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Bucknell Accounting and Financial Management (ACFM) | $8,000 |
| BUCKS COUNTY CHORAL SOCIETY INC | |||||||
| PO BOX 702 | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $6,500 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $5,000 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | BLBB Educational Internship Program at Mercer Museum & Fonthill Castle | $20,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | General support (Employee matching) | $1,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Economic Self-Sufficiency Program | $25,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | General & Unrestricted | $7,000 |
| BUCKS-MONT COLLABORATIVE | |||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | N/A | PC | Charitable Event | $500 |
| BUCKS-MONT COLLABORATIVE | |||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | N/A | PC | General & Unrestricted | $15,000 |
| BUILDING A BRIDGE TO UGANDA | |||||||
| 2617 HUNTINGDON PIKE | HUNTINGDON VY | PA | 19006 | N/A | PC | General support (Employee matching) | $1,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | General support (Employee matching) | $2,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | Blue Gray Scholarship Fund | $5,000 |
| CARROLL COUNTY YMCA-CAMP HUCKINS | |||||||
| 17 CAMP HUCKINS RD | FREEDOM | NH | 03836 | N/A | PC | Annual Camper Scholarship Fund and Annual Fund | $2,000 |
| CENTER SCHOOL | |||||||
| 2450 HAMILTON AVE | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $3,000 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 100 SOUTH BROAD ST SUITE 1200 | PHILADELPHIA | PA | 19110 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 100 SOUTH BROAD ST SUITE 1200 | PHILADELPHIA | PA | 19110 | N/A | PC | Charitable Event | $10,000 |
| CHINCOTEAGUE ISLAND ARTS ORGANIZATION INC | |||||||
| PO BOX 1217 | CHINCOTEAGUE | VA | 23336 | N/A | PC | General & Unrestricted | $1,000 |
| CHINCOTEAGUE ISLAND LIBRARY INC | |||||||
| 4077 MAIN ST | CHINCOTEAGUE | VA | 23336 | N/A | PC | General & Unrestricted | $2,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH ST MC4523 | NEW YORK | NY | 10025 | N/A | PC | general purpose (Employee matching) | $200 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | Charitable Event | $5,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | Board Service Leadership (General Purpose Grant) | $5,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $6,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $25,000 |
| COMMUNITY VOLUNTEERS IN MEDICINE INC | |||||||
| 300 LAWRENCE DR STE B | WEST CHESTER | PA | 19380 | N/A | PC | general purpose (Employee matching) | $2,000 |
| CONSUMER CREDIT COUNSELING SERVICE OF DELAWARE VAL | |||||||
| 1635 MARKET ST 5TH FL | PHILADELPHIA | PA | 19103 | N/A | PC | Montgomery County Financial Empowerment Center Expansion | $50,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | General support (Employee matching) | $1,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | Horizons at Cristo Rey | $20,000 |
| DELTA COMMUNITY SUPPORTS INC | |||||||
| 1777 SENTRY PKWY WEST | BLUE BELL | PA | 19422 | N/A | PC | Board Service Leadership (General Purpose Grant) | $5,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST | PHILADELPHIA | PA | 19122 | N/A | PC | Board Service Leadership (General Purpose Grant) | $1,000 |
| EVERY GOOD GIFT | |||||||
| PO BOX 541 | ABINGTON | PA | 19001 | N/A | PC | Board Service Leadership (General Purpose Grant) | $5,000 |
| FAMILIES BEHIND THE BADGE CHILDRENS FOUNDATION | |||||||
| 555 E N LANE | CONSHOHOCKEN | PA | 19428 | N/A | PC | Charitable Event | $7,500 |
| FIRST UNITED CHURCH OF CHRIST | |||||||
| 151 S 4TH ST | QUAKERTOWN | PA | 18951 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Charitable Event | $2,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | The Nature Play Project at Briar Bush Nature Center and Lead Sponsorship of Annual Gala | $16,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF THE CYNWYD TRAIL INC | |||||||
| PO BOX 695 | BALA CYNWYD | PA | 19004 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY | |||||||
| 520 VIRGINIA DR | FT WASHINGTON | PA | 19034 | N/A | PC | General support (Employee matching) | $200 |
| FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY | |||||||
| 520 VIRGINIA DR | FT WASHINGTON | PA | 19034 | N/A | PC | General support (Employee matching) | $200 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $2,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $20,000 |
| GLOBALGIVING FOUNDATION INC | |||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Ukraine Fund (Employee matching) | $400 |
| GWYNEDD-MERCY ACADEMY | |||||||
| PO BOX 902 1345 SUMNEYTOWN PIKE | GWYNEDD VALLEY | PA | 19437 | N/A | PC | L.E.A.D. Program | $25,000 |
| HAVERFORD SCHOOL | |||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | N/A | PC | General support (Employee matching) | $1,500 |
| HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA | |||||||
| 600 CHESTNUT ST STE 500B | PHILADELPHIA | PA | 19106 | N/A | PC | general purpose (Employee matching) | $1,000 |
| HOLY GHOST PREPARATORY SCHOOL | |||||||
| 2429 BRISTOL PIKE | BENSALEM | PA | 19020 | N/A | PC | general purpose (Employee matching) | $1,200 |
| HOLY TRINITY EVANGELICAL LUTHERAN CHURCH | |||||||
| 2086 PARKVIEW AVE | ABINGTON | PA | 19001 | N/A | PC | Volunteer Service Leadership (General Purpose Grant) | $1,000 |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL RD STE 400 | BROOMALL | PA | 19008 | N/A | PC | Inaugural Scholar Leadership Conference in 2022 | $15,000 |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL RD STE 400 | BROOMALL | PA | 19008 | N/A | PC | Empower Mentoring Program and Leadership Conference | $5,000 |
| JEVS HUMAN SERVICES | |||||||
| 1845 WALNUT ST FL 7 | PHILADELPHIA | PA | 19103 | N/A | PC | Charitable Event | $2,500 |
| JUNIATA COLLEGE | |||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | N/A | PC | General & Unrestricted | $2,000 |
| JUNIOR LEAGUE OF PHILADELPHIA INC | |||||||
| 27 W LANCASTER AVE | ARDMORE | PA | 19003 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| KING BAUDOUIN FOUNDATION UNITED STATES INC | |||||||
| 551 FIFTH AVE SUITE 2400 | NEW YORK | NY | 10176 | N/A | PC | general purpose (Employee matching) | $206 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | Volunteer Service Leadership (General Purpose Grant) | $1,000 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | general purpose (Employee matching) | $200 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | annual Dinner Dance fund, 180 Degree Program Fund and general operating fund | $5,000 |
| LIBERTY LUTHERAN SERVICES | |||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| LIBERTY LUTHERAN SERVICES | |||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $3,000 |
| LIFE ROLLS ON FOUNDATION | |||||||
| PO BOX 45770 | LOS ANGELES | CA | 90045 | N/A | PC | general purpose (Employee matching) | $500 |
| LOWER MERION TOWNSHIP SCHOLARSHIP FUND | |||||||
| PO BOX 346 | ARDMORE | PA | 19003 | N/A | PC | General support (Employee matching) | $1,000 |
| MAIN LINE RESCUE INC | |||||||
| PO BOX 89 | CHESTER SPRGS | PA | 19425 | N/A | PC | General support (Employee matching) | $200 |
| MARINE CORPS SCHOLARSHIP FOUNDATION INC | |||||||
| 909 N WASHINGTON ST STE 400 | ALEXANDRIA | VA | 22314 | N/A | PC | General and Unrestrictedfor the Philadelphia Campaign | $2,500 |
| MARY MOTHER OF THE REDEEMER CATHOLIC CHURCH | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | General support (Employee matching) | $480 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Innovation Lab project | $10,000 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Innovation Lab | $15,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | General support (Employee matching) | $10,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Professional Development fund | $25,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | General & Unrestricted | $4,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Charitable Event | $2,500 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| MEADOWOOD CORPORATION | |||||||
| 3205 SKIPPACK PIKE | WORCESTER | PA | 19490 | N/A | PC | General support (Employee matching) | $200 |
| MERCY VOCATIONAL HIGH SCHOOL SISTERS OF MERCY - ME | |||||||
| 2900 W HUNTING PARK AVE | PHILADELPHIA | PA | 19129 | N/A | PC | General & Unrestricted | $2,000 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | Board Service Leadership (General Purpose) | $5,000 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | General support (Employee matching) | $1,000 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | General support (Employee matching) | $4,000 |
| MINERVA INSTITUTE FOR RESEARCH AND SCHOLARSHIP | |||||||
| 14 MINT PLZ FL 3 | SAN FRANCISCO | CA | 94103 | N/A | PC | Scholarship fund for undergraduate students as part of the need-based financial aid program of the university (see general explanation) | $297,972 |
| MINERVA INSTITUTE FOR RESEARCH AND SCHOLARSHIP | |||||||
| 14 MINT PLZ FL 3 | SAN FRANCISCO | CA | 94103 | N/A | PC | Scholarship fund for undergraduate students as part of the need-based financial aid program of the university | $77,028 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 340 DEKALB PIKE | BLUE BELL | PA | 19422 | N/A | PC | Board Service Leadership (general purpose) | $5,000 |
| MOUNT SAINT JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | Mount Crew Program; Mount Crew Program - Franklin Award; and Mount Fund | $7,500 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | General support (Employee matching) | $600 |
| NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN | |||||||
| 1000 VALLEY FORGE RD | PHOENIXVILLE | PA | 19460 | N/A | PC | General support (Employee matching) | $1,000 |
| NATIONALITIES SERVICE CENTER OF PHILADELPHIA | |||||||
| 1216 ARCH ST FL 4 | PHILADELPHIA | PA | 19107 | N/A | PC | General Support (Employee Matching) | $226 |
| NEW LIFE PRESBYTERIAN CHURCH OF GLENSIDE | |||||||
| 467 N EASTON RD | GLENSIDE | PA | 19038 | N/A | PC | General support (Employee matching) | $5,000 |
| NIAGARA UNIVERSITY | |||||||
| PO BOX 2008 | NIAGARA UNIVERSITY | NY | 14109 | N/A | PC | general purpose (Employee matching) | $200 |
| NORTH DAKOTA MUSEUM OF ART | |||||||
| 261 CENTENNIAL DR STOP 7305 | GRAND FORKS | ND | 58202 | N/A | PC | Board Service Leadership (General purpose) | $5,000 |
| OPEN HEARTH INC | |||||||
| 701 MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Board Service Leadership (General Purpose) | $3,000 |
| PEGASUS THERAPEUTIC RIDING ACADEMY INC | |||||||
| 8297 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | N/A | PC | General support (Employee matching) | $200 |
| PENNSYLVANIA CPA FOUNDATION | |||||||
| 1801 MARKET ST STE 2400 | PHILADELPHIA | PA | 19103 | N/A | SO I | General & Unrestricted | $5,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Ecological Internship Program | $20,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Community Educational Center | $50,000 |
| PHILADELPHIA ANIMAL WELFARE SOCIETY | |||||||
| 100 N 2ND ST | PHILADELPHIA | PA | 19106 | N/A | PC | General support (Employee matching) | $2,000 |
| PHILADELPHIA LEADERSHIP FOUNDATION | |||||||
| 2821 ISLAND RD STE 102C | PHILADELPHIA | PA | 19153 | N/A | PC | Life Turning Point of Philadelphia (Employee matching) | $6,000 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $20,000 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | Charitable Event | $10,000 |
| PHILANTHROPITCH | |||||||
| 1023 SPRINGDALE RD 1J | AUSTIN | TX | 78721 | N/A | PC | Philanthropitch Philadelphia | $5,000 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 230 SOUTH BROAD ST SUITE 402 | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $10,000 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | Board Service Leadership (general purpose) | $5,000 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | Charitable Event | $2,500 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | General support (Employee matching) | $4,000 |
| PHOENIXVILLE AREA COMMUNITY SERVICES INC | |||||||
| 101 BUCHANAN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Board Service Leadership (general purpose) | $2,000 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | Expansion of Montessori Classroom | $15,000 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | general purpose (Employee matching) | $8,500 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | Board Service Leadership (general purpose) | $5,000 |
| RIVERWOOD THERAPEUTIC RIDING CENTER INC | |||||||
| 6825 ROLLING VIEW DR | TOBACCOVILLE | NC | 27050 | N/A | PC | General support (Employee matching) | $2,000 |
| SANDY PAWS RESCUE INC | |||||||
| PO BOX 417 | OAK BLUFFS | MA | 02557 | N/A | PC | General support (Employee matching) | $200 |
| SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA | |||||||
| PO BOX 63966 | PHILADELPHIA | PA | 19147 | N/A | PC | Beautification and Increased Access to the Kardon Northeast Branch | $20,000 |
| SHARING FOUNDATION | |||||||
| PO BOX 600 | CONCORD | MA | 01742 | N/A | PC | General & Unrestricted | $2,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Precision Analytics and Machine Learning to Improve Mental Health Services for Children and Teens | $75,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Board Service Leadership (General purpose) | $5,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Martin Luther School TAP Program | $25,000 |
| SOLEBURY SCHOOL | |||||||
| 6832 PHILLIPS MILL RD | NEW HOPE | PA | 18938 | N/A | PC | Charitable Event | $3,000 |
| SPRINGSIDE CHESTNUT HILL ACADEMY | |||||||
| 500 W WILLOW GROVE AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Horizons at SCH Academy | $10,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General & Unrestricted | $1,000 |
| ST JOSEPHS PREPARATORY SCHOOL | |||||||
| 1733 W GIRARD AVE | PHILADELPHIA | PA | 19130 | N/A | PC | The David A. Sauter Scholarship Fund (Employee matching) | $200 |
| ST MARTHAS ROMAN CATHOLIC CHURCH | |||||||
| 11301 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | After-school program and STREAM Lab | $2,000 |
| ST THOMAS CHURCH WHITEMARSH | |||||||
| 7020 CAMP HILL RD | FORT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $1,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | General & Unrestricted | $5,000 |
| THE CENTER FOR AQUATIC SCIENCES INC | |||||||
| 1 RIVERSIDE DR | CAMDEN | NJ | 08103 | N/A | PC | General support (Employee matching) | $400 |
| THE CENTER FOR LOSS AND BEREAVMENT | |||||||
| PO BOX 1299 | SKIPPACK | PA | 19474 | N/A | PC | General support (Employee matching) | $1,000 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | general purpose (Employee matching) | $2,500 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | General support (Employee matching) | $1,500 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | Board Service Leadership (Fall 2022 Event) | $5,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | Temple University Scholarships Fund - Fall 2022 | $16,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | Temple University Scholarships Fund- Spring 2023 | $16,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | Temple University Scholarships Fund- Spring 2022 | $16,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | General & Unrestricted (see general explanation) | $145,605 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | General & Unrestricted | $14,395 |
| THE FIRST TEE OF GREATER PHILADELPHIA INC | |||||||
| 800 WALNUT LN | PHILADELPHIA | PA | 19128 | N/A | PC | General support (Employee matching) | $5,000 |
| THE FOUNDATION FOR DELAWARE COUNTY | |||||||
| 200 E STATE ST STE 304 | MEDIA | PA | 19063 | N/A | PC | Young Entrepreneurs Academy (YEA!) Investor Panel | $2,000 |
| THE GIRLS FRIENDLY SOCIETY IN THE DIOCESE OF PENNS | |||||||
| 644 HUGHES ST | CAPE MAY | NJ | 08204 | N/A | PC | General support (Employee matching) | $2,000 |
| THE NAVIGATORS | |||||||
| PO BOX 6079 | ALBERT LEA | MN | 56007 | N/A | PC | general purpose (Employee matching) | $440 |
| THE NAVIGATORS | |||||||
| PO BOX 6079 | ALBERT LEA | MN | 56007 | N/A | PC | general purpose (Employee matching) | $440 |
| THE NAVIGATORS | |||||||
| PO BOX 6079 | ALBERT LEA | MN | 56007 | N/A | PC | General support (Employee matching) | $200 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | GAXP- Experiential Learning Program | $50,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | Board Service Leadership (general purpose) | $5,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $20,000 |
| THE UNION LEAGUE LEGACY FOUNDATION | |||||||
| 140 S BROAD ST | PHILADELPHIA | PA | 19102 | N/A | PC | General support (Employee matching) | $1,200 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $5,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Spartan Leadership Summit (NE Regional and National) | $25,000 |
| TRICOUNTY COMMUNITY NETWORK INC | |||||||
| 724 N ADAMS ST SUITE 203 | POTTSTOWN | PA | 19464 | N/A | PC | C2 Launching Leaders Program | $10,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST 433 FRANKLIN BLDG | PHILADELPHIA | PA | 19104 | N/A | PC | Volunteer Service Leadership (Jerome Fisher Program in Management & Technology) | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | N/A | PC | Support of Penn Football Program | $2,500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | N/A | PC | Penn Women's Soccer | $4,000 |
| TURNING POINTS FOR CHILDREN | |||||||
| 415 S 15TH ST | PHILADELPHIA | PA | 19146 | N/A | PC | Charitable Event | $3,000 |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NE | |||||||
| 1800 JOHN F KENNEDY BLVD | PHILADEPLHIA | PA | 19103 | N/A | PC | Social Venture Partners (SVP)- Philadelphia | $2,500 |
| UNIVERSITY OF SAINT KATHERINE | |||||||
| 277 RANCHEROS DR STE 200 | SAN MARCOS | CA | 92069 | N/A | PC | Women's Volleyball Team (Employee matching) | $200 |
| UPPER DUBLIN CITIZEN EMERGENCY FUND | |||||||
| 801 LOCH ALSH AVE | FT WASHINGTON | PA | 19034 | N/A | PC | general purpose (Employee matching) | $1,000 |
| UPPER DUBLIN CITIZEN EMERGENCY FUND | |||||||
| 801 LOCH ALSH AVE | FT WASHINGTON | PA | 19034 | N/A | PC | Volunteer Service Leadership (general purpose) | $1,000 |
| VANDERBILT UNIVERSITY | |||||||
| PO BOX 290369 525 ROYAL PKWY | NASHVILLE | TN | 37229 | N/A | PC | Vanderbilt Law School | $10,000 |
| VETRI FOUNDATION FOR CHILDREN | |||||||
| 915 SPRING GARDEN ST STE 103 | PHILADELPHIA | PA | 19123 | N/A | PC | General & Unrestricted | $1,000 |
| VISITATION BLESSED VIRGIN MARY PARISH | |||||||
| 196 N TROOPER RD | NORRISTOWN | PA | 19403 | N/A | PC | General support (Employee matching) | $4,000 |
| VITA EDUCATION SERVICES INC | |||||||
| 8 EAST COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General & Unrestricted | $5,000 |
| VOICE OF THE MARTYRS INC | |||||||
| 1815 SE BISON RD | BARTLESVILLE | OK | 74006 | N/A | PC | general purpose (Employee matching) | $200 |
| WATER STREET MINISTRIES | |||||||
| 210 S PRINCE ST | LANCASTER | PA | 17603 | N/A | PC | General & Unrestricted | $1,000 |
| WESTMINSTER THEOLOGICAL SEMINARY | |||||||
| 2960 CHURCH RD | GLENSIDE | PA | 19038 | N/A | PC | General support (Employee matching) | $200 |
| WHITEMARSH FOUNDATION | |||||||
| PO BOX 538 | LAFAYETTE HL | PA | 19444 | N/A | PC | Educational Pavilion | $25,000 |
| WHITEMARSH FOUNDATION | |||||||
| PO BOX 538 | LAFAYETTE HL | PA | 19444 | N/A | PC | Charitable Event | $2,500 |
| WHY NOT PROSPER INC | |||||||
| 717 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | N/A | PC | General & Unrestricted | $10,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Alumni Relations and Student Education on Finance and Philanthropy | $147,376 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General support (Employee matching) | $4,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General & Unrestricted | $5,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Board Service Leadership (General purpose) | $5,000 |
| Wissahickon High School | |||||||
| 521 HOUSTON RD | Ambler | PA | 19002 | N/A | GOV | Jeff Madden Scholarship Award Scholarship Fund | $1,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $5,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | Education & Engagement Programs | $25,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | PC | Four Mills Barn Renovation Fund | $50,000 | |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | PC | Financial Stability Program | $25,000 | |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | PC | Board Service Leadership (General Support) | $5,000 | |
| WOMENS WAY | |||||||
| 123 S BROAD ST STE 1399 | PHILADELPHIA | PA | 19109 | PC | Financial Coaching Program | $50,000 | |
| WYNCOTE CHURCH HOME | |||||||
| 208 FERNBROOK AVE | WYNCOTE | PA | 19095 | PC | Volunteer Service Leadership (General purpose) | $1,000 | |
| WYNDCROFT SCHOOL | |||||||
| 1395 WILSON ST | POTTSTOWN | PA | 19464 | PC | General & Unrestricted | $11,000 | |
| YOUNG LIFE | |||||||
| 206 N BETHLEHEM PIKE | FORT WASHINGTON | PA | 19034 | PC | Board Service Leadership (Liberty Region) | $1,000 | |
| YOUNG LIFE | |||||||
| 820 MAIN ST STE 200 | LOUISVILLE | CO | 80027 | PC | General support (Employee matching) | $1,000 | |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | PC | General support (Employee matching) | $1,000 | |
| YOUNG LIFE - LIBERTY REGION | |||||||
| 19 S CHURCH ST | WEST CHESTER | PA | 19282 | PC | General support (Employee matching) | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,051,518 | 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 | $2,637 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $791,087 | 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 | $663,934 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM LIFE INSURANCE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $68,583 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,526,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,526,241 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Laura W Brewer |
| *LAURA W BREWER, VICE PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $172,945 FOR INVESTMENT MANAGEMENT services AND $219,037 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| Clifford Haugen |
| **CLIFFORD HAUGEN, PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $172,945 FOR INVESTMENT MANAGEMENT Services AND $219,037 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| W Dean Karrash |
| *W Dean Karrash, Vice President/DIRECTOR/Secretary OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $172,945 FOR INVESTMENT MANAGEMENT services AND $219,037 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| John T Lawton |
| *JOHN T LAWTON, VICE PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS the CEO and A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $172,945 FOR INVESTMENT MANAGEMENT services AND $219,037 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 25 AND PART XIV LINE 3A | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 AND PART XIV LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $443,577 TOTAL BOOK VALUE OF PROPERTY: $108,015 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $443,577 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $335,562 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: NVIDIA CORP UNITS: 1326 DATE OF DISTRIBUTION: 1/25/2022 GRANT RECIPIENT: MINERVA INSTITUTE FOR RESEARCH AND SCHOLARSHIP FMV OF PROPERTY: $297,972 BOOK VALUE OF PROPERTY: $53,608 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $297,972 DESCRIPTION OF PROPERTY: APPLE INC UNITS: 1000 DATE OF DISTRIBUTION: 5/13/2022 GRANT RECIPIENT: THE ELLIS FOUNDATION FMV OF PROPERTY: $145,605 BOOK VALUE OF PROPERTY: $54,407 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $145,605 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $289,815 | $297,362 |
| ALPHABET INC CL A | $242,758 | $296,982 |
| AMAZON COM | $450,379 | $298,872 |
| AMERICAN TOWER REIT INC | $222,109 | $213,131 |
| APPLE INC | $340,371 | $554,281 |
| BARCLAYS BK PLC IPATH ETN | $2,669,213 | $2,895,925 |
| BLACKROCK INC | $110,419 | $170,780 |
| CHARLES SCHWAB CORP | $261,595 | $268,763 |
| CHEVRON CORP | $261,574 | $493,598 |
| CISCO SYSTEMS INC | $273,055 | $281,076 |
| COSTCO WHOLESALE CORPORATION | $209,647 | $270,705 |
| CVS CAREMARK CORP | $202,924 | $252,452 |
| D R HORTON | $91,696 | $223,652 |
| DANAHER CORP | $106,454 | $272,852 |
| DEERE CO | $153,627 | $226,814 |
| ECOLAB INC | $180,998 | $127,074 |
| FORD MOTOR COMPANY | $151,280 | $143,654 |
| ISHARE SP SMALL CAP 600 INDEX | $8,486,174 | $9,786,627 |
| ISHARES CORE MSCI EMERGING MAR | $4,306 | $4,670 |
| JOHNSON & JOHNSON | $205,092 | $245,367 |
| JP MORGAN CHASE | $314,535 | $389,561 |
| LOCKHEED MARTIN CORP | $113,998 | $128,920 |
| MCDONALD'S CORP | $111,560 | $139,144 |
| MICROSOFT CORP | $468,511 | $673,175 |
| NEXTERA ENERGY, INC | $153,338 | $266,935 |
| NVIDIA CORP | $457,089 | $313,178 |
| PNC FINANCIAL GROUP INC | $174,979 | $203,111 |
| PROCTER GAMBLE CO | $264,997 | $352,225 |
| QUALCOMM INC | $344,465 | $267,704 |
| S&P GLOBAL INC COM | $134,650 | $174,839 |
| SCHWAB US MID CAP | $8,238,698 | $9,885,786 |
| SHERWIN-WILLIAMS CO | $116,058 | $119,852 |
| STRYKER CORPORATION | $224,382 | $294,610 |
| TAKE-TWO INTERACTIVE SOFTWARE | $143,501 | $113,502 |
| TARGET CORPORATION | $55,893 | $120,275 |
| TRANE TECHNOLOGIES PLC | $102,819 | $119,680 |
| VANGUARD FTSE EMERGING MARKETS | $8,123,458 | $7,161,327 |
| VISA INC | $190,532 | $249,728 |
| WALT DISNEY HOLDINGS CO | $167,767 | $135,098 |
| WASTE MANAGEMENT INC | $102,095 | $139,780 |
| ZOETIS INC | $190,307 | $258,075 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $588,669 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $592,293 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LIFE INSURANCE - AG #A10127585 | $145,814 | $145,814 |
| LIFE INSURANCE - LINCOLN #6590 | $325,009 | $325,009 |
| LIFE INSURANCE - NY LIFE #4541 | $1,914,967 | $1,914,967 |
| MINERVA PROJECT, INC | $261,000 | $261,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $73,280 | $73,280 | |
| Bank Charges | $20 | $20 | |
| Digital Subscriptions | $794 | $794 | |
| Equipment/Furniture Purchase | $751 | $751 | |
| Foundation Dues & Memberships | $7,520 | $7,520 | |
| Indemnification Insurance | $1,413 | $1,413 | |
| LIFE INSURANCE PREMIUM | $59,080 | ||
| Office & Supplies | $1,464 | $1,464 | |
| State or Local Filing Fees | $25 | $25 | |
| TRAINING & PROFESSIONAL DEV | $429 | $429 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Life insurance | Desc |
| Revenue And Expenses Per Books | $68,583 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $335,562 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $172,945 | $172,945 | |
| Philanthropic Consulting Srvcs | $221,215 | $221,215 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $14,900 |
| 990-PF Extension for 2021 | $41,500 |