JUSTAMERE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JUSTAMERE FOUNDATION (EIN 86-2670774)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-02
- IRS object ID
- 202313069349101621
- 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
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-02T16:21:46-05:00 | 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 | 862670774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Justamere Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JUST | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lori Cushman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lori | PersonFirstNm |
| Person Last | Cushman | 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 | $27,779,128 | 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 | $6,032,358 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39,037 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,037 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $610,711 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $610,711 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,817,731 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,894,386 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,484,269 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $206,658 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64,833 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,071,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,198,850 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $176,068 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $176,068 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $45,514 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $45,514 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $67,772 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,507 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $265 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $110,048 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $110,048 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $242,269 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $96 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $96 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,470 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,470 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $152,177 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71,582 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80,595 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $795,414 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $249,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $304,008 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,237,468 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,237,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,032,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $249,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,541,476 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,961,849 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,949,713 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,381,928 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,221,051 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,221,051 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,155 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,155 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,155 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $559,902 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $563,159 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,406,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,032,358 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,632,334 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $10,911,203 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,234,536 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $3,098,410 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,124,893 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,787,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,826,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,779,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $30,787,928 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,826,079 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,787,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,826,079 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,787,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,826,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,787,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,961,849 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,826,079 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,826,079 | 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 | $12,894,386 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,410,117 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,484,269 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,484,269 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,484,269 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $110,501 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $110,501 | SubtotalAmt |
| Tax Based On Investment Income | $110,501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $110,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $117,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,699 | OverpaymentAmt |
| Applied To ES Tax | $6,699 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Casey A Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Raymond B Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Shelby L Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 40.0 | $53,333 | $6,956 | $0 |
| Therese G Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Dir | 1.0 | $0 | $0 | $0 |
| Lori Cushman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 40.0 | $122,735 | $24,351 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd FL | Fairfield | CT | 06824 | Administrative | $77,418 |
| Prowell Financial Mgmt LLC | |||||
| 717 Constitution DR Suite 102 | EXTON | PA | 19341 | Investment Mgmt | $67,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,659,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,181,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,344,967 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,185,978 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,185,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $362,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,823,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,191,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,191,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $110,501 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $26,616 | IncomeTaxAmt |
| Total Tax | $137,117 | TotalTaxAmt |
| Distributable Before Adj | $1,054,042 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,054,042 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,054,042 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,541,476 | 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 | $3,541,476 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,054,042 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $346,595 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $346,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,541,476 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,054,042 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,487,434 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,834,029 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,834,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $346,595 | ExcessFromYear1Amt |
| Excess From Current Year | $2,487,434 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Raymond B Bentley | ContributingManagerNm |
| Contributing Manager | Therese G Bentley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARMSTRONG COUNTY COMMUNITY ACTION AGENCY | |||||||
| 326 S WATER ST STE 1 | KITTANNING | PA | 16201 | N/A | PC | Dolly Parton's Imagination Library | $9,685 |
| ARTS HOLDING HANDS AND HEARTS INC | |||||||
| 110 E STATE ST STE 313 | KENNETT SQUARE | PA | 19348 | N/A | PC | Chester County Imagination Library - Year 1 funding | $100,000 |
| ARTS HOLDING HANDS AND HEARTS INC | |||||||
| 110 E STATE ST STE 313 | KENNETT SQUARE | PA | 19348 | N/A | PC | support AHHAH's collaboration with the Dolly Parton Imagination Library | $5,000 |
| BARBERSHOP BOOKS INC | |||||||
| 57 WEST 57TH ST 4TH FL | NEW YORK | NY | 10019 | N/A | PC | Barbershop Books - Program Expansion - 10 locations in Coatesville area | $14,000 |
| BARNSTONE ART FOR KIDS | |||||||
| 388 W POTHOUSE RD | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $2,000 |
| BARNSTONE ART FOR KIDS | |||||||
| 388 W POTHOUSE RD | PHOENIXVILLE | PA | 19460 | N/A | PC | Emerging Voices and Power of Art Summer Programs 2022 | $4,500 |
| BOOKSMILES | |||||||
| 7300 N CRESCENT BLVD UNIT 10 | PENNSAUKEN | NJ | 08110 | N/A | PC | Metal Book Collection Bins | $14,640 |
| BOY SCOUTS OF AMERICA | |||||||
| 1 SCOUTING WAY | EXTON | PA | 19341 | N/A | PC | Exploring Career Options | $3,000 |
| BOY SCOUTS OF AMERICA - CRADLE OF LIBERTY COUNCIL | |||||||
| 1485 VALLEY FORGE RD | WAYNE | PA | 19087 | N/A | PC | Exploring: Career Education, Mentoring, and Training for Philadelphia Area Youth | $15,000 |
| BRIDGE OF HOPE INC | |||||||
| PO BOX 304 | EXTON | PA | 19341 | N/A | PC | Bridge of Hope Chester County - Education Fund | $10,000 |
| BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 275 SWAMP RD | NEWTOWN | PA | 18940 | N/A | PC | Student Emergency Fund | $5,000 |
| BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 275 SWAMP RD | NEWTOWN | PA | 18940 | N/A | PC | Gateway to Self-Sufficiency Scholarship fund and Coaches on Campus Scholarship Fund | $50,000 |
| CAMP DREAMCATCHER | |||||||
| 148 W STATE ST STE 104 | KENNETT SQ | PA | 19348 | N/A | PC | Progressive Leadership Program | $10,000 |
| CHESTER COUNTY ART ASSOCIATION | |||||||
| 100 N BRADFORD AVE | WEST CHESTER | PA | 19382 | N/A | PC | 2022 CCAA Summer Camp | $20,000 |
| CHESTER COUNTY FUTURES INC | |||||||
| LUKENS BLDG 50 S 1ST AVE STE 105 | COATSVILLE | PA | 19320 | N/A | PC | Charitable Event | $5,000 |
| CHESTER COUNTY FUTURES INC | |||||||
| LUKENS BLDG 50 S 1ST AVE STE 105 | COATSVILLE | PA | 19320 | N/A | PC | General & Unrestricted | $30,000 |
| CHESTER COUNTY IU 24 | |||||||
| 455 BOOT RD | DOWNINGTOWN | PA | 19335 | N/A | GOV | Cosmetology Tools at the Learning Center | $8,000 |
| CHESTER COUNTY IU 24 | |||||||
| 455 BOOT RD | DOWNINGTOWN | PA | 19335 | N/A | GOV | Trade Scholarship fund | $45,000 |
| CHESTER COUNTY OPPORTUNITIES INDUSTRIALIZATION CEN | |||||||
| 22 N 5TH AVE | COATESVILLE | PA | 19320 | N/A | PC | Healthcare Occupations Pathway to Earn (HOPE) program | $28,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | |||||||
| 1818 LIBRARY ST STE 500 | RESTON | VA | 20190 | N/A | PC | Educational Scholarships for the trades Scholarship fund | $50,000 |
| COATESVILLE CENTER FOR COMMUNITY HEALTH | |||||||
| 1001 E LINCOLN HWY | COATESVILLE | PA | 19320 | N/A | PC | Grandfamilies Initiative | $3,000 |
| COATESVILLE YOUTH INITIATIVE | |||||||
| 545 E LINCOLN HWY | COATESVILLE | PA | 19320 | N/A | PC | Backpack Supplies fund | $10,000 |
| COMMUNITY WAREHOUSE PROJECT OF CHESTER COUNTY | |||||||
| PO BOX 218 | WEST CHESTER | PA | 19381 | N/A | PC | Community Warehouse Project Bedding and Transportation Fund | $15,000 |
| COMMUNITY YOUTH AND WOMENS ALLIANCE INC | |||||||
| 423 E LINCOLN HWY | COATESVILLE | PA | 19320 | N/A | PC | Furniture and flooring for flood damaged Children's Services Room | $10,000 |
| CRADLES TO CRAYONS INC | |||||||
| 4700 WISSAHICKON AVE STE 142 | PHILADELPHIA | PA | 19144 | N/A | PC | Ready for Learning - one time grant for backpacks and supplies | $25,000 |
| DAVIDS DRIVE 831 INC | |||||||
| 1 SOMERSET DR | COATESVILLE | PA | 19320 | N/A | PC | General & Unrestricted | $10,000 |
| DAVIDS DRIVE 831 INC | |||||||
| 1 SOMERSET DR | COATESVILLE | PA | 19320 | N/A | PC | Equipment for Woodturning Workshop for Vets | $15,000 |
| DAVIDS DRIVE 831 INC | |||||||
| 1 SOMERSET DR | COATESVILLE | PA | 19320 | N/A | PC | Dinner for Vets at the Coatesville VA Hospital through Stampede BBQ | $2,500 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | Pre-College Student Success Pathway | $51,600 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | Commercial Driver's License program | $23,665 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | Pharmacy Technician Program | $19,350 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | Building and Facility Maintenance program | $35,990 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | Multi Skilled Medical Technician program | $33,995 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | High School Equivalency Diploma Classes | $17,820 |
| DELAWARE COUNTY LITERACY COUNCIL | |||||||
| 2217 PROVIDENCE AVE | CHESTER | PA | 19013 | N/A | PC | Integrated Education and Training (IET) | $56,902 |
| DEPARTMENT OF VETERANS AFFAIRS | |||||||
| 1400 BLACKHORSE HILL RD | COATESVILLE | PA | 19320 | N/A | GOV | Game room equipment for CLC 138B | $1,800 |
| EDUCATIONAL EQUITY ALLIANCE | |||||||
| PO BOX 993 | COATESVILLE | PA | 19320 | N/A | PC | Soap For Hope Youth Entrepreneurship 2022 - 2023 Program Expansion | $5,000 |
| EDUCATIONAL EQUITY ALLIANCE | |||||||
| PO BOX 993 | COATESVILLE | PA | 19320 | N/A | PC | Coatesville Kids to College - Technology Class | $6,000 |
| EDUCATIONAL EQUITY ALLIANCE | |||||||
| PO BOX 993 | COATESVILLE | PA | 19320 | N/A | PC | Hope Beyond Borders Leadership Academy 2022 - 2023 Expansion Program | $30,000 |
| FOUNDATION FOR FREE ENTERPRISE EDUCATION | |||||||
| 3076 W 12TH ST | ERIE | PA | 16505 | N/A | PC | Pennsylvania Free Enterprise Week 2023 and the Speaker Series | $15,000 |
| FOUNDATION FOR POTTSTOWN EDUCATION | |||||||
| EDUCATION 230 BEECH ST | POTTSTOWN | PA | 19464 | N/A | PC | for the purchase of Chicago Pneumatic Rotary Screw Compressor with Service kit and accessories, Sectra Visualization Table and ProCuity hospital beds | $77,000 |
| FOUNDATION FOR READING AREA COMMUNITY COLLEGE | |||||||
| PO BOX 1706 | READING | PA | 19603 | N/A | PC | Blue Door to RACC Scholarship fund for workforce training program for Early Childhood Development Certificate | $26,046 |
| FOUNDATION FOR READING AREA COMMUNITY COLLEGE | |||||||
| PO BOX 1706 | READING | PA | 19603 | N/A | PC | Student Emergency Fund | $5,000 |
| FOUR BLOCK FOUNDATION INC | |||||||
| 230 PARK AVE 29TH FL | NEW YORK | NY | 10169 | N/A | PC | FourBlock Philadelphia Veteran Career Readiness Program (CRP) Fall 2022 Cohort | $40,000 |
| FRIENDS ASSOCIATION FOR CARE & PROTECTION OF CHILD | |||||||
| 113 W CHESTNUT ST | WEST CHESTER | PA | 19380 | N/A | PC | Friends Association Summer Enrichment Program for Children and Caretakers | $30,000 |
| GARRETT WILLIAMSON | |||||||
| 395 BISHOP HOLLOW RD | NEWTOWN SQUARE | PA | 19073 | N/A | PC | Transportation for Camp Garrett | $10,000 |
| HIRE HEROES USA | |||||||
| 13010 MORRIS RD STE 175 | ALPHARETTA | GA | 30004 | N/A | PC | Career Readiness Fund for At-Risk Job Seekers | $30,000 |
| KENNETT AREA COMMUNITY SERVICE | |||||||
| 136 W CEDAR ST | KENNETT SQ | PA | 19348 | N/A | PC | Getting Ahead Program | $30,000 |
| LANCASTER COUNTY CAREER & TECHNOLOGY FOUNDATION | |||||||
| 1730 HANS HERR DR | WILLOW STREET | PA | 17584 | N/A | PC | Lancaster County Career & Technology Foundation Workforce Talent | $150,000 |
| LANCASTER COUNTY CAREER & TECHNOLOGY FOUNDATION | |||||||
| 1730 HANS HERR DR | WILLOW STREET | PA | 17584 | N/A | PC | Student Financial Assistance fund | $5,000 |
| LAUNDROMAT LIBRARY LEAGUE | |||||||
| 307 BENNING LN | DOWNINGTOWN | PA | 19335 | N/A | PC | General & Unrestricted | $5,000 |
| LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION | |||||||
| 4525 EDUCATION PARK DR | SCHNECKSVILLE | PA | 18078 | N/A | PC | Returning Adult Job Training Scholarship fund | $75,000 |
| LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION | |||||||
| 4525 EDUCATION PARK DR | SCHNECKSVILLE | PA | 18078 | N/A | PC | Strengthening LCCC's Health Care Career Pathways Scholarship fund | $150,000 |
| LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION | |||||||
| 4525 EDUCATION PARK DR | SCHNECKSVILLE | PA | 18078 | N/A | PC | Career Pathways: LCCC Dual Enrollment Scholarship fund | $51,000 |
| LINCOLN UNIVERSITY FOUNDATION OF PENNSYLVANIA | |||||||
| 1570 BALTIMORE PIKE | LINCOLN UNIV | PA | 19352 | N/A | SO III FI | Student Success Fund | $5,000 |
| LITERACY COUNCIL OF READING-BERKS | |||||||
| 35 S DWIGHT ST | WEST LAWN | PA | 19609 | N/A | PC | U.S. Citizenship Preparation Class | $5,000 |
| MIGHTY WRITERS | |||||||
| 12 E CHURCH LN | PHILADELPHIA | PA | 19144 | N/A | PC | El Futuro Kennett Posada | $5,000 |
| MIGHTY WRITERS | |||||||
| 12 E CHURCH LN | PHILADELPHIA | PA | 19144 | N/A | PC | General & Unrestricted | $30,000 |
| MISSION EDGE SAN DIEGO | |||||||
| 2820 ROOSEVELT RD STE 104 | SAN DIEGO | CA | 92106 | N/A | PC | Task Force Movement Scholarship Fund | $112,000 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 340 DEKALB PIKE | BLUE BELL | PA | 19422 | N/A | PC | MontcoWorks Apprenticeship Program and the CNC Program | $100,000 |
| NORTH MONTCO EDUCATIONAL FOUNDATION | |||||||
| 1265 SUMNEYTOWN PIKE | LANSDALE | PA | 19446 | N/A | PC | Training that Works Scholarship Fund | $35,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS RD | WEST CHESTER | PA | 19380 | N/A | PC | To fund a pilot program to provide children's books alongside your pantry items | $2,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS RD | WEST CHESTER | PA | 19380 | N/A | PC | Charitable Event | $5,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS RD | WEST CHESTER | PA | 19380 | N/A | PC | Continuing Education Fees for Single Working Parents | $5,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS RD | WEST CHESTER | PA | 19380 | N/A | PC | Homelessness Prevention and Self-Sufficiency for Single Working Parent Families | $10,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS RD | WEST CHESTER | PA | 19380 | N/A | PC | Emergency Gas and Food Drive | $2,000 |
| OPEN HEARTH INC | |||||||
| 701 MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Family Savings Partner Program | $12,000 |
| OXFORD ARTS ALLIANCE INC | |||||||
| 38 SOUTH 3RD ST | OXFORD | PA | 19363 | N/A | PC | Instrument Purchase for Rent to Own program | $5,000 |
| OXFORD ARTS ALLIANCE INC | |||||||
| 38 SOUTH 3RD ST | OXFORD | PA | 19363 | N/A | PC | Emerging Artist Gallery - Digital Creative Lab Project | $5,655 |
| OXFORD ARTS ALLIANCE INC | |||||||
| 38 SOUTH 3RD ST | OXFORD | PA | 19363 | N/A | PC | Emerging Artist Gallery - Hanging & Framing Project | $5,011 |
| OXFORD CIVIC ASSOCIATION | |||||||
| PO BOX 34 | OXFORD | PA | 19363 | N/A | PC | toys for Fraternal Order of Police - Oxford Police Dept Toy Drive | $2,000 |
| OXFORD CIVIC ASSOCIATION | |||||||
| PO BOX 34 | OXFORD | PA | 19363 | N/A | PC | Oxford Chamber of Commerce micro grants to Oxford businesses | $5,000 |
| PARKESBURG POINT | |||||||
| PO BOX 731 | PARKESBURG | PA | 19365 | N/A | PC | Hands-On-Training Program; equipment and supplies to give kids hands on experience in the trades, "as needed" scholarship fund for apprenticeship or trade school opportunities | $20,000 |
| PENNSYLVANIA CONFERENCE FOR WOMEN | |||||||
| PO BOX 37635 | PHILADELPHIA | PA | 19101 | N/A | PC | Charitable Event | $2,750 |
| PENNSYLVANIA PHILHARMONIC | |||||||
| 4513 PENNELL RD STE 2 | ASTON | PA | 19014 | N/A | PC | Funding for Pennsylvania Philharmonic Virtual Music Education Program | $14,000 |
| PENNSYLVANIAS STATE SYSTEM OF HIGHER EDUCATION FOU | |||||||
| 100 NOBLE BLVD STE 10 1014 | CARLISLE | PA | 17013 | N/A | PC | KEEP Program (Keystone Extraordinary Emergency Program) | $25,000 |
| PENNSYLVANIAS STATE SYSTEM OF HIGHER EDUCATION FOU | |||||||
| 100 NOBLE BLVD STE 10 1014 | CARLISLE | PA | 17013 | N/A | PC | Cheyney University Pilot Workforce Enhancement Network in Cybersecurity Scholarship fund | $48,000 |
| PREPARED TO THRIVE | |||||||
| 254 EXTON SQ MALL | EXTON | PA | 19341 | N/A | PC | Baby Essentials | $10,000 |
| REVIVAL PRODUCTIONS INC | |||||||
| 17 N CHURCH ST | COATESVILLE | PA | 19320 | N/A | PC | Revival Performing Arts Conservatory Income-Driven Tuition scholarship fund | $30,000 |
| ROCK TO THE FUTURE | |||||||
| 1201 N 3RD ST 283 | PHILADELPHIA | PA | 19122 | N/A | PC | Rock for All Ball (Music Sponsorship) | $10,000 |
| ROCK TO THE FUTURE | |||||||
| 1201 N 3RD ST 283 | PHILADELPHIA | PA | 19122 | N/A | PC | Rock to the Future Scholarship Fund | $5,000 |
| ROTARY CLUB OF LONGWOOD FOUNDATION | |||||||
| PO BOX 382 | KENNETT SQ | PA | 19348 | N/A | PC | Rotary Youth Leadership Awards (RYLA) in 2022 scholarship fund | $2,030 |
| SILO WORKS | |||||||
| PO BOX 22 | OXFORD | PA | 19363 | N/A | PC | Growing Together Community Garden and Growing with SILO | $5,000 |
| SKILLS USA INC | |||||||
| 3141 SELLERS BEND | STATE COLLEGE | PA | 16801 | N/A | PC | State competition fund | $15,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | N/A | PC | Chester Children's Chorus general support of Music, Math, and Summer Learning Program | $25,000 |
| THADDEUS STEVENS FOUNDATION | |||||||
| 740 E END AVE | LANCASTER | PA | 17602 | N/A | PC | scholarship fund | $101,672 |
| THE GARAGE COMMUNITY AND YOUTH CENTER | |||||||
| PO BOX 1158 | KENNETT SQUARE | PA | 19348 | N/A | PC | Career Development Programs: MAPS & Career Compass | $20,000 |
| THE HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 8915 | LANCASTER | PA | 17604 | N/A | SO I | For S.T.E.P. program at Lebanon High School | $30,000 |
| THE HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 8915 | LANCASTER | PA | 17604 | N/A | SO I | For the Medical Assistant/Certified Clinical Medical Assistant program | $61,992 |
| THE HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 8915 | LANCASTER | PA | 17604 | N/A | SO I | For the Phlebotomy Technician Program Cohort and support students in the Breaking the Cycle of Poverty - Dauphin County medical assistant (MA) program | $17,820 |
| THISTLE HILLS INC | |||||||
| 323 E LINCOLN HWY | COATESVILLE | PA | 19320 | N/A | PC | Pottery for Thistle Hills | $3,000 |
| TWIN VALLEY FIRE DEPT | |||||||
| PO BOX 181 | ELVERSON | PA | 19520 | N/A | PC | Charitable Event | $2,000 |
| UWCHLAN AMBULANCE CORPS INC | |||||||
| 70 W WELSH POOL RD | EXTON | PA | 19341 | N/A | PC | Scholarship Fund for Training Institute | $88,000 |
| WEST CHESTER LIBRARY ASSOCIATION WEST CHESTER PUBL | |||||||
| 415 N CHURCH ST | WEST CHESTER | PA | 19380 | N/A | PC | 20 STEAM exploration kits plus assembly | $4,720 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | N/A | PC | Emergency Transportation Fund | $10,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | N/A | PC | RN-BSN Emergency Scholarship Fund | $25,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | N/A | PC | West Chester's First (WC 1st) Support Program for first generation college students | $15,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | N/A | PC | Internship Program | $40,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | N/A | PC | WCU Financial Aid Support - Fund to Finish and Micro Grants Scholarship Fund | $50,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | N/A | PC | The Ram Chef Training Program Scholarship Fund | $20,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | N/A | PC | Fund for Unpaid Internships at non-profits or social work | $20,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | N/A | PC | WCU Literacy Department Family Literacy Night Initiative | $19,325 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Justamere Scholarship Endowment fund | $500,000 |
| WINGS FOR SUCCESS | |||||||
| PO BOX 1386 | EXTON | PA | 19341 | N/A | PC | Charitable Event | $5,000 |
| WINGS FOR SUCCESS | |||||||
| PO BOX 1386 | EXTON | PA | 19341 | N/A | PC | Charitable Event | $10,000 |
| WISTAR INSTITUTE OF ANATOMY & BIOLOGY | |||||||
| 3601 SPRUCE ST | PHILADELPHIA | PA | 19104 | N/A | PC | Improving Equity and Diversity in Philadelphia's Biomedical Research Enterprise | $73,000 |
| WISTAR INSTITUTE OF ANATOMY & BIOLOGY | |||||||
| 3601 SPRUCE ST | PHILADELPHIA | PA | 19104 | N/A | PC | Biomedical Technician Training (BTT) Program for Adults Living and Learning in Philadelphia Scholarship fund | $20,000 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | PHEBE Financial Stability Program | $18,000 |
| YOUNGMOMS | |||||||
| PO BOX 376 | KENNETT SQ | PA | 19348 | N/A | PC | Life Skills Workshops | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,237,468 | 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 | $39,037 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $610,711 | 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 | -$4,817,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $141,825 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,833 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $141,825 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$4,103,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,961,325 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Raymond B Bentley | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 Grove Road | AddressLine1Txt |
| City | Elverson | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,032,358 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | BENTLEY SYSTEMS INC CL B BSY, 152390 sh. | NoncashPropertyDesc |
| Fair Market Value | $6,032,358 | FairMarketValueAmt |
| Received | 2022-12-05 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 926 | IdentifierTxt |
| Form And Line Reference | Form 926 | FormAndLineReferenceDesc |
| Medium Explanation | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (30 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK AMERICA CORP - 3.864% - 0 | $158,461 | $158,552 |
| BEACON ROOFING SUPPLY - 4.500% | $224,744 | $210,375 |
| BOYD GAMING - 4.750% - 12/01/2 | $225,993 | $209,561 |
| BPC ACQUISITION COMPANY - 4.50 | $302,650 | $287,250 |
| CENTURY COMMUNITIES INC SER B | $630,485 | $571,900 |
| CITIGROUP INC SR NT - 1.255% - | $45,086 | $45,069 |
| CLEVELAND-CLIFF - 5.875% - 06/ | $586,765 | $536,044 |
| CROWN AMERS LLC SER B - 4.750% | $538,921 | $508,793 |
| ENCOMPASS HEAL TH - 5.750% - 0 | $522,451 | $503,115 |
| ENPRO INDUSTRIES - 5.750% - 10 | $592,145 | $548,756 |
| GOODYEAR TIRE & RUBR - 5.000% | $538,087 | $495,201 |
| HCA INC - 5.375% - 02/01/2025 | $391,926 | $377,830 |
| HILTON WORLDWIDE - 4.875% - 04 | $194,794 | $180,848 |
| ICAHN ENTERPRISES L P - 6.375% | $607,380 | $582,059 |
| MANUFACTURERS & TRADERS TR CO | $188,146 | $185,770 |
| NRG ENERGY - 6.625% - 01/15/20 | $274,275 | $262,761 |
| NTNL LIVING CEN - 6.375% - 05/ | $415,900 | $396,000 |
| PDC ENERGY INC SER B NOTE - 5. | $418,460 | $387,450 |
| POPULAR INC NT - 6.125% - 09/1 | $52,137 | $50,004 |
| RADIAN GROUP INC NOTE CALL MAK | $326,923 | $295,611 |
| RANGE RES CORP NOTE - 4.875% - | $191,040 | $177,631 |
| SALLY HLDGS LLC - 5.625% - 12/ | $459,700 | $429,188 |
| SCOTTS MIRACLE GRO CO NOTE - 5 | $457,915 | $420,525 |
| SELECT MEDICAL C - 6.250% - 08 | $962,224 | $874,199 |
| SPECTRUM BRANDS INC NOTE CALL | $91,064 | $87,993 |
| STARWOOD PROPERT - 4.750% - 03 | $51,639 | $47,813 |
| STEEL DYNAMICS INC SER B - 5.0 | $278,663 | $270,140 |
| TENET HEALTHCARE CORP - 4.625% | $525,053 | $507,135 |
| UNITED CONTL HLDGS INC - 4.875 | $184,451 | $171,900 |
| WESCO DISTRIBUT - 7.125% - 06/ | $473,725 | $455,063 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BENTLEY SYSTEMS INC CL B | StockNm |
| EOY Book Value | $6,032,358 | EOYBookValueAmt |
| EOYFMV | $5,632,334 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $559,902 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $563,159 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIN CAPITAL CREDIT CLO MANAGE | $864,769 | $892,167 |
| CHURCHILL MIDDLE MARKET SENIOR | $2,169,302 | $2,208,189 |
| WCAS XIV, L.P | $64,339 | $24,537 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $77,418 | $77,418 | |
| Bank Charges | $175 | $175 | |
| Computers/Electronic Devices | $720 | $720 | |
| Equipment Maintenance | $53 | $53 | |
| Foundation Dues & Memberships | $400 | $400 | |
| K-1 Exp CHURCHILL MIDDLE MARKE | $27,067 | $27,067 | |
| K-1 Exp WCAS XIV, L.P | $44,340 | $44,340 | |
| OFFICE SUPPLIES | $712 | $712 | |
| Postage/Delivery Service | $646 | $646 | |
| SOCIAL MEDIA/ADVERTISING EXP | $600 | $600 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $21 | $21 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BAIN CAPITAL CREDIT CLO MANAGEMENT ( | $64,769 | $64,769 |
| K-1 Inc/Loss CHURCHILL MIDDLE MARKET SENIOR LOAN | $141,889 | $64 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $67,507 | $67,507 | |
| PHOTOGRAPHY SERVICES | $265 | $265 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $7,000 |
| 990-PF Excise Tax for 2021 | $235,269 |