PHILADELPHIA HEALTH PARTNERSHIP: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PHILADELPHIA HEALTH PARTNERSHIP (EIN 23-2904262)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202333119349101493
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T13:43:46-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | 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 | 232904262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILADELPHIA HEALTH PARTNERSHIP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 2155464290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 SOUTH BROAD STREET 810 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER ZULEBA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2155464290 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | ZULEBA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $45,037,139 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,443 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,443 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $541,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $690,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,751,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,223,140 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,063,523 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$38,300 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,943,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,739,852 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,440 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,442 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $101,247 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,573 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $56,645 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $309,252 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $269,390 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,862 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,171 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83,944 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $60,370 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,019 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $78,321 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,794 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,226 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $609,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $220,779 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $543,273 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,182,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $619,705 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $754,769 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,621,752 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,571,883 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,804,519 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $619,705 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,326,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$860,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,120,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,182 | CashBOYAmt |
| Cash EOY | $198,825 | CashEOYAmt |
| Cash EOYFMV | $198,825 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,897,382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $746,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $746,424 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $22,715 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $53,852 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $53,852 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,174,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,620,372 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,620,372 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,390,033 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,629,453 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,629,453 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $37,212,017 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,651,607 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,651,607 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $38,620 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,620 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $20,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $136,606 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $136,606 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,768,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,037,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,037,139 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $82,060 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $108,298 | AccountsPayableEOYAmt |
| Grants Payable BOY | $258,307 | GrantsPayableBOYAmt |
| Grants Payable EOY | $308,176 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $132,868 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $131,545 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $473,235 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $548,019 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $56,295,591 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $44,489,120 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,295,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,489,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,768,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,037,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,295,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$860,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $112,000 | OtherIncreasesAmt |
| Subtotal | $55,546,994 | SubtotalAmt |
| Other Decreases | $11,057,874 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,489,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,976,219 | $2,835,379 | $140,840 | $140,840 |
| AFR CONCENTRATED VALUE, LP | P | $350,000 | $350,000 | $0 | $0 |
| CTF INTERNATIONAL CONTRARIAN VALUE PORTFOLIO | P | $23,781 | $19,732 | $4,049 | $4,049 |
| TYBOURNE LONG OPPORTUNITIES (OFFSHORE) FUND | P | $1,125,018 | $855,996 | $269,022 | $269,022 |
| LP EIN: 90-0762983 | P | -$27,467 | -$27,467 | ||
| LLC EIN: 26-0724017 | P | $7,673 | $7,673 | ||
| LLC EIN: 26-3319245 | P | -$1,200 | -$1,200 | ||
| LLC EIN: 27-3616351 | P | $55,851 | $55,851 | ||
| PARTNERSHIP EIN: 47-2399816 | P | $19,418 | $19,418 | ||
| LP EIN: 47-4299035 | P | $160,993 | $160,993 | ||
| LP EIN: 81-3195396 | P | $19 | $19 | ||
| LP EIN: 81-2647574 | P | $18,953 | $18,953 | ||
| PARTNERSHIP EIN: 36-7324183 | P | -$12,589 | -$12,589 | ||
| LP EIN: 98-1350296 | P | $124,189 | $124,189 | ||
| LP EIN: 82-3810942 | P | $149,462 | $149,462 | ||
| LLC EIN: 20-3377269 | P | -$4,740 | -$4,740 | ||
| LP EIN: 47-1232697 | P | $249,676 | $249,676 | ||
| LLC EIN: 83-3482023 | P | $8,127 | $8,127 | ||
| LP EIN: 86-2421429 | P | -$148,079 | -$148,079 | ||
| LP EIN: 86-2388155 | P | -$3,629 | -$3,629 | ||
| LLC EIN: 37-1973129 | P | -$52,235 | -$52,235 | ||
| LP EIN: 45-3145455 | P | -$7,762 | -$7,762 | ||
| LESS: PASSTHROUGH UBI CAPITAL GAIN | P | -$4,272 | -$4,272 | ||
| CAPITAL GAINS DIVIDENDS | P | $276,841 | $276,841 | $276,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,223,140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,136 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,136 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $38,566 | OverpaymentAmt |
| Applied To ES Tax | $38,566 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PHILAHEALTHPARTNERSHIP.ORG | WebsiteAddressTxt |
| Individual With Books | ANN MARIE HEALY EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 2155464290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 SOUTH BROAD STREET 810 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| LOREE D JONES BROWN | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | CHAIR | 3.00 | $0 | $0 | $0 |
| LESLIE M WALKER | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | VICE CHAIR | 3.00 | $0 | $0 | $0 |
| PETER J ZULEBA III | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | TREASURER | 3.00 | $0 | $0 | $0 |
| PETER A THOMPSON | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | SECRETARY TO MAR 2022 | 1.00 | $0 | $0 | $0 |
| LORENA E AHUMADA ESQ | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSE A BAUERMEISTER MPH PHD | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONNIE L BLOOM ESQ | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR TO MAR 2022 | 1.00 | $0 | $0 | $0 |
| JORDAN A BROWN | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TED DALLAS | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NADIA L DOWSHEN | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL G HORSEY CPA | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAMILAH JACKSON MD MPH | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NIMRIT K KANG | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ESTELLE B RICHMAN | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR TO MAR 2022 | 1.00 | $0 | $0 | $0 |
| JENNIFER Y WONG | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR TO FEB 2022 | 1.00 | $0 | $0 | $0 |
| SHELLY D YANOFF | ||||||||
| 230 SOUTH BROAD STREET SUITE 810 | PHILADELPHIA | PA | 19102 | DIRECTOR TO JUN 2022 | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTH FEDERATION OF PHILADELPHIA | |||||
| 123 S BROAD STREET STE 650 | PHILADELPHIA | PA | 19109 | EMPLOYMENT SERVICES | $530,096 |
| CREWCIAL PARTNERS LLC | |||||
| 750 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT ADVISORS | $92,158 |
| YOUR PART TIME CONTROLLER LLC | |||||
| 1500 WALNUT STREET SUITE 1200 | PHILADELPHIA | PA | 19102 | ACCOUNTING SERVICES | $68,099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,421,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,686,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,029,053 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,137,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,137,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $782,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,354,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,567,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,567,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,570 | TotalTaxAmt |
| Distributable Before Adj | $2,552,179 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,552,179 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,552,179 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,326,652 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,326,652 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,552,179 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,232,902 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,326,652 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,232,902 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,458,429 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AFRICAN FAMILY HEALTH ORGANIZATION | |||||||
| 5400 GRAYS AVENUE 2ND FLOOR | PHILADELPHIA | PA | 19143 | PC | $5,000 TO SUPPORT PROFESSIONAL DEVELOPMENT OF THE EXECUTIVE DIRECTOR; $55,000 TO SUPPORT CULTURALLY- AND LINGUISTICALLY-SENSITIVE HEALTH, HUMAN, AND EDUCATIONAL SERVICES FOR AFRICAN AND CARIBBEAN IMMIGRANTS AND REFUGEES; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $70,000 | |
| BREAD & ROSES COMMUNITY FUND | |||||||
| 100 S BROAD STREET SUITE 1600 | PHILADELPHIA | PA | 19102 | PC | $100,000 TO SUPPORT THE DESIGN AND IMPLEMENTATION OF A PARENT- AND CAREGIVER-LED GRANTMAKING PROCESS TO FUND ORGANIZING, ADVOCACY, AND COMMUNITY ACTION PROJECTS THAT FOSTER EARLY CHILDHOOD HEALTH, DEVELOPMENT, AND LEARNING; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $110,000 | |
| CHILDREN FIRST | |||||||
| 990 SPRING GARDEN STREET SUITE 200 | PHILADELPHIA | PA | 19123 | PC | $65,000 TO SUPPORT ADVOCACY TO IMPROVE CHILDREN'S ACCESS TO HEALTH INSURANCE AND CARE, PREVENT CHILDHOOD LEAD POISONING, AND PROMOTE QUALITY AND EQUITABLE EARLY CARE AND EDUCATION; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $75,000 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP) | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE IMPLEMENTATION AND EVALUATION OF HEALTHYSTEPS AT CHOP PRIMARY CARE COBBS CREEK AND ADVOCACY FOR REIMBURSEMENT AND PAYMENT REFORMS TO RESOURCE INTEGRATION OF DYADIC BEHAVIORAL HEALTH SERVICES IN PEDIATRIC PRIMARY CARE | $86,603 | |
| COMMUNITY LEGAL SERVICES | |||||||
| 1424 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | PC | $60,000 TO SUPPORT THE MEDICAL-LEGAL PARTNERSHIP SERVICES AT RISING SUN HEALTH CENTER AND THE CHILDREN'S HOSPITAL OF PHILADELPHIA KARABOTS PEDIATRIC CARE CENTER TO ADDRESS SOCIAL AND ECONOMIC DRIVERS OF HEALTH INCLUDING ACCESS TO HEALTH INSURANCE AND PUBLIC BENEFITS AND SAFE AND HEALTHY HOUSING CONDITIONS; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $70,000 | |
| EDUCATION LAW CENTER | |||||||
| 1800 JFK BOULEVARD SUITE 1900-A | PHILADELPHIA | PA | 19103 | PC | $50,000 TO SUPPORT LEGAL SERVICES AND ADVOCACY TO IMPROVE CHILDREN'S ACCESS TO EARLY INTERVENTION SERVICES AND FULL INCLUSION IN EARLY CHILDHOOD EDUCATION; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $60,000 | |
| HISPANOS UNIDOS PARA NINOS EXCEPCIONALES (HUNE) | |||||||
| 2215 N AMERICAN STREET | PHILADELPHIA | PA | 19133 | PC | $30,000 TO SUPPORT BILINGUAL SERVICES FOR CHILDREN AND YOUTH WITH DIFFERENTIATING ABILITIES AND THEIR PARENTS AND CAREGIVERS TO PROMOTE SELF- AND FAMILY ADVOCACY AND PROVIDE SOCIAL, EMOTIONAL, AND ACADEMIC SUPPORT; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $40,000 | |
| JUSTICE AT WORK | |||||||
| 990 SPRING GARDEN STREET SUITE 300 | PHILADELPHIA | PA | 19123 | PC | $40,000 TO SUPPORT CLIENT-CENTERED AND LINGUISTICALLY- AND CULTURALLY- COMPETENT LEGAL SERVICES, COMMUNITY EDUCATION, AND ADVOCACY FOR LOW-WAGE MIGRANT AND IMMIGRANT WORKERS; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $50,000 | |
| LA PUERTA ABIERTA | |||||||
| PO BOX 534 | NARBERTH | PA | 19072 | PC | $50,000 TO SUPPORT BILINGUAL, HOLISTIC, AND CULTURALLY AND TRAUMA-INFORMED MENTAL HEALTH SERVICES FOR LATIN(X) IMMIGRANT AND REFUGEE COMMUNITY MEMBERS AND CROSS-SYSTEMS TRAINING OF PROVIDERS TO PROMOTE EQUITABLE, ACCESSIBLE CARE; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $60,000 | |
| LEGAL CLINIC FOR THE DISABLED | |||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | PC | $50,000 TO SUPPORT MEDICAL-LEGAL PARTNERSHIP SERVICES AT ST. CHRISTOPHER'S HOSPITAL FOR CHILDREN TO PROMOTE THE HEALTH, INDEPENDENCE, AND QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES WITH A FOCUS ON CHILDREN FROM BIRTH TO AGE FIVE; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $60,000 | |
| NATIONALITIES SERVICE CENTER OF PHILADELPHIA | |||||||
| 1216 ARCH STREET 4TH FLOOR | PHILADELPHIA | PA | 19107 | PC | $75,000 TO SUPPORT COMPREHENSIVE CLIENT-CENTERED PROGRAMS AND SERVICES THAT WELCOME AND EMPOWER IMMIGRANTS AND REFUGEES TO ACHIEVE A LIFE OF SAFETY AND STABILITY, SUSTAINABLE OPPORTUNITIES, AND MEANINGFUL COMMUNITY CONNECTIONS; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $85,000 | |
| OSHUN FAMILY CENTER | |||||||
| PO BOX 5116 | PHILADELPHIA | PA | 19141 | PC | $5,000 TO SUPPORT PROFESSIONAL DEVELOPMENT OF THE EXECUTIVE DIRECTOR; $40,000 TO SUPPORT RACIALLY CONCORDANT CARE FOR BLACK BIRTHING FAMILIES INCLUDING TRAUMA-INFORMED THERAPY AND SUPPORT SERVICES FOR EVERY STAGE OF THE BIRTHING JOURNEY; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $55,000 | |
| PARENTCHILD | |||||||
| 163B MINEOLA BOULEVARD | MINEOLA | NY | 11501 | PC | $50,000 TO SUPPORT HOME VISITING SERVICES FOR FAMILIES WITH CHILDREN FROM 16 MONTHS TO FOUR YEARS OLD TO STIMULATE PARENT-CHILD INTERACTION AND DEVELOP CHILDREN'S LANGUAGE, EARLY LITERACY, AND SOCIAL-EMOTIONAL SKILLS; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $60,000 | |
| PENNSYLVANIA HEALTH ACCESS NETWORK | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | $75,000 TO SUPPORT ADVOCACY TO EXPAND AND PROTECT ACCESS TO QUALITY, EQUITABLE, AND AFFORDABLE HEALTH CARE AND TO PROVIDE HEALTH INSURANCE ENROLLMENT AND NAVIGATION SERVICES; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $85,000 | |
| PENNSYLVANIA HEALTH FUNDERS COLLABORATIVE CO JEWISH HEALTHCARE FOUNDATION | |||||||
| 625 LIBERTY AVE EQT PLAZA SUITE | PITTSBURGH | PA | 15222 | PC | TO SUPPORT FACILITATION OF KNOWLEDGE-SHARING AND COLLECTIVE ACTION BY HEALTH-FOCUSED FOUNDATIONS ACROSS THE STATE (THE JEWISH HEALTHCARE FOUNDATION SERVED AS THE FISCAL AGENT FOR THE GRANT.) | $5,000 | 2500 |
| PENNSYLVANIA HOSPITAL FRIENDS FUND | |||||||
| PENN MEDICINE DEVELOPMENT 3535 | PHILADELPHIA | PA | 19104 | PC | OPERATING SUPPORT IN MEMORY OF DR. R. MICHAEL BUCKLEY JR., THE FOUNDATIONS FORMER BOARD MEMBER | $250 | MARKET STREET SUITE 750 |
| PENNSYLVANIA PARTNERSHIPS FOR CHILDREN | |||||||
| 200 N THIRD STREET 13TH FLOOR | HARRISBURG | PA | 17101 | PC | $75,000 TO SUPPORT ADVOCACY TO PROMOTE EARLY CHILDHOOD AND PERINATAL HEALTH AND WELL-BEING AND EXPAND ACCESS TO HEALTH INSURANCE AND CARE, HOME VISITING AND EARLY INTERVENTION SERVICES, AND EARLY CARE AND EDUCATION; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $85,000 | |
| PHILADELPHIA LEGAL ASSISTANCE CENTER INC | |||||||
| 718 ARCH STREET SUITE 300N | PHILADELPHIA | PA | 19106 | PC | $40,000 TO SUPPORT MEDICAL-LEGAL COMMUNITY PARTNERSHIP SERVICES AT CITY OF PHILADELPHIA HEALTH CENTERS AND FEDERALLY QUALIFIED HEALTH CENTERS TO ADDRESS PATIENT AND FAMILY SOCIO-LEGAL NEEDS INCLUDING HEALTH ACCESS AND AFFORDABILITY, PUBLIC BENEFITS AND INCOME SUPPORTS, AND HOUSING; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $50,000 | |
| SEAMAAC INC | |||||||
| 1711 BROAD STREET | PHILADELPHIA | PA | 19148 | PC | $69,880 TO SUPPORT A HEALTH AND HUMAN SERVICES FELLOWSHIP PROGRAM AT SEAMAAC, A JOINT PROGRAM WITH THE INDEPENDENCE FOUNDATION TO PROMOTE A DIVERSE, EQUITABLE, AND INCLUSIVE LEADERSHIP PIPELINE IN THE NONPROFIT AND HEALTH AND HUMAN SERVICES SECTORS; $50,000 TO SUPPORT LINGUISTICALLY- AND CULTURALLY- APPROPRIATE SERVICES FOR IMMIGRANTS, REFUGEES, AND OTHER POLITICALLY, SOCIALLY, AND ECONOMICALLY MARGINALIZED COMMUNITY MEMBERS INCLUDING THROUGH INTEGRATION OF SOCIAL SERVICES AT THE HANSJORG WYSS WELLNESS CENTER; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $129,880 | |
| THE VILLAGE OF ARTS AND HUMANITIES | |||||||
| 2544 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19133 | PC | $45,000 TO SUPPORT CREATIVE YOUTH DEVELOPMENT PROGRAMS TO BUILD THE SKILLS AND NETWORKS OF CHILDREN, TEENS, AND YOUNG ADULTS TO MAKE SUCCESSFUL TRANSITIONS TO ADULTHOOD, MARKED BY HEALTH AND WELL-BEING, ECONOMIC STABILITY, AND CIVIC ENGAGEMENT; $10,000 TO SUPPORT EFFORTS TO PROMOTE THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS IN PHILADELPHIA | $55,000 | |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | |||||||
| 1800 JFK BOULEVARD SUITE 1200 | PHILADELPHIA | PA | 19103 | PC | TO SUPPORT THE DEVELOPMENT OF THE CENTER FOR LEADERSHIP EQUITY TO SUPPORT LEADERSHIP AND ADVANCEMENT OPPORTUNITIES FOR BLACK, INDIGENOUS, AND PEOPLE OF COLOR IN THE NONPROFIT AND PHILANTHROPIC SECTORS | $50,000 | |
| UNIVERSITY OF DELAWARE | |||||||
| PSYCHOLOGICAL AND BRAIN SCIENCES | NEWARK | DE | 19716 | PC | TO SUPPORT THE ATTACHMENT BIOBEHAVIORAL CATCH-UP PROGRAM IN THE PHILADELPHIA INFANT TODDLER EARLY INTERVENTION SYSTEM TO PROMOTE EARLY CHILDHOOD SOCIAL-EMOTIONAL DEVELOPMENT | $230,150 | 108 WOLF HALL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,571,883 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP) | ||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE IMPLEMENTATION AND EVALUATION OF HEALTHYSTEPS AT CHOP PRIMARY CARE COBBS CREEK AND ADVOCACY FOR REIMBURSEMENT AND PAYMENT REFORMS TO RESOURCE INTEGRATION OF DYADIC BEHAVIORAL HEALTH SERVICES IN PEDIATRIC PRIMARY CARE | $161,678 |
| COMMUNITY LEGAL SERVICES | ||||||
| 1424 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | PC | TO SUPPORT THE MEDICAL-LEGAL PARTNERSHIP SERVICES AT RISING SUN HEALTH CENTER AND THE CHILDREN'S HOSPITAL OF PHILADELPHIA KARABOTS PEDIATRIC CARE CENTER TO ADDRESS SOCIAL AND ECONOMIC DRIVERS OF HEALTH INCLUDING ACCESS TO HEALTH INSURANCE AND PUBLIC BENEFITS AND SAFE AND HEALTHY HOUSING CONDITIONS | $30,000 |
| JUSTICE AT WORK | ||||||
| 990 SPRING GARDEN STREET SUITE 300 | PHILADELPHIA | PA | 19123 | PC | TO SUPPORT CLIENT-CENTERED AND LINGUISTICALLY- AND CULTURALLY- COMPETENT LEGAL SERVICES, COMMUNITY EDUCATION, AND ADVOCACY FOR LOW-WAGE MIGRANT AND IMMIGRANT WORKERS | $30,000 |
| LEGAL CLINIC FOR THE DISABLED | ||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | PC | TO SUPPORT MEDICAL-LEGAL PARTNERSHIP SERVICES AT ST. CHRISTOPHERS HOSPITAL FOR CHILDREN TO PROMOTE THE HEALTH, INDEPENDENCE, AND QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES WITH A FOCUS ON CHILDREN FROM BIRTH TO AGE FIVE | $40,000 |
| PHILADELPHIA LEGAL ASSISTANCE CENTER INC | ||||||
| 718 ARCH STREET SUITE 300N | PHILADELPHIA | PA | 19106 | PC | TO SUPPORT MEDICAL-LEGAL COMMUNITY PARTNERSHIP SERVICES AT CITY OF PHILADELPHIA HEALTH CENTERS AND FEDERALLY QUALIFIED HEALTH CENTERS TO ADDRESS PATIENT AND FAMILY SOCIO-LEGAL NEEDS INCLUDING HEALTH ACCESS AND AFFORDABILITY, PUBLIC BENEFITS AND INCOME SUPPORTS, AND HOUSING | $30,000 |
| SEAMAAC INC | ||||||
| 1711 BROAD STREET | PHILADELPHIA | PA | 19148 | PC | TO SUPPORT A HEALTH AND HUMAN SERVICES FELLOWSHIP PROGRAM AT SEAMAAC, A JOINT PROGRAM WITH THE INDEPENDENCE FOUNDATION TO PROMOTE A DIVERSE, EQUITABLE, AND INCLUSIVE LEADERSHIP PIPELINE IN THE NONPROFIT AND HEALTH AND HUMAN SERVICES SECTORS | $16,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $308,176 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,443 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $249 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175,955 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,296 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,056,064 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,272 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $686,480 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRELATED BUSINESS INCOME TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,817 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,935,105 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,943,922 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (1) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(6) | LineNumberTxt |
| Involved | $450 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNDAY BREAKFAST CLUB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | MEMBERSHIP DUES | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $69,289 | $41,573 | $26,570 |
| AUDIT | $31,958 | $1,000 | $30,075 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME FUND- VANGUARD SHORT TERM BOND FUND - 111,624.547 SH | $1,101,734 | $1,101,734 |
| FIXED INCOME FUND- VANGUARD TOTAL BOND FUND - 266,637.063 SH | $2,527,719 | $2,527,719 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL EQUITY COMPOSITE FUND - BROWN INT'L SMALL COMPANY FUND - 56,17 | $1,073,568 | $1,073,568 |
| INTERNATIONAL EQUITY COMPOSITE FUND - VANGUARD DEVELOPED MKTS - 82,352.394 S | $1,113,404 | $1,113,404 |
| US EQUITY COMPOSITE FUND - DFA US CORE EQUITY - 103,771.959 SH | $3,091,367 | $3,091,367 |
| US EQUITY COMPOSITE FUND - VULCAN LARGE CAP VALUE - 155,273.812 SH | $2,597,731 | $2,597,731 |
| US EQUITY COMPOSITE FUND - DFA SMALL CAP VALUE - 26,554.994 SH | $1,043,346 | $1,043,346 |
| US EQUITY COMPOSITE FUND - JACKSON SQUARE SMID GROWTH - 42,845.733 SH | $700,956 | $700,956 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME FUND - OHA DIVERSIFIED CREDIT STRATEGIES | FMV | $1,003,550 | $1,003,550 |
| GLOBAL FIXED INCOME - COLCHESTER GLOBAL BOND FUND | FMV | $1,611,025 | $1,611,025 |
| HEDGE FUNDS COMPOSITE - CANYON VALUE REALIZATION FUND | FMV | $1,055,793 | $1,055,793 |
| HEDGE FUNDS COMPOSITE - FOSSE | FMV | $1,327,825 | $1,327,825 |
| HEDGE FUNDS COMPOSITE - HALF SKY | FMV | $960,438 | $960,438 |
| HEDGE FUNDS COMPOSITE - NITORUM OFFSHORE FUND | FMV | $1,153,417 | $1,153,417 |
| INTERNATIONAL EQUITY COMPOSITE FUND - AFR CONCENTRATED VALUE | FMV | $1,281,137 | $1,281,137 |
| INTERNATIONAL EQUITY COMPOSITE FUND - FPR PARTNERS | FMV | $1,229,112 | $1,229,112 |
| INTERNATIONAL EQUITY COMPOSITE FUND - HEARD HIGH CONVICTION LONG ONLY | FMV | $1,289,595 | $1,289,595 |
| INTERNATIONAL EQUITY COMPOSITE FUND - ICHIGO JAPAN FUND B | FMV | $1,239,586 | $1,239,586 |
| INTERNATIONAL EQUITY COMPOSITE FUND - KONTIKI LONG ONLY | FMV | $1,341,466 | $1,341,466 |
| INTERNATIONAL EQUITY COMPOSITE FUND - NORDFLINT | FMV | $1,354,068 | $1,354,068 |
| INTERNATIONAL EQUITY COMPOSITE FUND - SHAWSPRING | FMV | $1,158,102 | $1,158,102 |
| INTERNATIONAL EQUITY COMPOSITE FUND - SUSTAINABLE CAPITAL AFRICA ALPHA FUND | FMV | $1,375,569 | $1,375,569 |
| INTERNATIONAL EQUITY COMPOSITE FUND - TYBOURNE LONG OPPORTUNITIES | FMV | $178,887 | $178,887 |
| INTERNATIONAL EQUITY COMPOSITE FUND - WESTWOOD EMERGING MKTS | FMV | $1,996,796 | $1,996,796 |
| INTERNATIONAL EQUITY COMPOSITE FD - WELLINGTON CONTRARIAN INTL VALUE | FMV | $2,860,869 | $2,860,869 |
| PRIVATE EQUITY COMPOSITE - CONSONANCE PRIVATE EQUITY II | FMV | $144,712 | $144,712 |
| PRIVATE EQUITY COMPOSITE - DIGITAL ALPHA FUND I | FMV | $1,418,914 | $1,418,914 |
| PRIVATE EQUITY COMPOSITE - RCP FUND VIII | FMV | $943,215 | $943,215 |
| PRIVATE EQUITY COMPOSITE - TIFF PRIVATE EQUITY PARTNERS 2008, LLC | FMV | $218,023 | $218,023 |
| PRIVATE EQUITY COMPOSITE - TIFF PRIVATE EQUITY PARTNERS 2009, LLC | FMV | $55,114 | $55,114 |
| PRIVATE EQUITY COMPOSITE - TIFF PRIVATE EQUITY PARTNERS 2011, LLC | FMV | $917,595 | $917,595 |
| PRIVATE EQUITY COMPOSITE - VENBIO GLOBAL STRATEGIC FUND IV | FMV | $97,775 | $97,775 |
| PRIVATE EQUITY COMPOSITE - WARBURG PINCUS PRIVATE EQUITY XII | FMV | $1,192,050 | $1,192,050 |
| REAL ESTATE - BPG FUND IX | FMV | $669 | $669 |
| REAL ESTATE - CROW REAL ESTATE FUND VIII-A | FMV | $64,648 | $64,648 |
| REAL ESTATE - PATRON FUND V | FMV | $496,087 | $496,087 |
| US EQUITY COMPOSITE FUND - FORAGER FUND | FMV | $1,441,614 | $1,441,614 |
| HEDGE FUNDS COMPOSITE - PERTENTO FUND | FMV | $1,243,956 | $1,243,956 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $15,440 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,442 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $20,000 | $20,000 | $20,000 |
| OPERATING RIGHT OF USE ASSET | $116,606 | $116,606 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $11,057,874 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (27 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $560,560 | $29,912 | $500,184 |
| OFFICE EXPENSE | $30,483 | $1,524 | $29,064 |
| DUES AND SUBSCRIPTIONS | $18,275 | $0 | $14,025 |
| BANK CHARGES | $175 | $175 | $0 |
| LLC EIN: 26-0724017 - INVESTMENT EXPENSES | $0 | $4,584 | $0 |
| LLC EIN: 26-3319245 - INVESTMENT EXPENSES | $0 | $5,666 | $0 |
| LLC EIN: 27-3616351 - INVESTMENT EXPENSES | $0 | $19,766 | $0 |
| PARTNERSHIP EIN: 47-2399816 - INVESTMENT EXPENSES | $0 | $1,036 | $0 |
| LP EIN: 47-4299035 - INVESTMENT EXPENSES | $0 | $3,019 | $0 |
| LP EIN: 81-3195396 - INVESTMENT EXPENSES | $0 | $28 | $0 |
| LP EIN: 81-1442775 - INVESTMENT EXPENSES | $0 | $15 | $0 |
| LP EIN: 81-2647574 - INVESTMENT EXPENSES | $0 | $48 | $0 |
| LP EIN: 81-0802581 - INVESTMENT EXPENSES | $0 | $26 | $0 |
| LP EIN: 98-1350296 - INVESTMENT EXPENSES | $0 | $18,310 | $0 |
| LP EIN: 82-3810942 - INVESTMENT EXPENSES | $0 | $1,223 | $0 |
| LLC EIN: 20-3377269 - INVESTMENT EXPENSES | $0 | $1,072 | $0 |
| LP EIN: 47-1232697 - INVESTMENT EXPENSES | $0 | $14,423 | $0 |
| LP EIN: 84-4268092 - INVESTMENT EXPENSES | $0 | $26,792 | $0 |
| LLC EIN: 83-3482023 - INVESTMENT EXPENSES | $0 | $13,324 | $0 |
| LP EIN: 26-1073624 - INVESTMENT EXPENSES | $0 | $13,221 | $0 |
| LP EIN: 86-2421429 - INVESTMENT EXPENSES | $0 | $12,005 | $0 |
| LP EIN: 86-2388155 - INVESTMENT EXPENSES | $0 | $15,539 | $0 |
| LLC EIN: 37-1973129 - INVESTMENT EXPENSES | $0 | $29,946 | $0 |
| LP EIN: 45-3145455 - INVESTMENT EXPENSES | $0 | $37 | $0 |
| LP EIN: 87-1342435 - INVESTMENT EXPENSES | $0 | $15,502 | $0 |
| LESS: PASSTHROUGH UBI INVESTMENT EXPENSE | $0 | -$676 | $0 |
| LESS: EXPENSES ALLOCABLE TO UBI | $0 | -$5,738 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $7,413 | $7,413 | $7,413 |
| PASS-THROUGH ALLOCATION ON BOOKS | $1,052,947 | $0 | $1,052,947 |
| LP EIN: 90-0762983 | $0 | -$553 | $0 |
| LLC EIN: 26-0724017 | $0 | $1,957 | $0 |
| LLC EIN: 26-3319245 | $0 | $5,926 | $0 |
| LLC EIN: 27-3616351 | $0 | $145 | $0 |
| PARTNERSHIP EIN: 47-2399816 | $0 | $2,206 | $0 |
| LP EIN: 47-4299035 | $0 | $378 | $0 |
| PARTNERSHIP EIN: 36-7324183 | $0 | -$50,787 | $0 |
| LLC EIN: 20-3377269 | $0 | -$681 | $0 |
| LP EIN: 26-1073624 | $0 | $22 | $0 |
| LP EIN: 86-2421429 | $0 | -$672 | $0 |
| LLC EIN: 37-1973129 | $0 | $1,764 | $0 |
| LP EIN: 45-3145455 | $0 | -$1,122 | $0 |
| LESS: PASS-THROUGH UBI OTHER INVESTMENT INCOME | $0 | -$4,296 | $0 |
| UNRELATED BUSINESS INCOME TAX REFUND | $3,163 | $3,163 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX ADJUSTMENT | Desc |
| Amt | $112,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX LIABILITY | $112,000 | $0 |
| RENT PAYABLE | $20,868 | $0 |
| OPERATING LEASE LIABILITY | $0 | $131,545 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAMMATIC CONSULTANTS | $3,799 | $0 | $3,799 |
| COMMUNICATIONS CONSULTANT | $21,208 | $0 | $21,208 |
| WEBSITE CONSULTANT | $4,060 | $0 | $4,060 |
| ALTERNATIVE INVESTMENT - INVESTMENT FEES | $166,664 | $166,664 | $0 |
| INVESTMENT ADVISORY | $92,158 | $92,158 | $0 |
| IT CONSULTING | $11,363 | $568 | $10,795 |
| CUSTODIAN FEES | $10,000 | $10,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PF EXCISE TAX | $14,000 | $0 | $0 |
| FOREIGN TAXES PAID | $49,171 | $49,171 | $0 |
| LLC EIN: 26-0724017 - FOREIGN TAXES PAID | $0 | $5 | $0 |
| LLC EIN: 26-3319245 - FOREIGN TAXES PAID | $0 | $76 | $0 |
| LLC EIN: 27-3616351 - FOREIGN TAXES PAID | $0 | $130 | $0 |
| PARTNERSHIP EIN: 47-2399816 - FOREIGN TAXES PAID | $0 | $18,889 | $0 |
| PARTNERSHIP EIN: 36-7324183 - FOREIGN TAXES PAID | $0 | $928 | $0 |
| LLC EIN: 20-3377269 - FOREIGN TAXES PAID | $0 | $10,644 | $0 |
| LLC EIN: 37-1973129 - FOREIGN TAXES PAID | $0 | $3,998 | $0 |
| LLC EIN: 45-3145455 - FOREIGN TAXES PAID | $0 | $103 | $0 |