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INDEPENDENCE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
INDEPENDENCE FOUNDATION (EIN 23-1352110)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202541339349100014
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T07:19:24-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232108173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RKL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13501 CONCORD ROAD STE 250AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352110EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDEPENDENCE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDEBusinessNameControlTxt
Phone2159854009PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BROAD STREET 1101AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREGINALD T SHUFORD ESQPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2159854009PhoneNum
Signature2025-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS L BERMAN CPAPreparerPersonNm
PTINP01269555PTIN
Phone7178433804PhoneNum
Preparation2025-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$77,899,919FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,985InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,985InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,727,182DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,727,182DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,440,029NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,467,012GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,440,029CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,171,196TotalRevAndExpnssAmt
Total Net Invst Incm$8,171,196TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$602,913CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$368,012CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$234,901CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$686,879OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$90,122OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$596,757OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$321,698PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$114,267PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$207,431PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$67,839AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$61,055AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,784AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$338,249OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$55,196OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$283,053OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$73,118TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$12,920DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$3,275DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$211,301OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$54,143OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$157,158OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$57,630TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,117TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$51,513TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$456,270OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$48,434OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$407,836OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,828,817TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$800,621TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,945,433TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,538,692ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,538,692ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,367,509TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$800,621TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,484,125TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,803,687ExcessRevenueOverExpensesAmt
Net Investment Income$7,370,575NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,435CashBOYAmt
Cash EOY$3,034CashEOYAmt
Cash EOYFMV$3,034CashEOYFMVAmt
Sav And Temp Cash Invst BOY$335,011SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$520,238SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$520,238SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$56,277,115CorporateStockBOYAmt
Corporate Stock EOY$57,243,928CorporateStockEOYAmt
Corporate Stock EOYFMV$57,243,928CorporateStockEOYFMVAmt
Corporate Bonds BOY$16,875,219CorporateBondsBOYAmt
Corporate Bonds EOY$20,023,123CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,023,123CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,139,983LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,122,337LandBldgEquipAccumDeprecAmt
Land BOY$16,693LandBOYAmt
Land EOY$17,646LandEOYAmt
Land EOYFMV$17,646LandEOYFMVAmt
Other Assets BOY$271,693OtherAssetsBOYAmt
Other Assets EOY$271,693OtherAssetsEOYAmt
Other Assets EOYFMV$91,950OtherAssetsEOYFMVAmt
Total Assets BOY$73,777,166TotalAssetsBOYAmt
Total Assets EOY$78,079,662TotalAssetsEOYAmt
Total Assets EOYFMV$77,899,919TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$73,777,166NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$78,079,662NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$73,777,166TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$78,079,662TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$73,777,166TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$78,079,662TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$73,777,166TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,803,687ExcessRevenueOverExpensesAmt
Other Increases$2,498,809OtherIncreasesAmt
Subtotal$78,079,662SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$78,079,662TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALES OF PUBLICLY TRADED SECURITIES$14,674,127$9,026,983$5,647,144$5,647,144
CAPITAL GAINS DIVIDENDS$792,885$792,885$792,885P
FieldValueIRS element (for citing)
Capital Gain Net Income$6,440,029CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$102,451InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$102,451SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$102,451TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$56,700EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$56,700TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,746EsPenaltyAmt
Tax Due$47,497TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.INDEPENDENCEFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2159854009PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BROAD STREET 1101AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HON PHYLLIS W BECK
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102BOARD CHAIR40.00$249,442$28,979$0
SUSAN E SHERMAN
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102PRESIDENT, CEO40.00$353,472$53,410$0
CATHERINE C CARR
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102VICE PRESIDENT2.00$0$0$0
DERICK DREHER
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102SECRETARY2.00$0$0$0
VIK DEWAN START 62024
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102MEMBER2.00$0$0$0
LOREE JONES
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102MEMBER2.00$0$0$0
DAVID LOGAN
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102MEMBER2.00$0$0$0
JOYCE WILKERSON
200 S BROAD STREET SUITE 1101PHILADELPHIAPA19102MEMBER2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JENNIFER BOHNENBERGER
200 SOUTH BROAD STREETPHILADELPHIAPA19102CHIEF OPERATING OFFI40.00$189,615$73,343$0
HEATHER MCDANEL
200 SOUTH BROAD STREETPHILADELPHIAPA19102PEER LEARNING40.00$146,724$32,830$0
KATE E TEJADA
200 SOUTH BROAD STREETPHILADELPHIAPA19102OFFICE ADMINISTRATOR40.00$125,881$43,891$0
ANN TORREGROSSA
200 SOUTH BROAD STREETPHILADELPHIAPA19102HEALTH & LEGAL SERVI40.00$70,976$8,598$0
ROSE TOMLINSON
200 SOUTH BROAD STREETPHILADELPHIAPA19102ADMINISTRATIVE ASSIS40.00$53,156$5,778$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
KOYA LEADERSHIP PARTNERS LLC
2005 MARKET STREET SUTIE 3300PHILADELPHIAPA19103EXECUTIVE DIRECTOR SEARCH$85,276
FOUNDATION SOURCE
55 WALLS DRIVEFAIRFIELDCT06824FOUNDATION MANAGEMENT SERVICES$81,250
RKL LLP
1800 FRUITVILLE PIKE PO BOX 8408LANCASTERPA176048408AUDIT/TAX SERVICES$67,839
KURIEN IT CONSULTANT
647 SHAMROCK LANEFEASTERVILLE TREVOSEPA19053IT AND COMPUTER MAINTENANCE$58,237
BRINKER CAPITAL SECURITIES LLC - MILL CREEK
161 WASHINGTON STREET SUITE 1500CONSHOHOCKENPA19428INVESTMENT FEES$55,196
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$77,068,263AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$489,806AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$139,502FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$77,697,571TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$77,697,571AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,165,464CashDeemedCharitableAmt
Net Vl Noncharitable Assets$76,532,107NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,826,605MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,826,605MinimumInvestmentReturnAmt
Tax Based On Investment Income$102,451TaxBasedOnInvestmentIncomeAmt
Total Tax$102,451TotalTaxAmt
Distributable Before Adj$3,724,154DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,724,154DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,724,154DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,484,125ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,484,125QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,724,154DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,416,356ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,522,924ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,902,841ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,764,873ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,912,594ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,519,588TotalExcessDistributionCyovAmt
Qualifying Distributions$5,484,125QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,724,154AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,759,971RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,279,559TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,416,356ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,863,203ExcessDistriCyovToNextYrAmt
Excess From Year4$1,522,924ExcessFromYear4Amt
Excess From Year3$1,902,841ExcessFromYear3Amt
Excess From Year2$1,764,873ExcessFromYear2Amt
Excess From Year1$1,912,594ExcessFromYear1Amt
Excess From Current Year$1,759,971ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN E SHERMAN PRESIDENT INDEPENDERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BROAD STREET SUITE 1101AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2159854009RecipientPhoneNum
Form And Info And MaterialsINDEPENDENCE FOUNDATION DOES NOT ACCEPT UNSOLICITED PROPOSALS. EACH YEAR THE FOUNDATION SENDS OUT REQUEST FOR PROPOSALS (RFP) UNDER THE FOLLOWING CATEGORIES: CULTURE AND THE ARTS, HEALTH CARE INITIATIVE, HUMAN SERVICES, PUBLIC INTEREST LEGAL AID, REENTRY, RECIDIVISM & RESTORATIVE JUSTICE, PUBLIC INTEREST LAW FELLOWSHIP PROGRAM, AND FELLOWSHIPS IN THE ARTS PROGRAM. ORGANIZATIONS NOT PREVIOUSLY FUNDED BY THE FOUNDATION ARE ENCOURAGED TO SEND A TWO PAGE LETTER OF INQUIRY INCLUDING ORGANIZATIONAL BACKGROUND INFORMATION, AMOUNT BEING REQUESTED AND DESCRIPTION OF THE PROGRAM/SERVICES FOR WHICH THE FUNDS WILL BE USED. PLEASE NOTE THAT THE FOUNDATION'S FUNDING AREA IS RESTRICTED TO PHILADELPHIA AND ITS SURROUNDING PENNSYLVANIA COUNTIES: BUCKS, CHESTER, DELAWARE AND MONTGOMERY.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE FOUNDATION ESTABLISHES A GRANT CYCLE ON A YEARLY BASIS AND ALL DECISIONS ARE MADE IN CYCLE.SubmissionDeadlinesTxt
Restrictions On AwardsLETTERS OF INQUIRY WILL BE REVIEWED FOR CONSISTENCY WITH CURRENT FUNDING PRIORITIES. SHOULD THE APPLICATION, AFTER REVIEW BY THE BOARD OF DIRECTORS, PROVE TO BE WITHIN THE SCOPE OF THE FOUNDATION'S INTERESTS, THE APPLICANT WILL BE ADVISED AND THE NECESSARY INTERVIEWS MAY BE ARRANGED PRIOR TO A FINAL DETERMINATION BY THE BOARD OF DIRECTORS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (234 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
1812 PRODUCTIONS INC
2329 S 3RD STPHILADELPHIAPA191484019PCGENERAL SUPPORT$12,500
9TH STREET YOUTH & COMMUNITY CENTER
2407 W 3RD STCHESTERPA190132307PCFOR THE ENVIRONMENTAL CORPS$1,000
ABORTION LIBERATION FUND OF PA
PO BOX 40748PHILADELPHIAPA19107PCGENERAL SUPPORT$5,000
ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA
1900 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19103PC$2,500 UNRESTRICTED, $2,500 TOWARDS LIBRARY AND ARCHIVES DIVISION$5,000
ACADEMY OF VOCAL ARTS
1920 SPRUCE STPHILADELPHIAPA191036613PCGENERAL SUPPORT$2,000
ACHIEVEABILITY
5901 MARKET ST SUITE 410PHILADELPHIAPA19139PCGENERAL SUPPORT$10,000
ACT II PLAYHOUSE LTD
56 E BUTLER AVEAMBLERPA190024526PCGENERAL SUPPORT$10,000
AIDS LAW PROJECT OF PENNSYLVANIA
1211 CHESTNUT STREETPHILADELPHIAPA191074103PCGENERAL SUPPORT$10,000
ALBERT M GREENFIELD HOME AND SCHOOL ASSOCIATION INC
2200 CHESTNUT STPHILADELPHIAPA191034307PCGENERAL SUPPORT$2,500
AL-BUSTAN SEEDS OF CULTURE
310 MASTER STREETPHILADELPHIAPA191224575PCGENERAL SUPPORT$5,000
AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA INC
PO BOX 60173PHILADELPHIAPA19102PCPUBLIC INTEREST LAW FELLOWSHI - VIKTORIA ZERDA$29,068
AMERICAN RED CROSS SOUTHEASTERN PENNSYLVANIA CHAPTER
2221 CHESTNUT STREETPHILADELPHIAPA19103PCRED CROSS HOUSE FOR DISASTER RECOVERY$5,000
ANTIOCH CHRISTIAN FELLOWSHIP
4721 CHESTNUT STPHILADELPHIAPA191394614PCLEVEL UP PHILLY$5,000
ARDELLAS HOUSE INC
1615 W END DRPHILADELPHIAPA191512235PCGENERAL SUPPORT$7,500
ARDEN THEATRE COMPANY
40 N 2ND STPHILADELPHIAPA191064504PCGENERAL SUPPORT$15,000
ARDEN THEATRE COMPANY
40 N 2ND STPHILADELPHIAPA191064504PCAS $2,500 FOR THE ANDREA MENGEL FUND, AND $2,500 UNRESTRICTED$5,000
ARDEN THEATRE COMPANY
40 N 2ND STPHILADELPHIAPA191064504PCANDREA MENGEL FUND$2,000
ARTREACH INC
1501 CHERRY STPHILADELPHIAPA191021403PCGENERAL SUPPORT$10,000
AZUKA THEATRE COLLECTIVE
1700 SANSOM ST STE 800PHILADELPHIAPA191035214PCGENERAL SUPPORT$5,000
BALLETX
1923 WASHINGTON AVEPHILADELPHIAPA191462653PCGENERAL SUPPORT$11,000
BEARDED LADIES CABARET
1315 WALNUT ST STE 320PHILADELPHIAPA191074701PCGENERAL SUPPORT$5,000
BEBASHI TRANSITION TO HOPE
1235 SPRING GARDEN STPHILADELPHIAPA191233206PCGENERAL SUPPORT$1,000
BELOIT COLLEGE
700 COLLEGE STBELOITWI535115509PCANNUAL FUND$1,000
BETHESDA PROJECT
1630 SOUTH STPHILADELPHIAPA19146PCGENERAL SUPPORT$11,000
BEYOND THE BARS INC
3500 LANCASTER AVEPHILADELPHIAPA191044916PCGENERAL SUPPORT$10,000
BOOKS THROUGH BARS
4722 BALTIMORE AVEPHILADELPHIAPA191433503PCGENERAL SUPPORT$5,000
BRISTOL RIVERSIDE THEATER CO INC
PO BOX 1250BRISTOLPA19007PCGENERAL SUPPORT$10,000
BROAD STREET MINISTRY
PO BOX 22656PHILADELPHIAPA19110PCGENERAL SUPPORT$26,000
CANINE PARTNERS FOR LIFE
PO BOX 170COCHRANVILLEPA193300170PCGENERAL SUPPORT$25,000
CARPENTERS COMPANY OF THE CITY AND COUNTY OF PHILADELPHIA
320 CHESTNUT STPHILADELPHIAPA191062708PCCHALLENGE GRANT FOR YOUNG PEOPLE'S CONTINENTAL CONGRESS$25,000
CENTER FOR ART IN WOOD INC
141 N 3RD STPHILADELPHIAPA191061913PCGENERAL SUPPORT$500
CENTER FOR REPRODUCTIVE RIGHTS INC
199 WATER ST FL 22NEW YORKNY100383533PCGENERAL SUPPORT$10,000
CENTER FOR THE ADVOCACY FOR THE RIGHTS & INTERESTS OF THE ELDERLY
1650 ARCH ST SUITE 1825PHILADELPHIAPA19102PCGENERAL SUPPORT$50,000
CENTER FOR THE BLIND AND VISUALLY IMPAIRED
100 W 15TH STCHESTERPA190135314PCGENERAL SUPPORT$5,000
CH PENNSYLVANIA UNDER - 21
31 E ARMAT STPHILADELPHIAPA191442201PCGENERAL SUPPORT$10,000
CHESTER COUNTY FOOD BANK
650 PENNSYLVANIA DREXTONPA193411127PCGENERAL SUPPORT$10,000
CHESTER EASTSIDE INC
301 E 9TH STCHESTERPA190136020PCGENERAL SUPPORT$5,000
CHILDREN FIRST PA
900 SPRING GARDEN ST STE 600PHILADELPHIAPA19123PCNEW PATHWAYS TO BEHAVIORAL HEALTH SERVICES WILL BOOST THE WELLNESS OF CHILDREN IN PHILADELPHIA.$25,000
CHRIST THE KING DEAF CHURCH
730 S NEW STWEST CHESTERPA193823666PCGENERAL SUPPORT$7,500
CIVIC NEWS COMPANY
450 7TH AVE 32ND FLNEW YORKNY10123PCFOR CHALKBEAT: PHILADELPHIA$1,000
CLAY STUDIO
137-139 N 2ND STPHILADELPHIAPA19106PCGENERAL SUPPORT$10,000
COMMUNITY ACTION AGENCY OF DELAWARE COUNTY INC
1414 MEETINGHOUSE RDUPPR CHICHSTRPA190613455PCHOUSING SERVICES$5,000
COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION
1700 SPRING GARDEN ST ANNEX 7TH FLPHILADELPHIAPA191303991PCTEACHING NURSING HOME PROJECT$38,120
COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION
1700 SPRING GARDEN ST ANNEX 7TH FLPHILADELPHIAPA191303991PC19130 ZIP CODE PROJECT$25,000
COMMUNITY LEGAL SERVICES INC
1424 CHESTNUT STPHILADELPHIAPA191022556PCPUBLIC INTEREST LAW FELLOWSHIP - LIVIA LUAN$91,343
COMMUNITY LEGAL SERVICES INC
1424 CHESTNUT STPHILADELPHIAPA191022556PCGENERAL SUPPORT$67,000
COMMUNITY LEGAL SERVICES INC
1424 CHESTNUT STPHILADELPHIAPA191022556PCPUBLIC INTEREST LAW FELLOWSHIP - JUAN P. MADRIGAL$46,048
COMMUNITY LEGAL SERVICES INC
1424 CHESTNUT STPHILADELPHIAPA191022556PCPUBLIC INTEREST LAW FELLWOSHIP - TUE HO$39,142
COMMUNITY YOUTH AND WOMENS ALLIANCE INC
423 E LINCOLN HWYCOATESVILLEPA193203411PCGENERAL SUPPORT$5,000
CONNECTEDLY
4100 MAIN ST STE 403PHILADELPHIAPA191271623PCGRANDFAMILY RESOURCE CENTER$10,000
CONSERVATION CENTER FOR ART AND HISTORIC ARTIFACTS
264 S 23RD STPHILADELPHIAPA191035530PCGENERAL SUPPORT$5,000
CONSUMER BANKRUPTCY ASSISTANCE PROJECT INC
718 ARCH STPHILADELPHIAPA19106PCGENERAL SUPPORT$10,000
COSACOSA ART AT LARGE INC
4427 MAIN STPHILADELPHIAPA191271325PCGENERAL SUPPORT$5,000
CRADLES TO CRAYONS INC
4700 WISSAHICKON AVE STE 142PHILADELPHIAPA19144PCGENERAL SUPPORT$5,000
CULTURETRUST GREATER PHILADELPHIA
1315 WALNUT ST STE 320PHILADELPHIAPA191074701PCPOWER STREET THEATRE$3,000
DARE 2 HOPE INC
3101 N 32ND STPHILADELPHIAPA191321003PCGENERAL SUPPORT$5,000
DEAF-HEARING COMMUNICATION CENTER INC
630 FAIRVIEW RD STE 100SWARTHMOREPA190812335PCGENERAL SUPPORT$10,000
DISABILITY RIGHTS PENNSYLVANIA
301 CHESTNUT ST STE 300HARRISBURGPA171012702PCGENERAL SUPPORT$10,000
DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY INC
14 W SECOND STMEDIAPA190632802PCGENERAL SUPPORT$10,000
DOMESTIC VIOLENCE CENTER OF CHESTER COUNTY
PO BOX 832WEST CHESTERPA193810832PCGENERAL SUPPORT$10,000
EAGLES AUTISM CHALLENGE INC
1 NOVACARE WAYPHILADELPHIAPA191455900PCGENERAL SUPPORT$1,000
EASTERN STATE PENITENTIARY HISTORIC SITE INC
2027 FAIRMOUNT AVEPHILADELPHIAPA191302610PCGENERAL SUPPORT$10,000
EDUCATION LAW CENTER - PA
1800 JFK BOULEVARD SUITE 1900APHILADELPHIAPA191037412PCGENERAL SUPPORT$10,000
EGO PO
317 DICKINSON STREET UNIT DPHILADELPHIAPA191476514PCGENERAL SUPPORT$5,000
EISENHOWER EXCHANGE FELLOWSHIPS INC
250 S 16TH STPHILADELPHIAPA191023334PCUSA JUSTICE PROGRAM$10,000
EISENHOWER EXCHANGE FELLOWSHIPS INC
250 S 16TH STPHILADELPHIAPA191023334PCPHILADELPHIA FELLOWS$30,000
ENCHANTMENT THEATRE COMPANY
7715 CRITTENDEN ST 349PHILADELPHIAPA191184473PCGENERAL SUPPORT$13,000
EPISCOPAL ACADEMY
1785 BISHOP WHITE DRNEWTOWN SQPA190731300PCGENERAL SUPPORT$5,000
EPISCOPAL COMMUNITY SERVICES OF THE DIOCESE OF PENNSYLVANIA
225 S 3RD STPHILADELPHIAPA191063910PCST. BARNABAS COMMUNITY RESOURCE CENTER$10,000
ESPERANZA IMMIGRATION LEGAL SERVICES
4261 N 5TH STPHILADELPHIAPA191402615PCGENERAL SUPPORT$10,000
FACE TO FACE
109 E PRICE STPHILADELPHIAPA191442145PCGENERAL SUPPORT$15,000
FAMILY PROMISE MONTCO PA
31 S SPRING GARDEN STAMBLERPA190024748PCGENERAL SUPPORT$5,000
FAMILY SERVICE OF CHESTER COUNTY
310 N MATLACK STWEST CHESTERPA193802620PCGENERAL SUPPORT$5,000
FELLOWSHIP PAYMENTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102NCFELLOWSHIP PAYMENTS$117,001NONE
FIRST PERSON ARTS INC
245 S 16TH STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
FOUNDATION OF COGNITIVE THERAPY AND RESEARCH
1 BELMONT AVE STE 503BALA CYNWYDPA190041608PCGENERAL SUPPORT$5,000
FRIENDS ASSOCIATION FOR CARE & PROTECTION OF CHILDREN
113 W CHESTNUT STWEST CHESTERPA193802515PCGENERAL SUPPORT$5,000
FRIENDS OF FARMWORKERS INC
990 SPRING GARDEN ST STE 300PHILADELPHIAPA19123PCPUBLIC INTEREST LAW FELLOWSHIP - SOLVEIG OLSON-STROM$42,813
FRIENDS OF FARMWORKERS INC
990 SPRING GARDEN ST STE 300PHILADELPHIAPA19123PCGENERAL SUPPORT$15,000
FRINGEARTS
140 N COLUMBUS BLVDPHILADELPHIAPA19106PCARTISTS U$5,000
FRINGEARTS
140 N COLUMBUS BLVDPHILADELPHIAPA19106PCGENERAL SUPPORT$25,000
GENERATIONS ON LINE
1017 CLINTON STPHILADELPHIAPA191076016PCGENERAL SUPPORT$3,000
GERMAN SOCIETY OF PENNSYLVANIA
611 SPRING GARDEN STPHILADELPHIAPA191233505PCGENERAL SUPPORT$2,000
GREATER PHILADELPHIA CULTURAL ALLIANCE
1315 WALNUT ST STE 732PHILADELPHIAPA191074733PCGENERAL SUPPORT$15,000
HABITAT FOR HUMANITY INTERNATIONAL INC
1829 N 19TH STPHILADELPHIAPA191212205PCGENERAL SUPPORT$10,000
HANDI-CRAFTERS INC
PO BOX 72646THORNDALEPA193720646PCGENERAL SUPPORT$5,000
HEDGEROW THEATRE INC
146 W ROSE VALLEY RDROSE VALLEYPA190866236PCGENERAL SUPPORT$5,000
HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
600 CHESTNUT ST SUITE 500BPHILADELPHIAPA19106PCLEGAL SERVICES$15,000
HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
600 CHESTNUT ST SUITE 500BPHILADELPHIAPA19106PCPUBLIC INTEREST LAW FELLOWSHIP - EMILY MILES$84,344
HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
600 CHESTNUT ST SUITE 500BPHILADELPHIAPA19106PCGENERAL SUPPORT$2,000
HOMELESS ADVOCACY PROJECT
1429 WALNUT STREET 15TH FLPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
HOPE SPRINGS EQUESTRIAN THERAPY INC
PO BOX 156CHESTER SPRGSPA194250156PCGENERAL SUPPORT$5,000
HOPEPHL
325 N 39TH STPHILADELPHIAPA191044656PCGENERAL SUPPORT$10,000
HOUSING ALLIANCE OF PENNSYLVANIA
1501 CHERRY STPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
INIS NUA THEATRE COMPANY
1700 SANSOM ST STE 800PHILADELPHIAPA19103PCGENERAL SUPPORT$5,000
INSTITUTE OF THE SISTERS OF MERCY OF THE AMERICAS MID-ATLANTIC COMMU
515 MONTGOMERY AVEMERIONPA190661214PCFUND FOR THE POOR$5,000
INTEGRATE FOR GOOD INC
1117 BRIDGE ST 247CREAMERYPA194309900PCGENERAL SUPPORT$5,000
INTERACT INC
302 S HICKS ST THE DRAKEPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
INTERCULTURAL JOURNEYS
701 S 50TH ST 3RD FLOORPHILADELPHIAPA191431689PCGENERAL SUPPORT$5,000
JEWISH HEALTHCARE FOUNDATION OF PITTSBURGH
625 LIBERTY AVE STE 2500PITTSBURGHPA152223115PCPENNSYLVANIA TEACHING NURSING HOME PROJECT$10,000
JUVENILE LAW CENTER
1800 JFK BOULEVARD SUITE 1900BPHILADELPHIAPA19103PCGENERAL SUPPORT$25,000
LANTERN THEATER COMPANY
PO BOX 53428PHILADELPHIAPA191053428PCGENERAL SUPPORT$10,000
LCH HEALTH AND COMMUNITY SERVICES
731 W CYPRESS STKENNETT SQPA193482419PCGENERAL SUPPORT$51,000
LEGAL AID SOUTHEASTERN PENNSYLVANIA INC
625 SWEDE STNORRISTOWNPA194013901PCGENERAL SUPPORT$35,000
LEGAL CLINIC FOR THE DISABLED INC
1513 RACE STPHILADELPHIAPA191021125PCGENERAL SUPPORT$15,000
LIVECONNECTIONS ORG
3025 WALNUT STPHILADELPHIAPA191043402PCGENERAL SUPPORT$7,500
LUTHERAN SOCIAL MISSION SOCIETY OF PHILADELPHIA
1340 FRANKFORD AVEPHILADELPHIAPA191253204PCBILINGUAL DOMESTIC VIOLENCE PROGRAM (BDVP)$5,000
LUV-N-BUNNS
8630 BLOOMFIELD AVEPHILADELPHIAPA191154128PCGENERAL SUPPORT$1,000
MAKING A CHANGE GROUP
PO BOX 1115CHESTERPA190161115PCGENERAL SUPPORT$5,000
MANN CENTER FOR THE PERFORMING ARTS
123 S BROAD ST STE 815PHILADELPHIAPA191091048PCGENERAL SUPPORT$25,000
MANNA ON MAIN STREET
606 E MAIN ST SUITE 1001LANSDALEPA194462906PCGENERAL SUPPORT$5,000
METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE
420 NORTH 20TH STPHILADELPHIAPA19130PCGENERAL SUPPORT$30,000
MIGHTY WRITERS
12 E CHURCH LNPHILADELPHIAPA191442213PCGENERAL SUPPORT$5,000
MONTGOMERY CHILD ADVOCACY PROJECT
409 CHERRY STNORRISTOWNPA194014734PCGENERAL SUPPORT$10,000
MONTGOMERY THEATER INC
PO BOX 64033SOUDERTONPA189640033PCGENERAL SUPPORT$5,000
MOVEMENT ALLIANCE PROJECT
924 CHERRY ST FL 5PHILADELPHIAPA191072411PCYOUTH ART & SELF-EMPOWERMENT PROJECT$7,500
MULTICULTURAL COMMUNITY FAMILY SERVICES INC
7016 TERMINAL SQ STE 3AUPPER DARBYPA190822338PCCALABASH FOOD PANTRY$5,000
MURPHYS GIVING MARKET
7116 SELLERS AVEUPPER DARBYPA190822024PCGENERAL SUPPORT$7,500
NATIONALITIES SERVICE CENTER OF PHILADELPHIA
1216 ARCH STREET FL 4PHILADELPHIAPA19107PCLEGAL SERVICES$15,000
NATIONALITIES SERVICE CENTER OF PHILADELPHIA
1216 ARCH STREET FL 4PHILADELPHIAPA19107PCPUBLIC INTEREST LAW FELLOWSHIP - MARGARET KOPEL$38,454
NEIGHBORHOOD BIKE WORKS
3943 LANCASTER AVENUEPHILADELPHIAPA191044667PCGENERAL SUPPORT$1,000
NEIGHBORHOOD GARDENS TRUST
100 N 20TH ST STE 405PHILADELPHIAPA191031560PCGENERAL SUPPORT$5,000
NEIGHBORHOOD LAND POWER PROJECT
1445 N 52ND STPHILADELPHIAPA191314435PCGENERAL SUPPORT$7,500
NEIGHBORS HELPING NEIGHBORS ON THE MAIN LINE
104 HOLLAND AVENUEARDMOREPA19003PCGENERAL SUPPORT$7,500
NETWORK FOR NEW MUSIC
6757 GREENE STREET SUITE 400PHILADELPHIAPA191193508PCGENERAL SUPPORT$11,000
NETWORK OF VICTIM ASSISTANCE
2370 YORK RD STE B1JAMISONPA189291031PCGENERAL SUPPORT$10,000
NEW LEASH ON LIFE USA
924 BRYN MAWR AVEPENN VALLEYPA190721404PCGENERAL SUPPORT$15,000
NEW PARADISE LABORATORIES THEATRE INC
747 CORINTHIAN AVEPHILADELPHIAPA191302614PCGENERAL SUPPORT$5,000
NORRIS SQUARE NEIGHBORHOOD PROJECT
2141 N HOWARD STREPHILADELPHIAPA19122PCGENERAL SUPPORT$5,000
NORRISTOWN ZOOLOGICAL SOCIETY
1661 HARDING BLVDNORRISTOWNPA194012974PCGENERAL SUPPORT$5,000
OPERA PHILADELPHIA
1420 LOCUST ST STE 210PHILADELPHIAPA191024204PCGENERAL SUPPORT$50,000
PAINTED BRIDE ART CENTER INC
PO BOX 16696PHILADELPHIAPA19139PCTHEATRE IN THE X$3,000
PARK AVENUE COMMUNITY CENTER INC
129 PARK AVESWARTHMOREPA190811536PCGENERAL SUPPORT$3,000
PARTNERS FOR SACRED PLACES INC
1700 SANSOM ST FL 10PHILADELPHIAPA191035219PCMAKING HOMES FOR THE ARTS IN SACRED PLACES$10,000
PENNS VILLAGE
201 S 21ST STPHILADELPHIAPA191034806PCGENERAL SUPPORT$10,000
PENNSYLVANIA BALLET ASSOCIATION
323 N BROAD STREETPHILADELPHIAPA19107PCGENERAL SUPPORT$25,000
PENNSYLVANIA HEALTH ACCESS NETWORK
1501 CHERRY STPHILADELPHIAPA191021403PCGENERAL SUPPORT$75,000
PENNSYLVANIA HEALTH LAW PROJECT
123 CHESTNUT ST STE 404PHILADELPHIAPA19106PCPUBLIC INTEREST LAW FELLOWSHIP - HILARY PEARSALL$36,843
PENNSYLVANIA HEALTH LAW PROJECT
123 CHESTNUT ST STE 404PHILADELPHIAPA19106PCPUBLIC INTEREST LAW FELLOWSHIP - MEGGIE MCCARTHY$39,490
PENNSYLVANIA HEALTH LAW PROJECT
123 CHESTNUT ST STE 404PHILADELPHIAPA19106PCGENERAL SUPPORT$15,000
PENNSYLVANIA HORTICULTURAL SOCIETY
100 N 20TH ST 5TH FLRPHILADELPHIAPA191031455PCPHS COMMUNITY GARDENS AND URBAN AGRICULTURE$10,000
PENNSYLVANIA INNOCENCE PROJECT
1515 MARKET ST STE 300PHILADELPHIAPA191021908PCGENERAL SUPPORT$10,000
PENNSYLVANIA INSTITUTIONAL LAW PROJECT
718 ARCH STREET SUITE 304 SOUTHPHILADELPHIAPA191061535PCGENERAL SUPPORT$10,000
PENNSYLVANIA INSTITUTIONAL LAW PROJECT
718 ARCH STREET SUITE 304 SOUTHPHILADELPHIAPA191061535PCPUBLIC INTEREST LAW FELLOWSHIP - LISA FANNING$43,822
PENNSYLVANIA PRISON SOCIETY
230 S BROAD ST STE 605PHILADELPHIAPA191024107PCGENERAL SUPPORT$10,000
PENNSYLVANIA STATE UNIVERSITY
105 OLD MAINUNIVERSITY PARKPA16802PCPENN STATE DANCE MARATHON (THON)$2,500
PENNSYLVANIANS FOR MODERN COURTS
1845 WALNUT ST 25TH FLPHILADELPHIAPA19103PCGENERAL SUPPORT$15,000
PEOPLE ADVANCING REINTEGRATION INC
2024 W HUNTING PARK AVEPHILADELPHIAPA19140PCGENERAL SUPPORT$7,500
PEOPLES LIGHT & THEATRE CO
39 CONESTOGA RDMALVERNPA193551706PCGENERAL SUPPORT$10,000
PHILABUNDANCE
3616 S GALLOWAY STREETPHILADELPHIAPA191485402PCGENERAL SUPPORT$53,000
PHILADELPHIA FOLKLORE PROJECT
735 S 50TH STPHILADELPHIAPA191433328PCGENERAL SUPPORT$5,000
PHILADELPHIA LAWYERS FOR SOCIAL EQUITY
230 S BROAD ST STE 1102PHILADELPHIAPA191024105PCGENERAL SUPPORT$10,000
PHILADELPHIA LAWYERS FOR SOCIAL EQUITY
230 S BROAD ST STE 1102PHILADELPHIAPA191024105PCPARDON PROJECT LEADERSHIP SUMMIT$15,000
PHILADELPHIA LEGAL ASSISTANCE CENTER INC
718 ARCH STPHILADELPHIAPA19106PCPUBLIC INTEREST LAW FELLOWSHIP - NICOLE SCOTT$76,155
PHILADELPHIA LEGAL ASSISTANCE CENTER INC
718 ARCH STPHILADELPHIAPA19106PCGENERAL SUPPORT$10,000
PHILADELPHIA MURAL ARTS ADVOCATES
1727-29 MOUNT VERNON STPHILADELPHIAPA19130PCGENERAL SUPPORT$76,000
PHILADELPHIA MURAL ARTS ADVOCATES
1727-29 MOUNT VERNON STPHILADELPHIAPA19130PCMURAL ARTS ART EDUCATION PROGRAM$1,000
PHILADELPHIA MURAL ARTS ADVOCATES
1727-29 MOUNT VERNON STPHILADELPHIAPA19130PCFOR THE VOTING PROJECT$7,500
PHILADELPHIA MURAL ARTS ADVOCATES
1727-29 MOUNT VERNON STPHILADELPHIAPA19130PCRESTORATIVE JUSTICE GUILD PROGRAM/WOMEN'S REENTRY$25,000
PHILADELPHIA ORCHESTRA ASSOCIATION
1 S BROAD ST 14TH FLPHILADELPHIAPA19107PCOUR CITY, YOUR ORCHESTRA LIVE!$15,000
PHILADELPHIA THEATRE COMPANY
215 S BROAD ST SUITE 304PHILADELPHIAPA19107PCGENERAL SUPPORT$5,000
PHILADELPHIA VIP INC
1500 JFK BLVD STE 1850PHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PHILADELPHIA YOUNG PLAYWRIGHTS
1219 VINE STREET 3RD FLRPHILADELPHIAPA191071135PCGENERAL SUPPORT$10,000
PIG IRON THEATRE COMPANY INC
1417 N 2ND STPHILADELPHIAPA191223859PCGENERAL SUPPORT$40,000
PLANNED PARENTHOOD KEYSTONE
29 N 9TH STREET CALLENTOWNPA181011102PCOPERATING SUPPORT FOR BUCKS COUNTY HEALTH CENTERS$25,000
PLANNED PARENTHOOD SOUTHEASTERN PA
1144 LOCUST STPHILADELPHIAPA191076734PCGENERAL SUPPORT$89,500
PREVENTION POINT PHILADELPHIA INCORPORATED
PO BOX 60990PHILADELPHIAPA19133PCGENERAL SUPPORT$50,000
PROJECT HOME
1415 FAIRMOUNT AVE STE 241PHILADELPHIAPA191302962PCIN HONOR OF DONNA BULLOCK$5,000
PROJECT HOME
1415 FAIRMOUNT AVE STE 241PHILADELPHIAPA191302962PCGENERAL SUPPORT$27,000
PROJECT HOME
1415 FAIRMOUNT AVE STE 241PHILADELPHIAPA191302962PC35TH ANNIVERSARY$5,000
PROJECT HOME
1415 FAIRMOUNT AVE STE 241PHILADELPHIAPA191302962PCHEALTHCARE SERVICES AT PROJECT HOME'S STEPHEN KLEIN WELLNESS CENTER AND HUB OF HOPE$75,000
PUENTES DE SALUD
1700 SOUTH STPHILADELPHIAPA191461529PCPUENTES DE SALUD HEALTH PROGRAM$50,000
QUEST THERAPEUTIC SERVICES INC
461 CANN RDWEST CHESTERPA193821715PCGENERAL SUPPORT$7,500
REGIONAL HOUSING LEGAL SERVICES
123 S BROAD ST STE 1330PHILADELPHIAPA191091037PCGENERAL SUPPORT$32,000
ROLLING HARVEST FOOD RESCUE
3920 RIVER RDLUMBERVILLEPA189339718PCGENERAL SUPPORT$5,000
ROSENBACH MUSEUM AND LIBRARY
2008-2010 DELANCEY STPHILADELPHIAPA19103PCGENERAL SUPPORT$20,000
SANKOFA HEALING STUDIO
2227 N BROAD STPHILADELPHIAPA191324502PCGENERAL SUPPORT$5,000
SENIORLAW CENTER
1650 ARCH ST SUITE 1820PHILADELPHIAPA19103PCGENERAL SUPPORT$10,000
SHARE FOOD PROGRAM INC
2901 W HUNTING PARK AVEPHILADELPHIAPA191291802PCDELAWARE COUNTY FOOD BANK$2,000
SHARE FOOD PROGRAM INC
2901 W HUNTING PARK AVEPHILADELPHIAPA191291802PCGENERAL SUPPORT$25,000
SHARE FOOD PROGRAM INC
2901 W HUNTING PARK AVEPHILADELPHIAPA191291802PCHEALTH & HUMAN SERVICES FELLWOSHIP - SERANA THOMPSON$36,713
SIMPATICO THEATRE PROJECT
850 S 2ND STPHILADELPHIAPA191473430PCGENERAL SUPPORT$6,000
SIXERS YOUTH FOUNDATION
3 BANNER WAYCAMDENPA081031166PCANNUAL GALA$5,000
SMITH MEMORIAL PLAYGROUNDS
3500 RESERVOIR DRPHILADELPHIAPA191212513PCGENERAL SUPPORT$5,000
SOUTHEAST ASIAN MAA COALITION INC
1711 S BROAD STPHILADELPHIAPA191481505PCGENERAL SUPPORT$5,000
SPARC SERVICES
2350 W WESTMORELAND STPHILADELPHIAPA191404718PCGENERAL SUPPORT$5,000
SPECIAL EQUESTRIANS
2800 STREET RDWARRINGTONPA189761637PCGENERAL SUPPORT$5,000
SPELMAN COLLEGE
350 SPELMAN LN SWATLANTAPA303144395PCTECHNOLOGY INNOVATION FUND$5,000
SPIRAL Q PUPPET THEATER
4247 W STILES STPHILADELPHIAPA191041024PCGENERAL SUPPORT$3,000
STUDENTS RUN PHILLY STYLE
1819 JOHN F KENNEDY BLVD STE 480PHILADELPHIAPA19103PCGENERAL SUPPORT$33,000
SUPPORT CENTER FOR CHILD ADVOCATES
1617 JFK BLVD STE 1200PHILADELPHIAPA19103PCGENERAL SUPPORT$20,000
SWARTHMORE COLLEGE
500 COLLEGE AVENUESWARTHMOREPA19081PCCHESTER CHILDREN'S CHORUS$15,000
TALLER PUERTORRIQUENO INC
2600 N 5TH STPHILADELPHIAPA191332626PCGENERAL SUPPORT$10,000
TEAM SUNSHINE PERFORMANCE CORPORATION
2329 S 3RD STPHILADELPHIAPA191484019PCGENERAL SUPPORT$3,000
TEAM UP PHILLY
111 FORREST AVE FL 3NARBERTHPA190722252PCSPORTS FOR JUVENILE JUSTICE (SJJ)$5,000
THE BERNARDINE CENTER
2625 W NINTH STCHESTERPA19013PCGENERAL SUPPORT$7,500
THE CENTER FOR EMERGING VISUAL ARTISTS LTD
237 S 18TH ST 34PHILADELPHIAPA19103PCGENERAL SUPPORT$5,000
THE COMMITTEE OF SEVENTY
123 S BROAD STPHILADELPHIAPA19109PCGENERAL SUPPORT$10,000
THE FOOD TRUST
1617 JFK BLVD SUITE 900PHILADELPHIAPA191031824PCGENERAL SUPPORT$25,000
THE FREE LIBRARY OF PHILADELPHIA
1901 VINE ST STE 111PHILADELPHIAPA19103PCTHE FIELD TEEN CENTER (FORMERLY "TEEN CENTRAL")$5,000
THE FREE LIBRARY OF PHILADELPHIA
1901 VINE ST STE 111PHILADELPHIAPA19103PCGENERAL SUPPORT$2,000
THE IVINS OUTREACH CENTER
80 W TRENTON AVEMORRISVILLEPA190676650PCFOOD DISTRIBUTION TO CHILDREN, FAMILIES & SENIORS$5,000
THE PRINT CENTER
1614 LATIMER STPHILADELPHIAPA191036308PCGENERAL SUPPORT$1,000
THE PUBLIC INTEREST LAW CENTER
1500 JOHN F KENNEDY BLVDPHILADELPHIAPA191021710PCPUBLIC INTEREST LAW FELLOWSHIP - MADISON GRAY$42,336
THE PUBLIC INTEREST LAW CENTER
1500 JOHN F KENNEDY BLVDPHILADELPHIAPA191021710PCGENERAL SUPPORT$10,000
THE SCRIBE VIDEO CENTER INC
3908 LANCASTER AVEPHILADELPHIAPA191044606PCGENERAL SUPPORT$25,000
THE VILLAGE ARTS AND HUMANITIES
PO BOX 50634PHILADELPHIAPA19132PCGENERAL SUPPORT$5,000
THEATRE EXILE CO
1340 S 13TH STREETPHILADELPHIAPA19147PCGENERAL SUPPORT$10,000
THEATRE HORIZON
401 DEKALB STREETNORRISTOWNPA194014909PCGENERAL SUPPORT$10,000
THEATRE PHILADELPHIA
1315 WALNUT ST STE 732PHILADELPHIAPA191074733PCGENERAL SUPPORT$5,000
TINY WPA
3145 W JEFFERSON ST STE C7PHILADELPHIAPA191214052PCGENERAL SUPPORT$500
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
2929 WALNUT ST STE 300PHILADELPHIAPA191046205PCBATES CENTER, TO SUPPORT THE PROPER PROTECTION AND STORAGE OF THE DONATED MATERIALS$15,000
UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY
1800 JOHN F KENNEDY BLVDPHILADEPLHIAPA191037421PCCENTER FOR LEADERSHIP EQUITY/BLACK NONPROFIT CHIEF EXECUTIVES OF PHILADELPHIA$3,000
UPLIFT SOLUTIONS INC
417 N 8TH ST STE 300PHILADELPHIAPA191233918PCUPLIFT SOLUTIONS YOUTH INITIATIVE$5,000
URBAN CREATORS
2316 N 11TH ST 50PHILADELPHIAPA191331062PCGENERAL SUPPORT$5,000
VILLANOVA UNIVERSITY
800 E LANCASTER AVEVILLANOVAPA190851603PCGENERAL SUPPORT$5,000
VISIONLINK
PO BOX 1758BENSALEMPA190206758PCGENERAL SUPPORT$10,000
WAGNER FREE INSTITUTE OF SCIENCE
1700 W MONTGOMERY AVEPHILADELPHIAPA191213227PCGENERAL SUPPORT$3,000
WALNUT STREET THEATRE CORP
825 WALNUT STPHILADELPHIAPA191075107PCGENERAL SUPPORT$10,000
WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 S INDEPENDENCE MALL EPHILADELPHIAPA191062517PCGENERAL SUPPORT$7,000
WHY NOT PROSPER INC
717 E CHELTEN AVEPHILADELPHIAPA191441206PCGENERAL SUPPORT$10,000
WILMA THEATER INC
265 S BROAD STPHILADELPHIAPA191075659PCGENERAL SUPPORT$13,000
WOMEN AGAINST ABUSE INC
100 S BROAD STPHILADELPHIAPA191101024PCLEGAL SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE IN PHILADELPHIA$10,000
WOMENS CENTER OF MONTGOMERY COUNTY
2506 N BROAD STREET SUITE 203COLMARPA18915PCGENERAL SUPPORT$10,000
WOMENS LAW PROJECT
125 S 9TH ST STE 300PHILADELPHIAPA191075117PCGENERAL SUPPORT$27,000
WOMENS RESOURCE CENTER
113 W WAYNE AVEWAYNEPA190874099PCGENERAL SUPPORT$10,000
WONDERSPRING
201 SABINE AVENUENARBERTHPA190721600PCGENERAL SUPPORT$1,000
WOOSTER GROUP INC
PO BOX 2075NEW YORKNY100130882PCGENERAL SUPPORT$4,000
YOUR AGENCY INCORPORATED
27 N 3RD STPHILADELPHIAPA191064507PC2:1 CHALLENGE GRANT FOR THE CREATION OF THE MINISTRY OF AWE$25,000
YOUR AGENCY INCORPORATED
27 N 3RD STPHILADELPHIAPA191064507PCTO ENGAGE A CONSULTANT FOR A COMMUNICATION STRATEGY FOR THE MINISTRY OF AWE$7,500
YOUR AGENCY INCORPORATED
27 N 3RD STPHILADELPHIAPA191064507PCFOR THE MINISTRY OF AWE$5,000
YOUTH EMPOWERMENT FOR ADVANCEMENT HANGOUT
5928 LOCUST STPHILADELPHIAPA191393830PCGENERAL SUPPORT$10,000
YOUTH SENTENCING & REENTRY PROJECT INC
1528 WALNUT ST STE 515PHILADELPHIAPA191023606PCGENERAL SUPPORT$12,000
ZOOLOGICAL SOCIETY OF PHILADELPHIA
3400 W GIRARD AVEPHILADELPHIAPA191041139PCGENERAL SUPPORT$63,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,538,692TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,985ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,727,182ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,440,029ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,171,196ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,171,196TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$67,839Amt
Net Investment Income$61,055NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,784DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MILL CREEK FUNDS - FIXED INCOME$2,647,452$2,647,452
VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADMIRAL SHARES$9,566,037$9,566,037
VANGUARD ULTRA SHORT-TERM INVESTMENT GRADE FUND ADMIRAL SHOARES$4,508,934$4,508,934
VANGUARD TOTAL MARKET BOND$3,300,700$3,300,700

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MILL CREEK FUNDS - DOMESTIC FUNDS$5,983,370$5,983,370
MILL CREEK FUNDS - INTERNATIONAL FUNDS$2,577,656$2,577,656
VANGUARD LARGE CAP INDEX FUND INSTITUTIONAL SHARES$14,176,965$14,176,965
VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES$8,688,122$8,688,122
VANGUARD PRIMECAP CORE FUND$13,943,754$13,943,754
VANGUARD EURO$1,971,880$1,971,880
VANGUARD INTERNATION STOCK FUND$2,190,047$2,190,047
S & P 500 VALUE FUND$7,712,134$7,712,134

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS$872,805$869,525$3,280$3,280
OFFICE EQUIPMENT$220,605$220,492$113$113
COMPUTER EQUIPMENT$46,573$32,320$14,253$14,253

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescARTWORKDesc
BOY Book Value$271,693BOYBookValueAmt
EOY Book Value$271,693EOYBookValueAmt
EOYFMV$91,950EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$1,872$374$1,498
OFFICE SUPPLIES$38,208$7,642$30,566
COMPUTER (HARD/SOFTWARE)$78,836$19,985$58,851
OTHER INSURANCE$29,298$14,649$14,649
DUES AND SUBSCRIPTIONS$15,258$3,052$12,206
GRANT SUPPORT$282,022$0$282,022
REPAIR AND MAINTENANCE$10,776$2,732$8,044

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCURRENT YEAR UNREALIZED GAINS/LOSSES ON INVESTMENTSDesc
Amt$2,498,809Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$55,196$55,196$0
CONSULTING FEES$283,053$0$283,053

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES - ESTIMATES$56,700$0$0
EXCISE TAXES - BALANCE DUE P/Y$16,418$0$0