POTTSTOWN REGIONAL COMMUNITY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- POTTSTOWN REGIONAL COMMUNITY FOUNDATION (EIN 23-2344729)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-14
- IRS object ID
- 202221349349100202
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other 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 | 2022-05-14T00:54:21-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231144520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH 16TH STREET SUITE 2900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232344729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTSTOWN AREA HEALTH AND WELLNESS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POTT | BusinessNameControlTxt |
| Phone | 6103232006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL JAMGOCHIAN | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 6103232006 | PhoneNum |
| Signature | 2022-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | JAMGOCHIAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRISON PEREIRA | PreparerPersonNm |
| PTIN | P00746867 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2022-05-13 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,468,067 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $33,127 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,907,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,907,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,417,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,504,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,417,777 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,608 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,361,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,324,801 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $231,499 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,481 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $138,899 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $803,854 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $199,572 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $570,341 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $290,071 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $72,805 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $307,620 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,232 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,232 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $397,896 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $148,737 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $298,317 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $18,740 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $18,740 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $93,743 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,749 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $84,152 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,630 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,725 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $905 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,485 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $897 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $346,814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,510 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $221,219 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,260,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $581,948 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,639,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,921,671 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,316,418 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,182,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $581,948 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,955,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,179,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,742,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,251 | CashBOYAmt |
| Cash EOY | $149,196 | CashEOYAmt |
| Cash EOYFMV | $149,196 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $109,536 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,935 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,935 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $44,015 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $130,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $130,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $75,643,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $87,397,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,397,788 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $947,067 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $711,467 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $711,467 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $392,819 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $352,138 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $56,872 | LandBOYAmt |
| Land EOY | $40,681 | LandEOYAmt |
| Land EOYFMV | $40,681 | LandEOYFMVAmt |
| Total Assets BOY | $76,820,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,468,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,468,067 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $418,655 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $139,798 | AccountsPayableEOYAmt |
| Grants Payable BOY | $434,747 | GrantsPayableBOYAmt |
| Grants Payable EOY | $40,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $29,735,747 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,005,461 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30,589,149 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,185,259 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $46,231,390 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $71,282,808 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,231,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,282,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,820,539 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,468,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,231,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,179,252 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,872,166 | OtherIncreasesAmt |
| Subtotal | $71,282,808 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,282,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TOO VOLUMINOUS TO LIST - DETAILS AVAILABLE AT TAXPAYER'S OFFICE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $13,504,390 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,086,613 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,417,777 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,417,777 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,417,777 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $93,726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $93,726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $93,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130,000 | 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 | $130,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $478 | EsPenaltyAmt |
| Overpayment | $35,796 | OverpaymentAmt |
| Applied To ES Tax | $35,796 | 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 | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.POTTSTOWNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID KRAYBILL EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 6103232006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 E HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID KRAYBILL | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | PRESIDENT | 40.00 | $231,499 | $42,403 | $0 |
| KEITH HARRISON DO FAAFP | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MYRA GEHRET FORREST ED D | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | CHAIR | 5.00 | $0 | $0 | $0 |
| TODD ALDERFER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER-AT-LARGE | 5.00 | $0 | $0 | $0 |
| PHILIP COOK | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| LINDA FLEDERBACH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| PETER GLENNON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| MATTHEW CAPPELLETTI | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | TREASURER | 5.00 | $0 | $0 | $0 |
| B DOUGLAS TRAINER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| DEBORAH LEE | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| ADAM CONISH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JOHN FOSTER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| SONIA FRECON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| LORI REINHART MUSSON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JEFFREY SPARAGANA | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| ARTHUR GREEN | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| FRANCES HEFFNER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| MATTHEW HOWALD | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| CARL LANDIS | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| NANCY MILLER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JUSTIN VALENTINE | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD BROWN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $125,797 | $21,887 | $0 |
| ASHIA COOPER | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $87,891 | $29,501 | $0 |
| CRAIG COLISTRA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $92,616 | $22,162 | $0 |
| ROSEMARIE WALTERS | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | OFFICE MANAGER | 40.00 | $84,592 | $24,217 | $0 |
| MICHAEL JAMGOCHIAN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | CONTROLLER | 40.00 | $92,645 | $14,782 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERALON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1628 JOHN F KENNEDY BLVD 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | HEALTHCARE CONSULTING | ServiceTypeTxt |
| Compensation | $188,161 | CompensationAmt |
| 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 | $83,568,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,763 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,721,714 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,721,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,255,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,465,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,123,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,123,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93,726 | TotalTaxAmt |
| Distributable Before Adj | $4,029,568 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,029,568 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,029,568 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,955,471 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,955,471 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,955,471 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,029,568 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $797,761 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $501,389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $201,012 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $472,545 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,030,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,955,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,029,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $925,903 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,956,570 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $797,761 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,158,809 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $501,389 | ExcessFromYear4Amt |
| Excess From Year3 | $201,012 | ExcessFromYear3Amt |
| Excess From Year2 | $472,545 | ExcessFromYear2Amt |
| Excess From Year1 | $57,960 | ExcessFromYear1Amt |
| Excess From Current Year | $925,903 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOWARD BROWN CRAIG COLISTRA PROGRAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6103232006 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE TO BE COMPLETED AND POTENTIAL GRANTEES NEED TO PROVIDE AN ORGANIZATION BUDGET, A PROGRAM BUDGET, AN IRS DETERMINATION LETTER, MOST RECENT AUDIT REPORT AND/OR FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY BASED ON EACH FALL AND SPRING GRANT ROUND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | A POTENTIAL GRANTEE ORGANIZATION MUST BE A NON-PROFIT ORGANIZATION LOCATED WITHIN 10 MILES OF THE BOROUGH OF POTTSTOWN. THE GRANT MUST FALL WITHIN ONE OF THE ORGANIZATION'S THREE CORE PRIORITIES OF: (1) FUNDING PROGRAMS AND SOLUTIONS FOR LONG-TERM IMPROVEMENT IN HEALTHY BEHAVIORS; (2) FUNDING PROGRAMS FOR PHYSICAL HEALTH AND EMOTIONAL WELL-BEING; (3) FUNDING LEARNING OPPORTUNITIES AND STRATEGIC PLANNING TO STRENGTHEN NON-PROFITS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACLAMO | ||||||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | ACLAMO'S POTTSTOWN COMMUNITY HEALTH CONNECTIONS PROGRAM, ACLAMO - POTTSTOWN SI NOS CUENTAN, SI CONTAMOS CAMPAIGN | $65,000 | ||||
| BOROUGH OF POTTSTOWN | ||||||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | SPRUCE STREET PARK BASKETBALL COURT RENOVATION PROJECT, CREATE WITH A COP, | $27,500 | ||||
| BOYERTOWN AREA MULTI-SERVICE INC | ||||||||||
| 200 WEST SPRING STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | RICKETTS CENTER PROGRAMMING, FOOD ACCESS AND HEALTH AND WELLNESS PROGRAMS, COVID RELIEF AND RECOVERY FUND | $155,333 | ||||
| CAMPHILL VILLAGE KIMBERTON HILLS | ||||||||||
| PO BOX 1045 | KIMBERTON | PA | 19442 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $7,500 | ||||
| CARSON VALLEY CHILDREN'S AID | ||||||||||
| 1314 DEKALB STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | WOMEN'S VOICES, HEALTHY CHOICES | $22,000 | ||||
| CENTRO CULTURAL LATINO UNIDOS INC | ||||||||||
| BOX 613 19 S KEIM STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FIVE POINTS TO ACHIEVE A HEALTHY LATINO LIFESTYLE | $17,500 | ||||
| CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY | ||||||||||
| PO BOX 706 | NORRISTOWN | PA | 19404 | PUBLIC CHARITY | FOSTERING RESILIENCY THROUGH ON-SITE THERAPAY AND ADVOCACY | $25,000 | ||||
| COLEBROOKDALE RAILROAD PRESERVATION TRUST | ||||||||||
| 100 S CHESTNUT STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | COLEBROOKDALE RAILROAD ACCESSIBILITY IMPROVEMENTS. | $37,500 | ||||
| CREATIVE HEALTH SERVICES | ||||||||||
| 11 ROBINSON STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COVID RELIEF & RECOVERY FUND | $500 | ||||
| DEVELOPMENTAL ENTERPRISES CORP | ||||||||||
| 333 E AIRY STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | HEALTHY EATING, HEALTHY LIVING, COVID RELIEF & RECOVERY FUND | $19,250 | ||||
| EAST COVENTRY TOWNSHIP PARKS AND RECREATION | ||||||||||
| 855 ELLIS WOODS ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | TOWPATH PARK PHASE I ENGINEERING | $27,900 | ||||
| EXPRESSIVE THERAPY CONCEPTS INC | ||||||||||
| 125 PROSPECT STREET | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | SMASHVILLE BADMINTON: KIDS AND ADULT FITNESS PROGRAMMING | $15,000 | ||||
| FAMILY SERVICES OF MONTGOMERY COUNTY | ||||||||||
| 3125 RIDGE PIKE | EAGLEVILLE | PA | 19403 | PUBLIC CHARITY | PROJECT HEARTH - HELPING ELDERLY ADULTS REMAIN IN THEIR HOME AND STRENGTHENING POTTSTOWN'S FAMILIES PROJECT | $33,955 | ||||
| FOUNDATION FOR BOYERTOWN EDUCATION | ||||||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | FOUNDATION FOR BOYERTOWN OGANIZATIONAL SUSTAINABILITY AND GROWTH | $30,500 | ||||
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | CHROMEBOOK CAMPAIGN FOR POTTSTOWN SCHOOL DISTRICT AND GENERAL OPERATING SUPPORT | $50,868 | ||||
| GREATER POTTSTOWN TENNIS ASSOCIATION | ||||||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GAME, SET, ADVANTAGE | $75,000 | ||||
| HEALTH CARE ACCESS | ||||||||||
| 723 WHEATLAND STREET | PHOENIXVILLE | PA | 19460 | PRIVATE FOUNDATION | HEALTH CARE ACCESS PROGRAMS, COVID RELIEF & RECOVERY FUND | $10,250 | ||||
| JULIAN DORSEY FOUNDATION | ||||||||||
| 1014 CHERRINGTON DRIVE | HARRISBURG | PA | 17110 | PUBLIC CHARITY | INFRASTRUCTURE GROWTH OF MARKETING, LEADERSHIP AND DEVELOPMENT AT THE JULIAN DORSEY FOUNDATION. | $15,000 | ||||
| LOWER POTTSGROVE TOWNSHIP | ||||||||||
| 2199 BUCHERT ROAD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | GERALD RICHARDS PARK RENOVATION PROJECT | $30,000 | ||||
| MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY | ||||||||||
| 30 W BARNARD ST STE 1 | WEST CHESTER | PA | 19382 | PUBLIC CHARITY | HEALTHY START AND ACCESS TO BENEFITS FOR UNDERSERVED FAMILIES IN POTTSTOWN, COVID RELIEF & RECOVERY FUND | $44,424 | ||||
| MATERNITY CARE COALITION | ||||||||||
| 200 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | POTTSTOWN EARLY HEAD START AND PARENTING INITIATIVE, COVID RELIEF & RECOVERY FUND | $50,250 | ||||
| MEALS ON WHEELS OF CHESTER COUNTY INC | ||||||||||
| 3 EAST STOW ROAD | MARLTON | NJ | 08053 | PUBLIC CHARITY | NUTRITIOUS MEALS FOR NORTHERN SECTION OF CHESTER COUNTY | $3,000 | ||||
| MICHAELS COMMUNITY SERVICES CORPORATION | ||||||||||
| 3 EAST STOW ROAD | MARLTON | NJ | 08053 | PUBLIC CHARITY | OUTDOOR CLASSROOM | $9,300 | ||||
| MITZVAH CIRCLE FOUNDATION | ||||||||||
| 2562 BOULEVARD OF THE GENERALS 100 | NORRISTOWN | PA | 19403 | PUBLIC CHARITY | CRITICAL NEEDS FOR HEALTHY FAMILIES, DIAPER BANK AND PERIOD SUPPLIES | $8,000 | ||||
| NORTH COVENTRY TOWNSHIP | ||||||||||
| 845 S HANOVER ST | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | RIVERSIDE PARK PICKLEBALL COURTS | $17,500 | ||||
| POTTSTOWN AREA POLICE ATHLETIC LEAGUE | ||||||||||
| PO BOX 176 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BUILDING SUSTAINABLE OPTIONS FOR YOUTH SPORTS | $55,000 | ||||
| POTTSTOWN ATHLETIC CLUB | ||||||||||
| 21 N HANOVER STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | FITNESSTOWN USA - THE ARMORY | $72,500 | ||||
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||||||
| 137 WALNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PROMOTING NUTRITION; CREATING STRONG SOCIAL NETWORKS; DEVELOPING LEARNING OPPORTUNITIES FOR PCRC STAFF & BOARD | $77,833 | ||||
| POTTSTOWN FARM | ||||||||||
| 17 N HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN FARM, COVID RELIEF & RECOVERY FUND | $25,333 | ||||
| POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMISSION | ||||||||||
| PO BOX 311 | NORRISTOWN | PA | 19404 | GOVERNMENT ENTITY | CIRCUIT RIDER PROGRAM | $49,080 | ||||
| PRESERVATION POTTSTOWN | ||||||||||
| 1304 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MOSAIC 2021 GRANT REQUEST | $62,500 | ||||
| PROJECT PURPOSE | ||||||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PROJECT PURPOSE: GENERAL OPERATING, COVID RELIEF & RECOVERY FUND | $61,833 | ||||
| ROYERSFORD OUTREACH | ||||||||||
| 350 MAIN STREET | ROYERSFORD | PA | 19468 | PUBLIC CHARITY | GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS | $25,000 | ||||
| SALVATION ARMY | ||||||||||
| 137 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN WORKS | $55,000 | ||||
| SAVE ALLIANCE FOUNDATION | ||||||||||
| 35 KING ROAD | GREEN LANE | PA | 18054 | PUBLIC CHARITY | POTTSTOWN AREA FOOD COLLABORATIVE DESIGN PROCESS, THE COMMUNITY EMPOWERMENT PROJECT: BUILDING SOCIAL CAPITAL THROUGH VOLUNTEERISM | $8,013 | ||||
| SCHUYLKILL RIVER GREENWAY ASSOCIATION | ||||||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | POTTSTOWN RECREATION HUB | $50,000 | ||||
| ST ALOYSIUS PARISH SCHOOL | ||||||||||
| 220 N HANOVER STREET | POTTSTOWN | PA | 19464 | CATHOLIC SCHOOL | ST. ALOYSIUS SPRING 2021, CAPPELLETTI BOARD HONORARIUM | $8,500 | ||||
| STRIVE INITIATIVE INC | ||||||||||
| PO BOX 1511 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | STRIVE SUSTAINABILITY IN ACTION PROGRAM | $60,000 | ||||
| THE PENNSLYVANIA STATE UNIVERSITY | ||||||||||
| 110 TECHNOLOGY CENTER BLDG | UNIVERSITY PAKR | PA | 16802 | COLLEGE | PROMOTING PHYSICAL ACTIVITY AMONG PRESCHOOL CHILDREN WITH AUTISM SPECTRUM DISORDER: EXPANDING THE CAPACITY OF TEACHERS AND CAREGIVERS TO ENGAGE CHILDREN IN ACTIVE PLAY | $50,000 | ||||
| TOWNSHIP OF UPPER POTTSGROVE | ||||||||||
| 1409 FARMINGTON AVENUE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | HOLLENBACH PARK MASTER PLAN PROJECT | $15,000 | ||||
| TRELLIS FOR TOMORROW | ||||||||||
| 707 EAGLEVIEW BLVD SUITE 105 | EXTON | PA | 19341 | PUBLIC CHARITY | ADVANCING POTTSTOWN AREA FOOD SECURITY | $60,000 | ||||
| TRICOUNTY ACTIVE ADULT CENTER | ||||||||||
| 288 MOSER ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PRIME TIME HEALTH FOR OLDER ADULTS, COVID RELIEF & RECOVERY FUND | $65,333 | ||||
| TRICOUNTY AREA CHAMBER OF COMMERCE | ||||||||||
| 152 E HIGH STREET SUITE 360 | POTTSTOWN | PA | 19464 | CHAMBER OF COMMERCE | LEADERSHIP PROGRAM, COVID RELIEF & RECOVERY FUND | $12,862 | ||||
| TRICOUNTY COMMUNITY NETWORK | ||||||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COVID RELIEF & RECOVERY FUND, LOVE YOUR BLOCK (LYB), COMMUNITY COLLABORATIVE, C2-COMMUNITY CAMP, MONTCO ANTI-HUNGER NETWORK REQUEST FOR GENERAL OPERATING FUNDS, RACIAL EQUITY LEARNING COMMUNITY | $333,000 | ||||
| UNITED WAY OF BOYERTOWN | ||||||||||
| PO BOX 213 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | PAH&WF MATCHING GRANT WITH THE UNITED WAY OF BOYERTOWN AREA | $15,000 | ||||
| VISITING NURSE ASSOCIATION | ||||||||||
| 1963 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PERSONAL NAVIGATOR PROGRAM OF VNA-COMMUNITY SERVICES, INC. - IMPROVED HEALTH OUTCOMES THROUGH BENEFIT ACCESS | $25,000 | ||||
| WORK OPENS RESOURCES KEY TO SUCCESS - GRANT REFUND | ||||||||||
| 2589 WILLOW BROOK LN | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | ROAD TO GROWTH | -$6,540 | ||||
| YWCA TRI-COUNTY AREA | ||||||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | 2021-22 CAPACITY BUILDING AND HEALTHY PATHWAYS PROJECT PROGRAM SUPPORT, VISTA YOUTH EMPOWERMENT STUDY YEAR 3, COVID RELIEF & RECOVERY FUND | $155,333 | ||||
| BOYERTOWN AREA SCHOOL DISTRICT | ||||||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | BRAIN BODY CONNECTION | $181,650 | ||||
| BROOKSIDE MONTESSORI | ||||||||||
| 1075 ROUTE 100 | BECHTELSVILLE | PA | 19505 | SCHOOL | BE WELL | $15,600 | ||||
| DANIEL BOONE AREA SCHOOL DISTRICT | ||||||||||
| 321 N FURNACE ST SUITE 200 | BIRDSBORO | PA | 19508 | GOVERNMENT ENTITY | DANIEL BOONE AREA SCHOOL DISTRICT WELLNESS PROGRAMS | $153,786 | ||||
| OWEN J ROBERTS SCHOOL DISTRICT | ||||||||||
| 901 RIDGE ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | FIT FOR LIFE STRATEGIC WELLNESS PROGRAM | $141,994 | ||||
| POTTSGROVE SCHOOL DISTRICT | ||||||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | 2020-2022 HEALTH AND WELLNESS | $129,350 | ||||
| POTTSTOWN SCHOOL DISTRICT | ||||||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | HEALTHY SCHOOL COMMUNITIES, PEAK WHOLE CHILD WELLNESS, PTICC COORDINATOR AND ORGANIZATIONAL LEARNING. | $309,500 | ||||
| SPRING-FORD AREA SCHOOL DISTRICT | ||||||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | WELLNESS MATTERS! | $57,023 | ||||
| WEST-MONT CHRISTIAN ACADEMY | ||||||||||
| 873 SOUTH HANOVER STREET | POTTSTOWN | PA | 19465 | SCHOOL | SOCIAL AND EMOTIONAL WELLNESS | $15,000 | ||||
| BARTH ELEMENTARY SCHOOL | ||||||||||
| 467 W WALNUT STREET | POTTSTOWN | PA | 19464 | SCHOOL | COVID RELIEF & RECOVERY FUND | $750 | ||||
| CAMP RAINBOW | ||||||||||
| 989 CLEMMERS MILL ROAD | SCHWENKSVILLE | PA | 19473 | PUBLIC CHARITY | LIFE SKILLS DEVELOPMENT | $10,000 | ||||
| CHESTER COUNTY FOOD BANK | ||||||||||
| 650 PENNSYLVANIA DRIVE | EXTON | PA | 19341 | PUBLIC CHARITY | GREATER POTTSTOWN AREA FOOD SECURITY INITIATIVES | $20,000 | ||||
| FRANKLIN ELEMENTARY SCHOOL | ||||||||||
| 970 N FRANKLIN ST | POTTSTOWN | PA | 19464 | SCHOOL | COVID RELIEF & RECOVERY FUND | $750 | ||||
| HEDWIG HOUSE | ||||||||||
| 109 JENKINS AVENUE | LANSDALE | PA | 19446 | PUBLIC CHARITY | FOOD FIRST AND PREP THROUGH TECH | $2,500 | ||||
| HOLY CROSS REGIONAL CATHOLIC SCHOOL | ||||||||||
| 701 LOCUST ST | COLLEGEVILLE | PA | 19426 | SCHOOL | REQUEST FOR BUDDY BENCHES FOR HOLY CROSS REGIONAL CATHOLIC SCHOOL | $3,155 | ||||
| KINDERCARE LEARNING CENTER | ||||||||||
| 100 CAMPUS DR | COLLEGEVILLE | PA | 19426 | CORPORATION | COVID RELIEF & RECOVERY FUND | $750 | ||||
| LINCOLN ELEMENTARY SCHOOL | ||||||||||
| 461 N YORK ST | POTTSTOWN | PA | 19464 | SCHOOL | COVID RELIEF & RECOVERY FUND | $750 | ||||
| NORTH END EARLY LEARNING CENTER | ||||||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | SCHOOL | COVID RELIEF & RECOVERY FUND | $750 | ||||
| POTTSTOWN AREA REGIONAL RECREATION COMMITTEE | ||||||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | CIRCUIT RIDER PROGRAM; ONBOARDING AND TRAINING OF THE NEW REGIONAL PARKS PLANNER | $3,000 | ||||
| POTTSTOWN CHILDREN'S DISCOVERY CENTER | ||||||||||
| 95 S HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN CHILDREN'S DISCOVERY CENTER COMES TO LIFE | $42,500 | ||||
| POTTSTOWN YMCA LEARNING CENTER | ||||||||||
| 1000 HERITAGE DR | SANATOGA | PA | 19464 | PUBLIC CHARITY | COVID RELIEF & RECOVERY FUND | $750 | ||||
| RUPERT ELEMENTARY SCHOOL | ||||||||||
| 1230 SOUTH STREET | POTTSTOWN | PA | 19464 | COVID RELIEF & RECOVERY FUND | $750 | |||||
| STEEL RIVER PLAYHOUSE INC | ||||||||||
| 245 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | HEALING ON HIGH STREET | $40,000 | ||||
| WARWICK CHILD CARE CENTER | ||||||||||
| 145 W URNER ST | POTTSTOWN | PA | 19465 | COVID RELIEF & RECOVERY FUND | $750 | |||||
| WEST POTTSROVE TOWNSHIP | ||||||||||
| 980 GROSSTOWN RD | STOWE | PA | 19464 | GOVERNMENT ENTITY | MURGIA PARK BRIDGE AND TRAIL ENGINEERING PROJECT | $25,000 | ||||
| WONDERSPRING LEARNING CENTER | ||||||||||
| 150 N HANOVER ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COVID RELIEF & RECOVERY FUND | $750 | ||||
| CURTIN UNIVERSITY | ||||||||||
| COLLEGE | TRANSPORTATION STUDY | $20,000 | KENT STREET | BENTLEY | AS | 6102 | ||||
| SCORE MENTORS TRICOUNTY | ||||||||||
| 244 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | SUPPORT OF WEBINARS | $1,000 | ||||
| GERALD RICHARDS PARK | ||||||||||
| 2150 BUCHERT ROAD | SANATOGA | PA | 19464 | GOVERNMENT ENTITY | OPERATING EXPENSES | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,316,418 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| YWCA TRI-COUNTY AREA | ||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | 2021-22 CAPACITY BUILDING AND HEALTHY PATHWAYS PROJECT PROGRAM SUPPORT | $108,000 |
| FOUNDATION FOR BOYERTOWN EDUCATION | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | FOUNDATION FOR BOYERTOWN EDUCATION BUILDING SUSTAINABILITY | $30,500 |
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $40,000 |
| JULIAN DORSEY FOUNDATION | ||||||
| 1014 CHERRINGTON DRIVE | HARRISBURG | PA | 17110 | PUBLIC CHARITY | INFRASTRUCTURE GROWTH OF MARKETING, LEADERSHIP AND DEVELOPMENT AT THE JTDF | $15,000 |
| POTTSTOWN CHILDREN'S DISCOVERY CENTER | ||||||
| 95 S HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN CHILDREN'S DISCOVERY CENTER COMES TO LIFE. | $42,500 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMUNITY COLLABORATIVE | $150,000 |
| UNITED WAY OF BOYERTOWN | ||||||
| PO BOX 213 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | PAH&WF MATCHING GRANT WITH THE UNITED WAY OF BOYERTOWN AREA | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $401,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,907,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,417,777 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PA FOR FAIR FUNDING | $2,384 |
| PMMC OTHER INCOME | $1,224 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,324,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,608 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,328,409 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | THESE FEES HELP TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE. |
| 11B | THIS INCOME HELPS TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CARL LANDIS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1196 CHESTERSHIRE PLACE | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,784 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 SHARES SLEEP NUMBER STOCK | NoncashPropertyDesc |
| Fair Market Value | $24,784 | FairMarketValueAmt |
| Received | 2021-02-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT | CategoryTxt |
| Amt | $22,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $87,397,788 | EOYBookValueAmt |
| EOYFMV | $87,397,788 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $711,467 | BookValueAmt |
| EOYFMV | $711,467 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,232 | LegalFeesAmt |
| Net Investment Income | $16,232 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,430 | $286 | $1,114 |
| COMMUNICATION AND EDUCATIONAL PROGRAMS | $86,511 | $17,302 | $43,199 |
| OFFICE EXPENSE | $10,431 | $2,086 | $24,505 |
| DUES AND MEMBERSHIPS | $15,762 | $3,152 | $22,866 |
| INSURANCE | $20,313 | $4,063 | $25,289 |
| POSTAGE | $2,333 | $467 | $366 |
| WEBSITE LINK AND MAINTENANCE FEES | $2,804 | $561 | $0 |
| EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE | $64,342 | $12,868 | $47,134 |
| MISCELLANEOUS | $8,623 | $1,725 | $9,559 |
| PROGRAM EXPENSES | $36,697 | $0 | $670 |
| NONPROFIT EVENTS SUPPORT | $22,630 | $0 | $0 |
| ACCOUNTING CARRYOVER | $10,600 | $0 | $0 |
| PENSION PLAN - PMMC | $51,877 | $0 | $0 |
| SEMINAR EXPENSE | $12,461 | $0 | $46,517 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PA FOR FAIR FUNDING | $2,384 | $2,384 |
| PMMC OTHER INCOME | $1,224 | $1,224 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $11,751,482 |
| PENSION BENEFIT - NONOPERATING INCOME | $11,107,398 |
| OTHER NONOPERATING INCOME | $13,286 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION EXPENSE | Desc |
| BOY Book Value | $29,735,747 | BOYBookValueAmt |
| EOY Book Value | $17,005,461 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $311,449 | $62,290 | $298,317 |
| INVESTMENT MANAGEMENT AND ADVISORY FEES | $86,447 | $86,447 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $26,149 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |