STRATEGY STUDIO / PUBLIC DATA EXPLORER

CONNELLY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CONNELLY FOUNDATION (EIN 23-6296825)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202233189349105168
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T15:14:10-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11570 FRUITVILLE PIKE SUITE 400AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236296825EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONNELLY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONNBusinessNameControlTxt
Phone6108343222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 FRONT ST 1450AddressLine1Txt
CityWEST CONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19428ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVALERIE MARTIN CFOPersonNm
Person TitleCFOPersonTitleTxt
Phone6108343222PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVALERIEPersonFirstNm
Person LastMARTIN CFOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKERRI N BOGDA CPAPreparerPersonNm
PTINP00760402PTIN
Phone7177404863PhoneNum
Preparation2022-11-02PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$387,913,026FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,700ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,980InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,980InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,525,692DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,525,692DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,155,860NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,140,403GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,063,607CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,185,199OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,282,199OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$27,891,431TotalRevAndExpnssAmt
Total Net Invst Incm$27,893,478TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,458,355CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$72,006CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,351,589CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$709,294OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$82,258OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$613,113OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$595,624PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$46,152PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$553,302PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,715LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$633LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$13,751LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$62,826AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,868AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$56,574AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$97,459OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$97,459OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$830,815TaxesRevAndExpnssAmt
Taxes Net Invst Incm$52,871TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$118,837DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$289,245OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$22,412OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$243,818OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$16,345TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$498TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$15,079TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,628PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$92PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,501PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,329,379OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,819,978OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$419,541OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,521,522TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,199,227TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,268,268TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,936,019ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,498,223ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,457,541TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,199,227TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,766,491TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,433,890ExcessRevenueOverExpensesAmt
Net Investment Income$25,694,251NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,021,725CashBOYAmt
Cash EOY$1,398,123CashEOYAmt
Cash EOYFMV$1,398,123CashEOYFMVAmt
Prepaid Expenses BOY$15,368PrepaidExpensesBOYAmt
Prepaid Expenses EOY$16,242PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$16,242PrepaidExpensesEOYFMVAmt
Other Investments BOY$335,821,937OtherInvestmentsBOYAmt
Other Investments EOY$382,638,724OtherInvestmentsEOYAmt
Other Investments EOYFMV$382,638,724OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,136,368LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$212,768LandBldgEquipAccumDeprecAmt
Land BOY$924,962LandBOYAmt
Land EOY$923,600LandEOYAmt
Land EOYFMV$923,600LandEOYFMVAmt
Other Assets BOY$3,484,365OtherAssetsBOYAmt
Other Assets EOY$2,936,337OtherAssetsEOYAmt
Other Assets EOYFMV$2,936,337OtherAssetsEOYFMVAmt
Total Assets BOY$342,268,357TotalAssetsBOYAmt
Total Assets EOY$387,913,026TotalAssetsEOYAmt
Total Assets EOYFMV$387,913,026TotalAssetsEOYFMVAmt
Accounts Payable BOY$301,249AccountsPayableBOYAmt
Accounts Payable EOY$352,648AccountsPayableEOYAmt
Grants Payable BOY$9,077,999GrantsPayableBOYAmt
Grants Payable EOY$9,515,795GrantsPayableEOYAmt
Other Liabilities BOY$3,658,970OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,828,055OtherLiabilitiesEOYAmt
Total Liabilities BOY$13,038,218TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,696,498TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$329,054,201NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$374,117,465NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$175,938DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$99,063DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$329,230,139TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$374,216,528TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$342,268,357TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$387,913,026TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$329,230,139TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,433,890ExcessRevenueOverExpensesAmt
Other Increases$36,552,499OtherIncreasesAmt
Subtotal$374,216,528SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$374,216,528TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
SHORT-TERM GAINS FROM PTNERSHIPP$1,210,191$1,210,191$1,210,191
LONG-TERM GAINS FROM PTNERSHIPP$14,479,335$14,468,759$14,468,759$10,576
1231 GAIN FROM PASSTHROUGHSP$1,568,541$486,864$486,864$1,081,677
VANGUARD TOTAL STOCK INDEXP$4,500,000$3,515,457$3,515,457$984,543
CAPITAL GAINS DIVIDENDSP$1,382,336$1,382,336$1,382,336
FieldValueIRS element (for citing)
Capital Gain Net Income$21,063,607CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$357,150InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$357,150SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$357,150TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$415,100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$150,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$565,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$207,950OverpaymentAmt
Applied To ES Tax$207,950AppliedToESTaxAmt
Refund$0RefundAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.CONNELLYFDN.ORG, WWW.GUIDESTAR.ORGWebsiteAddressTxt
Individual With BooksVALERIE MARTIN CFOIndividualWithBooksNm
Phone6108343222PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 FRONT ST STE 1450AddressLine1Txt
CityWEST CONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19428ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPHINE C MANDEVILLE
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428CHAIR & TRUSTEE16.00$155,769$18,000$0
EMILY C RILEY
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428EVP & TRUSTEE16.00$124,615$14,400$0
THOMAS A RILEY
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428PRESIDENT & TRUSTEE40.00$368,253$90,331$0
CRAIG CARNAROLI
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE (FINANCE/COMP COMM)2.50$0$0$0
CHRISTINE C CONNELLY
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE (GOVERNANCE COMM)2.00$26,500$0$0
THOMAS S CONNELLY
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE (GOVERNANCE/NOMIN. COMM)2.50$26,500$0$0
BRENDAN DELANY
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE (NOMINATING COMM.)2.00$16,500$0$0
JAMES P GALLAGHER
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE (NOMIN./COMP COMM)2.50$0$0$0
SCOTT M JENKINS
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE (FINANCE/AUDIT)2.50$0$0$0
BARBARA RILEY
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE (NOMINATING COMM)2.00$16,500$0$0
MARY G DUDEN
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE (FINANCE/AUDIT)2.50$20,250$0$0
CELINE DELANY
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE2.00$16,500$0$0
FRANCES T BURNS
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428COO & SECRETARY40.00$214,211$59,530$0
TIMOTHY J DURKIN
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428VICE PRESIDENT GRANTMAKING40.00$189,651$43,288$0
VALERIE K MARTIN
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428CFO & TREASURER40.00$229,105$70,326$0
JULIE CONNELLY
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE2.00$16,500$0$0
BINNEY WIETLISBACH
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE (AUDIT/COMPENSATION COMM)2.50$0$0$0
EMMA WILLIS
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428TRUSTEE2.00$16,500$0$0
AMELIA RILEY
ONE TOWER BRIDGE 1450W CONSHOHOCKENPA19428TRUSTEE2.00$16,500$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JOSEPH D FRANGIOSA
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428CONTROLLER40.00$133,357$28,128$0
JENNIFER L CARROLL
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428PROGRAM OFFICER40.00$114,687$45,740$0
KIMBERLY T PETERS
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428OPERATIONS AND EXEC.40.00$66,770$35,443$0
KIMBERLY W SIMMONS
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428PROGRAM OFFICER26.00$71,641$19,102$0
NICOLE F DILUZIO
100 FRONT STREET SUITE 1450W CONSHOHOCKENPA19428GRANTS ADMINISTRATOR40.00$57,962$14,353$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k6OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
DESIGN GROUP INTERNATIONAL
PO BOX 776756CHICAGOIL60677SCHOLARSHIP PROGRAMS CONSULTING$76,000
CALLAN ASSOCIATES INC
600 MONTGOMERY ST STE 800SAN FRANCISCOCA94111INVESTMENT CONSULTING$71,643
SYSTEMSNET
112 AIRPORT ROAD 370COATESVILLEPA19320IT CONSULTING$66,338
BAKER TILLY US LLP
1650 MARKET ST SUITE 4500PHILADELPHIAPA19103AUDIT AND TAX PREPARATION$54,882
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$362,376,069AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,849,482AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,190,895FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$368,416,446TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$368,416,446AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,057,052CashDeemedCharitableAmt
Net Vl Noncharitable Assets$353,359,394NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,667,970MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,667,970MinimumInvestmentReturnAmt
Tax Based On Investment Income$357,150TaxBasedOnInvestmentIncomeAmt
Income Tax$206,654IncomeTaxAmt
Total Tax$563,804TotalTaxAmt
Distributable Before Adj$17,104,166DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$17,104,166DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$17,104,166DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,766,491ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$15,766,491QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,104,166DistributableAsAdjustedAmt
Undistributed Income PY$11,550,351UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$15,766,491QualifyingDistributionsAmt
Applied To Year1$11,550,351AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,216,140AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$12,888,026UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTIMOTHY DURKIN CONNELLY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 FRONT STREET SUITE 1450AddressLine1Txt
CityWEST CONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19428ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6108343222RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS MAY USE THE PHILANTHROPY NETWORK APPLICATION FORM. GUIDELINES MAY BE DOWNLOADED AT WWW.CONNELLYFDN.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE PRIMARILY DIRECTED TO ORGANIZATIONS IN THE CITY OF PHILADELPHIA AND THE GREATER DELAWARE VALLEY REGION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (349 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A BETTER CHANCE STRATH HAVEN INC
PO BOX 495SWARTHMOREPA19081NONEPCGENERAL SUPPORT - SDG$1,000
A COMMUNITY CENTER ESTABLISHED BY THE SURGENT FAMILY FOR SOCIETY
701 BOOTH STREETCHESTERPA19013NONEPCGENERAL SUPPORT - SDG$300
ACADEMY OF NOTRE DAME DE NAMUR
560 SPROUL ROADVILLANOVAPA19085NONEPCGENERAL SUPPORT - ODG$5,000
ACADEMY OF NOTRE DAME DE NAMUR
560 SPROUL ROADVILLANOVAPA19085NONEPCGENERAL SUPPORT - TDG$11,000
ACT II PLAYHOUSE LTD
BOX 555 56 EAST BUTLER AVEAMBLERPA19002NONEPCGENERAL SUPPORT - FDG$10,000
ACTING WITHOUT BOUNDARIES
750 E HAVERFORD ROADBRYN MAWRPA19010NONEPCGENERAL OPERATING SUPPORT$40,000
AMERICAN BIBLE SOCIETY
101 NORTH INDEPENDENCE MALL EASTPHILADELPHIAPA19106NONEPCFAITH AND LIBERTY TRAIL APP$50,000FLOOR 8
AMERICAN CATHOLIC HISTORICAL SOCIETY OF PHILADELPHIA
263 SOUTH FOURTH STPHILADELPHIAPA19106NONEPCGENERAL SUPPORT - FDG$3,900
ARCH STREET PRESBYTERIAN CHURCH
1724 ARCH STREETPHILADELPHIAPA19103NONEPCGENERAL SUPPORT - TCMG$2,000
ARCH STREET PRESCHOOL
1724 ARCH STREEETPHILADELPHIAPA19103NONEPCGENERAL SUPPORT - TCMG$5,000
ARCHBISHOP JOHN CARROLL HIGH SCHOOL
211 MATSON FORD RDRADNORPA19087NONEPCGENERAL SUPPORT - SDG$500
ARCHDIOCESE OF PHILADELPHIA - JOSEPHINE C CONNELLY ACHIEVEMENT AWARDS
222 NORTH SEVENTEENTH STREETPHILADELPHIAPA19103NONEPCJCC ACHIEVEMENT AWARDS - 2020-21$321,367
ARCHDIOCESE OF PHILADELPHIA - JOSEPHINE C CONNELLY ACHIEVEMENT AWARDS
222 NORTH SEVENTEENTH STREETPHILADELPHIAPA19103NONEPCJCC ACHIEVEMENT AWARDS - 2021-22$641,226
ARCHDIOCESE OF PHILADELPHIA - NEUMANN SCHOLARS PROGRAM
222 NORTH SEVENTEENTH STREETPHILADELPHIAPA19103NONEPCNEUMANN SCHOLARSHIPS - 2021-22$534,650
ARCHDIOCESE OF PHILADELPHIA - NEUMANN SCHOLARS PROGRAM
222 NORTH SEVENTEENTH STREETPHILADELPHIAPA19103NONEPCNEUMANN SCHOLARSHIPS - 2020-21$284,911
ARDEN THEATRE COMPANY
40 N 2ND STREETPHILADELPHIAPA19106NONEPCGENERAL SUPPORT - TDG$1,000
ARTS IN SCHOOLS COLLABORATIVE
4226 SPRUCE STREETPHILADELPHIAPA19104NONEPCDANCING CLASSROOMS PHILLY RESIDENCY PROGRAMS$25,000
ASSOCIATED SERVICES FOR THE BLIND & VISUALLY IMPAIRED
PO BOX 1758BENSALEMPA19020NONEPCGENERAL OPERATING SUPPORT$20,000
ASSOCIATION FOR ADULTS WITH DEVELOPMENTAL DISABILITIES INC
261 OLD YORK ROAD SUITE 530JENKINTOWNPA19046NONEPCSOCIAL SERVICES FOR GREATER INDEPENDENCE$30,000
AUGUSTINIAN DEFENDERS OF THE RIGHTS OF THE POOR
2130 S 21ST ST SECOND FLOORPHILADELPHIAPA19145NONEPCGENERAL OPERATING SUPPORT$45,000
BAKER INDUSTRIES INC
184 PENNSYLVANIA AVEMALVERNPA19355NONEPCGENERAL OPERATING SUPPORT$30,000
BALDWIN SCHOOL
701 MONTGOMERY AVENUEBRYN MAWRPA19010NONEPCGENERAL SUPPORT - TCMG$10,000
BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PKWYPHILADELPHIAPA19130NONEPCGENERAL SUPPORT - TCMG$1,200
BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PKWYPHILADELPHIAPA19130NONEPCGENERAL SUPPORT - FDG$8,200
BEE FOUNDATION
303 WEST LANCASTER AVENUE 334WAYNEPA19087NONEPCGENERAL SUPPORT - TDG$5,000
BEST BUDDIES INTERNATIONAL INC
640 FREEDOM BUSINESS CENTER SUITEKING OF PRUSSIAPA19406NONEPCARCHDIOCESE SCHOOL FRIENDSHIP & SOCIAL INCLUSION PROGRAM$20,000115
BETHESDA PROJECT
1630 SOUTH STPHILADELPHIAPA19146NONEPCGENERAL SUPPORT - TDG$1,000
BETHESDA PROJECT
1630 SOUTH STPHILADELPHIAPA19146NONEPCBETHESDA PROJECT NORTH BROAD ELEVATOR REPLACEMENT$84,000
BLESSED VIRGIN MARY SCHOOL
47 MACDADE BLVDDARBYPA19023NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
BOSTON COLLEGE TRUSTEES
140 COMMONWEALTH AVENUE ST MARYSCHESTNUT HILLMA02467NONEPCSUMMER SCHOLARS - 2021$2,700HALL SOUTH
BRANDYWINE HEALTH FOUNDATION
50 SOUTH FIRST AVENUECOATESVILLEPA19320NONEPCGENERAL SUPPORT - ODG$1,000
BRANDYWINE HEALTH FOUNDATION
50 SOUTH FIRST AVENUECOATESVILLEPA19320NONEPCGENERAL SUPPORT - FDG$5,000
BRIDGES FROM SCHOOL TO WORK INC
10400 FERNWOOD ROADBETHESDAMD20817NONEPCPHILADELPHIA PROGRAM$10,000
BROAD STREET MINISTRY
315 S BROAD STREETPHILADELPHIAPA19107NONEPCSTEP UP TO THE PLATE$50,000
BROAD STREET MINISTRY
315 S BROAD STREETPHILADELPHIAPA19107NONEPCGENERAL SUPPORT - TCMG$5,000
BROWN UNIVERSITY OF PROVIDENCE
164 ANGELL STREET BOX 1911PROVIDENCERI02912NONEPCGENERAL SUPPORT - TCMG$10,000
BRYN MAWR HOSPITAL FOUNDATION
240 NORTH RADNOR CHESTER ROADRADNORPA19087NONEPCGENERAL SUPPORT - TCMG$2,000
BRYN MAWR PRESBYTERIAN CHURCH
625 MONTGOMERY AVENUEBRYN MAWRPA19010NONEPCGENERAL SUPPORT - TCMG$40,000
BRYN MAWR THEATRE FILM INSTITUTE
824 W LANCASTER AVENUE PO BOX 1058BRYN MAWRPA19010NONEPCGENERAL SUPPORT - TCMG$1,500
CABRINI UNIVERSITY
610 KING OF PRUSSIA ROADRADNORPA19087NONEPCGENERAL SUPPORT - FDG$1,000
CALVARY CENTER FOR CULTURE & COMMUNITY
801 S 48TH STPHILADELPHIAPA19143NONEPCCALVARY CENTER FOR CULTURE & COMMUNITY HVAC INSTALLATION$21,375
CAMP DREAMCATCHER
148 WEST STATE STREET SUITE 104KENNETT SQUAREPA19348NONEPCGENERAL OPERATING SUPPORT$15,000
CAREER WARDROBE
444 NORTH 3RD STREET SUITE 105PHILADELPHIAPA19123NONEPCGENERAL OPERATING SUPPORT$20,000
CATHEDRAL BASILICA OF SS PETER AND PAUL
1723 RACE STREETPHILADELPHIAPA19103NONEPCGENERAL SUPPORT - FDG$10,000
CATHOLIC SOCIAL SERVICES OF THE ARCHDIOCESE OF PHILADELPHIA
222 N 17TH STREETPHILADELPHIAPA19103NONEPCST. JOHNS HOSPICE RENOVATION PROJECT$250,000
CATHOLIC SOCIAL SERVICES OF THE ARCHDIOCESE OF PHILADELPHIA
222 N 17TH STREETPHILADELPHIAPA19103NONEPCSUMMER SUPPORT FOR FAMILIES AT MARTHA'S CHOICE MARKETPLACE$5,000
CATHOLIC SOCIAL SERVICES OF THE ARCHDIOCESE OF PHILADELPHIA
222 N 17TH STREETPHILADELPHIAPA19103NONEPCCOMMUNITY SUPPORT AT CASA DEL CARMEN PRE-SCHOOL$5,000
CATHOLIC SOCIAL SERVICES OF THE ARCHDIOCESE OF PHILADELPHIA
222 N 17TH STREETPHILADELPHIAPA19103NONEPCCOMMUNITY SUPPORT AT NORTHEAST FAMILY SERVICE CENTER$5,000
CENTER FOR EMPLOYMENT OPPORTUNITIES INC
245 NORTH BROAD STREET SUITE 300PHILADELPHIAPA19107NONEPCGENERAL OPERATING SUPPORT$40,000
CENTRO DE CULTURA ARTE TRABAJO Y EDUCACION
PO BOX 1185BLUE BELLPA19422NONEPCGENERAL OPERATING SUPPORT$25,000
CH PENNSYLVANIA UNDER - 21
31 E ARMAT STPHILADELPHIAPA19144NONEPCGENERAL OPERATING SUPPORT$30,000
CHESNUT HILL COLLEGE OF THE SISTERS OF ST JOSEPH
9601 GERMANTOWN AVENUEPHILADELPHIAPA19118NONEPCGENERAL SUPPORT - TCMG$5,000
CHESTER COUNTY WOMENS SERVICES INC
1028 EAST LINCOLN HIGHWAYCOATESVILLEPA19320NONEPCFAMILY MOVEMENT PROGRAM$20,000
CHILDREN SCHOLARSHIP FUND PHILADELPHIA
100 S BROAD ST SUITE 1200PHILADELPHIAPA19110NONEPCAOP HIGH SCHOOL TRANSFER GRANTS$713,000
CHILDREN SCHOLARSHIP FUND PHILADELPHIA
100 S BROAD ST SUITE 1200PHILADELPHIAPA19110NONEPCGENERAL SUPPORT - FDG$9,500
CHILDREN SCHOLARSHIP FUND PHILADELPHIA
100 S BROAD ST SUITE 1200PHILADELPHIAPA19110NONEPCPROGRAM AMBASSADOR INITIATIVE$125,000
CHRIST CHURCH PRESERVATION TRUST
20 N AMERICAN STREETPHILADELPHIAPA19106NONESO IPHILADELPHIA HISTORIC CONGREGATIONS RECORDS DIGITIZATION$15,000
CHRIST CHURCH-ITHAN
536 CONESTOGA ROADVILLANOVAPA19085NONEPCGENERAL SUPPORT - TCMG$5,000
CHRISTIAN BROTHERS CONFERENCE
415 MICHIGAN AVENUE NEWASHINGTONDC20017NONEPCLASALLIAN VOLUNTEERS$17,000
CHURCH FARM SCHOOL
1001 E LINCOLN HIGHWAYEXTONPA19341NONEPCGENERAL SUPPORT - TCMG$1,500
CITY PARKS FOUNDATION INC
830 FIFTH AVE - ROOM 27NEW YORKNY10065NONEPCGENERAL SUPPORT - FDG$125,000
CITYTEAM MINISTRIES
634 SPROUL STREETCHESTERPA19013NONEPCGENERAL SUPPORT - SDG$1,000
CLARKE SCHOOLS FOR HEARING AND SPEECH - PENNSYLVANIA
2 PENN BLVD STE 220PHILADELPHIAPA19144NONEPCGENERAL SUPPORT - ODG$2,000
COLLEGIUM INSTITUTE FOR CATHOLIC THOUGHT & CULTURE
3814 WALNUT STREETPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - FDG$14,500
COLONIAL NEIGHBORHOOD COUNCIL
107 EAST FOURTH AVECONSHOHOCKENPA19428NONEPCGENERAL SUPPORT - SDG$2,500
COLONIAL SCHOOL DISTRICT EDUCATION FOUNDATION
230 FLOURTOWN ROADPLYMOUTH MEETINGPA19462NONEPCGENERAL SUPPORT - SDG$1,500
COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES
225 STATE STREET SUITE 302HARRISBURGPA17101NONEPCSCHOOL CHOICE SAVES!$65,000
COMMUNITY CHARITY SOCIETY - A ST MATTHEW PARISH MINISTRY INC
219 FAYETTE STREETCONSHOHOCKENPA19428NONEPCCOMMUNITY SUPPORT$5,000
COMMUNITY VOLUNTEERS IN MEDICINE INC
300 B LAWRENCE DRIVEWEST CHESTERPA19380NONEPCGENERAL SUPPORT - TCMG$1,500
COSACOSA ART AT LARGE INC
4427 MAIN STREETPHILADELPHIAPA19127NONEPCCOMMUNITIES OF CARE ART WORKSHOP SERIES$10,000
COVENANT HOUSE WASHINGTON DC
2001 MISSISSIPPI AVENUE SEWASHINGTONDC20020NONEPCGENERAL SUPPORT - TDG$1,000
CRADLE OF HOPE INC
1657 THE FAIRWAY 140JENKINTOWNPA19046NONEPCCAPITAL SUPPORT$15,000
CRADLES TO CRAYONS INC
4700 WISSAHICKON AVENUE SUITE 142PHILADELPHIAPA19144NONEPCTHE GIVING SPOT PROGRAM$40,000
CRANALEITH SPIRITUAL CENTER
13475 PROCTOR ROADPHILADELPHIAPA19116NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
CRISTO REY PHILADELPHIA HIGH SCHOOL
1717 W ALLEGHENY AVEPHILADELPHIAPA19132NONEPCGENERAL SUPPORT - TCMG$1,500
CRISTO REY PHILADELPHIA HIGH SCHOOL
1717 W ALLEGHENY AVEPHILADELPHIAPA19132NONEPCGRAD@GRAD PROGRAM$300,000
CURIO THEATRE COMPANY
4740 BALTIMORE AVENUEPHILADELPHIAPA19143NONEPCGENERAL SUPPORT - TCMG$2,500
DARLINGTON FINE ARTS CENTER INC
977 SHAVERTOWN ROADGARNET VALLEYPA19060NONEPCARTS EDUCATION OUTREACH PROGRAMS$24,000
DAWN'S PLACE
PO BOX 48253PHILADELPHIAPA19144NONEPCCOMMUNITY SUPPORT$5,000
DELAWARE VALLEY COMMUNITY HEALTH INC
1412 FAIRMOUNT AVENUEPHILADELPHIAPA19130NONEPCGENERAL SUPPORT - TDG$1,000
DEVON PREPARATORY SCHOOL
363 NORTH VALLEY FORGE ROADDEVONPA19333NONEPCGENERAL SUPPORT - ODG$1,500
DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY INC
14 WEST SECOND STREETMEDIAPA19063NONEPCGENERAL SUPPORT - SDG$500
DREXEL NEUMANN ACADEMY
1901 POTTER STREETCHESTERPA19013NONEPCCAP 2021-22$4,418
DREXEL NEUMANN ACADEMY
1901 POTTER STREETCHESTERPA19013NONEPCGENERAL SUPPORT - TDG$2,000
DREXEL NEUMANN ACADEMY
1901 POTTER STREETCHESTERPA19013NONEPCCOUNSELING, READING, AND MATH SUPPORT SERVICES$90,000
DREXEL NEUMANN ACADEMY
1901 POTTER STREETCHESTERPA19013NONEPCGENERAL SUPPORT - FDG$5,000
DREXEL UNIVERSITY
PO BOX 8235PHILADELPHIAPA19101NONEPCSEAT AT THE TABLE EXHIBITION$25,000
DREXEL UNIVERSITY - DORNSIFE SCHOOL OF PUBLIC HEALTH
3201 ARCH STREET SUITE 420PHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TDG$5,000
EBENEZER MAXWELL MANSION INC
200 WEST TULPEHOCKEN STREETPHILADELPHIAPA19144NONEPCGENERAL OPERATING SUPPORT$22,500
ELEMENTARY SCHOOL ADMINISTRATORS ASSOCIATION
222 N 17TH STPHILADELPHIAPA19103NONEPCGENERAL OPERATING - FDG$4,650
EPISCOPAL ACADEMY
1785 BISHOP WHITE DRIVENEWTOWN SQUAREPA19073NONEPCGENERAL SUPPORT - ODG$1,000
FACE TO FACE
109 EAST PRICE STPHILADELPHIAPA19144NONEPCGENERAL OPERATING SUPPORT$30,000
FAITH IN THE FUTURE FOUNDATION
222 N 17TH STREET 7TH FLOORPHILADELPHIAPA19103NONEPCSUMMER ACADEMIC READINESS PROGRAM$100,000
FAITH IN THE FUTURE FOUNDATION
222 N 17TH STREET 7TH FLOORPHILADELPHIAPA19103NONEPCUNIFORM SUPPORT FOR BISHOP MCDEVITT, JOHN W. HALLAHAN, AND OUR LADY OF CONFIDENCE STUDENTS.$51,125
FAITH IN THE FUTURE FOUNDATION
222 N 17TH STREET 7TH FLOORPHILADELPHIAPA19103NONEPCGENERAL SUPPORT - FDG$100,000
FAMILY PROMISE OF DELAWARE COUNTY - DELAWARE COUNTY INTERFAITH HOSPITALITY
200 BROOKLINE BLVDHAVERTOWNPA19083NONEPCGENERAL OPERATING SUPPORT$20,000
FAMILY PROMISE OF SOUTHERN CHESTER COUNTY
1156 W BALTIMORE PIKE P O BOX 394KENNETT SQUAREPA19348NONEPCGENERAL OPERATING SUPPORT$20,000
FEAST OF JUSTICE MINISTRIES
3101 TYSON AVEPHILADELPHIAPA19149NONEPCNORTHEAST PROMISE HUB RENOVATION AND GENERAL OPERATING SUPPORT$40,000
FEDERATION OF NEIGHBORHOOD CENTERS INC
1901 S 9TH STREET BOK ROOM 212PHILADELPHIAPA19148NONEPCSHARING EXCESS$10,000
FERNBROOK ENVIRONMENTAL EDUCATION CENTER INC
PO BOX 228 142 BORDENTOWN RDBORDENTOWNNJ08515NONEPCGENERAL SUPPORT - TDG$2,000
FIRST STEP STAFFING
1952 E ALLEGHENY AVENUE SUITE 500PHILADELPHIAPA19134NONEPCFIRST STEP TRANSPORTATION PROGRAM$50,000
FITLER SQUARE IMPROVEMENT ASSN INC
PO BOX 7709PHILADELPHIAPA19101NONEPCGENERAL SUPPORT - TDG$2,500
FOUNDATIONS AND DONORS INTEREST IN CATHOLIC ACTIVITIES
1875 K STREET NW SUITE 400WASHINGTONDC20006NONEPCGENERAL SUPPORT - FDG$9,250
FREEDOMS FOUNDATION AT VALLEY FORGE
1601 VALLEY FORGE RDVALLEY FORGEPA19481NONEPCCIVIC EDUCATION AND LEADERSHIP PROGRAMS$346,576
FRIENDS OF COMPASS INC
1720 N STREETWASHINGTONDC20036NONEPCGENERAL OPERATING SUPPORT$40,000
GEORGETOWN PREPARATORY SCHOOL
10900 ROCKVILLE PIKEBETHESDAMD20895NONEPCGENERAL SUPPORT - TDG$5,000
GEORGETOWN UNIVERSITY
37TH O STREETS NWWASHINGTONDC20057NONEPCGENERAL SUPPORT - ODG$5,000
GEORGETOWN UNIVERSITY
37TH O STREETS NWWASHINGTONDC20057NONEPCGENERAL SUPPORT - TCMG$10,000
GLOBAL PHILADELPHIA ASSOCIATION INC
TWO LOGAN SQUARE 100-120 N 18TH STPHILADELPHIAPA19103NONEPCGENERAL SUPPORT - FDG$19,700SUITE 530
GOOD NEIGHBORS INC
224 EAST STREET ROAD SUITE 2KENNETT SQUAREPA19348NONEPCHOME REPAIRS FOR LOW-INCOME HOMEOWNERS$30,000
GOOD WORKS INC
PO BOX 1441COATESVILLEPA19320NONEPCNEIGHBORS HELPING NEIGHBORS$40,000
GREATER PHILADELPHIA ASSOCIATION FOR RECOVERY EDUCATION - THE BRIDGE WAY SC
7360 JACKSON STREETPHILADELPHIAPA19136NONEPCGENERAL SUPPORT - FDG$880
GUIDING STAR MINISTRIES INC
1940 E CHELTEN AVEPHILADELPHIAPA19138NONEPCGENERAL SUPPORT - FDG$20,000
HEADSTRONG FOUNDATION
232 GREEN AVENUEHOLMESPA19043NONEPCGENERAL SUPPORT - SDG$125
HISTORIC GERMANTOWN PRESERVED
5501 GERMANTOWN AVEPHILADELPHIAPA19144NONEPCSCIENCE SLEUTHS PROGRAM$30,000
HISTORICAL SOCIETY OF PENNSYLVANIA
1300 LOCUST STREETPHILADELPHIAPA19107NONEPCSTRATEGIC ASSESSMENTS$45,000
HISTORICAL SOCIETY OF PENNSYLVANIA
1300 LOCUST STREETPHILADELPHIAPA19107NONEPCGENERAL SUPPORT - ODG$2,500
HOLY CHILD ACADEMY
475 SHADELAND AVEDREXEL HILLPA19026NONEPCGENERAL SUPPORT - TCMG$5,000
HOLY CHILD SCHOOL AT ROSEMONT
1344 MONTGOMERY AVEROSEMONTPA19010NONEPCGENERAL SUPPORT - TDG$2,500
HOLY CHILD SCHOOL AT ROSEMONT
1344 MONTGOMERY AVEROSEMONTPA19010NONEPCCAPITAL SUPPORT$500,000
HOLY CROSS SCHOOL
240 N BISHOP AVENUESPRINGFIELDPA19064NONEPCGENERAL SUPPORT - FDG$7,500
HOLY FAMILY UNIVERSITY
9801 FRANKFORD AVENUEPHILADELPHIAPA19114NONEPCGENERAL SUPPORT - TCMG$5,000
HOLY GHOST PREPARATORY SCHOOL
2429 BRISTOL PIKEBENSALEMPA19020NONEPCGENERAL SUPPORT - ODG$2,500
HOLY REDEEMER SCHOOL
915 VINE STREETPHILADELPHIAPA19107NONEPCCOMMUNITY SUPPORT$5,000
HOPE SPRINGS EQUESTRIAN THERAPY INC
POB 156CHESTER SPRINGSPA19425NONEPCGENERAL OPERATING SUPPORT$15,000
HOPEWORKS N CAMDEN INC
808 MARKET STCAMDENNJ08102NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
HOPEWORKS N CAMDEN INC
808 MARKET STCAMDENNJ08102NONEPCGENERAL SUPPORT - SDG$500
HOPEWORKS N CAMDEN INC
808 MARKET STCAMDENNJ08102NONEPCSEIZING OPPORTUNITY EXPANSION$67,000
INN DWELLING
109 EAST PRICE STREETPHILADELPHIAPA19144NONEPCCOMMUNITY SUPPORT$5,000
INN DWELLING
109 EAST PRICE STREETPHILADELPHIAPA19144NONEPCCOMPREHENSIVE YOUTH INITIATIVE (CYI)$90,000
INTERFAITH HOSPITALITY NETWORK OF THE MAINLINE
1449 DEKALB STREETNORRISTOWNPA19401NONEPCGENERAL OPERATING SUPPORT$40,000
INTERNATIONAL VISITORS COUNCIL OF PHILADELPHIA
30 S 15TH STREET 15TH FLOORPHILADELPHIAPA19102NONEPCCITIZEN DIPLOMAT ACADEMY$20,000
JESUIT REFUGEE SERVICE USA
1627 K ST NW STE 1100WASHINGTONDC20006NONEPCGENERAL SUPPORT - FDG$10,000
JEVS HUMAN SERVICES
1845 WALNUT STREET 7TH FLOORPHILADELPHIAPA19103NONEPCPROJECT WOW (WORLD OF WORK)$25,000
JOSEPH'S HOUSE OF CAMDEN
20 CHURCH STREETCAMDENNJ08105NONEPCCOMMUNITY SUPPORT$5,000
KIMMEL CENTER INC
300 S BROAD STPHILADELPHIAPA19102NONEPCCREATIVE STAGES PROGRAM.$25,000
KNIGHTS OF COLUMBUS CHARITABLE FUND INC
1 COLUMBUS PLAZA NO 19 FLNEW HAVENCT06510NONEPCGENERAL SUPPORT - FDG$45,000
LA SALLE ACADEMY
1434 N 2ND STPHILADELPHIAPA19122NONEPCCAP 2021-22$3,705
LA SALLE ACADEMY
1434 N 2ND STPHILADELPHIAPA19122NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
LA SALLE ACADEMY
1434 N 2ND STPHILADELPHIAPA19122NONEPCCOMMUNITY SUPPORT$5,000
LA SALLE UNIVERSITY
1900 WEST OLNEY AVENUEPHILADELPHIAPA19141NONEPCGENERAL SUPPORT - SDG$500
LAUREL HOUSE
PO BOX 764NORRISTOWNPA19404NONEPCLAUREL HOUSE SAFE HAVEN CENTER$25,000
LCH HEALTH AND COMMUNITY SERVICES
731 W CYPRESS STREETKENNETT SQUAREPA19348NONEPCSOCIAL SERVICE PROGRAMS$30,000
LITTLE SISTERS OF THE POOR
5300 CHESTER AVEPHILADELPHIAPA19143NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
LITTLE SISTERS OF THE POOR
5300 CHESTER AVEPHILADELPHIAPA19143NONEPCGENERAL SUPPORT - ODG$2,000
LOYOLA UNIVERSITY MARYLAND INC
4501 N CHARLES STREETBALTIMOREMD21210NONEPCGENERAL SUPPORT - TDG$1,000
LUCY OUTREACH A NEW JERSEY NONPROFIT CORPORATION
3201 FEDERAL STREETCAMDENNJ08105NONEPCCOLLEGE AND CAREER ACADEMY$25,000
MAGEE REHABILITATION HOSPITAL
1513 RACE STPHILADELPHIAPA19102NONEPCGENERAL SUPPORT - FDG$10,000
MAGEE REHABILITATION HOSPITAL
1513 RACE STPHILADELPHIAPA19102NONEPCGENERAL SUPPORT - TDG$2,500
MAGEE REHABILITATION HOSPITAL FOUNDATION
1513 RACE STPHILADELPHIAPA19102NONEPCADOLESCENT AND YOUNG ADULT (AYA) ASSISTIVE TECHNOLOGY PROGRAM$50,000
MAIN LINE ART CENTER
746 PANMURE RDHAVERFORDPA19041NONEPCACCESSIBLE ART COMMUNITY-BASED PROGRAMS$15,000
MAIN LINE SCHOOL NIGHT ASSOCIATION
260 GULPH CREEK ROADRADNORPA19087NONEPCGENERAL SUPPORT - FDG$5,000
MATER DEI SCHOOL INC
9600 SEVEN LOCKS ROADBETHESDAMD20817NONEPCGENERAL SUPPORT - TDG$4,500
MATERNITY BVM SCHOOL
9322 OLD BUSTLETON AVENUEPHILADELPHIAPA19115NONEPCMATH MATTERS 2021$29,000
MERCY CAREER AND TECHNICAL HIGH SCHOOL
2900 WEST HUNTING PARK AVENUEPHILADELPHIAPA19129NONEPCCOMMUNITY SUPPORT$5,000
MERCY NEIGHBORHOOD MINISTRIES OF PHILADELPHIA INC
1939 W VENANGO STREETPHILADELPHIAPA19140NONEPCCOMMUNITY SUPPORT$5,000
MERCY NEIGHBORHOOD MINISTRIES OF PHILADELPHIA INC
1939 W VENANGO STREETPHILADELPHIAPA19140NONEPCADULT EDUCATION$30,000
MINDFULNESS THROUGH MOVEMENT INC
PO BOX 28WAYNEPA19087NONEPCGENERAL SUPPORT - TCMG$10,000
MOMS HOUSE INC OF GREATER PHILADELPHIA
145 SOUTH MAIN STPHOENIXVILLEPA19460NONEPCGENERAL OPERATING SUPPORT$15,000
MOTHERS' HOME INC
51 NORTH MACDADE BOULEVARDDARBYPA19023NONEPCGENERAL OPERATING SUPPORT$45,000
NATIONAL AUDUBON SOCIETY INC
3401 RESERVOIR DRIVEPHILADELPHIAPA19121NONEPCGENERAL SUPPORT - TCMG$10,000
NATIONAL CONSTITUTION CENTER
525 ARCH STREETPHILADELPHIAPA19106NONEPCCONSTITUTIONAL AMBASSADORS PROGRAM$100,000
NEED IN DEED
211 N 13TH STREET SUITE 501PHILADELPHIAPA19107NONEPCCOMMUNITY SUPPORT$5,000
NEW LEASH ON LIFE USA
PO BOX 326NARBERTHPA19072NONEPCGENERAL SUPPORT - TDG$1,000
NEWMAN APOSTOLATE FOR ARCHDIOCESE OF PHILADELPHIA - UNIVERSITY OF PENNSYLVA
111 S 38TH ST THIRD FLOORPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TCMG$9,000
NORRIS SQUARE NEIGHBORHOOD PROJECT
2141 NORTH HOWARD STREETPHILADELPHIAPA19122NONEPCCOMMUNITY SUPPORT$5,000
NORTH LIGHT COMMUNITY CENTER
175 GREEN LNPHILADELPHIAPA19127NONEPCGENERAL OPERATING SUPPORT$20,000
NORTH PENN VALLEY BOYS & GIRLS CLUB INC
16 SUSQUEHANNA AVENUELANSDALEPA19446NONEPCPROJECT LEARN$60,000
NORTHEAST CATHOLIC ALUMNI MEMORIAL SCHOLARSHIP FUND INC
PO BOX 7005PHILADELPHIAPA19149NONEPCGENERAL SUPPORT - ODG$1,000
NUEVA ESPERANZA
4261 NORTH 5TH STREETPHILADELPHIAPA19140NONEPCCOMMUNITY SUPPORT$5,000
OFFICE OF CATHOLIC EDUCATION - ARCHDIOCESE OF PHILADELPHIA
222 N 17TH STREET 5TH FLRPHILADELPHIAPA19103NONEPCELEMENTARY SUMMER TECHNOLOGY ACADEMY AND EXTENDED PROFESSIONAL DEVELOPMENT SERIES$92,650
OFFICE OF CATHOLIC EDUCATION - ARCHDIOCESE OF PHILADELPHIA
222 N 17TH STREET 5TH FLRPHILADELPHIAPA19103NONEPCDIGITAL MARKETING CAMPAIGN$50,000
OFFICE OF CATHOLIC EDUCATION - ARCHDIOCESE OF PHILADELPHIA
222 N 17TH STREET 5TH FLRPHILADELPHIAPA19103NONEPCMICROSOFT SURFACE PRO TABLETS$109,040
OFFICE OF CATHOLIC EDUCATION - ARCHDIOCESE OF PHILADELPHIA
222 N 17TH STREET 5TH FLRPHILADELPHIAPA19103NONEPCCAP 2021-22$500,050
ORION COMMUNITIES INC
237 BRIDGE STREETPHOENIXVILLEPA19460NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
OUR MOTHER OF SORROWS ST IGNATIUS SCHOOL
617 N 43RD STREETPHILADELPHIAPA19104NONEPCCOMMUNITY SUPPORT$5,000
PARENT INFANT CENTER
4205 SPRUCE STREETPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TCMG$3,500
PARKESBURG POINT
700 MAIN STREET PO BOX 731PARKESBURGPA19365NONEPCGENERAL OPERATING SUPPORT$60,000
PARKESBURG POINT
700 MAIN STREET PO BOX 731PARKESBURGPA19365NONEPCCOMMUNITY SUPPORT$5,000
PATH INC
8220 CASTOR AVENUEPHILADELPHIAPA19152NONEPCTRAINING ROOM IN THE PATH@1919 CENTER$25,000
PENNSYLVANIA ECONOMY LEAGUE INC
1800 JOHN F KENNEDY BLVD SUITE 460PHILADELPHIAPA19103NONEPCGENERAL SUPPORT - FDG$5,000
PEOPLES EMERGENCY CENTER
325 NORTH 39TH STREETPHILADELPHIAPA19104NONEPCCOMPREHENSIVE WORKFORCE DEVELOPMENT SERVICES$52,000
PET ADOPTION AND LIFECARE SOCIETY
PO BOX 201BROOMALLPA19008NONEPCGENERAL SUPPORT - SDG$200
PETERS PLACE
336 KING OF PRUSSIA RDRADNORPA19087NONEPCSCHOOL AND YOUTH OUTREACH PROGRAMMING$20,000
PHILABUNDANCE
3616 S GALLOWAY STPHILADELPHIAPA19148NONEPCGENERAL SUPPORT - TCMG$413
PHILABUNDANCE
3616 S GALLOWAY STPHILADELPHIAPA19148NONEPCGENERAL SUPPORT - ODG$1,000
PHILABUNDANCE
3616 S GALLOWAY STPHILADELPHIAPA19148NONEPCHARTRANFT THRIVE$80,000
PHILADELPHIA ACADEMY OF SCHOOL LEADERS
230 S BROAD STREET 17TH FLOORPHILADELPHIAPA19102NONEPCPRINCIPAL LEADERSHIP PROGRAMS$100,000
PHILADELPHIA BOYS AND GIRLS CHOIRS
1336 SPRING GARDEN STREETPHILADELPHIAPA19123NONEPCPHILADELPHIA BOYS AND GIRLS CHOIR SCHOLARSHIP PROGRAM$20,000
PHILADELPHIA CITIZEN
2400 MARKET STREET SUITE 269PHILADELPHIAPA19103NONEPCGENERAL SUPPORT - FDG$2,380
PHILADELPHIA FOUNDATION
1835 MARKET STREET SUITE 2410PHILADELPHIAPA19103NONEPCGENERAL SUPPORT - FDG$20,000
PHILADELPHIA INDEPENDENT MISSION SCHOOLS
1012 W THOMPSON ST THIRD FLOORPHILADELPHIAPA19122NONEPCCONNELLY ACCESS PROGRAM 2021-2022$103,245
PHILADELPHIA INDEPENDENT MISSION SCHOOLS
1012 W THOMPSON ST THIRD FLOORPHILADELPHIAPA19122NONEPCREIMAGINING OUR FUTURE: INDEPENDENCE MISSION SCHOOLS 2026$1,000,000
PHILADELPHIA INDEPENDENT MISSION SCHOOLS
1012 W THOMPSON ST THIRD FLOORPHILADELPHIAPA19122NONEPCCONSOLIDATION OF ST. GABRIEL CATHOLIC SCHOOL INTO ST. THOMAS AQUINAS CATHOLIC SCHOOL$50,000
PHILADELPHIA INDEPENDENT MISSION SCHOOLS
1012 W THOMPSON ST THIRD FLOORPHILADELPHIAPA19122NONEPCRECOVERY FUND TO ENHANCE K-8 LEARNING OPPORTUNITIES$150,000
PHILADELPHIA MUSEUM OF ART
2600 BENJAMIN FRANKLIN PKWYPHILADELPHIAPA19130NONEPCGENERAL SUPPORT - TCMG$1,500
PHILADELPHIA ORCHESTRA ASSOCIATION
ONE SOUTH BROAD STREET 14TH FLOORPHILADELPHIAPA19107NONEPCGENERAL SUPPORT - TCMG$3,500
PHILADELPHIA PHOTO ARTS CENTER
1400 N AMERICAN STREET UNIT 103PHILADELPHIAPA19122NONEPCGENERAL OPERATING SUPPORT$5,000
PHILADELPHIA POLICE FOUNDATION
PO BOX 4358PHILADELPHIAPA19118NONEPCCHILDREN OF POLICE SCHOLARSHIP FUND (COPS)$50,000
PHILADELPHIA POLICE FOUNDATION
PO BOX 4358PHILADELPHIAPA19118NONEPCGENERAL SUPPORT - FDG$9,350
PHILADELPHIA SINFONIA ASSOCIATION INC
PO BOX 996PHILADELPHIAPA19105NONEPCGARY D. WHITE SCHOLARSHIP FUND$20,000
PHILADELPHIA YOUTH BASKETBALL INC
1735 MARKET STREET CONCOURSE LEVELPHILADELPHIAPA19103NONEPCEDUCATIONAL PROGRAMMING$30,000
PHILANTHROPY NETWORK GREATER PHILADELPHIA
1617 JOHN F KENNEDY BOULEVARD 20THPHILADELPHIAPA19103NONEPCGENERAL SUPPORT - FDG$25,875FLOOR
PHILANTHROPY ROUNDTABLE
1120 20TH STREET NW SUITE 550 SOUTHWASHINGTONDC20036NONEPCGENERAL SUPPORT - FDG$20,000
PHOENIXVILLE WOMEN'S OUTREACH
PO BOX 244PHOENIXVILLEPA19460NONEPCGENERAL OPERATING SUPPORT$15,000
POLICE ATHLETIC LEAGUE OF PHILADELPHIA
3068 BELGRADE STREETPHILADELPHIAPA19134NONEPCGENERAL SUPPORT - FDG$5,000
PROJECT HOME
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130NONEPCSUMMER SUPPORT FOR FAMILIES AT THE HELEN BROWN COMMUNITY CENTER$5,000
PROJECT HOME
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130NONEPCGENERAL SUPPORT - FDG$6,250
PROJECT HOME
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130NONEPCGENERAL SUPPORT - SDG$500
PROJECT HOME
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130NONEPCCOMMUNITY SUPPORT$5,000
PROJECT HOME
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130NONEPCGENERAL SUPPORT - ODG$5,000
PROSPECT HILL BAPTIST CHURCH
703 LINCOLN AVENUEPROSPECT PARKPA19076NONEPCSUMMER SUPPORT FOR FAMILIES AT LOAVES AND FISHES FOOD PANTRY$5,000
PROSPECT HILL BAPTIST CHURCH
703 LINCOLN AVENUEPROSPECT PARKPA19076NONEPCGENERAL SUPPORT - SDG$125
PROVIDENCE CENTER
2557 N 5TH STREETPHILADELPHIAPA19133NONEPCCAPITAL IMPROVEMENTS$50,000
PROVIDENCE CENTER
2557 N 5TH STREETPHILADELPHIAPA19133NONEPCCOMMUNITY SUPPORT$5,000
REBUILDING TOGETHER PHILADELPHIA
4355 ORCHARD STREET STE 2RPHILADELPHIAPA19124NONEPCGENERAL SUPPORT - SDG$500
REBUILDING TOGETHER PHILADELPHIA
4355 ORCHARD STREET STE 2RPHILADELPHIAPA19124NONEPCGENERAL OPERATING SUPPORT$50,000
REGINA COELI ACADEMY
1525 MARIAN RDABINGTONPA19001NONEPCCURRICULUM ALIGNMENT PROJECT$20,000
RESURRECTION REGIONAL CATHOLIC SCHOOL
2020 SHELMIRE STREETPHILADELPHIAPA19152NONEPCMATH MATTERS - 2021$35,500
RICHARD J CARON FOUNDATION
243 N GALEN HALL RDWERNERSVILLEPA19565NONEPCGENERAL SUPPORT - FDG$8,640
RINGLING COLLEGE OF ART AND DESIGN INC
2700 N TAMIAMI TRLSARASOTAFL34234NONEPCSUMMER SCHOLARS - 2021$1,000
ROCK CREEK CONSERVANCY INC
7200 WISCONSIN AVENUE SUITE 500BETHESDAMD20814NONEPCGENERAL SUPPORT - TDG$2,000
ROCK TO THE FUTURE
1201 N 3RD ST 283PHILADELPHIAPA19122NONEPCGENERAL OPERATING SUPPORT$5,000
ROMAN CATHOLIC HIGH SCHOOL FOR BOYS
301 N BROAD STREETPHILADELPHIAPA19107NONEPCGENERAL SUPPORT - FDG$530
ROMAN CATHOLIC HIGH SCHOOL FOR BOYS
301 N BROAD STREETPHILADELPHIAPA19107NONEPCGENERAL SUPPORT - ODG$500
ROSEMONT COLLEGE OF THE HOLY CHILD JESUS
1400 MONTGOMERY AVENUEROSEMONTPA19010NONEPCGENERAL SUPPORT - ODG$10,000
SAINT JAMES SCHOOL
3217 WEST CLEARFIELD STPHILADELPHIAPA19132NONEPCGENERAL SUPPORT - TCMG$10,000
SAINTS JOHN AND PAUL SCHOOL
280 WEAVER STLARCHMONTNY10538NONEPCGENERAL SUPPORT - TDG$5,000
SELF INC
1211 CHESTNUT STREET SUITE 205PHILADELPHIAPA19107NONEPCGENERAL SUPPORT - ODG$1,000
SHRINE OF THE MOST BLESSED SACRAMENT SCHOOL
5841 CHEVY CHASE PARKWAY NWWASHINGTONDC20015NONEPCGENERAL SUPPORT - TDG$2,500
SILO WORKS
PO BOX 22OXFORDPA19363NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
SILO WORKS
PO BOX 22OXFORDPA19363NONEPCCOMMUNITY SUPPORT$5,000
SILOAM
850 N 11TH STREETPHILADELPHIAPA19123NONEPCFOOD FOR HEALTH PROGRAMS$20,000
SILVER SPRINGS-MARTIN LUTHER SCHOOL
512 W TOWNSHIP LINE ROADPLYMOUTH MEETINGPA19462NONEPCGENERAL SUPPORT - TCMG$5,000
SISTERS OF SAINT JOSEPH OF PHILADELPHIA
9701 GERMANTOWN AVENUEPHILADELPHIAPA19118NONEPCCOMMUNITY SUPPORT$5,000
SISTERS OF ST FRANCIS FOUNDATION
609 SOUTH CONVENT ROADASTONPA19014NONEPCGENERAL SUPPORT - SDG$400
SISTERS OF ST FRANCIS FOUNDATION - ANNA'S PLACE
226 NORRIS STREETCHESTERPA19013NONEPCGENERAL SUPPORT - ODG$5,000
SISTERS OF ST FRANCIS FOUNDATION - ANNA'S PLACE
226 NORRIS STREETCHESTERPA19013NONEPCCOMMUNITY SUPPORT$5,000
SISTERS OF ST FRANCIS FOUNDATION - ANNA'S PLACE
226 NORRIS STREETCHESTERPA19013NONEPCSUMMER SUPPORT FOR FAMILIES AT ANNA'S PLACE$5,000
SISTERS OF ST FRANCIS FOUNDATION - ANNA'S PLACE
226 NORRIS STREETCHESTERPA19013NONEPCGENERAL SUPPORT - TDG$2,000
SISTERS OF ST JOSEPH WELCOME CENTER
728 EAST ALLEGHENY AVENUEPHILADELPHIAPA19134NONEPCCOMMUNITY SUPPORT$5,000
SISTERS SERVANTS OF THE IMMACULATE HEART OF MARY
139 MODENA ROADCOATESVILLEPA19320NONEPCCOMMUNITY SUPPORT$5,000
SISTERS SERVANTS OF THE IMMACULATE HEART OF MARY
401 SOUTH BRYN MAWR AVENUEBRYN MAWRPA19010NONEPCGENERAL SUPPORT - FDG$5,000
SMITH MEMORIAL PLAYGROUNDS
3500 RESERVOIR DRIVEPHILADELPHIAPA19121NONEPCGENERAL OPERATING SUPPORT$15,000
SPARC SERVICES
2350 WEST WESTMORELAND STREETPHILADELPHIAPA19140NONEPCARTS PROGRAMMING FOR PEOPLE WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES$30,000
SPECIAL EQUESTRIANS
2800 STREET ROAD PO BOX 1001WARRINGTONPA18976NONEPCTUITION ASSISTANCE$15,000
SPECIAL OLYMPICS PENNSYLVANIA INC
2570 BLVD OF THE GENERALS SUITE 124NORRISTOWNPA19403NONEPCGENERAL SUPPORT - FDG$10,000
ST ANDREW SCHOOL
51 WRIGHTS ROADNEWTOWNPA18940NONEPCGENERAL OPERATING SUPPORT$25,000
ST BERNARD'S SCHOOL INC
4 EAST 98TH STREETNEW YORKNY10029NONEPCGENERAL SUPPORT - TCMG$10,000
ST BRIDGET CHURCH
3667 MIDVALE AVEPHILADELPHIAPA19129NONEPCCOMMUNITY SUPPORT$5,000
ST FRANCIS DE SALES SCHOOL
917 S 47TH STREETPHILADELPHIAPA19143NONEPCGENERAL SUPPORT - TCMG$10,000
ST FRANCIS DE SALES SCHOOL
917 S 47TH STREETPHILADELPHIAPA19143NONEPCGENERAL SUPPORT - FDG$40,000
ST FRANCIS DE SALES SCHOOL
917 S 47TH STREETPHILADELPHIAPA19143NONEPCCOMMUNITY SUPPORT$5,000
ST FRANCIS DE SALES SCHOOL
917 S 47TH STREETPHILADELPHIAPA19143NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
ST FRANCIS INN
2441 KENSINGTON AVENUEPHILADELPHIAPA19125NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
ST FRANCIS INN
2441 KENSINGTON AVENUEPHILADELPHIAPA19125NONEPCCOMMUNITY SUPPORT$5,000
ST FRANCIS XAVIER SCHOOL
641 NORTH 24TH STREETPHILADELPHIAPA19130NONEPCMATH MATTERS 2021$32,000
ST GEORGE SCHOOL
2700 EAST VENANGO STREETPHILADELPHIAPA19134NONEPCCOMMUNITY SUPPORT$5,000
ST HUBERT'S CATHOLIC HIGH SCHOOL FOR GIRLS
7320 TORRESDALE AVEPHILADELPHIAPA19136NONEPCGENERAL SUPPORT - ODG$1,500
ST IGNATIUS OF ANTIOCH SCHOOL
995 READING AVENUEYARDLEYPA19067NONEPCGENERAL OPERATING SUPPORT$25,000
ST JOHN CHRYSOSTOM CHURCH
617 SOUTH PROVIDENCE ROADWALLINGFORDPA19086NONEPCCOMMUNITY SUPPORT$5,000
ST JOHN CHRYSOSTOM CHURCH
617 SOUTH PROVIDENCE ROADWALLINGFORDPA19086NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
ST JOSEPH'S PREPARATORY SCHOOL
1733 W GIRARD AVENUEPHILADELPHIAPA19130NONEPCFOR OTHERS FOREVER CAMPAIGN$500,000
ST JOSEPH'S PREPARATORY SCHOOL
1733 W GIRARD AVENUEPHILADELPHIAPA19130NONEPCGENERAL SUPPORT - ODG$5,000
ST KATHARINE OF SIENA CHURCH
104 SOUTH ABERDEEN AVEWAYNEPA19087NONEPCGENERAL SUPPORT - ODG$5,000
ST KATHARINE OF SIENA SCHOOL
116 S ABERDEEN ROADWAYNEPA19087NONEPCGENERAL SUPPORT - ODG$20,000
ST LAURENTIUS SCHOOL OF HOLY NAME OF JESUS PARISH
1612 E BERKS STREETPHILADELPHIAPA19125NONEPCCOMMUNITY SUPPORT$5,000
ST LAURENTIUS SCHOOL OF HOLY NAME OF JESUS PARISH
1612 E BERKS STREETPHILADELPHIAPA19125NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
ST MALACHY SCHOOL
1012 W THOMPSON STPHILADELPHIAPA19122NONEPCGENERAL SUPPORT - ODG$2,000
ST MALACHY SCHOOL
1012 W THOMPSON STPHILADELPHIAPA19122NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
ST MALACHY SCHOOL
1012 W THOMPSON STPHILADELPHIAPA19122NONEPCCOMMUNITY SUPPORT$5,000
ST MARY SCHOOL
40 SPRING MOUNT ROADSCHWENKSVILLEPA19473NONEPCGENERAL OPERATING SUPPORT$25,000
ST MATTHEW SCHOOL
3040 COTTMAN AVENUEPHILADELPHIAPA19149NONEPCCOMMUNITY SUPPORT$5,000
ST MATTHEW SCHOOL
3040 COTTMAN AVENUEPHILADELPHIAPA19149NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
ST NORBERT CHURCH
50 LEOPARD ROADPAOLIPA19301NONEPCGENERAL SUPPORT - SDG$1,000
ST NORBERT SCHOOL
6 GREENLAWN ROADPAOLIPA19301NONEPCGENERAL OPERATING SUPPORT$25,000
ST NORBERT SCHOOL
6 GREENLAWN ROADPAOLIPA19301NONEPCGENERAL SUPPORT - SDG$500
ST PATRICK CHURCH
242 SOUTH 20TH STPHILADELPHIAPA19103NONEPCGENERAL SUPPORT - ODG$3,000
ST PHILIP NERI CHURCH
437 RIDGE PIKELAFAYETTE HILLPA19444NONEPCGENERAL SUPPORT - ODG$500
ST RAYMOND OF PENAFORT CHURCH
1350 EAST VERNON RDPHILADELPHIAPA19150NONEPCCOMMUNITY SUPPORT$5,000
ST THOMAS AQUINAS SCHOOL
1631 S 18TH STREETPHILADELPHIAPA19145NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
ST THOMAS OF VILLANOVA PARISH
1229 E LANCASTER AVEROSEMONTPA19010NONEPCGENERAL SUPPORT - ODG$5,000
STUDENTS RUN PHILLY STYLE
1819 JOHN F KENNEDY BLVD STE 480PHILADELPHIAPA19103NONEPCCOMMUNITY SUPPORT$5,000
STUDIO INCAMMINATI
1901 S 9TH STREET BOK BUILDING 7THPHILADELPHIAPA19148NONEPCGENERAL SUPPORT - TCMG$10,000FLOOR
SUPPORT CENTER FOR CHILD ADVOCATES
1617 JOHN F KENNEDY BOULEVARD SUITEPHILADELPHIAPA19103NONEPCGENERAL SUPPORT - TCMG$1,5001200
TECH IMPACT
417 N 8TH ST STE 203PHILADELPHIAPA19123NONEPCITWORKS PHILADELPHIA$15,000
TEMPLE UNIVERSITY - OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION
1938 LIACOURAS WALKPHILADELPHIAPA19122NONEPCSUMMER SCHOLARS - 2021$1,000
TEMPLE UNIVERSITY - OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION
100 SULLIVAN HALLPHILADELPHIAPA19122NONEPCGENERAL SUPPORT - SDG$200
THE ANDALUSIA FOUNDATION
1237 STATE ROAD PO BOX 158ANDALUSIAPA19020NONEPOFANDALUSIA HISTORIC HOUSE MAINTENANCE$5,000
THE BERNARDINE CENTER
2625 WEST NINTH STREETCHESTERPA19013NONEPCCOMMUNITY SUPPORT$5,000
THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
3401 CIVIC CENTER BLVDPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TCMG$5,000
THE CHURCH OF SACRED HEART SCHOOL
4TH AND JASPER STREETCAMDENNJ08104NONEPCCOMMUNITY SUPPORT$5,000
THE COMMUNITY'S FOUNDATION
900 W SPROUL ROAD SUITE 101SPRINGFIELDPA19064NONEPCGENERAL SUPPORT - SDG$150
THE FREE LIBRARY OF PHILADELPHIA
1901 VINE STREET SUITE 111PHILADELPHIAPA19103NONEPCGENERAL SUPPORT - TCMG$1,200
THE GARAGE COMMUNITY AND YOUTH CENTER
115 S UNION STREETKENNETT SQUAREPA19348NONEPCGENERAL OPERATING SUPPORT$20,000
THE GESU SCHOOL INC
1700 W THOMPSON STPHILADELPHIAPA19121NONEPCCAP 2021-22$10,593
THE GESU SCHOOL INC
1700 W THOMPSON STPHILADELPHIAPA19121NONEPCCOMMUNITY SUPPORT$5,000
THE SUNDAY BREAKFAST ASSSOCIATION OF PHILADELPHIA
302 N 13TH STREET PO BOX 297PHILADELPHIAPA19105NONEPCGENERAL SUPPORT - SDG$500
THE SUNDAY BREAKFAST ASSSOCIATION OF PHILADELPHIA
302 N 13TH STREET PO BOX 297PHILADELPHIAPA19105NONEPCCAPITAL SUPPORT FOR RENOVATION$56,000
THOMAS JEFFERSON UNIVERSITY
1020 WALNUT STREET 641 SCOTTPHILADELPHIAPA19107NONEPCGENERAL SUPPORT - ODG$10,000BUILDING
THOMAS JEFFERSON UNIVERSITY
1020 WALNUT STREET 641 SCOTTPHILADELPHIAPA19107NONEPCCONNELLY FOUNDATION CHIEF NURSE EXECUTIVE OFFICER AT JEFFERSON HEALTH$500,000BUILDING
THOMAS JEFFERSON UNIVERSITY HOSPITAL
925 CHESTNUT STREET SUITE 311PHILADELPHIAPA19107NONEPCGENERAL SUPPORT - ODG$10,000
TRUSTEES OF THE LAWRENCEVILLE SCHOOL
2500 MAIN STLAWRENCEVILLENJ08648NONEPCGENERAL SUPPORT - TCMG$5,000
TRUSTEES OF THE PUBLIC SCHOOL OF GERMANTOWN
340 MORRIS ROADFORT WASHINGTONPA19034NONEPCGENERAL SUPPORT - ODG$6,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3260 SOUTH STPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TDG$10,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19104NONEPCGENERAL SUPPORT - ODG$1,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TCMG$1,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - PENN VET WORKING DOG CENTER
3401 GRAYS FERRY AVENUE BUILDINGPHILADELPHIAPA19146NONEPCGENERAL SUPPORT - TCMG$8,000470
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA - SCHOOL OF VETERINARY MEDICINE
3800 SPRUCE STREET SUITE 151EPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TDG$9,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA MORRIS ARBORETUM OF THE UNIVERSI
100 E NORTHWESTERN AVENUEPHILADELPHIAPA19118NONEPCROSE GARDEN CONSTRUCTION PROJECT$75,000
UC GREEN INC
4601 SPRUCE STREETPHILADELPHIAPA19139NONEPCGENERAL SUPPORT - TCMG$2,500
ULIFTU INC
1229 CHESTNUT STPHILADELPHIAPA19107NONEPCCOMMUNITY SUPPORT$5,000
UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY
1800 JFK BLVD SUITE 1200PHILADELPHIAPA19103NONEPCGENERAL SUPPORT - TCMG$1,500
UNIVERSITY CITY ARTS LEAGUE INC
4226 SPRUCE STREETPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TCMG$3,500
UNIVERSITY CITY DISTRICT
3940 CHESTNUT STREETPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TCMG$14,000
UNIVERSITY OF NOTRE DAME DU LAC
725 GRACE HALLNOTRE DAMEIN46556NONEPCSUMMER SCHOLARS - 2021$33,800
UNIVERSITY OF NOTRE DAME DU LAC
400 MAIN BUILDINGNOTRE DAMEIN46556NONEPCMARY ANN REMICK LEADERSHIP PROGRAM$40,000
UNIVERSITY OF THE ARTS
320 SOUTH BROAD STREETPHILADELPHIAPA19102NONEPCGENERAL SUPPORT - TCMG$1,500
UPLIFT SOLUTIONS INC
417 NORTH 8TH STREET STE 300PHILADELPHIAPA19123NONEPCCOMMUNITY SUPPORT$5,000
UPLIFT SOLUTIONS INC
417 NORTH 8TH STREET STE 300PHILADELPHIAPA19123NONEPCGENERAL SUPPORT - TDG$1,500
UPLIFT SOLUTIONS INC
417 NORTH 8TH STREET STE 300PHILADELPHIAPA19123NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
VALLEY YOUTH HOUSE COMMITTEE
3400 HIGH POINT BOULEVARDBETHLEHEMPA18017NONEPCRAP4YOUTH PROGRAM$30,000
VALLEY YOUTH HOUSE COMMITTEE
3400 HIGH POINT BOULEVARDBETHLEHEMPA18017NONEPCCOMMUNITY SUPPORT$5,000
VARIETY CLUB CAMP & DEVELOPMENT CENTER FOR HANDICAPPED CHILDREN
2950 POTSHOP ROAD PO BOX 609WORCESTERPA19490NONEPCVARIETYWORKS$30,000
VILLA MARIA ACADEMY HIGH SCHOOL
370 CENTRAL AVEMALVERNPA19355NONEPCSTUDENT UNION BUILDING$250,000
VISITATION BVM SCHOOL
300 E LEHIGH AVENUEPHILADELPHIAPA19125NONEPCGENERAL SUPPORT - FDG$25,000
VISITATION BVM SCHOOL
300 E LEHIGH AVENUEPHILADELPHIAPA19125NONEPCCOMMUNITY SUPPORT$5,000
VISITATION BVM SCHOOL
300 E LEHIGH AVENUEPHILADELPHIAPA19125NONEPCSUMMER SUPPORT FOR FAMILIES$5,000
WAGNER FREE INSTITUTE OF SCIENCE
1700 W MONTGOMERY AVEPHILADELPHIAPA19121NONEPCGENERAL SUPPORT - TCMG$1,500
WASHINGTON JESUIT ACADEMY
900 VARNUM STREET NEWASHINGTONDC20017NONEPCGENERAL SUPPORT - TDG$5,000
WELCOMING CENTER FOR NEW PENNSYLVANIANS
211 N 13TH STREET 4TH FLOORPHILADELPHIAPA19107NONEPCWORKFORCE DEVELOPMENT AND ENTREPRENEURSHIP PROGRAMS$25,000
WELCOMING THE STRANGER
PO BOX 1156LANGHORNEPA19047NONEPCGENERAL OPERATING SUPPORT$30,000
WEST CATHOLIC PREPARATORY HIGH SCHOOL
4501 CHESTNUT STPHILADELPHIAPA19139NONEPCGENERAL SUPPORT - TCMG$5,000
WEST CATHOLIC PREPARATORY HIGH SCHOOL
4501 CHESTNUT STPHILADELPHIAPA19139NONEPCCOMMUNITY SUPPORT$5,000
WHY NOT PROSPER INC
717 E CHELTEN AVEPHILADELPHIAPA19144NONEPCGENERAL OPERATING SUPPORT$30,000
WHYY INC
150 NORTH SIXTH STREETPHILADELPHIAPA19035NONEPCWHYY MEDIA LABS$75,000
WILLIAMSON COLLEGE OF THE TRADES
106 SOUTH NEW MIDDLETOWN ROADMEDIAPA19063NONEPCGENERAL SUPPORT - TDG$5,000
WISTAR INSTITUTE OF ANATOMY & BIOLOGY
3601 SPRUCE STPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TCMG$4,500
WITHERSPOON INSTITUTE INC
16 STOCKTON STREETPRINCETONNJ08540NONEPCSUMMER SCHOLARS - 2021$300
WOMEN GOLFERS GIVEBACK
600 W GERMANTOWN PIKEPLYMOUTH MEETINGPA19462NONEPCGENERAL SUPPORT - TCMG$2,500
WOODLANDS TRUST FOR HISTORIC PRESERVATION
4000 WOODLAND AVENUEPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - TCMG$3,500
WOODMERE ART MUSEUM INC
9201 GERMANTOWN AVEPHILADELPHIAPA19118NONEPCSAINT MICHAELS HALL PURCHASE$250,000
YOUNG LIFE
130 LENAPE DRIVEBERWYNPA19312NONEPCGENERAL OPERATING SUPPORT$20,000
YOUNG MENS CHRISTIAN ASSOCIATION OF DELAWARE COUNTY
900 SOUTH AVENUESECANEPA19018NONEPCGENERAL SUPPORT - SDG$500
YOUNG SCHOLARS CHARTER SCHOOL INC
900 N MARSHALL STREETPHILADELPHIAPA19123NONEPCGENERAL SUPPORT - TCMG$15,375
YOUNGMOMS
PO BOX 376KENNETT SQUAREPA19348NONEPCGENERAL OPERATING SUPPORT$20,000
YOUTH MENTORING PARTNERSHIP
967 E SWEDESFORD RD STE 401EXTONPA19341NONEPCGENERAL SUPPORT - TCMG$5,000
ZOOLOGICAL SOCIETY OF PHILADELPHIA
3400 WEST GIRARD AVENUEPHILADELPHIAPA19104NONEPCGENERAL SUPPORT - FDG$8,700
CURTIS INSTITUTE OF MUSIC
1726 LOCUST STREETPHILADELPHIAPA19103NONEPCGENERAL SUPPORT - TCMG$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,498,224TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MAGEE REHABILITATION HOSPITAL
1513 RACE STPHILADELPHIAPA19102NONEPCGENERAL OPERATIONS$50,000
WOODMERE ART MUSEUM INC
9201 GERMANTOWN AVEPHILADELPHIAPA19118NONEPCSAINT MICHAEL'S HALL PURCHASE$150,000
FACE TO FACE
109 EAST PRICE STPHILADELPHIAPA19144NONEPCGENERAL OPERATING SUPPORT$60,000
KIMMEL CENTER INC
300 S BROAD STPHILADELPHIAPA19102NONEPCCREATIVE STAGES PROGRAM.$25,000
ST JOSEPH'S PREPARATORY SCHOOL
1733 W GIRARD AVENUEPHILADELPHIAPA19130NONEPCFOR OTHERS FOREVER CAMPAIGN$500,000
ARTS IN SCHOOLS COLLABORATIVE
4226 SPRUCE STREETPHILADELPHIAPA19104NONEPCDANCING CLASSROOMS PHILLY RESIDENCY PROGRAMS$25,000
CRISTO REY PHILADELPHIA HIGH SCHOOL
1717 W ALLEGHENY AVEPHILADELPHIAPA19132NONEPCGRAD@GRAD PROGRAM$100,000
CHILDREN SCHOLARSHIP FUND PHILADELPHIA
100 S BROAD ST SUITE 1200PHILADELPHIAPA19110NONEPCAOP HIGH SCHOOL TRANSFER GRANTS$174,000
CHILDREN SCHOLARSHIP FUND PHILADELPHIA
100 S BROAD ST SUITE 1200PHILADELPHIAPA19110NONEPCPROGRAM AMBASSADOR INITIATIVE$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,334,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,980ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,525,692ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$1,076,883UnrelatedBusinessTaxblIncmAmt
Exclusion$1,175,199ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$1,092,253UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$22,155,860ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescEXPENSE REIMBURSEMENTSDesc
Business812900BusinessCd
Exclusion01ExclusionCd
Exclusion$10,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,169,136UnrelatedBusinessTaxblIncmAmt
Exclusion$27,888,731ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,057,867TotalIncomeProducingActyAmt

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$62,826Amt
Net Investment Income$4,868NetInvestmentIncomeAmt
Disbursements Charitable Prps$56,574DisbursementsCharitablePrpsAmt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationIN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF 15,057,052 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NON-CHARITABLE USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT. 1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: 368,416,446 2. 1.5% OF LINE 1: 5,526,247 FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF: 2020 17,289,987 2019 14,135,436 2018 13,745,732 FOR AN AVERAGE OF: 15,057,052 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES.ShortExplanationTxt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANDALUSIA FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11237 STATE ROAD BOX 158AddressLine1Txt
CityANDALUSIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19020ZIPCd
FieldValueIRS element (for citing)
Grant2021-10-08GrantDt
Grant$5,000GrantAmt
Purpose Of GrantTO PRESERVE AND MAINTAIN THE ANDALUSIA HISTORIC HOUSE.PurposeOfGrantTxt
Expended By Grantee$5,000ExpendedByGranteeAmt
Any Diversion By GranteeTO THE GRANTOR'S KNOWLEDGE, THE GRANTEE HASN'T DIVERTED ANY PORTION OF FUNDSAnyDiversionByGranteeTxt
Dates Of Reports By GranteeMARCH 29, 2022DatesOfReportsByGranteeTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS-DOMESTIC EQUITYFMV$138,528,881$138,528,881
MUTUAL FUNDS-INTERNATIONAL EQUITYFMV$41,818,512$41,818,512
MUTUAL FUNDS - BONDSFMV$12,193,973$12,193,973
INVESTMENTS IN LIMITED PARTNERSHIPSFMV$190,080,436$190,080,436
OTHER INVESTMENTSFMV$16,922$16,922

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$11,715LegalFeesAmt
Net Investment Income$633NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,751DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST RECEIVABLE$21,280$19,856$19,856
OTHER RECEIVABLES$1,496,907$1,137,148$1,137,148
RIGHT OF USE ASSETS$1,914,006$1,771,033$1,771,033
ACCRUED STATE TAX RECEIVABLE$52,172$8,300$8,300

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$34,464$2,670$32,599
PROFESSIONAL SERVICES/FEES$312,366$12,979$298,243
DUES$9,273$225$8,554
OFFICE SUPPLIES$17,066$1,189$20,152
TELEPHONE$14,405$1,116$13,722
OTHER$966$75$3,571
FOOD/ENTERTAINMENT$20,345$1,365$18,769
POSTAGE$676$48$586
REPAIRS AND MAINTENANCE$25,306$1,961$23,345
PARTNERSHIP INVESTMENT EXPENSES$1,894,512$1,798,350$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (19 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BPG INVESTMENT VII-A$3,913$3,913$3,913
BPG INVESTMENT VIII-A$849$849$849
ENDOWMENT VENTURE PARTNERS V$3$5$3
EQUUS INVEST PARTNERSHIP X, LP$26,937$26,937$26,937
EQUUS INVEST PARTNERSHIP XI, LP-$12,571-$12,571-$12,571
LL CAPITAL PARTNERS II PARALLEL$0$0$0
LL MORTGAGE FUND$0$0$0
PERMIT CAPITAL SERIES L$0$0$0
PORTFOLIO ADVISORS REAL ESTATE IV-$4,468-$5,727-$4,468
PORTFOLIO ADVISORS REAL ESTATE V-$33,497-$16,710-$33,497
PORTFOLIO ADVISORS REAL ESTATE VI-$24,419-$868-$24,419
SHIFT NEIGHBORHOOD FUND-$112,530-$112,530-$112,530
TALL CELL$16,455$16,455$16,455
TIFF KEYSTONE$1,310,591$1,167,205$1,310,591
MAKENA PERPETUAL PRIVATE EQ. FUND$8,429$10,431$8,429
MAKENA PERPETUAL VENTURE CAPITAL FUND$2,495$59$2,495
PFIC DISTRIBUTIONS$0$1,205,316$0
EQUUS INVEST PARTNERSHIP XII, LP-$6,988-$565-$6,988
EXPENSE REIMBURSEMENTS$10,000$10,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX DIFFERENCE ON ALTERNATIVE INVESTMENT INCOME$11,850,240
UNREALIZED GAIN ON INVESTMENTS$24,702,259

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX PAYABLE$1,223,000$1,566,000
FEDERAL TAXES PAYABLE$13,730$7,734
OFFICE LEASE LIABILITY$2,422,240$2,254,321

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$97,459Amt
Net Investment Income$97,459NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$52,871$52,871$0
EXCISE TAX EXPENSE$777,944$0$0