POTTSTOWN REGIONAL COMMUNITY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- POTTSTOWN REGIONAL COMMUNITY FOUNDATION (EIN 23-2344729)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202101349349101930
- Schema version
- 2019v5.2
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T13:21:02-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | MATTHEW CAPPELLETTI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6103232006 | PhoneNum |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRISON PEREIRA | PreparerPersonNm |
| PTIN | P00746867 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2021-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $76,820,539 | 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 | $65,121 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,889,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,889,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,275,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,711,745 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,275,099 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $91 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,229,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,164,291 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,649 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $96,260 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,389 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $601,795 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $129,655 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $472,140 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $175,700 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $36,377 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $126,368 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,053 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,053 | 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 | $355,436 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,571 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $93,576 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $138,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,428 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $84,041 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,262 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $26,262 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $93,698 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,740 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $74,959 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40,077 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,015 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,365 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8,757 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,751 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $404,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,694 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $266,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,127,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $526,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,315,098 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,835,798 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,476,051 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,963,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $526,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,791,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$734,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,637,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $140,281 | CashBOYAmt |
| Cash EOY | $19,251 | CashEOYAmt |
| Cash EOYFMV | $19,251 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,536 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,536 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $40,000 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $92,723 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $44,015 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $44,015 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $77,589,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,643,798 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $75,643,798 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,537,929 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $947,067 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $947,067 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $390,269 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $333,397 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $62,640 | LandBOYAmt |
| Land EOY | $56,872 | LandEOYAmt |
| Land EOYFMV | $56,872 | LandEOYFMVAmt |
| Other Assets BOY | $85,598 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $79,590,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,820,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,820,539 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $362,101 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $418,655 | AccountsPayableEOYAmt |
| Grants Payable BOY | $75,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $434,747 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $23,480,293 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $29,735,747 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,917,394 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,589,149 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $55,673,346 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $46,231,390 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,673,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,231,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,590,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,820,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,673,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$734,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,335 | OtherIncreasesAmt |
| Subtotal | $54,955,515 | SubtotalAmt |
| Other Decreases | $8,724,125 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,231,390 | 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 | $10,711,745 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,436,646 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,275,099 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,275,099 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,275,099 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,232,666 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $77,189,949 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054834 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,129,739 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $80,212,290 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051485 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,326,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $78,157,377 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055356 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,599,469 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $77,310,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059494 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,063,803 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $82,159,403 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049462 | DistributionYr5Rt |
| Total Distribution | 0.270631 | TotalDistributionRt |
| Average Distribution | 0.054126 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $76,118,988 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,120,016 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36,380 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,156,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,791,149 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,760 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,760 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,760 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,007 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,007 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $527 | EsPenaltyAmt |
| Tax Due | $27,280 | TaxDueAmt |
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 | $240,649 | $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 | $119,845 | $21,934 | $0 |
| CRAIG COLISTRA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $89,815 | $22,929 | $0 |
| ASHIA COOPER | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $78,371 | $26,148 | $0 |
| ROSEMARIE WALTERS | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | OFFICE MANAGER | 40.00 | $79,101 | $22,475 | $0 |
| MICHAEL JAMGOCHIAN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | CONTROLLER | 40.00 | $88,355 | $10,466 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE ANDERSON GROUP | |||||
| 879 FRITZTOWN ROAD | SINKING SPRING | PA | 19608 | COMMUNICATIONS CONSULTING | $85,427 |
| VERALON | |||||
| 1628 JOHN F KENNEDY BLVD 500 | PHILADELPHIA | PA | 19103 | HEALTHCARE CONSULTING | $74,836 |
| URBAN LAND INSTITUTE | |||||
| 1818 MARKET STREET SUITE 3300 | PHILADELPHIA | PA | 19103 | CONSULTING | $70,000 |
| 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 | $77,007,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $220,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,611 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,278,160 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,278,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,159,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,118,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,805,949 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,805,949 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,760 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,760 | TotalTaxAmt |
| Distributable Before Adj | $3,733,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,733,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,733,189 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,791,149 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,791,149 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,791,149 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,733,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,667 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $797,761 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $501,389 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $201,012 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $472,545 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,009,374 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,791,149 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,733,189 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,960 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,067,334 | 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 | $36,667 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,030,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $797,761 | ExcessFromYear4Amt |
| Excess From Year3 | $501,389 | ExcessFromYear3Amt |
| Excess From Year2 | $201,012 | ExcessFromYear2Amt |
| Excess From Year1 | $472,545 | ExcessFromYear1Amt |
| Excess From Current Year | $57,960 | 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 (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 | $65,448 |
| BIG BROTHERS BIG SISTERS INDEPENDENCE | ||||||
| 123 S BROAD STREET 1050 | PHILADELPHIA | PA | 19109 | PUBLIC CHARITY | BIG BROTHERS BIG SISTERS BEYOND SCHOOL WALLS PROGRAM | $15,000 |
| BOROUGH OF POTTSTOWN | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | ICE SKATING FOR EVERYONE, MEMORIAL PARK BRIDGE AND STREAMBANK STABILIZATION PROJECT, PARRC STRATEGIC PLAN, FOUNTAIN OF YOUTH SPRAY PARK SPARE PUMPS | $64,300 |
| BOYERTOWN AREA MULTI-SERVICE INC | ||||||
| 200 WEST SPRING STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | RICKETTS CENTER PROGRAMMING, FOOD ACCESS AND HEALTH AND WELLNESS PROGRAMS | $197,000 |
| BOYERTOWN LIONS COMMUNITY AMBULANCE SERVICE INC | ||||||
| 2 EAST SECOND STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | FIRST RESPONDERS FITNESS PROGRAM | $2,500 |
| CAMPHILL VILLAGE KIMBERTON HILLS | ||||||
| PO BOX 1045 | KIMBERTON | PA | 19442 | PUBLIC CHARITY | EAST AUXILIARY GRANT RECIPIENT, VILLAGER SUPPORT FUND | $13,750 |
| CAROUSEL AT POTTSTOWN | ||||||
| 30 W KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | IMPROVEMENTS AT THE CAROUSEL AT POTTSTOWN AND MANATAWNY MINI-GOLF TO ENRICH THE ACTIVITY OF OUR COMMUNITY MOST IMPORTANTLY THE CHILDREN OF OUR COMMUNITY. | $25,000 |
| 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 | "FIGHTING OBESITY THROUGH FUN 2" | $19,000 |
| CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY | ||||||
| PO BOX 706 | NORRISTOWN | PA | 19404 | PUBLIC CHARITY | FOSTERING RESILIENCY THROUGH ON-SITE THERAPAY AND ADVOCACY | $25,000 |
| COMMUNITY HEALTH AND DENTAL CARE | ||||||
| 351 W SCHUYLKILL RD SUITE G-15A | POTTSTOWN | PA | 19465 | PUBLIC CHARITY | SEALANT PROJECT | $2,000 |
| CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 1485 VALLEY FORGE ROAD | WAYNE | PA | 19087 | GOVERNMENT ENTITY | SCOUTING: WELLNESS, CITIZENSHIP, CHARACTER AND LEADERSHIP DEVELOPMENT FOR YOUTH IN POTTSTOWN. RESCINDED GRANT | -$4,225 |
| CREATIVE HEALTH SERVICES | ||||||
| 11 ROBINSON STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MEDICALLY INTEGRATED FITNESS CENTER | $25,000 |
| DEVELOPMENTAL ENTERPRISES CORP | ||||||
| 333 E AIRY STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | HEALTHY EATING, HEALTHY LIVING | $19,000 |
| EAST COVENTRY TOWNSHIP PARKS AND RECREATION | ||||||
| 855 ELLIS WOODS ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | DIBONO PROPERTY TRAILS, TOW PATH PARK MASTER PLAN/FEASIBILITY STUDY | $26,000 |
| 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 | $35,750 |
| FIRST BAPTIST CHURCH | ||||||
| 301 KING STREET | POTTSTOWN | PA | 19464 | CHURCH | FBC 2020! A STRATEGIC FUTURE | $4,400 |
| FOUNDATION FOR BOYERTOWN EDUCATION | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | FOUNDATION FOR BOYERTOWN OGANIZATIONAL SUSTAINABILITY AND GROWTH | $26,400 |
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | CHROMEBOOK CAMPAIGN FOR POTTSTOWN SCHOOL DISTRICT | $136,632 |
| FREDERICK MENNONITE COMMUNITY | ||||||
| PO BOX 498 | FREDERICK | PA | 19435 | PUBLIC CHARITY | IT'S NEVER TOO LATE SYSTEM FOR DEMENTIA CARE | $5,000 |
| GREATER POTTSTOWN TENNIS ASSOCIATION | ||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GAME, SET, ADVANTAGE | $75,000 |
| GREEN VALLEYS ASSOCIATION | ||||||
| 1368 PRIZER ROAD | POTTSTOWN | PA | 19465 | PUBLIC CHARITY | OUTDOOR EDUCATION PROGRAMS AT POTTSTOWN ELEMENTARY SCHOOLS | $1,500 |
| HABITAT FOR HUMANITY | ||||||
| 533 FOUNDRY ROAD | NORRISTOWN | PA | 19403 | PUBLIC CHARITY | POTTSTOWN RESIDENT LEADERSHIP TRAINING AND NEIGHBORHOOD REVITALIZATION | $2,000 |
| HEALTH CARE ACCESS | ||||||
| 723 WHEATLAND STREET | PHOENIXVILLE | PA | 19460 | PRIVATE FOUNDATION | HEALTH CARE ACCESS PROGRAMS | $10,000 |
| JOULE 4 JESUS MINISTRIES | ||||||
| 755 LINCOLN AVENUE | POTTSTOWN | PA | 194644851 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,000 |
| JULIAN DORSEY FOUNDATION | ||||||
| 1014 CHERRINGTON DRIVE | HARRISBURG | PA | 17110 | PUBLIC CHARITY | STRENGTHENING THE INFRASTRUCTURE OF THE JT DORSEY FOUNDATION | $16,250 |
| KELLY ANNE DOLAN MEMORIAL FUND | ||||||
| 580 VIRGINIA DRIVE 110 | FORT WASHINGTON | PA | 19034 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,000 |
| KINGDOM LIFE CHURCH | ||||||
| 380 WALNUT STREET | POTTSTOWN | PA | 19464 | CHURCH | PROVIDING MEALS TO POTTSTOWN AREA RESIDENTS IN RESPONSE TO THE COVID-19 PANDEMIC | $10,000 |
| LAUREL HOUSE | ||||||
| 605 SWEDE STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | POTTSTOWN AREA SERVICES | $2,000 |
| 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 VULNERABLE FAMILIES IN POTTSTOWN | $43,425 |
| MATERNITY CARE COALITION | ||||||
| 200 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | POTTSTOWN EARLY HEAD START AND PARENTING INITIATIVE | $52,500 |
| MEALS ON WHEELS OF CHESTER COUNTY INC | ||||||
| 3 EAST STOW ROAD | MARLTON | NJ | 08053 | PUBLIC CHARITY | FEEDING HOMEBOUND RESIDENTS OF SPRING CITY | $2,000 |
| MITZVAH CIRCLE FOUNDATION | ||||||
| 2562 BOULEVARD OF THE GENERALS 100 | NORRISTOWN | PA | 19403 | PUBLIC CHARITY | CRITICAL NEEDS - CREATING HEALTHY FAMILIES, DIAPER BANK AND PERIOD SUPPLIES | $6,400 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||
| 101 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | COLLEGE | MONTCOPA COVID-19 RESPONSE FUND | $27,500 |
| NEW HANOVER EVANGELICAL LUTHERAN CHURCH | ||||||
| 2941 LUTHERAN RD | GILBERTSVILLE | PA | 19525 | CHURCH | PEER RECOVERY SUPPORT PROGRAM | $14,500 |
| NORTH COVENTRY TOWNSHIP | ||||||
| 845 S HANOVER ST | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | COVENTRY TRAIL | $22,500 |
| OLIVET BOYS AND GIRLS CLUB | ||||||
| 1161 PERSHING BLVD | READING | PA | 19611 | PUBLIC CHARITY | TRIPLE PLAY/WEEKEND HOURS | $21,250 |
| PENNSYLVANIA PHILHARMONIC | ||||||
| PO BOX 162 | ARDMORE | PA | 19003 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $39,000 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | ||||||
| 230 S BROAD ST STE 402 | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | MONTCO PA CENSUS ACTION FUND | $8,000 |
| POTTSTOWN AREA CHILDREN'S FOUNDATION | ||||||
| 2076 SILO LANE | EAST GREENVILLE | PA | 180412342 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| POTTSTOWN AREA INDUSTRIAL DEVELOPMENT INC | ||||||
| 152 E HIGH STREET SUITE 360 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT AND COVID-19 RELIEF AND RECOVERY FUND AT PAHWF. | $200,000 |
| POTTSTOWN AREA POLICE ATHLETIC LEAGUE | ||||||
| PO BOX 176 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | REJUVENATING YOUTH SPORTS IN THE GREATER POTTSTOWN AREA | $56,250 |
| POTTSTOWN ATHLETIC CLUB | ||||||
| 21 N HANOVER STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | FITNESSTOWN USA III & PADDLE POOL | $75,000 |
| POTTSTOWN BRANCH - PHILADELPHIA FREEDOM VALLEY YMCA | ||||||
| 724 N ADAMS STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | STRENGTH THROUGH SPORTS (STS) PROGRAM | $7,500 |
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||
| 137 WALNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BUILDING A HEALTHY COMMUNITY | $72,000 |
| POTTSTOWN FARM | ||||||
| 17 N HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,250 |
| POTTSTOWN PARKS & RECREATION FOUNDATION INC | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | SENSING THE PARK USER....EVEN MORE | $2,000 |
| POTTSTOWN PUBLIC LIBRARY | ||||||
| 550 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | EAST AUXILIARY GRANT RECIPIENT | $3,423 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PEAK WHOLE CHILD WELLNESS | $79,200 |
| PRESERVATION POTTSTOWN | ||||||
| 1304 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MOSAIC COMMUNITY GARDEN 2020, POTTSTOWN FARM | $90,000 |
| PROJECT PURPOSE | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PROJECT PURPOSE: GENERAL OPERATING | $63,800 |
| ROYERSFORD OUTREACH | ||||||
| 350 MAIN STREET | ROYERSFORD | PA | 19468 | PUBLIC CHARITY | GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS | $22,000 |
| SALVATION ARMY | ||||||
| 137 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN WORKS: START-UP TO SUSTAINABILITY | $40,000 |
| SAVE ALLIANCE FOUNDATION | ||||||
| 35 KING ROAD | GREEN LANE | PA | 18054 | PUBLIC CHARITY | YOUTH GROW, POTTSTOWN AREA FOOD COLLABORATIVE DESIGN PROCESS | $7,250 |
| SAVE OUR LANDS SAVE OUR TOWNS ENTERPRISES INC | ||||||
| 222 CHESTNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GROWING AND CONSERVING POTTSTOWN'S STREET TREES | $35,000 |
| SCHUYLKILL RIVER GREENWAY ASSOCIATION | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | 2020 BIKE POTTSTOWN PROGRAM AND CIRCUIT RIDER | $76,439 |
| SHARE FOOD PROGRAM INC | ||||||
| 2901 W HUNTING PARK AVENUE | PHILADELPHIA | PA | 19129 | PUBLIC CHARITY | MONTCO ANTI-HUNGER NETWORK REQUEST FOR GENERAL OPERATING FUNDS | $5,000 |
| ST ALOYSIUS PARISH SCHOOL | ||||||
| 220 N HANOVER STREET | POTTSTOWN | PA | 19464 | CATHOLIC SCHOOL | HEALTH IN MIND, BODY, AND SPIRIT | $6,000 |
| STRIVE INITIATIVE INC | ||||||
| PO BOX 1511 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PIVOT TO SUSTAINABILITY PROGRAM | $52,000 |
| THE PENNSLYVANIA STATE UNIVERSITY | ||||||
| 110 TECHNOLOGY CENTER BLDG | UNIVERSITY PAKR | PA | 16802 | COLLEGE | 4-H AFTERSCHOOL PROGRAM AT PARK SPRINGS APARTMENTS | $4,526 |
| TOWNSHIP OF UPPER POTTSGROVE | ||||||
| 1409 FARMINGTON AVENUE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PARK TRAIL RENOVATIONS | $25,000 |
| TRELLIS FOR TOMORROW | ||||||
| 707 EAGLEVIEW BLVD SUITE 105 | EXTON | PA | 19341 | PUBLIC CHARITY | YOUTH SEED ENTERPRISE PROGRAM AND EXPANSION | $60,000 |
| TRICOUNTY ACTIVE ADULT CENTER | ||||||
| 288 MOSER ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PRIME TIME HEALTH - MAKING HEALTHIER LIVES POSSIBLE FOR OLDER ADULTS | $66,250 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMUNITY CAMP, POTTSTOWN CHILDREN'S DISCOVERY CENTER AND COMMUNITY COLLABORATIVE AND CAPACITY BUILDING | $236,600 |
| UNITED WAY OF BOYERTOWN | ||||||
| PO BOX 213 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | MATCHING GRANT FOR ANNUAL CAMPAIGN | $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 | $27,000 |
| WELLNESS COUNCIL OF BOYERTOWN | ||||||
| PO BOX 87 | GILBERTSVILLE | PA | 19525 | PUBLIC CHARITY | CONTINUING TO CREATE A CULTURE OF WELLNESS & PROFESSIONAL DEVELOPMENT SOFTWARE FOR NON-PROFIT FUNDRAISING | -$10,000 |
| YWCA TRI-COUNTY AREA | ||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PHASE 2 STRATEGIC PLAN IMPLEMENTATION & YW HEALTHY PATHWAYS PROJECT | $107,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,526,018 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYERTOWN AREA SCHOOL DISTRICT | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | BRAIN BODY CONNECTION | $181,650 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | 2020-2022 HEALTH AND WELLNESS | $140,000 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | HEALTHY SCHOOL COMMUNITIES | $204,500 |
| SPRING-FORD AREA SCHOOL DISTRICT | ||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | WELLNESS MATTERS! | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $571,150 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,889,192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,275,099 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONOR ADVISED FUND FEE INCOME | Desc |
| Related Or Exempt Function Incm | $91 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,164,291 | ExclusionAmt |
| Related Or Exempt Function Incm | $91 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,164,382 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | THESE FEES HELP TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SCOTT BENTLEY | ||||||
| 1 | 2039 ST PETERS ROAD | POTTSTOWN | PA | 19465 | $33,854 | Yes (X) |
| CARL LANDIS | ||||||
| 2 | 1196 CHESTERSHIRE PLACE | POTTSTOWN | PA | 19465 | $18,008 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 585 SHARES PLANET FITNESS CO. STOCK | $33,854 | 2019-09-30 |
| 2 | 400 SHARES ADVANCED MICRO DEVICES STOCK | $18,008 | 2019-12-30 |
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 | $75,643,798 | EOYBookValueAmt |
| EOYFMV | $75,643,798 | 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 | $947,067 | BookValueAmt |
| EOYFMV | $947,067 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,053 | LegalFeesAmt |
| Net Investment Income | $20,053 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $85,598 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $844,054 |
| PENSION EXPENSE - NONOPERATING EXPENSE | $7,880,071 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,040 | $208 | $820 |
| COMMUNICATION AND EDUCATIONAL PROGRAMS | $65,060 | $13,012 | $68,342 |
| OFFICE EXPENSE | $16,398 | $3,280 | $10,666 |
| DUES AND MEMBERSHIPS | $14,754 | $2,951 | $33,509 |
| INSURANCE | $20,168 | $4,034 | $22,115 |
| POSTAGE | $2,345 | $469 | $1,064 |
| WEBSITE LINK AND MAINTENANCE FEES | $22,683 | $4,537 | $0 |
| EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE | $68,025 | $13,605 | $58,059 |
| MISCELLANEOUS | $12,988 | $2,598 | $8,817 |
| PROGRAM EXPENSES | $61,563 | $0 | $17,030 |
| NONPROFIT EVENTS SUPPORT | $23,975 | $0 | $9,200 |
| ACCOUNTING CARRYOVER | $9,800 | $0 | $0 |
| PENSION PLAN - PMMC | $57,679 | $0 | $0 |
| SEMINAR EXPENSE | $27,245 | $0 | $37,038 |
| 5TH YEAR ANNIVERSARY SPONSORSHIP | $367 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONOR ADVISED FUND FEE INCOME | Desc |
| Revenue And Expenses Per Books | $91 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $91 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NONOPERATING INCOME | Desc |
| Amt | $16,335 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION EXPENSE | Desc |
| BOY Book Value | $23,480,293 | BOYBookValueAmt |
| EOY Book Value | $29,735,747 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND ADVISORY FEES | $56,855 | $56,855 | $0 |
| CONSULTING | $298,581 | $59,716 | $93,576 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $66,854 | $23,428 | $84,041 |
| EXCISE TAX | $72,000 | $0 | $0 |