INDEPENDENCE BLUE CROSS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENCE BLUE CROSS FOUNDATION (EIN 36-4685801)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349104070
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:11:06-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364685801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Independence Blue Cross Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % G KENNETH ROBINSON III | InCareOfNm |
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 2152414065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lorina Marshall-Blake | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2152414065 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lorina | PersonFirstNm |
| Person Last | Marshall-Blake | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,156,525 | 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 | $30,140,412 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,624,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,621,341 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,006,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,818,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,006,949 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,771,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,628,290 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $7,132 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,132 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $351,571 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $351,571 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $98,192 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $310 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $310 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $483,056 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $423,057 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,999 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $955,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $423,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $434,612 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,576,089 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,529,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,531,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $423,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,964,522 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,239,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,205,233 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,354,989 | CashBOYAmt |
| Cash EOY | $4,255,347 | CashEOYAmt |
| Cash EOYFMV | $4,255,347 | CashEOYFMVAmt |
| Acct Rcvbl | $205,883 | AcctRcvblAmt |
| Acct Rcvbl BOY | $270,149 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $205,883 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $205,883 | AcctRcvblEOYFMVAmt |
| Grants Receivable EOY | $7,613 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $7,613 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers EOY | $30,000,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $30,000,000 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $12,687,064 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,093,821 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,093,821 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,212,607 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,997,677 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,997,677 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,934,354 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,529,531 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,529,531 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $40,041,802 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,066,653 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,066,653 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $94,500,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,156,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,156,525 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $108,461 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,321 | AccountsPayableEOYAmt |
| Grants Payable BOY | $409,349 | GrantsPayableBOYAmt |
| Grants Payable EOY | $25,000 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $587,510 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $997,928 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $165,298 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $177,199 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,270,618 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,203,448 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $93,230,347 | RetainedEarningBOYAmt |
| Retained Earning EOY | $127,953,077 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,230,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,953,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,500,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,156,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,230,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,239,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,483,199 | OtherIncreasesAmt |
| Subtotal | $127,953,077 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $127,953,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHMENT | PropertyDesc |
| Acquired | 2020-12-31 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $58,818,080 | GrossSalesPriceAmt |
| Cost Or Other Basis | $53,811,131 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,006,949 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,006,949 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,006,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86,253 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $86,253 | SubtotalAmt |
| Tax Based On Investment Income | $86,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,239 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $87,239 | TotalPaymentsAndCreditsAmt |
| Overpayment | $986 | OverpaymentAmt |
| Applied To ES Tax | $986 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.ibxfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G KENNETH ROBINSON III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2152414065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Patrick B Gillespie | ||||||||
| 4170 Woodhaven Road | Philadelphia | PA | 19154 | Chairman of Board of Directors | 0.5 | $0 | $0 | $0 |
| Lorina L Marshall-Blake | ||||||||
| 1901 Market Street | Philadelphia | PA | 19103 | President | 1.5 | $0 | $0 | $0 |
| Juan A Lopez Jr | ||||||||
| 1901 Market Street | Philadelphia | PA | 19103 | Treasurer | 0.5 | $0 | $0 | $0 |
| Lilton R Taliaferro Jr Esq | ||||||||
| 1901 Market Street | Philadelphia | PA | 19103 | Secretary | 1.5 | $0 | $0 | $0 |
| Joan P Hilferty | ||||||||
| 1901 Market Street | Philadelphia | PA | 19103 | Director | 0.5 | $0 | $0 | $0 |
| Paul A Tufano Esq | ||||||||
| 1901 Market Street | Philadelphia | PA | 19103 | Director | 0.5 | $0 | $0 | $0 |
| Christopher Cashman | ||||||||
| 1901 Market Street | Philadelphia | PA | 19103 | Director | 0.5 | $0 | $0 | $0 |
| Richard L Snyder M D | ||||||||
| 1901 Market Street | Philadelphia | PA | 19103 | Director | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $87,428,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,271,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,700,881 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $92,700,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,390,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,310,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,565,518 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,565,518 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86,253 | TotalTaxAmt |
| Distributable Before Adj | $4,479,265 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,479,265 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,479,265 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,964,522 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,964,522 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,964,522 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,479,265 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,100,527 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,059,154 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,148,418 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,893,815 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,506,763 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,708,677 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,964,522 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,479,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,485,257 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,193,934 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,100,527 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,093,407 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,059,154 | ExcessFromYear4Amt |
| Excess From Year3 | $2,148,418 | ExcessFromYear3Amt |
| Excess From Year2 | $1,893,815 | ExcessFromYear2Amt |
| Excess From Year1 | $1,506,763 | ExcessFromYear1Amt |
| Excess From Current Year | $1,485,257 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | wwwibxfoundationorg | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 Market Street 37th Floor | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8554223386 | RecipientPhoneNum |
| Form And Info And Materials | Applications are submitted to the Foundation through its website (www.ibxfoundation.org), which describes several categories of grant applications that may be accepted by the Foundation. These include applications for grants to support "safety net clinics" that provide medical services to vulnerable populations in underserved areas of the community, grants to nursing schools to fund student scholarships, and "innovation grants" supporting innovative projects and initiatives that seek to advance the practice and delivery of healthcare. The form of application, the information and materials required to be included, submission deadlines, grant criteria, and the form of grant agreement to be entered into with the Foundation may vary depending on the type of grant sought by the applicant. The website includes contact information if additional information is needed. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Submission deadlines may vary depending on the type of grant sought by the applicant. The website in | SubmissionDeadlinesTxt |
| Restrictions On Awards | In general, the Foundation seeks to support, advance, and raise funds for health care, health education, wellness, medical training and medical research. More specifically, the Foundation is interested in making grants that further its core mission of enhancing the delivery of healthcare and improving health, wellness and quality of life in communities throughout southeastern Pennsylvania. The Foundation's goals include improving access to quality, affordable healthcare; supporting education in health-related vocations; and supporting programs to improve health and wellness. At present, grant awards are generally limited to recipients located in, or carrying out grant purposes in, the following Pennsylvania counties: Philadelphia, Montgomery, Delaware, Bucks and Chester. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABINGTON HEALTH CHILDREN'S CLINIC - LANDSALE HOSPI | |||||||
| 51 MEDICAL CAMPUS DRIVE | LANDSDALE | PA | 19446 | PC | CORE SUPPORT | $30,000 | |
| Abington Hospital Dental Clinic | |||||||
| 1200 Old York Road | Abington | PA | 19001 | PC | Core support | $30,000 | |
| Albert Einstein Healthcare Network - Community Pra | |||||||
| 5501 Old York Road | Philadelphia | PA | 19141 | PC | Core support | $40,000 | |
| Angels in Motion | |||||||
| 9883 Cowden Street | Philadelphia | PA | 19115 | PC | Add an additional Certified Recovery Specialist (CRS) to increase Naloxone training and distribution and provide treatment navigation across Philadelphia's 10 mobile syringe service locations | $15,000 | |
| Ann Silverman Community Health Clinic | |||||||
| 595 W State Street | DOYLESTOWN | PA | 18901 | PC | Core support | $70,000 | |
| Ann Silverman Community Health Clinic | |||||||
| 595 W State Street | Doylestown | PA | 18901 | PC | Technology and medical devices for in home monitoring to expand quality and reach of telehealth services | $25,000 | |
| Aqueduct | |||||||
| 3401 Civic Center Blvd | Philadelphia | PA | 19104 | PC | Study on impact of SARS-CoV-2 lockdown on preterm birth and prenatal care usage | $150,000 | |
| Bhutanese American Organization - P (BAOP) | |||||||
| 2507 S 7th Street | Philadelphia | PA | 19148 | PC | Support the Senior Engagement-Arresting Emotional Health Concerns project | -$5,000 | |
| Bucks Count Drug and Alcohol Commission | |||||||
| 55 E Court Street 4th Floor | Doylestown | PA | 18901 | PC | Ensure that prescribers working in four of the Bucks County hospital emergency departments (EDs) are able to obtain their x-waiver allowing them to prescribe Buprenorphine. | $11,500 | |
| Bucks County Community College - Undergraduate Nur | |||||||
| 275 Swamp Road | Newtown | PA | 18940 | PC | Undergraduate nursing scholarships | $22,559 | |
| Caron Treatment Centers | |||||||
| 401 Plymouth Road Suite 325 | Plymouth Meeting | PA | 19462 | PC | Opioid related education and prevention | $100,000 | |
| ChesPenn Health Services Inc Center for Family H | |||||||
| 744 Lincoln Highway | Coatesville | PA | 19320 | PC | Core support | $200,000 | |
| Colorectal Cancer Alliance | |||||||
| 1025 Vermont Avenue NW Suite 1066 | Washintgon | DC | 20005 | PC | Support for CCA campaign and outreach to raise awareness in African American and communities of color | $25,000 | |
| Community College of Philadelphia - Undergraduate | |||||||
| 1700 Spring Garden Street | Philadelphia | PA | 19130 | PC | Undergraduate nursing scholarships | $33,061 | |
| Community Volunteers In Medicine Inc | |||||||
| 300B Lawrence Drive | West Chester | PA | 19380 | PC | Core support | $100,000 | |
| Community Volunteers In Medicine Inc | |||||||
| 300B Lawrence Drive | West Chester | PA | 19380 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care | $23,000 | |
| Community Volunteers In Medicine Inc | |||||||
| 300B Lawrence Drive | West Chester | PA | 19380 | PC | Support for nursing intern | $6,000 | |
| Congreso de Latinos Unidos Inc | |||||||
| 412 W Lehigh Avenue | Philadelphia | PA | 19133 | PC | Core support | $50,000 | |
| Congreso de Latinos Unidos Inc | |||||||
| 412 W Lehigh Avenue | Philadelphia | PA | 19133 | PC | Technology and in home devices to expand quality and reach of telehealth services as well as infection control infrastructure on site | $21,250 | |
| CORA Services Inc - Alternative Peer Group (APG) | |||||||
| 8540 Verree Road | Philadelphia | PA | 19111 | PC | Parent/caregiver support call system to provide early counseling intervention and academic support helplines as well as occupational and speech therapy telehealth videoconferencing. | $24,300 | |
| Covenant House Pennsylvania - CH PENNSYLVANIA UND | |||||||
| 31 E Armat Street | Philadelphia | PA | 19144 | PC | Core support | $15,000 | |
| Dauphin County | |||||||
| 112 Market Street 7th Floor | Harrisburg | PA | 17101 | PC | Mobile COVID-19 testing and education for Latinx and Hispanic populations | $25,000 | |
| Dauphin County Economic Development Corp | |||||||
| 112 Market Street 7th Floor | Harrisburg | PA | 17101 | PC | Expansion to 10 additional locations for CATE Mobile COVID-19 testing and education for Latinx and Hispanic populations | $100,000 | |
| David's New Day | |||||||
| 33 Summer Drive | Holland | PA | 18966 | PC | Supporting Treatment and Overdose Prevention Grant - Recovery Support | $10,000 | |
| Delaware County Community College | |||||||
| 901 S Media Line Road | Media | PA | 19063 | PC | Undergraduate nursing scholarships | $44,341 | |
| Delaware Valley Community Health Inc Fairmount P | |||||||
| 1412 Fairmount Avenue | Philadelphia | PA | 19130 | PC | Core support | $200,000 | |
| Drexel University | |||||||
| 3141 Chestnut Street | Philadelphia | PA | 19104 | PC | Community Innovation Grant - Good Life Model | $50,000 | |
| Drexel University | |||||||
| 3141 Chestnut Street | Philadelphia | PA | 19104 | PC | Support for nursing intern | $7,500 | |
| Drexel University - Undergraduate Nursing Scholars | |||||||
| 3141 Chestnut Street | Philadelphia | PA | 19104 | PC | Undergraduate nursing scholarships | $149,956 | |
| Eastern Center for Arts and Technology - Undergrad | |||||||
| 3075 Terwood Road | Willow Grove | PA | 19090 | PC | Undergraduate nursing scholarships | $14,780 | |
| Eastern University - Undergraduate Nursing Scholar | |||||||
| 1300 Eagle Road | St Davids | PA | 19087 | PC | Undergraduate nursing scholarships | $9,983 | |
| Ed Snider Hockey Foundation | |||||||
| 3601 S Broad Street | Philadelphia | PA | 19148 | PC | Emergency food distribution to families impacted economically and living in high need areas of Kensington | $25,000 | |
| Esperanza Health Center Inc | |||||||
| 4417 N 6th Street | Philadelphia | PA | 19140 | PC | Nursing Internship Program | $7,500 | |
| Esperanza Health Center Inc | |||||||
| 4417 N 6th Street | Philadelphia | PA | 19140 | PC | Core support | $100,000 | |
| Esperanza Health Center Inc Kensington & Alleghen | |||||||
| 861 E Allegheny Avenue | Philadelphia | PA | 19134 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care | $25,000 | |
| Face to Face Inc | |||||||
| 123 E Price Street | Philadelphia | PA | 19144 | PC | Core support | $15,000 | |
| Family Support line of Delco Inc | |||||||
| 100 W 6th Street Suite 1 | Media | PA | 19063 | PC | In response to COVID-19, sexual abuse prevention and education programming will be made accessible digitally through The Prevention Awareness Campaign | $25,000 | |
| Family Practice Counseling Network Abbottsford | |||||||
| 4700 Wissahickon Ave Building D | Philadelphia | PA | 19144 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care | $20,910 | |
| Family Practice Counseling Network Health Annex | |||||||
| 807 N 48th St | Philadelphia | PA | 19139 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care | $20,910 | |
| Greater Philadelphia Health Action Inc Southest | |||||||
| 1401 S 31st Street 2nd Floor | Philadelphia | PA | 19146 | PC | Core support | $50,000 | |
| Greater Philadelphia Health Action Dental Clinic | |||||||
| 5501 Woodland Avenue | Philadelphia | PA | 19143 | PC | PPE for dental operations | $25,000 | |
| Gwynedd Mercy University Adult Health Center | |||||||
| 51 Medical Campus Drive | Landsdale | PA | 19446 | PC | Core support | $50,000 | |
| Gwynedd Mercy University Adult Health Center | |||||||
| 51 Medical Campus Drive | Landsdale | PA | 19446 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care | $23,450 | |
| Gwynedd-Mercy University - Undergraduate Nursing S | |||||||
| 1325 Sumneytown Pike | Gwynedd Valley | PA | 19437 | PC | Undergraduate nursing scholarships | $62,881 | |
| Harcum College Dental Clinic | |||||||
| 750 Montgomery Avenue | Bryn Mawr | PA | 19010 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care | $23,485 | |
| Harcum College - The Cohen Dental Center | |||||||
| 750 Montgomery Avenue | Bryn Mawr | PA | 19010 | PC | Core support | $30,000 | |
| Harcum College - Undergraduate Nursing Scholarship | |||||||
| 750 Montgomery Avenue | Bryn Mawr | PA | 19010 | PC | Undergraduate nursing scholarships | $5,445 | |
| HealthLink Dental Clinic Inc | |||||||
| 1775 Street Road | Southampton | PA | 18966 | PC | Core support | $25,000 | |
| Holy Family University - Undergraduate Nursing Sch | |||||||
| 9801 Frankford Avenue | Philadelphia | PA | 19114 | PC | Undergraduate nursing scholarships | $95,035 | |
| Immaculata University - Undergraduate Nursing Scho | |||||||
| 1145 King Road | Immaculata | PA | 19345 | PC | Undergraduate nursing scholarships | $30,209 | |
| It Takes Philly | |||||||
| 419 Johnson Street | Jenkintown | PA | 19046 | PC | COVID-19 support | $125,000 | |
| Jefferson Abington Dental | |||||||
| 1200 Old York Rd | Abington | PA | 19001 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care | $13,760 | |
| Jefferson Abington Health Children's Clinic | |||||||
| 100 Medical Campus Drive | Landsdale | PA | 19446 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care and telehealth | $25,000 | |
| Kids Smiles Inc | |||||||
| 2900 Island Avenue Suite 2924 | Philadelphia | PA | 19153 | PC | Core support | $75,000 | |
| Kids Smiles Inc Dental Clinic Southwest | |||||||
| 2900 Island AvenueSuite 2924 | Philadelphia | PA | 19153 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care and education | $25,000 | |
| Kids Smiles Inc Dental Clinic West | |||||||
| 5828 Market Street | Philadelphia | PA | 19139 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care and education | $25,000 | |
| La Communidad Hispana Inc | |||||||
| 731 W Cypress St | Kennett Square | PA | 19348 | PC | Support for nursing intern | $6,800 | |
| La Comunidad Hispana Inc Health Center | |||||||
| 303 N 3rd Street Suite 2 | Oxford | PA | 19363 | PC | PPE and cleaning supplies for clinic operations | $25,000 | |
| La Communidad Hispana Inc - Kennet Square | |||||||
| 731 W Cypress Street | Kennett Square | PA | 19348 | PC | Core support | $100,000 | |
| LaSalle University - Undergraduate Nursing Scholar | |||||||
| 1900 W Olney Avenue | Philadelphia | PA | 19141 | PC | Undergraduate nursing scholarships | $56,330 | |
| Manor College Dental Center | |||||||
| 700 Fox Chase Road | Jenkintown | PA | 19046 | PC | Core support | $25,000 | |
| Manor College Dental Clinic | |||||||
| 700 Fox Chase Rd | Jenkintown | PA | 19046 | PC | Tools and infrastructure to come into compliance with CDC recommendations to deliver preventative dental health care and telehealth infrastructure | $25,000 | |
| Mazzoni Center | |||||||
| 1348 Bainbridge Street | Philadelphia | PA | 19147 | PC | Nursing Internship Program | $6,000 | |
| Mazzoni Center | |||||||
| 1348 Bainbridge Street | Philadelphia | PA | 19147 | PC | Core support | $75,000 | |
| Mazzoni Center | |||||||
| 1348 Bainbridge Street | Philadelphia | PA | 19147 | PC | Technology to expand telehealth, infection control infrastructure and PPE | $25,000 | |
| Montgomery County Community College - Undergraduat | |||||||
| 340 Dekalb Pike | Blue Bell | PA | 19422 | PC | Undergraduate nursing scholarships | $38,247 | |
| National Nurse-Led Care Consortium | |||||||
| c/o National Nurse-Led Care Consort | Philadelphia | PA | 19102 | PC | Nursing Internship Program | $22,500 | 1500 Market Street Suite 1500 LM- |
| Neumann University - Undergraduate Nursing Scholar | |||||||
| 1 Neumann Drive | Aston | PA | 19014 | PC | Undergraduate nursing scholarships | $54,065 | |
| One Day At A Time Inc (ODAAT) | |||||||
| 2532 N Broad Street | Philadelphia | PA | 19132 | PC | Infection control infrastructure and PPE for mobile street outreach and drop in center in Kensington | $25,000 | |
| Pathways to Housing Clinic PA | |||||||
| 5201 Old York Road | Philadelphia | PA | 19141 | PC | Technology to expand telehealth | $25,000 | |
| Pathways to Housing PA Medical Clinic | |||||||
| 5201 Old York Road | Philadelphia | PA | 19141 | PC | Core support | $15,000 | |
| Penn State Abington - Undergraduate Nursing Schola | |||||||
| 1600 Woodland Road | Abington | PA | 19001 | PC | Undergraduate nursing scholarships | $10,502 | |
| Philadelphia College of Osteopathic Medicine Healt | |||||||
| 4170 City Avenue | Philadelphia | PA | 19131 | PC | Core support | $50,000 | |
| Philadelphia College of Osteopathic Medicine Healt | |||||||
| 2100 West Cambria Street | Philadelphia | PA | 19131 | PC | Technology to expand telehealth | $25,000 | |
| Philadelphia College of Osteopathic Medicine Heal | |||||||
| 4190 City Avenue | Philadelphia | PA | 19131 | PC | Technology to expand telehealth | $25,000 | |
| Philadelphia College of Osteopathic Medicine Healt | |||||||
| 4148 Lancaster Avenue | Philadelphia | PA | 19104 | PC | Technology to expand telehealth | $25,000 | |
| Philadelphia FIGHT | |||||||
| 1233 Locust Street | Philadelphia | PA | 19107 | PC | Core support | $50,000 | |
| Philadelphia FIGHT | |||||||
| 1233 Locust Street | Philadelphia | PA | 19107 | PC | Technology to expand telehealth, infection control infrastructure, and PPE | $25,000 | |
| Philip Jaisohn Memorial Foundation - Lansdale | |||||||
| 51 Medical Campus Drive | Landsdale | PA | 19446 | PC | Core support | $80,000 | |
| PHLCOVID19 Fund | |||||||
| 1835 Market Street Suite 2410 | Philadelphia | PA | 19103 | PC | COVID-19 stabilization grants, general operating and long-term challenges associated with COVID-19 | $500,000 | |
| Project HOME - Stephen Klein Wellness Center | |||||||
| 2144 Cecil B Moore Avenue | Philadelphia | PA | 19121 | PC | Core support | $75,000 | |
| Public Health Management Corporation | |||||||
| 1500 Market Street Centre Square E | Philadelphia | PA | 19102 | PC | Nursing Internship Program | $52,500 | LM - Rm 500 - West Tower |
| Public Health Management Corporation Care Clinic | |||||||
| 1200 Callowhill Street 101 | Philadelphia | PA | 19123 | PC | Core support | $170,000 | |
| Puentes de Salud | |||||||
| 1700 South Street | Philadelphia | PA | 19146 | PC | Nursing Internship Program | $7,000 | |
| Puentes de Salud | |||||||
| 1700 South Street | Philadelphia | PA | 19146 | PC | Core support | $75,000 | |
| Resources for Human Development - Family Practice | |||||||
| 4700 Wissahickon Avenue | Philadelphia | PA | 19144 | PC | Core support | $120,000 | |
| Rock Ministries of Philadelphia | |||||||
| 2755 Kensington Avenue | Philadelphia | PA | 19134 | PC | Expanding services to homeless and extremely vulnerable addicts, creating a street-level drop in center where immediate access to treatment will be provided | $20,000 | |
| Salus University - The Eye Institute | |||||||
| 1200 W Godfrey Avenue | Philadelphia | PA | 19141 | PC | Core support | $25,000 | |
| Spectrum Health Services | |||||||
| 5201 Haverford Ave | Philadelphia | PA | 19139 | PC | Nursing Internship Program | $14,000 | |
| Spectrum Health Service Inc | |||||||
| 5201 Haverford Avenue | Philadelphia | PA | 19139 | PC | Core support | $60,000 | |
| St Christopher's Foundation For Children - Commun | |||||||
| 1800 John F Kennedy Boulevard Suit | Philadelphia | PA | 19103 | PC | Core support | $30,000 | |
| St Mary Medical Center - Community Ministries | |||||||
| 1201 Langhorne-Newtown Road | Langhorne | PA | 19047 | PC | Technology to expand telehealth | $25,000 | |
| St Mary Mother Bachmann Maternity Center & Childr | |||||||
| 2546 Knights Road | Bensalem | PA | 19020 | PC | Targeted project | $100,000 | |
| Stephen Klein Wellness Center | |||||||
| 2144 Cecil B Moore Ave | Philadelphia | PA | 19121 | PC | Nursing Internship Program | $13,500 | |
| Stephen & Sandra Sheller 11th Street Family Health | |||||||
| 850 N 11th Street | Philadelphia | PA | 19123 | PC | Core support | $100,000 | |
| Temple University - Doctoral Nursing Scholarships | |||||||
| 3307 N Broad Street | Philadelphia | PA | 19122 | PC | Doctoral of nursing practice scholarships | -$1 | |
| Temple University - Undergraduate Nursing Scholars | |||||||
| 3307 N Broad Street | Philadelphia | PA | 19122 | PC | Undergraduate nursing scholarships | $42,266 | |
| The Clinic | |||||||
| 143 Church Street | Phoenixville | PA | 19460 | PC | Nursing Internship Program | $6,575 | |
| The Clinic | |||||||
| 143 Church Street | Phoenixville | PA | 19460 | PC | Core support | $75,000 | |
| The Clinic | |||||||
| 143 Church Street | Phoenixville | PA | 19460 | PC | Technology to expand telehealth in partnership with Comcast | $23,000 | |
| The Philip Jaisohn Memorial Foundation Inc Healt | |||||||
| 6705 Old York Road | Philadelphia | PA | 19126 | PC | Technology to expand telehealth | $25,000 | |
| Thomas Jefferson University - Undergraduate Nursin | |||||||
| 130 S 9th Street | Philadelphia | PA | 19107 | PC | Undergraduate nursing scholarships | $117,348 | |
| University of Pennsylvania - Undergraduate Nursing | |||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | PC | Undergraduate nursing scholarships | $105,620 | |
| Urban Affairs Coalition | |||||||
| 1207 Chesnut Street Suite 700 | Philadelphia | PA | 19107 | PC | Coalition U Workshops | -$5,000 | |
| Villanova University - Undergraduate Nursing Schol | |||||||
| 800 Lancaster Avenue | Villanova | PA | 19085 | PC | Undergraduate nursing scholarships | $58,822 | |
| Vision To Learn - Eagles Eye Mobile | |||||||
| 12100 Wilshire Blvd Suite 1275 | Los Angeles | CA | 90025 | PC | Core support | $75,000 | |
| Vision To Learn | |||||||
| 12100 Wilshire Blvd Suite 1275 | Los Angeles | CA | 90025 | PC | Bridge the additional costs for eye exams with new protocols in place for 265 children | $25,000 | |
| VNA-Community Services | |||||||
| 1421 Highland Avenue | Abington | PA | 18976 | PC | Support for nursing intern | $7,000 | |
| VNA-Community Services Inc - Ginny Coombs Childr | |||||||
| 1421 Highland Avenue | Abington | PA | 18976 | PC | Core support | $40,000 | |
| VNA - Community Services Inc Health Center | |||||||
| 1421 Highland Avenue | Abington | PA | 18976 | PC | Technology to expand telehealth, infection control infrastructure and PPE | $16,850 | |
| West Chester University - Undergraduate Nursing Sc | |||||||
| 700 S High Street | West Chester | PA | 19382 | PC | Undergraduate nursing scholarships | $45,458 | |
| The West Philadelphia Community Mental Health Cons | |||||||
| 3801 Market Street Suite 201 | Philadelphia | PA | 19104 | PC | Technology to expand telehealth to bridge the gap in behavioral health services | $24,847 | |
| Widener University - Undergraduate Nursing Scholar | |||||||
| One University Place | Chester | PA | 19013 | PC | Undergraduate nursing scholarships | $93,866 | |
| YMCA of Greater Brandywine - Expansion of the Live | |||||||
| 1 East Chestnut Street | West Chester | PA | 19380 | PC | Expansion of the LiveStrong at the Y: helping cancer survivors through working to improve functional capacity and improving quality of life through a fitness and strength training program | -$10,000 | |
| Youth Service Inc | |||||||
| 410 N 34th Street | Philadelphia | PA | 19104 | PC | Core support | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,529,910 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Colorectal Cancer Alliance | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 Vermont Avenue NW Suite 1066 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Support for CCA campaign and outreach to raise awareness in African American and communities of color | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,624,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,006,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,631,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,631,069 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (21 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| IBEW Local Union 98 | ||||||
| 1 | 1701 SPRING GARDEN STREET | PHILADELPHIA | PA | 19130 | $7,500 | Yes (X) |
| Inovalon | ||||||
| 2 | 4321 COLLINGTON ROAD | BOWIE | MD | 20716 | $7,500 | Yes (X) |
| Northmarq Advisors | ||||||
| 3 | 4 NESHAMINY INTERPLEX SUITE 106 | TREVOSE | PA | 19053 | $6,000 | Yes (X) |
| OptumInsight Inc | ||||||
| 4 | 13625 TECHNOLOGY DRIVE | EDEN PRAIRIE | MN | 55344 | $6,000 | Yes (X) |
| Chartwell Investment | ||||||
| 5 | 1205 WESTLAKES DRIVE SUITE 100 | BERWYN | PA | 19312 | $5,000 | Yes (X) |
| Elliott-Lewis Corporation | ||||||
| 6 | 2900 BLACK LAKE PLACE | PHILADELPHIA | PA | 19154 | $5,000 | Yes (X) |
| Kistler-Tiffany Benefits | ||||||
| 7 | 899 CASSATT ROAD SUITE 200 | BERWYN | PA | 19312 | $5,000 | Yes (X) |
| Marsh | ||||||
| 8 | 1717 ARCH STREET SUITE 1100 | PHILADELPHIA | PA | 19103 | $5,000 | Yes (X) |
| Multiplan | ||||||
| 9 | 2273 RESEARCH BLVD SUITE 300 | ROCKVILLE | MD | 20850 | $5,000 | Yes (X) |
| Obermeyer Rebmann Maxwell Hippel | ||||||
| 10 | 1500 MARKET ST SUITE 3400 CENTRE | PHILADELPHIA | PA | 19102 | $5,000 | Yes (X) |
| Trion | ||||||
| 11 | 2300 RENAISSANCE BLVD | KING OF PRUSSIA | PA | 19406 | $5,000 | Yes (X) |
| Accenture1 | ||||||
| 12 | 2005 MARKET STREET SUITE 1500 | PHILADELPHIA | PA | 19103 | $7,500 | Yes (X) |
| Prime Therapeutics | ||||||
| 13 | 5600 West 84th Street | Bloomington | MN | 55437 | $7,500 | Yes (X) |
| Flexible Benefits | ||||||
| 14 | PO BOX 873 | VALLEY FORGE | PA | 19482 | $6,000 | Yes (X) |
| Accenture2 | ||||||
| 15 | 2005 MARKET STREET SUITE 1500 | PHILADELPHIA | PA | 19103 | $5,000 | Yes (X) |
| Canon Solutions America | ||||||
| 16 | 1650 MARKET STREET SUITE 300 | PHILADELPHIA | PA | 19103 | $5,000 | Yes (X) |
| Glenmede Trust Company | ||||||
| 17 | 3001 Timothys Trail | Audubon | OR | 19403 | $5,000 | Yes (X) |
| HM insurance Group | ||||||
| 18 | 3031 WALTON RD BUILDING C / SUITE 2 | PLYMOUTH MEETING | PA | 19422 | $5,000 | Yes (X) |
| Steamfitters Local Union 420 | ||||||
| 19 | 14420 TOWNSEND RD SUITE A | PHILADELPHIA | PA | 19154 | $5,000 | Yes (X) |
| Deloitte and Touche LLP | ||||||
| 20 | 1700 MARKET STREET | PHILADELPHIA | PA | 19103 | $6,000 | Yes (X) |
| Independence Health Group Inc | ||||||
| 21 | 1901 MARKET STREET | PHILADELPHIA | PA | 19103 | $30,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT EXPENSE | CategoryTxt |
| Amt | $15,600 | Amt |
| Disbursements Charitable Prps | $15,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHMENT | BondNm |
| EOY Book Value | $15,529,531 | EOYBookValueAmt |
| EOYFMV | $15,529,531 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT | StockNm |
| EOY Book Value | $45,997,677 | EOYBookValueAmt |
| EOYFMV | $45,997,677 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,093,821 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,093,821 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHMENT | CategoryOrItemTxt |
| Book Value | $27,066,653 | BookValueAmt |
| EOYFMV | $27,066,653 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,132 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,132 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROFESSIONAL AND TRADE ASSOCIA | $500 | $500 | |
| PUBLIC COMMUNICATIONS | $55,849 | $55,849 | |
| LICENSES AND FEES | $300 | $300 | |
| BUILDING SERVICES | $950 | $950 | |
| GOLF OUTING EXPENSE | $2,400 | $2,400 | |
| BANK/INVESTMENT EXPENSE | $423,057 | $423,057 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENT | Desc |
| Amt | $4,483,199 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX | Desc |
| BOY Book Value | $165,298 | BOYBookValueAmt |
| EOY Book Value | $177,199 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RESEARCH AND PROGRAM EVALUATIO | CategoryTxt |
| Amt | $351,571 | Amt |
| Disbursements Charitable Prps | $351,571 | DisbursementsCharitablePrpsAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | DUE FROM KHPE | BorrowerPersonNm |
| Balance Due | $30,000,000 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX EXPENSE | $86,292 |
| DEFERRED INCOME TAX | $11,900 |