CEDARCREST CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CEDARCREST CHARITABLE FOUNDATION (EIN 27-3420282)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-31
- IRS object ID
- 202512129349100801
- Schema version
- 2024v5.2
- 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
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-31T07:25:11-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273420282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CEDARCREST CHARITABLE FOUNDATION AKA | BusinessNameLine1Txt |
| Business Name Line2 | BLBB CHARITABLE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CEDA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Clifford P Haugen | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,982,567 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,219 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,219 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $754,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $754,157 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,190,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,678,435 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,190,653 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$35,094 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,988,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,930,935 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $418,543 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,198 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $241,345 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,500 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,928 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,928 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $190,033 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,392 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $701,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $345,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,568,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,568,403 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,269,614 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,914,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,718,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,753,620 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,147,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $735,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $735,422 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $293,977 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $35,860,694 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,709,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,292,896 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,680,639 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,366,069 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,954,249 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,983,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,810,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,982,567 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $39,983,091 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,810,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,983,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,810,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,983,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,810,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,983,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,718,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $109,334 | OtherIncreasesAmt |
| Subtotal | $42,810,860 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $42,810,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $21,678,435 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,487,782 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,190,653 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,190,653 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,190,653 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,075 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $66,075 | SubtotalAmt |
| Tax Based On Investment Income | $66,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,302 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $67,502 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,427 | OverpaymentAmt |
| Applied To ES Tax | $1,427 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Laura W Brewer | ||||||||
| PO BOX 1010 | MONTGOMERYVILLE | PA | 18936 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Diana Loukedis Doherty | ||||||||
| PO BOX 1010 | MONTGOMERYVILLE | PA | 18936 | Dir | 1.0 | $0 | $0 | $0 |
| Clifford Haugen | ||||||||
| PO BOX 1010 | MONTGOMERYVILLE | PA | 18936 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| W Dean Karrash | ||||||||
| PO BOX 1010 | MONTGOMERYVILLE | PA | 18936 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| John T Lawton | ||||||||
| PO BOX 1010 | MONTGOMERYVILLE | PA | 18936 | Dir, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLB&B Holdings LLC | |||||
| PO Box 1010 | Montgomeryville | PA | 18936 | Philanthropic srvcs | $227,996 |
| BLB&B Advisors LLC | |||||
| PO BOX 1010 | MONTGOMERYVILLE | PA | 18936 | Investment Mgmt | $177,198 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $76,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,794,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,212,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,022,165 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,028,923 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,028,923 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $720,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,308,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,365,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,365,424 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,075 | TotalTaxAmt |
| Distributable Before Adj | $2,299,349 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,299,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,299,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,914,068 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $184 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,914,252 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,299,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,647,006 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,914,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,647,006 | AppliedToYear1Amt |
| Applied To Current Year | $267,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,032,103 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BLBB CHARITABLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1010 | AddressLine1Txt |
| City | MONTGOMERYVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | charitable@blbb.com | RecipientEmailAddressTxt |
| Form And Info And Materials | HTTPS://BLBB.COM/CHARITABLE/#GRANTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HTTPS://BLBB.COM/CHARITABLE/#GRANTS | SubmissionDeadlinesTxt |
| Restrictions On Awards | BLBB CHARITABLE SUPPORTS INITIATIVES THAT HELP PEOPLE DISCOVER THEIR TRUE AND FULL POTENTIAL THROUGH EDUCATIONAL AND LEADERSHIP OPPORTUNITIES MAINLY IN THE GREATER PHILADELPHIA REGION. BLBB CHARITABLE ALSO PROMOTES THE CHARITABLE GIVING AND COMMUNITY SERVICE EFFORTS OF THE PARTNERS AND EMPLOYEES OF BLB&B ADVISORS, LLC BY PROVIDING MATCHING FUND AND VOLUNTEER INCENTIVE GRANTS FOR COMMUNITY LEADERSHIP. BLBB CHARITABLE DOES NOT ACCEPT UNSOLICITED FULL PROPOSALS, BUT FOR INFORMATION ABOUT SUBMISSION OF LETTERS OF INTENT AND ADDITIONAL INFORMATION ABOUT GIVING AREAS, PLEASE GO TO: HTTPS://BLBB.COM/CHARITABLE/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (207 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | Family Self-Sufficiency Program | $30,000 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | General Support (Employee Matching) | $1,000 |
| ACHIEVEABILITY | |||||||
| 5901 MARKET ST STE 410 | PHILADELPHIA | PA | 19139 | N/A | PC | Charitable Event | $2,000 |
| ALONG THE WAY INC | |||||||
| PO BOX 711 | SOUDERTON | PA | 18964 | N/A | PC | General Support (Employee Matching) | $1,000 |
| ALONG THE WAY INC | |||||||
| PO BOX 711 | SOUDERTON | PA | 18964 | N/A | PC | Bucks County Pathway Project | $25,000 |
| AMBLER THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Purpose (Board Leadership) | $5,000 |
| AMBLER THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| AMBLER THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support (Employee Matching) | $760 |
| ARCHBISHOP RYAN HIGH SCHOOL | |||||||
| 11201 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | The Boccella Family Scholarship Fund (Director Discretionary) | $4,000 |
| B INSPIRED PHILADELPHIA INC | |||||||
| 12 W WILLOW GROVE AVE | PHILADELPHIA | PA | 19118 | N/A | PC | B Inspired Philadelphia Intern Leadership Program | $2,000 |
| BEYOND LITERACY | |||||||
| 211 N 13TH ST 4TH FLOOR | PHILADELPHIA | PA | 19107 | N/A | PC | General Support (Employee Matching) | $500 |
| BOWDOIN COLLEGE | |||||||
| 4100 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | PC | Walter Cranston Brewer Fund | $2,000 |
| BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC | |||||||
| PO BOX 685 | NEW HOPE | PA | 18938 | N/A | PC | Strategic Education Extension Project | $12,500 |
| BRUCKNER CHASE OCEAN POSITIVE INC | |||||||
| 1418 ATKINSON AVE | SOMERS POINT | NJ | 08244 | N/A | PC | General Support (Employee Matching) | $1,400 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | General Support for Athletics (Employee Matching) | $2,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Athletic Department (Board Discretionary) | $2,500 |
| BUCKS COUNTY CHORAL SOCIETY INC | |||||||
| PO BOX 702 | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $7,500 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | BLBB Educational Internship Program at Mercer Museum & Fonthill Castle | $20,000 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $5,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Economic Self-Sufficiency Program and Montgomery County Expansion | $50,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support (Employee Matching) | $500 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $600 |
| BUCKS-MONT COLLABORATIVE | |||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | N/A | PC | General & Unrestricted | $1,500 |
| BUCKS-MONT COLLABORATIVE | |||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | N/A | PC | General Support (Director Discretionary) | $7,500 |
| BUCKS-MONT COLLABORATIVE | |||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | N/A | PC | Leadership Development Series | $6,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | General Support (Employee Matching) | $4,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | General & Unrestricted | $7,500 |
| CENTER FOR ELECTION INNOVATION AND RESEARCH INC | |||||||
| 1930 18TH ST NW STE B2 | WASHINGTON | DC | 20009 | N/A | PC | General Support (Employee Matching) | $500 |
| CENTER SCHOOL | |||||||
| 2450 HAMILTON AVE | ABINGTON | PA | 19001 | N/A | PC | Innovation Lab | $10,000 |
| CENTER SCHOOL | |||||||
| 2450 HAMILTON AVE | ABINGTON | PA | 19001 | N/A | PC | Innovation Lab (Director Discretonary) | $5,000 |
| CENTER SCHOOL | |||||||
| 2450 HAMILTON AVE | ABINGTON | PA | 19001 | N/A | PC | Innovation Lab (Director Discretionary) | $5,000 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 1500 WALNUT ST STE 1300 | PHILADELPHIA | PA | 19102 | N/A | PC | Capacity Building for CSFP's "Breaking Barriers" Campaign | $20,000 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 1500 WALNUT ST STE 1300 | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $5,000 |
| CHINCOTEAGUE ISLAND ARTS ORGANIZATION INC | |||||||
| PO BOX 1217 | CHINCOTEAGUE | VA | 23336 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| CHINCOTEAGUE ISLAND LIBRARY INC | |||||||
| 4077 MAIN ST | CHINCOTEAGUE | VA | 23336 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| CHRISTIAN LEGAL CLINICS OF PHILADELPHIA INC | |||||||
| 4455 N 6TH ST SUITE 100 | PHILADELPHIA | PA | 19140 | N/A | PC | General Support (Employee Matching) | $1,000 |
| CHRISTIAN LEGAL CLINICS OF PHILADELPHIA INC | |||||||
| 4455 N 6TH ST SUITE 100 | PHILADELPHIA | PA | 19140 | N/A | PC | General Purpose (Board Leadership) | $5,000 |
| CIVIC NEWS COMPANY | |||||||
| 450 7TH AVE 32ND FL | NEW YORK | NY | 10123 | N/A | PC | General Support (Employee Matching) | $360 |
| COMMUNITY AMBULANCE ASSOCIATION OF AMBLER | |||||||
| PO BOX 98 | AMBLER | PA | 19002 | N/A | PC | General Support (Employee Matching) | $110 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General Support (Employee Matching) | $2,500 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $25,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General Purpose (Board Leadership) | $5,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | Charitable Event | $5,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | Charitable Event | $5,000 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General Support (Director Discretionary) | $4,500 |
| COMMUNITY VOLUNTEERS IN MEDICINE INC | |||||||
| 300B LAWRENCE DR | WEST CHESTER | PA | 19380 | N/A | PC | General Support (Employee Matching) | $4,000 |
| CONSUMER CREDIT COUNSELING SERVICE OF DELAWARE VAL | |||||||
| 1635 MARKET ST | PHILADELPHIA | PA | 19103 | N/A | PC | Montgomery County Financial Empowerment Center Expansion | $50,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | Horizons at Cristo Rey (Employee Matching) | $1,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | Horizons at Cristo Rey | $20,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | General Support (Employee Matching) | $1,000 |
| DELTA COMMUNITY SUPPORTS INC | |||||||
| 1777 SENTRY PKWY W | BLUE BELL | PA | 19422 | N/A | PC | General Purpose (Board Leadership) | $5,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST STE E-2000 | PHILADELPHIA | PA | 19122 | N/A | PC | General Support (Employee Matching) | $200 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST STE E-2000 | PHILADELPHIA | PA | 19122 | N/A | PC | General Purpose (Volunteer Leadership) | $1,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 100 W OXFORD ST STE E-2000 | PHILADELPHIA | PA | 19122 | N/A | PC | General Operating for Academic Support and Enrichment Activities | $25,000 |
| ELS FOR AUTISM FOUNDATION | |||||||
| 18370 LIMESTONE CREEK RD | JUPITER | FL | 33458 | N/A | PC | General Support (Employee Matching) | $500 |
| EVERY GOOD GIFT | |||||||
| 713 MONROE AVE | GLENSIDE | PA | 19038 | N/A | PC | General Support (Employee Matching) | $3,000 |
| EVERY GOOD GIFT | |||||||
| 713 MONROE AVE | GLENSIDE | PA | 19038 | N/A | PC | General Purpose (Board Leadership) | $5,000 |
| FAMILIES BEHIND THE BADGE CHILDRENS FOUNDATION | |||||||
| 555 E N LANE | CONSHOHOCKEN | PA | 19428 | N/A | PC | Charitable Event | $5,000 |
| FAMILY PROMISE MONTCO PA | |||||||
| 31 S SPRING GARDEN ST | AMBLER | PA | 19002 | N/A | PC | General Support (Employee Matching) | $1,440 |
| FAMILY PROMISE MONTCO PA | |||||||
| 31 S SPRING GARDEN ST | AMBLER | PA | 19002 | N/A | PC | Charitable Event | $2,500 |
| FIRST UNITED CHURCH OF CHRIST | |||||||
| 151 S 4TH ST | QUAKERTOWN | PA | 18951 | N/A | PC | general support and kitchen renovation FUND (Director Discretionary) | $2,000 |
| FORT WASHINGTON FIRE COMPANY NO 1 | |||||||
| 1245 FORT WASHINGTON AVE | FT WASHINGTON | PA | 19034 | N/A | PC | General Support (Employee Matching) | $200 |
| FOUNDING FORWARD | |||||||
| PO BOX 67 | VALLEY FORGE | PA | 19481 | N/A | PC | General Support (Employee Matching) | $1,200 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | General Support (Employee Matching) | $3,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Charitable Event | $7,500 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | General Support (Board Leadership) | $5,000 |
| FRIENDS OF THE CYNWYD TRAIL INC | |||||||
| PO BOX 695 | BALA CYNWYD | PA | 19004 | N/A | PC | General Support (Board Leadership) | $5,000 |
| FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY | |||||||
| 520 VIRGINIA DR | FT WASHINGTON | PA | 19034 | N/A | PC | Charitable Event | $5,000 |
| FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY | |||||||
| 520 VIRGINIA DR | FT WASHINGTON | PA | 19034 | N/A | PC | General Support (Employee Matching) | $300 |
| GEMMA SERVICES | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | General Support (Board Leadership) | $5,000 |
| GEMMA SERVICES | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Precision Analytics and Teacher Apprentice Program | $75,000 |
| GENERAL COUNCIL ON FINANCE & ADMINS OF THE UNITED | |||||||
| 1908 GRAND AVE | NASHVILLE | TN | 37212 | N/A | PC | Code Blue Shelter | $2,500 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $20,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General Purpose (Volunteer Leadership) | $1,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General Support (Employee Matching) | $600 |
| GIVING TREE | |||||||
| PO BOX 823 | GWYNEDD VLY | PA | 19437 | N/A | PC | General Support (Employee Matching) | $1,034 |
| GIVING TREE | |||||||
| PO BOX 823 | GWYNEDD VLY | PA | 19437 | N/A | PC | General Purpose (Board Leadership) | $5,000 |
| GWYNEDD-MERCY ACADEMY | |||||||
| 1345 SUMNEYTOWN PIKE | LOWER GWYNEDD | PA | 19002 | N/A | PC | L.E.A.D. Program | $25,000 |
| H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE | |||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | N/A | PC | General Support (Employee Matching) | $500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 1829 N 19TH ST | PHILADELPHIA | PA | 19121 | N/A | PC | General Support (Employee Matching) | $1,000 |
| HARVEST USA | |||||||
| 715 TWINING RD STE 200 | DRESHER | PA | 19025 | N/A | PC | General Support (Employee Matching) | $1,000 |
| HEARTH INC | |||||||
| 1640 WASHINGTON ST | BOSTON | MA | 02118 | N/A | PC | General Support (Employee Matching) | $400 |
| HEARTH INC | |||||||
| 1640 WASHINGTON ST | BOSTON | MA | 02118 | N/A | PC | General Support (Employee Matching) | $412 |
| HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA | |||||||
| 600 CHESTNUT ST STE 500B | PHILADELPHIA | PA | 19106 | N/A | PC | General Support (Employee Matching) | $500 |
| HOLY GHOST PREPARATORY SCHOOL | |||||||
| 2429 BRISTOL PIKE | BENSALEM | PA | 19020 | N/A | PC | General Support (Employee Matching) | $300 |
| HORIZONS GREATER PHILADELPHIA INC | |||||||
| 303 W LANCASTER AVE 220 | WAYNE | PA | 19087 | N/A | PC | Regional Professional Learning Day | $5,000 |
| HORIZONS GREATER PHILADELPHIA INC | |||||||
| 303 W LANCASTER AVE 220 | WAYNE | PA | 19087 | N/A | PC | Curriculum Support | $10,000 |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL RD STE 400 | BROOMALL | PA | 19008 | N/A | PC | General Support (Employee Matching) | $600 |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL RD STE 400 | BROOMALL | PA | 19008 | N/A | PC | Empower Program | $5,000 |
| JDRF INTERNATIONAL | |||||||
| 434 S YELLOWSTONE DR STE 201 | MADISON | WI | 53719 | N/A | PC | General Support (Employee Matching) | $420 |
| JEFFERSON HEALTH-NORTHEAST | |||||||
| 1101 MARKET ST SUITE 2004 | PHILADELPHIA | PA | 19107 | N/A | PC | General Support (Employee Matching) | $500 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | |||||||
| 2 COMMERCE SQ 2001 MARKET ST 2300 | PHILADELPHIA | PA | 19103 | N/A | PC | General Support (Employee Matching) | $515 |
| JUNIATA COLLEGE | |||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | N/A | PC | General Purpose (Director Discretionary) | $2,000 |
| JUNIOR LEAGUE OF PHILADELPHIA INC | |||||||
| 27 W LANCASTER AVE | ARDMORE | PA | 19003 | N/A | PC | Volunteer Service Leadership (General Purpose) | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 30 GLENN ST SUITE 409 | WHITE PLAINS | NY | 10603 | N/A | PC | General Support (Employee Matching) | $210 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | General Support (Employee Matching) | $2,700 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | the annual Dinner Dance, the 180 Degree Program Fund AND the Russomano Family Fund | $2,500 |
| LIBERTY LUTHERAN SERVICES | |||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | N/A | PC | General Purpose (Volunteer Leadership) | $1,000 |
| LIBERTY LUTHERAN SERVICES | |||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| LIFE TURNING POINT OF PHILADELPHIA | |||||||
| 5200 WAYNE AVE | PHILADELPHIA | PA | 19144 | N/A | PC | General Purpose (Volunteer Leadership) | $1,000 |
| LIFE TURNING POINT OF PHILADELPHIA | |||||||
| 5200 WAYNE AVE | PHILADELPHIA | PA | 19144 | N/A | PC | General Support (Employee Matching) | $3,000 |
| MACCABI USA INC | |||||||
| 1511 WALNUT ST STE 401 | PHILADELPHIA | PA | 19102 | N/A | PC | General Support (Employee Matching) | $360 |
| MAIN LINE RESCUE INC | |||||||
| PO BOX 89 | CHESTER SPRGS | PA | 19425 | N/A | PC | General Support (Employee Matching) | $400 |
| MANNA FOOD BANK | |||||||
| 99 BROADPOINTE DR | MILLS RIVER | NC | 28759 | N/A | PC | General Support (Employee Matching) | $200 |
| MARY MOTHER OF THE REDEEMER CATHOLIC CHURCH | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | General Support (Employee Matching) | $1,210 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Innovation Lab | $15,000 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Innovation Lab (Director Discretionary) | $10,000 |
| MATTIE N DIXON COMM CUPBOARD INC | |||||||
| 150 N MAIN ST | AMBLER | PA | 19002 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Professional Development and Curriculum/Resources INVESTMENT | $30,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Charitable Event | $2,500 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | General Support (Employee Matching) | $10,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Charitable Event | $1,500 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | General Purpose (Board Leadership) | $2,500 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | General & Unrestricted | $15,000 |
| METROPOLITAN AREA PLATFORM TENNIS ASSOCIATION | |||||||
| 351 DRUMMERS LN | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $5,000 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | General Purpose (Board Leadership) | $5,000 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | General Support (Employee Matching) | $6,000 |
| MONTGOMERY COUNTY | |||||||
| ONE MONTGOMERY PLZ 1800 PO BOX 311 | NORRISTOWN | PA | 19404 | N/A | GOV | General & Unrestricted (SEE GENERAL STATEMENT) | $207 |
| MOUNT SAINT JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | General Support (Employee Matching) | $2,500 |
| MOUNT SAINT JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | Mount Crew Program - Franklin Award, Caroline Kyle Endowment Fund, Sister Kathleen Endowment Fund | $3,500 |
| NEW LIFE PRESBYTERIAN CHURCH OF GLENSIDE | |||||||
| 467 N EASTON RD | GLENSIDE | PA | 19038 | N/A | PC | General Support (Employee Matching) | $6,444 |
| NIAGARA UNIVERSITY | |||||||
| PO BOX 2008 | NIAGARA UNIVERSITY | NY | 14109 | N/A | PC | General Support (Employee Matching) | $200 |
| NORRISTOWN ZOOLOGICAL SOCIETY | |||||||
| 1661 HARDING BLVD | NORRISTOWN | PA | 19401 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH AMERICAN LUTHERAN CHURCH | |||||||
| 2086 PARKVIEW AVE | ABINGTON | PA | 19001 | N/A | PC | General Purpose (Volunteer Leadership) | $1,000 |
| NORTH AMERICAN LUTHERAN CHURCH | |||||||
| 2086 PARKVIEW AVE | ABINGTON | PA | 19001 | N/A | PC | General Support (Employee Matching) | $1,000 |
| NORTH DAKOTA MUSEUM OF ART | |||||||
| 261 CENTENNIAL DR STOP 7305 | GRAND FORKS | ND | 58202 | N/A | PC | General Support (Board Leadership) | $5,000 |
| OPEN HEARTH INC | |||||||
| 701 MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | General Support (Board Leadership) | $2,500 |
| OPEN HEARTH INC | |||||||
| 701 MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | General Purpose (Volunteer Leadership) | $500 |
| OUR MOTHER OF CONSOLATION CATHOLIC SCHOOL | |||||||
| 17 E CHESTNUT HILL AVE | PHILADELPHIA | PA | 19118 | N/A | PC | General Support (Employee Matching) | $230 |
| OVERBROOK SCHOOL FOR THE BLIND | |||||||
| 6333 MALVERN AVE | PHILADELPHIA | PA | 19151 | N/A | PC | General Purpose (Volunteer Leadership) | $1,000 |
| PANCREATIC CANCER ACTION NETWORK INC | |||||||
| 2101 ROSECRANS AVE STE 3200 | EL SEGUNDO | CA | 90245 | N/A | PC | General Support (Employee Matching) | $240 |
| PEGASUS THERAPEUTIC RIDING ACADEMY INC | |||||||
| 8297 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | N/A | PC | General Support (Employee Matching) | $200 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 1249 COCOA AVE 115 MAIL CODE HS-20 | HERSHEY | PA | 17033 | N/A | GOV | General Support (Employee Matching) | $515 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Ecological Restoration & Non-Profit Support Internship | $25,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | General Support (Director Discretionary) | $5,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | General Purpose (Volunteer Leadership) | $1,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | breakfast meeting | $74 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $20,000 |
| PHILADELPHIA UNION FOUNDATION | |||||||
| 2501 SEAPORT DR BOILER HOUSE 10 | CHESTER | PA | 19013 | N/A | PC | Charitable Event | $5,000 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 1617 JFK BLVD 20TH FL | PHILADELPHIA | PA | 19103 | N/A | PC | General Support (Director Discretionary) | $25,000 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | General Purpose (Board Leadership) | $2,500 |
| PHOENIXVILLE AREA COMMUNITY SERVICES INC | |||||||
| 101 BUCHANAN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | General Support (Board Leadership) | $2,000 |
| RIVERWOOD THERAPEUTIC RIDING CENTER INC | |||||||
| 6825 ROLLING VIEW DR | TOBACCOVILLE | NC | 27050 | N/A | PC | General Support (Employee Matching) | $500 |
| SHARING FOUNDATION | |||||||
| PO BOX 600 | CONCORD | MA | 01742 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| SPOTLIGHT PA | |||||||
| 312 MARKET ST UNIT 11728 | HARRISBURG | PA | 17108 | N/A | PC | General Support (Employee Matching) | $258 |
| SPRINGSIDE CHESTNUT HILL ACADEMY | |||||||
| 500 W WILLOW GROVE AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Horizons at SCH Academy | $10,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | Charitable Event | $2,500 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General Operating Support for SquashSmarts' Educational Programs | $25,000 |
| ST THOMAS CHURCH WHITEMARSH | |||||||
| 7020 CAMP HILL RD | FORT WASHINGTON | PA | 19034 | N/A | PC | General Support (Director Discretionary) | $1,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | Charitable Event | $5,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | General & Unrestricted | $20,000 |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 2890 | NEW YORK | NY | 10116 | N/A | PC | General Support for Athletics Dept (Employee Matching) | $300 |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 2890 | NEW YORK | NY | 10116 | N/A | PC | BLBB Charitable Financial Planning Scholarship FUND at Fox School of Business | $32,000 |
| THE ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | Charitable Event | $5,000 |
| THE ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | General & Unrestricted | $10,000 |
| THE CENTER FOR LOSS AND BEREAVMENT | |||||||
| PO BOX 1299 | SKIPPACK | PA | 19474 | N/A | PC | General Support (Employee Matching) | $1,500 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | General Purpose (Board Leadership) | $5,000 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | General Support (Employee Matching) | $6,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | Scholarship FUND (SEE GENERAL STATEMENT) | $140,114 |
| THE FIRST TEE OF GREATER PHILADELPHIA INC | |||||||
| 800 WALNUT LN | PHILADELPHIA | PA | 19128 | N/A | PC | General Support (Employee Matching) | $2,000 |
| THE GIRLS FRIENDLY SOCIETY IN THE DIOCESE OF PENNS | |||||||
| 644 HUGHES ST | CAPE MAY | NJ | 08204 | N/A | PC | General Support (Employee Matching) | $2,000 |
| THE NAVIGATORS | |||||||
| PO BOX 50740 | COLORADO SPRINGS | CO | 80949 | N/A | PC | General Support (Employee Matching) | $1,200 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | General Support (Employee Matching) | $8,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | General Support (Director Discretionary) | $2,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | General Purpose (Board Leadership) | $5,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | BLBB Charitable Opportunity Scholarship FUND | $25,000 |
| THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | the endowment fund and the Annual Fund/General Operating (Director Discretionary) | $25,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $5,000 |
| TRAVIS MANION FOUNDATION | |||||||
| 164 E STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Spartan Leadership Summit (NE Regional and National) | $25,000 |
| TRICOUNTY COMMUNITY NETWORK INC | |||||||
| 13 ARMAND HAMMER BLVD STE 102 | POTTSTOWN | PA | 19464 | N/A | PC | C2 Camp 2023 and 2024 & Launching Leaders | $12,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 WEST 113TH ST MC4523 | NEW YORK | NY | 10025 | N/A | PC | General Support to Athletics Dept (Employee Matching) | $200 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | N/A | PC | Penn Women's Soccer (Director Discretionary) | $1,000 |
| TURNING POINTS FOR CHILDREN | |||||||
| 1500 MARKET ST STE LM500 | PHILADELPHIA | PA | 19102 | N/A | PC | Charitable Event | $2,500 |
| UATX | |||||||
| 522 CONGRESS AVE STE 300 | AUSTIN | TX | 78701 | N/A | PC | General Support (Employee Matching) | $1,000 |
| UNITED WAY OF ASHEVILLE & BUNCOMBE COUNTY INC | |||||||
| 50 S FRENCH BROAD AVE | ASHEVILLE | NC | 28801 | N/A | PC | General Support (Employee Matching) | $200 |
| UNRWA USA NATIONAL COMMITTEE INC | |||||||
| PO BOX 18697 | WASHINGTON | DC | 20036 | N/A | PC | General Support (Employee Matching) | $211 |
| UPPER DUBLIN EDUCATION FOUNDATION | |||||||
| 1580 FORT WASHINGTON AVE | MAPLE GLEN | PA | 19002 | N/A | PC | General Support (Employee Matching) | $200 |
| UPPER DUBLIN HIGH SCHOOL WATER POLO TEAM BOOSTER C | |||||||
| 3228 W BRUCE DR | DRESHER | PA | 19025 | N/A | PC | General Support (Employee Matching) | $300 |
| VANDERBILT UNIVERSITY | |||||||
| PO BOX 290369 525 ROYAL PKWY | NASHVILLE | TN | 37229 | N/A | PC | Vanderbilt Law School (Director Discretionary) | $4,000 |
| VISITATION BLESSED VIRGIN MARY PARISH | |||||||
| 196 N TROOPER RD | NORRISTOWN | PA | 19403 | N/A | PC | General Support (Employee Matching) | $2,500 |
| VISITATION BLESSED VIRGIN MARY PARISH | |||||||
| 196 N TROOPER RD | NORRISTOWN | PA | 19403 | N/A | PC | General Purpose (Volunteer Leadership) | $1,000 |
| VITA EDUCATION SERVICES INC | |||||||
| 8 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General Support (Director Discretionary) | $2,500 |
| WASHINGTON MEMORIAL HERITAGE | |||||||
| 2000 VALLEY FORGE PARK RD | VALLEY FORGE | PA | 19481 | N/A | PC | Charitable Event | $1,000 |
| WHITEMARSH FOUNDATION | |||||||
| PO BOX 538 | LAFAYETTE HL | PA | 19444 | N/A | PC | Charitable Event | $5,000 |
| WHITEMARSH FOUNDATION | |||||||
| PO BOX 538 | LAFAYETTE HL | PA | 19444 | N/A | PC | General Support (Board Leadership) | $2,500 |
| WHY NOT PROSPER INC | |||||||
| 717 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | N/A | PC | General Support (Director Discretionary) | $10,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General Support (Employee Matching) | $4,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Alumni Relations | $170,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General Purpose (Board Leadership) | $5,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General & Unrestricted | $5,000 |
| Wissahickon High School | |||||||
| 521 HOUSTON RD | Ambler | PA | 19002 | N/A | GOV | Jeff Madden Scholarship Award FUND | $1,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $25,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | General Purpose (Director Discretionary) | $5,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | Charitable Event | $5,500 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | Charitable Event | $2,000 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | General Support (Employee Matching) | $500 |
| WOMENS WAY | |||||||
| 123 S BROAD ST STE 1399 | PHILADELPHIA | PA | 19109 | N/A | PC | Financial Wellness Program | $15,000 |
| WYNCOTE CHURCH HOME | |||||||
| 208 FERNBROOK AVE | WYNCOTE | PA | 19095 | N/A | PC | General Purpose (Volunteer Leadership) | $1,000 |
| WYNDCROFT SCHOOL | |||||||
| 415 ROSEDALE DR | POTTSTOWN | PA | 19464 | N/A | PC | the Wyndcroft Fund, the Endowment FUND, and the Kate Wunner Fund | $11,000 |
| YOUNG LIFE | |||||||
| 19 S CHURCH ST | WEST CHESTER | PA | 19282 | N/A | PC | General Purpose (Volunteer Leadership) | $1,000 |
| YOUNG LIFE | |||||||
| 206 N BETHLEHEM PIKE | FORT WASHINGTON | PA | 19034 | N/A | PC | General Support (Employee Matching) | $1,000 |
| YOUNG LIFE | |||||||
| 11240 WAPLES MILL RD STE 406 | FAIRFAX | VA | 22030 | N/A | PC | Young Life Capstone Project - D180 | $1,000 |
| YOUNG LIFE | |||||||
| 19 S CHURCH ST | WEST CHESTER | PA | 19282 | N/A | PC | General Support (Employee Matching) | $4,000 |
| YOUTH SERVICE MANAGERS INC | |||||||
| PO BOX 270 | BOXFORD | MA | 01921 | N/A | PC | General Support (Employee Matching) | $200 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | SCHOLARSHIP FUND | $19,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,568,610 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,219 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $754,157 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,190,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$5,652 | 14 | -$35,094 |
| INCOME FROM LIFE INSURANCE | 01 | $62,766 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$5,652 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,993,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,988,049 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Laura W Brewer |
| *LAURA W BREWER, VICE PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $177,198 FOR INVESTMENT MANAGEMENT SERVICES AND $227,996 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| Clifford Haugen |
| *CLIFFORD HAUGEN, PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $177,198 FOR INVESTMENT MANAGEMENT SERVICES AND $227,996 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| W Dean Karrash |
| *W Dean Karrash, VICE PRESIDENT/DIRECTOR/SECRETARY OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $177,198 FOR INVESTMENT MANAGEMENT SERVICES AND $227,996 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
| John T Lawton |
| *JOHN T LAWTON, VICE PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $177,198 FOR INVESTMENT MANAGEMENT SERVICES AND $227,996 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION METHOD FOR DETERMINING VALUE OF BACKPACKS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $140,321 TOTAL BOOK VALUE OF PROPERTY: $30,987 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $140,321 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $109,334 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: backpacks UNITS: 9 DATE OF DISTRIBUTION: 8/20/2024 GRANT RECIPIENT: MONTGOMERY COUNTY FMV OF PROPERTY: $207 BOOK VALUE OF PROPERTY: $184 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $207 DESCRIPTION OF PROPERTY: NVIDIA CORP UNITS: 155 DATE OF DISTRIBUTION: 5/15/2024 GRANT RECIPIENT: THE ELLIS FOUNDATION FMV OF PROPERTY: $140,114 BOOK VALUE OF PROPERTY: $30,803 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $140,114 |
| FORM 990-PF, PARTS I AND XIV | FORM 990-PF, PARTS I AND XIV: | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $1,568,610 Less amount counted as a qualifying distribution on Part XI, Line 2: $184 Less amount not treated as qualifying distribution: $23 TOTAL Part I, Line 25, Column (d): $1,568,403 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $301,330 | $337,097 |
| ALPHABET INC CL A | $396,983 | $807,554 |
| AMAZON COM | $278,503 | $553,740 |
| APPLE INC | $275,210 | $698,922 |
| ARISTA NETWORKS | $191,061 | $386,855 |
| BARCLAYS BK PLC IPATH ETN | $2,397,669 | $2,384,287 |
| BERKSHIRE HATHAWAY INC. CLASS | $383,934 | $422,004 |
| CADENCE DESIGN SYSTEMS INC | $277,069 | $405,621 |
| CHEVRON CORP | $204,162 | $301,267 |
| COSTCO WHOLESALE CORPORATION | $173,803 | $405,908 |
| D R HORTON | $33,091 | $130,312 |
| DANAHER CORP | $146,319 | $284,183 |
| DEERE CO | $153,627 | $224,137 |
| DIAMONDBACK ENERGY INC | $175,146 | $151,707 |
| ECOLAB INC | $150,062 | $169,413 |
| ISHARE SP SMALL CAP 600 INDEX | $2,316,187 | $2,588,993 |
| ISHARES TR S & P MIDCAP 400 IN | $5,631,438 | $6,539,496 |
| JP MORGAN CHASE | $201,217 | $444,902 |
| LINDE PLC COM | $165,364 | $178,353 |
| LOCKHEED MARTIN CORP | $233,111 | $250,259 |
| MCDONALD'S CORP | $189,914 | $240,029 |
| MICROSOFT CORP | $428,579 | $864,918 |
| NEXTERA ENERGY, INC | $177,611 | $232,993 |
| NVIDIA CORP | $218,225 | $745,981 |
| PALO ALTO NETWORKS INC | $303,742 | $391,578 |
| PROCTER GAMBLE CO | $162,058 | $221,969 |
| REALTY INCOME CORP | $237,407 | $206,964 |
| S&P GLOBAL INC COM | $115,567 | $210,169 |
| SALESFORCE.COM | $268,936 | $374,450 |
| STRYKER CORPORATION | $154,554 | $298,842 |
| TAKE-TWO INTERACTIVE SOFTWARE | $162,637 | $245,195 |
| TJX COMPANIES INC | $213,103 | $262,520 |
| VANGUARD FTSE DEVELOPED MARKET | $7,698,695 | $7,777,444 |
| VANGUARD FTSE EMERGING MARKETS | $5,502,733 | $5,515,921 |
| VANGUARD SF REIT ETF | $264,305 | $240,516 |
| VISA INC | $158,873 | $305,611 |
| WASTE MANAGEMENT INC | $134,057 | $188,270 |
| ZOETIS INC | $233,087 | $304,516 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CSW FURNACE STREET EMMAUS, L.P | $187,596 | $187,500 |
| HAMILTON LANE PRIVATE ASSETS F | $8,020,235 | $8,539,360 |
| LIFE INSURANCE - AG #A10127585 | $119,220 | $119,220 |
| LIFE INSURANCE - LINCOLN #6590 | $233,880 | $233,880 |
| LIFE INSURANCE - NY LIFE #4541 | $2,100,086 | $2,100,086 |
| MINERVA PROJECT, INC | $261,000 | $261,000 |
| ORMOND GRANDE ASSOCIATES, LP | $217,295 | $250,000 |
| SQUIRE HILL APARTMENTS LLC | $226,757 | $263,203 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $76,882 | $76,882 | |
| Bank Charges | $100 | $100 | |
| Computers/Electronic Devices | $1,200 | $1,200 | |
| Digital Subscriptions | $1,170 | $1,170 | |
| Foundation Dues & Memberships | $8,235 | $8,235 | |
| Indemnification Insurance | $1,366 | $1,366 | |
| K-1 Exp ORMOND GRANDE ASSOCIAT | $25 | $17 | |
| K-1 Exp SQUIRE HILL APARTMENTS | $105 | ||
| Life Insurance Premium | $92,411 | ||
| Office Supplies | $8,514 | $8,514 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss CSW FURNACE STREET EMMAUS, L.P | $96 | $96 |
| K-1 Inc/Loss ORMOND GRANDE ASSOCIATES, LP | -$32,680 | -$32,680 |
| K-1 Inc/Loss SQUIRE HILL APARTMENTS LLC | -$8,162 | -$2,510 |
| INCOME FROM LIFE INSURANCE | $62,766 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANT OF PUBLICLY TRADED SECURITIES | $109,311 |
| TO ADJ DONATION OF BACKPACKS TO FMV | $23 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $177,198 | $177,198 | |
| PHILANTHROPIC CONSULTING SRVCS | $235,345 | $235,345 | |
| Website Development | $6,000 | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $54,700 |
| 990-PF Extension for 2023 | $30,800 |