CEDARCREST CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CEDARCREST CHARITABLE FOUNDATION (EIN 27-3420282)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-29
- IRS object ID
- 202132109349100423
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-29T13:44:14-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 HAUGEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLIFFORD | PersonFirstNm |
| Person Last | HAUGEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
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 | $47,056,574 | 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 | $875 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $875 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $660,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $660,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $357,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,750,851 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $374,722 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $65,969 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,084,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,036,031 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $304,282 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,923 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $157,359 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,771 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,352 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,352 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $110 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $110 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $167 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,067 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $429,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $229,888 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,496,477 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,496,477 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,925,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,726,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$840,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $888,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $573,674 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $380,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $380,400 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,351,399 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,613,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,437,862 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,147,543 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,238,312 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,238,312 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,072,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,231,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,056,574 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $39,072,616 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,231,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,072,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,231,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,072,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,231,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,072,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$840,758 | ExcessRevenueOverExpensesAmt |
| Subtotal | $38,231,858 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $38,231,858 | 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 | $6,750,851 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,376,129 | CostOrOtherBasisAmt |
| Gain Or Loss | $374,722 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $374,722 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $374,722 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,356 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,356 | SubtotalAmt |
| Tax Based On Investment Income | $12,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,453 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $12,453 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $97 | OverpaymentAmt |
| Applied To ES Tax | $97 | 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 |
| 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 | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Clifford Haugen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 2.0 | $0 | $0 | $0 |
| W Dean Karrash | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| John T Lawton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Diana Loukedis Doherty | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 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 Advisors LLC | |||||
| PO Box 1010 | MONTGOMERYVILLE | PA | 18936 | Investment Mgmt | $146,923 |
| BLB&B Holdings LLC | |||||
| PO Box 1010 | Montgomeryville | PA | 18936 | Philanthropic | $121,201 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $62,975 |
| 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 | $37,168,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $548,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,238,313 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,955,602 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,955,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $599,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,356,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,967,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,967,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,356 | TotalTaxAmt |
| Distributable Before Adj | $1,955,457 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,955,457 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,955,457 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,726,365 | 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 | $1,726,365 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,726,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,955,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,332,802 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $1,726,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,332,802 | AppliedToYear1Amt |
| Applied To Current Year | $393,563 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,561,894 | 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 | FOUNDATION SOURCE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 silverside road suite 123 | AddressLine1Txt |
| City | wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | thuete@foundationsource.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 (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEABILITY | |||||||
| 21 S 61ST ST | PHILADELPHIA | PA | 19139 | N/A | PC | General & Unrestricted | $20,247 |
| ACHIEVEABILITY | |||||||
| 21 S 61ST ST | PHILADELPHIA | PA | 19139 | N/A | PC | Family Self-Sufficiency Program | $25,000 |
| ACT II PLAYHOUSE LTD | |||||||
| 56 E BUTLER AVE | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $5,000 |
| ALL HALLOWS EPISCOPAL CHURCH | |||||||
| 262 BENT RD | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $11,000 |
| AMBLER THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General & Unrestricted | $10,300 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $300 |
| AMERICAN LUNG ASSOCIATION OF THE MID-ATLANTIC | |||||||
| 3001 OLD GETTYSBURG RD | CAMP HILL | PA | 17011 | N/A | PC | General & Unrestricted | $200 |
| ARCHBISHOP RYAN HIGH SCHOOL | |||||||
| 11201 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | The Boccella Family Scholarship Fund | $3,000 |
| BERKS COUNTY COMMUNITY FOUNDATION INC | |||||||
| 237 COURT ST | READING | PA | 19601 | N/A | PC | The Military Assistance Fund | $2,000 |
| BOWDOIN COLLEGE | |||||||
| 3530 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | PC | Walter Cranston Brewer Fund | $3,000 |
| BRAVE HEARTS FOR STRONG MINDS | |||||||
| PO BOX 564 | FT WASHINGTON | PA | 19034 | N/A | PC | Charitable Event | $2,500 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | in support of student athletic leadership development | $7,500 |
| BUCKS COUNTY CHORAL SOCIETY INC | |||||||
| 252 W SWAMP RD STE 5 | DOYLESTOWN | PA | 18901 | N/A | PC | Fall Concerts 2019, 2020, 2021 | $6,500 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | General & Unrestricted | $10,000 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Charitable Event | $5,000 |
| BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM | |||||||
| 84 S PINE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Experiential Learning Academy at Mercer Museum & Fonthill Castle | $15,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | General & Unrestricted | $20,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL INC | |||||||
| 100 DOYLE ST | DOYLESTOWN | PA | 18901 | N/A | PC | Economic Self-Sufficiency Program | $25,000 |
| BUCKS-MONT COLLABORATIVE | |||||||
| PO BOX 66 | HARLEYSVILLE | PA | 19438 | N/A | PC | General & Unrestricted | $5,000 |
| BUILDING A BRIDGE TO UGANDA | |||||||
| 2617 HUNTINGDON PIKE | HUNTINGDON VY | PA | 19006 | N/A | PC | General & Unrestricted | $2,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | General & Unrestricted | $5,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | Blue-Gray Fund | $5,000 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $600 |
| CARROLL COUNTY YMCA-CAMP HUCKINS | |||||||
| 17 CAMP HUCKINS RD | FREEDOM | NH | 03836 | N/A | PC | Annual Camper Scholarship Fund and for the Annual Fund | $4,000 |
| CENTER SCHOOL | |||||||
| 2450 HAMILTON AVE | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $2,500 |
| CHESTER COUNTY FOOD BANK | |||||||
| 650 PENNSYLVANIA DR | EXTON | PA | 19341 | N/A | PC | General & Unrestricted | $800 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 100 S BROAD ST STE 1200 | PHILADELPHIA | PA | 19110 | N/A | PC | Charitable Event | $5,000 |
| CHINCOTEAGUE ISLAND LIBRARY INC | |||||||
| 4077 MAIN ST | CHINCOTEAGUE | VA | 23336 | N/A | PC | General & Unrestricted | $2,400 |
| COLUMBIA COLLEGE OF COLUMBIA UNIVERSITY | |||||||
| 475 RIVERSIDE DR RM 917 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $200 |
| COMMUNITY LEARNING CENTER | |||||||
| 2701 N BROAD ST | PHILADELPHIA | PA | 19132 | N/A | PC | General & Unrestricted | $200 |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 3033 W GLENWOOD AVE | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $31,500 |
| COUNTY THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General & Unrestricted | $15,000 |
| COUNTY THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | expansion project: external sidewalk | $10,000 |
| CRADLE OF HOPE INC | |||||||
| 1657 THE FAIRWAY | JENKINTOWN | PA | 19046 | N/A | PC | General & Unrestricted | $1,000 |
| CUREGRIN FOUNDATION | |||||||
| 5732 REGAL OAK LN | PARKER | CO | 80134 | N/A | PC | 25 days of Tristan Campaign | $1,000 |
| DELTA COMMUNITY SUPPORTS INC | |||||||
| 1777 SENTRY PKWY W | BLUE BELL | PA | 19422 | N/A | PC | General & Unrestricted | $5,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 3601 S BROAD ST | PHILADELPHIA | PA | 19148 | N/A | PC | General & Unrestricted | $20,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 3601 S BROAD ST | PHILADELPHIA | PA | 19148 | N/A | PC | Snider Hockey After School Excellence Program | $25,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $206 |
| FIRST UNITED CHURCH OF CHRIST | |||||||
| 151 S 4TH ST | QUAKERTOWN | PA | 18951 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS COUNCIL ON EDUCATION | |||||||
| 1507 CHERRY ST | PHILADELPHIA | PA | 19102 | N/A | PC | INSTITUTIONAL STRATEGY and ECONOMICS OF MULTI-CAMPUS INDEPENDENT SCHOOLS: IDENTIFYING STRATEGIC MODELS AND SCHOOLS THAT SUCCEED | $28,333 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $7,000 |
| FRIENDS OF BRIAR BUSH | |||||||
| 1212 EDGE HILL RD | ABINGTON | PA | 19001 | N/A | PC | Charitable Event | $5,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $7,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | financial aid support for GOTR participants in local schools | $7,500 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | Girls on the Run Expansion into Norristown School district | $15,000 |
| GWYNEDD-MERCY ACADEMY | |||||||
| 1345 SUMNEYTOWN PIKE | GWYNEDD VALLEY | PA | 19437 | N/A | PC | Expanded Girls Leadership Curriculum | $10,000 |
| HOLY GHOST PREPARATORY SCHOOL | |||||||
| 2429 BRISTOL PIKE | BENSALEM | PA | 19020 | N/A | PC | Ice Hockey Program | $200 |
| HOLY TRINITY EVANGELICAL LUTHERAN CHURCH | |||||||
| 2086 PARKVIEW AVE | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $6,000 |
| INTER-FAITH HOUSING ALLIANCE | |||||||
| 31 S SPRING GARDEN ST | AMBLER | PA | 19002 | N/A | PC | Charitable Event | $2,000 |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | |||||||
| 1974 SPROUL RD STE 400 | BROOMALL | PA | 19008 | N/A | PC | Empower Mentoring Program | $5,000 |
| JDRF INTERNATIONAL | |||||||
| 555 CROTON RD STE 111 | KING OF PRUSSIA | PA | 19406 | N/A | PC | General & Unrestricted | $200 |
| JUNIATA COLLEGE | |||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | N/A | PC | General & Unrestricted | $2,000 |
| JUNIOR LEAGUE OF PHILADELPHIA INC | |||||||
| 27 W LANCASTER AVE | ARDMORE | PA | 19003 | N/A | PC | General & Unrestricted | $1,000 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | General & Unrestricted | $5,000 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | The David Program | $200 |
| LEWY BODY DEMENTIA ASSOCIATION INC | |||||||
| 912 KILLIAN HILL SW | LILBURN | GA | 30047 | N/A | PC | General & Unrestricted | $200 |
| LGBT ELDER INITIATIVE | |||||||
| 1500 JFK BLVD STE 1500 | PHILADELPHIA | PA | 19102 | N/A | PC | Charitable Event | $10,000 |
| LIBERTY LUTHERAN SERVICES | |||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $5,000 |
| MANNA ON MAIN STREET | |||||||
| 606 E MAIN ST STE 1001 | LANSDALE | PA | 19446 | N/A | PC | General & Unrestricted | $400 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | scholarship fund | $2,000 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Innovation Lab project | $15,000 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Innovation Lab proiect | $10,000 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | School Capital Campaign | $2,500 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | General & Unrestricted | $45,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Charitable Event | $10,000 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Professional Development for Meadowbrook Faculty | $17,500 |
| MERCY VOCATIONAL HIGH SCHOOL SISTERS OF MERCY - ME | |||||||
| 2900 W HUNTING PARK AVE | PHILADELPHIA | PA | 19129 | N/A | PC | General & Unrestricted | $2,000 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | General & Unrestricted | $10,000 |
| MID ATLANTIC CHRISTIAN MINISTRIES | |||||||
| 195 MINE RUN RD | SCHWENKSVILLE | PA | 19473 | N/A | PC | Charitable Event | $2,000 |
| MIGHTY WRITERS | |||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | N/A | PC | General & Unrestricted | $1,000 |
| MONTGOMERY COUNTY FOUNDATION INC | |||||||
| 4 SENTRY PKWY STE 302 | BLUE BELL | PA | 19422 | N/A | PC | General Support for the MontCoPA COVID-19 Response Fund | $200 |
| MONTGOMERY COUNTY FOUNDATION INC | |||||||
| 4 SENTRY PKWY STE 302 | BLUE BELL | PA | 19422 | N/A | PC | MontCoPA COVID-19 Response Fund | $25,000 |
| MOUNT SAINT JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | Mount Crew Program, and Mount Fund | $5,000 |
| MOUNT ST JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | Mount Crew Team Franklin Award | $1,000 |
| MOUNT ST JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | Sister Kathleen Endowment Fund | $1,600 |
| NEW LIFE PRESBYTERIAN CHURCH OF GLENSIDE | |||||||
| 467 N EASTON RD | GLENSIDE | PA | 19038 | N/A | PC | General & Unrestricted | $2,550 |
| NEWTOWN ROCK SOFTBALL ASSOCIATION | |||||||
| PO BOX 756 | NEWTOWN | PA | 18940 | N/A | PC | General & Unrestricted | $1,000 |
| NIAGARA UNIVERSITY | |||||||
| INSTITUTIONAL ADVANCEMENT DEPARTMEN | NIAGARA UNIVERSITY | NY | 14109 | N/A | PC | Men's Ice Hockey Program | $200 |
| PEGASUS THERAPEUTIC RIDING ACADEMY INC | |||||||
| 8297 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | N/A | PC | General & Unrestricted | $200 |
| PENNSYLVANIA CPA FOUNDATION | |||||||
| 1801 MARKET ST STE 2400 | PHILADELPHIA | PA | 19103 | N/A | SO I | General & Unrestricted | $5,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Charitable Event | $25,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | Ecological Internship Program | $20,000 |
| PENNYPACK ECOLOGICAL RESTORATION TR | |||||||
| 2955 EDGE HILL RD | HUNTINGDON VY | PA | 19006 | N/A | PC | tree planting program at the reserve | $5,000 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | N/A | PC | General & Unrestricted | $3,500 |
| PHILADELPHIA INDEPENDENT MISSION SCHOOLS | |||||||
| 120 S WARNER RD STE 200 | KNG OF PRUSSA | PA | 19406 | N/A | PC | Chromebook Drive | $500 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | General & Unrestricted | $20,000 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | Charitable Event | $5,000 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 230 S BROAD ST STE 402 | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $25,000 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 230 S BROAD ST STE 402 | PHILADELPHIA | PA | 19102 | N/A | PC | Greater Philadelphia Extracurricular Collaborative (GPEC) | $5,000 |
| PHOEBE DEVITT HOMES | |||||||
| 1925 W TURNER ST | ALLENTOWN | PA | 18104 | N/A | PC | General & Unrestricted | $9,000 |
| PRESBYTERIAN CHURCH OF CHESTNUT HILL | |||||||
| 8855 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PC | Cindy Jarvis Endowment Fund | $5,000 |
| RADNOR HISTORICAL SOCIETY | |||||||
| 113 W BEECHTREE LN | WAYNE | PA | 19087 | N/A | PC | General & Unrestricted | $200 |
| REBUILDING TOGETHER PHILADELPHIA | |||||||
| PO BOX 42752 | PHILADELPHIA | PA | 19101 | N/A | PC | General & Unrestricted | $1,276 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $14,000 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | general operating support | $15,000 |
| RIVERWOOD THERAPEUTIC RIDING CENTER INC | |||||||
| 6825 ROLLING VIEW DR | TOBACCOVILLE | NC | 27050 | N/A | PC | General & Unrestricted | $2,000 |
| ROBERT JAMES LEONARD FOUNDATION INC | |||||||
| PO BOX 1138 | DOYLESTOWN | PA | 18901 | N/A | PC | General & Unrestricted | $5,000 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 46 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | N/A | PC | Men's Ice Hockey | $200 |
| SHARING FOUNDATION | |||||||
| PO BOX 600 | CONCORD | MA | 01742 | N/A | PC | General & Unrestricted | $2,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | General & Unrestricted | $10,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | toward the cost of the merger of Silver Springs - Martin Luther School and The Village | $75,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General Operating Support for Academic Enrichment Programs | $25,000 |
| ST AUGUSTINE FRIARY | |||||||
| 214 ASHWOOD RD | VILLANOVA | PA | 19085 | N/A | PC | General & Unrestricted | $280 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | General & Unrestricted | $200 |
| ST JOSEPHS PREPARATORY SCHOOL | |||||||
| 1733 W GIRARD AVE | PHILADELPHIA | PA | 19130 | N/A | PC | General & Unrestricted | $200 |
| ST MARTHAS ROMAN CATHOLIC CHURCH | |||||||
| 11301 ACADEMY RD | PHILADELPHIA | PA | 19154 | N/A | PC | STREAM Program | $3,500 |
| ST THOMAS CHURCH WHITEMARSH | |||||||
| 7020 CAMP HILL RD | FORT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $2,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | General & Unrestricted | $24,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | Charitable Event | $3,000 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | Charitable Event | $1,000 |
| TEMPLE UNIVERSITY | |||||||
| TASB 3RD FL 1852 N 10TH ST | PHILADELPHIA | PA | 19122 | N/A | PC | Temple Athletics- Men's Crew | $500 |
| THE CENTER FOR AQUATIC SCIENCES INC | |||||||
| 1 RIVERSIDE DR | CAMDEN | NJ | 08103 | N/A | PC | General & Unrestricted | $500 |
| THE CITY SCHOOL | |||||||
| 4115 BALTIMORE AVE | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $4,000 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | General & Unrestricted | $2,500 |
| THE COMMITTEE OF SEVENTY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | Charitable Event | $5,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | General & Unrestricted | $160,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | BLBB Charitable CFP Scholarship fund at Temple University | $16,000 |
| THE NAVIGATORS | |||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80904 | N/A | PC | General & Unrestricted | $800 |
| 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 | Ambassador Course: Online training and Communication platform | $25,000 |
| TRICOUNTY COMMUNITY NETWORK INC | |||||||
| 724 N ADAMS ST STE 203 | POTTSTOWN | PA | 19464 | N/A | PC | Montgomery County Anti Hunger Network | $5,000 |
| TRUSTEES OF THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | GA Annual Fund | $17,000 |
| TRUSTEES OF THE SMITH COLLEGE | |||||||
| 23 ELM ST | NORTHAMPTON | MA | 01063 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST 433 FRANKLIN BLDG | PHILADELPHIA | PA | 19104 | N/A | PC | Jerome Fisher Program in Management & Technology | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | support of the Penn Football Program | $2,500 |
| TURNING POINTS FOR CHILDREN | |||||||
| 415 S 15TH ST | PHILADELPHIA | PA | 19146 | N/A | PC | General & Unrestricted | $200 |
| TURNING POINTS FOR CHILDREN | |||||||
| 415 S 15TH ST | PHILADELPHIA | PA | 19146 | N/A | PC | Charitable Event | $2,500 |
| UNIVERSITY OF MARY WASHINGTON FOUNDATION | |||||||
| JEPSON ALUMNI EXECUTIVE CTR 1119 HA | FREDERICKSBURG | VA | 22401 | N/A | PC | General & Unrestricted | $200 |
| UNIVERSITY OF SAINT KATHERINE | |||||||
| 1637 CAPALINA RD | SAN MARCOS | CA | 92069 | N/A | PC | Girls Volleyball | $200 |
| UPPER DUBLIN EDUCATION FOUNDATION | |||||||
| 1580 FORT WASHINGTON AVE | MAPLE GLEN | PA | 19002 | N/A | PC | General & Unrestricted | $300 |
| VANDERBILT UNIVERSITY | |||||||
| PMB 407727 2301 VANDERBILT PL | NASHVILLE | TN | 37240 | N/A | PC | Vanderbilt Law School | $10,000 |
| VISITATION BLESSED VIRGIN MARY PARISH | |||||||
| 196 N TROOPER RD | NORRISTOWN | PA | 19403 | N/A | PC | General & Unrestricted | $5,000 |
| VITA EDUCATION SERVICES INC | |||||||
| 8 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | General & Unrestricted | $5,000 |
| West Deptford High School | |||||||
| 1600 OLD CROWN POINT RD | WEST DEPTFORD | NJ | 08093 | N/A | GOV | Boys soccer leadership program | $1,000 |
| West Deptford High School | |||||||
| 1600 OLD CROWN POINT RD | WEST DEPTFORD | NJ | 08093 | N/A | GOV | Leadership Training for the Boys' Soccer Program | $4,500 |
| WHITEMARSH FOUNDATION | |||||||
| PO BOX 538 | LAFAYETTE HL | PA | 19444 | N/A | PC | Charitable Event | $2,500 |
| WHY NOT PROSPER INC | |||||||
| 717 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | N/A | PC | General & Unrestricted | $10,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General & Unrestricted | $11,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Alumni Relations and Student Education on Finance and Philanthropy | $147,376 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Educational Materials for students | $1,409 |
| Wissahickon High School | |||||||
| 521 HOUSTON RD | Ambler | PA | 19002 | N/A | GOV | Jeff Madden Scholarship Award | $2,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $5,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | Charitable Event | $10,000 |
| WISSAHICKON VALLEY WATERSHED ASSOCIATION INC | |||||||
| 12 MORRIS RD | AMBLER | PA | 19002 | N/A | PC | Education & Engagement Programs | $25,000 |
| WOMENS RESOURCE CENTER | |||||||
| PO BOX 596 | WAYNE | PA | 19087 | N/A | PC | General & Unrestricted | $5,500 |
| WOMENS WAY | |||||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | N/A | PC | Financial Coaching Program | $50,000 |
| WYNCOTE CHURCH HOME | |||||||
| 208 FERNBROOK AVE | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $1,000 |
| WYNDCROFT SCHOOL | |||||||
| 1395 WILSON ST | POTTSTOWN | PA | 19464 | N/A | PC | for the Annual Fund; and for Faculty Professional Development | $11,000 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | General & Unrestricted | $8,000 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | operating support for part-time staff to run Young Life in Abington Schools project | $10,000 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | Charitable Event | $15,000 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | Liberty Region | $7,400 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | Young Life Montgomery County (PA-24) | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,496,477 | 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 | $875 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $660,434 | 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 | $357,562 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM LIFE INSURANCE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $65,969 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,084,840 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,084,840 | 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, 2020, the Foundation paid $146,923 for Investment management and $121,201 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, and is president 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, 2020, the Foundation paid $146,923 for Investment management and $121,201 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 the CFO and a managing member of BLB&B Holdings, LLC, which is the sole owner of BLB&B Advisors, LLC, and is CFO 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, 2020, the Foundation paid $146,923 for Investment management and $121,201 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 the CEO and 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, 2020, the Foundation paid $146,923 for Investment management and $121,201 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
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $282,305 | $431,149 |
| AMAZON COM | $385,397 | $491,796 |
| AMERICAN TOWER REIT INC | $261,641 | $306,163 |
| APPLE INC | $366,595 | $992,389 |
| ASTRAZENECA | $162,633 | $219,556 |
| AT&T, INC | $240,434 | $241,181 |
| BLACKROCK INC | $230,321 | $352,833 |
| COMCAST CORP | $335,220 | $392,476 |
| COSTCO WHOLESALE CORPORATION | $177,725 | $282,962 |
| CSX CORP | $299,008 | $373,436 |
| CVS CAREMARK CORP | $295,884 | $269,785 |
| D R HORTON | $111,896 | $207,380 |
| DANAHER CORP | $141,738 | $304,332 |
| DOLLAR GENERAL CORP | $132,744 | $228,596 |
| ECOLAB INC | $239,461 | $251,194 |
| INTEL CORP | $393,343 | $489,880 |
| ISHARE SP SMALL CAP 600 INDEX | $7,411,806 | $8,895,185 |
| JOHNSON & JOHNSON | $193,311 | $225,840 |
| JP MORGAN CHASE | $338,683 | $399,635 |
| LORD ABBETT ULTRA SHORT BOND I | $891,189 | $891,729 |
| MCDONALD'S CORP | $272,017 | $280,671 |
| MICROSOFT CORP | $560,358 | $952,625 |
| NEXTERA ENERGY, INC | $232,578 | $388,836 |
| NVIDIA CORP | $109,479 | $353,529 |
| PNC FINANCIAL GROUP INC | $327,852 | $350,746 |
| PROCTER GAMBLE CO | $177,466 | $239,877 |
| S&P GLOBAL INC COM | $181,583 | $253,451 |
| SCHWAB US MID CAP | $9,075,823 | $11,429,969 |
| SELECT SECTOR SPDR ENERGY FUND | $145,924 | $140,457 |
| SELECT SECTOR SPDR INDUSTRIAL | $329,989 | $330,026 |
| SHERWIN-WILLIAMS CO | $155,127 | $165,355 |
| STRYKER CORPORATION | $224,382 | $295,273 |
| TARGET CORPORATION | $69,851 | $177,766 |
| TYSON FOODS INC CL A | $246,930 | $241,586 |
| VANGUARD FTSE DEVELOPED MARKET | $1,971,807 | $2,149,188 |
| VANGUARD FTSE EMERGING MARKETS | $7,409,219 | $8,640,367 |
| VISA INC | $471,375 | $699,499 |
| WALT DISNEY HOLDINGS CO | $292,254 | $482,482 |
| WASTE MANAGEMENT INC | $314,879 | $324,072 |
| ZOETIS INC | $152,919 | $294,590 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LIFE INSURANCE - AG #A10127585 | $160,901 | $160,901 |
| LIFE INSURANCE - LINCOLN #6590 | $368,059 | $368,059 |
| LIFE INSURANCE - NY LIFE #4541 | $1,709,352 | $1,709,352 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $62,975 | $62,975 | |
| Bank Charges | $167 | $167 | |
| Foundation Dues & Memberships | $6,750 | $6,750 | |
| Indemnification Insurance | $1,187 | $1,187 | |
| Life Insurance Premium | $38,372 | ||
| Office Supplies | $91 | $91 | |
| Postage/Delivery Service | $24 | $24 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM LIFE INSURANCE | Desc |
| Revenue And Expenses Per Books | $65,969 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT SERVICES | $146,923 | $146,923 | |
| PHILANTHROPIC CONSULTING SVCS | $156,034 | $156,034 | |
| WEBSITE DEVELOPMENT | $1,325 | $1,325 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $12,100 |
| 990-PF Extension for 2019 | $1,671 |