CEDARCREST CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CEDARCREST CHARITABLE FOUNDATION (EIN 27-3420282)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-28
- IRS object ID
- 202043029349100429
- Schema version
- 2019v5.1
- 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 | 2020-10-28T15:56:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203025000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5EBD0F9611F6C2B8155DB0E8CB23DDD2FF5D3B12 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 384717C1FADDEF7B1C9CB58DAC69F19ED4566B5B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,144,260 | 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 | $2,969 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,969 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $851,578 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $851,578 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$440,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,994,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $66,434 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $480,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $854,547 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $226,857 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,708 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $79,149 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,610 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $802 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $802 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $93,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $341 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,630 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $349,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,049 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,581 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,034,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,034,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,383,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,049 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,176,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$903,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $706,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $474,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $573,674 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $573,674 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $37,453,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,351,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,423,043 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,048,257 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,147,543 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,147,543 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,975,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,072,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,144,260 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $39,975,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,072,616 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,975,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,072,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,975,833 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,072,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,975,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$903,217 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,072,616 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,072,616 | 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 | $6,994,258 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,434,577 | CostOrOtherBasisAmt |
| Gain Or Loss | -$440,319 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$440,319 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$440,319 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $510,493 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,688,505 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019128 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,735 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,152,294 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046633 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,914 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,054,044 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03597 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,214 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,049,203 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084077 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $141,005 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $913,025 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.154437 | DistributionYr5Rt |
| Total Distribution | 0.340245 | TotalDistributionRt |
| Average Distribution | 0.068049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,561,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,692,113 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,065 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,699,178 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,176,880 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,130 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,130 | SubtotalAmt |
| Tax Based On Investment Income | $14,130 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,812 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,671 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,483 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $353 | OverpaymentAmt |
| Applied To ES Tax | $353 | 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 (4 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 |
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 | $147,708 |
| Diana Doherty | |||||
| 16 Steeplechase Drive | Doylestown | PA | 18901 | Philanthropic | $74,149 |
| Foundation Source | |||||
| 55 Walls Drive 3rd floor | Fairfield | CT | 06824 | Administrative | $55,000 |
| 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 | $37,562,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $453,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,147,543 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,163,842 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,163,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $602,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,561,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,978,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,978,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,130 | TotalTaxAmt |
| Distributable Before Adj | $1,963,939 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,963,939 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,963,939 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,176,880 | 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 | $1,176,880 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,176,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,963,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $545,743 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $1,176,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $545,743 | AppliedToYear1Amt |
| Applied To Current Year | $631,137 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,332,802 | 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 (124 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACT II PLAYHOUSE LTD | |||||||
| 56 E BUTLER AVE | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $5,000 |
| ALDERSGATE YOUTH SERVICE BUREAU | |||||||
| 42 YORK RD | WILLOW GROVE | PA | 19090 | N/A | PC | General & Unrestricted | $600 |
| ALL HALLOWS EPISCOPAL CHURCH | |||||||
| BENT RD GREENWOOD AVE | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $5,000 |
| ALS HOPE FOUNDATION | |||||||
| PO BOX 40777 | PHILADELPHIA | PA | 19107 | N/A | PC | Robert Sinnott Fund | $1,000 |
| AMERICAN LEBANESE SYRIAN ASSOC CHAR INC | |||||||
| 501 SAINT JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $200 |
| BERKS COUNTY COMMUNITY FOUNDATION INC | |||||||
| 237 COURT ST | READING | PA | 19601 | N/A | PC | Charitable Event | $1,500 |
| BOLD HOPE INC | |||||||
| 3488 YORK RD | FURLONG | PA | 18925 | N/A | PC | General & Unrestricted | $6,200 |
| BOWDOIN COLLEGE | |||||||
| 3530 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | PC | Walter Cranston Brewer Fund | $3,000 |
| 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 | 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 | Charitable Event | $10,000 |
| 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 | Charitable Event | $250 |
| BUDZYNSKI BALLET THEATER INC | |||||||
| 4095 FERRY RD AND RT 611 | DOYLESTOWN | PA | 18901 | N/A | PC | the Nutcracker 2019 | $5,000 |
| BUILDING A BRIDGE TO UGANDA | |||||||
| 2617 HUNTINGDON PIKE | HUNTINGDON VY | PA | 19006 | N/A | PC | General & Unrestricted | $1,500 |
| BUILDING A BRIDGE TO UGANDA | |||||||
| 2617 HUNTINGDON PIKE | HUNTINGDON VY | PA | 19006 | N/A | PC | Charitable Event | $1,000 |
| CAMP TECUMSEH | |||||||
| 975 MOULTONBORO NECK RD | MOULTONBORO | NH | 03254 | N/A | PC | General & Unrestricted | $7,000 |
| CARROLL COUNTY YMCA-CAMP HUCKINS | |||||||
| 17 CAMP HUCKINS RD | FREEDOM | NH | 03836 | N/A | PC | for the Annual Camper Scholarship Fund and for the Annual Fund | $3,500 |
| CENTER SCHOOL | |||||||
| 2450 HAMILTON AVE | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $2,500 |
| CENTER SCHOOL | |||||||
| 2450 HAMILTON AVE | ABINGTON | PA | 19001 | N/A | PC | Charitable Event | $1,000 |
| CHILDREN SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 100 S BROAD ST STE 1200 | PHILADELPHIA | PA | 19110 | N/A | PC | General & Unrestricted | $5,000 |
| COLUMBIA UNIVERSITY | |||||||
| ATHLETHIC DEPARTMENT 3030 BROADWAY | New York | NY | 10027 | N/A | PC | Men's Swimming fund | $200 |
| COUNTY THEATER INC | |||||||
| 91 E COURT ST | DOYLESTOWN | PA | 18901 | N/A | PC | Expansion project - external sidewalk star | $10,000 |
| CRADLE OF HOPE INC | |||||||
| 1657 THE FAIRWAY | JENKINTOWN | PA | 19046 | N/A | PC | General & Unrestricted | $1,000 |
| CULTURETRUST GREATER PHILADELPHIA | |||||||
| 1315 WALNUT ST STE 320 | PHILADELPHIA | PA | 19107 | N/A | PC | History Making Productions | $1,500 |
| DELTA COMMUNITY SUPPORTS INC | |||||||
| 1777 SENTRY PKWY W | BLUE BELL | PA | 19422 | N/A | PC | General & Unrestricted | $5,000 |
| DISCOVER LANSDALE | |||||||
| PO BOX 1112 | LANSDALE | PA | 19446 | N/A | PC | General & Unrestricted | $200 |
| DOC WAYNE YOUTH SERVICES INC | |||||||
| 418 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $500 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| WELLS FARGO CENTER 3601 S BROAD ST | PHILADELPHIA | PA | 19148 | N/A | PC | to purchase pizza for the after-school program | $151 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| WELLS FARGO CENTER 3601 S BROAD ST | PHILADELPHIA | PA | 19148 | N/A | PC | Snider Hockey After School Excellence Program | $25,000 |
| FAMILIES BEHIND THE BADGE CHILDRENS FOUNDATION | |||||||
| 555 E N LN | CONSHOHOCKEN | PA | 19428 | N/A | PC | The Ben to the Shore Bike Tour 2020 | $10,000 |
| FIRST UNITED CHURCH OF CHRIST | |||||||
| 151 S 4TH ST | QUAKERTOWN | PA | 18951 | N/A | PC | General & Unrestricted | $2,000 |
| FROM THE HEART PRODUCTIONS INC | |||||||
| 1455 MANDALAY BEACH RD | OXNARD | CA | 93035 | N/A | PC | General & Unrestricted | $200 |
| GENERATION LIFE | |||||||
| 8506 FRANKFORD AVE | PHILADELPHIA | PA | 19136 | N/A | PC | General & Unrestricted | $1,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $8,000 |
| GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI | |||||||
| PO BOX 502 | AMBLER | PA | 19002 | N/A | PC | financial aid fund 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 | $25,000 |
| HOLY GHOST PREPARATORY SCHOOL | |||||||
| 2429 BRISTOL PIKE | BENSALEM | PA | 19020 | N/A | PC | Men's Ice Hockey Program | $200 |
| 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 | Charitable Event | $5,000 |
| 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 |
| KATIE SAMSON FOUNDATION INC | |||||||
| 522 BROOKSIDE AVE | ST DAVIDS | PA | 19087 | N/A | PC | Charitable Event | $2,500 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | General & Unrestricted | $1,000 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | DINNER DANCE fund, AUCTION fund, SECRET SANTA fund AND 180 DEGREES PROGRAM | $5,000 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | N/A | PC | The David Program | $200 |
| LGBT ELDER INITIATIVE | |||||||
| 1315 SPRUCE ST | PHILADELPHIA | PA | 19107 | N/A | PC | Charitable Event | $5,000 |
| LIBERTY LUTHERAN SERVICES | |||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | N/A | PC | General & Unrestricted | $5,000 |
| MARY MOTHER OF THE REDEEMER CATHOLIC CHURCH | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | General & Unrestricted | $690 |
| MARY MOTHER OF THE REDEEMER CATHOLIC CHURCH | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | School Capital Campaign | $2,500 |
| MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL | |||||||
| 1325 UPPER STATE RD | NORTH WALES | PA | 19454 | N/A | PC | Kate Reardon scholarship fund | $2,000 |
| 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 | $2,500 |
| MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | N/A | PC | Professional Development program for Meadowbrook Faculty 2019-2020 | $17,500 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $200 |
| 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 |
| MONTGOMERY COUNTY FOUNDATION INC | |||||||
| 4 SENTRY PKWY STE 302 | BLUE BELL | PA | 19422 | N/A | PC | the Your Way Home Montgomery County Fund - General Support | $5,000 |
| MONTGOMERY TOWNSHIP BASEBALL AND SOFTBALL ASSOCIAT | |||||||
| PO BOX 732 | MONTGOMERYVLE | PA | 18936 | N/A | PC | 2019 MTBSA Sponsorship fund | $275 |
| MOUNT SAINT JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | Charitable Event | $500 |
| MOUNT ST JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | in support of the Mount Crew Team Franklin Award | $1,100 |
| MOUNT ST JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | Sister Kathleen Endowment Fund | $2,400 |
| MOUNT ST JOSEPH ACADEMY | |||||||
| 120 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | st. joseph academy's mount crew team fund; the mount fund, and the sister kathleen endowment fund | $4,000 |
| NEW LIFE PRESBYTERIAN CHURCH OF GLENSIDE | |||||||
| 467 N EASTON RD | GLENSIDE | PA | 19038 | N/A | PC | General & Unrestricted | $5,800 |
| 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 | Varsity Ice Hockey Program | $200 |
| North Penn SHS | |||||||
| 1340 S VALLEY FORGE RD | Lansdale | PA | 19446 | N/A | GOV | Mary Kay Dionne Memorial Scholarship fund | $500 |
| NORTH PENN VALLEY BOYS & GIRLS CLUB INC | |||||||
| PO BOX 103 | LANSDALE | PA | 19446 | N/A | PC | for the purchase of playground equipment at Wissahickon Valley Club | $10,000 |
| PEGASUS THERAPEUTIC RIDING ACADEMY INC | |||||||
| 8297 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | N/A | PC | General & Unrestricted | $400 |
| 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 | $1,750 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | Charitable Event | $5,000 |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | N/A | PC | POBS Program Day with Williamson College of the Trades | $10,500 |
| 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 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $8,000 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | general operating support | $30,000 |
| REGINA COELI ACADEMY | |||||||
| 1525 MARIAN RD | ABINGTON | PA | 19001 | N/A | PC | Volunteer/Board Incentive program | $5,000 |
| RIVERWOOD THERAPEUTIC RIDING CENTER INC | |||||||
| 6825 ROLLING VIEW DR | TOBACCOVILLE | NC | 27050 | N/A | PC | General & Unrestricted | $2,000 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 46 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | N/A | PC | Men's Ice Hockey Program | $200 |
| ROXBOROUGH CHRISTIAN SCHOOL | |||||||
| 6301 RIDGE AVE | PHILADELPHIA | PA | 19128 | N/A | PC | General & Unrestricted | $2,000 |
| SAINT JOSEPH VILLA | |||||||
| 110 W WISSAHICKON AVE | FLOURTOWN | PA | 19031 | N/A | PC | General & Unrestricted | $1,000 |
| SHARING FOUNDATION | |||||||
| PO BOX 600 | CONCORD | MA | 01742 | N/A | PC | General & Unrestricted | $3,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | General & Unrestricted | $5,000 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | Charitable Event | $2,500 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | to Support 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 & Unrestricted | $2,000 |
| ST AUGUSTINE FRIARY | |||||||
| 214 ASHWOOD RD | VILLANOVA | PA | 19085 | N/A | PC | General & Unrestricted | $200 |
| 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 | $25,000 |
| SUNDAY BREAKFAST ASSOCIATION INC | |||||||
| 302 N 13TH ST | PHILADELPHIA | PA | 19107 | N/A | PC | General & Unrestricted | $10,000 |
| THE ELLIS FOUNDATION | |||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | N/A | PC | General & Unrestricted | $168,000 |
| THE GIRLS FRIENDLY SOCIETY IN THE DIOCESE OF PENNS | |||||||
| 644 HUGHES ST | CAPE MAY | NJ | 08204 | N/A | PC | General & Unrestricted | $1,000 |
| TOWAMENCIN SWIM TEAM INC | |||||||
| PO BOX 187 | KULPSVILLE | PA | 19443 | N/A | PC | 2019 season fund | $250 |
| 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 |
| 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 | Charitable Event | $1,500 |
| TRUSTEES OF THE PUBLIC SCHOOL OF GERMANTOWN | |||||||
| PO BOX 287 | FT WASHINGTON | PA | 19034 | N/A | PC | GA Annual Fund | $15,000 |
| TRUSTEES OF THE SMITH COLLEGE | |||||||
| 33 ELM ST | NORTHAMPTON | MA | 01063 | N/A | PC | General & Unrestricted | $2,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | Penn Football Program for 2019-2021 | $2,500 |
| TURNING POINTS FOR CHILDREN | |||||||
| 415 S 15TH ST | PHILADELPHIA | PA | 19146 | N/A | PC | Charitable Event | $2,500 |
| UNIVERSITY OF MARY WASHINGTON FOUNDATION | |||||||
| 1125 JEFFERSON DAVIS HWY STE 200 | FREDERICKSBRG | VA | 22401 | N/A | PC | General & Unrestricted | $200 |
| UNIVERSITY OF SAINT KATHERINE | |||||||
| 1637 CAPALINA RD | SAN MARCOS | CA | 92069 | N/A | PC | in support of the Women's Volleyball Team Challenge | $200 |
| UPPER DUBLIN JUNIOR ATHLETIC ASSOCIATION | |||||||
| 1514 OLD YORK RD | ABINGTON | PA | 19001 | N/A | PC | Mondauk Baseball Field fund | $500 |
| URBANPROMISE INTERNATIONAL INC | |||||||
| PO BOX 156 | PENNSAUKEN | NJ | 08110 | N/A | PC | general operating support - gathering hope | $1,000 |
| URBANPROMISE INTERNATIONAL INC | |||||||
| PO BOX 156 | PENNSAUKEN | NJ | 08110 | N/A | PC | General Operating Support - Gathering Hope | $2,500 |
| 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 | $1,000 |
| WEST DEPTFORD BOOSTER CLUB INC A NEW JERSEY NON-PR | |||||||
| 1600 OLD CROWN PT RD | WESTVILLE | NJ | 08093 | N/A | PC | Leadership Training for Soccer Program | $6,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | General & Unrestricted | $12,157 |
| 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 |
| Wissahickon High School | |||||||
| 521 HOUSTON RD | Ambler | PA | 19002 | N/A | GOV | Jeff Madden Scholarship fund | $1,000 |
| 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 | $25,000 |
| WPLL FOUNDATION INC | |||||||
| 301 OXFORD VALLEY RD STE 303B | YARDLEY | PA | 19067 | N/A | PC | General & Unrestricted | $1,000 |
| 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; Endowment Fund; and for Faculty Professional Development | $11,000 |
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | N/A | PC | General & Unrestricted | $500 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | General & Unrestricted | $13,000 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | as operating support for part-time staff to run Young Life in Abington Schools | $15,000 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | Charitable Event | $3,000 |
| YOUNG LIFE | |||||||
| 223 WOODLYN AVE | GLENSIDE | PA | 19038 | N/A | PC | Charitable Event | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,034,299 | 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 | $2,969 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $851,578 | 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 | -$440,319 | 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 | $66,434 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $480,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $480,662 | 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 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 services to the foundation. during the taxable year ending december 31, 2019, The Foundation paid $147,708 for services rendered by such disqualified person as reported in Form 990-PF, part I, line 16c. The firm billed the foundation at the same 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 services to the foundation. During the taxable year ending December 31, 2019, the Foundation paid $147,708 for services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. The firm billed the foundation at the same 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 services to the foundation. During the taxable year ending December 31, 2019, The Foundation paid $147,708 for services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. The firm billed the foundation at the same 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 services to the foundation. During the taxable year ending December 31, 2019, the Foundation paid $147,708 for services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. The firm billed the foundation at the same or below the rate it charges its other clients. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $388,091 | $329,200 |
| ALPHABET INC CL A | $239,849 | $291,987 |
| AMERICAN TOWER REIT INC | $238,950 | $324,046 |
| APPLE INC | $541,006 | $779,934 |
| ASTRAZENECA | $230,805 | $307,287 |
| AT&T, INC | $240,434 | $327,725 |
| BLACKROCK INC | $358,442 | $379,036 |
| BOEING CO | $287,417 | $271,358 |
| CHEVRON CORP | $268,781 | $271,148 |
| CISCO SYSTEMS INC | $208,023 | $215,436 |
| CONOCOPHILLIPS | $142,854 | $182,669 |
| COSTCO WHOLESALE CORPORATION | $227,336 | $283,339 |
| CSX CORP | $299,008 | $297,761 |
| CVS CAREMARK CORP | $295,884 | $293,446 |
| D R HORTON | $292,428 | $368,723 |
| DANAHER CORP | $219,014 | $325,224 |
| DOLLAR GENERAL CORP | $270,153 | $392,602 |
| FACEBOOK INC | $228,260 | $298,844 |
| INTEL CORP | $268,028 | $480,955 |
| ISHARE SP SMALL CAP 600 INDEX | $7,766,023 | $8,061,087 |
| JOHNSON & JOHNSON | $296,096 | $320,622 |
| JP MORGAN CHASE | $350,465 | $443,989 |
| LORD ABBETT ULTRA SHORT BOND F | $115,408 | $115,750 |
| MICROSOFT CORP | $454,858 | $639,631 |
| NEXTERA ENERGY, INC | $279,061 | $370,263 |
| NVIDIA CORP | $238,688 | $347,303 |
| PNC FINANCIAL GROUP INC | $327,852 | $375,769 |
| PROCTER GAMBLE CO | $222,965 | $270,533 |
| RIO TINTO PLC SPONSORED ADR | $218,898 | $266,883 |
| S&P GLOBAL INC COM | $193,711 | $282,061 |
| SCHWAB US MID CAP | $9,274,748 | $10,278,913 |
| TARGET CORPORATION | $253,825 | $405,785 |
| TYSON FOODS INC CL A | $187,460 | $252,272 |
| VANGUARD FTSE DEVELOPED MARKET | $1,971,806 | $2,005,787 |
| VANGUARD FTSE EMERGING MARKETS | $7,814,765 | $8,112,973 |
| VISA INC | $387,895 | $525,744 |
| WALT DISNEY HOLDINGS CO | $219,988 | $283,186 |
| WASTE MANAGEMENT INC | $314,879 | $313,162 |
| ZOETIS INC | $217,245 | $330,610 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LIFE INSURANCE - AG #A10127585 | $166,510 | $166,510 |
| LIFE INSURANCE - LINCOLN #6590 | $376,849 | $376,849 |
| LIFE INSURANCE - NY LIFE #4541 | $1,604,184 | $1,604,184 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $55,000 | $55,000 | |
| Bank Charges | $341 | $341 | |
| Foundation Dues & Memberships | $1,750 | $1,750 | |
| Indemnification Insurance | $1,384 | $1,384 | |
| Life Insurance Premium | $30,340 | ||
| OFFICE SUPPLIES | $4,382 | $4,382 | |
| STATE OR LOCAL FILING FEES | $25 | $25 | |
| TRAINING & PROFESSIONAL DVLP | $89 | $89 |
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 | $66,434 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $147,708 | $147,708 | |
| Philanthropic Consulting Srvcs | $74,149 | $74,149 | |
| Website Development | $5,000 | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $12,400 |
| 990-PF Extension for 2018 | $16,210 |