POTTSTOWN REGIONAL COMMUNITY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- POTTSTOWN REGIONAL COMMUNITY FOUNDATION (EIN 23-2344729)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-12
- IRS object ID
- 201843169349101169
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T13:52:25-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231144520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET SUITE 2400 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232344729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTSTOWN AREA HEALTH AND WELLNESS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POTT | BusinessNameControlTxt |
| Phone | 6103232006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW CAPPELLETTI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6103232006 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY CULLEN | PreparerPersonNm |
| PTIN | P00974308 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2018-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.104.70.126 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 14:52:03 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9F90DD8A088C3333434B10B0201CF9BEF458A364 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 830645D681CAA3AF1C918C4FBF0A55AE78625433 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,176,944 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $702 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,951,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,951,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,635,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,552,964 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,635,721 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,380 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,589,552 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,587,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $221,769 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $88,708 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $133,036 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $569,090 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $149,314 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $419,769 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $160,313 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $43,464 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $118,807 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,498 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22,498 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $188,723 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,752 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $132,412 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,215 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $45,522 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $24,851 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $24,851 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $73,919 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,784 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $59,351 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $55,326 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11,065 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $46,172 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $14,048 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,810 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $10,994 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $594,358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,352 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $491,653 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,050,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $493,113 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,471,716 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,776,557 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,698,967 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,827,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $493,113 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,170,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$237,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,094,357 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,496 | CashBOYAmt |
| Cash EOY | $102,082 | CashEOYAmt |
| Cash EOYFMV | $102,082 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,268 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,176 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $21,662 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,612 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,612 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $76,792,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,633,965 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,633,965 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,460,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,274,614 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,274,614 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $350,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $279,555 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $53,979 | LandBOYAmt |
| Land EOY | $70,495 | LandEOYAmt |
| Land EOYFMV | $70,495 | LandEOYFMVAmt |
| Total Assets BOY | $80,515,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,176,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,176,944 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $344,785 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $356,938 | AccountsPayableEOYAmt |
| Grants Payable BOY | $123,568 | GrantsPayableBOYAmt |
| Grants Payable EOY | $201,158 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $25,079,531 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,078,755 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,547,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,636,851 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $54,967,424 | UnrestrictedBOYAmt |
| Unrestricted EOY | $59,540,093 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,967,424 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,540,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,515,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,176,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,967,424 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$237,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,810,155 | OtherIncreasesAmt |
| Subtotal | $59,540,093 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,540,093 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TOO VOLUMINOUS TO LIST - DETAILS AVAILABLE AT TAXPAYER'S OFFICE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $12,552,964 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,917,243 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,635,721 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,635,721 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,635,721 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,326,460 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $78,157,377 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055356 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,599,469 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $77,310,316 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059494 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,063,803 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $82,159,403 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049462 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,727,529 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $81,008,575 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046014 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,566,515 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $76,166,946 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046825 | DistributionYr5Rt |
| Total Distribution | 0.257151 | TotalDistributionRt |
| Average Distribution | 0.051430 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $80,212,290 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,125,318 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40,944 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,166,262 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,170,683 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $40,944 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,944 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $95 | EsPenaltyAmt |
| Tax Due | $3,039 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.POTTSTOWNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID KRAYBILL EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 6103232006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 E HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID KRAYBILL | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | PRESIDENT | 40.00 | $221,769 | $41,372 | $0 |
| KEITH HARRISON DO FAAFP | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MYRA GEHRET FORREST ED D | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| TODD ALDERFER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| PHILIP COOK | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LINDA FLEDERBACH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| PETER GLENNON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MATTHEW CAPPELLETTI | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | TREASURER | 5.00 | $0 | $0 | $0 |
| B DOUGLAS TRAINER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DEBORAH LEE | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ADAM CONISH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ASHIA COOPER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOHN FOSTER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SONIA FRECON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LORI REINHART MUSSON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| CHARLIE PALLADINO | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DANNY AARON JR | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | TREASURER | 5.00 | $0 | $0 | $0 |
| JEFFREY SPARAGANA | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD BROWN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $109,364 | $23,350 | $0 |
| LAURA DEFLAVIA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | CONTROLLER | 40.00 | $114,239 | $14,432 | $0 |
| CRAIG COLISTRA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $74,804 | $21,433 | $0 |
| ROSEMARIE WALTERS | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | OFFICE MANAGER | 40.00 | $73,754 | $21,962 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PUBLIC HEALTH MANAGEMENT CORP | |||||
| 1500 MARKET ST 1500 | PHILADELPHIA | PA | 19102 | HEALTHCARE CONSULTING | $196,027 |
| VERALON | |||||
| 1628 JOHN F KENNEDY BLVD 500 | PHILADELPHIA | PA | 19103 | HEALTHCARE CONSULTING | $64,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $81,171,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $187,152 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $74,751 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,433,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,433,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,221,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,212,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,010,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,010,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,944 | TotalTaxAmt |
| Distributable Before Adj | $3,969,671 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,969,671 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,969,671 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,170,683 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,170,683 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $40,944 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,129,739 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,969,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $36,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $797,761 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $501,389 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,335,817 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,170,683 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,969,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $201,012 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,536,829 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,536,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $36,667 | ExcessFromYear3Amt |
| Excess From Year2 | $797,761 | ExcessFromYear2Amt |
| Excess From Year1 | $501,389 | ExcessFromYear1Amt |
| Excess From Current Year | $201,012 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOWARD BROWN CRAIG COLISTRA PROGRAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6103232006 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE TO BE COMPLETED AND POTENTIAL GRANTEES NEED TO PROVIDE AN ORGANIZATION BUDGET, A PROGRAM BUDGET, AN IRS DETERMINATION LETTER, MOST RECENT AUDIT REPORT AND/OR FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY BASED ON EACH FALL AND SPRING GRANT ROUND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | A POTENTIAL GRANTEE ORGANIZATION MUST BE A NON-PROFIT ORGANIZATION LOCATED WITHIN 10 MILES OF THE BOROUGH OF POTTSTOWN. THE GRANT MUST FALL WITHIN ONE OF THE ORGANIZATION'S THREE CORE PRIORITIES OF: (1) FUNDING PROGRAMS AND SOLUTIONS FOR LONG-TERM IMPROVEMENT IN HEALTHY BEHAVIORS; (2) FUNDING PROGRAMS FOR PHYSICAL HEALTH AND EMOTIONAL WELL-BEING; (3) FUNDING LEARNING OPPORTUNITIES AND STRATEGIC PLANNING TO STRENGTHEN NON-PROFITS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLAMO | ||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | COMMUNITY HEALTH CONNECTIONS | $62,725 |
| BOROUGH OF POTTSTOWN | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | ON YOUR PARK, GET SET, GO!, INFOCUS FILM FESITIVAL, MEMORIAL PARK AND WALK BIKE POTTSTOWN | $58,000 |
| BOROUGH OF SPRING CITY | ||||||
| 6 S CHURCH STREET | SPRING CITY | PA | 19475 | GOVERNMENT ENTITY | ON YOUR PARK, GET SET, GO! AND BROWN STREET PARK IMPROVEMENTS | $25,195 |
| BOYERTOWN AREA SCHOOL DISTRICT | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | BRAIN BODY CONNECTION | $97,500 |
| BOYERTOWN LIONS COMMUNITY AMBULANCE SERVICE INC | ||||||
| 2 EAST SECOND STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | FIRST RESPONDERS FITNESS PROGRAM | $5,000 |
| BROOKSIDE MONTESSORI | ||||||
| 1075 ROUTE 100 | BECHTELSVILLE | PA | 19505 | SCHOOL | BE WELL | $10,000 |
| CAMPHILL VILLAGE KIMBERTON HILLS | ||||||
| PO BOX 1045 | KIMBERTON | PA | 19442 | PUBLIC CHARITY | AGING IN COMMUNITY PROGRAM | $7,500 |
| CARSON VALLEY CHILDREN'S AID | ||||||
| 1314 DEKALB STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | WOMEN'S VOICES, HEALTHY CHOICES | $22,000 |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | ||||||
| 1220 L STREET NW SUITE 300 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | BUILDING SUPPORT FOR A HEALTHY EATING SNAP PILOT IN PENNSYLVANIA | $15,000 |
| CENTRO CULTURAL LATINO UNIDOS INC | ||||||
| BOX 613 19 S KEIM STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | DISTRESS TO DE-STRESS & BEAUTY | $10,000 |
| CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY | ||||||
| PO BOX 706 | NORRISTOWN | PA | 19404 | PUBLIC CHARITY | FOSTERING RESILIENCY THROUGH FAMILY ADVOCACY | $25,000 |
| CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 1485 VALLEY FORGE ROAD | WAYNE | PA | 19087 | GOVERNMENT ENTITY | SCOUTING: WELLNESS, CITIZENSHIP, CHARACTER AND LEADERSHIP DEVELOPMENT FOR YOUTH IN POTTSTOWN | $9,000 |
| CREATIVE HEALTH SERVICES | ||||||
| 11 ROBINSON STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | HEALTHY CHOICES, HEALTHY FAMILIES PROGRAM | $97,558 |
| DANIEL BOONE AREA SCHOOL DISTRICT | ||||||
| 321 N FURNACE ST SUITE 200 | BIRDSBORO | PA | 19508 | GOVERNMENT ENTITY | HEALTHY FOR A LIFETIME PROGRAM | $90,000 |
| DEVELOPMENTAL ENTERPRISES CORP | ||||||
| 333 E AIRY STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | HEALTHY EATING, HEALTHY LIVING | $16,750 |
| DOUGLASS TOWNSHIP | ||||||
| 1320 EAST PHILADELPHIA AVENUE | GILBERTSVILLE | PA | 19525 | GOVERNMENT ENTITY | ON YOUR PARK, GET SET, GO! | $1,000 |
| EXPRESSIVE THERAPY CONCEPTS INC | ||||||
| 125 PROSPECT STREET | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | SMASHVILLE BADMINTON: KIDS AND ADULT FITNESS PROGRAMMING | $21,000 |
| FAMILY SERVICES OF MONTGOMERY COUNTY | ||||||
| 3125 RIDGE PIKE | EAGLEVILLE | PA | 19403 | PUBLIC CHARITY | BUILDING RESILIENCE AMONG YOUNG PARENTS & PROJECT HEARTH | $34,865 |
| FOUNDATION FOR BOYERTOWN EDUCATION | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | ORGANIZATION SUSTAINABILITY | $30,925 |
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | EXECUTIVE DIRECTOR POSITION & PART TIME ADMINISTRATIVE ASSISTANT POSITION | $40,000 |
| GARRETT THE GRAND - BATTEN FIGHTER | ||||||
| 2430 MAGNOLIA DRIVE | GILBERTSVILLE | PA | 19525 | PUBLIC CHARITY | GET OUT AND PLAY, MOTIVATING FAMILIES WITH DIABILITIES TO RUN AND BIKE | $20,000 |
| GREATER POTTSTOWN TENNIS & LEARNING | ||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GAME, SET COLLEGE AND TENNIS & EDUCATION CENTER | $155,000 |
| HEALTH CARE ACCESS | ||||||
| 723 WHEATLAND STREET | PHOENIXVILLE | PA | 19460 | PRIVATE FOUNDATION | HEALTH CARE ACCESS PROGRAMS | $15,000 |
| HOBART'S RUN NEIGHBORHOOD DISTRICT | ||||||
| 860 BEECH STREET | POTTSTOWN | PA | 19464 | PRIVATE SCHOOL | POTTSTOWN AREA SOCIAL INNOVATION LAB | $15,000 |
| JULIAN DORSEY FOUNDATION | ||||||
| 1014 CHERRINGTON DRIVE | HARRISBURG | PA | 17110 | PUBLIC CHARITY | STRENGTHENING THE INFRASTRUCTURE OF THE JT DORSEY FOUNDATION | $15,000 |
| LAUREL HOUSE | ||||||
| 605 SWEDE STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | POTTSTOWN AREA SERVICES | $4,825 |
| LOWER POTTSGROVE TOWNSHIP | ||||||
| 2199 BUCHERT ROAD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | GERALD RICHARDS PARK PHASE III - NEIGHBORHOOD ACCESS PROJECT | $25,000 |
| MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY | ||||||
| 30 W BARNARD ST STE 1 | WEST CHESTER | PA | 19382 | PUBLIC CHARITY | HEALTHY START AND ACCESS TO BENEFITS FOR VULNERABLE FAMILIES IN POTTSTOWN | $43,425 |
| MATERNITY CARE COALITION | ||||||
| 200 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | POTTSTOWN EARLY HEAD START AND PARENTING INITIATIVE | $50,000 |
| MEALS ON WHEELS OF CHESTER COUNTY INC | ||||||
| 3 EAST STOW ROAD | MARLTON | NJ | 08053 | PUBLIC CHARITY | ASSISTANCE IN PURCHASING MEALS FOR NEEDY, HOMEBOUND INDIVIDUAL IN SPRING CITY | $2,000 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||
| 101 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | COLLEGE | DENTAL SEALANT DAY | $3,703 |
| NORTH COVENTRY TOWNSHIP | ||||||
| 845 S HANOVER ST | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | ON YOUR PARK, GET SET, GO! AND RIVERSIDE PARK BOAT DOCK REPLACEMENT | $16,000 |
| OJR WILDCAT CREW CLUB | ||||||
| 106 PERCHERON DR | SPRING CITY | PA | 19475 | PUBLIC CHARITY | DEVELOPMENT AND EXPANSION OF ROWING IN THE POTTSTOWN AREA ON THE SCHUYLKILL RIVER | $15,000 |
| OWEN J ROBERTS SCHOOL DISTRICT | ||||||
| 901 RIDGE ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | FIT FOR LIFE PROGRAM | $83,000 |
| PINE FORGE ACADEMY | ||||||
| 361 PINE FORGE RD | PINE FORGE | PA | 19548 | GOVERNMENT ENTITY | PFA FOUR-H (HEALTH, HANDS, HEAD & HEART) PROJECT | $20,000 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | 2018-2019 HEALTH & WELLNESS | $35,000 |
| POTTSTOWN AREA POLICE ATHLETIC LEAGUE | ||||||
| PO BOX 176 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN PAL | $60,000 |
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||
| 137 WALNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BUILDING A HEALTHY COMMUNITY | $70,000 |
| POTTSTOWN ATHLETIC CLUB | ||||||
| 21 N HANOVER STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | FITNESSTOWN USA III & PADDLE POOL | $90,000 |
| POTTSTOWN DOWNTOWN IMPROVEMENT DISTRICT AUTHORITY | ||||||
| 17 N HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN FARM | $15,000 |
| POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMISSION | ||||||
| PO BOX 311 | NORRISTOWN | PA | 19404 | GOVERNMENT ENTITY | POTTSTOWN REGION PARKS MINI GRANT PROGRAM | $719 |
| POTTSTOWN PARKS & RECREATION FOUNDATION INC | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | CAPACTIY BUILDING PROJECT - PHASE I - SENSING THE USER | $5,000 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | HEALTHY SCHOOL COMMUNITIES INITIATIVE | $97,500 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PEAK WHOLE CHILD WELLNESS | $86,850 |
| PRESERVATION POTTSTOWN | ||||||
| 1304 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MOSAIC COMMUNITY GARDEN 2018 | $75,000 |
| PROJECT PURPOSE | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PROJECT PURPOSE | $61,200 |
| RESTORATION DELIVERANCE LIFE CENTER | ||||||
| 2871 E HIGH ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FAMILY BASED COMMUNITY AND CHILDCARE PROGRAM | $10,000 |
| ROCKSTAR ROLLER DERBY | ||||||
| PO BOX 524 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | ROCKSTAR ROLLER DERBY: VENUE & EQUIPMENT UPGRADES | $5,000 |
| ROYERSFORD OUTREACH | ||||||
| 350 MAIN STREET | ROYERSFORD | PA | 19468 | PUBLIC CHARITY | GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS | $20,000 |
| SALVATION ARMY | ||||||
| 137 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN WORKS: START-UP TO SUSTAINABILITY | $57,450 |
| SALVATION ARMY OF BOYERTOWN | ||||||
| 409 SOUTH READING AVE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | COMMUNITY BASKETBALL COURT REPAIRS AND UPGRADES | $10,000 |
| SCHUYLKILL RIVER ATHLETIC CLUB | ||||||
| 21 N HANOVER STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | C.R.E.W. COMMUNITY RECREATIONAL WATER ATHLETICS PROGRAM | $10,000 |
| SCHUYLKILL RIVER GREENWAY ASSOCIATION | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | CIRCUIT RIDER | $59,736 |
| SPRING-FORD AREA SCHOOL DISTRICT | ||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | WELLNESS MATTERS! | $62,500 |
| SPRING-FORD COUNSELING SERVICES | ||||||
| 201 N 4TH AVE | ROYERSFORD | PA | 19468 | SCHOOL | SIGNS OF SUICIDE | $7,586 |
| SPRING VALLEY HEAT | ||||||
| 2965 E HIGH ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PA HEAT ALLSTARS | $10,000 |
| ST ALOYSIUS PARISH SCHOOL | ||||||
| 220 N HANOVER STREET | POTTSTOWN | PA | 19464 | CATHOLIC SCHOOL | ENVIRONMENTAL FITNESS: INSIDE AND OUTMARKETING AND BRANDING CAMPAIGN | $10,000 |
| THE ERIK FOUNDATION | ||||||
| 750 E MARSHALL ST 106 | WEST CHESTER | PA | 19380 | PUBLIC CHARITY | MARKETING AND BRANDING CAMPAIGN | $2,500 |
| THE PENNSLYVANIA STATE UNIVERSITY | ||||||
| 110 TECHNOLOGY CENTER BLDG | UNIVERSITY PAKR | PA | 16802 | COLLEGE | CUSTOM MODULE DEVELOPMENT FOR TRAUMA AWARENESS TRAINING | $96,300 |
| THE TRISKELES FOUNDATION | ||||||
| 707 EAGLEVIEW BLVD SUITE 105 | EXTON | PA | 19341 | PUBLIC CHARITY | FOOD FOR THOUGHT EXPANSION PLANNING | $50,000 |
| TRICOUNTY ACTIVE ADULT CENTER | ||||||
| 288 MOSER ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PRIME TIME HEALTH - MAKING HEALTHIER LIVES POSSIBLE FOR OLDER ADULTS | $45,000 |
| TOWNSHIP OF UPPER POTTSGROVE | ||||||
| 1409 FARMINGTON AVENUE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | ON YOUR PARK, GET SET, GO! | $6,000 |
| TRICOUNTY AREA CHAMBER OF COMMERCE FOUNDATION INC | ||||||
| 152 E HIGH STREET SUITE 360 | POTTSTOWN | PA | 19464 | CHAMBER OF COMMERCE | WORKSITE WELLNESS INITIATIVE | $15,000 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMUNITY CAMP, POTTSTOWN CHILDREN'S DISCOVERY CENTER AND COMMUNITY COLLABORATIVE AND CAPACITY BUILDING | $150,090 |
| UNITED WAY OF BOYERTOWN | ||||||
| PO BOX 213 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | MATCHING GRANT FOR ANNUAL CAMPAIGN | $15,000 |
| UNITED WAY OF GREATER PHILADELPHIA | ||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | PUBLIC CHARITY | MATCHING GRANT FOR ANNUAL CAMPAIGN | $30,785 |
| UPPER FREDERICK TOWNSHIP | ||||||
| PO BOX 597 | FREDERICK | PA | 194350597 | GOVERNMENT ENTITY | ON YOUR PARK, GET SET, GO! | $3,500 |
| VALLEY FORGE TOURISM & CONVENTION BOARD | ||||||
| 1000 FIRST AVE SUITE 101 | KING OF PRUSSIA | PA | 19406 | PUBLIC CHARITY | SYMETRA GOLF TOUR | $75,000 |
| VISITING NURSE ASSOCIATION | ||||||
| 1963 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PERSONAL NAVIGATOR PROGRAM WITH EXPANDED LEGAL SUPPORT | $25,000 |
| WELLNESS COUNCIL OF BOYERTOWN | ||||||
| PO BOX 87 | GILBERTSVILLE | PA | 19525 | PUBLIC CHARITY | CONTINUING TO CREATE A CULTURE OF WELLNESS & PROFESSIONAL DEVELOPMENT SOFTWARE FOR NON-PROFIT FUNDRAISING | $26,500 |
| WEST-MONT CHRISTIAN ACADEMY | ||||||
| 873 SOUTH HANOVER STREET | POTTSTOWN | PA | 19465 | SCHOOL | PHYSICAL AND MENTAL RESILIENCY PROGRAM | $40,000 |
| YWCA TRI-COUNTY AREA | ||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PHASE 2 STRATEGIC PLAN IMPLEMENTATION & YW HEALTHY PATHWAYS PROJECT | $100,000 |
| RETURNED GRANT DOLLARS - ARTFUSION | ||||||
| 254 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BEECH STREET FACTORY - COMMUNITY PROGRAMS | -$2,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,698,967 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMISSION | ||||||
| PO BOX 311 | NORRISTOWN | PA | 19404 | GOVERNMENT ENTITY | POTTSTOWN REGION PARKS MINI GRANT PROGRAM | $100,000 |
| TRICOUNTY ACTIVE ADULT CENTER | ||||||
| 288 MOSER ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PRIME TIME HEALTH - MAKING HEALTHIER LIVES POSSIBLE FOR OLDER ADULTS | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $145,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,951,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,635,721 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOCIAL/EMOTIONAL TOOLKIT SALES | Desc |
| Unrelated Business Taxbl Incm | $1,380 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,380 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,587,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,588,850 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11 | SOCIAL/EMOTIONAL TOOLKITS CONTRIBUTE TO THE ACCOMPLISHMENT OF THE |
| 11 | ORGANIZATION'S EXEMPT PURPOSES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT | CategoryTxt |
| Amt | $21,500 | Amt |
| Net Investment Income | $4,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $77,633,965 | EOYBookValueAmt |
| EOYFMV | $77,633,965 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | FMV | $2,174,614 | $2,174,614 |
| PROGRAM RELATED INVESTMENT | FMV | $100,000 | $100,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $22,498 | LegalFeesAmt |
| Net Investment Income | $22,498 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $990 | $198 | $787 |
| COMMUNICATION AND EDUCATIONAL PROGRAMS | $68,267 | $13,653 | $61,135 |
| OFFICE EXPENSE | $15,136 | $3,027 | $12,639 |
| DUES AND MEMBERSHIPS | $14,736 | $2,947 | $11,789 |
| INSURANCE | $30,043 | $6,009 | $24,034 |
| POSTAGE | $2,024 | $405 | $1,665 |
| WEBSITE LINK AND MAINTENANCE FEES | $6,926 | $1,385 | $5,509 |
| EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE | $50,156 | $10,031 | $46,072 |
| MISCELLANEOUS | $3,484 | $697 | $2,792 |
| PROGRAM EXPENSES | $248,746 | $0 | $248,746 |
| NONPROFIT EVENTS SUPPORT | $29,858 | $0 | $29,808 |
| ACCOUNTING CARRYOVER | $9,600 | $0 | $0 |
| PENSION PLAN - PMMC | $67,431 | $0 | $0 |
| SEMINAR EXPENSE | $46,961 | $0 | $46,677 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOCIAL/EMOTIONAL TOOLKIT SALES | Desc |
| Revenue And Expenses Per Books | $1,380 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,380 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $1,069,182 |
| PENSION BENEFIT - NONOPERATING REVENUE | $3,731,688 |
| EAST AUXILIARY GIFT SHOP - NONOPERATING INCOME | $9,285 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION EXPENSE | Desc |
| BOY Book Value | $25,079,531 | BOYBookValueAmt |
| EOY Book Value | $20,078,755 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND ADVISORY FEES | $47,509 | $47,509 | $0 |
| CONSULTING | $141,214 | $28,243 | $132,412 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $63,494 | $17,215 | $45,522 |
| EXCISE TAX | $40,592 | $0 | $0 |