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INDEPENDENCE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
INDEPENDENCE FOUNDATION (EIN 23-1352110)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-27
IRS object ID
201802399349100010
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-08-27T13:41:52-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232108173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RKL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13501 CONCORD ROAD PO BOX 21439AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352110EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDEPENDENCE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDEBusinessNameControlTxt
Phone2159854009PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BROAD STREET NO 1101AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN SHERMANPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone2159854009PhoneNum
Signature2018-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS L BERMAN CPAPreparerPersonNm
PTINP01269555PTIN
Phone7178433804PhoneNum
Preparation2018-08-07PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$77,028,555FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$16,557InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16,495InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,861,185DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,861,185DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,240,199NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,062,078GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,143,015CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$34,327OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$24,860OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,152,268TotalRevAndExpnssAmt
Total Net Invst Incm$6,045,555TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$538,323CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$261,465CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$276,858CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$311,636OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$53,262OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$258,374OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$243,351PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$90,110PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$153,241PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$80,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$72,450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$165,086OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$67,029OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$98,057OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,302TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$15,008DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$3,804DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$182,475OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$46,750OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$135,725OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$55,579TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,172TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$49,407TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,980PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$995PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$2,985PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$211,071OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,986OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$182,085OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,810,311TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$631,023TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,164,782TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,514,760ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,514,760ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,325,071TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$631,023TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,679,542TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$827,197ExcessRevenueOverExpensesAmt
Net Investment Income$5,414,532NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$500CashBOYAmt
Cash EOY$703CashEOYAmt
Cash EOYFMV$703CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,388,043SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$693,178SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$693,178SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$47,432,814CorporateStockBOYAmt
Corporate Stock EOY$54,904,384CorporateStockEOYAmt
Corporate Stock EOYFMV$54,904,384CorporateStockEOYFMVAmt
Corporate Bonds BOY$17,870,953CorporateBondsBOYAmt
Corporate Bonds EOY$18,660,817CorporateBondsEOYAmt
Corporate Bonds EOYFMV$18,660,817CorporateBondsEOYFMVAmt
Other Investments BOY$2,787,520OtherInvestmentsBOYAmt
Other Investments EOY$1,884,263OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,884,443OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,105,930LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,102,115LandBldgEquipAccumDeprecAmt
Land BOY$18,822LandBOYAmt
Land EOY$3,815LandEOYAmt
Land EOYFMV$3,815LandEOYFMVAmt
Other Assets BOY$271,693OtherAssetsBOYAmt
Other Assets EOY$271,693OtherAssetsEOYAmt
Other Assets EOYFMV$881,215OtherAssetsEOYFMVAmt
Total Assets BOY$69,770,345TotalAssetsBOYAmt
Total Assets EOY$76,418,853TotalAssetsEOYAmt
Total Assets EOYFMV$77,028,555TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$69,770,345UnrestrictedBOYAmt
Unrestricted EOY$76,418,853UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$69,770,345TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$76,418,853TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$69,770,345TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$76,418,853TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$69,770,345TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$827,197ExcessRevenueOverExpensesAmt
Other Increases$6,521,474OtherIncreasesAmt
Subtotal$77,119,016SubtotalAmt
Other Decreases$700,163OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$76,418,853TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITY$9,172,509$5,817,977$3,354,532$3,354,532
PASS THROUGH LBC CREDIT PARTNERS PARALLEL II, LP$3,902-$3,902-$3,902P
PASS THROUGH LBC CREDIT PARTNERS PARALLEL II, LP$30$30$0$0P
PASS THROUGH PATRIOT FINANCIAL PARTNERS, LP$776,915$776,915$776,915P
PASS THROUGH LUBERT-ADLER REAL ESTATE FUND VI-A, LP$7,254$7,254$7,254P
PASS THROUGH LUBERT-ADLER REAL ESTATE FUND VI-A, LP$41,291$41,291$0$0P
PASS THROUGH LUBERT-ADLER REAL ESTATE FUND VI, LP$8,216$8,216$8,216P
PASS THROUGH LUBERT-ADLER REAL ESTATE FUND VI, LP$55,863$55,863$0$0P
FieldValueIRS element (for citing)
Capital Gain Net Income$4,143,015CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,783,771AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$66,857,474NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.071552DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,798,780AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$71,284,272NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.067319DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,034,209AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$71,926,038NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.069991DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,949,698AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$67,926,248NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.072869DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,798,874AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$64,349,160NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.074576DistributionYr5Rt
Total Distribution0.356307TotalDistributionRt
Average Distribution0.071261AverageDistributionRt
Net Vl Noncharitable Assets$73,179,499NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,214,844AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$54,145NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,268,989AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,679,542QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$108,291InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$108,291SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$108,291TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$40,471EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$180,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$220,471TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,750EsPenaltyAmt
Overpayment$110,430OverpaymentAmt
Applied To ES Tax$110,430AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateIDOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.INDEPENDENCEFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2159854009PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BROAD STREET NO 1101AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HON PHYLLIS W BECK
INDEPENDENCE FOUNDATION 200 S BROADSTREET SUITE 1101PHILADELPHIAPA19102BOARD CHAIR, CFO40.00$219,717$26,088$2,640
SUSAN E SHERMAN
INDEPENDENCE FOUNDATION 200 S BROADSTREET SUITE 1101PHILADELPHIAPA19102PRESIDENT, CEO40.00$318,606$40,507$2,640
ANDRE L DENNIS ESQUIRE
INDEPENDENCE FOUNDATION 200 S BROADSTREET SUITE 1101PHILADELPHIAPA19102VICE PRESIDENT2.00$0$0$0
BARTON M SILVERMAN
INDEPENDENCE FOUNDATION 200 S BROADSTREET SUITE 1101PHILADELPHIAPA19102VICE PRESIDENT2.00$0$0$0
CATHERINE CARR
INDEPENDENCE FOUNDATION 200 S BROADSTREET SUITE 1101PHILADELPHIAPA19102SECRETARY2.00$0$0$0
DERICK DREHER
INDEPENDENCE FOUNDATION 200 S BROADSTREET SUITE 1101PHILADELPHIAPA19102ASST. SECRETARY2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JENNIFER BOHNENBERGER
200 SOUTH BROAD STREETPHILADELPHIAPA19102DIRECTOR OF GRANTMAK40.00$129,769$48,827$2,640
KATE E TEJADA
200 SOUTH BROAD STREETPHILADELPHIAPA19102OFFICE ADMINISTRATOR40.00$60,584$30,649$2,668
GLEN KNAPP
200 SOUTH BROAD STREETPHILADELPHIAPA19102PROGRAM OFFICER40.00$52,000$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RKL LLP
PO BOX 8408LANCASTERPA176048408AUDIT/TAX SERVICES$80,500
FOUNDATION SOURCE
55 WALLS DRIVEFAIRFIELDCT06824FOUNDATION MANAGEMENT SERVICES$80,025
MILL CREEK CAPITAL ADVISORS
161 WASHINGTON STREETCONSHOHOCKENPA19428INVESTMENT SERVICES$56,088
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$72,980,535AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$428,343AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$885,030FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$74,293,908TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$74,293,908AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,114,409CashDeemedCharitableAmt
Net Vl Noncharitable Assets$73,179,499NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,658,975MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,658,975MinimumInvestmentReturnAmt
Tax Based On Investment Income$108,291TaxBasedOnInvestmentIncomeAmt
Income Tax$26,490IncomeTaxAmt
Total Tax$134,781TotalTaxAmt
Distributable Before Adj$3,524,194DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,524,194DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,524,194DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,679,542ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,679,542QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,679,542AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,524,194DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,612,486ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,621,269ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,572,252ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,300,706ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,524,348ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,631,061TotalExcessDistributionCyovAmt
Qualifying Distributions$4,679,542QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,524,194AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,155,348RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,786,409TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,612,486ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,173,923ExcessDistriCyovToNextYrAmt
Excess From Year4$1,621,269ExcessFromYear4Amt
Excess From Year3$1,572,252ExcessFromYear3Amt
Excess From Year2$1,300,706ExcessFromYear2Amt
Excess From Year1$1,524,348ExcessFromYear1Amt
Excess From Current Year$1,155,348ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN E SHERMAN PRESIDENT INDEPENDERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BROAD STREET SUITE 1101AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2159854009RecipientPhoneNum
Form And Info And MaterialsINDEPENDENCE FOUNDATION DOES NOT ACCEPT UNSOLICITED PROPOSALS. EACH YEAR THE FOUNDATION SENDS OUT REQUEST FOR PROPOSALS (RFP) UNDER THE FOLLOWING CATEGORIES: CULTURE AND THE ARTS, HEALTH AND HUMAN SERVICES, PUBLIC INTEREST LEGAL AID, NURSE MANAGED HEALTH CARE INITIATIVE, PUBLIC INTEREST LAW FELLOWSHIP PROGRAM, AND FELLOWSHIPS IN THE ARTS PROGRAM. ORGANIZATIONS NOT PREVIOUSLY FUNDED BY THE FOUNDATION ARE ENCOURAGED TO SEND A TWO PAGE LETTER OF INQUIRY INCLUDING ORGANIZATIONAL BACKGROUND INFORMATION, AMOUNT BEING REQUESTED AND DESCRIPTION OF THE PROGRAM/SERVICES FOR WHICH THE FUNDS WILL BE USED. PLEASE NOTE THAT THE FOUNDATION'S FUNDING AREA IS RESTRICTED TO PHILADELPHIA AND ITS SURROUNDING PENNSYLVANIA COUNTIES: BUCKS, CHESTER, DELAWARE AND MONTGOMERY.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE FOUNDATION ESTABLISHES A GRANT CYCLE ON A YEARLY BASIS AND ALL DECISIONS ARE MADE IN CYCLE.SubmissionDeadlinesTxt
Restrictions On AwardsLETTERS OF INQUIRY WILL BE REVIEWED FOR CONSISTENCY WITH CURRENT FUNDING PRIORITIES. SHOULD THE APPLICATION, AFTER REVIEW BY THE BOARD OF DIRECTORS, PROVE TO BE WITHIN THE SCOPE OF THE FOUNDATION'S INTERESTS, THE APPLICANT WILL BE ADVISED AND THE NECESSARY INTERVIEWS MAY BE ARRANGED PRIOR TO A FINAL DETERMINATION BY THE BOARD OF DIRECTORS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (321 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
11TH HOUR THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCNEW THEATRE WORKS INITIATIVE$25,000
11TH HOUR THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
1812 PRODUCTIONS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR "EVENTA DU SCHMANCY" FUNDRAISER$5,000
1812 PRODUCTIONS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCNEW THEATRE WORKS INITIATIVE$10,000
ACADEMY OF VOCAL ARTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPATRONS TABLE SPONSOR OF ACADEMY OF VOCAL ARTS VIVA LA VOCE$5,000
ACT II PLAYHOUSE LTD
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
AFTER SCHOOL ACTIVITIES PARTNERSHIPS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCMARCIENE MATTLEMAN FUND$5,000
AIDS LAW PROJECT OF PENNSYLVANIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
ALBERT M GREENFIELD HOME AND SCHOOL ASSOCIATION INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$2,000
AMERICAN ACADEMY OF NURSING INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCRAISE THE VOICE, EDGE RUNNER INITIATIVE$15,000
AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCANDREW CHRISTY 3RD QUARTER$13,884
AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,315
AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCANDREW CHRISTY 4TH QUARTER$13,884
AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,315
AMERICAN LAW INSTITUTE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCJUDGES AND PUBLIC-SECTOR LAWYERS EXPENSE$10,000
AMERICAN RED CROSS SOUTHEASTERN PENNSYLVANIA CHAPTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCRED CROSS HOUSE - CENTER FOR DISASTER RECOVERY$5,000
ANDREA CLEARFIELD
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$7,800NONE
ANDREA KRUPP
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$10,000NONE
ARDEN THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR THE ARDEN THEATRE COMPANY'S "EVERYTHING'S COMING UP ROSE"$2,500
ARDEN THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCNEW THEATRE WORKS INITIATIVE$50,000
ARDEN THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
ARDEN THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
ARDEN THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
ARDEN THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
ART-REACH
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR THE I AM DOCUMENTARY FILM PREMIERE$1,000
ART-REACH
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR THE CULTURAL ACCESS AWARDS 2017$2,500
ARTREACH INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
ARTS & BUSINESS COUNCIL OF GREATER PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR 32ND ANNUAL ARTS & BUSINESS COUNCIL AWARDS CELEBRATION$2,000
ASIAN AMERICAN WOMEN'S COALITION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSUPPORT AAWC 30TH ANNUAL BANQUET$1,000
ASSOCIATION FOR PUBLIC ART
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
AZUKA THEATRE COLLECTIVE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
BALLETX
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCBRONZE SPONSOR OF THE PREMIER PARTY 2017$2,500
BERNARDINE FRANCISCAN SISTERS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCBERNADINE CENTER FOR FOOD PROGRAMS$5,000
BETHESDA PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
BRISTOL RIVERSIDE THEATER CO INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
BRISTOL RIVERSIDE THEATRE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCBRONZE SPONSORSHIP - 30TH ANNIVERSARY GALA$1,000
BROAD STREET MINISTRY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
BROAD STREET MINISTRY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
BROAD STREET MINISTRY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR "BE OUR GUEST" EVENT$5,000
BROAD STREET MINISTRY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
CANINE PARTNERS FOR LIFE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$25,000
CEASEFIRE PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCBRONZE SPONSOR OF KEYSTONE COURAGE AWARD$1,000
CEASEFIRE PENNSYLVANIA EDUCATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
CENTER FOR EMERGING VISUAL ARTISTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR CFEVA ART PARTY$750
CENTER FOR THE ADVOCACY FOR THE RIGHTS & INTERESTS OF THE ELDERLY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPREPARING OLDER ADULTS FOR COMMUNITY HEALTHCHOICES (CHC) - MANAGED LONG TERM SERVICES AND SUPPORTS A$50,000
CH PENNSYLVANIA UNDER - 21
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$50,000
CH PENNSYLVANIA UNDER - 21
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
CHESTER COUNTY FOOD BANK
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
CITIZENS FOR FIRE PREVENTION COMMITTEE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCFIRE PREVENTION AND SMOKE ALARMS$5,000
CLAY STUDIO
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
CO-HORT GROUP
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCCO-HORT GROUP PHOTOS$85
COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC19130 ZIP CODE PROJECT AND DATA COLLECTION$25,000
COMMUNITY FOOD BANK OF NEW JERSEY INC- SOUTHERN BRANCH
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
COMMUNITY LEGAL SERVICES INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$16,093
COMMUNITY LEGAL SERVICES INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$16,093
COMMUNITY LEGAL SERVICES INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
COMMUNITY LEGAL SERVICES INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
COMMUNITY LEGAL SERVICES INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCCLAIRE GRANDISON, 4TH QUARTER$17,331
COMMUNITY LEGAL SERVICES INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCCLAIRE GRANDISON, 3RD QUARTER$17,331
COMMUNITY LEGAL SERVICES INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$50,000
CONGRESO DE LATINOS UNIDOS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR THE 2017 CONGRESO 11TH ANNUAL GALA LATINA$5,000
CONGRESO DE LATINOS UNIDOS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSUPPORT OF IMPLEMENTATION OF A BLENDED STAFFING MODEL AT CONGRESO HEALTH CENTER$50,000
CONGRESO DE LATINOS UNIDOS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSUPPORT OF IMPLEMENTATION OF A BLENDED STAFFING MODEL AT CONGRESO HEALTH CENTER$50,000
CONSERVATION CENTER FOR ART AND HISTORIC ARTIFACTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
CONSUMER BANKRUPTCY ASSISTANCE PROJECT INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
CRADLES TO CRAYONS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
CULTURAL DATA PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
CULTURETRUST GREATER PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCTRIBE OF FOOLS$2,500
DEAF-HEARING COMMUNICATION CENTER INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
DISABILITY RIGHTS PENNSYLVANIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
DOMESTIC VIOLENCE CENTER OF CHESTER COUNTY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
DREXEL UNIVERSITY IWHL
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR THE WOMAN ONE AWARD AND SCHOLARSHIP FUND CEREMONY$1,000
BROAD STREET MINISTRY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSERVICES PROVIDED TO BROAD STREET MINISTRY$425
EASTERN STATE PENITENTIARY HISTORIC SITE INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
EASTERN STATE PENITENTIARY HISTORIC SITE INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
EDUCATION LAW CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR EDUCATION LAW CENTER'S ANNUAL CELEBRATION 2017$2,500
EDUCATION LAW CENTER - PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSEAN MCGRATH, 4TH QUARTER$13,891
EDUCATION LAW CENTER - PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC2ND QUARTER$15,292
EDUCATION LAW CENTER - PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCALEX DUTTON, 4TH QUARTER$16,391
EDUCATION LAW CENTER - PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCALEX DUTTON, 3RD QUARTER$16,391
EDUCATION LAW CENTER - PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
EDUCATION LAW CENTER - PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
EDUCATION LAW CENTER - PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC3RD QUARTER$17,792
EDUCATION LAW CENTER - PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSEAN MCGRATH, 3RD QUARTER$13,891
EDUCATION LAW CENTER - PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC1ST QUARTER$15,292
EDUCATION LAW CENTER - PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC2ND QUARTER$17,792
EGO PO
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$3,000
EISENHOWER EXCHANGE FELLOWSHIPS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$25,000
EISENHOWER EXCHANGE FELLOWSHIPS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$25,000
EMILIE KRAUSE
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$7,000NONE
ENCHANTMENT THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR ENCHANTMENT THEATRE COMPANY "ADOPT-A-SCHOOL"$1,000
ENCHANTMENT THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$2,000
ENCHANTMENT THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
EPISCOPAL COMMUNITY SERVICES OF THE DIOCESE OF PENNSYLVANIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCST. BARNABAS MISSION$10,000
ESPERANZA IMMIGRATION LEGAL SERVICES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
FIRST PERSON ARTS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC4:1 CHALLENGE GRANT FOR BEYOND EXPECTATIONS: ENGAGING MALES OF COLOR$5,000
FOUNDATION OF COGNITIVE THERAPY AND RESEARCH
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
FRANCINE AFFOURTIT
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$10,000NONE
FRIENDS OF FARMWORKERS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
FRIENDS OF FARMWORKERS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
FRIENDS OF FARMWORKERS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPUENTES DE SALUD/FRIENDS OF FARMWORKERS MEDICAL/LEGAL PARTNERSHIP$18,535
FRIENDS OF FARMWORKERS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
FRIENDS OF FARMWORKERS INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPUENTES DE SALUD/FRIENDS OF FARMWORKERS MEDICAL/LEGAL PARTNERSHIP$18,535
FRINGEARTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
FRINGEARTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCARTISTS U$5,000
FRINGEARTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPUENTES DE SALUD/FRIENDS OF FARMWORKERS MEDICAL/LEGAL PARTNERSHIP$50,000
FRINGEARTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$20,000
FRINGEARTSFEASTIVAL
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR 2017 FEASTIVAL$5,000
FRINGEARTSFRINGEA-THON
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR FRINGEARTS/FRINGEA-THON$2,500
GENERATIONS ON LINE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$3,000
GIRL SCOUTS OF EASTERN PENNSYLVANIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCDAISY SPONSOR OF TAKE THE LEAD 2017 GREATER PHILADELPHIA EVENT$1,000
GRADUATE NETWORK INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGRADUATE! PHILADELPHIA$1,000
GREATER PHILADELPHIA CULTURAL ALLIANCE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
GREATER PHILADELPHIA CULTURAL ALLIANCE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
GREATER PHILADELPHIA CULTURAL ALLIANCE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
HABITAT FOR HUMANITY INTERNATIONAL INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
HEDGEROW THEATRE INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCMATCHING FUNDS FOR THE JUSTICE AMERICORPS FELLOWSHIP TO PROVIDE LEGAL SERVICES TO UNACCOMPANIED MINO$15,000
HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCMATCHING FUNDS FOR THE JUSTICE AMERICORPS FELLOWSHIP TO PROVIDE LEGAL SERVICES TO UNACCOMPANIED MINO$19,000
HOMELESS ADVOCACY PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR HAP'S ANNUAL BENEFIT$1,000
HOMELESS ADVOCACY PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
HOPE SPRINGS EQUESTRIAN THERAPY INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
HOUSING ALLIANCE OF PENNSYLVANIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
HOWARD UNIVERSITY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSCHOLARSHIPS ON A NEED BASIS$10,000
HUMAN RIGHTS WATCH INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCCHILDREN'S RIGHTS DIVISION$2,000
INIS NUA THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
INTERACT INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$25,000
INTERACT INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
BROAD STREET MINISTRY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCCOSTS INCURRED FOR TUNING PIANO AT BROAD STREET MINISTRY$130
JASON STARIN
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$10,000NONE
JCHAI
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR JCHAI'S ANNUAL INDEPENDENCE GALA$2,500
JESSE KRIMES
200 SOUTH BROAD STREETPHILADELPHIAPA19102IGENERAL SUPPORT$8,000NONE
JUDITH CREED HOMES FOR ADULT INDEPENDENCE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$6,000
JUMATATU POE
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$9,800NONE
JUSTICE IN AGING
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
JUSTIN JAIN
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$10,000NONE
JUVENILE LAW CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR 2017 LEADERSHIP PRIZE$2,500
JUVENILE LAW CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
LA COMMUNIDAD HISPANA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCA CULTURALLY AND LINGUISTICALLY APPROPRIATE INTERVENTION TO MITIGATE DIABETES AT LA COMUNIDAD HISPAN$50,000
LA COMUNIDAD HISPANA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCA CULTURALLY AND LINGUISTICALLY APPROPRIATE INTERVENTION TO MITIGATE DIABETES AT LA COMUNIDAD HISPAN$50,000
LANTERN THEATER COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
LANTERN THEATER COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
LEGAL AID SOUTHEASTERN PENNSYLVANIA INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$35,000
LEGAL CLINIC FOR THE DISABLED
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR LCD'S 30TH ANNIVERSARY FALL CELEBRATION$2,000
LEGAL CLINIC FOR THE DISABLED INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCMEDICAL LEGAL PARTNERSHIP AND THE STEPHEN KLEIN WELLNESS CENTER$50,000
LEGAL CLINIC FOR THE DISABLED INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
LEGAL CLINIC FOR THE DISABLED INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCMEDICAL LEGAL PARTNERSHIP AND THE STEPHEN KLEIN WELLNESS CENTER$50,000
LINDSAY SMILING
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$6,000NONE
LIVECONNECTIONS ORG
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
LONG BEACH ISLAND FOUNDATION OF THE ARTS AND SCIENCES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGLASS BUILDING STUDIO, CERAMIC STUDIO, AND GENERAL SUPPORT$10,000
MANN CENTER FOR THE PERFORMING ARTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
MANNA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPURCHASED PIES FROM MANNA FOR THANKSGIVING$210
MANNA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCBRONZE SPONSOR OF SHUT UP & DANCE EVENT$5,000
CO-HORT GROUP
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCCOMMEMORATIVE PHOTOS FOR LEADERSHIP COHORT PARTICIPANTS$229
MAZZONI CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCJUSTICE IN ACTION AWARDS LUNCHEON$1,000
MELISSA KRODMAN
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$9,700NONE
METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$3,000
METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$20,000
MONTGOMERY COUNTY SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$3,500
MONTGOMERY THEATER INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
MOORE COLLEGE OF ART & DESIGN
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR MOORE'S VISIONARY WOMAN AWARDS$2,500
NATIONAL LEAGUE FOR NURSING INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$25,000
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
NATIONALITIES SERVICE CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCBRONZE SPONSOR OF GLOBAL TASTES$2,500
NATIONALITIES SERVICE CENTER OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCREBECCA HUFSTADER, 3RD QUARTER$13,949
NATIONALITIES SERVICE CENTER OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
NATIONALITIES SERVICE CENTER OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC2ND QUARTER$15,898
NATIONALITIES SERVICE CENTER OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC1ST QUARTER$15,898
NATIONALITIES SERVICE CENTER OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
NATIONALITIES SERVICE CENTER OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCREBECCA HUFSTADER, 4TH QUARTER$13,949
NETWORK FOR NEW MUSIC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
NETWORK OF VICTIM ASSISTANCE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
NEW PARADISE LABORATORIES THEATRE INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCNEW THEATRE WORKS INITIATIVE$5,000
NORRISTOWN ZOOLOGICAL SOCIETY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
OPERA PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCTWO "BENEFACTOR" TICKETS @ $2,500.00 EACH TO OPERA PHILADELPHIA 2017 INAUGURAL GALA$5,000
OPERA PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSORSHIP OF OPERA PHILADELPHIA'S DITO & AENEAS: TWO QUEENS, ONE NIGHT$10,000
OPERA PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$50,000
OPERA PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$4,000
OPERA PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
PAINTED BRIDE ART CENTER INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
PARTNERS FOR SACRED PLACES INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
PASS THROUGH FROM LBC CREDIT PARTNERS PARALLEL II LP
2929 ARCH STREET STE 1550PHILADELPHIAPA191042868PCGENERAL SUPPORT$51
PASS THROUGH FROM LUBERT-ADLER REAL ESTATE FUND VI LP
2929 ARCH STREET STE 1650PHILADELPHIAPA191042868PCGENERAL SUPPORT$11
PASS THROUGH FROM LUBERT-ADLER REAL ESTATE FUND VI-A LP
2929 ARCH STREET STE 15650PHILADELPHIAPA191042868PCGENERAL SUPPORT$8
PCCY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPCCY'S IMMIGRANT HEALTH CARE INITIATIVE: DREAM CARE$5,000
PCCY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR 2017 PUBLIC CITIZEN OF THE YEAR EVENT$1,000
PCCY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR PCCY'S IMMIGRANT HEALTH CARE RECEPTION$1,000
PENNSYLVANIA BALLET
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR TWO SEATS AT ANGEL CORELLA'S LECORSAIRE$2,000
PENNSYLVANIA BALLET
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR ANNUAL SCHOOL PERFORMANCE FOR 2017$5,000
PENNSYLVANIA BALLET
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPURCHASE TWO TICKETS @ $500.00 EACH FOR PENNSYLVANIA BALLET FUNDRAISER$1,000
PENNSYLVANIA BALLET
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCTWO GOLD LEVEL TICKETS FOR PENNSYLVANIA BALLET 'A NIGHT OF ENCHANTMENT GALA'$1,500
PENNSYLVANIA BALLET ASSOCIATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$25,000
PENNSYLVANIA HEALTH LAW PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
PENNSYLVANIA HOME OF THE SPARROW
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
PENNSYLVANIA INNOCENCE PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR PENNSYLVANIA INNOCENCE PROJECT ANNUAL FUNDRAISER$1,000
PENNSYLVANIA INNOCENCE PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PENNSYLVANIA INNOCENCE PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
PENNSYLVANIA INSTITUTIONAL LAW PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PENNSYLVANIANS FOR MODERN COURTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCCAPACITY BUILDING$5,000
PENNSYLVANIANS FOR MODERN COURTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$30,000
PEOPLES EMERGENCY CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PEOPLES LIGHT & THEATRE CO
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PEOPLES LIGHT & THEATRE CO
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCNEW THEATRE WORKS INITIATIVE$50,000
PHILABUNDANCE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
PHILABUNDANCE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$20,000
PHILADELPHIA BAR FOUNDATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPHILADELPHIA BAR FOUNDATION'S "ACCESS TO JUSTICE BENEFIT"$3,000
PHILADELPHIA CONTEMPORARY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$2,000
PHILADELPHIA FREEDOM VALLEY YOUNG MENS CHRISTIAN ASSOCIATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPHOENIXVILLE YMCA SUMMER CAMP FOR SPECIAL NEEDS CHILDREN$5,000
PHILADELPHIA LAWYERS FOR SOCIAL EQUITY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
PHILADELPHIA LEGAL ASSISTANCE CENTER INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PHILADELPHIA MURAL ARTS ADVOCATES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR WALL BALL 2017$5,000
PHILADELPHIA MURAL ARTS ADVOCATES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$2,000
PHILADELPHIA MURAL ARTS ADVOCATES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
PHILADELPHIA MURAL ARTS ADVOCATES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$60,000
PHILADELPHIA THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PHILADELPHIA UNIVERSITY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPARTNER SPONSORSHIP OF THE VERIZON PHILADELPHIA UNIVERSITY CELEBRATION OF INNOVATION AWARDS CEREMONY$1,000
PHILADELPHIA VIP INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PHILADELPHIA YOUNG PLAYWRIGHTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
PHILADELPHIA YOUNG PLAYWRIGHTS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCREALIZING THE VISION: THE INDEPENDENCE FOUNDATION LEARNING LAB AT 1219 VINE STREET$10,000
PHILADELPHIA ZOO
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCHOST CONSERVATION CHAMPION TABLE WITH JOANNE BERWIND$5,000
PIG IRON THEATRE COMPANY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPLATINUM SPONSOR, PIG IRON ANNUAL BENEFIT CABARET$5,000
PIG IRON THEATRE COMPANY INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
PIG IRON THEATRE COMPANY INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCNEW THEATRE WORKS INITIATIVE$10,000
PLANNED PARENTHOOD
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPLANNED PARENTHOOD FALL GATHERING$1,200
PLANNED PARENTHOOD KEYSTONE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSUPPORT FOR SERVICES IN BUCKS COUNTY$25,000
PLANNED PARENTHOOD SOUTHEASTERN PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$3,000
PLANNED PARENTHOOD SOUTHEASTERN PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
PLANNED PARENTHOOD SOUTHEASTERN PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
PLANNED PARENTHOOD SOUTHEASTERN PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
PLANNED PARENTHOOD SOUTHEASTERN PA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$75,000
PLAY ON PHILLY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR POP EVENING OF HARMONY$1,000
PLAYPENN INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
PLAYPENN INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
PMA CRAFT SHOW
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCTHREE COLLECTOR TICKETS FOR THE 41ST ANNUAL PHILADELPHIA MUSEUM OF ART CRAFT SHOW$1,050
PPSP
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCBENEFACTOR SPONSOR - PPSP AUCTION GALA$1,200
PROJECT HOME
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR PROJECT HOME'S 10TH ANNUAL BRING PHILLY HOME EVENT$2,500
PROJECT HOME
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$18,465
PROJECT HOME
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPROJECT HOME HEALTH SERVICES (PHSS) EXPANSION$50,000
PROJECT HOME
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$25,000
PROJECT HOME
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
PROJECT HOME
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$20,000
PROJECT HOME
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPROJECT HOME HEALTH SERVICES (PHSS) EXPANSION$50,000
PROJECT HOME
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
PUBLIC HEALTH MANAGEMENT CORPORATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCINTEGRATED TRAUMA THERAPY FOR PUBLIC HOUSING PATIENTS OF AN FQHC$50,000
PUBLIC HEALTH MANAGEMENT CORPORATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCDIRECTOR OF NURSING NETWORK$47,588
QUEST THERAPEUTIC SERVICES INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
READING TERMINAL MARKET CORPORATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPERFORMING ARTS AT THE READING TERMINAL MARKET$5,000
REGIONAL HOUSING LEGAL SERVICES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$2,000
REGIONAL HOUSING LEGAL SERVICES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC1ST QUARTER$17,408
REGIONAL HOUSING LEGAL SERVICES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC2ND QUARTER$17,408
REGIONAL HOUSING LEGAL SERVICES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$30,000
RESOURCES FOR HUMAN DEVELOPMENT INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCWOMEN'S MEDICAL FUND$50,000
RESOURCES FOR HUMAN DEVELOPMENT INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCWOMEN'S MEDICAL FUND$2,500
ROSENBACH MUSEUM AND LIBRARY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR "IT'S ELEMENTARY!" AT THE ROSENBACH$500
ROSENBACH MUSEUM AND LIBRARY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PC$10,000 TOWARDS IMPROVEMENTS TO THE DENWORTH ROOM; $5,000 UNRESTRICTED$13,000
ROSENBACH MUSEUM AND LIBRARY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
SAMANTHA TOWER
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$6,000NONE
SENIORLAW CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCBRONZE SPONSOR OF 2017 SENIORLAW CENTER GALA$1,000
SENIORLAW CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
SHARE FOOD PROGRAM INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
SMITH MEMORIAL PLAYGROUNDS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
SOUTHERN POVERTY LAW CENTER INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
SPECIAL EQUESTRIANS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
SPIRAL Q PUPPET THEATER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$3,000
STUDENT RUN PHILLY STYLE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR "REDEFINING PHILADELPHIA: 2017 EXTRA MILE CELEBRATION"$2,500
STUDENTS RUN PHILLY STYLE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$25,000
STUDENTS RUN PHILLY STYLE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$2,500
SUPPORT CENTER FOR CHILD ADVOCATES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR ANNUAL BENEFIT RECEPTION & AUCTION$1,000
SUPPORT CENTER FOR CHILD ADVOCATES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
SUPPORT CENTER FOR CHILD ADVOCATES
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
SUPPORTIVE OLDER WOMENS NETWORK
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGRANDFAMILY RESOURCE CENTER (GFRC)$10,000
SWARTHMORE COLLEGE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCCHESTER CHILDREN'S CHORUS$15,000
TALLER PUERTORRIQUENO INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
THE ABRAHAM LINCOLN FOUNDATION OF THE UNION LEAGUE OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
THE CENTER FOR EMERGING VISUAL ARTISTS LTD
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$3,000
THE CLAY STUDIO
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR "THE CLAY STUDIO CELEBRATES COMMUNITY"$1,000
THE COMMITTEE OF SEVENTY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCEXPANSION OF ELECTIONS PROGRAMS$10,000
THE FOOD TRUST
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$20,000
THE FREE LIBRARY OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
THE FREE LIBRARY OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCTHE DETECTIVE$5,000
THE FREE LIBRARY OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCREGIONAL FOUNDATION CENTER ADVISORY COUNCIL$5,000
THE FREE LIBRARY OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCTEEN PROGRAMMING AT PARKWAY CENTRAL LIBRARY$12,000
THE FREE LIBRARY OF PHILADELPHIA FOUNDATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR THE FREE LIBRARY OF PHILADELPHIA BEAUX ARTS BASH$5,000
THE FREE LIBRARY OF PHILADELPHIA FOUNDATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCFIVE YEAR CHALLENGE GRANT FOR BUILDING$50,000
THE PHILADELPHIA EDUCATION FUND
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCPHILADELPHIA SCHOLARS$10,000
THE PUBLIC INTEREST LAW CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSUPPORT A SHERLOCK HOLMES ROSENBACCHANAL 'IT'S ELEMENTARY"$2,500
THE VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCEXTENSION OF HOUSE CALLS TO ADULT DAYCARE CENTER$50,000
THE WILMA THEATER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR 2017 THEATER LOVERS FETE$1,500
THEATRE EXILE CO
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
THEATRE HORIZON
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCNEW THEATRE WORKS INITIATIVE$25,000
THEATRE HORIZON
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$7,500
THEATRE PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR THE 2017 OUTSTANDING NEW PLAY/MUSICAL AWARD$5,000
UNIVERSITY OF PENNSYLVANIA SCHOOL OF NURSING
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$18,000
URBAN TREE CONNECTION
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$5,000
VNA COMMUNITY SERVICES INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$16,000
WAGNER FREE INSTITUTE OF SCIENCE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
WALNUT STREET THEATRE CORP
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
WELCOMING CENTER FOR NEW PENNSYLVANIANS
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCFRIEND SPONSORSHIP LEVEL, THE 2017 SOLAS AWARDS$2,500
WEST PHILADELPHIA ALLIANCE FOR CHILDREN
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$500
WEST PHILADELPHIA ALLIANCE FOR CHILDREN
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,500
WILMA THEATER INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
WILMA THEATER INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$15,000
WILMA THEATER INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
WILMA THEATER INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCTHE BEARDED LADIES CABARET$5,000
WOMEN AGAINST ABUSE
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR WOMEN AGAINST ABUSE'S 9TH ANNUAL DISH IT UP EVENT$2,500
WOMEN AGAINST ABUSE INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
WOMEN AGAINST ABUSE INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
WOMENS CENTER OF MONTGOMERY COUNTY
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
WOMEN'S LAW PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCSPONSOR WOMEN'S LAW PROJECT ANNUAL PARTY & FUNDRAISER$1,000
WOMENS LAW PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$25,000
WOMENS LAW PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$20,000
WOMENS LAW PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$2,500
WOMENS LAW PROJECT
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$2,000
WOMENS RESOURCE CENTER
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$10,000
WOOSTER GROUP INC
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$1,000
YINKA ORAFIDIYA
200 SOUTH BROAD STREETPHILADELPHIAPA19102IFELLOWSHIP$10,000NONE
ZOOLOGICAL SOCIETY OF PHILADELPHIA
200 SOUTH BROAD STREETPHILADELPHIAPA19102PCGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,514,760TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$62UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$16,495ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,861,185ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$97,184UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$4,143,015ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (6 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
PASS THROUGH FROM LUBERT-ADLER REAL ESTATE FUND, VI LP900099$12,85501-$1
PASS THROUGH FROM LBC CREDIT PARTNERS PARALLEL LL, LP900099$4,72201$24,351
PASS THROUGH FROM LUBERT-ADLER REAL ESTATE FUND, VI-A LP900099-$2,85601-$1
PASS THROUGH FROM PATRIOT FINANCIAL900099$001$0
MISC. REVENUE01$511
K-1 RENTAL LOSS PER BOOKS01-$5,254

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$111,967UnrelatedBusinessTaxblIncmAmt
Exclusion$6,040,301ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,152,268TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$80,500Amt
Net Investment Income$72,450NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,050DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationSEVERAL STATES ARE BEING FILED FOR A UBIT REQUIRMENT AND THE STATES HAVE REQUESTED NOT TO RECIEVE THE 990-PF. THIS WOULD INCLUDE THE FOLLOWING: CA, IL, LA, NM, OK, AND OR.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MILL CREEK FUNDS - FIXED INCOME$1,967,916$1,967,916
VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADMIRAL SHARES$6,954,151$6,954,151
VANGUARD INTERMEDIATE - TERM INVESTMENT - GRADE FUND ADMIRAL SHARES$9,738,750$9,738,750

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGAURD EMERGING MARKETS STOCK INDEX FUND SIGNAL SHARES$1,082,738$1,082,738
MILL CREEK FUNDS - DOMESTIC FUNDS$1,282,772$1,282,772
MILL CREEK FUNDS - INTERNATIONAL FUNDS$4,046,567$4,046,567
VANGUARD LARGE CAP INDEX FUND INSTITUTIONAL SHARES$10,850,993$10,850,993
VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES$12,161,258$12,161,258
VANGUARD PRIMECAP CORE FUND$14,199,437$14,199,437
VANGUARD MINIMUM VOLATILITY FUND$5,309,649$5,309,649
VANGUARD EURO$2,451,544$2,451,544
VANGUARD INTERNATION STOCK FUND$3,519,426$3,519,426

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LBC CREDIT PARTNERS PARALLEL LL, LPFMV$278,184$278,364
LUBERT-ADLER REAL ESTATE FUND VI-A, LPFMV$150,004$150,004
LUBERT-ADLER REAL ESTATE FUND VI, LPFMV$597,699$597,699
PATRIOT FINANCIAL PARTNERS, LPFMV$858,376$858,376

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS$863,433$863,433$0
FURNITURE AND EQUIPMENT$218,237$214,422$3,815$3,815
COMPUTER EQUIPMENT$24,260$24,260$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescARTWORKDesc
BOY Book Value$271,693BOYBookValueAmt
EOY Book Value$271,693EOYBookValueAmt
EOYFMV$881,215EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
LUBERT-ADLER REAL ESTATE FUND VI, LP TAX/BOOK DIFFERENCES$23,255
PATRIOT FINANCIAL PARTNERS, L.P. TAX/BOOK DIFFERENCES$635,849
LUBERT-ADLER REAL ESTATE FUND VI-A, LP TAX/BOOK DIFFERENCES$41,059

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$1,878$376$1,502
OFFICE SUPPLIES$8,758$1,752$7,006
COMPUTER (HARD/SOFTWARE)$31,611$8,013$23,598
OTHER INSURANCE$12,695$6,348$6,347
REPAIRS & MAINTENANCE$4,307$1,092$3,215
MISCELLANEOUS EXPENSES$41,330$10,477$30,853
DUES AND SUBSCRIPTIONS$4,642$928$3,714
GRANT SUPPORT$105,850$0$105,850

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PASS THROUGH FROM LUBERT-ADLER REAL ESTATE FUND, VI LP$12,854-$1$12,854
PASS THROUGH FROM LBC CREDIT PARTNERS PARALLEL LL, LP$29,073$24,351$29,073
PASS THROUGH FROM LUBERT-ADLER REAL ESTATE FUND, VI-A LP-$2,857-$1-$2,857
MISC. REVENUE$511$511$511
K-1 RENTAL LOSS PER BOOKS-$5,254-$5,254

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
LBC CREDIT PARTNERS PARALLEL II, LP TAX/BOOK DIFFERENCES$51,024
CURRENT YEAR UNREALIZED GAINS/LOSSES ON INVESTMENTS$6,470,450

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$67,029$67,029$0
CONSULTING FEES$98,057$0$98,057

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX EXPENSECategoryTxt
Amt$3,302Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt