POTTSTOWN REGIONAL COMMUNITY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- POTTSTOWN REGIONAL COMMUNITY FOUNDATION (EIN 23-2344729)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-13
- IRS object ID
- 201733179349101308
- Schema version
- 2016v3.0
- 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 | 2017-11-13T11:40:51-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2017-11-13 | 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 | 2017-11-13 | 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 | 2017-11-13 | IPDt |
| IP Tm | 12:40:41 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F2A1D1AD95F02C378E9EA48DC77277730A0D6A97 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E27C4F9FB880011900EB0E9CF76D32F99EBFD3EF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,515,308 | 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 | $1,065 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,837,652 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,837,652 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,848,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,354,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,848,656 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,815 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,693,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,686,308 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $210,225 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,090 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $126,118 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $538,434 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $141,140 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $404,186 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $134,763 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $38,857 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $97,725 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,282 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,282 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,745 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,180 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $349,922 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $160,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $250,350 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,169 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $40,798 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,704 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $17,704 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $81,415 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,283 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $65,045 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $52,159 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,432 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,370 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $14,610 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,922 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $11,545 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $480,644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $354,185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,998,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $546,399 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,410,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,751,136 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,957,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,749,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $546,399 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,367,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,139,909 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,331 | CashBOYAmt |
| Cash EOY | $87,496 | CashEOYAmt |
| Cash EOYFMV | $87,496 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,268 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $18,310 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,662 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,662 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $72,564,493 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,792,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,792,903 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,026,928 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,460,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,460,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $308,683 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $254,704 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $35,949 | LandBOYAmt |
| Land EOY | $53,979 | LandEOYAmt |
| Land EOYFMV | $53,979 | LandEOYFMVAmt |
| Total Assets BOY | $77,787,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,515,308 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,515,308 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $376,722 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $344,785 | AccountsPayableEOYAmt |
| Grants Payable BOY | $329,789 | GrantsPayableBOYAmt |
| Grants Payable EOY | $123,568 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $31,280,953 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,079,531 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,987,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,547,884 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $45,800,502 | UnrestrictedBOYAmt |
| Unrestricted EOY | $54,967,424 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,800,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,967,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,787,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,515,308 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,800,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,414 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,223,336 | OtherIncreasesAmt |
| Subtotal | $54,967,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,967,424 | 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 | $8,354,857 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,506,201 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,848,656 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,848,656 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,848,656 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,599,469 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $77,310,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059494 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,063,803 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $82,159,403 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049462 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,727,529 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $81,008,575 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046014 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,566,515 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $76,166,946 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046825 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,596,570 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,782,957 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048745 | DistributionYr5Rt |
| Total Distribution | 0.250540 | TotalDistributionRt |
| Average Distribution | 0.050108 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $78,157,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,916,310 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41,399 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,957,709 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,367,859 | 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 | $41,399 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,399 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,936 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $38,936 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $129 | EsPenaltyAmt |
| Tax Due | $2,592 | 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 (19 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 | $210,225 | $36,642 | $0 |
| ART GREEN | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | CHAIRMAN | 5.00 | $0 | $0 | $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 |
| JAMES CORUM | ||||||||
| 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 |
| REV KAREN PIDCOCK-LESTER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA DEFLAVIA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | CONTROLLER | 40.00 | $111,017 | $13,028 | $0 |
| HOWARD BROWN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $105,596 | $18,247 | $0 |
| ROSEMARIE WALTERS | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | OFFICE MANAGER | 40.00 | $70,928 | $20,078 | $0 |
| CRAIG COLISTRA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $66,471 | $20,353 | $0 |
| ASHLEY PULTORAK | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $74,929 | $10,950 | $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 |
|---|---|---|---|---|---|
| VERALON | |||||
| 1628 JOHN F KENNEDY BLVD 500 | PHILADELPHIA | PA | 19103 | HEALTHCARE CONSULTING | $89,616 |
| ALGORHYTHM LLC | |||||
| 1901 S 9TH ST RM 219F | PHILADELPHIA | PA | 19148 | GRANTS EVALUATION CONSULTANT | $61,295 |
| 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 | $79,137,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,106 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,347,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,347,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,190,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,157,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,907,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,907,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,399 | TotalTaxAmt |
| Distributable Before Adj | $3,866,470 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,866,470 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,866,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,367,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,367,859 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41,399 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,326,460 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,866,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $36,667 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $797,761 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $834,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,367,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,866,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $501,389 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,335,817 | 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 | $1,335,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $36,667 | ExcessFromYear2Amt |
| Excess From Year1 | $797,761 | ExcessFromYear1Amt |
| Excess From Current Year | $501,389 | 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 (80 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 | ACLAMO COMMUNITY HEALTH CONNECTIONS | $65,000 |
| AMITY TOWNSHIP ATHLETIC CLUB | ||||||
| 55 AMITY PARK ROAD | BIRDSBORO | PA | 19508 | PUBLIC CHARITY | POOL LIGHTING REPLACEMENT | $5,000 |
| ARTFUSION | ||||||
| 254 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BEECH STREET FACTORY - COMMUNITY PROGRAMS | $25,000 |
| BOROUGH OF POTTSTOWN | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | WALK BIKE POTTSTOWN | $133,492 |
| BOYERTOWN AREA SCHOOL DISTRICT | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | BRAIN BODY CONNECTION | $92,000 |
| BOYERTOWN BRANCH - PHILADELPHIA FREEDOM VALLEY YMCA | ||||||
| 301 W SPRING STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | CONTINUED IMPROVEMENTS TO BOYERTOWN POOL | $26,900 |
| BOYERTOWN ROTARY FOUNDATION | ||||||
| PO BOX 176 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | PICKLE BALL COURTS | $15,000 |
| BROOKSIDE MONTESSORI | ||||||
| 1075 ROUTE 100 | BECHTELSVILLE | PA | 19505 | SCHOOL | BE WELL | $7,000 |
| CAMPHILL VILLAGE KIMBERTON HILLS | ||||||
| PO BOX 1045 | KIMBERTON | PA | 19442 | PUBLIC CHARITY | AGING IN COMMUNITY | $7,500 |
| CARSON VALLEY CHILDREN'S AID | ||||||
| 1314 DEKALB STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | WOMEN'S VOICES, HEALTHY CHOICES | $22,000 |
| CENTRO CULTURAL LATINO UNIDOS INC | ||||||
| BOX 613 19 S KEIM STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SCHUYLKILL RIVER GREENWAY & FUN | $15,000 |
| CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY | ||||||
| PO BOX 706 | NORRISTOWN | PA | 19404 | PUBLIC CHARITY | FOSTERING RESILIENCY THROUGH FAMILY ADVOCACY | $24,000 |
| CHILD HOME & COMMUNITY | ||||||
| 144 WOOD STREET | DOYLESTOWN | PA | 18901 | PUBLIC CHARITY | CAPACITY BUILDING TECHNOLOGY UPGRADE & PREGNANT AND PARENTING INITIATIVE | $15,000 |
| COLEBROOKDALE RAILROAD PRESERVATION TRUST | ||||||
| 43 S CHESTNUT STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | SECRET VALLEY GREENWAY TRAIL PLANNING AND IMPLEMENTATION PHASE 1 | $24,000 |
| COVENTRY CHRISTIAN SCHOOL | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | SCHOOL | BOULDER WALL | $12,500 |
| CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 1485 VALLEY FORGE ROAD | WAYNE | PA | 19087 | GOVERNMENT ENTITY | SCOUTING:PHYSICAL FITNESS, CITIZENSHIP, LEADERSHIP AND CHARACTER DEVELOPMENT FOR POTTSTOWN AREA YOUTH | $15,000 |
| CREATIVE HEALTH SERVICES | ||||||
| 11 ROBINSON STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | HEALTHY WEIGHT, HEALTHY FAMILIES PROGRAM | $212,993 |
| DANIEL BOONE AREA SCHOOL DISTRICT | ||||||
| 321 N FURNACE ST SUITE 200 | BIRDSBORO | PA | 19508 | GOVERNMENT ENTITY | HEALTHY FOR A LIFETIME PROGRAM | $65,000 |
| DEVELOPMENTAL ENTERPRISES CORP | ||||||
| 333 E AIRY STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | HEALTHY EATING, HEALTHY LIVING | $16,500 |
| EXPRESSIVE THERAPY CONCEPTS INC | ||||||
| 125 PROSPECT STREET | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | SMASHVILLE KIDS AND ADULT FITNESS PROGRAMMING | $21,000 |
| FALKNER SWAMP NURSERY SCHOOL | ||||||
| 1809 HOFFMANSVILLE ROAD | SASSAMANSVILLE | PA | 19472 | SCHOOL | FSNS HEALTH AND WELLNESS PROPOSAL | $3,000 |
| FAMILY SERVICES OF MONTGOMERY COUNTY | ||||||
| 3125 RIDGE PIKE | EAGLEVILLE | PA | 19403 | PUBLIC CHARITY | RESILIENCY PROJECT & PROJECT HEARTH | $36,365 |
| FOUNDATION FOR BOYERTOWN EDUCATION | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | COLLABORATION AND SUMMER PROGRAMS | $15,000 |
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | EXECUTIVE DIRECTOR POSITION & PART TIME ADMINISTRATIVE ASSISTANT | $50,000 |
| GREATER POTTSTOWN TENNIS & LEARNING | ||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | TENNIS & LEARNING | $60,000 |
| GREEN VALLEYS ASSOCIATION | ||||||
| 1368 PRIZER ROAD | POTTSTOWN | PA | 19465 | PUBLIC CHARITY | OUTDOOR EDUCATION PROGRAMS AT POTTSTOWN SCHOOLS | $1,500 |
| HEALTH CARE ACCESS | ||||||
| 723 WHEATLAND STREET | PHOENIXVILLE | PA | 19460 | PRIVATE FOUNDATION | HEALTH CARE ACCESS PROGRAMS | $15,000 |
| HIP HOP INC | ||||||
| 1314 EAST HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BOARD TRAINING AND STRATEGIC PLANNING | $5,000 |
| HOLY CROSS REGIONAL CATHOLIC SCHOOL | ||||||
| 701 LOCUST STREET | COLLEGEVILLE | PA | 19426 | CATHOLIC SCHOOL | HEALTHY HYDRATION | $920 |
| JULIAN DORSEY FOUNDATION | ||||||
| 1014 CHERRINGTON DRIVE | HARRISBURG | PA | 17110 | PUBLIC CHARITY | EXPANDING THE SFS PROGRAM TO THE POTTSTOWN ELEMENTARY SCHOOLS | $15,000 |
| LAUREL HOUSE | ||||||
| 605 SWEDE STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | COMMUNITY COUNSELING | $5,000 |
| MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY | ||||||
| 30 W BARNARD ST STE 1 | WEST CHESTER | PA | 19382 | PUBLIC CHARITY | HEALTHY START AND FAMILY BENEFITS PROGRAMS | $45,000 |
| MATERNITY CARE COALITION | ||||||
| 200 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | POTTSTOWN EARLY HEAD START | $40,000 |
| MICHAELS COMMUNITY SERVICES CORPORATION | ||||||
| 3 EAST STOW ROAD | MARLTON | NJ | 08053 | PUBLIC CHARITY | ASSESSING PROGRAM USAGE AND NEEDS OF THE ROLLING HILLS AFFORDABLE HOUSING COMMUNITY | $15,500 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||
| 101 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | COLLEGE | DENTAL SEALANT DAY | $4,376 |
| MONTGOMERY EARLY LEARNING CENTERS | ||||||
| 201 SABINE AVENUE | NARBERTH | PA | 19072 | PUBLIC CHARITY | POTTSTOWN PLAYGROUND PROJECT | $15,000 |
| OLIVET BOYS & GIRLS CLUB | ||||||
| 1161 PERSHING BLVD | READING | PA | 19611 | PUBLIC CHARITY | A BODY, MIND & SOUL APPROACH TO YOUTH HEALTH & WELLNESS | $85,000 |
| OPERATION INSPIRATION | ||||||
| PO BOX 132 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BULLDOG PROGRAM | $5,000 |
| OWEN J ROBERTS SCHOOL DISTRICT | ||||||
| 901 RIDGE ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | FIT FOR LIFE PROGRAM | $83,000 |
| PERKIOMEN VALLEY SCHOOL DISTRICT | ||||||
| 509 GRAVEL PIKE RD | COLLEGEVILLE | PA | 19464 | GOVERNMENT ENTITY | PERKIOMEN VALLEY WELLNESS PROGRAM | $29,150 |
| POPE JOHN PAUL II HIGH SCHOOL | ||||||
| 181 RITTENHOUSE ROAD | ROYERSFORD | PA | 19468 | CATHOLIC SCHOOL | GOLDEN PANTHER WELLNESS INITIATIVE | $18,000 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | STUDENT RESILENCY: PART II & HEALTH & WELLNESS | $68,142 |
| POTTSGROVE SOCCER CLUB INC | ||||||
| PO BOX 1548 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | EVERYBODY SCORES | $10,000 |
| POTTSTOWN AREA POLICE ATHLETIC LEAGUE | ||||||
| PO BOX 176 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | ADMINISTRATIVE OPERATIONS & SPORTS COMPLEX ADVANCEMENT | $72,160 |
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||
| 137 WALNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PROMOTING HEALTH AND STABILITY IN OUR COMMUNITY & BRIDGING CONNECTIONS TO GREATER STABILITY | $85,000 |
| POTTSTOWN ATHLETIC CLUB | ||||||
| 21 N HANOVER STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | FITNESSTOWN USA II & PADDLE POOL | $107,000 |
| POTTSTOWN DOWNTOWN IMPROVEMENT DISTRICT AUTHORITY | ||||||
| 17 N HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN FARM | $15,000 |
| POTTSTOWN KARATE CLUB | ||||||
| 24 N HANOVER STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | CAPACITY BUILDING | $11,200 |
| POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMISSION | ||||||
| PO BOX 311 | NORRISTOWN | PA | 19404 | GOVERNMENT ENTITY | POTTSTOWN REGION PARKS MINI GRANT PROGRAM | $16,179 |
| POTTSTOWN REGIONAL PUBLIC LIBRARY | ||||||
| 500 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | ENGAGING DONORS AND STAKEHOLDERS & HONORARY GIFT RECIPIENT | $32,000 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | HEALTHY SCHOOL COMMUNITIES INITIATIVE & GRIGG MEMORIAL FIELD LIGHTS | $146,178 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PEAK HEALTH & WELLLNESS INITIATIVE | $90,000 |
| POTTSTOWN WORKS | ||||||
| 137 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN WORKS START-UP | $30,000 |
| PRESERVATION POTTSTOWN | ||||||
| 1304 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MOSAIC CLT COMMUNITY GARDES INITIATIVES | $87,000 |
| PROJECT PURPOSE | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PROJECT PURPOSE | $60,000 |
| ROYERSFORD OUTREACH | ||||||
| 350 MAIN STREET | ROYERSFORD | PA | 19468 | PUBLIC CHARITY | GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS | $15,000 |
| SCHUYLKILL RIVER ATHLETIC CLUB | ||||||
| 21 N HANOVER STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | JUNIOR DRAGON WARRIORS | $25,000 |
| SCHUYLKILL RIVER GREENWAY ASSOCIATION | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | CIRCUIT RIDER & BIKE POTTSTOWN PROGRAM & MANATAWNY STREAMBANK STABILIZATION PHASE 1 | $105,619 |
| SPRING-FORD AREA SCHOOL DISTRICT | ||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | WELLNESS MATTERS! | $64,000 |
| ST ALOYSIUS PARISH SCHOOL | ||||||
| 220 N HANOVER STREET | POTTSTOWN | PA | 19464 | CATHOLIC SCHOOL | HEALTH IN MIND, BODY AND SPIRIT | $3,500 |
| THE HILL SCHOOLHOBART'S RUN NEIGHBORHOOD DISTRICT | ||||||
| 860 BEECH STREET | POTTSTOWN | PA | 19464 | PRIVATE SCHOOL | MOBILE AMBASSADOR PROJECT | $6,560 |
| THE PENNSLYVANIA STATE UNIVERSITY | ||||||
| 110 TECHNOLOGY CENTER BLDG | UNIVERSITY PAKR | PA | 16802 | COLLEGE | DINING WITH DIABETES & 4-H PROGRAMS | $29,985 |
| THE SAVE ALLIANCE FOUNDATION | ||||||
| 35 KING ROAD | GREEN LANE | PA | 18054 | PUBLIC CHARITY | THE ALTHOUSE ARBORETUM: CREATING A BRIDGE TO SUSTAINABILITY | $16,250 |
| THE TRISKELES FOUNDATION | ||||||
| 707 EAGLEVIEW BLVD SUITE 105 | EXTON | PA | 19341 | PUBLIC CHARITY | FOOD FOR THOUGHT | $27,000 |
| TRICOUNTY ACTIVE ADULT CENTER | ||||||
| 288 MOSER ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PRIME TIME HEALTH | $45,000 |
| TOWNSHIP OF UPPER FREDERICK | ||||||
| PO BOX 597 | FREDERICK | PA | 19435 | GOVERNMENT ENTITY | ON YOUR PARK, GET SET, GO! | $8,500 |
| TOWNSHIP OF UPPER POTTSGROVE | ||||||
| 1409 FARMINGTON AVENUE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | ON YOUR PARK, GET SET, GO! | $7,500 |
| TRICOUNTY AREA CHAMBER OF COMMERCE FOUNDATION INC | ||||||
| 152 E HIGH STREET SUITE 360 | POTTSTOWN | PA | 19464 | CHAMBER OF COMMERCE | WORKSITE WELLNESS INITIATIVE | $23,047 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMUNITY CAMP & THE AMAZING RAISE & COMMUNITY COLLABORATIVE | $160,700 |
| TRINITY EVANGELICAL CONGREGATION CHURCH | ||||||
| 250 SWINEHART RD BOX 541 | BOYERTOWN | PA | 19512 | CHURCH | GOD'S COMMUNITY GARDEN | $6,000 |
| 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 | $40,000 |
| 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 | SUPPORTING HEALTH & WELLNESS IN OUR COMMUNITY | $17,500 |
| WEST-MONT CHRISTIAN ACADEMY | ||||||
| 873 SOUTH HANOVER STREET | POTTSTOWN | PA | 19465 | SCHOOL | CAMPUS WELLNESS | $15,000 |
| WEST POTTSGROVE TOWNSHIP | ||||||
| 980 GROSSTOWN ROAD | STOWE | PA | 19464 | GOVERNMENT ENTITY | MANATAWNY/WEST TRAIL PEDESTRIAN BRIDGE | $26,000 |
| YWCA TRI-COUNTY AREA | ||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PHASE 1 STRATEGIC PLAN IMPLEMENTATION & CAPACITY BUILDING MATCHING GRANT | $105,000 |
| RETURNED GRANT DOLLARS - ST ALOYSIUS PARISH SCHOOL | ||||||
| 220 N HANOVER STREET | POTTSTOWN | PA | 19464 | CATHOLIC SCHOOL | HEALTH IN MIND, BODY AND SPIRIT | -$640 |
| RETURNED GRANT DOLLARS - SPRING-FORD AREA SCHOOL DISTRICT | ||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | WELLNESS MATTERS! | -$14,129 |
| RETURNED GRANT DOLLARS - CREATIVE HEALTH SERVICES INC | ||||||
| 11 ROBINSON STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | HEALTHY WEIGHT, HEALTHY FAMILIES PROGRAM | -$11,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,957,357 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR SCIENCE IN THE PUBLIC INTEREST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 L STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | BUILDING SUPPORT FOR A HEALTHY EATING SNAP PILOT IN PENNSYLVANIA | GrantOrContributionPurposeTxt |
| Amt | $15,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,837,652 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,848,656 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOCIAL/EMOTIONAL TOOLKIT SALES | Desc |
| Unrelated Business Taxbl Incm | $5,815 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,815 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,686,308 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,692,123 | 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 | $23,725 | Amt |
| Net Investment Income | $4,745 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,180 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $76,792,903 | EOYBookValueAmt |
| EOYFMV | $76,792,903 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | FMV | $3,360,000 | $3,360,000 |
| 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 | $8,282 | LegalFeesAmt |
| Net Investment Income | $8,282 | 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 | $926 | $185 | $711 |
| COMMUNICATION AND EDUCATIONAL PROGRAMS | $111,876 | $22,375 | $90,763 |
| OFFICE EXPENSE | $13,456 | $2,691 | $10,284 |
| DUES AND MEMBERSHIPS | $14,283 | $2,857 | $11,426 |
| INSURANCE | $30,979 | $6,196 | $24,783 |
| POSTAGE | $1,104 | $221 | $1,076 |
| WEBSITE LINK AND MAINTENANCE FEES | $10,204 | $2,041 | $8,163 |
| EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE | $41,741 | $8,348 | $39,465 |
| MISCELLANEOUS | $3,995 | $799 | $4,398 |
| PROGRAM EXPENSES | $79,235 | $0 | $80,010 |
| NONPROFIT EVENTS SUPPORT | $27,352 | $0 | $27,352 |
| ACCOUNTING CARRYOVER | $9,400 | $0 | $125 |
| PENSION PLAN - PMMC | $70,464 | $0 | $0 |
| SEMINAR EXPENSE | $65,629 | $0 | $55,629 |
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 | $5,815 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,815 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $3,589,403 |
| PENSION BENEFIT - NONOPERATING REVENUE | $5,618,520 |
| EAST AUXILIARY GIFT SHOP - NONOPERATING INCOME | $15,413 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION EXPENSE | Desc |
| BOY Book Value | $31,280,953 | BOYBookValueAmt |
| EOY Book Value | $25,079,531 | 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 | $112,597 | $112,597 | $0 |
| CONSULTING | $237,325 | $47,465 | $250,350 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $56,083 | $16,169 | $40,798 |
| EXCISE TAX | $30,500 | $0 | $0 |