GENUARDI FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GENUARDI FAMILY FOUNDATION (EIN 23-3041300)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202523149349101877
- Schema version
- 2024v5.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T10:53:17-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST STE1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233041300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENUARDI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENU | BusinessNameControlTxt |
| Phone | 6108342030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 NORRISTOWN ROAD 320 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH BORRELLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6108342030 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA ZHANG | PreparerPersonNm |
| PTIN | P01742771 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,060,019 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,135 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,135 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $664,570 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $740,681 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,146,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,124,458 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,138,181 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $801 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,812,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,881,798 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,524 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,643 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $881 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,960 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $330,101 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,793 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $223,307 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,593 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,487 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $35,240 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,524 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,716 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,472 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,347 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,125 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,497 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,487 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $472,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $168,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $314,006 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,755,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,755,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,227,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $168,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,069,006 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,415,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,712,923 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,195 | CashBOYAmt |
| Cash EOY | $291,617 | CashEOYAmt |
| Cash EOYFMV | $291,617 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,105,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $312,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $312,617 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,041,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,876,959 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,826,973 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,372,484 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $647,977 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,626,352 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $49,301 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,301 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $2,460 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,460 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,460 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,546,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,131,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,060,019 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,546,640 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,131,630 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,546,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,131,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,546,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,131,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,546,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,415,015 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,713 | OtherIncreasesAmt |
| Subtotal | $17,143,338 | SubtotalAmt |
| Other Decreases | $11,708 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,131,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB X9741 - ST | P | 2024-12-31 | $220,916 | $211,915 | $9,001 | $9,001 |
| CHARLES SCHWAB X9741 - LT | P | 2024-12-31 | $555,044 | $352,595 | $202,449 | $202,449 |
| CHARLES SCHWAB X9779 - ST | P | 2024-12-31 | $26,769 | $21,275 | $5,494 | $5,494 |
| CHARLES SCHWAB X9779 - LT | P | 2024-12-31 | $101,294 | $78,171 | $23,123 | $23,123 |
| CHARLES SCHWAB X2166 - ST | P | 2024-12-31 | $416,535 | $418,595 | -$2,060 | -$2,060 |
| CHARLES SCHWAB X2166 - LT | P | 2024-12-31 | $475,924 | $556,302 | -$80,378 | -$80,378 |
| CHARLES SCHWAB X9248 - ST | P | 2024-12-31 | $0 | $0 | ||
| CHARLES SCHWAB X9248 - LT | P | 2024-12-31 | $2,209,100 | $1,220,688 | $988,412 | $988,412 |
| SECURITY LITIGATION PROCEEDS - LT | P | 2024-12-31 | $108 | $108 | $108 | |
| REF PARTNERS - ST | P | 2024-12-31 | $93,010 | -$93,010 | -$93,010 | |
| REF PARTNERS - LT | P | 2024-12-31 | $118,768 | $118,768 | $118,768 | |
| REF PARTNERS SUSPENDED AT-RISK LOSS | P | 2024-12-31 | $33,726 | -$33,726 | -$33,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,138,181 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,753 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,753 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $119 | EsPenaltyAmt |
| Overpayment | $15,824 | OverpaymentAmt |
| Applied To ES Tax | $15,824 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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.GENUARDIFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DOMINIC S GENUARDI JR | IndividualWithBooksNm |
| Phone | 6108342030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 NORRISTOWN ROAD STE 320 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES A GENUARDI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES V GENUARDI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL A GENUARDI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DOMINIC S GENUARDI JR | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | TREASURER | 0.00 | $0 | $0 | $0 |
| LAURENCE P GENUARDI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANTHONY D GENUARDI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID T GENUARDI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GASPER A GENUARDI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAREN J LOEPER | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL B KENNEDY | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOY GENUARDI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BETH G BORRELLI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| VICTORIA EDWARDS | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARISA C FERST | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | SECRETARY | 0.00 | $0 | $0 | $0 |
| FRANK L GENUARDI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER A GENUARDI | ||||||||
| 460 NORRISTOWN ROAD SUITE 320 | BLUE BELL | PA | 19422 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENTINEL PERSONAL SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 NORRISTOWN ROAD STE 320 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | OPERATIONAL SUPPORT | ServiceTypeTxt |
| Compensation | $285,979 | CompensationAmt |
| 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 | $20,869,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,897,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,801 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,770,217 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,770,217 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $341,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,428,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,121,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,121,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,810 | TotalTaxAmt |
| Distributable Before Adj | $1,097,623 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,097,623 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,097,623 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,069,006 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,069,006 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,097,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $873,573 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,613,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,868,955 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,328,626 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,955,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,640,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,069,006 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,097,623 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,971,383 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,612,343 | 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 | $873,573 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,738,770 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,613,982 | ExcessFromYear4Amt |
| Excess From Year3 | $1,868,955 | ExcessFromYear3Amt |
| Excess From Year2 | $2,328,626 | ExcessFromYear2Amt |
| Excess From Year1 | $1,955,824 | ExcessFromYear1Amt |
| Excess From Current Year | $1,971,383 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES A GENUARDI | ContributingManagerNm |
| Contributing Manager | JAMES V GENUARDI | ContributingManagerNm |
| Contributing Manager | MICHAEL A GENUARDI | ContributingManagerNm |
| Contributing Manager | DOMINIC S GENUARDI JR | ContributingManagerNm |
| Contributing Manager | LAURENCE P GENUARDI | ContributingManagerNm |
| Contributing Manager | ANTHONY D GENUARDI | ContributingManagerNm |
| Contributing Manager | DAVID T GENUARDI | ContributingManagerNm |
| Contributing Manager | GASPER A GENUARDI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARISA C FERST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 NORRISTOWN ROAD SUITE 320 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6108342030 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE VISIT WWW.GENUARDIFAMILYFOUNDATION.ORG FOR ADDITIONAL DETAILS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE VISIT WWW.GENUARDIFAMILYFOUNDATION.ORG FOR ADDITIONAL DETAILS | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE VISIT WWW.GENUARDIFAMILYFOUNDATION.ORG FOR ADDITIONAL DETAILS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLAMO FAMILY CENTERS | ||||||||
| 512 WEST MARSHALL STREET | NORRISTOWN | PA | 19401 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| ADULT & TEEN CHALLENGE SANDHILLS NC | ||||||||
| 444 FARM LIFE SCHOOL RD | CARTHAGE | NC | 28327 | NONE | PC | OPERATIONAL SUPPORT | $50,000 | |
| ADVOCATES FOR HOMELESS & THOSE IN NEED | ||||||||
| PO BOX 184 | FAIRLESS HILLS | PA | 19030 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| ALS UNITED MIDATLANTIC | ||||||||
| 1015 VIRGINA DR STE 110 | FORT WASHINGTON | PA | 19034 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| ANN'S HEART | ||||||||
| 35 HALL ST SUITE 301 | PHOENIXVILLE | PA | 19460 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| BAKER INDUSTRIES INC | ||||||||
| 184 PENNSYLVANIA AVENUE | MALVERN | PA | 19355 | NONE | PC | OPERATIONAL SUPPORT | $20,000 | |
| BUCKS COUNTY HOUSING GROUP | ||||||||
| 626 JACKSONVILLE RD STE 140 | WARMINSTER | PA | 18974 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| CAMP RAINBOW | ||||||||
| P O BOX 139 | SKIPPACK | PA | 19474 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| CATHOLIC SOCIAL SERVICES | ||||||||
| 222 N 17TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | OPERATIONAL SUPPORT | $25,000 | |
| CENTER SCHOOL | ||||||||
| 2450 HAMILTON AVE | ABINGTON | PA | 19001 | NONE | PC | OPERATIONAL SUPPORT | $25,000 | |
| CHESTER COUNTY FOOD BANK | ||||||||
| 650 PENNSYLVANIA DR EAGLEVIEW | EXTON | PA | 19341 | NONE | PC | OPERATIONAL SUPPORT | $25,000 | CORPORATE CENTER |
| CHESTER COUNTY OIC | ||||||||
| 22 N 5TH AVENUE | COATESVILLE | PA | 19320 | NONE | PC | OPERATIONAL SUPPORT | $15,000 | |
| CHESTER COUNTY PARTNERSHIP TO END HOMELESSNESS | ||||||||
| 601 WESTTOWN RD SUITE 365 | WEST CHESTER | PA | 19380 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| COLONIAL NEIGHBORHOOD COUNCIL | ||||||||
| 107 E 4TH AVENUE | CONSHOHOCKEN | PA | 19428 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| CRADLE OF HOPE INC | ||||||||
| 1657 THE FAIRWAY PMB 140 | JENKINTOWN | PA | 19046 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| DAWN'S PLACE | ||||||||
| PO BOX 48253 | PHILADELPHIA | PA | 19144 | NONE | PC | OPERATIONAL SUPPORT | $25,000 | |
| DEVON PREPARATORY SCHOOL | ||||||||
| 363 NORTH VALLEY FORGE ROAD | DEVON | PA | 19333 | NONE | PC | OPERATIONAL SUPPORT | $25,000 | |
| DOMESTIC VIOLENCE CENTER OF CHESTER COUNTY | ||||||||
| PO BOX 832 | WEST CHESTER | PA | 19381 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| ELDERNET OF LOWER MERION & NARBERTH | ||||||||
| 9 SOUTH BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| FAMILY PROMISE MONTCO PA | ||||||||
| 31 S SPRING GARDEN STREET | AMBLER | PA | 190020141 | NONE | PC | OPERATIONAL SUPPORT | $20,000 | |
| FAMILY PROMISE OF THE MAIN LINE | ||||||||
| 1449 DEKALB STREET | NORRISTOWN | PA | 19401 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| FORTENITERS CLUB INC | ||||||||
| P O BOX 962 | NORRISTOWN | PA | 19404 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| FRIENDS ASSOC FOR CARE & PROTECTION OF CHILDREN | ||||||||
| 113 WEST CHESTNUT STREET | WEST CHESTER | PA | 19380 | NONE | PC | OPERATIONAL SUPPORT | $20,000 | |
| GARDEN OF HEALTH FOOD BANK | ||||||||
| 201 CHURCH RD SUITE A | NORTH WALES | PA | 19454 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| GESU SCHOOL | ||||||||
| 1700 WEST THOMPSON STREET | PHILADELPHIA | PA | 19121 | NONE | PC | OPERATIONAL SUPPORT | $15,000 | |
| GOOD SAMARITAN SERVICES | ||||||||
| P O BOX 551 | PHOENIXVILLE | PA | 19460 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| GOOD WORKS INC | ||||||||
| PO BOX 1441 | COATESVILLE | PA | 19320 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| GWYNEDD MERCY UNIVERSITY | ||||||||
| 1325 SUMNEYTOWN PK PO BOX 901 | GWYNEDD VALLEY | PA | 194370901 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| HABITAT FOR HUMANITY OF MONTGOMERY & DELAWARE COUNTIES | ||||||||
| 533 FOUNDRY ROAD | WEST NORRITON | PA | 19403 | NONE | PC | OPERATIONAL SUPPORT | $25,000 | |
| HANDI-CRAFTERS INC HC OPPORTUNITY CENTER | ||||||||
| 215 BARLEY SHEAF RD P O BOX 72646 | THORNDALE | PA | 19372 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| HEDWIG HOUSE INC | ||||||||
| 1920 OLD YORK ROAD | ABINGTON | PA | 19001 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| HOME OF THE SPARROW | ||||||||
| 969 E SWEDESFORD RD | EXTON | PA | 19341 | NONE | PC | OPERATIONAL SUPPORT | $15,000 | |
| INDIAN CREEK FOUNDATION | ||||||||
| 420 COWPATH ROAD | SOUDERTON | PA | 18964 | NONE | PC | OPERATIONAL SUPPORT | $17,000 | |
| JEFFERSON EINSTEIN MEDICAL CENTER MONTGOMERY | ||||||||
| 559 W GERMANTOWN PIKE | EAST NORRITON | PA | 19403 | NONE | PC | OPERATIONAL SUPPORT | $100,000 | |
| KENNETT AREA COMMUNITY SERVICE | ||||||||
| 136-138 W CEDAR STREET | KENNETT SQUARE | PA | 19348 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| LA SALLE COLLEGE HIGH SCHOOL | ||||||||
| 8605 CHELTENHAM AVE | WYNDMOOR | PA | 19038 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| LAUREL HOUSE | ||||||||
| 180 W GERMANTOWN PIKE | EAST NORRITON | PA | 19401 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| LITERACY COUNCIL OF NORRISTOWN | ||||||||
| 113 E AIRY STREET | NORRISTOWN | PA | 19401 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| MAIN LINE MEALS ON WHEELS INC | ||||||||
| 60 SURREY WAY PO BOX 801 | DEVON | PA | 19333 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| MANNA ON MAIN STREET | ||||||||
| 606 E MAIN ST STE 1001 PO BOX 763 | LANSDALE | PA | 19446 | NONE | PC | OPERATIONAL SUPPORT | $25,000 | |
| MATTIE N DIXON COMMUNITY CUPBOARD | ||||||||
| 150 N MAIN ST PO BOX 367 | AMBLER | PA | 19002 | NONE | PC | OPERATIONAL SUPPORT | $15,000 | |
| MEALS ON WHEELS OF CHESTER COUNTY | ||||||||
| 404 WILLOWBROOK LANE | WEST CHESTER | PA | 193825570 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| MICHAEL J FOX FOUNDATION | ||||||||
| 111 W 33RD ST 10TH FL | NEW YORK | NY | 10001 | NONE | PC | OPERATIONAL SUPPORT | $16,000 | |
| MISSION KIDS CHILD ADVOCACY CENTER | ||||||||
| 180 W GERMANTOWN PIKE SUITE 1 | EAST NORRITON | PA | 194011378 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| MOM'S HOUSE | ||||||||
| 865 SOUTH MAIN STREET | PHOENIXVILLE | PA | 19460 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| MONTCO ANTI-HUNGER NETWORK | ||||||||
| 606 E MAIN ST STE 1001 | LANSDALE | PA | 19446 | NONE | PC | OPERATIONAL SUPPORT | $15,000 | |
| MONTGOMERY CHILD ADVOCACY PROJECT | ||||||||
| 409 CHERRY STREET | NORRISTOWN | PA | 19401 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| MONTGOMERY COUNTY FOUNDATION INC | ||||||||
| 4 SENTRY PKWY EAST STE 302 | BLUE BELL | PA | 19422 | NONE | PC | OPERATIONAL SUPPORT | $25,000 | |
| MOTHERS' HOME | ||||||||
| 51 N MACDADE BLVD | DARBY | PA | 19023 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| NEIGHBORS HELPING NEIGHBORS ON MAIN LINE | ||||||||
| 104 HOLLAND AVENUE | ARDMORE | PA | 19003 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| NORRISTOWN HOSPITALITY CENTER | ||||||||
| 530 CHURCH STREET | NORRISTOWN | PA | 19401 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| NORRISTOWN ZOOLOGICAL SOCIETY | ||||||||
| ELMWOOD PARK ZOO 1661 HARDING BLVD | NORRISTOWN | PA | 19401 | NONE | PC | OPERATIONAL SUPPORT | $200,000 | |
| NORTH PENN VALLEY BOYS & GIRLS CLUB | ||||||||
| 16 SUSQUEHANNA AVE PO BOX 103 | LANSDALE | PA | 19446 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| NORTH STAR OF CHESTER COUNTY | ||||||||
| 7 N FIVE POINTS ROAD 3 | WEST CHESTER | PA | 19380 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| OPEN HEARTH INC | ||||||||
| 701 S MAIN ST | PHOENIXVILLE | PA | 19460 | NONE | PC | OPERATIONAL SUPPORT | $20,000 | |
| OVERBROOK SCHOOL FOR THE BLIND | ||||||||
| 6333 MALVERN AVENUE | PHILADELPHIA | PA | 19151 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| OXFORD AREA NEIGHBORHOOD SERVICES CENTER | ||||||||
| 35 N 3RD STREET | OXFORD | PA | 19363 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| PATRICIAN SOCIETY OF CENTRAL NORRISTOWN | ||||||||
| 121 E CHESTNUT STREET | NORRISTOWN | PA | 194013905 | NONE | PC | OPERATIONAL SUPPORT | $15,000 | |
| PHOENIXVILLE AREA COMMUNITY SERVICES | ||||||||
| 101 BUCHANAN ST | PHOENIXVILLE | PA | 19460 | NONE | PC | OPERATIONAL SUPPORT | $15,000 | |
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||||
| 57 N FRANKLIN STREET | POTTSTOWN | PA | 19464 | NONE | PC | OPERATIONAL SUPPORT | $25,000 | |
| RIDER UNIVERSITY | ||||||||
| 2083 LAWRENCEVILLE RD MOORE LIBRARY | LAWRENCEVILLE | NJ | 086483099 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | STE 137 |
| ROLLING HARVEST FOOD RESCUE | ||||||||
| 3920 RIVER ROAD | LUMBERVILLE | PA | 18933 | NONE | PC | OPERATIONAL SUPPORT | $15,000 | |
| RSVP VOLUNTEERS | ||||||||
| 901 E 8TH AVE STE 200 | KING OF PRUSSIA | PA | 19406 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| SAINT JOSEPH'S UNIVERSITY | ||||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | NONE | PC | OPERATIONAL SUPPORT | $60,000 | |
| SEBASTIAN RIDING ASSOCIATES INC | ||||||||
| 3589 WATER STREET ROAD | COLLEGEVILLE | PA | 19426 | NONE | PC | OPERATIONAL SUPPORT | $17,000 | |
| SENIOR ADULT ACTIVITIES CENTER OF MONTGOMERY COUNTY | ||||||||
| 536 GEORGE STREET | NORRISTOWN | PA | 19401 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| SETTLEMENT MUSIC SCHOOL | ||||||||
| 416 QUEEN STREET PO BOX 63966 | PHILADELPHIA | PA | 191473966 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| SISTERS OF ST JOSEPH WELCOME CENTER | ||||||||
| 728 E ALLEGHENY AVE | PHILADELPHIA | PA | 19134 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| ST JOSEPH'S FAMILY HOPE CENTER | ||||||||
| 245 UPLAND RD | BROOKHAVEN | PA | 19014 | NONE | PC | OPERATIONAL SUPPORT | $15,000 | |
| SUPERKIDS OF MONTGOMERY COUNTY INC | ||||||||
| P O BOX 1472 | BLUE BELL | PA | 19422 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| THE CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PC | OPERATIONAL SUPPORT | $1,160,000 | |
| THE OPEN LINK | ||||||||
| 452 PENN STREET | PENNSBURG | PA | 18073 | NONE | PC | OPERATIONAL SUPPORT | $75,000 | |
| THE SALVATION ARMY EASTERN PENNSYLVANIA & DELAWARE | ||||||||
| 701 NORTH BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| THE SALVATION ARMY NORRISTOWN CORPS | ||||||||
| 533 SWEDE ST BOX 308 | NORRISTOWN | PA | 194010308 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| TRELLIS FOR TOMORROW | ||||||||
| 35 HALL ST SUITE 302 | PHOENIXVILLE | PA | 19460 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| UPPER MERION AREA COMMUNITY CUPBOARD | ||||||||
| 191 TOWN CENTER RD | KING OF PRUSSIA | PA | 194062330 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| VARIETY - THE CHILDREN'S CHARITY OF THE DELAWARE VALLEY | ||||||||
| 2950 POTSHOP RD PO BOX 609 | WORCESTER | PA | 19490 | NONE | PC | OPERATIONAL SUPPORT | $210,000 | |
| VICTIM SERVICES CENTER OF MONTGOMERY COUNTY INC | ||||||||
| 325 SWEDE ST 2ND FL | NORRISTOWN | PA | 19401 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| WELCOMING THE STRANGER | ||||||||
| PO BOX 1156 | LANGHORNE | PA | 19047 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| WEST CHESTER FOOD CUPBOARD | ||||||||
| 431 S BOLMAR ST | WEST CHESTER | PA | 19382 | NONE | PC | OPERATIONAL SUPPORT | $15,000 | |
| WILLIAMSON COLLEGE OF THE TRADES | ||||||||
| 106 S NEW MIDDLETOWN ROAD | MEDIA | PA | 19063 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| WOMEN'S CENTER OF MONTGOMERY COUNTY | ||||||||
| 2506 N BROAD ST STE 203 | COLMAR | PA | 18915 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,755,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,135 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $664,570 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,146,157 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,812,862 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,812,862 | TotalIncomeProducingActyAmt |
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 | PWC US TAX LLP | CategoryTxt |
| Amt | $17,450 | Amt |
| Net Investment Income | $13,960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,490 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS-CORPORATE BONDS | BondNm |
| EOY Book Value | $647,977 | EOYBookValueAmt |
| EOYFMV | $4,626,352 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT-CORPORATE STOCK | StockNm |
| EOY Book Value | $15,876,959 | EOYBookValueAmt |
| EOYFMV | $16,826,973 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,524 | LegalFeesAmt |
| Net Investment Income | $2,643 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $881 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $2,460 | BOYBookValueAmt |
| EOY Book Value | $2,460 | EOYBookValueAmt |
| EOYFMV | $2,460 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 CHECKS CLEARED IN 2025 | Desc |
| Amt | $11,708 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE & SOFTWARE | $150 | $15 | $135 |
| INSURANCE | $5,700 | $570 | $5,130 |
| TELEPHONE EXPENSE | $5,775 | $578 | $5,198 |
| UTILITIES | $6,075 | $608 | $5,467 |
| DUES & SUBSCRIPTIONS | $7,830 | $783 | $7,046 |
| SUPPLIES | $2,451 | $245 | $2,206 |
| MONEY MANAGER FEES | $26,085 | $20,868 | $5,217 |
| BANK FEES - CHECKING | $325 | $33 | $293 |
| SCHWAB SERVICE FEES | $27 | $3 | $24 |
| OTHER DONATIONS | $1,000 | $100 | $900 |
| COPIER EXPENSE | $2,471 | $247 | $2,224 |
| COMPUTER SUPPORT | $8,862 | $886 | $7,976 |
| REF PARTNERS LP - INVESTMENT INTEREST EXPENSE | $0 | $2,717 | $0 |
| REF PARTNERS LP - INVESTMENT MANAGEMENT FEES | $0 | $11,393 | $0 |
| REPAIRS | $375 | $38 | $337 |
| SEMINARS | $371 | $37 | $334 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REF PARTNERS LP - OTHER INCOME | Desc |
| Net Investment Income | $801 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER BOOK TO TAX RETURN DIFFERENCE | $11,708 |
| OTHER INCREASES | $5 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MYCIO WEALTH PARTNERS LLC | $31,612 | $25,290 | $6,322 |
| SENTINEL PERSONAL SERVICES LLC | $285,979 | $71,495 | $214,483 |
| OTHER PROFESSIONAL FEES | $12,510 | $10,008 | $2,502 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $5,000 | $0 | $0 |
| FOREIGN TAXES PAID - REF PARTNERS | $0 | $852 | $0 |
| FOREIGN TAXES PAID - DIVIDENDS | $593 | $635 | $0 |