JUSTAMERE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JUSTAMERE FOUNDATION (EIN 86-2670774)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-16
- IRS object ID
- 202532899349100918
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-16T18:39:29-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 862670774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Justamere Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JUST | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lori Cushman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $23,071,628 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $32,976 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,976 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $610,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $610,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$75,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,412,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $912,241 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $536,049 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,479,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,179,731 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $205,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $205,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $56,578 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $56,578 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $62,408 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,408 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $86,036 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,376 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,376 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $229,156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $131,295 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,861 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $643,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $364,215 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,363,978 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,363,978 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,007,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,728,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,527,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $986,028 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,621,246 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,375,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,375,720 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13,322 | AcctRcvblAmt |
| Acct Rcvbl BOY | $12,426 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13,322 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,322 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $116,974 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $6,032,358 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,197,344 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,281,064 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,735,165 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,149,995 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,128,824 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,993,895 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,247,726 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,272,698 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,512,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,984,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,071,628 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,512,064 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,984,107 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,512,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,984,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,512,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,984,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,512,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,527,957 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,984,107 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,984,107 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $6,429,525 | $6,523,606 | -$94,081 | -$94,081 | |||
| Passthrough K1 Capital Gain/(Loss) | -$40,336 | ||||||
| CHURCHILL MIDDLE MARKET SENIOR LOAN FUND III, LP | $2,982,647 | $2,924,178 | $58,469 | $58,469 | P | 2022-03-23 | 2024-12-10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$75,948 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,706 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,706 | SubtotalAmt |
| Tax Based On Investment Income | $13,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $42 | EsPenaltyAmt |
| Overpayment | $1,252 | OverpaymentAmt |
| Applied To ES Tax | $1,252 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Casey A Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Raymond B Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Shelby L Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 40.0 | $80,000 | $9,774 | $0 |
| Therese G Bentley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Dir | 1.0 | $0 | $0 | $0 |
| Lori Cushman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 40.0 | $125,400 | $30,165 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $93,683 |
| Prowell Financial Management LLC | |||||
| 717 CONSTITUTION DR SUITE 102 | EXTON | PA | 19341 | Investment Mgmt | $62,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,253,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,331,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,084,756 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,669,831 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,669,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $385,047 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,284,784 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,264,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,264,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,706 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $70,911 | IncomeTaxAmt |
| Total Tax | $84,617 | TotalTaxAmt |
| Distributable Before Adj | $1,179,622 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,179,622 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,179,622 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,728,193 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,728,193 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,179,622 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $346,595 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,487,434 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,923,749 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,757,778 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,728,193 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,179,622 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,548,571 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,306,349 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,306,349 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $346,595 | ExcessFromYear3Amt |
| Excess From Year2 | $2,487,434 | ExcessFromYear2Amt |
| Excess From Year1 | $2,923,749 | ExcessFromYear1Amt |
| Excess From Current Year | $3,548,571 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Raymond B Bentley | ContributingManagerNm |
| Contributing Manager | Therese G Bentley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lori Cushman | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive Suite 302 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8008390054 | RecipientPhoneNum |
| Form And Info And Materials | www.justamerefoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | www.justamerefoundation.org | SubmissionDeadlinesTxt |
| Restrictions On Awards | www.justamerefoundation.org | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (136 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNS HEART | |||||||
| 35 HALL ST STE 301 | PHOENIXVILLE | PA | 19460 | N/A | PC | Adult GED Graduate Scholarship Fund | $20,000 |
| ARTS HOLDING HANDS AND HEARTS INC | |||||||
| 110 E STATE ST STE 313 | KENNETT SQ | PA | 19348 | N/A | PC | CHESTER COUNTY IMAGINATION LIBRARY | $50,000 |
| BARNSTONE ART FOR KIDS | |||||||
| 388 W POTHOUSE RD | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $2,500 |
| BAYADA HOME HEALTH CARE INC | |||||||
| 4300 HADDONFIELD RD E BLDG | PENNSAUKEN | NJ | 08109 | N/A | PC | Expanding Southeast Pennsylvania's Home Health Care Nursing Capacity through career advancement and upskilling Scholarship fund | $40,000 |
| BOOKS ARE TREASURES | |||||||
| 442 ANDERSON ST | COATESVILLE | PA | 19320 | N/A | PC | Keep Books Circulating Fund | $5,000 |
| BOOKSMILES | |||||||
| 7300 N CRESCENT BLVD UNIT 10 | PENNSAUKEN | NJ | 08110 | N/A | PC | Purchasing Children's Books Featuring Diverse Characters and Bilingual Spanish Fund | $15,000 |
| BOOKSMILES | |||||||
| 7300 N CRESCENT BLVD UNIT 10 | PENNSAUKEN | NJ | 08110 | N/A | PC | Charitable Event | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1 SCOUTING WAY | EXTON | PA | 19341 | N/A | PC | Camp Horseshoe Trades Education Program | $20,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1 SCOUTING WAY | EXTON | PA | 19341 | N/A | PC | Scouting Financial Assistance Program | $50,000 |
| BOY SCOUTS OF AMERICA - CRADLE OF LIBERTY COUNCIL | |||||||
| 901 E 8TH AVE STE 103 | KING OF PRUSSIA | PA | 19406 | N/A | PC | Exploring: Career Education, Mentoring, and Training Program for middle and high school students | $16,000 |
| BRIDGE ACADEMY AND COMMUNITY CENTER INC | |||||||
| 578 OLIVE ST | COATESVILLE | PA | 19320 | N/A | PC | The Bridge Academy and Community Center/Beyond the Bridge Fund | $20,000 |
| BRIDGE OF HOPE INC | |||||||
| PO BOX 304 | EXTON | PA | 19341 | N/A | PC | Bridge of Hope Chester County Fund | $10,000 |
| BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 275 SWAMP RD | NEWTOWN | PA | 18940 | N/A | PC | Scholarships for Trades Scholarship Fund | $40,000 |
| BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 275 SWAMP RD | NEWTOWN | PA | 18940 | N/A | PC | Nursing Review and Re-Entry Scholarship Fund | $15,000 |
| BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 275 SWAMP RD | NEWTOWN | PA | 18940 | N/A | PC | "Fast Tracks" to Employment: Locomotive Engineer & Conductor Basis training program scholarship fund | $25,000 |
| BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 275 SWAMP RD | NEWTOWN | PA | 18940 | N/A | PC | Child Development Associate Credential Scholarship FUND | $20,000 |
| BUCKS COUNTY TECHNICAL SCHOOL FOUNDATION FOR EDCTN | |||||||
| 610 WISTAR RD | FAIRLESS HLS | PA | 19030 | N/A | PC | Child Development & Early Learning CDA Exam Fee Fund | $5,000 |
| CAMP DREAMCATCHER | |||||||
| 148 W STATE ST STE 104 | KENNETT SQ | PA | 19348 | N/A | PC | Phoenyx Scholarship Fund | $2,000 |
| CAMP DREAMCATCHER | |||||||
| 148 W STATE ST STE 104 | KENNETT SQ | PA | 19348 | N/A | PC | General & Unrestricted | $17,000 |
| CAREER WARDROBE | |||||||
| 444 N 3RD ST STE 105 | PHILADELPHIA | PA | 19123 | N/A | PC | Charitable Event | $5,000 |
| CEDARBROOK CAMP IN PENNSYLVANIA INC | |||||||
| 120 TOWNSHIP LINE RD | EXTON | PA | 19341 | N/A | PC | Charitable Event | $3,500 |
| CENTRO CULTURAL LATINOS UNIDOS INC | |||||||
| 209 CHESTNUT ST | POTTSTOWN | PA | 19464 | N/A | PC | After School Tutoring Program | $5,000 |
| CENTRO CULTURAL LATINOS UNIDOS INC | |||||||
| 209 CHESTNUT ST | POTTSTOWN | PA | 19464 | N/A | PC | Summer Camp Program | $3,000 |
| CHESTER COUNTY ART ASSOCIATION | |||||||
| 100 N BRADFORD AVE | WEST CHESTER | PA | 19382 | N/A | PC | CC Art Association 2024 Summer Camp Scholarship Fund | $25,000 |
| CHESTER COUNTY COMMUNITY FOUNDATION INC | |||||||
| 28 W MARKET ST | WEST CHESTER | PA | 19382 | N/A | PC | AHHAH Chester County Imagination Library Fund | $50,000 |
| CHESTER COUNTY COMMUNITY FOUNDATION INC | |||||||
| 28 W MARKET ST | WEST CHESTER | PA | 19382 | N/A | PC | AHHAH Chester County Imagination Library Fund | $100,000 |
| CHESTER COUNTY ECONOMIC DEVELOPMENT FOUNDATION | |||||||
| 737 CONSTITUTION DR | EXTON | PA | 19341 | N/A | PC | Project Reconnect Scholarship Fund | $50,000 |
| CHESTER COUNTY FUTURES INC | |||||||
| LUKENS BLDG 50 S 1ST AVE STE 105 | COATSVILLE | PA | 19320 | N/A | PC | Passport and Steps 4 Success Fund | $50,000 |
| CHESTER COUNTY FUTURES INC | |||||||
| LUKENS BLDG 50 S 1ST AVE STE 105 | COATSVILLE | PA | 19320 | N/A | PC | Charitable Event | $5,000 |
| CHESTER COUNTY IU 24 | |||||||
| 455 BOOT RD | DOWNINGTOWN | PA | 19335 | N/A | GOV | Trade School Scholarship Fund | $90,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | |||||||
| 1818 LIBRARY ST STE 500 | RESTON | VA | 20190 | N/A | PC | Trade School Scholarship Fund for Gold Star Children | $50,000 |
| COATESVILLE 2ND CENTURY ALLIANCE | |||||||
| PO BOX 692 | COATESVILLE | PA | 19320 | N/A | PC | General & Unrestricted | $5,000 |
| COATESVILLE CENTER FOR COMMUNITY HEALTH | |||||||
| 1001 EAST LINCOLN HWY | COATESVILLE | PA | 19320 | N/A | PC | General & Unrestricted | $15,000 |
| COMMUNITY MUSIC SCHOOL | |||||||
| 1544 W HAMILTON ST | ALLENTOWN | PA | 18102 | N/A | PC | Scholarship Fund & Financial Aid for Students from Low-Income Families | $20,000 |
| CREATIVE CLUB | |||||||
| 139 E CHESTNUT ST | COATESVILLE | PA | 19320 | N/A | PC | Virtual Reality Summer Camp 2024 Fund | $10,000 |
| CRESCENDO PHOENIXVILLE | |||||||
| 1601 BRIARWOOD CT | PHOENIXVILLE | PA | 19460 | N/A | PC | Crescendo Phoenixville/PA Philharmonic Monthly 1/2 music clinic initiative | $25,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | N/A | PC | Cristo Rey Work-Study Jobs in Non-Profit Organizations scholarship fund | $9,500 |
| CURE4CAM INC | |||||||
| 202 FOXTAIL LN | DOWNINGTOWN | PA | 19335 | N/A | PC | Charitable Event | $2,000 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | Tools for Success - Tools and Boots for students in skilled trades fund | $56,120 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | High Demand Career Training Scholarship fund | $56,783 |
| DELAWARE COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUN | |||||||
| 901 MEDIA LINE RD | MEDIA | PA | 19063 | N/A | PC | Teacher Education Program | $86,905 |
| EDUCATIONAL EQUITY ALLIANCE | |||||||
| PO BOX 993 | COATESVILLE | PA | 19320 | N/A | PC | Coatesville Kids to College - Childcare fund | $30,000 |
| FAMFREQUENCY PRODUCTIONS INC | |||||||
| 6137 N BEACHWOOD ST | PHILADELPHIA | PA | 19138 | N/A | PC | Charitable Event | $10,000 |
| FAMFREQUENCY PRODUCTIONS INC | |||||||
| 6137 N BEACHWOOD ST | PHILADELPHIA | PA | 19138 | N/A | PC | Famfrequency Productions Equipment and Subscriptions fund | $23,500 |
| FOSTERING HOPE | |||||||
| 3277 W RIDGE PIKE C301 | POTTSTOWN | PA | 19464 | N/A | PC | Fostering Hope Cell Phone Program | $10,000 |
| FOUNDATION FOR LEARNING IN TREDYFFRIN-EASTTOWN | |||||||
| PO BOX 806 | SOUTHEASTERN | PA | 19399 | N/A | PC | General & Unrestricted | $20,000 |
| FOUNDATION FOR POTTSTOWN EDUCATION | |||||||
| 230 BEECH ST | POTTSTOWN | PA | 19464 | N/A | PC | Diversified Literature for Pottstown School Districts libraries fund | $60,331 |
| FOUR BLOCK FOUNDATION INC | |||||||
| 230 PARK AVE 29TH FL | NEW YORK | NY | 10169 | N/A | PC | FourBlock Veteran Career Readiness Program (CRP) - Northeast/Mid-Atlantic virtual Cohort | $40,000 |
| GARRETT WILLIAMSON | |||||||
| 395 BISHOP HOLLOW RD | NEWTOWN SQUARE | PA | 19073 | N/A | PC | Access to Summer Camp and Youth Employment Fund | $36,792 |
| GOOD FELLOWSHIP CLUB OF CHESTER COUNTY INC | |||||||
| 600 MONTGOMERY AVE | WEST CHESTER | PA | 19380 | N/A | PC | Paramedic Certification Tuition Assistance Scholarship fund | $60,000 |
| GRISWOLD HOME CARE FOUNDATION INC | |||||||
| 510 E TOWNSHIP LINE RD STE 210 | BLUE BELL | PA | 19422 | N/A | PC | Empowering Caregivers Through Education Scholarship fund | $15,000 |
| HEALTHWORKS ACADEMIES | |||||||
| PO BOX 2031 | MEDIA | PA | 19063 | N/A | PC | HealthWorks Academies Career Panel Presentations fund | $25,000 |
| HISTORIC FAIR HILL INC | |||||||
| 5501 GERMANTOWN AVE | PHILADELPHIA | PA | 19144 | N/A | PC | School Library Partnerships fund | $30,000 |
| HISTORIC YELLOW SPRINGS INC | |||||||
| PO BOX 62 | CHESTER SPRINGS | PA | 19425 | N/A | PC | Veterans Art Day and Scholarship Fund | $10,000 |
| HOPEWORKS N CAMDEN INC | |||||||
| 808 MARKET ST STE 1 | CAMDEN | NJ | 08102 | N/A | PC | Expanding Opportunity fund | $50,000 |
| HOUSING PARTNERSHIP OF CHESTER COUNTY INC | |||||||
| 41 W LANCASTER AVE | DOWNINGTOWN | PA | 19335 | N/A | PC | Housing Stability Programs | $30,000 |
| KENNETT AREA COMMUNITY SERVICE | |||||||
| 136 W CEDAR ST | KENNETT SQ | PA | 19348 | N/A | PC | Getting Ahead and Staying Ahead fund | $40,000 |
| LITERACY COUNCIL OF NORRISTOWN INC | |||||||
| 113 E AIRY ST | NORRISTOWN | PA | 19401 | N/A | PC | Dolly Parton Imagination Library - Norristown and Pottstown fund | $50,000 |
| LITERACY COUNCIL OF NORRISTOWN INC | |||||||
| 113 E AIRY ST | NORRISTOWN | PA | 19401 | N/A | PC | Adult Education Programs | $10,000 |
| LITERACY COUNCIL OF READING-BERKS | |||||||
| 35 S DWIGHT ST | WEST LAWN | PA | 19609 | N/A | PC | Corporate Training Program | $10,000 |
| MIGHTY WRITERS | |||||||
| 12 E CHURCH LN | PHILADELPHIA | PA | 19144 | N/A | PC | Mighty Writers El Futuro Kennett Whole Child Whole family programming fund | $50,000 |
| MISSION EDGE SAN DIEGO | |||||||
| 2820 ROOSEVELT RD STE 104 | SAN DIEGO | CA | 92106 | N/A | PC | TFM Cybersecurity Scholarship fund - Fusion Cyber - Lincoln University scholarship fund | $100,000 |
| MOMS HOUSE INC OF GREATER PHILADELPHIA | |||||||
| 865 S MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Free childcare for low-income single parents who a completing their eduction fund | $20,000 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 340 DEKALB PIKE | BLUE BELL | PA | 19422 | N/A | PC | Middle School PC Build fund | $30,000 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 340 DEKALB PIKE | BLUE BELL | PA | 19422 | N/A | PC | MontcoWorks Apprenticeship Program | $100,000 |
| NORTH MONTCO EDUCATIONAL FOUNDATION | |||||||
| 1265 SUMNEYTOWN PIKE | LANSDALE | PA | 19446 | N/A | PC | Training that Works - Adult Education Grants Scholarship fund | $40,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS ROAD | WEST CHESTER | PA | 19380 | N/A | PC | Homelessness Prevention and Self-Sufficiency for Single working parent families fund | $7,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS ROAD | WEST CHESTER | PA | 19380 | N/A | PC | Funding for Children's Camps, Extracurriculars, and enrichment programs | $5,000 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS ROAD | WEST CHESTER | PA | 19380 | N/A | PC | Charitable Event | $2,500 |
| NORTH STAR OF CHESTER COUNTY | |||||||
| 7 N FIVE POINTS ROAD | WEST CHESTER | PA | 19380 | N/A | PC | Charitable Event | $5,000 |
| NORTHAMPTON COUNTY AREA COMMUNITY COLLEGE FOUNDATI | |||||||
| 3835 GREEN POND RD | BETHLEHEM | PA | 18020 | N/A | PC | Rev. Bridging the Skills Gap: NCC Scholarship fund for high-demand careers | $75,000 |
| OPEN HEARTH INC | |||||||
| 701 MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Family Savings Partner Program | $50,000 |
| OPEN HEARTH INC | |||||||
| 701 MAIN ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $2,000 |
| ORION COMMUNITIES INC | |||||||
| 237 BRIDGE ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $5,000 |
| ORION COMMUNITIES INC | |||||||
| 237 BRIDGE ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Community Emergency Fund | $20,000 |
| ORION COMMUNITIES INC | |||||||
| 237 BRIDGE ST | PHOENIXVILLE | PA | 19460 | N/A | PC | STARS Literacy Program | $20,000 |
| ORION COMMUNITIES INC | |||||||
| 237 BRIDGE ST | PHOENIXVILLE | PA | 19460 | N/A | PC | Charitable Event | $5,000 |
| OXFORD ARTS ALLIANCE INC | |||||||
| 38 SOUTH 3RD ST | OXFORD | PA | 19363 | N/A | PC | Funding Request to Provide Summer into Fall Art & music camps and programs | $20,000 |
| OXFORD CIVIC ASSOCIATION | |||||||
| PO BOX 34 | OXFORD | PA | 19363 | N/A | PC | Cash the Elf - Oxford Police Department Toy Drive | $2,500 |
| OXFORD CIVIC ASSOCIATION | |||||||
| PO BOX 34 | OXFORD | PA | 19363 | N/A | PC | BIG Grant fund | $5,000 |
| P R O B E | |||||||
| 303 CHESTNUT ST OFC 1 | LEBANON | PA | 17042 | N/A | PC | General & Unrestricted | $5,000 |
| PARKESBURG POINT | |||||||
| PO BOX 731 | PARKESBURG | PA | 19365 | N/A | PC | Youth Apprentice & Trade's Education Program | $35,000 |
| PARTNERS IN OUTREACH | |||||||
| PO BOX 21 | CHESTER SPRGS | PA | 19425 | N/A | PC | Classroom Reading fund | $4,000 |
| PATHSTONE CORPORATION | |||||||
| 400 E AVE | ROCHESTER | NY | 14607 | N/A | PC | EARN - Wheels4Work fund | $30,000 |
| PENNSYLVANIA CONFERENCE FOR WOMEN | |||||||
| PO BOX 37635 | PHILADELPHIA | PA | 19101 | N/A | PC | Charitable Event | $3,500 |
| PENNSYLVANIA INSTITUTE OF TECHNOLOGY | |||||||
| 800 MANCHESTER AVE | MEDIA | PA | 19063 | N/A | PC | P.I.T. Academic | $50,000 |
| PENNSYLVANIA INSTITUTE OF TECHNOLOGY | |||||||
| 800 MANCHESTER AVE | MEDIA | PA | 19063 | N/A | PC | Student Hardship Fund | $5,000 |
| PENNSYLVANIA PHILHARMONIC | |||||||
| 4513 PENNELL RD STE 2 | ASTON | PA | 19014 | N/A | PC | Charitable Event | $1,000 |
| PENNSYLVANIA PHILHARMONIC | |||||||
| 4513 PENNELL RD STE 2 | ASTON | PA | 19014 | N/A | PC | Reach for the Stars virtual program | $6,000 |
| PENNSYLVANIAS STATE SYSTEM OF HIGHER EDUCATION FOU | |||||||
| 100 NOBLE BLVD STE 10 1014 | CARLISLE | PA | 17013 | N/A | PC | Commercial drivers license (cdl) scholarship fund | $30,000 |
| PENNSYLVANIAS STATE SYSTEM OF HIGHER EDUCATION FOU | |||||||
| 100 NOBLE BLVD STE 10 1014 | CARLISLE | PA | 17013 | N/A | PC | clinical medical assistant (cma) scholarship fund | $60,000 |
| PENNSYLVANIAS STATE SYSTEM OF HIGHER EDUCATION FOU | |||||||
| 100 NOBLE BLVD STE 10 1014 | CARLISLE | PA | 17013 | N/A | PC | Supporting Student Success Scholarship fund & Transfer scholarship fund | $50,000 |
| PHILLY GOAT PROJECT INC | |||||||
| 207 LANTWYN LN | NARBERTH | PA | 19072 | N/A | PC | Philly Goat Project's Teen Internship Summer Program | $15,000 |
| POTTSTOWN CHILDRENS DISCOVERY CENTER | |||||||
| 248 WALNUT ST | POTTSTOWN | PA | 19464 | N/A | PC | 2024 and 2025 Discovery Club fund | $35,000 |
| POTTSTOWN REGIONAL PUBLIC LIBRARY | |||||||
| 500 E HIGH ST | POTTSTOWN | PA | 19464 | N/A | PC | children's library fall/home for the holidays reading challenge | $20,205 |
| PREPARED TO THRIVE | |||||||
| 260 EXTON SQ MALL SUITE 254 | EXTON | PA | 19341 | N/A | PC | Charitable Event | $5,000 |
| READING RECYCLED INC | |||||||
| 1423 N BETHLEHEM PIKE | AMBLER | PA | 19002 | N/A | PC | Books From the Start fund | $20,000 |
| RESOLUTE WARRIORS | |||||||
| 9763 95TH PL N | MAPLE GROVE | MN | 55369 | N/A | PC | General & Unrestricted | $5,000 |
| REVIVAL PRODUCTIONS INC | |||||||
| 5009 W LINCOLN HWY | PARKESBURG | PA | 19365 | N/A | PC | Chester County School of the Arts Financial Aid fund | $40,000 |
| RICHARD J CARON FOUNDATION | |||||||
| PO BOX 150 | WERNERSVILLE | PA | 19565 | N/A | PC | Veterans Healing Through Connection (VHTC) fund | $20,000 |
| ROCK TO THE FUTURE | |||||||
| 1201 N 3RD ST 283 | PHILADELPHIA | PA | 19122 | N/A | PC | Charitable Event | $7,500 |
| SAINT JOSEPHS UNIVERSITY | |||||||
| 5600 CITY AVE | PHILADELPHIA | PA | 19131 | N/A | PC | General & Unrestricted | $5,000 |
| SAINT JOSEPHS UNIVERSITY | |||||||
| 5600 CITY AVE | PHILADELPHIA | PA | 19131 | N/A | PC | Ready to Launch fund | $25,000 |
| SAINT JOSEPHS UNIVERSITY | |||||||
| 5600 CITY AVE | PHILADELPHIA | PA | 19131 | N/A | PC | Financial Literacy and Entrepreneurship Bootcamp for veterans (ebv) fund | $10,000 |
| SANCTUARY FARM PHILA | |||||||
| 1909 N 24TH ST | PHILADELPHIA | PA | 19121 | N/A | PC | Therapeutic Gardening Continuation and Expansion fund | $20,000 |
| SILO WORKS | |||||||
| PO BOX 22 | OXFORD | PA | 19363 | N/A | PC | Financial Literacy Class fund | $2,675 |
| SILO WORKS | |||||||
| PO BOX 22 | OXFORD | PA | 19363 | N/A | PC | SILO Gardening Program | $6,000 |
| SOW GOOD NOW | |||||||
| 80 LANCASTER AVE STE 100 UIF | DEVON | PA | 19333 | N/A | PC | Sow Good Now GiveBacks fund | $7,500 |
| SURREY SERVICES FOR SENIORS INC | |||||||
| 60 SURREY WAY | DEVON | PA | 19333 | N/A | PC | Surrey Academy for Caregivers Scholarship Fund | $15,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | N/A | PC | Chester Children's Chorus Summer Learning Program | $100,000 |
| THE ARC OF CHESTER COUNTY | |||||||
| 900 LAWRENCE DR | WEST CHESTER | PA | 19380 | N/A | PC | Scholarship fund to attend The Arc of Chester County Preschool | $15,000 |
| THE COMMUNITYS FOUNDATION | |||||||
| 6 E HINCKLEY AVE STE 203 | RIDLEY PARK | PA | 19078 | N/A | PC | Operating costs for the Kara Barnard Fund's used book distribution fund | $4,800 |
| THE GARAGE COMMUNITY AND YOUTH CENTER | |||||||
| PO BOX 1158 | KENNETT SQUARE | PA | 19348 | N/A | PC | Career Development Programs: MAPS and Career Compass | $17,500 |
| THE HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 8915 | LANCASTER | PA | 17604 | N/A | SO I | Certified workforce training for HACC's military and veteran students in need fund | $101,247 |
| THE HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 8915 | LANCASTER | PA | 17604 | N/A | SO I | HACC High School Career Readiness Program: Micro-credentials and workforce skilled training certifications scholarship fund | $50,000 |
| THE HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 8915 | LANCASTER | PA | 17604 | N/A | SO I | HACC Workforce Certificate Training in Healthcare and skill trades scholarship fund | $50,000 |
| THISTLE HILLS INC | |||||||
| 323 E LINCOLN HWY | COATESVILLE | PA | 19320 | N/A | PC | Pottery Classes fund | $4,520 |
| TRICOUNTY COMMUNITY NETWORK INC | |||||||
| 13 ARMAND HAMMER BLVD STE 102 | POTTSTOWN | PA | 19464 | N/A | PC | C2 - Community Camp and Launching Leaders fund | $40,000 |
| TUESDAYS CHILDREN | |||||||
| 390 PLANDOME RD STE 215 | MANHASSET | NY | 11030 | N/A | PC | Career Resource Center Programs including Career Mentoring, skill building workshops, and take your child to work day with a family engagement activity | $30,000 |
| TWIN VALLEY FIRE DEPT | |||||||
| PO BOX 19520 | ELVERSON | PA | 19520 | N/A | PC | Charitable Event | $2,000 |
| UWCHLAN AMBULANCE CORPS INC | |||||||
| 70 W WELSH POOL RD | EXTON | PA | 19341 | N/A | PC | Scholarship Fund for Training Institute | $88,000 |
| VALOR CLINIC FOUNDATION | |||||||
| PO BOX 315 | BRODHEADSVLLE | PA | 18322 | N/A | PC | General & Unrestricted | $304,820 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | Villanova Interdisciplinary Immigration Studies Training for advocates (viista) program | $40,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | Removing barriers to the nursing profession in partnership with the M. Louise Fitzpatrick college of nursing (fcn) scholarship fund | $40,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | Ignite Your Career: Unpaid Internship Support for low-income students fund | $20,000 |
| WALNUT STREET THEATRE CORP | |||||||
| 825 WUHUT ST | PHILDELPHIA | PA | 19107 | N/A | PC | WST Theatre School Scholarship Fund | $5,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | Health Career Summer Academy (HCSA) fund | $10,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | Micro Scholarship Fund | $50,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | Literacy Center for Previously Incarcerated Youth fund | $5,280 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | Fund for Unpaid Internships | $66,500 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | The Ram Chefs Program Scholarship Fund | $10,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| 202 CARTER DR | WEST CHESTER | PA | 19382 | N/A | PC | West Chester's First Generation coaching and mentoring program | $15,000 |
| WEST PHILADELPHIA ALLIANCE FOR CHILDREN | |||||||
| 4125 LANCASTER AVE 1ST FL | PHILADELPHIA | PA | 19104 | N/A | PC | Dolly Parton Imagination Library fund | $5,000 |
| WESTSIDE COMMUNITY CENTER | |||||||
| 430 HANNUM AVE | WEST CHESTER | PA | 19380 | N/A | PC | General & Unrestricted | $10,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETOWN RD | MEDIA | PA | 19063 | N/A | PC | Scholarship fund | $500,000 |
| YOUNGMOMS | |||||||
| PO BOX 376 | KENNETT SQ | PA | 19348 | N/A | PC | Life Skills Workshops & Cultivating Community Groups fund | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,363,978 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,976 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $610,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$75,948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $376,192 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $536,049 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $376,192 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,103,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,479,975 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 926 | IdentifierTxt |
| Form And Line Reference | FORM 926 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION HAS PREPARED THIS FORM TO THE BEST OF ITS ABILITY BASED ON THE LIMITED INFORMATION PROVIDED TO IT BY THE INVESTMENT ON WHICH THE FOUNDATION IS REPORTING AND ON THE BASIS OF HAVING RECEIVED NO INFORMATION TO THE CONTRARY. ANY MISSING OR INCOMPLETE INFORMATION IS DUE TO THE FOUNDATION'S INABILITY TO OBTAIN SUCH INFORMATION AND IS NOT A WILLFUL ATTEMPT TO WITHHOLD SUCH INFORMATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (39 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AECOM - 5.125% - 03/15/2027 | $248,417 | $252,131 |
| BEACON ROOFING SUPPLY BOND REG | $24,972 | $24,564 |
| BERRY GLOBAL INC BOND REG S - | $302,650 | $295,875 |
| BLACK & DECKER INC - 6.272% - | $45,373 | $44,988 |
| BOYD GAMING - 4.750% - 12/01/2 | $225,993 | $217,529 |
| CENTENE CORP - 4.625% - 12/15/ | $110,148 | $108,759 |
| CENTENE CORP DEL SER B - 4.250 | $163,220 | $167,845 |
| CENTRAL GARDEN & PET CO NOTE - | $213,906 | $233,597 |
| CENTURY COMMUNITIES INC SER B | $630,484 | $602,345 |
| CITIGROUP INC - 4.300% - 11/20 | $164,100 | $169,440 |
| CITIGROUP INC - 5.500% - 09/13 | $239,353 | $241,058 |
| CLEVELAND-CLIFFS INCNEW SER B | $285,544 | $273,441 |
| CROWN AMERS LLC SER B - 4.750% | $364,440 | $350,680 |
| DEVON ENERGY CO - 5.875% - 06/ | $121,229 | $120,658 |
| ENCOMPASS - 4.750% - 02/01/203 | $157,140 | $165,594 |
| ENCOMPASS HEAL TH - 5.750% - 0 | $150,304 | $146,780 |
| ENPRO INDUSTRIES - 5.750% - 10 | $592,144 | $562,175 |
| FREEPORT MCMORAN - 4.125% - 03 | $109,434 | $111,874 |
| GOLDMAN SACHS GROUP - 4.250% - | $73,211 | $74,587 |
| GOODYEAR TIRE & RUBR - 5.000% | $120,941 | $116,146 |
| HCA 3.5% 09/01/2030 - 3.500% - | $149,852 | $158,100 |
| HCA INC - 5.875% - 02/15/2026 | $65,513 | $65,325 |
| HILTON DOMESTIC - 5.750% - 05/ | $100,325 | $99,977 |
| HILTON DOMESTIC INC SER B - 4. | $252,545 | $263,782 |
| JOHN HOPKINS - 4.705% - 07/01/ | $226,760 | $230,727 |
| LOUISIANA PAC CORP BOND REG S | $117,994 | $115,000 |
| MANUFACTUREERS & TRADERS TR - | $59,571 | $60,179 |
| MANUFACTURERS AND - 3.400% - 0 | $81,363 | $81,593 |
| NRG ENERGY INC SER B - 5.750% | $173,695 | $174,380 |
| OCCIDENTAL PETROLEUM - 5.550% | $64,484 | $65,280 |
| OSHKOSH CORP - 3.100% - 03/01/ | $120,927 | $128,059 |
| SCOTTS MIRACLE GRO CO NOTE - 5 | $332,393 | $316,802 |
| STARWOOD PROPERT - 4.750% - 03 | $26,852 | $25,986 |
| TELEFLEX INC - 4.625% - 11/15/ | $42,460 | $44,577 |
| TOLL BROS FIN CORP - 3.800% - | $303,125 | $330,143 |
| TOLL BROS FIN CORP - 4.875% - | $117,823 | $119,894 |
| TRUIST BANK - 2.250% - 03/11/2 | $87,066 | $85,415 |
| UBER TECHNOLOGIES INC - 7.500% | $245,125 | $244,274 |
| WELLS FARGO & CO SER U MTN - 3 | $239,119 | $239,265 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BENTLEY SYSTEMS INC CL B | $6,032,358 | $7,116,613 |
| INVESCO SENIOR LOAN ETF | $164,986 | $164,451 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIN CAPITAL CREDIT CLO MANAGE | $3,213,615 | $3,091,188 |
| WCAS XIV NORSTELLA, L.P | $288,660 | $289,943 |
| WCAS XIV, L.P | $745,451 | $891,567 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $93,683 | $93,683 | |
| Bank Charges | $125 | $125 | |
| Foundation Dues & Memberships | $841 | $841 | |
| K-1 Exp CHURCHILL MIDDLE MARKE | $31,960 | $31,960 | |
| K-1 Exp WCAS XIV NORSTELLA, L. | $4 | $4 | |
| K-1 Exp WCAS XIV, L.P | $99,206 | $99,206 | |
| Office Supplies | $1,920 | $1,920 | |
| Postage/Delivery Service | $812 | $812 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $580 | $580 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BAIN CAPITAL CREDIT CLO MANAGEMENT ( | $535,687 | $535,687 |
| K-1 Inc/Loss CHURCHILL MIDDLE MARKET SENIOR LOAN | $376,239 | $47 |
| K-1 Inc/Loss WCAS XIV, L.P | $315 | $315 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $62,408 | Amt |
| Net Investment Income | $62,408 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $15,000 |
| 990-PF Excise Tax for 2023 | $754 |
| 990-PF Extension for 2023 | $1,700 |
| 990-T Extension for 2023 | $29,600 |
| 990-T Income Tax for 2023 | $37,289 |
| IRS MISCELLANEOUS FEE | $1,693 |