2025-11-12T12:43:34-06:00 2024-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990PF 2024-07-01 873569932 SAUNDERS HOUSE FOUNDATION SAUN 6109370044 HARP-WEAVER LLC 8033 GERMANTOWN AV PHILADELPHIA PA 19118 GORDON MOTT PRESIDENT 6109370044 2025-11-11 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2025-11-11 2024 2025-03-06 01:10:19Z X X 29287214 X X 29551 29551 601174 601174 47258 17483422 47258 44 44 0 678027 678027 0 0 0 0 0 5743 0 0 5743 3750 1875 0 1875 151764 14484 0 137280 26883 0 0 0 85201 0 0 84735 273341 16359 0 229633 1691310 420000 1964651 16359 0 649633 -1286624 661668 0 278962 143006 143006 765301 765301 10602508 13241109 13362179 13901877 10678039 12382013 50017 50001 50001 1707929 1707929 2584714 26541293 26585385 29287214 83619 1271310 83619 1271310 X 26457674 25314075 26457674 25314075 26541293 26585385 26457674 -1286624 143025 25314075 0 25314075 PERSHING STOCK SALES P 2024-12-31 15233422 15218699 14723 14723 U.S. TREASURY P 2024-12-31 2250000 2217465 32535 32535 47258 9197 0 9197 0 9197 8094 0 16000 0 24094 4 14893 14893 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A TERESA ARACO RODGERS 6109370044 8033 GERMANTOWN AVE PHILADELPHIA PA 19118 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GORDON MOTT C/O HARP-WEAVER LLC 8033 GERMANTOWN AVE PHILADELPHIA PA 19118 PRESIDENT 1.00 0 0 0 A LOUIS DENTON ESQ C/O HARP-WEAVER LLC 8033 GERMANTOWN AVE PHILADELPHIA PA 19118 TREASURER 1.00 0 0 0 DAVID DUGERY C/O HARP-WEAVER LLC 8033 GERMANTOWN AVE PHILADELPHIA PA 19118 BOARD MEMBER 1.00 0 0 0 TIM RUBIN C/O HARP-WEAVER LLC 8033 GERMANTOWN AVE PHILADELPHIA PA 19118 SECRETARY 1.00 0 0 0 ELIZABETH ROGAN AICP C/O HARP-WEAVER LLC 8033 GERMANTOWN AVE PHILADELPHIA PA 19118 BOARD MEMBER 1.00 0 0 0 ROSELLA HARVEY C/O HARP-WEAVER LLC 8033 GERMANTOWN AVE PHILADELPHIA PA 19118 BOARD MEMBER 1.00 0 0 0 CHARLES BREISH C/O HARP-WEAVER LLC 8033 GERMANTOWN AVE PHILADELPHIA PA 19118 BOARD MEMBER 1.00 0 0 0 PAUL BOSTON C/O HARP-WEAVER LLC 8033 GERMANTOWN AVE PHILADELPHIA PA 19118 BOARD MEMBER 1.00 0 0 0 NONE 0 MAIN LINE SENIOR CARE PO BOX 26804 COLLEGEVILLE PA 19426 MANAGEMENT 144836 0 0 28179093 1344581 0 29523674 0 0 29523674 442855 29080819 732982 732982 9197 9197 723785 0 723785 0 723785 649633 0 1271310 1920943 723785 1197158 0 0 1920943 1197158 0 0 723785 0 0 0 0 0 0 0 0 0 0 0 0 X ELDERNET OF LOWER MERION & NARBERTH 9 S BRYN MAWR AVENUE BRYN MAWR PA 19010 NONE 501(C)(3) PROGRAM SUPPORT 70000 OPTIONS IN AGING DBA NEW HORIZONS SENIOR CENTER PO BOX 85 NARBERTH PA 190720085 NONE 501(C)(3) PROGRAM SUPPORT 70000 SENIOR COMMUNITY CENTER 600 SWARTHMORE AVE FOLSOM PA 19033 NONE 501(C)(3) PROGRAM SUPPORT 70000 SHARE FOOD PROGRAM 2901 WEST HUNTING PARK AVENUE PHILADELPHIA PA 19129 NONE 501(C)(3) PROGRAM SUPPORT 70000 SIMPSON HOUSE INC 150 BELMONT RD PHILADELPHIA PA 19131 NONE 501(C)(3) PROGRAM SUPPORT 70000 SURREY SERVICES FOR SENIORS INC 60 SURREY WAY DEVON PA 19333 NONE 501(C)(3) PROGRAM SUPPORT 70000 420000 CASH DISTRIBUTION SET ASIDE PO BOX 26804 52 W 3RD AVENUE COLLEGEVILLE PA 19426 NONE PC CASH DISTRIBUTION SET ASIDE 1271310 1271310 14 29551 14 601174 01 44 18 47258 0 678027 0 678027 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3750 1875 0 1875 1. A DESCRIPTION OF THE NATURE AND PURPOSE OF THE PROJECT FOR WHICH AMOUNTS ARE BEING SET ASIDE.SAUNDERS HOUSE FOUNDATION PROVIDES INDIRECT FINANCIAL SUPPORT TO ELDERLY INDIVIDUALS IN THE COMMONWEALTH OF PENNSYLVANIA WHO LACK FINANCIAL RESOURCES OF THEIR OWN TO PROCURE NEEDED HEALTHCARE, SERVICES, AND OTHER RELIEF AND COMFORT. THE FOUNDATION IS IN THE PROCESS OF IDENTIFYING THE NEEDS OF THE ELDERLY IN THE COMMONWEALTH OF PENNSYLVANIA AND DETERMINE THE SOCIAL SERVICE ORGANIZATIONS BEST ABLE TO PROVIDE THE HIGHEST LEVEL OF CARE AT THE BEST VALUE. THE FOUNDATION BELIEVES THERE IS A NEED FOR THIS FUNDING AND WISHES TO EXTEND ITS RESOURCES FOR AS LONG AS POSSIBLE.2. A STATEMENT THAT THE AMOUNTS SET ASIDE WILL ACTUALLY BE PAID FOR THE SPECIFIC PROJECT WITHIN 60 MONTHS AFTER THE DATE OF THE FIRST SET-ASIDE.ALL AMOUNTS SET ASIDE WILL BE PAID FOR THE ABOVE PROJECT BY NOVEMBER 15, 2029.3. A STATEMENT THAT THE PROJECT WAS NOT COMPLETED BEFORE THE END OF THE TAX YEAR IN WHICH THE SET-ASIDE WAS MADE.THE PROJECT HAS NOT BEEN COMPLETED BY DECEMBER 31, 2024.4. A LIST OF THE DISTRIBUTABLE AMOUNTS FOR ANY PRIOR TAX YEARS OF THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS.SAUNDERS HOUSE FOUNDATION IS IN YEAR 3 SINCE ITS FORMATION ON NOVEMBER 16, 2021. IN ITS INITIAL YEAR ENDING JUNE 30, 2022, IT HAD NO ACTIVITY. IN YEAR 1 FOR THE YEAR ENDING JUNE 30, 2023, IT HAD A REQUIRED DISTRIBUTION OF $148,515. IN YEAR 2 FOR THE YEAR ENDING JUNE 30, 2024, IT HAD A REQUIRED DISTRIBUTION OF $1,364,384. IN YEAR 3, THE ORGANIZATION CHANGED ITS YEAREND TO DECEMBER 31, 2024 AS THIS BETTER ACCOMMODATES ITS GRANT-GIVING AND ACCOUNTING PROCEDURES. IN THE SHORT YEAR, THE REQUIRED DISTRIBUTION WAS $723,785. YEARS 4 AND 5, HAVE NOT YET OCCURRED. 5. A LIST OF ACTUAL DISTRIBUTIONS (FOR EXEMPT PURPOSES) MADE BY THE FOUNDATION DURING EACH YEAR OF ITS START-UP AND FULL PAYMENT PERIODS. THIS SHOULD INCLUDE A DETAILED DESCRIPTION OF ANY CORRECTING DISTRIBUTIONS TREATED AS BEING MADE IN A YEAR PRIOR TO THE YEAR THEY WERE ACTUALLY DISTRIBUTED.THE FOUNDATION MADE ACTUAL DISTRIBUTIONS OF THE FOLLOWING AMOUNTS:YEAR 1, JUNE 30, 2023, ACTUAL DISTRIBUTION OF $121,449YEAR 2, JUNE 30, 2024, ACTUAL DISTRIBUTION OF $194,292YEAR 3, DECEMBER 31, 2024 (SHORT YEAR), ACTUAL DISTRIBUTION OF $ 649,633ACTUAL DISTRIBUTIONS FOR YEAR 4 ARE IN THE PROCESS OF BEING DISTRIBUTED. DISTRIBUTIONS FOR YEAR 5 HAVE NOT BEEN MADE. CORPORATE BONDS 50001 50001 EQUITIES AND TREASURY BILLS 1732568 3388009 U.S. TREASURY SECURITIES 8945471 8994004 13206051 13155011 35058 207168 EXCHANGE-TRADED PRODUCTS AT COST 1707929 2584714 LEGAL 5743 0 0 5743 INSURANCE 8200 0 0 8200 BANK & ADVISORY FEES 73529 0 0 73529 BOOK/TAX DIFFERENCE 3472 0 0 3006 MISCELLANEOUS 44 44 PRIOR PERIOD ADJUSTMENT 143025 PROFESSIONAL FEES 6925 0 0 6925 MANAGEMENT FEE 144839 14484 0 130355 EXCISE TAX 26883 0 0 0