POTTSTOWN REGIONAL COMMUNITY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- POTTSTOWN REGIONAL COMMUNITY FOUNDATION (EIN 23-2344729)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-17
- IRS object ID
- 201413219349101756
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T12:12:54-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231144520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET SUITE 2400 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232344729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POTT | BusinessNameControlTxt |
| Phone | 6103232006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1 |
| City | POTTSTOWN | City |
| State | PA | State |
| ZIP Code | 19464 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH HARRISON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6103232006 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY CULLEN | PreparerPersonNm |
| PTIN | P00974308 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,723,796 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $321 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,917,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,917,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,356,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,758,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,356,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,274,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,273,864 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,390 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $74,156 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $111,225 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $368,352 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $117,492 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $250,866 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,571 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $57,125 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,421 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,421 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $293,694 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,773 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $156,080 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $174,217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $144,465 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,396 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,933 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $12,933 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $77,682 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $15,536 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $62,146 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,761 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,552 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,305 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $17,364 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $3,473 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $13,283 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $531,754 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,619 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $411,630 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,806,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $522,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,133,056 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,834,148 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,594,473 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,640,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $522,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,727,529 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,633,398 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,751,344 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,738 | CashBOYAmt |
| Cash EOY | $103,000 | CashEOYAmt |
| Cash EOYFMV | $103,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $431,762 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $431,762 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,919 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $35,956 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,956 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $67,472,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,461,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,461,240 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,778,364 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,662,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,662,743 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $280,542 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $251,447 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $24,835 | LandBOYAmt |
| Land EOY | $29,095 | LandEOYAmt |
| Land EOYFMV | $29,095 | LandEOYFMVAmt |
| Total Assets BOY | $78,446,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,723,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,723,796 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $423,010 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $441,684 | AccountsPayableEOYAmt |
| Grants Payable BOY | $24,068 | GrantsPayableBOYAmt |
| Grants Payable EOY | $263,743 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $18,496,857 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,570,562 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,943,935 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,275,989 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $59,502,188 | UnrestrictedBOYAmt |
| Unrestricted EOY | $69,447,807 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,502,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,447,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,446,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,723,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,502,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,633,398 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,312,221 | OtherIncreasesAmt |
| Subtotal | $69,447,807 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,447,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TOO VOLUMINOUS TO LIST - DETAILS AVAILABLE AT TAXPAYER'S OFFICE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $27,758,704 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,402,679 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,356,025 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,356,025 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,356,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,566,515 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $76,166,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046825 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,596,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $73,782,957 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048745 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,730,946 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $75,306,900 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049543 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,953,437 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $70,609,936 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055990 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,345,702 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $69,589,804 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062447 | DistributionYr5Rt |
| Total Distribution | 0.263550 | TotalDistributionRt |
| Average Distribution | 0.052710 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $81,008,575 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,269,962 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $77,513 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,347,475 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,727,529 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155,027 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $155,027 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $155,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $136,248 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $136,248 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $730 | EsPenaltyAmt |
| Tax Due | $19,509 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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.POTTSTOWNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID KRAYBILL EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 6103232006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 E HIGH STREET SUITE 500 | AddressLine1 |
| City | POTTSTOWN | City |
| State | PA | State |
| ZIP Code | 19464 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (22 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID KRAYBILL | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | EXECUTIVE DIRECTOR | 40.00 | $185,390 | $25,122 | $0 |
| KENNETH E PICARDI | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ART GREEN | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| MYRA GEHRET FORREST ED D | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MATTHEW CAPPELLETTI | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | TREASURER | 5.00 | $0 | $0 | $0 |
| TODD ALDERFER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ROBERT W BOYCE | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JAMES R BUSH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| PHILIP COOK | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JAMES CORUM | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| D SCOTT DETAR CPA | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LINDA FLEDERBACH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| PETER GLENNON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| KEITH HARRISON DO FAAFP | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MILTON D MARTYNY | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| CHARLES F PALLADINO | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| REV KAREN PIDCOCK-LESTER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DONALD SILVERSON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| WILLIAM S TADDONIO MD | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SHARON L WEAVER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| B DOUGLAS TRAINER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DEBORAH ZELLE | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURIE BETTS | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $121,644 | $20,472 | $0 |
| LAURA DEFLAVIA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | CONTROLLER | 40.00 | $101,365 | $10,594 | $0 |
| ROSEMARIE WALTERS | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | OFFICE MANAGER | 40.00 | $60,621 | $21,781 | $0 |
| ASHLEY PULTORAK | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $54,258 | $6,861 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALGORHYTHM LLC | |||||
| 500 THROCKMORTON STREET | FORT WORTH | TX | 76102 | COMPUTER PROGRAMMING | $127,210 |
| PUBLIC HEALTH MANAGEMENT CORP | |||||
| 260 SOUTH BROAD ST 18TH FL | PHILADELPHIA | PA | 191025085 | PROMOTION OF PUBLIC HEALTH | $67,748 |
| DGA PARTNERS | |||||
| 2 BALA PLAZA | BALA CYNWYD | PA | 19004 | HEALTHCARE MANAGEMENT CONSULTANTS | $65,339 |
| 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 | $82,040,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,393 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,242,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,242,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,233,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,008,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,050,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,050,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155,027 | TotalTaxAmt |
| Distributable Before Adj | $3,895,402 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,895,402 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,895,402 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,727,529 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,727,529 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,727,529 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,895,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $707,659 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $444,523 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,979 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,169,161 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,727,529 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,727,529 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $167,873 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $167,873 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,001,288 | 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 | $539,786 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $461,502 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $444,523 | ExcessFromYear4Amt |
| Excess From Year3 | $16,979 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ASHLEY PULTORAK PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1 |
| City | POTTSTOWN | City |
| State | PA | State |
| ZIP Code | 19464 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6103232006 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE TO BE COMPLETED AND POTENTIAL GRANTEES NEED TO PROVIDE AN ORGANIZATION BUDGET, A PROGRAM BUDGET, AN IRS DETERMINATION LETTER, MOST RECENT AUDIT REPORT AND/OR FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY BASED ON EACH FALL AND SPRING GRANT ROUND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | A POTENTIAL GRANTEE ORGANIZATION MUST BE A NON-PROFIT ORGANIZATION LOCATED WITHIN 10 MILES OF THE BOROUGH OF POTTSTOWN. THE GRANT MUST FALL WITHIN ONE OF THE ORGANIZATION'S THREE CORE PRIORITIES OF: (1) FUNDING PROGRAMS AND SOLUTIONS FOR LONG-TERM IMPROVEMENT IN HEALTHY BEHAVIORS; (2) FUNDING PROGRAMS FOR PHYSICAL HEALTH AND EMOTIONAL WELL-BEING; (3) FUNDING LEARNING OPPORTUNITIES AND STRATEGIC PLANNING TO STRENGTHEN NON-PROFITS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLAMO | ||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | CONEXIONES POR SALUD - HEALTH DISPARITIES REDUCTION PROGRAM | $40,000 |
| BLESSED TERESA OF CALCUTTA PARISH | ||||||
| PO BOX 229 | LIMERICK | PA | 19468 | CATHOLIC CHURCH | PHYSICALLY FIT TO PLAY | $10,000 |
| BOONE AREA LIBRARY | ||||||
| 129 N MILL STREET | BIRDSBORO | PA | 19508 | GOVERNMENT ENTITY | COLLECTION DEVELOPMENT OF NON-FICTION BOOKS | $5,000 |
| BOYERTOWN AREA COMMUNITY WELLNESS COUNCIL | ||||||
| PO BOX 87 | GILBERTSVILLE | PA | 19525 | PUBLIC CHARITY | 2014 STRENGTHENING A COMMUNITY THROUGH WELLNESS | $25,000 |
| BOYERTOWN AREA SCHOOL DISTRICT | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | BRAIN BODY CONNECTION | $66,000 |
| BOYERTOWN AREA YMCA | ||||||
| 301 W SPRING STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | SPORTS & WELLNESS TRAINING CENTER | $20,000 |
| BOYERTOWN COMMUNITY LIBRARY | ||||||
| 29 E PHILADELPHIA AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | COMMUNITY SEXUAL ABUSE AWARENESS | $650 |
| BROOKESIDE MONTESSORI | ||||||
| 1075 ROUTE 100 | BECHTELSVILLE | PA | 19505 | SCHOOL | GROWING UP FIT | $6,000 |
| CAMPHILL VILLAGE KIMBERTON HILLS | ||||||
| PO BOX 1045 | KIMBERTON | PA | 19442 | PUBLIC CHARITY | AGING IN COMMUNITY | $7,500 |
| CARSON VALLEY CHILDREN'S AID | ||||||
| 1314 DEKALB STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | WOMEN'S VOICES, HEALTHY CHOICES | $20,000 |
| CENTRO CULTURAL LATINO UNIDOS INC | ||||||
| BOX 613 19 S KEIM STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SENIORS AND CHILDREN DRIBBLING TO HEALTH | $8,000 |
| CHESTER COUNTY COMMUNITY FOUNDATION | ||||||
| 601 WESTTOWN ROAD SUITE 370 | WEST CHESTER | PA | 19380 | GOVERNMENT ENTITY | AFTER SCHOOL PROGRAMS AT PARK SPRINGS APARTMENTS | $10,000 |
| CHESTER COUNTY PLANNING COMMISSION | ||||||
| 601 WESTTOWN ROAD SUITE 370 | WEST CHESTER | PA | 19380 | GOVERNMENT ENTITY | COVENTRY LINKS TRAIL FEASIBILITY STUDY | $10,000 |
| CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY | ||||||
| PO BOX 706 | NORRISTOWN | PA | 19404 | PUBLIC CHARITY | MISSION KIDS' VICTIM/FAMILY ADVOCATE PROGRAM | $15,000 |
| CHILD HOME & COMMUNITY | ||||||
| 144 WOOD STREET | DOYLESTOWN | PA | 18901 | PUBLIC CHARITY | ADOLESCENT, PRENATAL, PARENTING & SUPPORT CONTINUUM | $7,500 |
| COMMUNITY HEALTH & DENTAL CARE INC | ||||||
| 11 ROBINSON STREET SUITE 100 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | OUTREACH AND ENROLLMENT ASSISTANCE & EXPANDING PRENATAL SERVICES | $122,425 |
| COVENTRY CHRISTIAN SCHOOL | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | SCHOOL | PROJECT PURPOSE | $50,000 |
| COVENTRY LITTLE LEAGUE | ||||||
| 228 STAUFFER ROAD | POTTSTOWN | PA | 19465 | PUBLIC CHARITY | WAMPLER COMPLEX IMPROVEMENT PROJECT | $12,500 |
| CREATIVE HEALTH SERVICES | ||||||
| 11 ROBINSON STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | HEALTHY WEIGHT, HEALTHY FAMILIES | $190,542 |
| DANIEL BOONE AREA SCHOOL DISTRICT | ||||||
| 321 FURNACE ST SUITE 200 | BIRDSBORO | PA | 19508 | GOVERNMENT ENTITY | HEALTHY FOR A LIFETIME PROGRAM | $70,446 |
| DELAWARE VALLEY CHRISTIAN CAMP | ||||||
| 33 CAMP ROAD | DOUGLASSVILLE | PA | 19518 | CHURCH | LEAN AND GREEN PRE-PLANNING AND CONSULTING | $1,310 |
| DEVELOPMENTAL ENTERPRISES CORP | ||||||
| 333 E AIRY STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | HEALTHY EATING, HEALTHY LIVING | $16,000 |
| FALKNER SWAMP NURSERY SCHOOL | ||||||
| 1809 HOFFMANSVILLE RAD | SASSAMANSVILLE | PA | 19472 | SCHOOL | FSNS HEALTH AND WELLNESS PROPOSAL | $5,000 |
| FAMILY SERVICES OF MONTGOMERY COUNTY | ||||||
| 3125 RIDGE PIKE | EAGLEVILLE | PA | 19403 | PUBLIC CHARITY | PROJECT HEARTH & RESILIENCY PROJECT | $22,500 |
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | EXECUTIVE DIRECTOR POSITION & PART TIME ADMINISTRATIVE ASSISTANT | $60,000 |
| FREEDOM VALLEY YMCA | ||||||
| 724 ADAMS STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | YOUTH WELLNESS/MOVEMENT ROOM | $35,000 |
| GRACE LUTHERAN PRESCHOOL | ||||||
| 660 N CHARLOTTE STREET | POTTSTOWN | PA | 19464 | CHURCH | DEVELOPMENT OF OUTDOOR PLAY SPACE | $7,000 |
| GREATER POTTSTOWN TENNIS ASSOCIATION | ||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | TENNIS & LEARNING AFTER SCHOOL PROGRAM | $32,500 |
| GREEN VALLEYS ASSOCIATION | ||||||
| 1368 PRIZER ROAD | POTTSTOWN | PA | 19465 | PUBLIC CHARITY | OUTDOOR AND ENVIRONMENTAL EDUCATION PROGRAMS | $3,000 |
| HOLY CROSS REGIONAL CATHOLIC SCHOOL | ||||||
| 701 LOCUST STREET | COLLEGEVILLE | PA | 19426 | CATHOLIC CHURCH | PHYSICAL EDUCATION ENHANCEMENTS | $3,100 |
| JEWISH HEALTHCARE FOUNDATION | ||||||
| 650 SMITHFIELD STREET | PITTSBURGH | PA | 15222 | PUBLIC CHARITY | PA HEALTH FUNDERS COLLABORATIVE | $10,000 |
| MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY | ||||||
| 30 W BARNARD STREET STE 1 | WEST CHESTER | PA | 19382 | PUBLIC CHARITY | MOBILE HEALTH, HEALTHY START AND HEALTH INSURANCE ENROLLMENT INITIATIVES | $33,000 |
| MATERNITY CARE COALITION | ||||||
| 200 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | POTTSTOWN EARLY HEAD START | $40,000 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||
| 101 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | COLLEGE | DENTAL SEALANT DAY, STOCK-UP FOR SUCCESS AND SERVICE LEARNING TO BUILD THE CAPACITY OF COMMUNITY BASED NON-PROFIT ORGANIZATIONS | $28,215 |
| NATURAL LANDS TRUST INC | ||||||
| 1031 PALMERS MILL ROAD | MEDIA | PA | 19063 | GOVERNMENT ENTITY | SCHUYLKILL HIGHLANDS BIG WOODS TRAIL DESIGN | $25,000 |
| NORTH COVENTRY TOWNSHIP | ||||||
| 845 S HANOVER STREET | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | RIVERSIDE PARK BASKETBALL COURTS | $10,000 |
| OLIVET BOYS & GIRLS CLUB | ||||||
| 1161 PERSHING BLVD | READING | PA | 19611 | PUBLIC CHARITY | A BODY, MIND & SOUL APPROACH TO COMMUNITY HEALTH & WELLNESS | $93,000 |
| OWEN J ROBERTS SCHOOL DISTRICT | ||||||
| 901 RIDGE ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | FIT FOR LIFE PROGRAM | $85,000 |
| PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND | ||||||
| 17 OLD MAIN | UNIVERSITY PARK | PA | 16802 | PUBLIC CHARITY | DINING WITH DIABETES | $24,068 |
| PERKIOMEN VALLEY SCHOOL DISTRICT | ||||||
| 509 GRAVEL PIKE ROAD | COLLEGEVILLE | PA | 19464 | GOVERNMENT ENTITY | WORKSITE WELLNESS COORDINATOR | $30,000 |
| PHOENIXVILLE HEALTHCARE ACCESS FOUNDATION | ||||||
| 723 WHEATLAND STREET | PHOENIXVILLE | PA | 19460 | PRIVATE FOUNDATION | HEALTHCARE ACCESS PROGRAMS | $10,000 |
| PHILADELPHIA FREEDOM VALLEY YMCA | ||||||
| 19 WEST LINFIELD-TRAPPE ROAD | LIMERICK | PA | 19468 | PUBLIC CHARITY | NUTRITION COUNSELING/HEALTHY EATING CLASSES | $5,000 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN ROAD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | FIT FALCONS FLY | $60,000 |
| POTTSGROVE SOCCER CLUB INC | ||||||
| PO BOX 1548 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | EVERYONE SCORES | $10,000 |
| POTTSTOWN AREA INDUSTRIAL DEVELOPMENT INC | ||||||
| 152 EAST HIGH STREET SUITE 360 | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | ANNUAL OPERATIONS & FEASIBILTY ANALYSIS FOR A MEDICALLY INTEGRATED HEALTH & FITNESS CENTER | $33,000 |
| POTTSTOWN AREA POLICE ATHLETIC LEAGUE | ||||||
| PO BOX 176 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PAL OPERATING PROGRAM | $50,000 |
| POTTSTOWN AREA SENIORS' CENTER | ||||||
| 724 N ADAMS STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | ENHANCING PRIME TIME HEALTH FOR SENIORS & A NEW BEGINNING | $146,000 |
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||
| 137 WALNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | OPPORTUNITIES FOR IMPROVED HEALTH OF OUR CLIENTS AND PCRC | $58,000 |
| POTTSTOWN ATHLETIC CLUB | ||||||
| 21 N HANOVER STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | POTTSTOWN DRAGON WARRIORS | $25,000 |
| POTTSTOWN KARATE CLUB | ||||||
| 21 N HANOVER STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | THE NEXT LEVEL | $30,000 |
| POTTSTOWN MERCURY FOUNDATION | ||||||
| 24 N HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | FIT FOR LIFE SUPPORT | $18,800 |
| POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMITTEE | ||||||
| 855 ELLIS WOODS ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | POTTSTOWN REGION PARKS MINI GRANT PROGRAM | $80,000 |
| POTTSTOWN PUBLIC LIBRARY | ||||||
| 500 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SUPPORT FOR NONPROFIT ORGANIZATIONS | $2,500 |
| POTTSTOWN PARKS & REC FOUNDATION | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | POTTSTOWN VOLLEYBALL RUMBLE CAPACITY BUILDING AND POTTSTOWN FILM FESTIVAL | $12,500 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | HEALTHY SCHOOL COMMUNITIES INITIATIVE | $117,082 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PEAK HEALTH & WELLLNESS INITIATIVE | $98,000 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | SMART PE - BRAIN RESEARCH APPLICATION TO MOVEMENT AND LEARNING | $500 |
| PRESERVATION POTTSTOWN | ||||||
| 1304 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMUNITY GARDEN WATER SERVICE & MOSAIC COMMUNITY GARDENS | $33,500 |
| ROYERSFORD OUTREACH | ||||||
| 350 MAIN STREET | ROYERSFORD | PA | 19468 | PUBLIC CHARITY | CAPITAL FOR BUILDING PURCHASE & RENOVATIONS | $20,000 |
| SCHUYLKILL RIVER GREENWAY ASSOCIATION | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | BIKE POTTSTOWN & CIRCUIT RIDER PARKS COORDINATOR | $42,257 |
| SPRING-FORD AREA SCHOOL DISTRICT | ||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | WELLNESS MATTERS! | $80,000 |
| ST ALOYSIUS SCHOOL | ||||||
| 220 N HANOVER STREET | POTTSTOWN | PA | 19464 | CATHOLIC SCHOOL | KEEPING HEALTH IN MIND, BODY & SPIRIT | $18,000 |
| ST JOSEPH'S HILL LUTHERAN CHURCH DAY CARE CENTER | ||||||
| 244 KOCH ROAD | BOYERTOWN | PA | 19512 | CHURCH | PLAYGROUND PROJECT | $5,000 |
| THE BLAZER FOUNDATION | ||||||
| PO BOX 110 | DOUGLASSVILLE | PA | 19518 | PUBLIC CHARITY | THE GREENHOUSE TO TABLE BETTER NUTRITION PROGRAM | $5,000 |
| THE NON-PROFIT CENTER AT LA SALLE UNIVERSITY | ||||||
| 1900 WEST OLNEY AVENUE | PHILADELPHIA | PA | 19141 | UNIVERSITY | CAPACITY BUILDING FOR TRICOUNTY COMMUNITY NETWORK | $4,554 |
| THE TENNIS FARM | ||||||
| 19 WATERLOO AVENUE | BERWYN | PA | 19312 | PUBLIC CHARITY | PSD ELEMENTARY SCHOOL CHILDREN LEARN LIFETIME SPORT OF TENNIS | $15,000 |
| THE TRISKELES FOUNDATION | ||||||
| 707 EAGLEVIEW BLVD SUITE 105 | EXTON | PA | 19341 | PUBLIC CHARITY | FOOD FOR THOUGHT | $25,000 |
| THE WYNDCROFT SCHOOL | ||||||
| 1395 WILSON STREET | POTTSTOWN | PA | 19464 | SCHOOL | CREATE A CAMPUS & HEALTH FOR LIFE | $35,000 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMUNITY COLLABORATIVE & FUNDING GALA | $130,000 |
| UNITED WAY OF BOYERTOWN | ||||||
| PO BOX 213 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | MATCHING GRANT FOR ANNUAL CAMPAIGN | $15,000 |
| UNITED WAY OF GREATER PHILADELPHIA | ||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | PUBLIC CHARITY | MATCHING GRANT FOR ANNUAL CAMPAIGN | $50,000 |
| VISITING NURSE ASSOCIATION | ||||||
| 1963 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PERSONAL NAVIGATOR PROGRAM & ENROLLING MONTGOMERY COUNTY - FILLING THE GAP IN HEALTH EXCHANGE | $30,000 |
| WEST-MONT CHRISTIAN ACADEMY | ||||||
| 873 S HANOVER STREET | POTTSTOWN | PA | 19465 | SCHOOL | GROWING WELL TOGETHER | $22,500 |
| YWCA TRI-COUNTY AREA | ||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | HEALTHY PATHWAYS | $91,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,638,949 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | EXECUTIVE DIRECTOR POSITION & PART TIME ADMINISTRATIVE ASSISTANT | $60,000 |
| SCHUYLKILL RIVER GREENWAY ASSOCIATION | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | CIRCUIT RIDER PARKS COORDINATOR | $198,743 |
| POTTSTOWN PARKS & REC FOUNDATION | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | POTTSTOWN VOLLEYBALL RUMBLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $263,743 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,917,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,356,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,273,864 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,273,864 | 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 | AUDIT | CategoryTxt |
| Amt | $25,500 | Amt |
| Net Investment Income | $5,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $74,461,240 | EOYBookValueAmt |
| EOYFMV | $74,461,240 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,662,743 | BookValueAmt |
| EOYFMV | $9,662,743 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,421 | LegalFeesAmt |
| Net Investment Income | $3,421 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $745 | $149 | $596 |
| COMMUNICATION AND EDUCATIONAL PROGRAMS | $155,676 | $31,135 | $131,740 |
| OFFICE EXPENSE | $13,594 | $2,719 | $13,624 |
| DUES AND MEMBERSHIPS | $15,499 | $3,100 | $12,399 |
| INSURANCE | $32,272 | $6,454 | $27,374 |
| POSTAGE | $814 | $163 | $651 |
| WEBSITE LINK AND MAINTENANCE FEES | $5,898 | $1,180 | $4,718 |
| EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE | $28,581 | $5,716 | $23,688 |
| MISCELLANEOUS | $15 | $3 | $12 |
| PROGRAM EXPENSES | $84,911 | $0 | $84,691 |
| NONPROFIT EVENTS SUPPORT | $30,095 | $0 | $30,538 |
| ACCOUNTING CARRYOVER | $11,735 | $0 | $0 |
| PENSION PLAN - PMMC | $70,814 | $0 | $0 |
| COLLECTION FEES | $506 | $0 | $0 |
| SEMINAR EXPENSE | $80,599 | $0 | $81,599 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $4,892,993 |
| PENSION BENEFIT - NONOPERATING REVENUE | $1,397,950 |
| WRITE OFF OF HOSPITAL LIABILITIES - NONOPERATING INCOME | $21,278 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION EXPENSE | Desc |
| BOY Book Value | $18,496,857 | BOYBookValueAmt |
| EOY Book Value | $14,570,562 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND ADVISORY FEES | $89,773 | $89,773 | $0 |
| CONSULTING | $203,921 | $0 | $156,080 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $131,000 | $131,000 | $0 |
| PAYROLL TAXES | $43,217 | $13,465 | $28,396 |