POTTSTOWN REGIONAL COMMUNITY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- POTTSTOWN REGIONAL COMMUNITY FOUNDATION (EIN 23-2344729)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-12
- IRS object ID
- 201343169349100704
- Schema version
- 2012v2.1
- 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
- Schedule B
- 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) |
|---|---|---|
| Timestamp | 2013-11-12T09:00:23-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231144520 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232344729 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | POTT | NameControl |
| Phone | 6103232006 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW CAPPELLETTI JR | Name |
| Title | TREASURER | Title |
| Phone | 6103232006 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN MAUCH | Name |
| PTIN | P00764633 | PTIN |
| Phone | 2159798800 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 78446123 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 44192 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 2159928 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2159928 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2613537 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9019882 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2613537 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4817657 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4773465 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 196016 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 78406 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 117483 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 401678 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 126791 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 274514 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 145845 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 48843 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 101332 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2866 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2866 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 23000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4600 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 17800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 109127 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 90235 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 15194 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 113970 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 113970 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 9361 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 9361 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 77243 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 15449 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 61795 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 31949 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 6390 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 27253 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 20020 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 4004 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 19093 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 435365 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 35810 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 348192 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1566440 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 536725 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 982656 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2485427 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2583859 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4051867 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 536725 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3566515 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 765790 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4236740 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 68425 | CashBOY |
| Cash EOY | 95738 | CashEOY |
| Cash EOYFMV | 95738 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 306946 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 65270 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 65270 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 3358 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 8919 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 8919 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 63181387 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 67472997 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 67472997 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 10791939 | InvestmentsOtherBOY |
| Investments Other EOY | 10778364 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 10778364 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 263350 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 238515 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 18024 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 24835 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 24835 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 74370079 | TotalAssetsBOY |
| Total Assets EOY | 78446123 | TotalAssetsEOY |
| Total Assets EOYFMV | 78446123 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 986634 | AccountsPayableBOY |
| Accounts Payable EOY | 423010 | AccountsPayableEOY |
| Grants Payable BOY | 122500 | GrantsPayableBOY |
| Grants Payable EOY | 24068 | GrantsPayableEOY |
| Other Liabilities BOY | 25372156 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 18496857 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 26481290 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18943935 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 47888789 | UnrestrictedBOY |
| Unrestricted EOY | 59502188 | UnrestrictedEOY |
| Total Net Assets BOY | 47888789 | TotalNetAssetsBOY |
| Total Net Assets EOY | 59502188 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 74370079 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 78446123 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 47888789 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 765790 | ExcessOfRevenueOverExpenses |
| Other Increases | 10847609 | OtherIncreases |
| Subtotal | 59502188 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 59502188 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | TOO VOLUMINOUS TO LIST - DETAILS AVAILABLE AT TAXPAYER'S OFFICE | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 9019882 | GrossSalesPrice |
| Cost Or Other Basis | 6406345 | CostOrOtherBasis |
| Gain Or Loss | 2613537 | GainOrLoss |
| Gains Minus Excess Or Losses | 2613537 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2613537 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3596570 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 73782957 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048745 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3730946 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 75306900 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049543 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3953437 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 70609936 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055990 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4345702 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 69589804 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062447 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.216725 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054181 | AverageDistributionRatio |
| Net Noncharitable Assets | 76166946 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4126801 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 42367 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4169168 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3566515 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 84735 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 84735 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 84735 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 90000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 90000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 17 | PenaltyForUnderpayment |
| Overpayment | 5248 | Overpayment |
| Amount Credited To Next Year | 5248 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.POTTSTOWNFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | DAVID KRAYBILL EXECUTIVE DIRECTOR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6103232006 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (22 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID KRAYBILL | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | EXECUTIVE DIRECTOR | 40.00 | 196016 | 26815 | 0 |
| KENNETH E PICARDI | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| CHARLES F PALLADINO | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | VICE PRESIDENT | 5.00 | 0 | 0 | 0 |
| ART GREEN | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | SECRETARY | 5.00 | 0 | 0 | 0 |
| ROBERT W BOYCE | ||||||||
| 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 |
| JAMES R BUSH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| MATTHEW CAPPELLETTI | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| PHILIP COOK | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| ASHIA COOPER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| JONATHAN CORSON | ||||||||
| 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 |
| MYRA GEHRET FORREST ED D | ||||||||
| 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 |
| PHYLLIS L HARWOOD | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| LINDA D LIGNELLI | ||||||||
| 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 |
| ROBERT H MOSES | ||||||||
| 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 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (4 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| LAURIE BETTS | 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | 121186 | 19659 | 0 |
| LAURA DEFLAVIA | 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | CONTROLLER | 40.00 | 109864 | 11371 | 0 |
| ROSEMARIE CREWS | 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | OFFICE MANAGER | 40.00 | 64764 | 22599 | 0 |
| ANNA BRENDLE | 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | 76060 | 10625 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC HEALTH MANAGEMENT CORP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 SOUTH BROAD ST 18TH FL | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191025085 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | PROMOTION OF PUBLIC HEALTH | TypeOfService |
| Compensation | 100000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 77112808 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 194467 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 19574 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 77326849 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 77326849 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1159903 | CashDeemedCharitable |
| Net Noncharitable Assets | 76166946 | NetNoncharitableAssets |
| Minimum Investment Return | 3808347 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3808347 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 84735 | TaxBasedOnInvestmentIncome |
| Total Tax | 84735 | TotalTax |
| Distributable Amount Before Adj | 3723612 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3723612 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3723612 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3566515 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 3566515 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3566515 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3723612 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 864756 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 444523 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 16979 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 1326258 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3566515 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3566515 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 157097 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 157097 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1169161 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1169161 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 707659 | ExcessFromYear4 |
| Excess From Year3 | 444523 | ExcessFromYear3 |
| Excess From Year2 | 16979 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ASHLEY PULTORAK PROGRAM OFFICER | RecipientName |
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 Number | 6103232006 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | SUBMISSION DEADLINES VARY BASED ON EACH FALL AND SPRING GRANT ROUND. | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (64 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ACLAMO | ||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | CONEXIONES POR SALUD - COMMUNITY HEALTH PROJECTS | $40,000 |
| BOROUGH OF POTTSTOWN | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | MANATAWNY GATEWAY & THE GREENING OF SOUTH STREET | $50,000 |
| BOYERTOWN AREA COMMUNITY WELLNESS COUNCIL | ||||||
| PO BOX 87 | GILBERTSVILLE | PA | 19525 | PUBLIC CHARITY | STEPS TO A HEALTHIER COMMUNITY | $25,000 |
| BOYERTOWN AREA SCHOOL DISTRICT | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | BRAIN BODY CONNECTION | $65,500 |
| BOYERTOWN AREA YMCA | ||||||
| 301 W SPRING STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | SPORTS & WELLNESS TRAINING CENTER | $12,000 |
| BOYERTOWN ROTARY FOUNDATION | ||||||
| PO BOX 176 | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | WELLNESS TRAIL & EXCERSISE EQUIPMENT & FENSTERMACHER FITNESS CAMPUS - PHASE II | $70,000 |
| BROOKESIDE MONTESSORI | ||||||
| 1075 ROUTE 100 | BECHTELSVILLE | PA | 19505 | SCHOOL | GROWING UP FIT | $9,600 |
| 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 | EDUCATION FUN & FITNESS | $15,000 |
| CHESTER COUNTY 4H | ||||||
| 601 WESTTOWN ROAD | WEST CHESTER | PA | 19380 | GOVERNMENT ENTITY | AFTER SCHOOL & SUMMER PROGRAMS | $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 | SUSTAINABILITY & PEDIATRIC AND ADOLESCENCE FIT & HEALTHY CARE PROGRAM | $466,700 |
| COVENTRY CHRISTIAN SCHOOL | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | SCHOOL | PROJECT PURPOSE | $42,568 |
| COVENTRY LITTLE LEAGUE | ||||||
| 228 STAUFFER ROAD | POTTSTOWN | PA | 19465 | PUBLIC CHARITY | CONCESSIONS REMEDIATION | $10,000 |
| CREATIVE HEALTH SERVICES | ||||||
| 11 ROBINSON STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | HEALTHY WEIGHT, HEALTHY FAMILIES | $262,500 |
| DANIEL BOONE AREA SCHOOL DISTRICT | ||||||
| 321 FURNACE ST SUITE 200 | BIRDSBORO | PA | 19508 | GOVERNMENT ENTITY | HEALTHY FOR A LIFETIME PROGRAM | $66,501 |
| DELAWARE VALLEY GRANTMAKERS | ||||||
| 230 BROAD STREET SUITE 4C | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | FOOD FUNDERS CONVERGENCE FUND | $5,000 |
| 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 | $8,500 |
| FAMILY SERVICES OF MONTGOMERY COUNTY | ||||||
| 3125 RIDGE PIKE | EAGLEVILLE | PA | 19403 | PUBLIC CHARITY | PROJECT HEARTH & EAT SMART, PLAY MORE | $20,000 |
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | EXECUTIVE DIRECTOR POSITION | $50,000 |
| FRIENDSHIP HOUSE | ||||||
| 1615 EAST ELM STREET | SCRANTON | PA | 18505 | PUBLIC CHARITY | THE PARENT-CHILD HOME PROGRAM | $10,000 |
| GREATER POTTSTOWN TENNIS ASSOCIATION | ||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | TENNIS & LEARNING AFTER SCHOOL PROGRAM | $20,000 |
| GREEN VALLEYS ASSOCIATION | ||||||
| 1368 PRIZER ROAD | POTTSTOWN | PA | 19465 | PUBLIC CHARITY | OUTDOOR AND ENVIRONMENTAL EDUCATION PROGRAMS | $2,500 |
| KENCREST CENTERS | ||||||
| 21 ROBINSON ROAD | POTTSTOWN | PA | 19464 | SCHOOL | RESOURCES AND EDUCATION FOR ACHIEVING COMPLETE HEALTH | $4,750 |
| MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY | ||||||
| 30 W BARNARD ST STE 1 | WEST CHESTER | PA | 19382 | PUBLIC CHARITY | HEALTHY START PROGRAM & HEALTH INSURANCE ENROLLMENT INITIATIVE | $23,000 |
| MATERNITY CARE COALITION | ||||||
| 200 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | POTTSTOWN EARLY HEAD START | $20,000 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE | ||||||
| 101 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | COLLEGE | DENTAL SEALANT DAY | $3,221 |
| MONTGOMERY COUNTY PLANNING COMMISSION | ||||||
| PO BOX 311 | NORRISTOWN | PA | 19404 | GOVERNMENT ENTITY | MONTGOMERY COUNTY 2015 COMPREHENSIVE PLAN UPDATE | $10,000 |
| OLIVET BOYS & GIRLS CLUB | ||||||
| 1161 PERSHING BLVD | READING | PA | 19611 | PUBLIC CHARITY | A BODY, MIND & SOUL APPROACH TO COMMUNITY HEALTH & WELLNESS | $68,000 |
| OWEN J ROBERTS SCHOOL DISTRICT | ||||||
| 901 RIDGE ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | FIT FOR LIFE PROGRAM | $78,000 |
| PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND | ||||||
| 17 OLD MAIN | UNIVERSITY PARK | PA | 16802 | PUBLIC CHARITY | DINING WITH DIABETES | $25,596 |
| PERKIOMEN VALLEY SCHOOL DISTRICT | ||||||
| 509 GRAVEL PIKE ROAD | COLLEGEVILLE | PA | 19464 | GOVERNMENT ENTITY | CONSTRUCTION OF CLIMBING WALL | $10,000 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN ROAD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | BUILDING A HEALTHY SCHOOL COMMUNITY | $52,000 |
| POTTSTOWN AREA POLICE ATHLETIC LEAGUE | ||||||
| PO BOX 176 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PAL OPERATING PROGRAM | $45,000 |
| POTTSTOWN AREA SENIORS' CENTER | ||||||
| 724 N ADAMS ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | ENHANCING PRIME TIME HEALTH FOR SENIORS | $27,940 |
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||
| 137 WALNUT ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | STRATEGIC PLANNING TO STRENGTHEN THE ORGANIZATION | $38,000 |
| POTTSTOWN KARATE CLUB | ||||||
| 21 N HANOVER ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | CROSSFIT POTTSTOWN & CROSSFIT RECOVERY | $10,000 |
| POTTSTOWN PARKS & RECREATION | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | RUMBLE YOUTH VOLLEYBALL CLINICS | $5,000 |
| POTTSTOWN PUBLIC LIBRARY | ||||||
| 500 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SUPPORT FOR NON-PROFIT ORGANIZATIONS | $11,655 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | HEART RATE MONITORS & HEALTHY SCHOOL COMMUNITIES INITIATIVE | $148,751 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PEAK HEALTH & WELLNESS INITIATIVE | $90,000 |
| PRESERVATION POTTSTOWN | ||||||
| 1304 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMUNITY GARDENS | $30,000 |
| ROYERSFORD BOROUGH | ||||||
| 300 MAIN STREET | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | THIRD AVENUE BASKETBALL COURT RENOVATION | $5,000 |
| SCHUYKILL RIVER GREENWAY ASSOCIATION | ||||||
| 140 COLLEGE DR | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | BIKE POTTSTOWN | $25,000 |
| SPRING-FORD AREA SCHOOL DISTRICT | ||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | WELLNESS MATTERS! | $100,000 |
| ST ALOYSIUS SCHOOL | ||||||
| 220 N HANOVER STREET | POTTSTOWN | PA | 19464 | CATHOLIC SCHOOL | STEPS TO A HEALTHIER YOU - FITNESS AND NUTRITION | $20,000 |
| THE NON-PROFIT CENTER AT LASALLE UNVIERSITY | ||||||
| 1900 WEST OLNEY AVE | PHILADELPHIA | PA | 19141 | UNIVERSITY | CAPACITY BUILDING FOR TRICOUNTY COMMUNITY NETWORK | $9,108 |
| 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/GREEN INTERN PROGRAM | $25,000 |
| THE WYNDCROFT SCHOOL | ||||||
| 1395 WILSON STREET | POTTSTOWN | PA | 19464 | SCHOOL | HEALTH FOR LIFE | $10,000 |
| TOWNSHIP OF UPPER POTTSGROVE | ||||||
| 1409 FARMINGTON AVENUE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | ENHANCEMENT OF THE SPROGELS RUN PEDESTRIAN TRAIL | $28,750 |
| TRICOUNTY COUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMUNITY COLLABORATIVE | $100,000 |
| 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 WITH EXPANDED LEGAL SUPPORT SERVICES | $25,000 |
| WASHINGTON TOWNSHIP | ||||||
| 120 BARTO ROAD | BARTO | PA | 19504 | GOVERNMENT ENTITY | BARTO PARK FIELD AND PLAYGROUND PROJECT | $10,000 |
| WEST-MONT CHRISTIAN ACADEMY | ||||||
| 873 SOUTH HANOVER ST | POTTSTOWN | PA | 19465 | SCHOOL | HEALTHY SNACK/LUNCH PROGRAM EXTENSION & GROWING WELL TOGETHER | $17,500 |
| WINGS OF VICTORY OUTREACH | ||||||
| PO BOX 242 465 N EVANS ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | EMPOWERED FOR SUCCESS | $6,000 |
| YWCA TRI-COUNTY AREA | ||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | HEALTHY PATHWAYS & ORGANIZATIONAL ASSESSMENT | $97,100 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE | ||||||
| 101 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | COLLEGE | DENTAL SEALANT DAY - RETURNED GRANT DOLLARS | -$1,072 |
| MONTGOMERY COUNTY COMMUNITY COLLEGE | ||||||
| 101 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | COLLEGE | SERVICE LEARNING - RETURNED GRANT DOLLARS | -$1,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2583859 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 OLD MAIN | AddressLine1 |
| City | UNIVERSITY PARK | City |
| State | PA | State |
| ZIP Code | 16802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | DINING WITH DIABETES | PurposeOfGrantOrContribution |
| Amount | $24,068 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 24068 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,159,928 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,613,537 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,773,465 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4773465 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | OTHER REVENUE USED TO HELP FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ESTATE OF PHILIP WILLIAMS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THOMAS D LEIDY ESQ 42 E THIRD S | AddressLine1 |
| City | BOYERTOWN | City |
| State | PA | State |
| ZIP Code | 19512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 44192 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT | Category |
| Amount | $23,000 | Amount |
| Net Investment Income | 4600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 17800 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 67472997 | EOYBookValue |
| EOYFMV | 67472997 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 10778364 | BookValue |
| EOYFMV | 10778364 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $2,866 | Amount |
| Net Investment Income | 2866 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (15 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 761 | 139 | 605 |
| COMMUNICATION AND EDUCATIONAL PROGRAMS | 90469 | 18094 | 99742 |
| OFFICE EXPENSE | 11451 | 2290 | 8208 |
| DUES AND MEMBERSHIPS | 13803 | 2761 | 11042 |
| INSURANCE | 30572 | 6114 | 23042 |
| POSTAGE | 1549 | 310 | 1239 |
| WEBSITE LINK AND MAINTENANCE FEES | 5901 | 0 | 4721 |
| EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE | 30168 | 6034 | 24642 |
| MISCELLANEOUS | 339 | 68 | 647 |
| PROGRAM EXPENSES | 126709 | 0 | 132338 |
| NONPROFIT EVENTS SUPPORT | 18929 | 0 | 19327 |
| ACCOUNTING CARRYOVER | 11350 | 0 | 0 |
| PENSION PLAN - PMMC | 69488 | 0 | 0 |
| COLLECTION FEES | 1237 | 0 | 0 |
| SEMINAR EXPENSE | 22639 | 0 | 22639 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $4,612,858 |
| PENSION BENEFIT - NONOPERATING REVENUE | $5,007,123 |
| WRITE OFF OF HOSPITAL LIABILITIES - NONOPERATING INCOME | $1,227,628 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| ACCRUED SELF INSURANCE CLAIMS | 208557 | 0 |
| B/C SETTLEMENT LIABILITY | 500000 | 0 |
| ACCRUED PENSION EXPENSE | 24663599 | 18496857 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND ADVISORY FEES | $90,235 | 90235 | 0 |
| CONSULTING | $18,892 | 0 | 15194 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $113,970 | Amount |
| Net Investment Income | 113970 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |