POTTSTOWN REGIONAL COMMUNITY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POTTSTOWN REGIONAL COMMUNITY FOUNDATION (EIN 23-2344729)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-04
- IRS object ID
- 202600639349100405
- Schema version
- 2024v5.5
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-04T08:50:19-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH 16TH STREET SUITE 2900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 REGIONAL COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA POTTSTOWN AREA HEALTH AND WELLNESS | BusinessNameLine2Txt |
| 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 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW HOWALD | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Phone | 6103232006 | PhoneNum |
| Signature | 2026-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRISON PEREIRA | PreparerPersonNm |
| PTIN | P00746867 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2026-03-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,384,388 | 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 | $229,492 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,150,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,150,258 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,344,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,887,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,344,591 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,396 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,732,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,494,849 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $295,775 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $77,624 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $177,465 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $871,022 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $228,592 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $669,048 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $275,261 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $63,858 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $213,035 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,830 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,830 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,214 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,643 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $295,875 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $159,004 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $156,733 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,748 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,645 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,645 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $122,900 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $24,580 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $98,320 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,415 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,283 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,132 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11,263 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,253 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,010 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $589,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $498,449 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,546,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $634,496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,851,192 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,770,238 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,991,590 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,316,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $634,496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,842,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $416,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,860,353 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $699,773 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $328,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $328,196 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl BOY | $79,244 | PledgesRcvblBOYAmt |
| Prepaid Expenses BOY | $14,126 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $37,115 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $37,115 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $69,803,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,851,216 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,851,216 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,228,492 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,741,778 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,741,778 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $447,911 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $406,345 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22,501 | LandBOYAmt |
| Land EOY | $41,566 | LandEOYAmt |
| Land EOYFMV | $41,566 | LandEOYFMVAmt |
| Other Assets BOY | $435,944 | OtherAssetsBOYAmt |
| Other Assets EOY | $384,517 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $384,517 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,283,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,384,388 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,384,388 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $258,070 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $178,388 | AccountsPayableEOYAmt |
| Grants Payable BOY | $221,352 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $8,508,509 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,735,269 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,987,931 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,913,657 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $65,010,573 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $73,368,914 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $285,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $101,817 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,295,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,470,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,283,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,384,388 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,295,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $416,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,758,903 | OtherIncreasesAmt |
| Subtotal | $73,470,731 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,470,731 | 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 | $8,887,547 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,542,956 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,344,591 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,344,591 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,344,591 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $67,559 | 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 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID KRAYBILL | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | PRESIDENT | 40.00 | $295,775 | $58,071 | $0 |
| ADAM CONISH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| LORI REINHART MUSSON | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JEFFREY SPARAGANA | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| ARTHUR GREEN | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| FRANCES HEFFNER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| MATTHEW HOWALD | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| CARL LANDIS | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| NANCY MILLER | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| JOHN BUCKLEY | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JOSE FERNANDEZ | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| WILLIAM TADDONIO | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| AMY L SCHONDRA | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| FRANK STRUNK | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| JAMIE PARRIS ED D | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| LORI LORANT-TOBIAS DO | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| D SCOTT DETAR | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| LINDA FLEDERBACH | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
| RYAN WALL | ||||||||
| 152 EAST HIGH STREET SUITE 500 | POTTSTOWN | PA | 19464 | MEMBER | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD BROWN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $168,313 | $31,860 | $0 |
| CRAIG COLISTRA | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PROGRAM OFFICER | 40.00 | $122,956 | $32,602 | $0 |
| ROSEMARIE WALTERS | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | OFFICE MANAGER | 40.00 | $122,404 | $9,159 | $0 |
| TEMITOPE AJIBOYE POMANTE MINA POMAN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | CONTROLLER | 40.00 | $113,783 | $13,951 | $0 |
| SHERI WALDMAN | ||||||||
| 152 E HIGH ST STE 500 | POTTSTOWN | PA | 19464 | PHILANTHROPY COORDIN | 40.00 | $81,908 | $5,062 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 860 LANCASTER LP | |||||
| 860 W LANCASTER AVE | BRYN MAWR | PA | 19010 | RENT | $110,665 |
| MM&C CONSULTING | |||||
| 929 S HIGH ST | WEST CHESTER | PA | 19382 | BEHAVIORAL MARKETING | $84,000 |
| THE ANDERSON GROUP | |||||
| 879 FRTIZTOWN ROAD | SINKING SPRING | PA | 19608 | BEHAVIORAL MARKETING | $71,797 |
| 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 | $74,960,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,033 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,297,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,297,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,129,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,167,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,708,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,708,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,559 | TotalTaxAmt |
| Distributable Before Adj | $3,640,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,640,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,640,839 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,842,782 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,842,782 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,640,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,960 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $925,903 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $407,692 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,425,536 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $900,842 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,717,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,842,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,640,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,201,943 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,919,876 | 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 | $57,960 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,861,916 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $925,903 | ExcessFromYear4Amt |
| Excess From Year3 | $407,692 | ExcessFromYear3Amt |
| Excess From Year2 | $1,425,536 | ExcessFromYear2Amt |
| Excess From Year1 | $900,842 | ExcessFromYear1Amt |
| Excess From Current Year | $1,201,943 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOWARD BROWN CRAIG COLISTRA PROGRAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 EAST HIGH STREET SUITE 500 | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19464 | ZIPCd |
| 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 (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLAMO | ||||||
| 512 W MARSHALL STREET | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | POTTSTOWN COMMUNITY HEALTH CONNECTIONS PROGRAM | $80,000 |
| BE REZILIENT INC | ||||||
| 249 E HIGH ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | REACH WELLNESS ($30000), VIBE CREATIVE: 249 E. HIGH STREET PROGRAMING SPACE ($36000), JUSTYOUTHATHLETICS ($2500), BE REZILIENT GIFT FROM DAVE AND GRACE KRAYBILL ($500) | $69,000 |
| BIG BROTHERS BIG SISTERS INDEPENDENCE | ||||||
| 123 S BROAD STREET 1050 | PHILADELPHIA | PA | 19109 | PUBLIC CHARITY | BEYOND SCHOOL WALLS TRAAC | $15,000 |
| BIRDSBORO COMMUNITY MEMORIAL CENTER | ||||||
| 201 E MAIN STREET | BIRDSBORO | PA | 19508 | PUBLIC CHARITY | PASSENGER VAN FOR CAMP ADVENTURE | $10,000 |
| BOROUGH OF POTTSTOWN | ||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | BROOKSIDE PARK REDEVELOPMENT PROJECT ($30000), 2025 PS - FOOD/EQUIPMENT ($2200) | $32,200 |
| BOYERTOWN AREA MULTI-SERVICE INC | ||||||
| 200 WEST SPRING STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | YOUTH PROGRAMS AND SERVICES | $65,000 |
| BOYERTOWN AREA SCHOOL DISTRICT | ||||||
| 911 MONTGOMERY AVENUE | BOYERTOWN | PA | 19512 | GOVERNMENT ENTITY | WHOLE CHILD WELLNESS | $80,000 |
| BOYERTOWN COMMUNITY LIBRARY | ||||||
| 24 N READING AVE | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | INFRASTRUCTURE UPDATES: BATHROOMS | $6,000 |
| CAMPHILL VILLAGE KIMBERTON HILLS | ||||||
| PO BOX 1045 | KIMBERTON | PA | 19442 | PUBLIC CHARITY | BOARD REITREMENT HONORARIUM ON BEHALF OF SONIA FRECON | $4,000 |
| CHESTER COUNTY FOOD BANK | ||||||
| 650 PENNSYLVANIA DRIVE | EXTON | PA | 19341 | PUBLIC CHARITY | FRESH2YOU MOBILE MARKET | $25,000 |
| CHILDREN FIRST PA | ||||||
| 990 SPRING GARDEN STREET SUITE 600 | PHILADELPHIA | PA | 19123 | PUBLIC CHARITY | CHILDREN FIRST STUDENT ADVOCACY | $8,000 |
| COLEBROOKDALE RAILROAD PRESERVATION TRUST | ||||||
| 100 S CHESTNUT STREET | BOYERTOWN | PA | 19512 | PUBLIC CHARITY | 003268- SECRET VALLEY EXPLORERS ALL-ACCESS RAILBIKE INITIATIVE: PEDALING INTO A BETTER FUTURE TOGETHER | $10,000 |
| COMMUNITY FIRST DEVELOPMENT CORP | ||||||
| 201 N HANOVER ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN YOUTH EMPLOYMENT INITIATIVE | $5,000 |
| COVENTRY CHRISTIAN SCHOOL | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | PRIVATE SCHOOL | 2025 WC AWARD | $290 |
| CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 1485 VALLEY FORGE ROAD | WAYNE | PA | 19087 | GOVERNMENT ENTITY | SUBSIDIZED SCOUTING PROGRAMS IN POTTSTOWN SCHOOL DISTRICT | $6,000 |
| CREATIVE HEALTH SERVICES | ||||||
| 11 ROBINSON STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MAINTENANCE OF GLOBALLY ACCESSIBLE CRITICAL BEHAVIORAL HEALTH AND COMMUNITY SUPPORTING SERVICES ($192500), SMITH FUND DISTRIBUTION ($3000) | $195,500 |
| EAST COVENTRY TOWNSHIP PARKS AND RECREATION | ||||||
| 855 ELLIS WOODS ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | 003091- TOWPATH PARK BOAT RAMP ENGINEERING PROJECT | $30,000 |
| EPISCOPAL LEGAL AID OF THE DIOCESE OF PENNSYLVANIA INC | ||||||
| PO BOX 434 | HAVERFORD | PA | 19041 | PUBLIC CHARITY | SUPPORT OF POTTSTOWN LEGAL AID CLINIC | $5,000 |
| EXPRESSIVE THERAPY CONCEPTS INC | ||||||
| 125 PROSPECT STREET | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | COMMUNITY BADMINTON & PICKLEBALL: KIDS AND ADULT FITNESS PROGRAM | $17,375 |
| FAMILY SERVICES OF MONTGOMERY COUNTY | ||||||
| 3125 RIDGE PIKE | EAGLEVILLE | PA | 19403 | PUBLIC CHARITY | PROJECT HEARTH ($25000), TRIPLE P- POSITIVE PARENTING PROGRAM ($24000) | $49,000 |
| FOUNDATION FOR POTTSTOWN EDUCATION | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BUILDING ON OUR EDUCATIONAL FOUNDATION THROUGH RELATED ARTS PROGRAMMING. | $20,000 |
| GREATER POTTSTOWN TENNIS AND LEARNING ASSOCIATION | ||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GAME, SET, ADVANTAGE GRANT | $37,375 |
| HEALTH CARE ACCESS | ||||||
| 723 WHEATLAND STREET | PHOENIXVILLE | PA | 19460 | PRIVATE FOUNDATION | BOARD RETIREMENT HONORARIUM ON BEHALF OF SONIA FRCON ($1000), HEALTH PROGRAMS ($10000) | $11,000 |
| HEARTS OF HUMANITY COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 127 WALNUT STREET SUITE 2 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GARDEN GOODNESS COMMUNITY ENGAGEMENT WORKSHOPS ($5000), WINTER PLANTER PROJECT ($8000). | $13,000 |
| HEDWIG HOUSE | ||||||
| 109 JENKINS AVENUE | LANSDALE | PA | 19446 | PUBLIC CHARITY | FOOD INSECURITY AND SOCIAL ISOLATION PREVENTION PROGRAM | $2,500 |
| LOWER POTTSGROVE TOWNSHIP | ||||||
| 2199 BUCHERT ROAD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PLEASANT VIEW PARK REVISED MASTER PLAN PROJECT | $17,420 |
| MAKING A DIFFERENCE ECONOMICALLY | ||||||
| 724 N ADAMS STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | CAPACITY BUILDING | $30,000 |
| MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY | ||||||
| 30 W BARNARD ST STE 1 | WEST CHESTER | PA | 19382 | PUBLIC CHARITY | THE FAMILY CENTER PROGRAM | $18,000 |
| MATERNITY CARE COALITION | ||||||
| 200 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PUBLIC CHARITY | EARLY HEAD START PROGRAM IN POTTSTOWN | $50,000 |
| MENTAL HEALTH PARTNERSHIPS | ||||||
| 833 CHESTNUT ST SUITE 1100 | PHILADELPHIA | PA | 19107 | PUBLIC CHARITY | RESCINDED GRANT | $12,500 |
| MISSION KIDS CHILD ADVOCACY CENTER | ||||||
| 180 W GERMANTOWN PIKE 1 | EAST NORRITON | PA | 19401 | GOVERNMENT ENTITY | CORE DIRECT SERVICES FOR CHILD ADVOCACY IN POTTSTOWN ($25000), 003130- NEW, IMPROVED EQUIPMENT TO ENHANCE THE QUALITY OF FORENSIC INTERVIEWING ($34599) | $59,599 |
| MITZVAH CIRCLE FOUNDATION | ||||||
| 2562 BOULEVARD OF THE GENERALS 100 | NORRISTOWN | PA | 19403 | PUBLIC CHARITY | CRITICAL NEEDS FOR HEALTHY FAMILIES, DIAPER BANK, AND PERIOD SUPPLY ($30000), BOARD RETIREMENT HONORARIUM ON BEHALF OF ADAM CONISH ($2500) | $32,500 |
| MONTCO ANTI-HUNGER NETWORK | ||||||
| PO BOX 1086 | LANSDALE | PA | 19446 | PUBLIC CHARITY | POTTSTOWN EQUITABLE FOOD ACCESS PROJECT | $30,000 |
| NEW HANOVER EVANGELICAL LUTHERAN CHURCH | ||||||
| 2941 LUTHERAN RD | GILBERTSVILLE | PA | 19525 | CHURCH | NHELC FOOD MINISTRY SUSTAINABILITY | $17,375 |
| NORCHESTER RED KNIGHTS PARENTS ORGANIZATION | ||||||
| 88 GLOCKER WAY BOX 273 | POTTSTOWN | PA | 19465 | PUBLIC CHARITY | 003114- DEK HOCKEY PROGRAM ($11000), NORCHESTER RED KNIGHTS FOOTBALL & CHEERLEADING ($10000) | $21,000 |
| NORTH COVENTRY TOWNSHIP | ||||||
| 845 S HANOVER ST | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | KENILWORTH PARK PLAYGROUND AND ACCESS PROJECT | $32,000 |
| ORION COMMUNITIES INC | ||||||
| 237 BRIDGE ST 1ST FLOOR | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | BRIDGE CASE MANAGEMENTN AND FINANCIAL ASSISTANCE PROGRAM | $45,000 |
| OWEN J ROBERTS SCHOOL DISTRICT | ||||||
| 901 RIDGE ROAD | POTTSTOWN | PA | 19465 | GOVERNMENT ENTITY | FIT FOR LIFE STRATEGIC WELLNESS INITIATIVE | $45,000 |
| POTTSGROVE HIGH SCHOOL | ||||||
| 1345 KAUFFMAN RD | POTTSTOWN | PA | 19464 | SCHOOL | 2025 WC AWARD | $290 |
| POTTSGROVE SCHOOL DISTRICT | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | POTTSGROVE HEALTH AND WELLNESS PROGRAM ($40000), WC AWARDS ($2200), 2025 SMART GOALS ($410), | $42,630 |
| POTTSTOWN AREA POLICE ATHLETIC LEAGUE | ||||||
| PO BOX 176 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PICK UP STICKS - HOCKEY GEAR | $500 |
| POTTSTOWN AREA REGIONAL RECREATION COMMITTEE | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | RESCINDED GRANT | -$64,848 |
| POTTSTOWN ATHLETIC CLUB | ||||||
| 263 KING STREET | POTTSTOWN | PA | 19464 | AAU ORGANIZATION | POTTSTOWN ATHLETIC CLUB COMUNITY SUPPORT CENTER 2025 AND BEYOND | $68,000 |
| POTTSTOWN CHILDREN'S DISCOVERY CENTER | ||||||
| 95 S HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMON GROUND | $25,000 |
| POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES | ||||||
| 137 WALNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PCRC FOOD SERVICES | $68,000 |
| POTTSTOWN FARM | ||||||
| 17 N HANOVER STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | POTTSTOWN FARM PROGRAMS - SNAP INCENTIVES, TWO BITE CLUB & PARTNERSHIP WITH OPERATION143 | $24,000 |
| POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMISSION | ||||||
| PO BOX 311 | NORRISTOWN | PA | 19404 | GOVERNMENT ENTITY | REIMBURSEMENT OF UNSPENT FUNDS FROM THE REGIONAL PARTNERSHIP FOR PARK IMPROVEMENTS MINI-GRANT PROGRAM | -$11,783 |
| POTTSTOWN REGIONAL PUBLIC LIBRARY | ||||||
| 550 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BOARD RETIREMENT HONORARIUM ON BEHALF OF ADAM CONISH ($2500), OFF-CYCLE EMERGENCY GRANT (FY25) ($10000) | $12,500 |
| POTTSTOWN SCHOOL DISTRICT | ||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | PEAK WHOLE CHILD WELLNESS RESCINDED GRANT ($50000), HEALTHY SCHOOLS AND COMMUNITIES ($60000), OFF-CYCLE GRANT ($85000), 2025 WC AWARDS ($870) | $195,870 |
| PRESERVATION POTTSTOWN | ||||||
| 1304 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | COMMUNITY GARDEN - BUILDING YEAR ROUND FOOD EQUITY IN POTTSTOWN | $30,000 |
| PROJECT PURPOSE | ||||||
| 699 NORTH PLEASANTVIEW ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MENTORING WITH A PURPOSE: AFTER SCHOOL HOMEWORK HELP | $75,000 |
| RUPERT ELEMENTARY SCHOOL | ||||||
| 1230 SOUTH STREET | POTTSTOWN | PA | 19464 | SCHOOL | 2025 WC AWARD | $340 |
| THE SALVATION ARMY OF POTTSTOWN | ||||||
| 137 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | BOARD RETIREMENT HONORARIUM ON BEHALF OF LORI MUSSON ($5000), POTTSTOWN WORKS ($15000) | $20,000 |
| SAVE OUR LANDS SAVE OUR TOWNS ENTERPRISES INC | ||||||
| 222 CHESTNUT STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | GROWING AND CONSERVING POTTSTOWN'S STREET TREES | $10,000 |
| SCHUYLKILL RIVER GREENWAY ASSOCIATION | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | POTTSTOWN OUTDOOR RECREATION HUB | $60,000 |
| STEEL RIVER PLAYHOUSE INC | ||||||
| 245 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | STEEL RIVER PLAYHOUSE OFF-CYCLE EMERGENCY GRANT (FY25) | $8,000 |
| STRIVE INITIATIVE INC | ||||||
| PO BOX 1511 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | MIDDLE SCHOOL TO MASTERY: CREATING AND SUSTAINING STUDENT SUCCESS PIPELINES II | $48,000 |
| TOWNSHIP OF UPPER POTTSGROVE | ||||||
| 1409 FARMINGTON AVENUE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | COMMUNITY TRAIL CONNECTIONS STUDY | $15,000 |
| TRELLIS FOR TOMORROW | ||||||
| 35 HALL STREET SUITE 302 | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | BUILDING STRONGER COMMUNITIES THROUGH YOUTH DEVELOPMENT AND CAREER READINESS | $60,000 |
| TRICOUNTY ACTIVE ADULT CENTER | ||||||
| 288 MOSER ROAD | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PRIME TIME HEALTH FOR OLDER ADULTS | $60,000 |
| TRICOUNTY AREA CHAMBER OF COMMERCE | ||||||
| 152 E HIGH STREET SUITE 360 | POTTSTOWN | PA | 19464 | CHAMBER OF COMMERCE | 18 MEMBERSHIP SCHOLARSHIPS | $3,600 |
| TRICOUNTY COMMUNITY NETWORK | ||||||
| 260 HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | INCLUSIVE CLAY: ARTS ACCESS AND SKILL BUILDING FOR INTELLECTUALLY DISABLED ADULTS ($5000), SWEATCHASERS: BUILDING BRIDGES ($12500), RESILIENT STUDENTS NETWORK ($20000), PCA: HEALTH EQUITY AND RESIDENT ENGAGEMENT ($25000), COMMUNITY CAMP & LAUNCHING LEADERS ($50000), THE REACH FOUNDATION- SPECIAL EDUCATION ADVOCACY FOR MARGINALIZED STUDENTS ($32375), DATA ADMIN PROJECT ($15000), (33) MEMBERSHIP SCHOLARSHIPS ($6600), GOFOURTH - 003312- DONOR DESIGNATION GIFT - DAVE & GRACE KRAYBILL TO SUPPORT GOFOURTH ($500), 33 TCN SCHOLARSHIPS ($6600) | $173,575 |
| VARIETY- THE CHILDREN'S CHARITY OF THE DELAWARE VALLEY | ||||||
| 2950 POTSHOP RD | WORCESTER | PA | 19490 | PUBLIC CHARITY | VARIETYWORKS: VOCATIONAL TRAINING AND WORKFORCE DEVELOPMENT FOR INDIVIDUALS WITH DISABILITIE | $15,000 |
| VISION TO LEARN | ||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | INCREASED ACCESS TO VISION CARE FOR POTTSTOWN STUDENTS | $10,000 |
| VISITING NURSE ASSOCIATION- COMMUNITY SERVICES INC | ||||||
| 1963 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PERSONAL NAVIGATOR PROGRAM - IMPROVED HEALTH OUTCOMES THROUGH BENEFIT ACCESS | $35,000 |
| WASHINGTON TOWNSHIP | ||||||
| 120 BARTO ROAD | BARTO | PA | 19504 | GOVERNMENT ENTITY | BARTO COMMUNITY PARK TRAIL CONNECTION | $4,234 |
| WEST POTTSROVE TOWNSHIP | ||||||
| 980 GROSSTOWN RD | STOWE | PA | 19464 | GOVERNMENT ENTITY | 2025 WC AWARD - WEST POTTSGROVE ELEM | $540 |
| YWCA TRI-COUNTY AREA | ||||||
| 315 KING STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | YWCA TRI-COUNTY AREA FOOD PANTRY ($10,000), YOUTH EMPOWERMENT PROGRAMS ($90000) | $100,000 |
| BARTH ELEMENTARY SCHOOL | ||||||
| 467 W WALNUT STREET | POTTSTOWN | PA | 19464 | SCHOOL | BARTH ELEMENTARY 3RD/4TH GRADE PLAYGROUND | $15,000 |
| BROOKSIDE MONTESSORI | ||||||
| 1075 ROUTE 100 | BECHTELSVILLE | PA | 19505 | SCHOOL | B-WELL - ELEMENTARY ($8500), B WELL ($4000), 2025 WC AWARD ($290) | $12,790 |
| DANIEL BOONE AREA SCHOOL DISTRICT | ||||||
| 321 N FURNACE ST SUITE 200 | BIRDSBORO | PA | 19508 | GOVERNMENT ENTITY | DANIEL BOONE AREA SCHOOL DISTRICT WELLNESS PROGRAMS ($107000), WC AWARDS ($1170), 2025 SMART GOALS ($630) | $108,800 |
| DOUGLASS TOWNSHIP | ||||||
| 1320 EAST PHILADELPHIA AVENUE | GILBERTSVILLE | PA | 19525 | GOVERNMENT ENTITY | DOUGLASS PARK TENNIS COURT RENOVATION AND PICKLEBALL COURT CONVERSION | $20,000 |
| GREATER PHILADELPHIA YOUNG MEN'S CHRISTIAN ASSOCIATION | ||||||
| 400 FAYETTE ST SUITE 250 | CONSHOHOCKEN | PA | 19428 | PUBLIC CHARITY | POTTSTOWN ACHIEVERS: COLLEGE AND CAREER READINESS THROUGH YOUTH-DRIVEN SOCIAL-EMOTIONAL LEARNING ($25000), INFANT AND TODDLER EARLY CHILDHOOD EDUCATION PROGRAMMING AT THE GREATER PHILADELPHIA YMCA ($20000) | $45,000 |
| HOBART'S RUN NEIGHBORHOOD DISTRICT | ||||||
| 860 BEECH STREET | POTTSTOWN | PA | 19464 | PRIVATE SCHOOL | POTTSTOWN AREA SOCIAL INNOVATION LAB ($25000), SP'24 OFF-CYCLE-CIVIC ENGAGEMENT ($52000). | $77,000 |
| POTTSTOWN AREA REGIONAL RECREATION COMMITTEE | ||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | TRAIL CONNECTIONS PLAN ($30000), BARTO COMMUNITY PARK MASTER PLAN PROJECT ($20000) | $50,000 |
| POTTSTOWN RED CLOUD KUNG FU CLUB | ||||||
| 307 E HIGH STREET | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | SUPPORT FOR POTTSTOWN RED CLOUD KUNG FU CLUB | $19,000 |
| SPRING-FORD AREA SCHOOL DISTRICT | ||||||
| 857 S LEWIS ROAD | ROYERSFORD | PA | 19468 | GOVERNMENT ENTITY | SPRING-FORD WELLNESS 24-25 | $10,000 |
| POTTSGROVE RECREATION | ||||||
| 1301 KAUFFMAN RD | POTTSTOWN | PA | 19464 | GOVERNMENT ENTITY | SUMMER PLAYGROUND SUPPORT | $2,500 |
| PROJECT LIBERTAD | ||||||
| 518 KIMBERTON ROAD | PHOENIXVILLE | PA | 19460 | PUBLIC CHARITY | JUNTOS PARA JVENES: UNITED FOR YOUTH CASE MANAGEMENT PROGRAM | $5,000 |
| HOPEWORX INC | ||||||
| 1210 STANBRIDGE ST 600 | NORRISTOWN | PA | 19401 | PUBLIC CHARITY | FERNS PEER RUN RESPITE (THE FERNS) | $8,000 |
| OPERATION 143 | ||||||
| 238 E HIGH ST | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | OPERATION 143 EXPANDING OUR REACH | $8,000 |
| POTTSTOWN BEACON OF HOPE | ||||||
| PO BOX 60 | POTTSTOWN | PA | 19464 | PUBLIC CHARITY | PARATRANSIT VEHICLE FOR GUESTS ($10000), POTTSTOWN BEACON OF HOPE ($2500) | $12,500 |
| NATIONAL CENTER ON EDUCATION AND THE EI | ||||||
| 2445 M ST NW SUITE 720 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | PA NEEDS TEACHERS | $10,000 |
| NEW HANOVER TOWNSHIP | ||||||
| 2943 NORTH CHARLOTTE STREET | GILBERTSVILLE | PA | 19525 | GOVERNMENT ENTITY | PICK UP STICKS- NEW HANOVER TOWNSHIP PAYMENT | $200,000 |
| RECREATION & PARKS SOLUTION | ||||||
| 470 HOMESTEAD DRIVE | LEBANON | PA | 17042 | NC | NEW HANOVER DECK HOCKEY ($9000), BOYERTOWN PARKS & REC PROJECT ($20000) | $29,000 |
| BETTER TOMORROWS | ||||||
| PO BOX 90708 | CAMDEN | NJ | 08101 | PUBLIC CHARITY | ROLLING HILLS APTS POTTSTOWN | $1,148 |
| KLEIN TRANSPORTATION | ||||||
| 1336 BENJAMIN FRANKLIN HWY | DOUGLASSVILLE | PA | 19518 | BUS COMPANY | 5/13/25 POWER INTERFAITH TRIP | $1,650 |
| BROOKE ELEMENTARY SCHOOL | ||||||
| 339 N LEWIS RD | ROYERSFORD | PA | 19468 | SCHOOL | 2025 WC AWARD | $390 |
| EAST COVENTRY ELEMENTARY | ||||||
| 2461 E CEDARVILLE RD | POTTSTOWN | PA | 19465 | SCHOOL | 2025 WC AWARD ($440), '25 SMART GOALS ($210) | $650 |
| PERKIOMEN VALLEY - SOUTH ELEMENTARY SCHOOL | ||||||
| 200 E 3RD AVE | COLLEGEVILLE | PA | 19426 | SCHOOL | 2025 WELLNESS CHECKLIST AWARD | $290 |
| PERKIOMEN VALLEY - MIDDLE SCHOOL WEST | ||||||
| 220 BIG RD | ZIEGLERVILLE | PA | 19492 | SCHOOL | 2025 WELLNESS CHECKLIST AWARD | $290 |
| PERKIOMEN VALLEY - MIDDLE SCHOOL EAST | ||||||
| 5 TAMMANUND CIRCLE | COLLEGEVILLE | PA | 19426 | SCHOOL | 2025 WELLNESS CHECKLIST AWARD | $290 |
| SKIPPACK ELEMENTARY SCHOOL | ||||||
| 4081 HECKLER RD | COLLEGEVILLE | PA | 19426 | SCHOOL | 2025 WELLNESS CHECKLIST AWARD | $440 |
| SCHWENKSVILLE ELEMENTARY | ||||||
| 55 2ND ST | SCHWENKSVILLE | PA | 19473 | SCHOOL | 2025 WELLNESS CHECKLIST AWARD | $290 |
| EVERGREEN ELEMENTARY SCHOOL | ||||||
| 98 KAGEY RD | COLLEGEVILLE | PA | 19426 | SCHOOL | 2025 WC AWARD | $290 |
| WEST VINCENT ELEMENTARY SCHOOL | ||||||
| 2750 CONESTOGA RD | CHESTER SPRINGS | PA | 19425 | SCHOOL | 2025 WC AWARD ($440), 2025 SMART GOALS ($210) | $650 |
| NORTH COVENTRY ELEMENTARY SCHOOL | ||||||
| 475 KEMP RD | POTTSTOWN | PA | 19465 | SCHOOL | 2025 WC AWARD ($540), 2025 SMART GOALS ($210) | $750 |
| FRENCH CREEK ELEMENTARY SCHOOL | ||||||
| 3590 COVENTRYVILLE RD | POTTSTOWN | PA | 19465 | SCHOOL | 2025 WC AWARD ($540), 2025 SMART GOALS ($210) | $750 |
| EAST VINCENT ELEMENTARY | ||||||
| 340 RIDGE RD | SPRING CITY | PA | 19475 | SCHOOL | 2025 WC AWARD ($540), CHECKLIST SMART GOALS ($210) | $750 |
| OWEN J ROBERTS MIDDLE SCHOOL | ||||||
| 881 RIDGE RD | POTTSTOWN | PA | 19465 | SCHOOL | 2025 WC AWARD ($440), 2025 SMART GOALS ($210) | $650 |
| OWEN J ROBERTS HIGH SCHOOL | ||||||
| 981 RIDGE RD | POTTSTOWN | PA | 19465 | SCHOOL | 2025 WC AWARD | $390 |
| DANIEL BOONE MIDDLE SCHOOL | ||||||
| 1845 WEAVERTOWN RD | DOUGLASSVILLE | PA | 19518 | SCHOOL | 2025 WC AWARD ($390), 2025 SMART GOALS ($210) | $600 |
| BASD WASHINGTON ELEMENTARY | ||||||
| 1406 ROUTE 100 | BARTO | PA | 19504 | SCHOOL | 2025 WC AWARD ($340), 2025 SMART GOALS ($210) | $550 |
| BASD GILBERTSVILLE ELEMENTARY SCHOOL | ||||||
| 36 CONGO RD | GILBERTSVILLE | PA | 19525 | SCHOOL | 2025 WC AWARD ($290), 2025 SMART GOALS ($210) | $500 |
| BASD COLEBROOKDALE ELEMENTARY SCHOOL | ||||||
| 1001 MONTGOMERY AVE | BOYERTOWN | PA | 19512 | SCHOOL | 2025 WC AWARD ($290), 2025 SMART GOALS ($210) | $500 |
| BASD BOYERTOWN MIDDLE SCHOOL WEST | ||||||
| 380 S MADISON ST | BOYERTOWN | PA | 19512 | SCHOOL | 2025 WC AWARD ($340), 2025 SMART GOALS ($210) | $550 |
| BASD BOYERTOWN MIDDLE SCHOOL EAST | ||||||
| 2020 BIG RD | GILBERTSVILLE | PA | 19525 | SCHOOL | 2025 WC AWARD ($290), 2025 SMART GOALS ($210) | $500 |
| BASD BOYERTOWN ELEMENTARY SCHOOL | ||||||
| 641 E 2ND ST | BOYERTOWN | PA | 19512 | SCHOOL | 2025 WC AWARD ($290), 2025 SMART GOALS ($210) | $500 |
| BASD BOYERTOWN AREA SENIOR HS | ||||||
| 120 MONROE ST | BOYERTOWN | PA | 19512 | SCHOOL | 2025 WC AWARD ($340), 2025 SMART GOALS ($210) | $550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,941,590 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIXVILLE FREE CLINIC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 CHURCH ST | AddressLine1Txt |
| City | PHOENIXVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | COMPREHENSIVE HEALTHCARE FOR UNINSURED INDIVIDUALS IN THE GREATER POTTSTOWN AREA | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,150,258 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,344,591 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $8,396 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,494,849 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,396 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,503,245 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | THESE FEES HELP TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CARL LANDIS | ||||||
| 1 | 1196 CHESTERSHIRE PLACE | POTTSTOWN | PA | 19465 | $90,386 | Yes (X) |
| POTTSTOWN AREA VIETNAM VETERANS MEMORIAL FUND | ||||||
| 2 | PO BOX 472 | POTTSTOWN | PA | 19464 | $10,000 | Yes (X) |
| CHESTER COUNTY COMMUNITY FOUNDATION | ||||||
| 3 | THE LINCOLN BUILDING 28 W MARKET ST | WEST CHESTER | PA | 19382 | $42,401 | Yes (X) |
| MATTHEW HOWALD | ||||||
| 4 | 2656 ROMIG RD | GILBERTSVILLE | PA | 19525 | $40,000 | Yes (X) |
| TELEFLEX FOUNDATION | ||||||
| 5 | 550 E SWEDESFORD RD STE 400 | WAYNE | PA | 190871607 | $10,000 | Yes (X) |
| MEDICAL STAFF OF PMMC INC | ||||||
| 6 | 1600 E HIGH ST | POTTSTOWN | PA | 19464 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT | CategoryTxt |
| Amt | $28,214 | Amt |
| Net Investment Income | $5,643 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $70,851,216 | EOYBookValueAmt |
| EOYFMV | $70,851,216 | 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 | $5,741,778 | BookValueAmt |
| EOYFMV | $5,741,778 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,830 | LegalFeesAmt |
| Net Investment Income | $12,830 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSET | Desc |
| BOY Book Value | $435,944 | BOYBookValueAmt |
| EOY Book Value | $384,517 | EOYBookValueAmt |
| EOYFMV | $384,517 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING CARRYOVER | $12,200 | $0 | $0 |
| BANK FEES | $1,273 | $255 | $1,018 |
| COMMUNICATION AND EDUCATIONAL PROGRAMS | $65,082 | $13,016 | $52,066 |
| DUES AND MEMBERSHIPS | $13,362 | $2,672 | $10,690 |
| EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE | $68,775 | $13,755 | $57,556 |
| INSURANCE | $19,639 | $3,928 | $15,711 |
| MISCELLANEOUS | $54,289 | $10,858 | $0 |
| NONPROFIT EVENTS SUPPORT | $36,515 | $0 | $39,837 |
| OFFICE EXPENSE | $10,465 | $2,093 | $12,530 |
| POSTAGE | $4,312 | $862 | $3,450 |
| PROGRAM EXPENSES | $277,032 | $0 | $279,984 |
| SEMINAR EXPENSE | $22,628 | $0 | $22,628 |
| WEBSITE LINK AND MAINTENANCE FEES | $3,724 | $745 | $2,979 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $8,396 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $8,396 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $3,955,635 |
| PENSION BENEFIT - NONOPERATING INCOME | $3,803,268 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PENSION EXPENSE | $8,063,868 | $3,337,894 |
| LEASE LIABILITY | $444,641 | $397,375 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $171,089 | $34,218 | $156,733 |
| INVESTMENT MANAGEMENT AND ADVISORY FEES | $124,786 | $124,786 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,748 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |