Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 07-01-2013 , and ending 06-30-2014
Name of foundation
POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)152 EAST HIGH STREET SUITE 500   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
POTTSTOWN, PA19464
A Employer identification number

23-2344729
B Telephone number (see instructions)

(610) 323-2006
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$84,723,796J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 321
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 1,917,839 1,917,839  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,356,025
b Gross sales price for all assets on line 6a 27,758,704
7 Capital gain net income (from Part IV, line 2)... 6,356,025
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 8,274,185 8,273,864  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 185,390 74,156   111,225
14 Other employee salaries and wages...... 368,352 117,492   250,866
15 Pension plans, employee benefits....... 88,571 0   57,125
16a Legal fees (attach schedule)......... Click to see attachment 3,421 3,421   0
b Accounting fees (attach schedule)....... Click to see attachment 25,500 5,100   20,000
c Other professional fees (attach schedule).... Click to see attachment 293,694 89,773   156,080
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 174,217 144,465   28,396
19 Depreciation (attach schedule) and depletion... 12,933 12,933  
20 Occupancy.............. 77,682 15,536   62,146
21 Travel, conferences, and meetings....... 27,761 5,552   22,305
22 Printing and publications.......... 17,364 3,473   13,283
23 Other expenses (attach schedule)....... Click to see attachment 531,754 50,619   411,630
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,806,639 522,520   1,133,056
25 Contributions, gifts, grants paid........ 2,834,148 2,594,473
26 Total expenses and disbursements. Add lines 24 and 25 4,640,787 522,520   3,727,529
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,633,398
b Net investment income (if negative, enter -0-) 7,751,344
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 95,738 103,000 103,000
2 Savings and temporary cash investments.......... 65,270 431,762 431,762
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 8,919 35,956 35,956
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 67,472,997 Click to see attachment74,461,240 74,461,240
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 10,778,364 Click to see attachment9,662,743 9,662,743
14 Land, buildings, and equipment: basis bullet280,542
Less: accumulated depreciation (attach schedule) bullet251,447 24,835 29,095 29,095
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 78,446,123 84,723,796 84,723,796
Liabilities 17 Accounts payable and accrued expenses.......... 423,010 441,684
18 Grants payable................... 24,068 263,743
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment18,496,857 Click to see attachment14,570,562
23 Total liabilities (add lines 17 through 22).......... 18,943,935 15,275,989
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 59,502,188 69,447,807
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 59,502,188 69,447,807
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 78,446,123 84,723,796
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 59,502,188
2 Enter amount from Part I, line 27a..................... 2 3,633,398
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 6,312,221
4 Add lines 1, 2, and 3.......................... 4 69,447,807
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 69,447,807
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a TOO VOLUMINOUS TO LIST - DETAILS AVAILABLE AT TAXPAYER'S OFFICE P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 27,758,704   21,402,679 6,356,025
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       6,356,025
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,356,025
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 3,566,515 76,166,946 0.046825
2011 3,596,570 73,782,957 0.048745
2010 3,730,946 75,306,900 0.049543
2009 3,953,437 70,609,936 0.055990
2008 4,345,702 69,589,804 0.062447
2 Total of line 1, column (d) ...................... 2 0.263550
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.052710
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 81,008,575
5 Multiply line 4 by line 3....................... 5 4,269,962
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 77,513
7 Add lines 5 and 6......................... 7 4,347,475
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,727,529
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 155,027
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 155,027
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 155,027
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 136,248
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 136,248
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 730
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 19,509
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.POTTSTOWNFOUNDATION.ORG
    14
    The books are in care ofbulletDAVID KRAYBILL EXECUTIVE DIRECTOR Telephone no.bullet (610) 323-2006
    Located atbullet152 E HIGH STREET SUITE 500POTTSTOWNPA ZIP+4bullet19464
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    DAVID KRAYBILL EXECUTIVE DIRECTOR
    40.00     		185,390 25,122 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    KENNETH E PICARDI PRESIDENT
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    ART GREEN VICE PRESIDENT
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    MYRA GEHRET FORREST ED D SECRETARY
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    MATTHEW CAPPELLETTI TREASURER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    TODD ALDERFER DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    ROBERT W BOYCE DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    JAMES R BUSH DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    PHILIP COOK DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    JAMES CORUM DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    D SCOTT DETAR CPA DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    LINDA FLEDERBACH DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    PETER GLENNON DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    KEITH HARRISON DO FAAFP DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    MILTON D MARTYNY DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    CHARLES F PALLADINO DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    REV KAREN PIDCOCK-LESTER DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    DONALD SILVERSON DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    WILLIAM S TADDONIO MD DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    SHARON L WEAVER DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    B DOUGLAS TRAINER DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    DEBORAH ZELLE DIRECTOR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    LAURIE BETTS PROGRAM OFFICER
    40.00     		121,644 20,472 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    LAURA DEFLAVIA CONTROLLER
    40.00     		101,365 10,594 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    ROSEMARIE WALTERS OFFICE MANAGER
    40.00     		60,621 21,781 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    ASHLEY PULTORAK PROGRAM OFFICER
    40.00     		54,258 6,861 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ALGORHYTHM LLC COMPUTER PROGRAMMING 127,210
    500 THROCKMORTON STREET
    FORT WORTH,TX76102
    PUBLIC HEALTH MANAGEMENT CORP PROMOTION OF PUBLIC HEALTH 67,748
    260 SOUTH BROAD ST 18TH FL
    PHILADELPHIA,PA191025085
    DGA PARTNERS HEALTHCARE MANAGEMENT CONSULTANTS 65,339
    2 BALA PLAZA
    BALA CYNWYD,PA19004
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,050,429
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    155,027
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    155,027
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,895,402
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,895,402
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    3,895,402
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 3,895,402
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 707,659
    b From 2009....... 444,523
    c From 2010....... 16,979
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 1,169,161
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 3,727,529
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 3,727,529
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 167,873 167,873
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,001,288
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		539,786
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		461,502
    10 Analysis of line 9:
    a Excess from 2009.... 444,523
    b Excess from 2010.... 16,979
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ASHLEY PULTORAK PROGRAM OFFICER
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    (610) 323-2006
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    SUBMISSION DEADLINES VARY BASED ON EACH FALL AND SPRING GRANT ROUND.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACLAMO
    512 W MARSHALL STREET
    NORRISTOWN,PA19401     		  PUBLIC CHARITY CONEXIONES POR SALUD - HEALTH DISPARITIES REDUCTION PROGRAM 40,000
    BLESSED TERESA OF CALCUTTA PARISH
    PO BOX 229
    LIMERICK,PA19468     		  CATHOLIC CHURCH PHYSICALLY FIT TO PLAY 10,000
    BOONE AREA LIBRARY
    129 N MILL STREET
    BIRDSBORO,PA19508     		  GOVERNMENT ENTITY COLLECTION DEVELOPMENT OF NON-FICTION BOOKS 5,000
    BOYERTOWN AREA COMMUNITY WELLNESS COUNCIL
    PO BOX 87
    GILBERTSVILLE,PA19525     		  PUBLIC CHARITY 2014 STRENGTHENING A COMMUNITY THROUGH WELLNESS 25,000
    BOYERTOWN AREA SCHOOL DISTRICT
    911 MONTGOMERY AVENUE
    BOYERTOWN,PA19512     		  GOVERNMENT ENTITY BRAIN BODY CONNECTION 66,000
    BOYERTOWN AREA YMCA
    301 W SPRING STREET
    BOYERTOWN,PA19512     		  PUBLIC CHARITY SPORTS & WELLNESS TRAINING CENTER 20,000
    BOYERTOWN COMMUNITY LIBRARY
    29 E PHILADELPHIA AVENUE
    BOYERTOWN,PA19512     		  GOVERNMENT ENTITY COMMUNITY SEXUAL ABUSE AWARENESS 650
    BROOKESIDE MONTESSORI
    1075 ROUTE 100
    BECHTELSVILLE,PA19505     		  SCHOOL GROWING UP FIT 6,000
    CAMPHILL VILLAGE KIMBERTON HILLS
    PO BOX 1045
    KIMBERTON,PA19442     		  PUBLIC CHARITY AGING IN COMMUNITY 7,500
    CARSON VALLEY CHILDREN'S AID
    1314 DEKALB STREET
    NORRISTOWN,PA19401     		  PUBLIC CHARITY WOMEN'S VOICES, HEALTHY CHOICES 20,000
    CENTRO CULTURAL LATINO UNIDOS INC
    BOX 613 19 S KEIM STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY SENIORS AND CHILDREN DRIBBLING TO HEALTH 8,000
    CHESTER COUNTY COMMUNITY FOUNDATION
    601 WESTTOWN ROAD SUITE 370
    WEST CHESTER,PA19380     		  GOVERNMENT ENTITY AFTER SCHOOL PROGRAMS AT PARK SPRINGS APARTMENTS 10,000
    CHESTER COUNTY PLANNING COMMISSION
    601 WESTTOWN ROAD SUITE 370
    WEST CHESTER,PA19380     		  GOVERNMENT ENTITY COVENTRY LINKS TRAIL FEASIBILITY STUDY 10,000
    CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY
    PO BOX 706
    NORRISTOWN,PA19404     		  PUBLIC CHARITY MISSION KIDS' VICTIM/FAMILY ADVOCATE PROGRAM 15,000
    CHILD HOME & COMMUNITY
    144 WOOD STREET
    DOYLESTOWN,PA18901     		  PUBLIC CHARITY ADOLESCENT, PRENATAL, PARENTING & SUPPORT CONTINUUM 7,500
    COMMUNITY HEALTH & DENTAL CARE INC
    11 ROBINSON STREET SUITE 100
    POTTSTOWN,PA19464     		  PUBLIC CHARITY OUTREACH AND ENROLLMENT ASSISTANCE & EXPANDING PRENATAL SERVICES 122,425
    COVENTRY CHRISTIAN SCHOOL
    699 NORTH PLEASANTVIEW ROAD
    POTTSTOWN,PA19464     		  SCHOOL PROJECT PURPOSE 50,000
    COVENTRY LITTLE LEAGUE
    228 STAUFFER ROAD
    POTTSTOWN,PA19465     		  PUBLIC CHARITY WAMPLER COMPLEX IMPROVEMENT PROJECT 12,500
    CREATIVE HEALTH SERVICES
    11 ROBINSON STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY HEALTHY WEIGHT, HEALTHY FAMILIES 190,542
    DANIEL BOONE AREA SCHOOL DISTRICT
    321 FURNACE ST SUITE 200
    BIRDSBORO,PA19508     		  GOVERNMENT ENTITY HEALTHY FOR A LIFETIME PROGRAM 70,446
    DELAWARE VALLEY CHRISTIAN CAMP
    33 CAMP ROAD
    DOUGLASSVILLE,PA19518     		  CHURCH LEAN AND GREEN PRE-PLANNING AND CONSULTING 1,310
    DEVELOPMENTAL ENTERPRISES CORP
    333 E AIRY STREET
    NORRISTOWN,PA19401     		  PUBLIC CHARITY HEALTHY EATING, HEALTHY LIVING 16,000
    FALKNER SWAMP NURSERY SCHOOL
    1809 HOFFMANSVILLE RAD
    SASSAMANSVILLE,PA19472     		  SCHOOL FSNS HEALTH AND WELLNESS PROPOSAL 5,000
    FAMILY SERVICES OF MONTGOMERY COUNTY
    3125 RIDGE PIKE
    EAGLEVILLE,PA19403     		  PUBLIC CHARITY PROJECT HEARTH & RESILIENCY PROJECT 22,500
    FOUNDATION FOR POTTSTOWN EDUCATION
    230 BEECH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY EXECUTIVE DIRECTOR POSITION & PART TIME ADMINISTRATIVE ASSISTANT 60,000
    FREEDOM VALLEY YMCA
    724 ADAMS STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY YOUTH WELLNESS/MOVEMENT ROOM 35,000
    GRACE LUTHERAN PRESCHOOL
    660 N CHARLOTTE STREET
    POTTSTOWN,PA19464     		  CHURCH DEVELOPMENT OF OUTDOOR PLAY SPACE 7,000
    GREATER POTTSTOWN TENNIS ASSOCIATION
    PO BOX 935
    POTTSTOWN,PA19464     		  PUBLIC CHARITY TENNIS & LEARNING AFTER SCHOOL PROGRAM 32,500
    GREEN VALLEYS ASSOCIATION
    1368 PRIZER ROAD
    POTTSTOWN,PA19465     		  PUBLIC CHARITY OUTDOOR AND ENVIRONMENTAL EDUCATION PROGRAMS 3,000
    HOLY CROSS REGIONAL CATHOLIC SCHOOL
    701 LOCUST STREET
    COLLEGEVILLE,PA19426     		  CATHOLIC CHURCH PHYSICAL EDUCATION ENHANCEMENTS 3,100
    JEWISH HEALTHCARE FOUNDATION
    650 SMITHFIELD STREET
    PITTSBURGH,PA15222     		  PUBLIC CHARITY PA HEALTH FUNDERS COLLABORATIVE 10,000
    MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY
    30 W BARNARD STREET STE 1
    WEST CHESTER,PA19382     		  PUBLIC CHARITY MOBILE HEALTH, HEALTHY START AND HEALTH INSURANCE ENROLLMENT INITIATIVES 33,000
    MATERNITY CARE COALITION
    200 HAMILTON STREET SUITE 205
    PHILADELPHIA,PA19130     		  PUBLIC CHARITY POTTSTOWN EARLY HEAD START 40,000
    MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION
    101 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  COLLEGE DENTAL SEALANT DAY, STOCK-UP FOR SUCCESS AND SERVICE LEARNING TO BUILD THE CAPACITY OF COMMUNITY BASED NON-PROFIT ORGANIZATIONS 28,215
    NATURAL LANDS TRUST INC
    1031 PALMERS MILL ROAD
    MEDIA,PA19063     		  GOVERNMENT ENTITY SCHUYLKILL HIGHLANDS BIG WOODS TRAIL DESIGN 25,000
    NORTH COVENTRY TOWNSHIP
    845 S HANOVER STREET
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY RIVERSIDE PARK BASKETBALL COURTS 10,000
    OLIVET BOYS & GIRLS CLUB
    1161 PERSHING BLVD
    READING,PA19611     		  PUBLIC CHARITY A BODY, MIND & SOUL APPROACH TO COMMUNITY HEALTH & WELLNESS 93,000
    OWEN J ROBERTS SCHOOL DISTRICT
    901 RIDGE ROAD
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY FIT FOR LIFE PROGRAM 85,000
    PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND
    17 OLD MAIN
    UNIVERSITY PARK,PA16802     		  PUBLIC CHARITY DINING WITH DIABETES 24,068
    PERKIOMEN VALLEY SCHOOL DISTRICT
    509 GRAVEL PIKE ROAD
    COLLEGEVILLE,PA19464     		  GOVERNMENT ENTITY WORKSITE WELLNESS COORDINATOR 30,000
    PHOENIXVILLE HEALTHCARE ACCESS FOUNDATION
    723 WHEATLAND STREET
    PHOENIXVILLE,PA19460     		  PRIVATE FOUNDATION HEALTHCARE ACCESS PROGRAMS 10,000
    PHILADELPHIA FREEDOM VALLEY YMCA
    19 WEST LINFIELD-TRAPPE ROAD
    LIMERICK,PA19468     		  PUBLIC CHARITY NUTRITION COUNSELING/HEALTHY EATING CLASSES 5,000
    POTTSGROVE SCHOOL DISTRICT
    1301 KAUFFMAN ROAD
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY FIT FALCONS FLY 60,000
    POTTSGROVE SOCCER CLUB INC
    PO BOX 1548
    POTTSTOWN,PA19464     		  PUBLIC CHARITY EVERYONE SCORES 10,000
    POTTSTOWN AREA INDUSTRIAL DEVELOPMENT INC
    152 EAST HIGH STREET SUITE 360
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY ANNUAL OPERATIONS & FEASIBILTY ANALYSIS FOR A MEDICALLY INTEGRATED HEALTH & FITNESS CENTER 33,000
    POTTSTOWN AREA POLICE ATHLETIC LEAGUE
    PO BOX 176
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PAL OPERATING PROGRAM 50,000
    POTTSTOWN AREA SENIORS' CENTER
    724 N ADAMS STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY ENHANCING PRIME TIME HEALTH FOR SENIORS & A NEW BEGINNING 146,000
    POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES
    137 WALNUT STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY OPPORTUNITIES FOR IMPROVED HEALTH OF OUR CLIENTS AND PCRC 58,000
    POTTSTOWN ATHLETIC CLUB
    21 N HANOVER STREET
    POTTSTOWN,PA19464     		  AAU ORGANIZATION POTTSTOWN DRAGON WARRIORS 25,000
    POTTSTOWN KARATE CLUB
    21 N HANOVER STREET
    POTTSTOWN,PA19464     		  AAU ORGANIZATION THE NEXT LEVEL 30,000
    POTTSTOWN MERCURY FOUNDATION
    24 N HANOVER STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY FIT FOR LIFE SUPPORT 18,800
    POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMITTEE
    855 ELLIS WOODS ROAD
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY POTTSTOWN REGION PARKS MINI GRANT PROGRAM 80,000
    POTTSTOWN PUBLIC LIBRARY
    500 E HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY SUPPORT FOR NONPROFIT ORGANIZATIONS 2,500
    POTTSTOWN PARKS & REC FOUNDATION
    100 E HIGH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY POTTSTOWN VOLLEYBALL RUMBLE CAPACITY BUILDING AND POTTSTOWN FILM FESTIVAL 12,500
    POTTSTOWN SCHOOL DISTRICT
    230 BEECH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY HEALTHY SCHOOL COMMUNITIES INITIATIVE 117,082
    POTTSTOWN SCHOOL DISTRICT
    230 BEECH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY PEAK HEALTH & WELLLNESS INITIATIVE 98,000
    POTTSTOWN SCHOOL DISTRICT
    230 BEECH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY SMART PE - BRAIN RESEARCH APPLICATION TO MOVEMENT AND LEARNING 500
    PRESERVATION POTTSTOWN
    1304 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY COMMUNITY GARDEN WATER SERVICE & MOSAIC COMMUNITY GARDENS 33,500
    ROYERSFORD OUTREACH
    350 MAIN STREET
    ROYERSFORD,PA19468     		  PUBLIC CHARITY CAPITAL FOR BUILDING PURCHASE & RENOVATIONS 20,000
    SCHUYLKILL RIVER GREENWAY ASSOCIATION
    140 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY BIKE POTTSTOWN & CIRCUIT RIDER PARKS COORDINATOR 42,257
    SPRING-FORD AREA SCHOOL DISTRICT
    857 S LEWIS ROAD
    ROYERSFORD,PA19468     		  GOVERNMENT ENTITY WELLNESS MATTERS! 80,000
    ST ALOYSIUS SCHOOL
    220 N HANOVER STREET
    POTTSTOWN,PA19464     		  CATHOLIC SCHOOL KEEPING HEALTH IN MIND, BODY & SPIRIT 18,000
    ST JOSEPH'S HILL LUTHERAN CHURCH DAY CARE CENTER
    244 KOCH ROAD
    BOYERTOWN,PA19512     		  CHURCH PLAYGROUND PROJECT 5,000
    THE BLAZER FOUNDATION
    PO BOX 110
    DOUGLASSVILLE,PA19518     		  PUBLIC CHARITY THE GREENHOUSE TO TABLE BETTER NUTRITION PROGRAM 5,000
    THE NON-PROFIT CENTER AT LA SALLE UNIVERSITY
    1900 WEST OLNEY AVENUE
    PHILADELPHIA,PA19141     		  UNIVERSITY CAPACITY BUILDING FOR TRICOUNTY COMMUNITY NETWORK 4,554
    THE TENNIS FARM
    19 WATERLOO AVENUE
    BERWYN,PA19312     		  PUBLIC CHARITY PSD ELEMENTARY SCHOOL CHILDREN LEARN LIFETIME SPORT OF TENNIS 15,000
    THE TRISKELES FOUNDATION
    707 EAGLEVIEW BLVD SUITE 105
    EXTON,PA19341     		  PUBLIC CHARITY FOOD FOR THOUGHT 25,000
    THE WYNDCROFT SCHOOL
    1395 WILSON STREET
    POTTSTOWN,PA19464     		  SCHOOL CREATE A CAMPUS & HEALTH FOR LIFE 35,000
    TRICOUNTY COMMUNITY NETWORK
    260 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY COMMUNITY COLLABORATIVE & FUNDING GALA 130,000
    UNITED WAY OF BOYERTOWN
    PO BOX 213
    BOYERTOWN,PA19512     		  PUBLIC CHARITY MATCHING GRANT FOR ANNUAL CAMPAIGN 15,000
    UNITED WAY OF GREATER PHILADELPHIA
    1709 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19103     		  PUBLIC CHARITY MATCHING GRANT FOR ANNUAL CAMPAIGN 50,000
    VISITING NURSE ASSOCIATION
    1963 E HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PERSONAL NAVIGATOR PROGRAM & ENROLLING MONTGOMERY COUNTY - FILLING THE GAP IN HEALTH EXCHANGE 30,000
    WEST-MONT CHRISTIAN ACADEMY
    873 S HANOVER STREET
    POTTSTOWN,PA19465     		  SCHOOL GROWING WELL TOGETHER 22,500
    YWCA TRI-COUNTY AREA
    315 KING STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY HEALTHY PATHWAYS 91,500
    Total .................................bullet 3a 2,638,949
    bApproved for future payment
    FOUNDATION FOR POTTSTOWN EDUCATION
    230 BEECH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY EXECUTIVE DIRECTOR POSITION & PART TIME ADMINISTRATIVE ASSISTANT 60,000
    SCHUYLKILL RIVER GREENWAY ASSOCIATION
    140 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY CIRCUIT RIDER PARKS COORDINATOR 198,743
    POTTSTOWN PARKS & REC FOUNDATION
    100 E HIGH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY POTTSTOWN VOLLEYBALL RUMBLE 5,000
    Total .................................bullet 3b 263,743
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 1,917,839  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 6,356,025  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 8,273,864 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    138,273,864
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT 25,500 5,100   20,000

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MUTUAL FUNDS 74,461,240 74,461,240

    TY 2013 InvestmentsOtherSchedule2
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS FMV 9,662,743 9,662,743

    TY 2013 LegalFeesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,421 3,421   0


    TY 2013 OtherExpensesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 745 149   596
    COMMUNICATION AND EDUCATIONAL PROGRAMS 155,676 31,135   131,740
    OFFICE EXPENSE 13,594 2,719   13,624
    DUES AND MEMBERSHIPS 15,499 3,100   12,399
    INSURANCE 32,272 6,454   27,374
    POSTAGE 814 163   651
    WEBSITE LINK AND MAINTENANCE FEES 5,898 1,180   4,718
    EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE 28,581 5,716   23,688
    MISCELLANEOUS 15 3   12
    PROGRAM EXPENSES 84,911 0   84,691
    NONPROFIT EVENTS SUPPORT 30,095 0   30,538
    ACCOUNTING CARRYOVER 11,735 0   0
    PENSION PLAN - PMMC 70,814 0   0
    COLLECTION FEES 506 0   0
    SEMINAR EXPENSE 80,599 0   81,599


    TY 2013 OtherIncreasesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 4,892,993
    PENSION BENEFIT - NONOPERATING REVENUE 1,397,950
    WRITE OFF OF HOSPITAL LIABILITIES - NONOPERATING INCOME 21,278


    TY 2013 OtherLiabilitiesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED PENSION EXPENSE 18,496,857 14,570,562


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT AND ADVISORY FEES 89,773 89,773   0
    CONSULTING 203,921 0   156,080


    TY 2013 TaxesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 131,000 131,000   0
    PAYROLL TAXES 43,217 13,465   28,396