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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$81,943,110J 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).............. 555
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 1,802,093 1,802,093  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,707,332
b Gross sales price for all assets on line 6a 11,893,689
7 Capital gain net income (from Part IV, line 2)... 2,707,332
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........ 4,509,980 4,509,425  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 198,363 79,334   119,002
14 Other employee salaries and wages...... 419,376 129,589   293,050
15 Pension plans, employee benefits....... 90,711 29,985   56,567
16a Legal fees (attach schedule)......... Click to see attachment 7,597 7,597   0
b Accounting fees (attach schedule)....... Click to see attachment 20,000 4,000   19,600
c Other professional fees (attach schedule).... Click to see attachment 235,069 112,103   100,722
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 150,025 16,445   34,503
19 Depreciation (attach schedule) and depletion... 15,789 15,789  
20 Occupancy.............. 80,720 16,144   64,576
21 Travel, conferences, and meetings....... 42,430 8,486   29,806
22 Printing and publications.......... 15,286 3,057   11,725
23 Other expenses (attach schedule)....... Click to see attachment 538,301 45,243   418,017
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,813,667 467,772   1,147,568
25 Contributions, gifts, grants paid........ 3,204,660 2,856,652
26 Total expenses and disbursements. Add lines 24 and 25 5,018,327 467,772   4,004,220
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -508,347
b Net investment income (if negative, enter -0-) 4,041,653
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 103,000 86,026 86,026
2 Savings and temporary cash investments.......... 431,762 132,030 132,030
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........... 35,956 42,439 42,439
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 74,461,240 Click to see attachment74,522,203 74,522,203
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)........... 9,662,743 Click to see attachment7,116,755 7,116,755
14 Land, buildings, and equipment: basis bullet310,893
Less: accumulated depreciation (attach schedule) bullet267,236 29,095 43,657 43,657
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 84,723,796 81,943,110 81,943,110
Liabilities 17 Accounts payable and accrued expenses.......... 441,684 459,916
18 Grants payable.................. 263,743 611,751
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 attachment14,570,562 Click to see attachment23,148,253
23 Total liabilities (add lines 17 through 22).......... 15,275,989 24,219,920
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 69,447,807 57,723,190
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 instructions)...... 69,447,807 57,723,190
31 Total liabilities and net assets/fund balances (see instructions).. 84,723,796 81,943,110
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 69,447,807
2 Enter amount from Part I, line 27a..................... 2 -508,347
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 24,578
4 Add lines 1, 2, and 3.......................... 4 68,964,038
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 11,240,848
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 57,723,190
Form 990-PF (2014)
Form 990-PF (2014)
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 11,893,689   9,186,357 2,707,332
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       2,707,332
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 2,707,332
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 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))
2013 3,727,529 81,008,575 0.046014
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
2 Total of line 1, column (d) ...................... 2 0.247117
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 0.049423
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 82,159,403
5 Multiply line 4 by line 3....................... 5 4,060,564
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 40,417
7 Add lines 5 and 6......................... 7 4,100,981
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,104,220
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 (2014)
Form 990-PF (2014)
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 40,417
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 40,417
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 40,417
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 80,757
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 80,757
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 40,340
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet40,340 RefundedBullet 11 0
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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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     		198,363 26,898 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    ART GREEN CHAIRMAN
    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 VICE CHAIRMAN
    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
    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
    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 TREASURER
    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
    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     		117,169 22,914 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    LAURA DEFLAVIA CONTROLLER
    40.00     		104,362 9,799 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    ROSEMARIE WALTERS OFFICE MANAGER
    40.00     		64,861 18,980 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    ASHLEY PULTORAK PROGRAM OFFICER
    40.00     		65,151 7,086 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
    NONE
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 LOAN TO COMMUNITY HEALTH AND DENTAL CARE, INC., A PENNSYLVANIA NONPROFIT CORPORATION. 100,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet100,000
    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
    83,233,252
    b
    Average of monthly cash balances.......................
    1b
    149,162
    c
    Fair market value of all other assets (see instructions)................
    1c
    28,147
    d
    Total (add lines 1a, b, and c).........................
    1d
    83,410,561
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    83,410,561
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,251,158
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    82,159,403
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,107,970
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,107,970
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    40,417
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    40,417
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,067,553
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,067,553
    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
    4,067,553
    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
    4,004,220
    b
    Program-related investments—total from Part IX-B..................
    1b
    100,000
    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
    4,104,220
    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
    40,417
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,063,803
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 4,067,553
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 444,523
    b From 2010....... 16,979
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 461,502
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 4,104,220
    a Applied to 2013, 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 2014 distributable amount..... 4,067,553
    e Remaining amount distributed out of corpus 36,667
    5 Excess distributions carryover applied to 2014. 0 0
    (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 5 498,169
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		444,523
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		53,646
    10 Analysis of line 9:
    a Excess from 2010.... 16,979
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 36,667
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 (2014)
    Form 990-PF (2014)
    Page 11
    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 45,000
    BOROUGH OF POTTSTOWN
    100 E HIGH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! & WALK BIKE POTTSTOWN 157,500
    BOYERTOWN AREA COMMUNITY WELLNESS COUNCIL
    PO BOX 87
    GILBERTSVILLE,PA19525     		  PUBLIC CHARITY COMPLETE THE CIRCLE OF WELL-BEING 30,000
    BOYERTOWN AREA SCHOOL DISTRICT
    911 MONTGOMERY AVENUE
    BOYERTOWN,PA19512     		  GOVERNMENT ENTITY BRAIN BODY CONNECTION 93,600
    BROOKESIDE MONTESSORI
    1075 ROUTE 100
    BECHTELSVILLE,PA19505     		  SCHOOL BE WELL 7,000
    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 22,000
    CENTRO CULTURAL LATINO UNIDOS INC
    BOX 613 19 S KEIM STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY SENIORS AND CHILDREN DRIBBLING TO HEALTH & BOARD OF DIRECTORS BOOT CAMP 7,000
    CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY
    PO BOX 706
    NORRISTOWN,PA19404     		  PUBLIC CHARITY MISSION KIDS' VICTIM/FAMILY ADVOCATE PROGRAM 20,000
    CHILD HOME & COMMUNITY
    144 WOOD STREET
    DOYLESTOWN,PA18901     		  PUBLIC CHARITY ADOLESCENT, PRENATAL, PARENTING & SUPPORT CONTINUUM 8,000
    COLEBROOKDALE RAILROAD PRESERVATION TRUST
    43 S CHESTNUT ST
    BOYERTOWN,PA19512     		  PUBLIC CHARITY LIFE SAFETY EQUIPMENT PROGRAM 5,100
    COMMUNITY HEALTH & DENTAL CARE INC
    11 ROBINSON STREET SUITE 100
    POTTSTOWN,PA19464     		  PUBLIC CHARITY AFFORDABLE CARE ACT HEALTH INSURANCE ENROLLMENT ASSISTANCE & SUSTAINABILITY 194,970
    COVENTRY CHRISTIAN SCHOOL
    699 NORTH PLEASANTVIEW ROAD
    POTTSTOWN,PA19464     		  SCHOOL PROJECT PURPOSE 64,000
    CREATIVE HEALTH SERVICES
    11 ROBINSON STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY BENCHMARK EVALUATION FOR RFP COMPETITIVENESS 100,000
    CREATIVE HEALTH SERVICES
    11 ROBINSON STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY HEALTHY WEIGHT, HEALTHY FAMILIES 208,341
    DANIEL BOONE AREA SCHOOL DISTRICT
    321 NFURNACE ST SUITE 200
    BIRDSBORO,PA19508     		  GOVERNMENT ENTITY HEALTHY FOR A LIFETIME PROGRAM 68,462
    DEVELOPMENTAL ENTERPRISES CORP
    333 E AIRY STREET
    NORRISTOWN,PA19401     		  PUBLIC CHARITY BOARD MEMBER MEMORIAL 5,000
    EXETER TOWNSHIP
    4975 DEMOSS RD
    READING,PA19606     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! 7,500
    EXPRESSIVE THERAPY CONCEPTS INC
    125 PROSPECT STREET
    PHOENIXVILLE,PA19460     		  PUBLIC CHARITY SMASHVILLE BADMINTON & FITNESS CENTER PROGRAMMING 20,700
    FALKNER SWAMP NURSERY SCHOOL
    1809 HOFFMANSVILLE RAD
    SASSAMANSVILLE,PA19472     		  SCHOOL FSNS HEALTH AND WELLNESS PROPOSAL 5,500
    FAMILY SERVICES OF MONTGOMERY COUNTY
    3125 RIDGE PIKE
    EAGLEVILLE,PA19403     		  PUBLIC CHARITY RESILIENCY PROJECT & WELLNESS INITIATIVE & PROJECT HEARTH 33,271
    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 COMMUNITY HEALTH INITIATIVES 18,600
    GREATER POTTSTOWN TENNIS ASSOCIATION
    PO BOX 935
    POTTSTOWN,PA19464     		  PUBLIC CHARITY TENNIS PROGRAMS FOR ALL AGES, LEVELS & ABILITIES 50,000
    GREEN LANE PARK - MONTGOMERY COUNTY
    2144 SNYDER RD
    GREEN LANE,PA18054     		  GOVERNMENT ENTITY FITNESS STATIONS 8,314
    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 SCHOOL ROCK WALL RELOCATION & SCHOOL GARDEN AND OUTDOOR LEARNING ENVIRONMENT 13,342
    JULIAN DORSEY FOUNDATION
    1014 CHERRINGTON DRIVE
    HARRISBURG,PA17110     		  PUBLIC CHARITY EXTENDING FREE AFTER-SCHOOL SOCCER PROGRAMS 10,000
    MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY
    30 W BARNARD STREET STE 1
    WEST CHESTER,PA19382     		  PUBLIC CHARITY HEALTHY START AND BENEFITS ENROLLMENT 40,000
    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 3,075
    NEW HANOVER TOWNSHIP
    2943 N CHARLOTTE STREET
    GILBERTSVILLE,PA19525     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! 10,000
    NORTH COVENTRY TOWNSHIP
    845 S HANOVER STREET
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! 7,500
    OLIVET BOYS & GIRLS CLUB
    1161 PERSHING BLVD
    READING,PA19611     		  PUBLIC CHARITY A BODY, MIND & SOUL APPROACH TO COMMUNITY HEALTH & WELLNESS 90,000
    OWEN J ROBERTS SCHOOL DISTRICT
    901 RIDGE ROAD
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY FIT FOR LIFE PROGRAM 98,000
    PERKIOMEN VALLEY SCHOOL DISTRICT
    509 GRAVEL PIKE ROAD
    COLLEGEVILLE,PA19464     		  GOVERNMENT ENTITY WELLNESS COORDINATOR 30,000
    PHOENIXVILLE HEALTHCARE ACCESS FOUNDATION
    723 WHEATLAND STREET
    PHOENIXVILLE,PA19460     		  PRIVATE FOUNDATION HEALTH CARE ACCESS PROGRAMS 15,000
    PHILADELPHIA FREEDOM VALLEY YMCA
    19 WEST LINFIELD-TRAPPE ROAD
    LIMERICK,PA19468     		  PUBLIC CHARITY NUTRITION COUNSELING/HEALTHY EATING CLASSES 3,500
    POTTSGROVE SCHOOL DISTRICT
    1301 KAUFFMAN ROAD
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY BUILDING RESILENCY 65,000
    POTTSTOWN AREA INDUSTRIAL DEVELOPMENT INC
    152 EAST HIGH STREET SUITE 360
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY ANNUAL OPPERATIONS & FEASIBILTY ANALYSIS FOR A MEDICALLY INTEGRATED HEALTH & FITNESS CENTER 31,850
    POTTSTOWN AREA POLICE ATHLETIC LEAGUE
    PO BOX 176
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PAL OPERATING PROGRAM 50,000
    POTTSTOWN AREA SENIORS' CENTER
    724 NADAMS STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PRIME TIME HEALTH 45,000
    POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES
    137 WALNUT STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY STRENGTHENING THE HEALTH OF OUR COMMUNITY AND ORGANIZATION & WORKSITE WELLNESS INITIATIVE 56,999
    POTTSTOWN ATHLETIC CLUB
    21 N HANOVER STREET
    POTTSTOWN,PA19464     		  AAU ORGANIZATION FITNESSTOWN USA 84,167
    POTTSTOWN MERCURY FOUNDATION
    24 N HANOVER STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY FIT FOR LIFE SUPPORT 13,000
    POTTSTOWN PUBLIC LIBRARY
    500 E HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY A VIABLE, ATTRACTIVE, USEFUL, AND NIMBLE LIBRARY FACILITY 10,000
    POTTSTOWN PARKS & REC FOUNDATION
    100 E HIGH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY POTTSTOWN VOLLEYBALL RUMBLE TECHNOLOGY SUPPORT & PHYSICAL WELLNESS SUPPORT 8,290
    POTTSTOWN SCHOOL DISTRICT
    230 BEECH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY HEALTHY SCHOOL COMMUNITIES INITIATIVE 100,720
    POTTSTOWN SCHOOL DISTRICT
    230 BEECH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY PEAK HEALTH & WELLLNESS INITIATIVE 90,000
    PRESERVATION POTTSTOWN
    1304 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY EXPANSION OF COMMUNITY GARDEN OUTREACH, AWARENESS AND ADVOCACY FOOTPRINT 55,000
    ROYERSFORD OUTREACH
    350 MAIN STREET
    ROYERSFORD,PA19468     		  PUBLIC CHARITY GENERAL OPERATING FOR BUILDING AND PROGRAMS 20,000
    SCHUYLKILL RIVER ATHLETIC CLUB
    21 N HANOVER STREET
    POTTSTOWN,PA19464     		  AAU ORGANIZATION ROW UP PROGRAM 24,000
    SCHUYLKILL RIVER GREENWAY ASSOCIATION
    140 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY BIKE POTTSTOWN PROGRAM & SOUTH END WALKING LOOP 31,000
    SPRING-FORD AREA SCHOOL DISTRICT
    857 S LEWIS ROAD
    ROYERSFORD,PA19468     		  GOVERNMENT ENTITY WELLNESS MATTERS! 87,806
    SPRING-FORD COUNSELING SERVICES
    201 N FOURTH AVENUE SUITE 101
    ROYERSFORD,PA19468     		  PUBLIC CHARITY SIGNS OF SUICIDE PREVENTION PROGRAM 5,930
    ST ALOYSIUS SCHOOL
    220 N HANOVER STREET
    POTTSTOWN,PA19464     		  CATHOLIC SCHOOL KEEPING HEALTH IN MIND, BODY & SPIRIT 10,000
    ST JOHN'S EVANGELICAL LUTHERAN CHURCH
    45 NORTH READING AVENUE
    BOYERTOWN,PA19512     		  CHURCH JOINT PROGRAM OF EXERCISE AND HEALTHY LIFESTYLE 5,000
    THE BLAZER FOUNDATION
    PO BOX 110
    DOUGLASSVILLE,PA19518     		  PUBLIC CHARITY THE GREENHOUSE TO TABLE BETTER NUTRITION PROGRAM 8,000
    THE TENNIS FARM
    19 WATERLOO AVENUE
    BERWYN,PA19312     		  PUBLIC CHARITY PSD ELEMENTARY SCHOOL CHILDREN LEARN LIFETIME SPORT OF TENNIS 16,000
    THE TRISKELES FOUNDATION
    707 EAGLEVIEW BLVD SUITE 105
    EXTON,PA19341     		  PUBLIC CHARITY FOOD FOR THOUGHT 27,000
    THE WYNDCROFT SCHOOL
    1395 WILSON STREET
    POTTSTOWN,PA19464     		  SCHOOL HEALTH FOR LIFE 13,300
    TOWNSHIP OF UPPER POTTSGROVE
    1409 FARMINGTON AVE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! 5,000
    TRICOUNTY AREA CHAMBER OF COMMERCE
    152 EAST HIGH STREET SUITE 360
    POTTSTOWN,PA19464     		  PUBLIC CHARITY MEMBERSHIP FOR DANIEL BOONE SCHOOL DISTRICT 961
    TRICOUNTY COMMUNITY NETWORK
    260 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY COMMUNITY COLLABORATIVE 125,000
    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 & INCREASING OPPORTUNITIES FOR STAFF AND VOLUNTEER DEVELOPMENT 35,000
    WASHINGTON TOWNSHIP
    120 BARTO ROAD
    BARTO,PA19504     		  GOVERNMENT ENTITY ATHLETIC FIELD EXPANSION PROJECT 7,500
    WEST-MONT CHRISTIAN ACADEMY
    873 S HANOVER STREET
    POTTSTOWN,PA19465     		  SCHOOL SCHOOL HEALTH AND WELLNESS 20,000
    YOUNG AUDIENCES NJ & EASTERN PA
    200 FORRESTAL ROAD
    PRINCETON,NJ08540     		  PUBLIC CHARITY JUMP WITH JILL 10,000
    YOUTH COMMUNITY FORWARD INC
    200 CLONMELL UPLAND RD
    WEST GROVE,PA19390     		  PUBLIC CHARITY 4-H AFTER SCHOOL PROGRAM 10,000
    YWCA TRI-COUNTY AREA
    315 KING STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY HEALTHY PATHWAYS & STRATEGIZING THE FUTURE 120,000
    RETURNED GRANT DOLLARS - ST ALOYSIUS SCHOOL
    220 N HANOVER STREET
    POTTSTOWN,PA19464     		  CATHOLIC SCHOOL KEEPING HEALTH IN MIND, BODY & SPIRIT -646
    RETURNED GRANT DOLLARS - CHESTER COUNTY PLANNING COMMISSION
    601 WESTTOWN ROAD SUITE 370
    WEST CHESTER,PA19380     		  GOVERNMENT ENTITY COVENTRY LINKS TRAIL FEASIBILITY STUDY -10,000
    Total .................................bullet 3a 2,856,652
    bApproved for future payment
    FAMILY SERVICES OF MONTGOMERY COUNTY
    3125 RIDGE PIKE
    EAGLEVILLE,PA19403     		  PUBLIC CHARITY PROJECT HEARTH 18,750
    POTTSTOWN ATHLETIC CLUB
    21 N HANOVER STREET
    POTTSTOWN,PA19464     		  AAU ORGANIZATION FITNESSTOWN USA 15,833
    BOROUGH OF POTTSTOWN
    100 E HIGH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY WALK BIKE POTTSTOWN 349,000
    SCHUYLKILL RIVER GREENWAY ASSOCIATION
    140 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY BIKE POTTSTOWN PROGRAM 26,000
    Total .................................bullet 3b 409,583
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 1,802,093  
    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 2,707,332  
    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 4,509,425 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,509,425
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT 20,000 4,000   19,600

    TY 2014 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 74,522,203 74,522,203

    TY 2014 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 7,016,755 7,016,755
    PROGRAM RELATED INVESTMENT FMV 100,000 100,000

    TY 2014 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 7,597 7,597   0


    TY 2014 OtherDecreasesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Description Amount
       
       


    TY 2014 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 811 162   631
    COMMUNICATION AND EDUCATIONAL PROGRAMS 121,653 24,331   97,803
    OFFICE EXPENSE 14,235 2,847   12,035
    DUES AND MEMBERSHIPS 15,511 3,102   12,409
    INSURANCE 30,421 6,084   24,566
    POSTAGE 1,162 232   593
    WEBSITE LINK AND MAINTENANCE FEES 10,944 2,189   8,755
    EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE 30,864 6,173   27,832
    MISCELLANEOUS 613 123   492
    PROGRAM EXPENSES 73,719 0   73,481
    NONPROFIT EVENTS SUPPORT 27,187 0   27,412
    ACCOUNTING CARRYOVER 9,000 0   0
    PENSION PLAN - PMMC 72,123 0   0
    SEMINAR EXPENSE 130,058 0   132,008


    TY 2014 OtherIncreasesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS FOUNDATION
    EIN: 23-2344729
    Description Amount
       


    TY 2014 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 14,570,562 23,148,253


    TY 2014 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 81,361 81,361   0
    CONSULTING 153,708 30,742   100,722


    TY 2014 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 100,266 0   0
    PAYROLL TAXES 49,759 16,445   34,503