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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$77,787,966J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 1,687
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,762,820 1,762,820  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,028,295
b Gross sales price for all assets on line 6a 8,360,238
7 Capital gain net income (from Part IV, line 2)... 2,028,295
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)....... Click to see attachment 3,900 0  
12 Total. Add lines 1 through 11........ 3,796,702 3,791,115  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 217,932 87,173   130,682
14 Other employee salaries and wages...... 537,804 147,653   382,846
15 Pension plans, employee benefits....... 117,184 31,748   88,962
16a Legal fees (attach schedule)......... Click to see attachment 20,802 20,802   0
b Accounting fees (attach schedule)....... Click to see attachment 20,000 4,000   16,000
c Other professional fees (attach schedule).... Click to see attachment 307,669 194,988   163,719
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 57,258 15,513   40,086
19 Depreciation (attach schedule) and depletion... 22,230 22,230  
20 Occupancy.............. 77,436 15,487   67,430
21 Travel, conferences, and meetings....... 59,241 11,848   49,413
22 Printing and publications.......... 14,815 2,963   11,790
23 Other expenses (attach schedule)....... Click to see attachment 531,679 46,345   386,891
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,984,050 600,750   1,337,819
25 Contributions, gifts, grants paid....... 3,011,591 3,293,554
26 Total expenses and disbursements. Add lines 24 and 25 4,995,641 600,750   4,631,373
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,198,939
b Net investment income (if negative, enter -0-) 3,190,365
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 86,026 74,331 74,331
2 Savings and temporary cash investments......... 132,030 67,955 67,955
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.......... 42,439 18,310 18,310
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 74,522,203 Click to see attachment72,564,493 72,564,493
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).......... 7,116,755 Click to see attachment5,026,928 5,026,928
14 Land, buildings, and equipment: basis bullet272,949
Less: accumulated depreciation (attach schedule) bullet237,000 43,657 35,949 35,949
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 81,943,110 77,787,966 77,787,966
Liabilities 17 Accounts payable and accrued expenses.......... 459,916 376,722
18 Grants payable.................. 611,751 329,789
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 attachment23,148,253 Click to see attachment31,280,953
23 Total liabilities (add lines 17 through 22)......... 24,219,920 31,987,464
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 57,723,190 45,800,502
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)..... 57,723,190 45,800,502
31 Total liabilities and net assets/fund balances (see instructions). 81,943,110 77,787,966
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
57,723,190
2
Enter amount from Part I, line 27a .....................
2
-1,198,939
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
68,131
4
Add lines 1, 2, and 3 ..........................
4
56,592,382
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,791,880
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
45,800,502
Form 990-PF (2015)
Form 990-PF (2015)
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 8,360,238   6,331,943 2,028,295
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       2,028,295
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 2,028,295
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))
2014 4,063,803 82,159,403 0.049462
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
2
Total of line 1, column (d) .....................
20.240589
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
0.048118
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
77,310,316
5
Multiply line 4 by line 3......................
5
3,720,018
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
31,904
7
Add lines 5 and 6........................
7
3,751,922
8
Enter qualifying distributions from Part XII, line 4.............
8
4,631,373
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 31,904
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 31,904
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 31,904
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 40,340
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 40,340
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 8,436
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet8,436 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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 PRESIDENT
    40.00     		217,932 30,770 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
    KEITH HARRISON DO FAAFP SECRETARY
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    MYRA GEHRET FORREST ED D 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
    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
    MATTHEW CAPPELLETTI 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
    DEBORAH LEE 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     		130,096 24,682 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    LAURA DEFLAVIA CONTROLLER
    40.00     		111,825 10,683 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    ROSEMARIE WALTERS OFFICE MANAGER
    40.00     		70,713 17,109 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    ASHLEY PULTORAK PROGRAM OFFICER
    40.00     		73,733 8,121 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 GRANTS EVALUATION CONSULTANT 55,372
    1901 S 9TH ST RM 219F
    PHILADELPHIA,PA19148
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    78,289,032
    b
    Average of monthly cash balances.......................
    1b
    160,906
    c
    Fair market value of all other assets (see instructions)................
    1c
    37,692
    d
    Total (add lines 1a, b, and c).........................
    1d
    78,487,630
    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
    78,487,630
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,177,314
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    77,310,316
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,865,516
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    3,865,516
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    31,904
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,904
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,833,612
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,833,612
    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
    3,833,612
    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
    4,631,373
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    4,631,373
    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
    31,904
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,599,469
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 3,833,612
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 16,979
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014...... 36,667
    fTotal of lines 3a through e........ 53,646
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 4,631,373
    a Applied to 2014, 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 2015 distributable amount..... 3,833,612
    e Remaining amount distributed out of corpus 797,761
    5 Excess distributions carryover applied to 2015. 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 5 851,407
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		16,979
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		834,428
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 36,667
    e Excess from 2015.... 797,761
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 (2015)
    Form 990-PF (2015)
    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 ACLAMO COMMUNITY HEALTH CONNECTIONS 45,000
    BOROUGH OF BOYERTOWN
    100 S WASHINGTON STREET
    BOYERTOWN,PA19512     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! 2,500
    BOROUGH OF POTTSTOWN
    100 E HIGH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY BIKE POTTSTOWN SHELTER, BOARD MEMBER MEMORIAL & WALK BIKE POTTSTOWN 224,409
    BOYERTOWN AREA COMMUNITY WELLNESS COUNCIL
    PO BOX 87
    GILBERTSVILLE,PA19525     		  PUBLIC CHARITY COMPLETE WELLNESS FOR ALL 45,000
    BOYERTOWN AREA SCHOOL DISTRICT
    911 MONTGOMERY AVENUE
    BOYERTOWN,PA19512     		  GOVERNMENT ENTITY BRAIN BODY CONNECTION 90,000
    BOYERTOWN BRANCH - PHILADELPHIA FREEDOM VALLEY YMCA
    301 W SPRING STREET
    BOYERTOWN,PA19512     		  PUBLIC CHARITY GYMNASTICS PROGRAM ENHANCEMENT & DEVELOPMENT & IMPROVEMENTS TO BOYERTOWN POOL 38,000
    BROOKSIDE 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 DANCING DRIBBLING FUSION 15,000
    CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY
    PO BOX 706
    NORRISTOWN,PA19404     		  PUBLIC CHARITY FAMILY ADVOCATE PROGRAM 22,620
    CHILD HOME & COMMUNITY
    144 WOOD STREET
    DOYLESTOWN,PA18901     		  PUBLIC CHARITY ADOLESCENT, PRENATAL, PARENTING & SUPPORT CONTINUUM 11,000
    COMMUNITIES IN MOTION
    1012 W 8TH STREET SUITE A
    KING OF PRUSSIA,PA19406     		  PUBLIC CHARITY TRAFFIC SAFETY TOWN PROGRAM 15,000
    COMMUNITY HEALTH & DENTAL CARE INC
    11 ROBINSON STREET SUITE 100
    POTTSTOWN,PA19464     		  PUBLIC CHARITY CHDC INITIATIVES 45,000
    COUNCIL ON CHEMICAL ABUSE INC
    601 PENN STREET
    READING,PA19601     		  PUBLIC CHARITY LIFESKILLS TRAINING FOR DANIEL BOONE SCHOOL DISTRICT 10,000
    COVENTRY CHRISTIAN SCHOOL
    699 NORTH PLEASANTVIEW ROAD
    POTTSTOWN,PA19464     		  SCHOOL PROJECT PURPOSE & EVENT CENTER EXPANSION 109,700
    CREATIVE HEALTH SERVICES
    11 ROBINSON STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY HEALTHY WEIGHT, HEALTHY FAMILIES PROGRAM 202,850
    DANIEL BOONE AREA SCHOOL DISTRICT
    321 N FURNACE ST SUITE 200
    BIRDSBORO,PA19508     		  GOVERNMENT ENTITY HEALTHY FOR A LIFETIME PROGRAM 72,500
    DEVELOPMENTAL ENTERPRISES CORP
    333 E AIRY STREET
    NORRISTOWN,PA19401     		  PUBLIC CHARITY HEALTHY EATING, HEALTHY LIVING 16,000
    EXETER TOWNSHIP
    4975 DEMOSS ROAD
    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 & DOCUMENTING HEALTH BENEFITS 17,950
    FALKNER SWAMP NURSERY SCHOOL
    1809 HOFFMANSVILLE ROAD
    SASSAMANSVILLE,PA19472     		  SCHOOL FSNS HEALTH AND WELLNESS PROPOSAL 5,700
    FAMILY SERVICES OF MONTGOMERY COUNTY
    3125 RIDGE PIKE
    EAGLEVILLE,PA19403     		  PUBLIC CHARITY RESILIENCY PROJECT & PROJECT HEARTH 35,878
    FIRST BAPTIST CHURCH
    301 KING STREET
    POTTSTOWN,PA19464     		  CHURCH HANDICAP ACCESSIBLE 3,650
    FOUNDATION FOR BOYERTOWN EDUCATION
    911 MONTGOMERY AVENUE
    BOYERTOWN,PA19512     		  PUBLIC CHARITY BOARD DEVELOPMENT 1,500
    FOUNDATION FOR POTTSTOWN EDUCATION
    230 BEECH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY EXECUTIVE DIRECTOR POSITION & PART TIME ADMINISTRATIVE ASSISTANT & DONOR FUNDRAISING SOFTWARE 80,540
    GOALS OVER OBSTACLES
    454 WALNUT STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY SKILLS ACADEMY 10,000
    GREATER BERKS FOOD BANK
    117 MORGAN DRIVE
    READING,PA19608     		  PUBLIC CHARITY BRINGING MORE TO THE TABLE CAPITAL CAMPAIGN 12,500
    GREATER POTTSTOWN TENNIS ASSOCIATION
    PO BOX 935
    POTTSTOWN,PA19464     		  PUBLIC CHARITY TENNIS PROGRAMS FOR ALL AGES, LEVELS & ABILITIES 66,000
    GREEN VALLEYS ASSOCIATION
    1368 PRIZER ROAD
    POTTSTOWN,PA19465     		  PUBLIC CHARITY OUTDOOR AND ENVIRONMENTAL EDUCATION PROGRAMS 2,000
    HEALTH CARE ACCESS
    723 WHEATLAND STREET
    PHOENIXVILLE,PA19460     		  PRIVATE FOUNDATION HEALTH CARE ACCESS PROGRAMS 15,000
    HIP HOP INC
    1314 EAST HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY HIP HOP HEALTH & ANTI-BULLYING PROGRAM 55,794
    JULIAN DORSEY FOUNDATION
    1014 CHERRINGTON DRIVE
    HARRISBURG,PA17110     		  PUBLIC CHARITY BUILDNG A BROADER POTTSTOWN 20,000
    LIMERICK TOWNSHIP
    645 WEST RIDGE PIKE
    LIMERICK,PA19468     		  GOVERNMENT ENTITY LIMERICK CENTER ROAD SIDEWALK CONNECTION 50,000
    MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY
    30 W BARNARD STREET SUIT 1
    WEST CHESTER,PA19382     		  PUBLIC CHARITY HEALTHY START AND FAMILY BENEFITS PROGRAMS 45,000
    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
    NORTH COVENTRY TOWNSHIP
    845 S HANOVER STREET
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY COVENTRY TRAIL/PIGEON CREEK PEDESTRIAN BRIDGE 25,000
    OLIVET BOYS & GIRLS CLUB
    1161 PERSHING BLVD
    READING,PA19611     		  PUBLIC CHARITY A BODY, MIND & SOUL APPROACH TO YOUTH HEALTH & WELLNESS 94,915
    OWEN J ROBERTS SCHOOL DISTRICT
    901 RIDGE ROAD
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY FIT FOR LIFE PROGRAM 90,000
    PARENT BOOSTER USA INC
    107 WOODBROOK DRIVE
    DOUGLASSVILLE,PA19518     		  PUBLIC CHARITY REPLACING WEIGHTLIFTING EQUIPMENT & ROOM REFURBISHMENT FOR DANIEL BOONE HIGH SCHOOL 30,068
    PERKIOMEN VALLEY SCHOOL DISTRICT
    509 GRAVEL PIKE RD
    COLLEGEVILLE,PA19464     		  GOVERNMENT ENTITY PERKIOMEN VALLEY VIKINGS VITALITY PROGRAM 35,000
    POTTSGROVE SCHOOL DISTRICT
    1301 KAUFFMAN ROAD
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY STUDENT RESILENCY: PART II 25,560
    POTTSTOWN AREA INDUSTRIAL DEVELOPMENT INC
    152 EAST HIGH STREET SUITE 360
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY PAID OPERATIONS 160,000
    POTTSTOWN AREA POLICE ATHLETIC LEAGUE
    PO BOX 176
    POTTSTOWN,PA19464     		  PUBLIC CHARITY GENERAL OPERATING & PAL YOUTH PROGRAMS FOR HEALTH, WELLNESS & LEADERSHIP DEVELOPMENT 75,720
    POTTSTOWN AREA SENIORS' CENTER
    288 MOSER ROAD
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PRIME TIME HEALTH 45,000
    POTTSTOWN BRANCH - PHILADELPHIA FREEDOM VALLEY YMCA
    724 ADAMS STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY SPORTS COURT 18,490
    POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES
    137 WALNUT STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PROGRAM SUPPORT FOR HEALTHY AND SUSTAINABLE LIVING & CAPACITY SUPPORT FOR ORGANIZATIONAL SUSTAINABILITY 57,050
    POTTSTOWN ATHLETIC CLUB
    21 N HANOVER STREET
    POTTSTOWN,PA19464     		  AAU ORGANIZATION FITNESSTOWN USA 15,833
    POTTSTOWN DOWNTOWN IMPROVEMENT DISTRICT AUTHORITY
    17 N HANOVER STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY POTTSTOWN OUTDOOR FARMER'S MARKET 10,000
    POTTSTOWN KARATE CLUB
    21 N HANOVER STREET
    POTTSTOWN,PA19464     		  AAU ORGANIZATION CAPACITY BUILDING & PROGRAM MANAGEMENT 38,800
    POTTSTOWN MERCURY FOUNDATION
    24 N HANOVER STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY FIT FOR LIFE SUPPORT 32,100
    POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMISSION
    PO BOX 311
    NORRISTOWN,PA19404     		  GOVERNMENT ENTITY POTTSTOWN REGION PARKS MINI GRANT PROGRAM 83,821
    POTTSTOWN PARKS & REC FOUNDATION
    100 E HIGH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY POTTSTOWN RUMBLE TECHNOLOGY & FIELD RENOVATION SUPPORT 6,500
    POTTSTOWN SCHOOL DISTRICT
    230 BEECH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY HEALTHY SCHOOL COMMUNITIES INITIATIVE 100,000
    POTTSTOWN SCHOOL DISTRICT
    230 BEECH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY PEAK HEALTH & WELLLNESS INITIATIVE 98,000
    PRESERVATION POTTSTOWN
    1304 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY COMMUNITY GARDEN EXPANSION AND CAPCITY BUILDING 98,000
    ROYERSFORD OUTREACH
    350 MAIN STREET
    ROYERSFORD,PA19468     		  PUBLIC CHARITY GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS 20,000
    SCHUYLKILL RIVER ATHLETIC CLUB
    21 N HANOVER STREET
    POTTSTOWN,PA19464     		  AAU ORGANIZATION COMMUNITY RECREATION WATER ATHLETICS PROGRAM 25,000
    SCHUYLKILL RIVER GREENWAY ASSOCIATION
    140 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY BIKE POTTSTOWN PROGRAM & PROMOTING KAYAKING IN POTTSTOWN & CIRCUIT RIDER 59,801
    SOUTH COVENTRY TOWNSHIP
    1371 NEW PHILADELPHIA ROAD
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! & T.S. ELLIOTT SITE 15,785
    SPRING-FORD AREA SCHOOL DISTRICT
    857 S LEWIS ROAD
    ROYERSFORD,PA19468     		  GOVERNMENT ENTITY WELLNESS MATTERS! 70,000
    SPRING-FORD COUNSELING SERVICES
    201 N FOURTH AVENUE SUITE 101
    ROYERSFORD,PA19468     		  PUBLIC CHARITY SIGNS OF SUICIDE PREVENTION PROGRAM 11,000
    ST ALOYSIUS SCHOOL
    220 N HANOVER STREET
    POTTSTOWN,PA19464     		  CATHOLIC SCHOOL HEALTH IN MIND, BODY AND SPIRIT 15,000
    THE BLAZER FOUNDATION
    PO BOX 110
    DOUGLASSVILLE,PA19518     		  PUBLIC CHARITY AMITY ELEMENTARY CENTER NATURE INITIATIVE 30,000
    THE PENNSLYVANIA STATE UNIVERSITY
    110 TECHNOLOGY CENTER BLDG
    UNIVERSITY PAKR,PA16802     		  COLLEGE PATHWAY TO QUALITY: BETTER KID CARE & AFTER SCHOOL PROGRAMS AT PARK SPRINGS APARTMENTS 60,000
    THE SAVE ALLIANCE FOUNDATION
    35 KING ROAD
    GREEN LANE,PA18054     		  PUBLIC CHARITY REGIONAL OUTREACH PROGRAM 12,950
    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 15,000
    TOWNSHIP OF UPPER POTTSGROVE
    1409 FARMINGTON AVE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! 10,000
    TRICOUNTY COMMUNITY NETWORK
    260 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY COMMUNITY COLLABORATIVE 125,000
    TRINITY EVANGELICAL CONGREGATION CHURCH
    250 SWINEHART RD BOX 541
    BOYERTOWN,PA19512     		  CHURCH GOD'S COMMUNITY GARDEN 10,000
    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 WITH EXPANDED LEGAL SUPPORT 25,000
    WEST-MONT CHRISTIAN ACADEMY
    873 SOUTH HANOVER STREET
    POTTSTOWN,PA19465     		  SCHOOL HEALTHY MINDS, HEALTHY BODIES 24,000
    WEST POTTSGROVE TOWNSHIP
    980 GROSSTOWN ROAD
    STOWE,PA19464     		  GOVERNMENT ENTITY AQUATIC PROGRAMS AT WEST POTTSGROVE TOWNSHIP COMMUNITY POOL 14,000
    YOUNG AUDIENCES NJ & EASTERN PA
    200 FORRESTAL ROAD
    PRINCETON,NJ08540     		  PUBLIC CHARITY JUMP WITH JILL NUTRITION EDUCATION INITIATIVE 10,000
    YWCA TRI-COUNTY AREA
    315 KING STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY MISSION IMPACT SUPPORT 60,000
    RETURNED GRANT DOLLARS - MONTGOMERY COUNTY COMMUNITY COLLEGE
    101 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  COLLEGE SERVICE LEARNING TO BUILD THE CAPACITY OF COMMUNITY-BASED NON-PROFIT ORGANIZATIONS -13,645
    RETURNED GRANT DOLLARS - BOYERTOWN LIBRARY
    25 E PHILADELPHIA AVENUE
    BOYERTOWN,PA19512     		  PUBLIC CHARITY COMMUNITY SEXUAL ABUSE AWARENESS -360
    RETURNED GRANT DOLLARS - VNA COMMUNITY SERVICES INC
    1963 E HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY INCREASING OPPORTUNITIES FOR STAFF AND VOLUNTEER DEVELOPMENT -10,000
    Total .................................bullet 3a 3,293,554
    bApproved for future payment
    COLEBROOKDALE RAILROAD PRESERVATION TRUST
    43 S CHESTNUT STREET
    BOYERTOWN,PA19512     		  PUBLIC CHARITY SECRET VALLEY GREENWAY TRAIL PLANNING AND IMPLEMENTATION PHASE 1 10,000
    Total .................................bullet 3b 10,000
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 1,762,820  
    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 2,028,295  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aSOCIAL/EMOTIONAL TOOLKIT SALES     		        3,900
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,791,115 3,900
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,795,015
    (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.)
    11 SOCIAL/EMOTIONAL TOOLKITS CONTRIBUTE TO THE ACCOMPLISHMENT OF THE
    11 ORGANIZATION'S EXEMPT PURPOSES.
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 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   16,000

    TY 2015 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 72,564,493 72,564,493

    TY 2015 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 4,926,928 4,926,928
    PROGRAM RELATED INVESTMENT FMV 100,000 100,000

    TY 2015 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 20,802 20,802   0


    TY 2015 OtherDecreasesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 2,376,616
    PENSION EXPENSE - NONOPERATING EXPENSE 8,415,264


    TY 2015 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 970 194   728
    COMMUNICATION AND EDUCATIONAL PROGRAMS 112,284 22,457   95,241
    OFFICE EXPENSE 14,944 2,989   11,866
    DUES AND MEMBERSHIPS 16,068 3,214   12,854
    INSURANCE 30,753 6,151   24,602
    POSTAGE 1,529 306   1,319
    WEBSITE LINK AND MAINTENANCE FEES 11,189 2,238   8,951
    EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE 35,992 7,198   34,318
    MISCELLANEOUS 7,988 1,598   6,390
    PROGRAM EXPENSES 84,106 0   59,570
    NONPROFIT EVENTS SUPPORT 28,655 0   28,655
    ACCOUNTING CARRYOVER 12,064 0   106
    PENSION PLAN - PMMC 72,252 0   0
    SEMINAR EXPENSE 102,885 0   102,291


    TY 2015 OtherIncomeSchedule2
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SOCIAL/EMOTIONAL TOOLKIT SALES 3,900   3,900


    TY 2015 OtherIncreasesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Description Amount
    WRITE OFF OF HOSPITAL LIABILITIES - NONOPERATING INCOME 68,131


    TY 2015 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 23,148,253 31,280,953


    TY 2015 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 166,818 166,818   0
    CONSULTING 140,851 28,170   163,719


    TY 2015 TaxesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 57,258 15,513   40,086