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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$79,590,740J 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) 2,657
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,048,486 2,048,486  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,377,492
b Gross sales price for all assets on line 6a 13,705,033
7 Capital gain net income (from Part IV, line 2)... 3,377,492
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........ 5,428,635 5,425,978  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 228,206 91,282   135,478
14 Other employee salaries and wages...... 562,566 124,504   435,497
15 Pension plans, employee benefits....... 172,420 42,255   121,477
16a Legal fees (attach schedule)......... Click to see attachment 3,732 3,732   0
b Accounting fees (attach schedule)....... Click to see attachment 22,000 4,400   2,800
c Other professional fees (attach schedule).... Click to see attachment 147,007 68,361   99,358
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 129,882 15,442   46,238
19 Depreciation (attach schedule) and depletion... 27,580 27,580  
20 Occupancy.............. 88,047 17,609   69,939
21 Travel, conferences, and meetings....... 43,811 8,762   44,181
22 Printing and publications.......... 15,223 3,045   7,469
23 Other expenses (attach schedule)....... Click to see attachment 612,986 50,203   461,292
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,053,460 457,175   1,423,729
25 Contributions, gifts, grants paid....... 2,732,467 2,858,625
26 Total expenses and disbursements. Add lines 24 and 25 4,785,927 457,175   4,282,354
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 642,708
b Net investment income (if negative, enter -0-) 4,968,803
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 102,082 140,281 140,281
2 Savings and temporary cash investments......... 70,176 42,562 42,562
3 Accounts receivable bullet40,000
Less: allowance for doubtful accounts bullet     40,000 40,000
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.......... 25,612 92,723 92,723
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 77,633,965 Click to see attachment77,589,007 77,589,007
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).......... 2,274,614 Click to see attachment1,537,929 1,537,929
14 Land, buildings, and equipment: basis bullet369,775
Less: accumulated depreciation (attach schedule) bullet307,135 70,495 62,640 62,640
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment85,598 Click to see attachment85,598
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 80,176,944 79,590,740 79,590,740
Liabilities 17 Accounts payable and accrued expenses.......... 356,938 362,101
18 Grants payable................. 201,158 75,000
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 attachment20,078,755 Click to see attachment23,480,293
23 Total liabilities (add lines 17 through 22)......... 20,636,851 23,917,394
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 59,540,093 55,673,346
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 59,540,093 55,673,346
31 Total liabilities and net assets/fund balances (see instructions). 80,176,944 79,590,740
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
59,540,093
2
Enter amount from Part I, line 27a .....................
2
642,708
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
68,293
4
Add lines 1, 2, and 3 ..........................
4
60,251,094
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,577,748
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
55,673,346
Form 990-PF (2018)
Form 990-PF (2018)
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 13,705,033   10,327,541 3,377,492
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       3,377,492
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 3,377,492
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))
2017 4,129,739 80,212,290 0.051485
2016 4,326,460 78,157,377 0.055356
2015 4,599,469 77,310,316 0.059494
2014 4,063,803 82,159,403 0.049462
2013 3,727,529 81,008,575 0.046014
2
Total of line 1, column (d) .....................
2
0.261811
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.052362
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
77,189,949
5
Multiply line 4 by line 3......................
5
4,041,820
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
49,688
7
Add lines 5 and 6........................
7
4,091,508
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,282,354
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 49,688
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 49,688
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 49,688
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 65,195
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 65,195
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 15,507
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet15,507 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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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     		228,206 65,397 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    KEITH HARRISON DO FAAFP MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    MYRA GEHRET FORREST ED D CHAIR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    TODD ALDERFER MEMBER-AT-LARGE
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    PHILIP COOK MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    LINDA FLEDERBACH MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    PETER GLENNON MEMBER
    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
    B DOUGLAS TRAINER VICE CHAIR
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    DEBORAH LEE SECRETARY
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    ADAM CONISH MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    JOHN FOSTER MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    SONIA FRECON MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    LORI MUSSON MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    JEFFREY SPARAGANA MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    ART GREEN MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    FRAN HEFFNER MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    MATT HOWALD MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    CARL LANDIS MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    NANCY MILLER MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    JUSTIN VALENTINE MEMBER
    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
    HOWARD BROWN PROGRAM OFFICER
    40.00     		113,179 34,654 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    CRAIG COLISTRA PROGRAM OFFICER
    40.00     		81,838 28,813 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    ROSEMARIE WALTERS OFFICE MANAGER
    40.00     		77,472 30,580 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    ASHIA COOPER PROGRAM OFFICER
    40.00     		79,739 6,252 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    LAURA DEFLAVIA CONTROLLER
    40.00     		64,227 13,647 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    PUBLIC HEALTH MANAGEMENT CORP HEALTHCARE CONSULTING 171,752
    1500 MARKET ST 1500
    PHILADELPHIA,PA19102
    THE ANDERSON GROUP COMMUNICATIONS CONSULTING 125,503
    879 FRITZTOWN ROAD
    SINKING SPRING,PA19608
    VERALON HEALTHCARE CONSULTING 73,278
    1628 JOHN F KENNEDY BLVD 500
    PHILADELPHIA,PA19103
    URBAN LAND INSTITUTE CONSULTING 65,000
    1818 MARKET STREET SUITE 3300
    PHILADELPHIA,PA19103
    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 (2018)
    Form 990-PF (2018)
    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
    78,156,767
    b
    Average of monthly cash balances.......................
    1b
    173,312
    c
    Fair market value of all other assets (see instructions)................
    1c
    35,351
    d
    Total (add lines 1a, b, and c).........................
    1d
    78,365,430
    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
    78,365,430
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,175,481
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    77,189,949
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,859,497
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,859,497
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    49,688
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    49,688
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,809,809
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,809,809
    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
    3,809,809
    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
    4,282,354
    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
    4,282,354
    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
    49,688
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,232,666
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 3,809,809
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 36,667
    c From 2015...... 797,761
    d From 2016...... 501,389
    e From 2017...... 201,012
    fTotal of lines 3a through e........ 1,536,829
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,282,354
    a Applied to 2017, 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 2018 distributable amount..... 3,809,809
    e Remaining amount distributed out of corpus 472,545
    5 Excess distributions carryover applied to 2018. 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 2,009,374
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,009,374
    10 Analysis of line 9:
    a Excess from 2014.... 36,667
    b Excess from 2015.... 797,761
    c Excess from 2016.... 501,389
    d Excess from 2017.... 201,012
    e Excess from 2018.... 472,545
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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:
    HOWARD BROWN CRAIG COLISTRA PROGRAM
    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 (2018)
    Form 990-PF (2018)
    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 COMMUNITY HEALTH CONNECTIONS 62,725
    BOROUGH OF POTTSTOWN
    100 E HIGH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO!, INFOCUS FILM FESITIVAL, MEMORIAL PARK AND WALK BIKE POTTSTOWN 30,500
    BOYERTOWN AREA SCHOOL DISTRICT
    911 MONTGOMERY AVENUE
    BOYERTOWN,PA19512     		  GOVERNMENT ENTITY BRAIN BODY CONNECTION 100,000
    BROOKSIDE MONTESSORI
    1075 ROUTE 100
    BECHTELSVILLE,PA19505     		  SCHOOL BE WELL 7,500
    CAMPHILL VILLAGE KIMBERTON HILLS
    PO BOX 1045
    KIMBERTON,PA19442     		  PUBLIC CHARITY AGING IN COMMUNITY PROGRAM 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 DISTRESS TO DE-STRESS & BEAUTY 25,700
    CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY
    PO BOX 706
    NORRISTOWN,PA19404     		  PUBLIC CHARITY FOSTERING RESILIENCY THROUGH FAMILY ADVOCACY 25,000
    CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA
    1485 VALLEY FORGE ROAD
    WAYNE,PA19087     		  GOVERNMENT ENTITY SCOUTING: WELLNESS, CITIZENSHIP, CHARACTER AND LEADERSHIP DEVELOPMENT FOR YOUTH IN POTTSTOWN -2,525
    DANIEL BOONE AREA SCHOOL DISTRICT
    321 N FURNACE ST SUITE 200
    BIRDSBORO,PA19508     		  GOVERNMENT ENTITY HEALTHY FOR A LIFETIME PROGRAM 95,000
    DEVELOPMENTAL ENTERPRISES CORP
    333 E AIRY STREET
    NORRISTOWN,PA19401     		  PUBLIC CHARITY HEALTHY EATING, HEALTHY LIVING 17,800
    DOUGLASS TOWNSHIP
    1320 EAST PHILADELPHIA AVENUE
    GILBERTSVILLE,PA19525     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! 6,000
    EXPRESSIVE THERAPY CONCEPTS INC
    125 PROSPECT STREET
    PHOENIXVILLE,PA19460     		  PUBLIC CHARITY SMASHVILLE BADMINTON: KIDS AND ADULT FITNESS PROGRAMMING 20,000
    FAMILY SERVICES OF MONTGOMERY COUNTY
    3125 RIDGE PIKE
    EAGLEVILLE,PA19403     		  PUBLIC CHARITY BUILDING RESILIENCE AMONG YOUNG PARENTS & PROJECT HEARTH 16,500
    FOUNDATION FOR BOYERTOWN EDUCATION
    911 MONTGOMERY AVENUE
    BOYERTOWN,PA19512     		  PUBLIC CHARITY ORGANIZATION SUSTAINABILITY 30,925
    FOUNDATION FOR POTTSTOWN EDUCATION
    230 BEECH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY EXECUTIVE DIRECTOR POSITION & PART TIME ADMINISTRATIVE ASSISTANT POSITION 40,000
    GREATER POTTSTOWN TENNIS ASSOCIATION
    PO BOX 935
    POTTSTOWN,PA19464     		  PUBLIC CHARITY GAME, SET COLLEGE AND TENNIS & EDUCATION CENTER 70,000
    HEALTH CARE ACCESS
    723 WHEATLAND STREET
    PHOENIXVILLE,PA19460     		  PRIVATE FOUNDATION HEALTH CARE ACCESS PROGRAMS 9,800
    HOBART'S RUN NEIGHBORHOOD DISTRICT
    860 BEECH STREET
    POTTSTOWN,PA19464     		  PRIVATE SCHOOL POTTSTOWN AREA SOCIAL INNOVATION LAB 15,000
    JULIAN DORSEY FOUNDATION
    1014 CHERRINGTON DRIVE
    HARRISBURG,PA17110     		  PUBLIC CHARITY STRENGTHENING THE INFRASTRUCTURE OF THE JT DORSEY FOUNDATION 15,000
    LAUREL HOUSE
    605 SWEDE STREET
    NORRISTOWN,PA19401     		  PUBLIC CHARITY POTTSTOWN AREA SERVICES 4,825
    MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY
    30 W BARNARD ST STE 1
    WEST CHESTER,PA19382     		  PUBLIC CHARITY HEALTHY START AND ACCESS TO BENEFITS FOR VULNERABLE FAMILIES IN POTTSTOWN 43,425
    MATERNITY CARE COALITION
    200 HAMILTON STREET SUITE 205
    PHILADELPHIA,PA19130     		  PUBLIC CHARITY POTTSTOWN EARLY HEAD START AND PARENTING INITIATIVE 50,000
    MEALS ON WHEELS OF CHESTER COUNTY INC
    3 EAST STOW ROAD
    MARLTON,NJ08053     		  PUBLIC CHARITY ASSISTANCE IN PURCHASING MEALS FOR NEEDY, HOMEBOUND INDIVIDUAL IN SPRING CITY 2,000
    MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION
    101 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  COLLEGE DENTAL SEALANT DAY 27,000
    NORTH COVENTRY TOWNSHIP
    845 S HANOVER ST
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! AND RIVERSIDE PARK BOAT DOCK REPLACEMENT 21,000
    OWEN J ROBERTS SCHOOL DISTRICT
    901 RIDGE ROAD
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY FIT FOR LIFE PROGRAM 85,000
    POTTSTOWN AREA POLICE ATHLETIC LEAGUE
    PO BOX 176
    POTTSTOWN,PA19464     		  PUBLIC CHARITY POTTSTOWN PAL 40,000
    POTTSTOWN ATHLETIC CLUB
    21 N HANOVER STREET
    POTTSTOWN,PA19464     		  AAU ORGANIZATION FITNESSTOWN USA III & PADDLE POOL 94,235
    POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES
    137 WALNUT STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY BUILDING A HEALTHY COMMUNITY 70,000
    POTTSTOWN DOWNTOWN IMPROVEMENT DISTRICT AUTHORITY
    17 N HANOVER STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY POTTSTOWN FARM 25,000
    POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMISSION
    PO BOX 311
    NORRISTOWN,PA19404     		  GOVERNMENT ENTITY POTTSTOWN REGION PARKS MINI GRANT PROGRAM 100,000
    POTTSTOWN SCHOOL DISTRICT
    230 BEECH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY HEALTHY SCHOOL COMMUNITIES INITIATIVE 230,000
    PRESERVATION POTTSTOWN
    1304 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY MOSAIC COMMUNITY GARDEN 2019 94,250
    PROJECT PURPOSE
    699 NORTH PLEASANTVIEW ROAD
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PROJECT PURPOSE 60,000
    ROYERSFORD OUTREACH
    350 MAIN STREET
    ROYERSFORD,PA19468     		  PUBLIC CHARITY GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS 20,000
    SCHUYLKILL RIVER GREENWAY ASSOCIATION
    140 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY CIRCUIT RIDER 109,858
    SPRING VALLEY HEAT
    2965 E HIGH ST
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PA HEAT ALLSTARS -10,000
    SPRING-FORD AREA SCHOOL DISTRICT
    857 S LEWIS ROAD
    ROYERSFORD,PA19468     		  GOVERNMENT ENTITY WELLNESS MATTERS! 55,000
    SPRING-FORD COUNSELING SERVICES
    201 N 4TH AVE
    ROYERSFORD,PA19468     		  SCHOOL SIGNS OF SUICIDE 6,978
    THE PENNSLYVANIA STATE UNIVERSITY
    110 TECHNOLOGY CENTER BLDG
    UNIVERSITY PAKR,PA16802     		  COLLEGE CUSTOM MODULE DEVELOPMENT FOR TRAUMA AWARENESS TRAINING 18,576
    TRELLIS FOR TOMORROW
    707 EAGLEVIEW BLVD SUITE 105
    EXTON,PA19341     		  PUBLIC CHARITY YOUTH PROGRAMS FOR HEALTH AND WELL-BEING 60,000
    TOWNSHIP OF UPPER POTTSGROVE
    1409 FARMINGTON AVENUE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY ON YOUR PARK, GET SET, GO! 6,000
    TRICOUNTY ACTIVE ADULT CENTER
    288 MOSER ROAD
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PRIME TIME HEALTH - MAKING HEALTHIER LIVES POSSIBLE FOR OLDER ADULTS 60,000
    TRICOUNTY AREA CHAMBER OF COMMERCE FOUNDATION INC
    152 E HIGH STREET SUITE 360
    POTTSTOWN,PA19464     		  CHAMBER OF COMMERCE WORKSITE WELLNESS INITIATIVE 17,094
    TRICOUNTY COMMUNITY NETWORK
    260 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY COMMUNITY CAMP, POTTSTOWN CHILDREN'S DISCOVERY CENTER AND COMMUNITY COLLABORATIVE AND CAPACITY BUILDING 210,060
    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 33,721
    VALLEY FORGE TOURISM & CONVENTION BOARD
    1000 FIRST AVE SUITE 101
    KING OF PRUSSIA,PA19406     		  PUBLIC CHARITY 2019 VALLEY FORGE INVITATIONAL 50,500
    VISITING NURSE ASSOCIATION
    1963 E HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PERSONAL NAVIGATOR PROGRAM WITH EXPANDED LEGAL SUPPORT 25,000
    WELLNESS COUNCIL OF BOYERTOWN
    PO BOX 87
    GILBERTSVILLE,PA19525     		  PUBLIC CHARITY CONTINUING TO CREATE A CULTURE OF WELLNESS & PROFESSIONAL DEVELOPMENT SOFTWARE FOR NON-PROFIT FUNDRAISING 20,000
    WEST-MONT CHRISTIAN ACADEMY
    873 SOUTH HANOVER STREET
    POTTSTOWN,PA19465     		  SCHOOL PHYSICAL AND MENTAL RESILIENCY PROGRAM 40,000
    YWCA TRI-COUNTY AREA
    315 KING STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PHASE 2 STRATEGIC PLAN IMPLEMENTATION & YW HEALTHY PATHWAYS PROJECT 110,708
    BOYERTOWN AREA MULTI-SERVICE INC
    200 WEST SPRING STREET
    BOYERTOWN,PA19512     		  PUBLIC CHARITY FOOD ACCESS PROGRAMMING FOR WELLNESS 40,000
    COLEBROOKDALE RAILROAD PRESERVATION TRUST
    100 S CHESTNUT STREET
    BOYERTOWN,PA19512     		  PUBLIC CHARITY COMMUNITY RECREATION CENTER IN MEMORIAL PARK 120,000
    COMMUNITY HEALTH AND DENTAL CARE
    351 W SCHUYLKILL RD SUITE G-15A
    POTTSTOWN,PA19465     		  PUBLIC CHARITY SEALANT PROJECT 5,000
    COVENTRY CHRISTIAN SCHOOL
    699 NORTH PLEASANTVIEW ROAD
    POTTSTOWN,PA19464     		  PRIVATE SCHOOL CCS WELLNESS IMPROVEMENT PROJECT 15,000
    EAST COVENTRY TOWNSHIP PARKS AND RECREATION
    855 ELLIS WOODS ROAD
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY FINDING YOUR WAY TO OUR PARKS 20,000
    FREDERICK MENNONITE COMMUNITY
    PO BOX 498
    FREDERICK,PA19435     		  PUBLIC CHARITY COLLABORATIVE MONTESSORI INSPIRED DEMENTIA TRAINING 6,000
    GRACE EARLY LEARNING CENTER
    660 N CHARLOTTE ST
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PLAYGROUND RUBBERIZED SURFACING 10,000
    GREEN VALLEYS ASSOCIATION
    1368 PRIZER ROAD
    POTTSTOWN,PA19465     		  PUBLIC CHARITY OUTDOOR EDUCATION PROGRAMS AT POTTSTOWN SCHOOLS 1,500
    HABITAT FOR HUMANITY
    533 FOUNDRY ROAD
    NORRISTOWN,PA19403     		  PUBLIC CHARITY POTTSTOWN RESIDENT LEADERSHIP TRAINING AND NEIGHBORHOOD REVITALIZATION 10,000
    MICHAELS COMMUNITY SERVICES CORPORATION
    3 EAST STOW ROAD
    MARLTON,NJ08053     		  PUBLIC CHARITY FOOD SECURITY FOR RESIDENTS OF ROLLING HILLS APARTMENTS 10,000
    MOTHER GOOSE - READ TO ME
    1439 S 2ND STREET
    PHILADELPHIA,PA19147     		  PUBLIC CHARITY EXPANDED FREE BOOKS 1,500
    OLIVET BOYS AND GIRLS CLUB
    1161 PERSHING BLVD
    READING,PA19611     		  PUBLIC CHARITY TRIPLE PLAY/WEEKEND HOURS 110,000
    POPE JOHN PAUL II HIGH SCHOOL
    181 RITTENHOUSE RD
    ROYERSFORD,PA19468     		  PRIVATE SCHOOL PJP II WELL-BEING INITIATIVE 7,500
    POTTSTOWN PUBLIC LIBRARY
    550 E HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY CREATING HEALTHY AND INFORMED PATRONS THROUGH COLLECTION DEVELOPMENT OF ADULT, TEEN AND JUVENILE NON-FICTION RESOURCES 8,500
    SAVE ALLIANCE FOUNDATION
    35 KING ROAD
    GREEN LANE,PA18054     		  PUBLIC CHARITY YOUTH GROW 32,500
    SHARE FOOD PROGRAM INC
    2901 W HUNTING PARK AVENUE
    PHILADELPHIA,PA19129     		  PUBLIC CHARITY MONTCO ANTI-HUNGER NETWORK REQUEST FOR GENERAL OPERATING FUNDS 5,000
    ST CATHERINE OF SIENA SCHOOL
    2330 PERKIOMEN AVENUE
    READING,PA19606     		  CATHOLIC SCHOOL OPERATION RECESS REBOOT - AN INCLUSIVE PLAYGROUND PROJECT 10,000
    WORK OPENS RESOURCES KEY TO SUCCESS
    2589 WILLOW BROOK LN
    POTTSTOWN,PA19464     		  PUBLIC CHARITY ROAD TO GROWTH 70,000
    STRIVE INITIATIVE INC
    PO BOX 1511
    POTTSTOWN,PA19464     		  PUBLIC CHARITY IN SUPPORT OF THE ORGANIZATION 5,000
    WASHINGTON TOWNSHIP
    120 BARTO ROAD
    BARTO,PA19504     		  GOVERNMENT ENTITY RETURNED GRANT DOLLARS -4,280
    POTTSTOWN DOWNTOWN IMPROVEMENT DISTRICT AUTHORITY
    17 N HANOVER STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY RETURNED GRANT DOLLARS -24,250
    WELLNESS COUNCIL OF BOYERTOWN
    PO BOX 87
    GILBERTSVILLE,PA19525     		  PUBLIC CHARITY RETURNED GRANT DOLLARS -10,000
    Total .................................bullet 3a 2,858,625
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2,048,486  
    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 3,377,492  
    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 5,425,978 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,425,978
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT 22,000 4,400   2,800

    TY 2018 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 77,589,007 77,589,007

    TY 2018 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 1,437,929 1,437,929
    PROGRAM RELATED INVESTMENT FMV 100,000 100,000

    TY 2018 LegalFeesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,732 3,732   0


    TY 2018 OtherAssetsSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER RECEIVABLES 0 85,598 85,598


    TY 2018 OtherDecreasesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 243,080
    PENSION EXPENSE - NONOPERATING EXPENSE 4,334,668


    TY 2018 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 979 196   697
    COMMUNICATION AND EDUCATIONAL PROGRAMS 123,217 24,643   82,047
    OFFICE EXPENSE 13,329 2,666   14,515
    DUES AND MEMBERSHIPS 11,776 2,355   16,281
    INSURANCE 30,430 6,086   24,396
    POSTAGE 1,867 373   2,090
    WEBSITE LINK AND MAINTENANCE FEES 14,310 2,862   11,151
    EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE 50,082 10,016   38,412
    MISCELLANEOUS 5,031 1,006   5,235
    PROGRAM EXPENSES 228,370 0   242,273
    NONPROFIT EVENTS SUPPORT 22,833 0   24,195
    ACCOUNTING CARRYOVER 9,600 0   0
    PENSION PLAN - PMMC 63,052 0   0
    SEMINAR EXPENSE 38,110 0   0


    TY 2018 OtherIncreasesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Description Amount
    EAST AUXILIARY GIFT SHOP - NONOPERATING INCOME 8,293
    CREATIVE HEALTH SERVICES REIMBURSEMENT 60,000


    TY 2018 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 20,078,755 23,480,293


    TY 2018 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 48,700 48,700   0
    CONSULTING 98,307 19,661   99,358


    TY 2018 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 61,648 15,442   46,238
    EXCISE TAX 68,234 0   0