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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
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$70,931,339J 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) 215,442
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,952,621 1,952,621  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,374,941
b Gross sales price for all assets on line 6a 17,222,900
7 Capital gain net income (from Part IV, line 2)... 2,374,941
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 10,025 0  
12 Total. Add lines 1 through 11........ 4,553,029 4,327,562  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 261,516 64,673   156,909
14 Other employee salaries and wages...... 815,601 201,661   648,958
15 Pension plans, employee benefits....... 292,199 59,944   195,131
16a Legal fees (attach schedule)......... Click to see attachment 22,606 22,606   0
b Accounting fees (attach schedule)....... Click to see attachment 23,000 4,600   16,000
c Other professional fees (attach schedule).... Click to see attachment 417,004 179,772   247,074
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 103,435 0   0
19 Depreciation (attach schedule) and depletion... 20,302 20,302  
20 Occupancy.............. 106,771 21,354   78,614
21 Travel, conferences, and meetings....... 14,147 2,829   12,547
22 Printing and publications.......... 3,949 790   295
23 Other expenses (attach schedule)....... Click to see attachment 563,606 55,214   409,093
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,644,136 633,745   1,764,621
25 Contributions, gifts, grants paid....... 2,963,220 2,721,470
26 Total expenses and disbursements. Add lines 24 and 25 5,607,356 633,745   4,486,091
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,054,327
b Net investment income (if negative, enter -0-) 3,693,817
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 149,196 354,934 354,934
2 Savings and temporary cash investments......... 38,935 403,470 403,470
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.......... 130,000 36,581 36,581
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 87,397,788 Click to see attachment69,546,316 69,546,316
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).......... 711,467 Click to see attachment551,373 551,373
14 Land, buildings, and equipment: basis bullet411,105
Less: accumulated depreciation (attach schedule) bullet372,440 40,681 38,665 38,665
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 88,468,067 70,931,339 70,931,339
Liabilities 17 Accounts payable and accrued expenses.......... 139,798 235,075
18 Grants payable................. 40,000 281,750
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 attachment17,005,461 Click to see attachment14,068,455
23 Total liabilities (add lines 17 through 22)......... 17,185,259 14,585,280
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 71,282,808 56,346,059
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 71,282,808 56,346,059
30 Total liabilities and net assets/fund balances (see instructions). 88,468,067 70,931,339
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
71,282,808
2
Enter amount from Part I, line 27a .....................
2
-1,054,327
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,715,380
4
Add lines 1, 2, and 3 ..........................
4
71,943,861
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
15,597,802
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
56,346,059
Form 990-PF (2021)
Form 990-PF (2021)
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 17,222,900   14,847,959 2,374,941
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       2,374,941
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 2,374,941
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 51,344
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 51,344
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 49,231
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 49,231
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 46
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,159
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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     		261,516 45,097 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
    B DOUGLAS TRAINER CHAIRMAN
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    DEBORAH LEE MEMBER
    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
    SONIA FRECON MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    LORI REINHART 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
    ARTHUR GREEN MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    FRANCES HEFFNER MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    MATTHEW 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
    JOHN BUCKLEY MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    JOSE FERNANDEZ MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    WILLIAM TADDONIO MEMBER
    5.00     		0 0 0
    152 EAST HIGH STREET SUITE 500
    POTTSTOWN,PA19464
    WIN SOMBOONSONG 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     		133,710 24,851 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    CRAIG COLISTRA PROGRAM OFFICER
    40.00     		98,428 26,282 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    ASHIA COOPER PROGRAM OFFICER
    40.00     		92,573 22,516 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    ROSEMARIE WALTERS OFFICE MANAGER
    40.00     		105,481 6,676 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    MICHAEL JAMGOCHIAN CONTROLLER
    40.00     		98,182 13,568 0
    152 E HIGH ST STE 500
    POTTSTOWN,PA19464
    Total number of other employees paid over $50,000...................bullet 8
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    VERALON HEALTHCARE CONSULTING 151,455
    THREE BALA PLAZA WEST UNIT 702
    BALA CYNWYD,PA19004
    THE ANDERSON GROUP BEHAVIORAL MARKETING 76,136
    879 FRTIZTOWN ROAD
    SINKING SPRING,PA19608
    COMMUNITY IMPACT CONSULTANTS CONSULTANCY SERVICES 61,873
    2004 NEWBRIDGE RD
    BELLMORE,NY11710
    Total number of others receiving over $50,000 for professional services.............bullet3
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    83,540,962
    b
    Average of monthly cash balances.......................
    1b
    271,584
    c
    Fair market value of all other assets (see instructions)................
    1c
    40,111
    d
    Total (add lines 1a, b, and c).........................
    1d
    83,852,657
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    83,852,657
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,257,790
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    82,594,867
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,129,743
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    4,129,743
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    51,344
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    51,344
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,078,399
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,078,399
    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 XII, line 1 ...
    7
    4,078,399
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,078,399
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 501,389
    b From 2017...... 201,012
    c From 2018...... 472,545
    d From 2019...... 57,960
    e From 2020...... 925,903
    f Total of lines 3a through e ........ 2,158,809
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,486,091
    a Applied to 2020, 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 2021 distributable amount..... 4,078,399
    e Remaining amount distributed out of corpus 407,692
    5 Excess distributions carryover applied to 2021. 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 2,566,501
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		501,389
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,065,112
    10 Analysis of line 9:
    a Excess from 2017.... 201,012
    b Excess from 2018.... 472,545
    c Excess from 2019.... 57,960
    d Excess from 2020.... 925,903
    e Excess from 2021.... 407,692
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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'S POTTSTOWN COMMUNITY HEALTH CONNECTIONS PROGRAM 65,000
    BOROUGH OF POTTSTOWN
    100 E HIGH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY PLAY STREETS CONTRACT ($1,000), WASHINGTON/WEST STREET PARK IMPROVEMENTS PROJECT ($25,000) 26,000
    BOYERTOWN AREA MULTI-SERVICE INC
    200 WEST SPRING STREET
    BOYERTOWN,PA19512     		  PUBLIC CHARITY INTERIOR AND EXTERIOR BASKETBALL COURT IMPROVEMENT PLAN 61,712
    BOYERTOWN AREA SCHOOL DISTRICT
    911 MONTGOMERY AVENUE
    BOYERTOWN,PA19512     		  GOVERNMENT ENTITY BRAIN BODY MIND CONNECTION 80,000
    BROOKSIDE MONTESSORI
    1075 ROUTE 100
    BECHTELSVILLE,PA19505     		  SCHOOL B-WELL PROGRAM. 4,000
    CAMPHILL VILLAGE KIMBERTON HILLS
    PO BOX 1045
    KIMBERTON,PA19442     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 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 FIVE POINTS TO ACHIEVE A HEALTHY LATINO LIFESTYLE 27,000
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DRIVE
    EXTON,PA19341     		  PUBLIC CHARITY FRESH2YOU MOBILE MARKET 20,000
    CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY
    PO BOX 706
    NORRISTOWN,PA19404     		  PUBLIC CHARITY IMPROVING ACCESS TO TRAUMA-INFORMED SERVICES 25,000
    DANIEL BOONE AREA SCHOOL DISTRICT
    321 N FURNACE ST SUITE 200
    BIRDSBORO,PA19508     		  GOVERNMENT ENTITY DANIEL BOONE AREA SCHOOL DISTRICT WELLNESS PROGRAMS 65,000
    DEVELOPMENTAL ENTERPRISES CORP
    333 E AIRY STREET
    NORRISTOWN,PA19401     		  PUBLIC CHARITY HEALTHY EATING, HEALTHY LIVING 19,000
    DOUGLASS TOWNSHIP
    1320 EAST PHILADELPHIA AVENUE
    GILBERTSVILLE,PA19525     		  GOVERNMENT ENTITY SMITH ROAD PARK TREE REMOVAL, TREE PLANTING ($8,000), SMITH ROAD TREE REPLACEMENT GRANT ($2,000) 10,000
    EAST COVENTRY TOWNSHIP PARKS AND RECREATION
    855 ELLIS WOODS ROAD
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY PARKER FORD RIVERSIDE PARK ENGINEERING PROJECT 35,000
    EXPRESSIVE THERAPY CONCEPTS INC
    125 PROSPECT STREET
    PHOENIXVILLE,PA19460     		  PUBLIC CHARITY SMASHVILLE BADMINTON: KIDS AND ADULT FITNESS PROGRAM 15,000
    FAMILY SERVICES OF MONTGOMERY COUNTY
    3125 RIDGE PIKE
    EAGLEVILLE,PA19403     		  PUBLIC CHARITY POSITIVE PARENTING PROGRAM INITATIVE ($20,330), DISBURSEMENT FROM DONOR ADVISED FUND ($50,000) 70,330
    GREATER POTTSTOWN TENNIS ASSOCIATION
    PO BOX 935
    POTTSTOWN,PA19464     		  PUBLIC CHARITY GAME, SET, ADVANTAGE 49,000
    JULIAN DORSEY FOUNDATION
    1014 CHERRINGTON DRIVE
    HARRISBURG,PA17110     		  PUBLIC CHARITY ELIMINATING SEASONAL YOUTH PROGRAM GAPS WITHIN POTTSTOWN 15,000
    LAUREL HOUSE
    605 SWEDE STREET
    NORRISTOWN,PA19401     		  PUBLIC CHARITY CLINICAL COUNSELING SERVICES FOR VICTIMS OF DOMESTIC ABUSE 2,000
    LINCOLN ELEMENTARY SCHOOL
    461 N YORK ST
    POTTSTOWN,PA19464     		  SCHOOL DOUG TRAINER'S BOARD HONORARIUM/ 9 YEARS OF SERVICE 5,000
    LOWER POTTSGROVE TOWNSHIP
    2199 BUCHERT ROAD
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY SANATOGA PARK PLAYGROUND AND SIGNAGE PROJECT 12,000
    MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY
    30 W BARNARD ST STE 1
    WEST CHESTER,PA19382     		  PUBLIC CHARITY ENSURING A HEALTHY START AND BENEFITS ACCESS FOR UNDERSERVED FAMILIES 44,000
    MATERNITY CARE COALITION
    200 HAMILTON STREET SUITE 205
    PHILADELPHIA,PA19130     		  PUBLIC CHARITY EARLY HEAD START (EHS) PROGRAM IN POTTSTOWN 50,000
    MEALS ON WHEELS OF CHESTER COUNTY INC
    3 EAST STOW ROAD
    MARLTON,NJ08053     		  PUBLIC CHARITY SP'22 GRANT AWARD - NUTRITIOUS MEALS FOR HOMEBOUND. 3,000
    MITZVAH CIRCLE FOUNDATION
    2562 BOULEVARD OF THE GENERALS 100
    NORRISTOWN,PA19403     		  PUBLIC CHARITY CRITICAL NEEDS FOR HEALTHY FAMILIES, DIAPER BANK AND PERIOD SUPPLY PROGRAMS 10,000
    NEW HANOVER EVANGELICAL LUTHERAN CHURCH
    2941 LUTHERAN RD
    GILBERTSVILLE,PA19525     		  CHURCH NHELC LOAVES AND FISHES & GARDEN OF HOPE 35,000
    NORTH COVENTRY TOWNSHIP
    845 S HANOVER ST
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY COVENTRY WOODS-CHESTNUT HILL TRAILHEAD IMPROVEMENTS PROJECT ($15,000), COVENTRY TRAIL PROJECT ($30,000) 45,000
    OWEN J ROBERTS SCHOOL DISTRICT
    901 RIDGE ROAD
    POTTSTOWN,PA19465     		  GOVERNMENT ENTITY FIT FOR LIFE STRATEGIC WELLNESS PROGRAM 80,000
    POTTSGROVE SCHOOL DISTRICT
    1301 KAUFFMAN RD
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY 2022-2023 HEALTH AND WELLNESS 40,000
    POTTSTOWN AREA POLICE ATHLETIC LEAGUE
    PO BOX 176
    POTTSTOWN,PA19464     		  PUBLIC CHARITY SUPPORTING PROGRAM IMPLENTATION AND OFFERING OPPORTUNITIES IN YOUTH SPORTS 54,000
    POTTSTOWN AREA REGIONAL RECREATION COMMITTEE
    140 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY PARRC INTERACTIVE MAP AND STORY MAP PROJECT 6,000
    POTTSTOWN ATHLETIC CLUB
    21 N HANOVER STREET
    POTTSTOWN,PA19464     		  AAU ORGANIZATION FITNESSTOWN USA, CONTINUES. 72,500
    POTTSTOWN BRANCH - PHILADELPHIA FREEDOM VALLEY YMCA
    724 N ADAMS STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY DRAGONFLY FOREST CAMPERSHIPS; STRUCTURED PLAY; SOCIOEMOTIONAL LEARNING & DISABILITY RIGHTS. 5,000
    POTTSTOWN CHILDREN'S DISCOVERY CENTER
    95 S HANOVER STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY NO KID LEFT OUT: GROWING A LOVE OF LEARNING 41,250
    POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES
    137 WALNUT STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY DEI IN OUR HUMAN RESOURCES ($20,000), HEALTHY LIVING THROUGH ACCESSIBLE SERVICES ($50,000) 70,000
    POTTSTOWN FARM
    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 REGIONAL PARK IMPROVEMENT MINI-GRANT PROGRAM 75,000
    POTTSTOWN PUBLIC LIBRARY
    550 E HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY INFORMED PATRONS ARE HEALTH PATRONS 12,000
    POTTSTOWN SCHOOL DISTRICT
    230 BEECH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY HEALTHY SCHOOL COMMUNITIES - HS GYM PROJECT ($25,000), HEALTHY SCHOOL COMMUNITIES ($70,000), PEAK WHOLE CHILD WELLNESS ($85,000) 180,000
    PRESERVATION POTTSTOWN
    1304 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY POTTSTOWN COMMUNITY GARDENS 62,500
    PROJECT PURPOSE
    699 NORTH PLEASANTVIEW ROAD
    POTTSTOWN,PA19464     		  PUBLIC CHARITY SP'22 GRANT - MENTORING PROJECT ($54,000) AND L.FLEDERBACH BOARD HONORARIUM ($2,500). 56,500
    ROYERSFORD OUTREACH
    350 MAIN STREET
    ROYERSFORD,PA19468     		  PUBLIC CHARITY GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS 25,000
    SALVATION ARMY
    137 KING STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY FALL '21 GRANT AWARD 50,000
    SAVE ALLIANCE FOUNDATION
    35 KING ROAD
    GREEN LANE,PA18054     		  PUBLIC CHARITY TEACHING KITCHENS: NOURISHING A COMMUNITY 35,000
    SAVE OUR LANDS SAVE OUR TOWNS ENTERPRISES INC
    222 CHESTNUT STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY GROWING AND CONSERVING POTTSTOWN'S STREET TREES 42,500
    SCHUYLKILL RIVER GREENWAY ASSOCIATION
    140 COLLEGE DRIVE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY POTTSTOWN OUTDOOR RECREATION HUB ($50,000), CIRCUIT RIDER PROGRAM: POTTSTOWN AREA REGIONAL PARKS COORDINATOR ($50,178) 100,178
    SCORE MENTORS TRICOUNTY
    244 E HIGH STREET
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY DONATION FROM DONOR ADVISED FUND 1,000
    SPRING-FORD AREA SCHOOL DISTRICT
    857 S LEWIS ROAD
    ROYERSFORD,PA19468     		  GOVERNMENT ENTITY SFASD: WELLNESS MATTERS 2022-23 19,000
    TOWNSHIP OF UPPER POTTSGROVE
    1409 FARMINGTON AVENUE
    POTTSTOWN,PA19464     		  GOVERNMENT ENTITY UPPER WEST/SPROGELS RUN TRAIL IMPROVEMENT PROJECT 32,000
    TRELLIS FOR TOMORROW
    35 HALL STREET SUITE 302
    PHOENIXVILLE,PA19460     		  PUBLIC CHARITY BUILDING A HEALTHIER FUTURE THROUGH YOUTH AND FOOD ($60,000), GREENHOUSE PROJECT ($10,000) 70,000
    TRICOUNTY ACTIVE ADULT CENTER
    288 MOSER ROAD
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PRIME TIME HEALTH FOR OLDER ADULTS 65,000
    TRICOUNTY COMMUNITY NETWORK
    260 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY AMAZING RAISE GRANT ($5,000) AND EXPLOSION SUPPORT FUND ($10,000), RACIAL EQUITY LEARNING COMMUNITY PROJECT ($25,000), CAPACITY BUILDING ($20,000), ENGAGEMENT/EQUITY ($42,000), C2 & LAUNCHING LEADERS ($50,000), MAHN 2022 STRATEGIC PLAN ($5,000). 157,000
    UNITED WAY OF BOYERTOWN
    PO BOX 213
    BOYERTOWN,PA19512     		  PUBLIC CHARITY SUPPORTING GILBERTSVILLE/BOYERTOWN AREA RESIDENTS TO ATTACK HOMELESSNESS AND NEAR HOMELESS 15,000
    VISITING NURSE ASSOCIATION
    1963 E HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PERSONAL NAVIGATOR PROGRAM OF VNA-COMMUNITY SERVICES, INC. - IMPROVED HEALTH OUTCOMES THROUGH BENEFIT ACCESS 25,000
    WEST POTTSROVE TOWNSHIP
    980 GROSSTOWN RD
    STOWE,PA19464     		  GOVERNMENT ENTITY POOL PROPERTY MASTER PLAN ($15,000), OLD TIMER'S FIELD IMPROVEMENTS GRANT ($4,000) 19,000
    YWCA TRI-COUNTY AREA
    315 KING STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY 2021-22 CAPACITY BUILDING AND HEALTHY PATHWAYS PROJECT PROGRAM SUPPORT 108,000
    BUILDING A BETTER BOYERTOWN
    3 PHILADELPHIA AVENUE
    BOYERTOWN,PA19512     		  PUBLIC CHARITY NO PLACE FOR HATE 2,500
    BERKS COUNTY COMMUNITY FOUNDATION
    237 COURT STREET
    READING,PA19601     		  PUBLIC CHARITY LINDA FLEDERBACH HONORARIUM/9 YEARS OF BOARD SERVICE 2,500
    THE LENDING HELPING HANDS SERVICES
    626 LINCOLN AVENUE
    POTTSTOWN,PA194644812     		  PUBLIC CHARITY THE NURTURING FOOD SERVICES 5,000
    PHOENIXVILLE HEALTHCARE ACCESS
    100 1ST AVE
    PHOENIXVILLE,PA19460     		  PUBLIC CHARITY FALL '21 GRANT AWARD 10,000
    POTTSTOWN AREA ECONOMIC DEVELOPMENT
    152 E HIGH STREET 200
    POTTSTOWN,PA19464     		  PUBLIC CHARITY ULI PHASE II 25,000
    MONTGOMERY EARLY LEARNING CENTER
    201 SABINE AVENUE
    NARBERTH,PA19072     		  PUBLIC CHARITY INCREASING OPPORTUNITIES FOR OUTDOOR ACTIVITIES AND GROSS MOTOR ENHANCEMENT 11,000
    TRACES OF LOVE
    447 CLEARVIEW ST
    POTTSTOWN,PA19464     		  PUBLIC CHARITY ADVANCING GRIEF SUPPORT AND EDUCATION. 12,000
    MENTAL HEALTH PARTNERSHIPS
    833 CHESTNUT ST SUITE 1100
    PHILADELPHIA,PA19107     		  PUBLIC CHARITY PROJECT RESTORE/RENEW 12,500
    POTTSTOWN FAMILY CENTER
    1976 E HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY PROJECT HEARTH (HELPING ELDERLY ADULTS REMAIN IN THEIR HOMES) 19,000
    VARIETY- THE CHILDREN'S CHARITY OF THE DELAWARE VALLEY
    2950 POTSHOP RD
    WORCESTER,PA19490     		  PUBLIC CHARITY VARIETYWORKS 20,000
    POTTSTOWN PENGUINS ICE HOCKEY
    PO BOX 564
    POTTSTOWN,PA19464     		  PUBLIC CHARITY DEVELOPING CORE VALUES THROUGH YOUTH ICE HOCKEY 20,000
    ADVENTURE GROVE INCLUSIVE PLAYGROUND
    1301 KAUFFMAN RD
    POTTSTOWN,PA19464     		  PUBLIC CHARITY HOFFMAN FIELD-ADVENTURE GROVE INCLUSIVE PLAYGROUND MASTER PLAN 22,000
    BOYERTOWN MIDGET BASEBALL LEAGUE INC
    PO BOX 34
    BOYERTOWN,PA19512     		  PUBLIC CHARITY MACKEY FIELD AT BOYERTOWN COMMUNITY PARK 70,000
    MONTGOMERY COUNTY HOUSING AUTHORITY
    104 W MAIN STREET SUITE 1
    NORRISTOWN,PA19401     		  GOVERNMENT ENTITY BRIGHT HOPE COMMUNITY PLAY SPACE 124,000
    Total .................................bullet 3a 2,721,470
    bApproved for future payment
    FOUNDATION FOR POTTSTOWN EDUCATION
    230 BEECH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 40,000
    ACLAMO
    512 W MARSHALL STREET
    NORRISTOWN,PA19401     		  PUBLIC CHARITY EMERGENCY FACILITY RENOVATION - OFFCYCLE GRANT 10,000
    JULIAN DORSEY FOUNDATION
    1014 CHERRINGTON DRIVE
    HARRISBURG,PA17110     		  PUBLIC CHARITY INFRASTRUCTURE GRANT 2 OF 2 15,000
    POTTSTOWN CHILDREN'S DISCOVERY CENTER
    95 S HANOVER STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY SPRING 2021 MATCHING GRANT 21,250
    TRICOUNTY COMMUNITY NETWORK
    260 HIGH STREET
    POTTSTOWN,PA19464     		  PUBLIC CHARITY COMMUNITY COLLABORATIVE GRANT 2 OF 2 150,000
    FOUNDATION FOR BOYERTOWN EDUCATION
    911 MONTGOMERY AVENUE
    BOYERTOWN,PA19512     		  PUBLIC CHARITY FOUNDATION FOR BOYERTOWN EDUCATION BUILDING SUSTAINABILITY 30,500
    UNITED WAY OF BOYERTOWN
    PO BOX 213
    BOYERTOWN,PA19512     		  PUBLIC CHARITY PAH&WF MATCHING GRANT WITH THE UNITED WAY OF BOYERTOWN AREA 15,000
    Total .................................bullet 3b 281,750
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 2,374,941  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		        10,025
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 4,327,562 10,025
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,337,587
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A THESE FEES HELP TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    POTTSTOWN AREA HEALTH AND WELLNESS
    FOUNDATION
    Employer identification number

    23-2344729
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    POTTSTOWN AREA HEALTH AND WELLNESS
    FOUNDATION         		Employer identification number
    23-2344729
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WILLIAM & DOROTHY YECK FAMILY FOUNDATION
     
    1300 WHITETAIL LANE
     
    SELLERSVILLE, PA18960

    		$ 161,750


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    MILTON MARTYNY
     
    1000 N US HIGHWAY 1 UNIT BA102
     
    JUPITER, FL334774481

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    POTTSTOWN AREA HEALTH AND WELLNESS
    FOUNDATION         		Employer identification number

    23-2344729
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    POTTSTOWN AREA HEALTH AND WELLNESS
    FOUNDATION         		Employer identification number

    23-2344729
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT 23,000 4,600   16,000

    TY 2021 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 69,546,316 69,546,316

    TY 2021 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 551,373 551,373

    TY 2021 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 22,606 22,606   0


    TY 2021 OtherDecreasesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 15,597,802


    TY 2021 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 1,319 264   567
    COMMUNICATION AND EDUCATIONAL PROGRAMS 100,556 20,111   74,131
    OFFICE EXPENSE 13,473 2,695   21,298
    DUES AND MEMBERSHIPS 20,966 4,193   13,362
    INSURANCE 22,048 4,410   33,899
    POSTAGE 2,069 414   433
    WEBSITE LINK AND MAINTENANCE FEES 179 36   0
    EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE 58,454 11,691   38,251
    MISCELLANEOUS 57,002 11,400   73,987
    PROGRAM EXPENSES 182,028 0   153,165
    NONPROFIT EVENTS SUPPORT 30,055 0   0
    ACCOUNTING CARRYOVER 10,600 0   0
    PENSION PLAN - PMMC 45,610 0   0
    SEMINAR EXPENSE 19,247 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 10,025   10,025


    TY 2021 OtherIncreasesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Description Amount
    PENSION BENEFIT - NONOPERATING INCOME 1,715,380


    TY 2021 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 17,005,461 14,068,455


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 296,540 59,308   247,074
    INVESTMENT MANAGEMENT AND ADVISORY FEES 120,464 120,464   0


    TY 2021 TaxesSchedule
    Name:
    POTTSTOWN AREA HEALTH AND WELLNESS
     
    FOUNDATION
    EIN:
    23-2344729
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 103,435 0   0