Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Cedarcrest Charitable Foundation AKA
BLBB Charitable
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

27-3420282
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$46,429,697J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 9,144 9,144  
4 Dividends and interest from securities... 712,618 712,618  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,429,764
b Gross sales price for all assets on line 6a 23,634,838
7 Capital gain net income (from Part IV, line 2)... 2,429,764
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
List of Attached Documents:
// Content
43,912    
12 Total. Add lines 1 through 11........ 3,195,438 3,151,526  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
389,059 161,457   227,602
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,200      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,113     7,113
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
161,378     88,123
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 570,750 161,457   322,838
25 Contributions, gifts, grants paid....... 1,732,988 1,730,689
26 Total expenses and disbursements. Add lines 24 and 25 2,303,738 161,457   2,053,527
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 891,700
b Net investment income (if negative, enter -0-) 2,990,069
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 639,416 1,147,781 1,147,781
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 588,669 Click to see attachment
List of Attached Documents:
// Content
293,977 		298,478
b Investments—corporate stock (attach schedule)....... 35,107,118 Click to see attachment
List of Attached Documents:
// Content
35,860,694 		42,302,799
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,646,790 Click to see attachment
List of Attached Documents:
// Content
2,680,639 		2,680,639
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,981,993 39,983,091 46,429,697
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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 38,981,993 39,983,091
29 Total net assets or fund balances (see instructions)..... 38,981,993 39,983,091
30 Total liabilities and net assets/fund balances (see instructions). 38,981,993 39,983,091
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
38,981,993
2
Enter amount from Part I, line 27a .....................
2
891,700
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
109,398
4
Add lines 1, 2, and 3 ..........................
4
39,983,091
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,983,091
Form 990-PF (2023)
Form 990-PF (2023)
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 Publicly-traded Securities      
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 23,634,838   21,205,074 2,429,764
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       2,429,764
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 2,429,764
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
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 right arrow 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) 1 41,562
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  
3 Add lines 1 and 2........................... 3 41,562
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 41,562
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 11,384
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,800
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,184
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 20
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 602
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow602 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowDE
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Laura W BrewerClick to see attachment
List of Attached Documents:
// Content
Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Diana Loukedis DohertyClick to see attachment
List of Attached Documents:
// Content
Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Clifford HaugenClick to see attachment
List of Attached Documents:
// Content
Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
W Dean KarrashClick to see attachment
List of Attached Documents:
// Content
Dir, Sec, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John T LawtonClick to see attachment
List of Attached Documents:
// Content
Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
BLB&B Holdings LLC Philanthropic 225,417
PO Box 1010
Montgomeryville,PA18936
BLB&B Advisors LLC Investment MGMT 161,457
PO BOX 1010
MONTGOMERYVILLE,PA18936
Foundation Source Administrative 75,375
55 Walls Drive 3rd Fl
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
40,652,788
b
Average of monthly cash balances.......................
1b
544,015
c
Fair market value of all other assets (see instructions)................
1c
2,680,639
d
Total (add lines 1a, b, and c).........................
1d
43,877,442
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
43,877,442
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
658,162
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
43,219,280
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,160,964
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
2,160,964
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
41,562
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
41,562
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,119,402
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,119,402
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,119,402
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
2,053,527
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
2,299
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,055,826
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,119,402
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,583,430
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,055,826
a Applied to 2022, but not more than line 2a 1,583,430
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 472,396
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,647,006
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
NONE
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FOUNDATION SOURCE
501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809
THEUTE@FOUNDATIONSOURCE.COM
bThe form in which applications should be submitted and information and materials they should include:
HTTPS://BLBB.COM/CHARITABLE/#GRANTS
cAny submission deadlines:
HTTPS://BLBB.COM/CHARITABLE/#GRANTS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
BLBB CHARITABLE SUPPORTS INITIATIVES THAT HELP PEOPLE DISCOVER THEIR TRUE AND FULL POTENTIAL THROUGH EDUCATIONAL AND LEADERSHIP OPPORTUNITIES MAINLY IN THE GREATER PHILADELPHIA REGION. BLBB CHARITABLE ALSO PROMOTES THE CHARITABLE GIVING AND COMMUNITY SERVICE EFFORTS OF THE PARTNERS AND EMPLOYEES OF BLB&B ADVISORS, LLC BY PROVIDING MATCHING FUND AND VOLUNTEER INCENTIVE GRANTS FOR COMMUNITY LEADERSHIP. BLBB CHARITABLE DOES NOT ACCEPT UNSOLICITED FULL PROPOSALS, BUT FOR INFORMATION ABOUT SUBMISSION OF LETTERS OF INTENT AND ADDITIONAL INFORMATION ABOUT GIVING AREAS, PLEASE GO TO: HTTPS://BLBB.COM/CHARITABLE/
Form 990-PF (2023)
Form 990-PF (2023)
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

ACHIEVEABILITY

5901 MARKET ST STE 410
PHILADELPHIA,PA19139 		N/A PC General & Unrestricted 500

ACHIEVEABILITY

5901 MARKET ST STE 410
PHILADELPHIA,PA19139 		N/A PC Family Self-Sufficiency Program 25,000

ACHIEVEABILITY

5901 MARKET ST STE 410
PHILADELPHIA,PA19139 		N/A PC Achieve the Dream Scholarship Fund 6,250

ACHIEVEABILITY

5901 MARKET ST STE 410
PHILADELPHIA,PA19139 		N/A PC Healthy Workplace 2,000

ACHIEVEABILITY

5901 MARKET ST STE 410
PHILADELPHIA,PA19139 		N/A PC General Support (Employee Matching) 1,000

ACT II PLAYHOUSE LTD

56 E BUTLER AVE
AMBLER,PA19002 		N/A PC General Support (Director Discretionary) 2,000

AMBLER THEATER INC

91 E COURT ST
DOYLESTOWN,PA18901 		N/A PC Board Service Leadership (General Purpose) 2,500

AMBLER THEATER INC

91 E COURT ST
DOYLESTOWN,PA18901 		N/A PC General Support (Director Discretionary) 2,500

AMERICAN CANCER SOCIETY INC

PO BOX 6704
HAGERSTOWN,MD21741 		N/A PC General Support (Employee Matching) 400

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC General Support (Employee Matching) 400

ARCHBISHOP RYAN HIGH SCHOOL

11201 ACADEMY RD
PHILADELPHIA,PA19154 		N/A PC The Boccella Family Scholarship Fund (Director Discretionary) 3,000

AUTISM CARES FOUNDATION

816 2ND ST PIKE
SOUTHAMPTON,PA18966 		N/A PC General Support (Employee Matching) 200

B INSPIRED PHILADELPHIA INC

12 W WILLOW GROVE AVE
PHILADELPHIA,PA19118 		N/A PC General Support (Director Discretionary) 2,000

BEYOND LITERACY

211 N 13TH ST FL 4
PHILADELPHIA,PA19107 		N/A PC General Support (Employee Matching) 500

BIG BROTHERS BIG SISTERS INDEPENDENCE REGION

100 N 20TH ST 5TH FLOOR
PHILADELPHIA,PA19103 		N/A PC Shook Family Scholarship Fund 10,000

BOWDOIN COLLEGE

4100 COLLEGE STA
BRUNSWICK,ME04011 		N/A PC Walter Cranston Brewer Fund (Director Discretionary) 2,500

BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC

PO BOX 685
NEW HOPE,PA18938 		N/A PC Charitable Event 2,500

BOWMANS HILL WILDFLOWER PRESERVE ASSOCIATION INC

PO BOX 685
NEW HOPE,PA18938 		N/A PC Interpreting the Preserve High Impact Trail Sign Project 7,000

BRUCKNER CHASE OCEAN POSITIVE INC

1418 ATKINSON AVE
SOMERS POINT,NJ08244 		N/A PC General Support (Employee Matching) 2,050

BUCKNELL UNIVERSITY

301 MARKET ST STE 2
LEWISBURG,PA17837 		N/A PC Bucknell Accounting and Financial Management (ACFM) 8,000

BUCKS COUNTY CHORAL SOCIETY INC

PO BOX 702
DOYLESTOWN,PA18901 		N/A PC Charitable Event 6,500

BUCKS COUNTY CHORAL SOCIETY INC

PO BOX 702
DOYLESTOWN,PA18901 		N/A PC Charitable Event 7,500

BUCKS COUNTY CHORAL SOCIETY INC

PO BOX 702
DOYLESTOWN,PA18901 		N/A PC Charitable Event 1,000

BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM

84 S PINE ST
DOYLESTOWN,PA18901 		N/A PC BLBB Educational Internship Program at Mercer Museum & Fonthill Castle 20,000

BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM

84 S PINE ST
DOYLESTOWN,PA18901 		N/A PC Healthy Workplace 2,000

BUCKS COUNTY HISTORICAL SOCIETY MERCER MUSEUM

84 S PINE ST
DOYLESTOWN,PA18901 		N/A PC Charitable Event 5,000

BUCKS COUNTY OPPORTUNITY COUNCIL INC

100 DOYLE ST
DOYLESTOWN,PA18901 		N/A PC General Support (Employee Matching) 1,000

BUCKS COUNTY OPPORTUNITY COUNCIL INC

100 DOYLE ST
DOYLESTOWN,PA18901 		N/A PC Charitable Event 1,000

BUCKS COUNTY OPPORTUNITY COUNCIL INC

100 DOYLE ST
DOYLESTOWN,PA18901 		N/A PC Economic Self-Sufficiency Program 25,000

BUCKS COUNTY OPPORTUNITY COUNCIL INC

100 DOYLE ST
DOYLESTOWN,PA18901 		N/A PC General Support (Director Discretionary) 5,000

BUCKS COUNTY OPPORTUNITY COUNCIL INC

100 DOYLE ST
DOYLESTOWN,PA18901 		N/A PC Healthy Workplace 2,000

BUCKS-MONT COLLABORATIVE

PO BOX 66
HARLEYSVILLE,PA19438 		N/A PC General Support (Director Discretionary) 7,500

BUCKS-MONT COLLABORATIVE

PO BOX 66
HARLEYSVILLE,PA19438 		N/A PC Charitable Event 500

CAMP TECUMSEH

975 MOULTONBORO NECK RD
MOULTONBORO,NH03254 		N/A PC General Support (Director Discretionary) 5,000

CAMP TECUMSEH

975 MOULTONBORO NECK RD
MOULTONBORO,NH03254 		N/A PC Board Service Leadership (General Purpose) 5,000

CAMP TECUMSEH

975 MOULTONBORO NECK RD
MOULTONBORO,NH03254 		N/A PC General Support (Employee Matching) 4,000

CARROLL COUNTY YMCA-CAMP HUCKINS

17 CAMP HUCKINS RD
FREEDOM,NH03836 		N/A PC General Support (Director Discretionary) 1,500

CENTER SCHOOL

2450 HAMILTON AVE
ABINGTON,PA19001 		N/A PC General Support (Director Discretionary) 3,000

CHILDREN SCHOLARSHIP FUND PHILADELPHIA

1500 WALNUT ST STE 1300
PHILADELPHIA,PA19102 		N/A PC Capacity Building for CSFP's "Breaking Barriers" Campaign 20,000

CHILDREN SCHOLARSHIP FUND PHILADELPHIA

1500 WALNUT ST STE 1300
PHILADELPHIA,PA19102 		N/A PC Charitable Event 5,000

CHINCOTEAGUE ISLAND ARTS ORGANIZATION INC

PO BOX 1217
CHINCOTEAGUE,VA23336 		N/A PC General Support (Director Discretionary) 1,000

CHINCOTEAGUE ISLAND LIBRARY INC

4077 MAIN ST
CHINCOTEAGUE,VA23336 		N/A PC General Support (Director Discretionary) 2,000

COMMUNITY PARTNERSHIP SCHOOL

3033 W GLENWOOD AVE
PHILADELPHIA,PA19121 		N/A PC General Support (Employee Matching) 500

COMMUNITY PARTNERSHIP SCHOOL

3033 W GLENWOOD AVE
PHILADELPHIA,PA19121 		N/A PC General & Unrestricted 25,000

COMMUNITY PARTNERSHIP SCHOOL

3033 W GLENWOOD AVE
PHILADELPHIA,PA19121 		N/A PC Board Service Leadership (General Purpose) 5,000

COMMUNITY PARTNERSHIP SCHOOL

3033 W GLENWOOD AVE
PHILADELPHIA,PA19121 		N/A PC Charitable Event 10,000

COMMUNITY PARTNERSHIP SCHOOL

3033 W GLENWOOD AVE
PHILADELPHIA,PA19121 		N/A PC General Support (Director Discretionary) 7,500

COMMUNITY VOLUNTEERS IN MEDICINE INC

300B LAWRENCE DR
WEST CHESTER,PA19380 		N/A PC General Support (Employee Matching) 4,400

CONSUMER CREDIT COUNSELING SERVICE OF DELAWARE VAL

1635 MARKET ST
PHILADELPHIA,PA19103 		N/A PC Montgomery County Financial Empowerment Center Expansion 50,000

CONSUMER CREDIT COUNSELING SERVICE OF DELAWARE VAL

1635 MARKET ST
PHILADELPHIA,PA19103 		N/A PC Healthy Workplace 2,000

CRADLE OF HOPE INC

1657 THE FAIRWAY 140
JENKINTOWN,PA19046 		N/A PC General Support (Employee Matching) 1,000

CRISTO REY PHILADELPHIA HIGH SCHOOL

1717 W ALLEGHENY AVE
PHILADELPHIA,PA19132 		N/A PC Horizons at Cristo Rey 20,000

CRISTO REY PHILADELPHIA HIGH SCHOOL

1717 W ALLEGHENY AVE
PHILADELPHIA,PA19132 		N/A PC General Support (Employee Matching) 1,000

DELTA COMMUNITY SUPPORTS INC

1777 SENTRY PKWY W VEVA 14 400
BLUE BELL,PA19422 		N/A PC Board Service Leadership (General Purpose) 5,000

ED SNIDER YOUTH HOCKEY FOUNDATION

100 W OXFORD ST STE E-2000
PHILADELPHIA,PA19122 		N/A PC Healthy Workplace 2,000

ED SNIDER YOUTH HOCKEY FOUNDATION

100 W OXFORD ST STE E-2000
PHILADELPHIA,PA19122 		N/A PC General Operating for Academic Support and Enrichment Activities 25,000

ED SNIDER YOUTH HOCKEY FOUNDATION

100 W OXFORD ST STE E-2000
PHILADELPHIA,PA19122 		N/A PC Volunteer Service Leadership (General Purpose) 1,000

EVERY GOOD GIFT

PO BOX 541
ABINGTON,PA19001 		N/A PC General Support (Employee Matching) 2,200

EVERY GOOD GIFT

PO BOX 541
ABINGTON,PA19001 		N/A PC Board Service Leadership (General Purpose) 5,000

FAMILIES BEHIND THE BADGE CHILDRENS FOUNDATION

555 E N LANE
CONSHOHOCKEN,PA19428 		N/A PC Charitable Event 7,500

FAMILY PROMISE MONTCO PA

31 S SPRING GARDEN ST
AMBLER,PA19002 		N/A PC Charitable Event 2,000

FIRST UNITED CHURCH OF CHRIST

151 S 4TH ST
QUAKERTOWN,PA18951 		N/A PC General Support (Director Discretionary) 2,000

FOUNDING FORWARD

1601 VALLEY FORGE
VALLEY FORGE,PA19481 		N/A PC General Support (Employee Matching) 1,200

FRIENDS OF BRIAR BUSH

1212 EDGE HILL RD
ABINGTON,PA19001 		N/A PC General Support (Employee Matching) 2,000

FRIENDS OF BRIAR BUSH

1212 EDGE HILL RD
ABINGTON,PA19001 		N/A PC Board Service Leadership (General Purpose) 5,000

FRIENDS OF BRIAR BUSH

1212 EDGE HILL RD
ABINGTON,PA19001 		N/A PC Charitable Event 2,000

FRIENDS OF THE CYNWYD TRAIL INC

PO BOX 695
BALA CYNWYD,PA19004 		N/A PC Board Service Leadership (General Purpose) 5,000

FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY

520 VIRGINIA DR
FT WASHINGTON,PA19034 		N/A PC Charitable Event 2,500

FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY

520 VIRGINIA DR
FT WASHINGTON,PA19034 		N/A PC General Support (Employee Matching) 200

FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY

520 VIRGINIA DR
FT WASHINGTON,PA19034 		N/A PC Board Service Leadership (General Purpose) 5,000

GEMMA SERVICES

512 W TOWNSHIP LINE RD
PLYMOUTH MEETING,PA19462 		N/A PC Precision Analytics and Machine Learning to Improve Mental Health Services for Children and Teens 75,000

GEMMA SERVICES

512 W TOWNSHIP LINE RD
PLYMOUTH MEETING,PA19462 		N/A PC Healthy Workplace 2,000

GEMMA SERVICES

512 W TOWNSHIP LINE RD
PLYMOUTH MEETING,PA19462 		N/A PC Board Service Leadership (General Purpose) 5,000

GENERATION LIFE

8506 FRANKFORD AVE
PHILADELPHIA,PA19136 		N/A PC General Support (Employee Matching) 2,000

GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI

PO BOX 502
AMBLER,PA19002 		N/A PC General & Unrestricted 20,000

GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI

PO BOX 502
AMBLER,PA19002 		N/A PC New curriculum expenses 6,500

GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI

PO BOX 502
AMBLER,PA19002 		N/A PC General Support (Director Discretionary) 1,000

GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI

PO BOX 502
AMBLER,PA19002 		N/A PC Volunteer Service Leadership (General Purpose) 1,000

GIRLS ON THE RUN OF MONTGOMERY AND DELAWARE COUNTI

PO BOX 502
AMBLER,PA19002 		N/A PC General Support (Employee Matching) 500

GIVING TREE

PO BOX 823
GWYNEDD VLY,PA19437 		N/A PC MontCoServes Campaign 2,500

GRACE PRESBYTERIAN CHURCH

444 OLD YORK RD
JENKINTOWN,PA19046 		N/A PC General Support (Employee Matching) 2,926

GWYNEDD-MERCY ACADEMY

1345 SUMNEYTOWN PIKE
LOWER GWYNEDD,PA19002 		N/A PC L.E.A.D. Program 25,000

HEIGHTS PHILADELPHIA

123 SOUTH BROAD ST STE 850
PHILADELPHIA,PA19109 		N/A PC General Support (Employee Matching) 500

HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA

600 CHESTNUT ST STE 500B
PHILADELPHIA,PA19106 		N/A PC General Support (Employee Matching) 500

HOLY GHOST PREPARATORY SCHOOL

2429 BRISTOL PIKE
BENSALEM,PA19020 		N/A PC General Support (Employee Matching) 200

HOLY TRINITY EVANGELICAL LUTHERAN CHURCH

2086 PARKVIEW AVE
ABINGTON,PA19001 		N/A PC Volunteer Service Leadership (General Purpose) 1,000

J WOOD PLATT CADDIE SCHOLARSHIP TRUST

1974 SPROUL RD 400
BROOMALL,PA19008 		N/A PC Empower Mentoring Program and Leadership Conference 5,000

J WOOD PLATT CADDIE SCHOLARSHIP TRUST

1974 SPROUL RD 400
BROOMALL,PA19008 		N/A PC Empower Mentoring Program and Leadership Conference (Director Discretionary) 10,000

JEWISH FEDERATION OF GREATER PHILADELPHIA

2 COMMERCE SQ 2001 MARKET ST 2300
PHILADELPHIA,PA19103 		N/A PC Philly Stands With Israel Fund (Employee Matching) 500

JUNIATA COLLEGE

1700 MOORE ST
HUNTINGDON,PA16652 		N/A PC General Support (Director Discretionary) 2,000

JUNIOR LEAGUE OF PHILADELPHIA INC

27 W LANCASTER AVE
ARDMORE,PA19003 		N/A PC Volunteer Service Leadership (General Purpose) 1,000

KELLY ANNE DOLAN MEMORIAL FUND

580 VIRGINIA DR STE 110
FT WASHINGTON,PA19034 		N/A PC General Support (Employee Matching) 800

LA SALLE COLLEGE HIGH SCHOOL

8605 CHELTENHAM AVE
WYNDMOOR,PA19038 		N/A PC Annual Dinner Dance, Fund a Student program, 180 Degree Program and the David Program 6,000

LA SALLE COLLEGE HIGH SCHOOL

8605 CHELTENHAM AVE
WYNDMOOR,PA19038 		N/A PC Volunteer Service Leadership (General Purpose) 1,000

LA SALLE COLLEGE HIGH SCHOOL

8605 CHELTENHAM AVE
WYNDMOOR,PA19038 		N/A PC General Support (Employee Matching) 400

LIBERTY LUTHERAN SERVICES

7002 BUTLER PIKE
AMBLER,PA19002 		N/A PC General Support (Director Discretionary) 2,500

LIBERTY LUTHERAN SERVICES

7002 BUTLER PIKE
AMBLER,PA19002 		N/A PC Volunteer Service Leadership (General Purpose) 1,000

LIFE TURNING POINT OF PHILADELPHIA

5200 WAYNE AVE
PHILADELPHIA,PA19144 		N/A PC Volunteer Service Leadership (General Purpose) 1,000

LIFE TURNING POINT OF PHILADELPHIA

5200 WAYNE AVE
PHILADELPHIA,PA19144 		N/A PC General Support (Employee Matching) 6,000

MAIN LINE RESCUE INC

PO BOX 89
CHESTER SPRINGS,PA19425 		N/A PC General Support (Employee Matching) 1,009

MARY MOTHER OF THE REDEEMER CATHOLIC CHURCH

1325 UPPER STATE RD
NORTH WALES,PA19454 		N/A PC General Support (Employee Matching) 1,360

MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL

1325 UPPER STATE RD
NORTH WALES,PA19454 		N/A PC Innovation Lab (Director Discretionary) 10,000

MARY MOTHER OF THE REDEEMER CATHOLIC SCHOOL

1325 UPPER STATE RD
NORTH WALES,PA19454 		N/A PC Innovation Lab 15,000

MATTIE N DIXON COMM CUPBOARD INC

150 N MAIN ST
AMBLER,PA19002 		N/A PC Charitable Event 2,500

MATTIE N DIXON COMM CUPBOARD INC

150 N MAIN ST
AMBLER,PA19002 		N/A PC General Support (Director Discretionary) 1,500

MEADOWBROOK SCHOOL

1641 HAMPTON RD
MEADOWBROOK,PA19046 		N/A PC General Support (Employee Matching) 10,000

MEADOWBROOK SCHOOL

1641 HAMPTON RD
MEADOWBROOK,PA19046 		N/A PC Charitable Event 10,000

MEADOWBROOK SCHOOL

1641 HAMPTON RD
MEADOWBROOK,PA19046 		N/A PC Board Service Leadership (General Purpose) 5,000

MEADOWBROOK SCHOOL

1641 HAMPTON RD
MEADOWBROOK,PA19046 		N/A PC Professional Development Grant 25,000

MEADOWBROOK SCHOOL

1641 HAMPTON RD
MEADOWBROOK,PA19046 		N/A PC General Support (Director Discretionary) 18,000

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General Support (Employee Matching) 500

MID ATLANTIC CHRISTIAN MINISTRIES

195 MINE RUN RD
SCHWENKSVILLE,PA19473 		N/A PC General Support (Employee Matching) 5,000

MID ATLANTIC CHRISTIAN MINISTRIES

195 MINE RUN RD
SCHWENKSVILLE,PA19473 		N/A PC Board Service Leadership (General Purpose) 5,000

MIGHTY WRITERS

12 E CHURCH LN
PHILADELPHIA,PA19144 		N/A PC General Support (Employee Matching) 250

MOUNT SAINT JOSEPH ACADEMY

120 W WISSAHICKON AVE
FLOURTOWN,PA19031 		N/A PC Mount Crew Program, Mount Crew Program - Franklin Award, and Mount Fund in memory of S. Kathleen Brabson 7,500

NATIONAL BREAST CANCER FOUNDATION INC

7460 WARREN PKWY STE 150
FRISCO,TX75034 		N/A PC General Support (Employee Matching) 500

NEW LIFE PRESBYTERIAN CHURCH OF GLENSIDE

467 N EASTON RD
GLENSIDE,PA19038 		N/A PC General Support (Employee Matching) 5,000

NIAGARA UNIVERSITY

PO BOX 2008
NIAGARA UNIVERSITY,NY14109 		N/A PC General Support (Employee Matching) 200

NORTH DAKOTA MUSEUM OF ART

261 CENTENNIAL DR STOP 7305
GRAND FORKS,ND58202 		N/A PC Board Service Leadership (General Purpose) 5,000

NORTH PENN VALLEY BOYS & GIRLS CLUB INC

16 SUSQUEHANNA AVE
LANSDALE,PA19446 		N/A PC Wissahickon Program (Director Discretionary) 1,500

ONE FAMILY FUND

1029 TEANECK RD 3B
TEANECK,NJ07666 		N/A PC General Support (Employee Matching) 400

OPEN HEARTH INC

701 MAIN ST
PHOENIXVILLE,PA19460 		N/A PC Board Service Leadership (General Purpose) 3,000

OUR MOTHER OF CONSOLATION CATHOLIC SCHOOL

17 E CHESTNUT HILL AVE
PHILADELPHIA,PA19118 		N/A PC Charitable Event 250

OVERBROOK SCHOOL FOR THE BLIND

6333 MALVERN AVE
PHILADELPHIA,PA19151 		N/A PC Volunteer Service Leadership (General Purpose) 1,000

PAWS

100 N 2ND ST
PHILADELPHIA,PA19106 		N/A PC General Purpose (Employee Matching) 2,000

PEGASUS THERAPEUTIC RIDING ACADEMY INC

8297 BUSTLETON AVE
PHILADELPHIA,PA19152 		N/A PC General Support (Employee Matching) 200

PENNSYLVANIA CPA FOUNDATION

2001 MARKET ST STE 950
PHILADELPHIA,PA19103 		N/A SO I General & Unrestricted 7,500

PENNYPACK ECOLOGICAL RESTORATION TR

2955 EDGE HILL RD
HUNTINGDON VY,PA19006 		N/A PC General Support (Employee Matching) 2,073

PENNYPACK ECOLOGICAL RESTORATION TR

2955 EDGE HILL RD
HUNTINGDON VY,PA19006 		N/A PC General Support (Director Discretionary) 2,500

PENNYPACK ECOLOGICAL RESTORATION TR

2955 EDGE HILL RD
HUNTINGDON VY,PA19006 		N/A PC Ecological Restoration & Non-Profit Support Internship 25,000

PENNYPACK ECOLOGICAL RESTORATION TR

2955 EDGE HILL RD
HUNTINGDON VY,PA19006 		N/A PC Volunteer Service Leadership (General Purpose) 2,000

PENNYPACK ECOLOGICAL RESTORATION TR

2955 EDGE HILL RD
HUNTINGDON VY,PA19006 		N/A PC Field Station Capital Project 30,000

PHILADELPHIA CITIZEN

2400 MARKET ST OFFSITE STE 269
PHILADELPHIA,PA19103 		N/A PC General Support (Employee Matching) 250

PHILADELPHIA OUTWARD BOUND CENTER

3401 RESERVOIR DR
PHILADELPHIA,PA19121 		N/A PC Healthy Workplace 2,000

PHILADELPHIA OUTWARD BOUND CENTER

3401 RESERVOIR DR
PHILADELPHIA,PA19121 		N/A PC General & Unrestricted 20,000

PHILADELPHIA UNION FOUNDATION

2501 SEAPORT DR BOILER HOUSE 10
CHESTER,PA19013 		N/A PC General Support (Director Discretionary) 5,000

PHILADELPHIA YEARLY MEETING OF FRIENDS

5511 GREENE ST
PHILADELPHIA,PA19144 		N/A PC Charitable Event 750

PHILANTHROPY NETWORK GREATER PHILADELPHIA

1617 JFK BLVD 20TH FL
PHILADELPHIA,PA19103 		N/A PC General Support (Director Discretionary) 25,000

PHOEBE DEVITT HOMES

1925 W TURNER ST
ALLENTOWN,PA18104 		N/A PC General Support (Employee Matching) 4,000

PHOEBE DEVITT HOMES

1925 W TURNER ST
ALLENTOWN,PA18104 		N/A PC Charitable Event 2,500

PHOEBE DEVITT HOMES

1925 W TURNER ST
ALLENTOWN,PA18104 		N/A PC Board Service Leadership (General Purpose) 5,000

PHOENIX ANIMAL RESCUE

931 POTTSTOWN PIKE
CHESTER SPRGS,PA19425 		N/A PC General Support (Employee Matching) 200

PHOENIXVILLE AREA COMMUNITY SERVICES INC

101 BUCHANAN ST
PHOENIXVILLE,PA19460 		N/A PC Board Service Leadership (General Purpose) 2,000

POLICE ATHLETIC LEAGUE OF PHILADELPHIA

3068 BELGRADE ST
PHILADELPHIA,PA19134 		N/A PC General Support (Employee Matching) 200

QUEEN OF ANGELS REGIONAL CATHOLIC SCHOOL

401 EASTON RD
WILLOW GROVE,PA19090 		N/A PC General Support (Employee Matching) 500

REGINA COELI ACADEMY

1525 MARIAN RD
ABINGTON,PA19001 		N/A PC Board Service Leadership (General Purpose) 2,500

REGINA COELI ACADEMY

1525 MARIAN RD
ABINGTON,PA19001 		N/A PC General Support (Employee Matching) 8,000

REGINA COELI ACADEMY

1525 MARIAN RD
ABINGTON,PA19001 		N/A PC Expansion of Montessori Classroom 15,000

RESOURCES FOR HUMAN DEVELOPMENT INC

4700 WISSAHICKON AVE STE 126
PHILADELPHIA,PA19144 		N/A PC Center for Creative Works (Director Discretionary) 1,000

RIVERWOOD THERAPEUTIC RIDING CENTER INC

6825 ROLLING VIEW DR
TOBACCOVILLE,NC27050 		N/A PC General Support (Employee Matching) 500

SALVATION ARMY

701 NORTH BROAD ST
PHILADELPHIA,PA19123 		N/A PC Charitable Event 2,500

SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA

PO BOX 63966
PHILADELPHIA,PA19147 		N/A PC Beautification and Increased Access to the Kardon Northeast Branch 20,000

SHARING FOUNDATION

PO BOX 600
CONCORD,MA01742 		N/A PC General Support (Director Discretionary) 2,000

SPRINGSIDE CHESTNUT HILL ACADEMY

500 W WILLOW GROVE AVE
PHILADELPHIA,PA19118 		N/A PC Horizons at SCH Academy 10,000

SQUASH SMARTS INC

3890 N 10TH ST
PHILADELPHIA,PA19140 		N/A PC General Support (Director Discretionary) 2,000

SQUASH SMARTS INC

3890 N 10TH ST
PHILADELPHIA,PA19140 		N/A PC General Operating Support for SquashSmarts' Educational programs 25,000

ST MARTHAS ROMAN CATHOLIC CHURCH

11301 ACADEMY RD
PHILADELPHIA,PA19154 		N/A PC St. Martha School (Director Discretionary) 1,000

ST THOMAS CHURCH WHITEMARSH

7020 CAMP HILL RD
FORT WASHINGTON,PA19034 		N/A PC General Support (Director Discretionary) 1,000

STARFINDER FOUNDATION

4015 MAIN ST
PHILADELPHIA,PA19127 		N/A PC General Support (Director Discretionary) 5,000

STARFINDER FOUNDATION

4015 MAIN ST
PHILADELPHIA,PA19127 		N/A PC General & Unrestricted 20,000

STARFINDER FOUNDATION

4015 MAIN ST
PHILADELPHIA,PA19127 		N/A PC Charitable Event 5,000

SUITUP INCORPORATED

TEACH FOR AMERICA ATTN SUITUP 25 BR
NEW YORK,NY10004 		N/A PC General Support (Employee Matching) 2,000

TEMPLE UNIVERSITY

TASB 3RD FL 1852 N 10TH ST
PHILADELPHIA,PA19122 		N/A PC BLBB Charitable Financial Planning Scholarship fund at Fox School of Business 32,000

TEMPLE UNIVERSITY

TASB 3RD FL 1852 N 10TH ST
PHILADELPHIA,PA19122 		N/A PC Temple Athletics (Employee Matching) 1,000

THE ACADEMY IN MANAYUNK INC

1200 RIVER RD
CONSHOHOCKEN,PA19428 		N/A PC AIM Institute for Learning & Research - Learning Management System 50,000

THE ACADEMY IN MANAYUNK INC

1200 RIVER RD
CONSHOHOCKEN,PA19428 		N/A PC General Support (Director Discretionary) 10,000

THE CENTER FOR AQUATIC SCIENCES INC

1 RIVERSIDE DR
CAMDEN,NJ08103 		N/A PC Charitable Event 1,500

THE CENTER FOR LOSS AND BEREAVMENT

PO BOX 1299
SKIPPACK,PA19474 		N/A PC General Support (Employee Matching) 1,000

THE COMMITTEE OF SEVENTY

123 S BROAD ST
PHILADELPHIA,PA19109 		N/A PC Board Service Leadership (General Purpose) 5,000

THE COMMITTEE OF SEVENTY

123 S BROAD ST
PHILADELPHIA,PA19109 		N/A PC General Support (Employee Matching) 2,500

THE ELLIS FOUNDATION

PO BOX 54
FORT SCOTT,KS66701 		N/A PC General & Unrestricted 13,052

THE NAVIGATORS

PO BOX 50740
COLORADO SPRINGS,CO80949 		N/A PC General Support (Employee Matching) 1,260

THE PUBLIC SCHOOL OF GERMANTOWN

PO BOX 287
FT WASHINGTON,PA19034 		N/A PC GAXP- Experiential Learning Program Endowment fund 25,000

THE PUBLIC SCHOOL OF GERMANTOWN

PO BOX 287
FT WASHINGTON,PA19034 		N/A PC endowment fund and the Annual Fund/General Operating (Director Discretionary) 25,000

THE PUBLIC SCHOOL OF GERMANTOWN

PO BOX 287
FT WASHINGTON,PA19034 		N/A PC Charitable Event 2,500

THE PUBLIC SCHOOL OF GERMANTOWN

PO BOX 287
FT WASHINGTON,PA19034 		N/A PC Board Service Leadership (General Purpose) 5,000

TRAVIS MANION FOUNDATION

164 E STATE ST
DOYLESTOWN,PA18901 		N/A PC Spartan Leadership Summit (NE Regional and National) 25,000

TRAVIS MANION FOUNDATION

164 E STATE ST
DOYLESTOWN,PA18901 		N/A PC Charitable Event 5,000

TRICOUNTY COMMUNITY NETWORK INC

724 N ADAMS ST SUITE 203
POTTSTOWN,PA19464 		N/A PC Healthy Workplace 500

TRICOUNTY COMMUNITY NETWORK INC

724 N ADAMS ST SUITE 203
POTTSTOWN,PA19464 		N/A PC C2 Camp 2023 and 2024 & Launching Leaders 12,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

622 WEST 113TH ST MC4523
NEW YORK,NY10025 		N/A PC General Support (Employee Matching) 200

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

2929 WALNUT ST STE 300
PHILADELPHIA,PA19104 		N/A PC Volunteer Service Leadership (General Support) 1,000

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NE

1800 JOHN F KENNEDY BLVD
PHILADEPLHIA,PA19103 		N/A PC SVP Philadelphia 2,500

UPPER DUBLIN EDUCATION FOUNDATION

1580 FORT WASHINGTON AVE
MAPLE GLEN,PA19002 		N/A PC General Support (Employee Matching) 200

VANDERBILT UNIVERSITY

PO BOX 290369 525 ROYAL PKWY
NASHVILLE,TN37229 		N/A PC Vanderbilt Law School (Director Discretionary) 5,000

VETRI FOUNDATION FOR CHILDREN

915 SPRING GARDEN ST STE 103
PHILADELPHIA,PA19123 		N/A PC General Support (Director Discretionary) 1,500

VISITATION BLESSED VIRGIN MARY PARISH

196 N TROOPER RD
NORRISTOWN,PA19403 		N/A PC Volunteer Service Leadership (General Purpose) 1,000

VISITATION BLESSED VIRGIN MARY PARISH

196 N TROOPER RD
NORRISTOWN,PA19403 		N/A PC General Support (Employee Matching) 4,000

VITA EDUCATION SERVICES INC

8 EAST COURT ST
DOYLESTOWN,PA18901 		N/A PC General Support (Director Discretionary) 2,500

WHITEMARSH FOUNDATION

PO BOX 538
LAFAYETTE HL,PA19444 		N/A PC Charitable Event 10,000

WHITEMARSH FOUNDATION

PO BOX 538
LAFAYETTE HL,PA19444 		N/A PC Educational Pavilion 75,000

WHY NOT PROSPER INC

PO BOX 949
NORRISTOWN,PA19404 		N/A PC General Support (Director Discretionary) 10,000

WILLIAMSON COLLEGE OF THE TRADES

106 S NEW MIDDLETOWN RD
MEDIA,PA19063 		N/A PC General Support (Director Discretionary) 5,000

WILLIAMSON COLLEGE OF THE TRADES

106 S NEW MIDDLETOWN RD
MEDIA,PA19063 		N/A PC Alumni Relations and Student Education on Finance and Philanthropy 147,375

WILLIAMSON COLLEGE OF THE TRADES

106 S NEW MIDDLETOWN RD
MEDIA,PA19063 		N/A PC General Support (Employee Matching) 4,000

WILLIAMSON COLLEGE OF THE TRADES

106 S NEW MIDDLETOWN RD
MEDIA,PA19063 		N/A PC Board Service Leadership (General Purpose) 5,000

Wissahickon High School

521 HOUSTON RD
Ambler,PA19002 		N/A GOV Jeff Madden Scholarship Award fund (Director Discretionary) 1,000

WISSAHICKON VALLEY WATERSHED ASSOCIATION INC

12 MORRIS RD
AMBLER,PA19002 		N/A PC General & Unrestricted 25,000

WISSAHICKON VALLEY WATERSHED ASSOCIATION INC

12 MORRIS RD
AMBLER,PA19002 		N/A PC Healthy Workplace 2,000

WISSAHICKON VALLEY WATERSHED ASSOCIATION INC

12 MORRIS RD
AMBLER,PA19002 		N/A PC General Support (Director Discretionary) 5,000

WOMENS RESOURCE CENTER

PO BOX 596
WAYNE,PA19087 		N/A PC Financial Stability Program 15,000

WOMENS RESOURCE CENTER

PO BOX 596
WAYNE,PA19087 		N/A PC Charitable Event 2,000

WOMENS RESOURCE CENTER

PO BOX 596
WAYNE,PA19087 		N/A PC General Support (Employee Matching) 1,206

WOMENS RESOURCE CENTER

PO BOX 596
WAYNE,PA19087 		N/A PC Board Service Leadership (General Purpose) 2,500

WOMENS WAY

123 S BROAD ST STE 1320
PHILADELPHIA,PA19109 		N/A PC Financial Wellness Program 25,000

WYNCOTE CHURCH HOME

208 FERNBROOK AVE
WYNCOTE,PA19095 		N/A PC Volunteer Service Leadership (General Purpose) 1,000

WYNDCROFT SCHOOL

415 ROSEDALE DR
POTTSTOWN,PA19464 		N/A PC Annual Fund, endowment fund, and for faculty professional development (Director Discretionary) 11,000

WYNDCROFT SCHOOL

415 ROSEDALE DR
POTTSTOWN,PA19464 		N/A PC Charitable Event 5,000

YOUNG LIFE

19 S CHURCH ST
WEST CHESTER,PA19282 		N/A PC Board Service Leadership (Liberty Region) 2,500

YOUNG LIFE

206 N BETHLEHEM PIKE
FORT WASHINGTON,PA19034 		N/A PC General Support (Employee Matching) 3,000

YOUNG LIFE

223 WOODLYN AVE
GLENSIDE,PA19038 		N/A PC Charitable Event 500

THE ELLIS FOUNDATION

PO BOX 54
FORT SCOTT,KS66701 		N/A PC General & Unrestricted (SEE GENEREAL STATEMENT) 146,948

ACHIEVEABILITY

5901 MARKET ST STE 410
PHILADELPHIA,PA19139 		N/A PC General & Unrestricted (SEE GENEREAL STATEMENT) 2,174

FAMILY PROMISE MONTCO PA

31 S SPRING GARDEN ST
AMBLER,PA19002 		N/A PC General & Unrestricted (SEE GENEREAL STATEMENT) 125

GIVING TREE

PO BOX 823
GWYNEDD VLY,PA19437 		N/A PC General & Unrestricted 180
Total .................................right arrow 3a 1,732,988
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 9,144  
4 Dividends and interest from securities ....     14 712,618  
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 2,429,764  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM LIFE INSURANCE 		    01 43,912  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,195,438  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,195,438
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 CompensationExplanation
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
Person Name Explanation
Laura W Brewer *LAURA W BREWER, VICE PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $161,457 FOR INVESTMENT MANAGEMENT SERVICES AND $225,417 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.
Clifford Haugen *CLIFFORD HAUGEN, PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $161,457 FOR INVESTMENT MANAGEMENT SERVICES AND $225,417 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.
W Dean Karrash *W Dean Karrash, VICE PRESIDENT/DIRECTOR/SECRETARY OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $161,457 FOR INVESTMENT MANAGEMENT SERVICES AND $225,417 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.
John T Lawton *JOHN T LAWTON, VICE PRESIDENT/DIRECTOR OF THE CEDARCREST CHARITABLE FOUNDATION AKA BLBB CHARITABLE (THE "FOUNDATION"), IS A MANAGING MEMBER OF BLB&B HOLDINGS, LLC, WHICH IS THE SOLE OWNER OF BLB&B ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND PHILANTHROPIC SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION PAID $161,457 FOR INVESTMENT MANAGEMENT SERVICES AND $225,417 FOR PHILANTHROPIC SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND PHILANTHROPIC FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 GeneralExplanationAttachment
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
Identifier Return Reference Explanation
PART I LINE 25 AND PART XIV LINE 3A PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION METHOD FOR DETERMINING VALUE OF BACKPACKS AND GIFT CARDS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $149,247 TOTAL BOOK VALUE OF PROPERTY: $39,849 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $149,247 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $109,398 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: APPLE INC UNITS: 850 DATE OF DISTRIBUTION: 5/16/2023 GRANT RECIPIENT: THE ELLIS FOUNDATION FMV OF PROPERTY: $146,948 BOOK VALUE OF PROPERTY: $37,550 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $146,948 DESCRIPTION OF PROPERTY: BACKPACKS UNITS: 100 DATE OF DISTRIBUTION: 8/7/2023 GRANT RECIPIENT: Achievability FMV OF PROPERTY: $2,174 BOOK VALUE OF PROPERTY: $2,174 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,174 DESCRIPTION OF PROPERTY: GIFT CARDS UNITS: 10 DATE OF DISTRIBUTION: 5/22/2023 GRANT RECIPIENT: Family Promise MontCo PA FMV OF PROPERTY: $125 BOOK VALUE OF PROPERTY: $125 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $125
FORM 990-PF, PARTS I AND XIV FORM 990-PF, PARTS I AND XIV TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $1,732,988 Less amount counted as a qualifying distribution on part XI, LINE 2: $2,299 TOTAL Part I, Line 25, Column (d): $1,730,689

TY 2023 InvestmentsCorpStockSchedule
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 289,815 285,145
ALPHABET INC CL A 242,758 470,197
AMAZON COM 508,588 631,767
APPLE INC 302,821 657,682
ARISTA NETWORKS 245,650 264,949
BARCLAYS BK PLC IPATH ETN 2,496,904 2,391,146
BLACKROCK INC 78,510 142,065
CADENCE DESIGN SYSTEMS INC 277,069 367,700
CHARLES SCHWAB CORP 261,595 222,086
CHEVRON CORP 261,574 410,190
CISCO SYSTEMS INC 273,055 298,068
COSTCO WHOLESALE CORPORATION 173,803 292,415
CVS CAREMARK CORP 202,924 213,903
D R HORTON 43,890 187,239
DANAHER CORP 94,041 237,818
DEERE CO 153,627 211,531
ECOLAB INC 180,998 173,160
FORD MOTOR COMPANY 151,280 150,571
ISHARE SP SMALL CAP 600 INDEX 5,662,172 7,210,316
ISHARES CORE MSCI EMERGING MAR 5,594,807 5,973,953
ISHARES TR S & P MIDCAP 400 IN 3,633,097 4,032,810
JOHNSON & JOHNSON 205,092 217,712
JP MORGAN CHASE 201,217 315,706
LINDE PLC COM 165,364 174,962
LOCKHEED MARTIN CORP 233,111 233,419
MCDONALD'S CORP 189,914 245,510
MICROSOFT CORP 421,226 886,326
MONSTER BEVERAGE CORP 188,694 209,009
NEXTERA ENERGY, INC 285,016 336,560
NVIDIA CORP 122,813 306,046
PROCTER GAMBLE CO 213,528 267,289
S&P GLOBAL INC COM 134,650 229,951
SCHWAB US MID CAP 3,580,768 4,752,466
STRYKER CORPORATION 154,554 248,552
TAKE-TWO INTERACTIVE SOFTWARE 209,769 272,006
VANGUARD FTSE DEVELOPED MARKET 7,271,832 7,376,599
VANGUARD FTSE EMERGING MARKETS 453,541 440,510
VISA INC 158,873 251,758
WALT DISNEY HOLDINGS CO 167,767 140,401
WASTE MANAGEMENT INC 209,453 284,948
ZOETIS INC 164,534 288,358

TY 2023 InvestmentsGovtObligationsSch
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
US Government Securities - End of Year Book Value:

293,977
US Government Securities - End of Year Fair Market Value:

298,478
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LIFE INSURANCE - AG #A10127585   134,794 134,794
LIFE INSURANCE - LINCOLN #6590   286,745 286,745
LIFE INSURANCE - NY LIFE #4541   1,998,100 1,998,100
MINERVA PROJECT, INC   261,000 261,000

TY 2023 OtherExpensesSchedule
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 75,375     75,375
Digital Subscriptions 1,156     1,156
Foundation Dues & Memberships 8,265     8,265
Indemnification Insurance 1,413     1,413
Life Insurance Premium 73,255      
OFFICE SUPPLIES 1,309     1,309
Postage/Delivery Service 98     98
SOCIAL MEDIA/ADVERTISING EXP 400     400
State or Local Filing Fees 25     25
TRAINING & PROFESSIONAL DEVEL 82     82


TY 2023 OtherIncomeSchedule2
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM LIFE INSURANCE 43,912    


TY 2023 OtherIncreasesSchedule
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
Description Amount
GRANT OF PUBLICLY TRADED SECURITIES 109,398


TY 2023 OtherProfessionalFeesSchedule
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 161,457 161,457    
PHILANTHROPIC CONSULTING SRVCS 225,417     225,417
WEBSITE DESIGN 2,185     2,185


TY 2023 TaxesSchedule
Name:
The Cedarcrest Charitable Foundation AKA
 
BLBB Charitable
EIN:
27-3420282
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 11,200      
990-PF Extension for 2022 2,000