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
INDEPENDENCE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)200 SOUTH BROAD STREET 1101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19102
A Employer identification number

23-1352110
B Telephone number (see instructions)

(215) 985-4009
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$73,597,422
J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,598 2,598  
4 Dividends and interest from securities... 1,540,964 1,540,964  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,605,411
b Gross sales price for all assets on line 6a 9,586,258
7 Capital gain net income (from Part IV, line 2)... 2,605,411
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,148,973 4,148,973  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 587,482 285,280   302,202
14 Other employee salaries and wages...... 607,829 79,742   528,087
15 Pension plans, employee benefits....... 310,559 94,837   215,722
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 60,281 54,253   6,028
c Other professional fees (attach schedule).... 145,441 47,618   97,823
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 11,175 2,833  
20 Occupancy.............. 216,471 55,511   160,960
21 Travel, conferences, and meetings....... 44,369 4,513   39,856
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 335,655 32,112   303,543
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,319,262 656,699   1,654,221
25 Contributions, gifts, grants paid....... 3,659,419 3,659,419
26 Total expenses and disbursements. Add lines 24 and 25 5,978,681 656,699   5,313,640
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,829,708
b Net investment income (if negative, enter -0-) 3,492,274
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............. 436 1,435 1,434
2 Savings and temporary cash investments......... 455,019 335,011 335,011
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)      
b Investments—corporate stock (attach schedule)....... 47,624,850 Click to see attachment
List of Attached Documents:
// Content
56,277,115
56,277,115
c Investments—corporate bonds (attach schedule)....... 18,191,330 Click to see attachment
List of Attached Documents:
// Content
16,875,219
16,875,219
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)..........      
14 Land, buildings, and equipment: basis right arrow1,126,110
Less: accumulated depreciation (attach schedule) right arrow1,109,417 27,868 Click to see attachment
List of Attached Documents:
// Content
16,693
16,693
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
271,693
Click to see attachment
List of Attached Documents:
// Content
271,693
Click to see attachment
List of Attached Documents:
// Content
91,950
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 66,571,196 73,777,166 73,597,422
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........... 66,571,196 73,777,166
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    
29 Total net assets or fund balances (see instructions)..... 66,571,196 73,777,166
30 Total liabilities and net assets/fund balances (see instructions). 66,571,196 73,777,166
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
66,571,196
2
Enter amount from Part I, line 27a .....................
2
-1,829,708
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,035,678
4
Add lines 1, 2, and 3 ..........................
4
73,777,166
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
73,777,166
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 SALE OF PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,981,866   6,980,847 2,001,019
b 604,392     604,392
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       2,001,019
b       604,392
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 2,605,411
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 48,543
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 48,543
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 48,543
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 32,722
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 32,722
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
8 597
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 16,418
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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 arrowPA
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
 
No
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 arrowWWW.INDEPENDENCEFOUNDATION.ORG
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (215) 985-4009

Located atright arrow200 SOUTH BROAD STREET 1101PHILADELPHIAPA ZIP+4right arrow19102
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)
Yes
 
(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
 
No
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
HON PHYLLIS W BECK BOARD CHAIR
40.00
239,691 28,326 0
200 S BROAD STREET SUITE 1101
PHILADELPHIA,PA19102
SUSAN E SHERMAN PRESIDENT, CEO
40.00
347,792 52,526 0
200 S BROAD STREET SUITE 1101
PHILADELPHIA,PA19102
CATHERINE C CARR SECRETARY
2.00
0 0 0
200 S BROAD STREET SUITE 1101
PHILADELPHIA,PA19102
DERICK DREHER ASST. SECRETARY
2.00
0 0 0
200 S BROAD STREET SUITE 1101
PHILADELPHIA,PA19102
LOREE JONES MEMBER
2.00
0 0 0
200 S BROAD STREET SUITE 1101
PHILADELPHIA,PA19102
DAVID LOGAN MEMBER
2.00
0 0 0
200 S BROAD STREET SUITE 1101
PHILADELPHIA,PA19102
JOYCE WILKERSON MEMBER (SINCE 04/23)
2.00
0 0 0
200 S BROAD STREET SUITE 1101
PHILADELPHIA,PA19102
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
JENNIFER BOHNENBERGER CHIEF OPERATING OFFI
40.00
166,041 65,652 0
200 SOUTH BROAD STREET
PHILADELPHIA,PA19102
HEATHER MCDANEL PEER LEARNING
40.00
132,088 30,511 0
200 SOUTH BROAD STREET
PHILADELPHIA,PA19102
KATE E TEJADA OFFICE ADMINISTRATOR
40.00
93,493 39,557 0
200 SOUTH BROAD STREET
PHILADELPHIA,PA19102
ANN TORREGROSSA HEALTH & LEGAL SERVI
40.00
96,912 10,660 0
200 SOUTH BROAD STREET
PHILADELPHIA,PA19102
ROSE TOMLINSON ADMINISTRATIVE ASSIS
40.00
50,624 6,449 0
200 SOUTH BROAD STREET
PHILADELPHIA,PA19102
Total number of other employees paid over $50,000...................right arrow 0
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
FOUNDATION SOURCE FOUNDATION MANAGEMENT SERVICES 85,000
55 WALLS DRIVE
FAIRFIELD,CT06824
RKL LLP AUDIT/TAX SERVICES 60,281
PO BOX 8408
LANCASTER,PA176048408
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
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
69,520,725
b
Average of monthly cash balances.......................
1b
407,463
c
Fair market value of all other assets (see instructions)................
1c
114,231
d
Total (add lines 1a, b, and c).........................
1d
70,042,419
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
70,042,419
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,050,636
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
68,991,783
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,449,589
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
3,449,589
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
48,543
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
48,543
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,401,046
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,401,046
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
3,401,046
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
5,313,640
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
 
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
5,313,640
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 3,401,046
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,286,622
b From 2019...... 1,416,356
c From 2020...... 1,522,924
d From 2021...... 1,902,841
e From 2022...... 1,764,873
f Total of lines 3a through e ........ 7,893,616
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,313,640
a Applied to 2022, 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 2023 distributable amount..... 3,401,046
e Remaining amount distributed out of corpus 1,912,594
5 Excess distributions carryover applied to 2023. 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 9,806,210
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
1,286,622
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
8,519,588
10 Analysis of line 9:
a Excess from 2019.... 1,416,356
b Excess from 2020.... 1,522,924
c Excess from 2021.... 1,902,841
d Excess from 2022.... 1,764,873
e Excess from 2023.... 1,912,594
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).)
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:
SUSAN E SHERMAN PRESIDENT INDEPENDE
200 SOUTH BROAD STREET SUITE 1101
PHILADELPHIA,PA19102
(215) 985-4009
bThe form in which applications should be submitted and information and materials they should include:
INDEPENDENCE FOUNDATION DOES NOT ACCEPT UNSOLICITED PROPOSALS. EACH YEAR THE FOUNDATION SENDS OUT REQUEST FOR PROPOSALS (RFP) UNDER THE FOLLOWING CATEGORIES: CULTURE AND THE ARTS, HEALTH AND HUMAN SERVICES, PUBLIC INTEREST LEGAL AID, NURSE MANAGED HEALTH CARE INITIATIVE, PUBLIC INTEREST LAW FELLOWSHIP PROGRAM, AND FELLOWSHIPS IN THE ARTS PROGRAM. ORGANIZATIONS NOT PREVIOUSLY FUNDED BY THE FOUNDATION ARE ENCOURAGED TO SEND A TWO PAGE LETTER OF INQUIRY INCLUDING ORGANIZATIONAL BACKGROUND INFORMATION, AMOUNT BEING REQUESTED AND DESCRIPTION OF THE PROGRAM/SERVICES FOR WHICH THE FUNDS WILL BE USED. PLEASE NOTE THAT THE FOUNDATION'S FUNDING AREA IS RESTRICTED TO PHILADELPHIA AND ITS SURROUNDING PENNSYLVANIA COUNTIES: BUCKS, CHESTER, DELAWARE AND MONTGOMERY.
cAny submission deadlines:
THE FOUNDATION ESTABLISHES A GRANT CYCLE ON A YEARLY BASIS AND ALL DECISIONS ARE MADE IN CYCLE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LETTERS OF INQUIRY WILL BE REVIEWED FOR CONSISTENCY WITH CURRENT FUNDING PRIORITIES. SHOULD THE APPLICATION, AFTER REVIEW BY THE BOARD OF DIRECTORS, PROVE TO BE WITHIN THE SCOPE OF THE FOUNDATION'S INTERESTS, THE APPLICANT WILL BE ADVISED AND THE NECESSARY INTERVIEWS MAY BE ARRANGED PRIOR TO A FINAL DETERMINATION BY THE BOARD OF DIRECTORS.
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

DOMESTIC VIOLENCE CENTER OF CHESTER COUNTY

PO BOX 832
WEST CHESTER,PA193810832
  PC GENERAL SUPPORT 10,000

CHRIST THE KING DEAF CHURCH

730 S NEW ST
WEST CHESTER,PA193823666
  PC GENERAL SUPPORT 7,500

FAMILY SERVICE OF CHESTER COUNTY

310 N MATLACK ST
WEST CHESTER,PA193802620
  PC GENERAL SUPPORT 5,000

QUEST THERAPEUTIC SERVICES INC

461 CANN RD
WEST CHESTER,PA193821715
  PC GENERAL SUPPORT 7,500

FRIENDS ASSOCIATION FOR CARE & PROTECTION OF CHILDREN

113 WEST CHESTNUT STREET
WEST CHESTER,PA19380
  PC GENERAL SUPPORT 5,000

WOMENS RESOURCE CENTER

PO BOX 596
WAYNE,PA190870596
  PC GENERAL SUPPORT 10,000

SPECIAL EQUESTRIANS

2800 STREET RD
WARRINGTON,PA189761637
  PC GENERAL SUPPORT 5,000

PLANNED PARENTHOOD KEYSTONE

610 LOUIS DRIVE 300
WARMINSTER,PA189742828
  PC GENERAL SUPPORT 25,000

VILLANOVA UNIVERSITY

800 E LANCASTER AVE
VILLANOVA,PA190851603
  PC GENERAL SUPPORT 5,000

COMMUNITY ACTION AGENCY OF DELAWARE COUNTY INC

1414 MEETINGHOUSE RD
UPPR CHICHSTR,PA190613455
  PC HOUSING SERVICES 5,000

MULTICULTURAL COMMUNITY FAMILY SERVICES INC

7016 TERMINAL SQ STE 3A
UPPER DARBY,PA190822338
  PC CALABASH FOOD PANTRY 5,000

CHESTER EASTSIDE INC

301 9TH ST
UPLAND,PA190152912
  PC GENERAL SUPPORT 5,000

HANDI-CRAFTERS INC

PO BOX 72646
THORNDALE,PA193720646
  PC GENERAL SUPPORT 5,000

DEAF-HEARING COMMUNICATION CENTER INC

630 FAIRVIEW RD STE 100
SWARTHMORE,PA190812335
  PC GENERAL SUPPORT 10,000

SWARTHMORE COLLEGE

500 COLLEGE AVENUE
SWARTHMORE,PA19081
  PC CHESTER CHILDREN'S CHORUS 15,000

PARK AVENUE COMMUNITY CENTER INC

129 PARK AVE
SWARTHMORE,PA190811536
  PC GENERAL SUPPORT 3,000

MONTGOMERY THEATER INC

PO BOX 64033
SOUDERTON,PA189640033
  PC GENERAL SUPPORT 5,000

HEDGEROW THEATRE INC

146 W ROSE VALLEY RD
ROSE VALLEY,PA190866236
  PC GENERAL SUPPORT 5,000

BERNARDINE FRANCISCAN SISTERS

450 ST BERNARDINE ST
READING,PA19607
  PC GENERAL SUPPORT 5,000

TRICOUNTY COMMUNITY NETWORK INC

724 N ADAMS STREET SUITE 203
POTTSTOWN,PA19464
  PC GENERAL OPERATING SUPPORT FOR THE COLLEGE STUDENT BASIC NEEDS PROGRAM (CSBNP) 10,000

JEWISH HEALTHCARE FOUNDATION OF PITTSBURGH

625 LIBERTY AVE STE 2500
PITTSBURGH,PA152223115
  PC PENNSYLVANIA TEACHING NURSING HOME PROJECT 10,000

CH PENNSYLVANIA UNDER - 21

31 E ARMAT ST
PHILADELPHIA,PA191442201
  PC GENERAL SUPPORT 10,000

NEIGHBORHOOD BIKE WORKS

3943 LANCASTER AVENUE
PHILADELPHIA,PA191044667
  PC GENERAL SUPPORT 1,000

PHILADELPHIA MURAL ARTS ADVOCATES

1727-29 MOUNT VERNON ST
PHILADELPHIA,PA19130
  PC RESTORATIVE JUSTICE GUILD PROGRAM/WOMEN'S REENTRY 25,000

EGO PO

317 DICKINSON STREET UNIT D
PHILADELPHIA,PA191476514
  PC GENERAL SUPPORT 5,000

HABITAT FOR HUMANITY INTERNATIONAL INC

1829 N 19TH ST
PHILADELPHIA,PA191212205
  PC GENERAL SUPPORT 10,000

WOMEN AGAINST ABUSE INC

100 S BROAD ST
PHILADELPHIA,PA191101024
  PC LEGAL SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE IN PHILADELPHIA 10,000

YOUTH EMPOWERMENT FOR ADVANCEMENT HANGOUT

5928 LOCUST ST
PHILADELPHIA,PA191393830
  PC GENERAL SUPPORT 10,000

PARTNERS FOR SACRED PLACES INC

1700 SANSOM ST 10TH FLOOR
PHILADELPHIA,PA191035219
  PC MAKING HOMES FOR THE ARTS IN SACRED PLACES 10,000

DARE 2 HOPE INC

3101 N 32ND ST
PHILADELPHIA,PA191321003
  PC GENERAL SUPPORT 4,000

FEDERATION OF NEIGHBORHOOD CENTERS INC

1901 S 9TH ST STE 212
PHILADELPHIA,PA191482386
  PC MURPHY'S GIVING MARKET 6,000

THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA

30 S 17TH ST 11TH FLR
PHILADELPHIA,PA191034011
  PC STUDENT BOARD REPRESENTATIVES INITIATIVE, BOARD OF EDUCATION 25,000

HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC

600 CHESTNUT ST SUITE 500B
PHILADELPHIA,PA19106
  PC LEGAL SERVICES 15,000

ANTIOCH CHRISTIAN FELLOWSHIP

4721 CHESTNUT ST
PHILADELPHIA,PA191394614
  PC LEVEL UP PHILLY 5,000

EISENHOWER EXCHANGE FELLOWSHIPS INC

250 SOUTH 16TH STREET
PHILADELPHIA,PA19102
  PC PHILADELPHIA FELLOWS 30,000

PAINTED BRIDE ART CENTER INC

PO BOX 16696
PHILADELPHIA,PA19139
  PC THEATRE IN THE X 3,000

ACHIEVEABILITY

5901 MARKET ST SUITE 410
PHILADELPHIA,PA19139
  PC GENERAL SUPPORT 10,000

ACADEMY OF VOCAL ARTS

1920 SPRUCE ST
PHILADELPHIA,PA191036613
  PC GENERAL SUPPORT 2,000

ABORTION LIBERATION FUND OF PA

PO BOX 40748
PHILADELPHIA,PA19107
  PC GENERAL SUPPORT 5,000

HOPEPHL

325 N 39TH ST
PHILADELPHIA,PA191044656
  PC HEALTH & HUMAN SERVICES FELLOWSHIP PROGRAM 18,163

BEARDED LADIES CABARET

1315 WALNUT ST STE 320
PHILADELPHIA,PA191074701
  PC GENERAL SUPPORT 5,000

ENCHANTMENT THEATRE COMPANY

7715 CRITTENDEN ST 349
PHILADELPHIA,PA191184473
  PC GENERAL SUPPORT 13,000

THE FREE LIBRARY OF PHILADELPHIA

1901 VINE ST STE 111
PHILADELPHIA,PA19103
  PC THE PEPPER SOCIETY 5,000

PHILADELPHIA FOLKLORE PROJECT

735 S 50TH ST
PHILADELPHIA,PA191433328
  PC GENERAL SUPPORT 5,000

COMMUNITY LEGAL SERVICES INC

1424 CHESTNUT ST
PHILADELPHIA,PA191022556
  PC GENERAL SUPPORT 65,000

SANKOFA HEALING STUDIO

1415 N BROAD ST
PHILADELPHIA,PA191223323
  PC GENERAL SUPPORT 5,000

PHILADELPHIA VIP INC

1500 WALNUT STREET SUITE 400
PHILADELPHIA,PA19102
  PC GENERAL SUPPORT 10,000

PREVENTION POINT PHILADELPHIA INCORPORATED

PO BOX 60990
PHILADELPHIA,PA19133
  PC GENERAL SUPPORT 25,000

SENIORLAW CENTER

1650 ARCH ST SUITE 1820
PHILADELPHIA,PA19103
  PC GENERAL SUPPORT 10,000

THE CENTER FOR EMERGING VISUAL ARTISTS LTD

237 S 18TH ST 3A
PHILADELPHIA,PA19103
  PC GENERAL SUPPORT 5,000

PUENTES DE SALUD

1700 SOUTH ST
PHILADELPHIA,PA191461529
  PC GENERAL SUPPORT 25,000

PENNSYLVANIA BALLET ASSOCIATION

323 N BROAD STREET
PHILADELPHIA,PA19107
  PC IN SUPPORT OF THE EXCELLENCE FUND 20,000

BROAD STREET MINISTRY

PO BOX 22656
PHILADELPHIA,PA19110
  PC GENERAL SUPPORT 11,000

YOUTH SENTENCING & REENTRY PROJECT INC

1528 WALNUT ST STE 515
PHILADELPHIA,PA191023606
  PC GENERAL SUPPORT 12,000

EPISCOPAL COMMUNITY SERVICES OF THE DIOCESE OF PENNSYLVANIA

225 S 3RD ST
PHILADELPHIA,PA191063910
  PC ST. BARNABAS COMMUNITY RESOURCE CENTER 10,000

BALLETX

1923 WASHINGTON AVE
PHILADELPHIA,PA191462653
  PC GENERAL SUPPORT 11,000

ESPERANZA IMMIGRATION LEGAL SERVICES

4261 N 5TH ST
PHILADELPHIA,PA191402615
  PC GENERAL SUPPORT 10,000

ARDEN THEATRE COMPANY

40 N 2ND ST
PHILADELPHIA,PA191064504
  PC GENERAL SUPPORT 15,000

ZOOLOGICAL SOCIETY OF PHILADELPHIA

3400 W GIRARD AVE
PHILADELPHIA,PA191041139
  PC GENERAL SUPPORT 30,000

MANN CENTER FOR THE PERFORMING ARTS

123 S BROAD ST STE 815
PHILADELPHIA,PA191091048
  PC GENERAL SUPPORT 25,000

UPLIFT SOLUTIONS INC

417 N 8TH ST STE 300
PHILADELPHIA,PA191233918
  PC UPLIFT YOUTH PROGRAM 5,000

HOPEPHL

325 N 39TH ST
PHILADELPHIA,PA191044656
  PC GENERAL SUPPORT 10,000

LYRIC FEST

312 CARPENTER LANE 3RD FLOOR
PHILADELPHIA,PA191193003
  PC TO SUPPORT PARTNERSHIP AND PERFORMANCES WITH ESPERANZA 10,000

BOOKS THROUGH BARS

4722 BALTIMORE AVE
PHILADELPHIA,PA191433503
  PC GENERAL SUPPORT 5,000

SHARE FOOD PROGRAM INC

2901 W HUNTING PARK AVE
PHILADELPHIA,PA191291802
  PC HEALTH & HUMAN SERVICES FELLOWSHIP PROGRAM 73,424

INTERACT INC

302 S HICKS ST THE DRAKE
PHILADELPHIA,PA19102
  PC GENERAL SUPPORT 10,000

CULTURETRUST GREATER PHILADELPHIA

1315 WALNUT ST STE 320
PHILADELPHIA,PA191074701
  PC POWER STREET THEATRE 3,000

THE PUBLIC INTEREST LAW CENTER

1500 JOHN F KENNEDY BLVD STE 802
PHILADELPHIA,PA191021737
  PC PUBLIC INTEREST LAW FELLOWSHIP PROGRAM 83,022

HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC

600 CHESTNUT ST SUITE 500B
PHILADELPHIA,PA19106
  PC PUBLIC INTEREST LAW FELLOWSHIP PROGRAM 40,376

PHILADELPHIA MURAL ARTS ADVOCATES

1727-29 MOUNT VERNON ST
PHILADELPHIA,PA19130
  PC TO SUPPORT WORKING WITH A FUNDRAISING CONSULTANT TO DEVELOP STRATEGIES AROUND CORPORATE AND BOARD GIVING 15,000

BEYOND THE BARS INC

3500 LANCASTER AVE
PHILADELPHIA,PA191044916
  PC GENERAL SUPPORT 10,000

BETHESDA PROJECT

1630 SOUTH ST
PHILADELPHIA,PA19146
  PC GENERAL SUPPORT 10,000

NATIONALITIES SERVICE CENTER OF PHILADELPHIA

1216 ARCH STREET FL 4
PHILADELPHIA,PA19107
  PC PUBLIC INTEREST LAW FELLOWSHIP PROGRAM 74,506

EASTERN STATE PENITENTIARY HISTORIC SITE INC

2027 FAIRMOUNT AVE
PHILADELPHIA,PA191302610
  PC GENERAL SUPPORT 10,000

LANTERN THEATER COMPANY

PO BOX 53428
PHILADELPHIA,PA191053428
  PC GENERAL SUPPORT 10,000

CHILDREN FIRST PA

900 SPRING GARDEN ST STE 200
PHILADELPHIA,PA19123
  PC NEW PATHWAYS TO BEHAVIORAL HEALTH SERVICES WILL BOOST THE WELLNESS OF CHILDREN IN PHILADELPHIA. 25,000

SUPPORTIVE OLDER WOMENS NETWORK

4100 MAIN ST STE 403
PHILADELPHIA,PA191271623
  PC GRANDFAMILY RESOURCE CENTER 10,000

EDUCATION LAW CENTER - PA

1800 JFK BOULEVARD SUITE 1900A
PHILADELPHIA,PA191037412
  PC GENERAL SUPPORT 12,000

AMERICAN RED CROSS SOUTHEASTERN PENNSYLVANIA CHAPTER

2221 CHESTNUT STREET
PHILADELPHIA,PA19103
  PC RED CROSS HOUSE 5,000

AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA INC

PO BOX 60173
PHILADELPHIA,PA19102
  PC PUBLIC INTEREST LAW FELLOWSHIP PROGRAM 88,144

SUPPORT CENTER FOR CHILD ADVOCATES

1617 JFK BLVD STE 1200
PHILADELPHIA,PA19103
  PC PUBLIC INTEREST LAW FELLOWSHIP PROGRAM 41,888

PHILADELPHIA LEGAL ASSISTANCE CENTER INC

THE CAST IRON BUILDING 718 ARCH ST
PHILADELPHIA,PA19107
  PC PUBLIC INTEREST LAW FELLOWSHIP PROGRAM 80,275

INTERCULTURAL JOURNEYS

701 S 50TH STREET
PHILADELPHIA,PA191431689
  PC GENERAL SUPPORT 5,000

XIENTE

174 DIAMOND ST
PHILADELPHIA,PA191221722
  PC LA GUAGUA 47 COMMUNITY ARTS PROJECT 5,000

NATIONALITIES SERVICE CENTER OF PHILADELPHIA

1216 ARCH STREET FL 4
PHILADELPHIA,PA19107
  PC LEGAL SERVICES 15,000

COMMUNITY LEGAL SERVICES INC

1424 CHESTNUT ST
PHILADELPHIA,PA191022556
  PC PUBLIC INTEREST LAW FELLOWSHIP PROGRAM 166,496

HOUSING ALLIANCE OF PENNSYLVANIA

1501 CHERRY ST
PHILADELPHIA,PA19102
  PC GENERAL SUPPORT 10,000

PHILADELPHIA ORCHESTRA ASSOCIATION

1 S BROAD ST 14TH FL
PHILADELPHIA,PA19107
  PC OUR CITY, YOUR ORCHESTRA LIVE! 15,000

THE PUBLIC INTEREST LAW CENTER

1500 JOHN F KENNEDY BLVD STE 802
PHILADELPHIA,PA191021737
  PC GENERAL SUPPORT 10,000

HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA INC

600 CHESTNUT ST SUITE 500B
PHILADELPHIA,PA19106
  PC GENERAL SUPPORT 2,000

PHILADELPHIA POLICE FOUNDATION

1650 MARKET STREET NO 4500
PHILADELPHIA,PA19103
  PC NIGHT FOR BLUE 1,000

CENTER FOR THE ADVOCACY FOR THE RIGHTS & INTERESTS OF THE ELDERLY

1650 ARCH ST SUITE 1825
PHILADELPHIA,PA19102
  PC GENERAL SUPPORT 50,000

ALBERT M GREENFIELD HOME AND SCHOOL ASSOCIATION INC

2200 CHESTNUT ST
PHILADELPHIA,PA191034307
  PC GENERAL SUPPORT 2,000

COSACOSA ART AT LARGE INC

4427 MAIN ST
PHILADELPHIA,PA191271325
  PC GENERAL SUPPORT 5,000

PENNSYLVANIA HEALTH LAW PROJECT

123 CHESTNUT ST STE 400
PHILADELPHIA,PA19106
  PC PUBLIC INTEREST LAW FELLOWSHIP PROGRAM 36,842

AIDS LAW PROJECT OF PENNSYLVANIA

1211 CHESTNUT ST STE 600
PHILADELPHIA,PA191074117
  PC GENERAL SUPPORT 10,000

GENERATIONS ON LINE

1017 CLINTON ST
PHILADELPHIA,PA191076016
  PC GENERAL SUPPORT 3,000

LIVECONNECTIONS ORG

3025 WALNUT ST
PHILADELPHIA,PA191043402
  PC GENERAL SUPPORT 32,500

JUVENILE LAW CENTER

1800 JFK BOULEVARD SUITE 1900B
PHILADELPHIA,PA19103
  PC GENERAL SUPPORT 25,000

GREATER PHILADELPHIA CULTURAL ALLIANCE

1315 WALNUT ST STE 732
PHILADELPHIA,PA191074733
  PC GENERAL SUPPORT 15,000

FACE TO FACE

109 E PRICE ST
PHILADELPHIA,PA191442145
  PC GENERAL SUPPORT 7,500

PENNSYLVANIA INSTITUTIONAL LAW PROJECT

718 ARCH STREET SUITE 304 SOUTH
PHILADELPHIA,PA19106
  PC PUBLIC INTEREST LAW FELLOWSHIP PROGRAM 42,298

FRINGEARTS

140 N COLUMBUS BLVD
PHILADELPHIA,PA19106
  PC GENERAL SUPPORT 29,000

SHARE FOOD PROGRAM INC

2901 W HUNTING PARK AVE
PHILADELPHIA,PA191291802
  PC GENERAL SUPPORT 25,000

LEGAL CLINIC FOR THE DISABLED INC

1513 RACE STREET
PHILADELPHIA,PA19102
  PC GENERAL SUPPORT 15,000

RESOURCES FOR HUMAN DEVELOPMENT INC

4700 WISSAHICKON AVE STE 126
PHILADELPHIA,PA191444248
  PC FAMILY PRACTICE AND COUNSELING NETWORK 25,000

THEATRE PHILADELPHIA

1315 WALNUT ST STE 732
PHILADELPHIA,PA191074733
  PC GENERAL SUPPORT 5,000

VISIONLINK

919 WALNUT ST
PHILADELPHIA,PA191075237
  PC GENERAL SUPPORT 10,000

NEW PARADISE LABORATORIES THEATRE INC

747 CORINTHIAN AVENUE
PHILADELPHIA,PA19130
  PC GENERAL SUPPORT 5,000

WOMENS LAW PROJECT

125 S 9TH STREET
PHILADELPHIA,PA191075125
  PC GENERAL SUPPORT 27,000

PHILABUNDANCE

3616 S GALLOWAY STREET
PHILADELPHIA,PA191485402
  PC GENERAL SUPPORT 53,000

NEIGHBORHOOD GARDENS TRUST

100 N 20TH ST STE 405
PHILADELPHIA,PA191031560
  PC GENERAL SUPPORT 5,000

FRINGEARTS

140 N COLUMBUS BLVD
PHILADELPHIA,PA19106
  PC ARTISTS U 5,000

CLAY STUDIO

137-139 N 2ND ST
PHILADELPHIA,PA19106
  PC GENERAL SUPPORT 10,000

MOVEMENT ALLIANCE PROJECT

924 CHERRY ST 5TH FL
PHILADELPHIA,PA191072411
  PC YOUTH ART & SELF-EMPOWERMENT PROJECT 7,500

NEIGHBORHOOD LAND POWER PROJECT

1445 N 52ND ST
PHILADELPHIA,PA191314435
  PC GENERAL SUPPORT 7,500

PHILADELPHIA LAWYERS FOR SOCIAL EQUITY

230 S BROAD ST STE 1102
PHILADELPHIA,PA191024105
  PC GENERAL SUPPORT 20,000

OPERA PHILADELPHIA

1420 LOCUST ST STE 210
PHILADELPHIA,PA191024204
  PC GENERAL SUPPORT 50,000

NORRIS SQUARE NEIGHBORHOOD PROJECT

2141 N HOWARD STRE
PHILADELPHIA,PA19122
  PC GENERAL SUPPORT 5,000

WHY NOT PROSPER INC

717 E CHELTEN AVE
PHILADELPHIA,PA191441206
  PC GENERAL SUPPORT 11,000

MIGHTY WRITERS

12 E CHURCH LN
PHILADELPHIA,PA191442213
  PC GENERAL SUPPORT 5,000

MOVEMENT ALLIANCE PROJECT

924 CHERRY ST 5TH FL
PHILADELPHIA,PA191072411
  PC GENERAL SUPPORT 1,000

FRIENDS OF FARMWORKERS INC

990 SPRING GARDEN ST STE 300
PHILADELPHIA,PA19123
  PC GENERAL SUPPORT 15,000

COMMUNITY LEGAL SERVICES INC

1424 CHESTNUT ST
PHILADELPHIA,PA191022556
  PC LATIN AMERICAN IMMERSIVE TOUR 20,000

CONSUMER BANKRUPTCY ASSISTANCE PROJECT INC

THE CAST IRON BUILDING 718 ARCH ST
PHILADELPHIA,PA19107
  PC GENERAL SUPPORT 10,000

THE FREE LIBRARY OF PHILADELPHIA

1901 VINE ST STE 111
PHILADELPHIA,PA19103
  PC THE FIELD TEEN CENTER (FORMERLY "TEEN CENTRAL") 5,000

PENNSYLVANIANS FOR MODERN COURTS

TWO PENN CTR 1500 JFK BLVD STE 1140
PHILADELPHIA,PA19102
  PC GENERAL SUPPORT 15,000

PENNSYLVANIA INNOCENCE PROJECT

1515 MARKET ST STE 300
PHILADELPHIA,PA191021908
  PC GENERAL SUPPORT 12,000

AZUKA THEATRE COLLECTIVE

1700 SANSOM ST STE 800
PHILADELPHIA,PA191035214
  PC GENERAL SUPPORT 5,000

PEOPLE ADVANCING REINTEGRATION INC

2024 W HUNTING PARK AVE
PHILADELPHIA,PA19140
  PC GENERAL SUPPORT 7,500

CONSERVATION CENTER FOR ART AND HISTORIC ARTIFACTS

264 S 23RD ST
PHILADELPHIA,PA191035530
  PC GENERAL SUPPORT 5,000

WILMA THEATER INC

265 S BROAD ST
PHILADELPHIA,PA191075659
  PC GENERAL SUPPORT 12,000

IT TAKES PHILLY ENCOURAGING AND EMPOWERING OUR CHILDREN TO AIM HIG

201 W LEHIGH AVE
PHILADELPHIA,PA191333421
  PC BLACK DOCTORS CONSORTIUM 1,000

PENNSYLVANIA HORTICULTURAL SOCIETY

100 N 20TH ST STE 405
PHILADELPHIA,PA191031560
  PC COMMUNITY GARDENS PROGRAM 10,000

SHARE FOOD PROGRAM INC

2901 W HUNTING PARK AVE
PHILADELPHIA,PA191291802
  PC DELAWARE COUNTY FOOD BANK 2,000

ARTREACH INC

1501 CHERRY ST
PHILADELPHIA,PA191021403
  PC GENERAL SUPPORT 10,000

METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE

420 NORTH 20TH ST
PHILADELPHIA,PA19130
  PC FOR PIE IN THE SKY 2,810

PHILADELPHIA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA191017646
  PC GENERAL SUPPORT 2,000

THE FREE LIBRARY OF PHILADELPHIA

1901 VINE ST STE 111
PHILADELPHIA,PA19103
  PC GENERAL SUPPORT 2,000

REGIONAL HOUSING LEGAL SERVICES

123 S BROAD ST STE 1330
PHILADELPHIA,PA191091037
  PC GENERAL SUPPORT 32,000

LUTHERAN SOCIAL MISSION SOCIETY OF PHILADELPHIA

1340 FRANKFORD AVE
PHILADELPHIA,PA191253204
  PC BILINGUAL DOMESTIC VIOLENCE PROGRAM (BDVP) 5,000

NETWORK FOR NEW MUSIC

6757 GREENE STREET SUITE 400
PHILADELPHIA,PA191193508
  PC GENERAL SUPPORT 10,000

PENNSYLVANIA HORTICULTURAL SOCIETY

100 N 20TH ST STE 405
PHILADELPHIA,PA191031560
  PC GENERAL SUPPORT 1,000

SOUTHEAST ASIAN MAA COALITION INC

1711 S BROAD ST
PHILADELPHIA,PA191481505
  PC FOOD PROGRAMS 5,000

THE VILLAGE ARTS AND HUMANITIES

2544 GERMANTOWN AVE
PHILADELPHIA,PA191331642
  PC GENERAL SUPPORT 5,000

PENNS VILLAGE

201 S 21ST ST
PHILADELPHIA,PA191034806
  PC GENERAL SUPPORT 10,000

PENNSYLVANIA BALLET ASSOCIATION

323 N BROAD STREET
PHILADELPHIA,PA19107
  PC GENERAL SUPPORT 25,000

PENNSYLVANIA HEALTH ACCESS NETWORK

1501 CHERRY ST
PHILADELPHIA,PA191021403
  PC GENERAL SUPPORT 75,000

PENNSYLVANIA HEALTH LAW PROJECT

123 CHESTNUT ST STE 400
PHILADELPHIA,PA19106
  PC GENERAL SUPPORT 15,000

FIRST PERSON ARTS INC

245 S 16TH STREET
PHILADELPHIA,PA19102
  PC GENERAL SUPPORT 6,000

PENNSYLVANIA INSTITUTIONAL LAW PROJECT

718 ARCH STREET SUITE 304 SOUTH
PHILADELPHIA,PA19106
  PC GENERAL SUPPORT 10,000

1812 PRODUCTIONS INC

2329 S 3RD ST
PHILADELPHIA,PA191484019
  PC GENERAL SUPPORT 10,000

ARDELLAS HOUSE INC

1615 W END DR
PHILADELPHIA,PA191512235
  PC GENERAL SUPPORT 7,500

ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA

1900 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19103
  PC $2,000 UNRESTRICTED, $2,000 TOWARDS LIBRARY AND ARCHIVES DIVISION 4,000

CARPENTERS COMPANY OF THE CITY AND COUNTY OF PHILADELPHIA

320 CHESTNUT ST
PHILADELPHIA,PA191062708
  PC $100,000/4 YEARS 2:1 CHALLENGE GRANT FOR YOUNG PEOPLE'S CONTINENTAL CONGRESS 25,000

WHITNEY V HUNTER

200 SOUTH BROAD STREET
PHILADELPHIA,PA19102
  PA FELLOWSHIP IN THE ARTS - PERFORMING 10,000

WAGNER FREE INSTITUTE OF SCIENCE

1700 WEST MONTGOMERY AVENUE
PHILADELPHIA,PA19121
  PC GENERAL SUPPORT 2,000

TEAM SUNSHINE PERFORMANCE CORPORATION

2329 S 3RD ST
PHILADELPHIA,PA191484019
  PC GENERAL SUPPORT 3,000

TALLER PUERTORRIQUENO INC

2600 N 5TH ST
PHILADELPHIA,PA191332626
  PC GENERAL SUPPORT 10,000

WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY

101 S INDEPENDENCE MALL E
PHILADELPHIA,PA191062517
  PC GENERAL SUPPORT 7,000

HOMELESS ADVOCACY PROJECT

1429 WALNUT STREET 15H FL
PHILADELPHIA,PA19102
  PC GENERAL SUPPORT 10,000

METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE

420 NORTH 20TH ST
PHILADELPHIA,PA19130
  PC GENERAL SUPPORT 27,000

AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA INC

PO BOX 60173
PHILADELPHIA,PA19102
  PC GENERAL SUPPORT 10,000

COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION

1700 SPRING GARDEN ST ANNEX 7TH FL
PHILADELPHIA,PA191303991
  PC 19130 ZIP CODE PROJECT 25,000

PHILADELPHIA THEATRE COMPANY

215 S BROAD ST SUITE 304
PHILADELPHIA,PA19107
  PC GENERAL SUPPORT 5,000

AL-BUSTAN SEEDS OF CULTURE

3645 LANCASTER AVENUE 1
PHILADELPHIA,PA191042681
  PC GENERAL SUPPORT 5,000

INIS NUA THEATRE COMPANY

1700 SANSOM ST STE 800
PHILADELPHIA,PA19103
  PC GENERAL SUPPORT 5,000

STUDENTS RUN PHILLY STYLE

1819 JOHN F KENNEDY BLVD STE 480
PHILADELPHIA,PA19103
  PC GENERAL SUPPORT 10,000

PENNSYLVANIA PRISON SOCIETY

230 S BROAD ST STE 605
PHILADELPHIA,PA191024107
  PC GENERAL SUPPORT 10,000

THE FREE LIBRARY OF PHILADELPHIA

1901 VINE ST STE 111
PHILADELPHIA,PA19103
  PC FOUNDATION CENTER 5,000

DO MOORE GOOD

4642 SANSOM STREET SUITE 2
PHILADELPHIA,PA191394630
  PC FOR THE PARDON ME FILM PROJECT 10,000

THE FREE LIBRARY OF PHILADELPHIA

1901 VINE ST STE 111
PHILADELPHIA,PA19103
  PC IN SUPPORT OF THE 2023 COMMUNITY IMPACT AWARDS 5,000

THE FOOD TRUST

1617 JFK BLVD SUITE 900
PHILADELPHIA,PA191031824
  PC GENERAL SUPPORT 25,000

THE COMMITTEE OF SEVENTY

123 S BROAD ST
PHILADELPHIA,PA19109
  PC GENERAL SUPPORT 10,000

PROJECT HOME

1515 FAIRMOUNT AVE
PHILADELPHIA,PA191302936
  PC HEALTHCARE SERVICES AT PROJECT HOME'S STEPHEN KLEIN WELLNESS CENTER AND HUB OF HOPE 75,000

ARDEN THEATRE COMPANY

40 N 2ND ST
PHILADELPHIA,PA191064504
  PC 2:1 CHALLENGE FOR THE SEAT NAMING CAMPAIGN 50,000

SUPPORT CENTER FOR CHILD ADVOCATES

1617 JFK BLVD STE 1200
PHILADELPHIA,PA19103
  PC GENERAL SUPPORT 20,000

SPIRAL Q PUPPET THEATER

4100 HAVERFORD AVE
PHILADELPHIA,PA191041708
  PC GENERAL SUPPORT 3,000

THEATRE EXILE CO

1340 S 13TH STREET
PHILADELPHIA,PA19147
  PC GENERAL SUPPORT 10,000

PROJECT HOME

1515 FAIRMOUNT AVE
PHILADELPHIA,PA191302936
  PC GENERAL SUPPORT 33,000

PHILADELPHIA MURAL ARTS ADVOCATES

1727-29 MOUNT VERNON ST
PHILADELPHIA,PA19130
  PC GENERAL SUPPORT 76,000

PIG IRON THEATRE COMPANY INC

1417 N 2ND ST
PHILADELPHIA,PA191223859
  PC GENERAL SUPPORT 12,000

ZOOLOGICAL SOCIETY OF PHILADELPHIA

3400 W GIRARD AVE
PHILADELPHIA,PA191041139
  PC BACK-TO-SCHOOL COMMUNITY NIGHT 15,000

STUDENTS RUN PHILLY STYLE

1819 JOHN F KENNEDY BLVD STE 480
PHILADELPHIA,PA19103
  PC 2:1 CHALLENGE GRANT, GENERAL OPERATING SUPPORT 25,000

URBAN CREATORS

2316-50 N 11TH STREET
PHILADELPHIA,PA19133
  PC GENERAL SUPPORT 5,000

ANIMAL CARE AND CONTROL TEAM

111 W HUNTING PARK AVE
PHILADELPHIA,PA191402717
  PC GENERAL SUPPORT 1,000

PLANNED PARENTHOOD SOUTHEASTERN PA

1144 LOCUST ST
PHILADELPHIA,PA191076734
  PC GENERAL SUPPORT 89,000

WALNUT STREET THEATRE CORP

825 WALNUT ST
PHILADELPHIA,PA191075107
  PC GENERAL SUPPORT 10,000

EISENHOWER EXCHANGE FELLOWSHIPS INC

250 SOUTH 16TH STREET
PHILADELPHIA,PA19102
  PC USA JUSTICE PROGRAM 26,000

PHILADELPHIA YOUNG PLAYWRIGHTS

1219 VINE STREET 3RD FLR
PHILADELPHIA,PA191071135
  PC GENERAL SUPPORT 11,000

ARDEN THEATRE COMPANY

40 N 2ND ST
PHILADELPHIA,PA191064504
  PC AS $2,500 FOR THE ANDREA MENGEL FUND, AND $2,500 UNRESTRICTED 5,000

THE SCRIBE VIDEO CENTER INC

3908 LANCASTER AVE
PHILADELPHIA,PA191044606
  PC GENERAL SUPPORT 1,000

SPARC SERVICES

2350 W WESTMORELAND ST
PHILADELPHIA,PA191404718
  PC GENERAL SUPPORT 5,000

ROSENBACH MUSEUM AND LIBRARY

2008-2010 DELANCEY ST
PHILADELPHIA,PA19103
  PC GENERAL SUPPORT 20,000

SMITH MEMORIAL PLAYGROUNDS

3500 RESERVOIR DR
PHILADELPHIA,PA191212513
  PC GENERAL SUPPORT 5,000

ARDEN THEATRE COMPANY

40 N 2ND ST
PHILADELPHIA,PA191064504
  PC ANDREA MENGEL FUND 1,000

PHILADELPHIA LEGAL ASSISTANCE CENTER INC

THE CAST IRON BUILDING 718 ARCH ST
PHILADELPHIA,PA19107
  PC 1:1 CHALLENGE GRANT FOR 25TH ANNIVERSARY TO SERVE AS A CATALYST TO EXPAND MAJOR DONOR BASE 25,000

NEW LEASH ON LIFE USA

924 BRYN MAWR AVE
PENN VALLEY,PA190721404
  PC GENERAL SUPPORT 16,000

THEATRE HORIZON

401 DEKALB ST - FLOOR 1
NORRISTOWN,PA194014909
  PC GENERAL SUPPORT 10,000

LEGAL AID SOUTHEASTERN PENNSYLVANIA INC

625 SWEDE ST
NORRISTOWN,PA194013901
  PC GENERAL SUPPORT 35,000

MONTGOMERY CHILD ADVOCACY PROJECT

409 CHERRY ST
NORRISTOWN,PA194014734
  PC GENERAL SUPPORT 10,000

NORRISTOWN ZOOLOGICAL SOCIETY

1661 HARDING BLVD
NORRISTOWN,PA194012974
  PC ELMWOOD PARK ZOO 5,000

EPISCOPAL ACADEMY

1785 BISHOP WHITE DR
NEWTOWN SQ,PA190731300
  PC GENERAL SUPPORT 5,000

CRADLES TO CRAYONS INC

281 NEWTONVILLE AVE
NEWTON,MA02460
  PC GENERAL SUPPORT 5,000

CRADLES TO CRAYONS INC

281 NEWTONVILLE AVE
NEWTON,MA02460
  PC $100,000/4 YEARS ($25,000 PER YEAR) 4:1 CHALLENGE GRANT FOR CAPITOL AND CAPACITY BUILDING (NEW WAREHOUSE) 25,000

WOOSTER GROUP INC

PO BOX 2075
NEW YORK,NY100130882
  PC GENERAL SUPPORT 3,000

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST FL 22
NEW YORK,NY100383533
  PC GENERAL SUPPORT 10,000

CIVIC NEWS COMPANY

450 7TH AVE 32ND FL
NEW YORK,NY10123
  PC FOR CHALKBEAT: PHILADELPHIA 1,000

TEAM UP PHILLY

111 FORREST AVE FL 3
NARBERTH,PA190722252
  PC SPORTS FOR JUVENILE JUSTICE 5,000

THE IVINS OUTREACH CENTER

80 W TRENTON AVE
MORRISVILLE,PA190676650
  PC FOOD DISTRIBUTION TO CHILDREN, FAMILIES & SENIORS 5,000

DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY INC

14 W SECOND ST
MEDIA,PA190632802
  PC GENERAL SUPPORT 10,000

PEOPLES LIGHT & THEATRE CO

39 CONESTOGA RD
MALVERN,PA193551706
  PC GENERAL SUPPORT 10,000

ROLLING HARVEST FOOD RESCUE

3920 RIVER RD
LUMBERVILLE,PA189339718
  PC GENERAL SUPPORT 5,000

LEWY BODY DEMENTIA RESOURCE CENTER OF NEW YORK INC

750 W BROADWAY APT 2R
LONG BEACH,NY115612861
  PC "ART OF SURVIVAL" FILM 10,000

NILE SWIM CLUB OF YEADON

513 SOUTH UNION AVE
LANSDOWNE,PA19050
  PC GENERAL SUPPORT 2,500

PHILLYKINDER

24 E STRATFORD AVE
LANSDOWNE,PA190502024
  PC GENERAL SUPPORT 2,000

MANNA ON MAIN STREET

606 E MAIN ST SUITE 1001
LANSDALE,PA194462906
  PC GENERAL SUPPORT 5,000

LCH HEALTH AND COMMUNITY SERVICES

731 W CYPRESS ST
KENNETT SQ,PA193482419
  PC GENERAL SUPPORT 51,000

NETWORK OF VICTIM ASSISTANCE

2370 YORK RD STE B1
JAMISON,PA189291031
  PC GENERAL SUPPORT 10,000

DISABILITY RIGHTS PENNSYLVANIA

301 CHESTNUT ST STE 300
HARRISBURG,PA171012702
  PC GENERAL SUPPORT 10,000

CHESTER COUNTY FOOD BANK

650 PENNSYLVANIA DR
EXTON,PA193411127
  PC GENERAL SUPPORT 10,000

INTEGRATE FOR GOOD INC

1117 BRIDGE ST 247
CREAMERY,PA194309900
  PC HEALTH & HUMAN SERVICES FELLOWSHIP PROGRAM 16,813

INTEGRATE FOR GOOD INC

1117 BRIDGE ST 247
CREAMERY,PA194309900
  PC 1:1 CHALLENGE GRANT TO SUPPORT THE OPENING DOOR ON CAMPUS PROGRAM 25,000

INTEGRATE FOR GOOD INC

1117 BRIDGE ST 247
CREAMERY,PA194309900
  PC GENERAL SUPPORT 5,000

OPENCOLLECTIVE FOUNDATION

440 N BARRANCA AVE 3717
COVINA,CA91723
  PC THE FUTURE IS US COLLECTIVE 3,000

WOMENS CENTER OF MONTGOMERY COUNTY

2506 N BROAD STREET SUITE 203
COLMAR,PA18915
  PC HEALTH & HUMAN SERVICES FELLOWSHIP PROGRAM 34,862

WOMENS CENTER OF MONTGOMERY COUNTY

2506 N BROAD STREET SUITE 203
COLMAR,PA18915
  PC GENERAL SUPPORT 10,000

CANINE PARTNERS FOR LIFE

334 FAGGS MANOR RD
COCHRANVILLE,PA193309486
  PC GENERAL SUPPORT 26,000

COMMUNITY YOUTH AND WOMENS ALLIANCE INC

423 E LINCOLN HWY
COATESVILLE,PA193203411
  PC GENERAL SUPPORT 5,000

HOPE SPRINGS EQUESTRIAN THERAPY INC

PO BOX 156
CHESTER SPRGS,PA194250156
  PC GENERAL SUPPORT 5,000

9TH STREET YOUTH & COMMUNITY CENTER

2407 W 3RD ST
CHESTER,PA190132307
  PC FOR THE ENVIRONMENTAL CORPS 1,000

CENTER FOR THE BLIND AND VISUALLY IMPAIRED

100 VV 15TH ST
CHESTER,PA19013
  PC GENERAL SUPPORT 5,000

EVERYBODY EATS PHILLY INC

801 SPROUL ST
CHESTER,PA19013
  PC GENERAL SUPPORT 6,000

MAKING A CHANGE GROUP

PO BOX 1115
CHESTER,PA19016
  PC GENERAL SUPPORT 5,000

BRISTOL RIVERSIDE THEATER CO INC

PO BOX 1250
BRISTOL,PA19007
  PC GENERAL SUPPORT 10,000

BELOIT COLLEGE

700 COLLEGE ST
BELOIT,WI535115509
  PC ANNUAL FUND 1,000

SPELMAN COLLEGE

350 SPELMAN LN SW
ATLANTA,GA303144395
  PC TECHNOLOGY INNOVATION FUND 1,000

NEIGHBORS HELPING NEIGHBORS ON THE MAIN LINE

104 HOLLAND AVE
ARDMORE,PA19003
  PC GENERAL SUPPORT 7,500

FAMILY PROMISE MONTCO PA

31 S SPRING GARDEN ST
AMBLER,PA190024748
  PC GENERAL SUPPORT 5,000

ACT II PLAYHOUSE LTD

56 E BUTLER AVE
AMBLER,PA190024526
  PC GENERAL SUPPORT 7,500

VNA COMMUNITY SERVICES INC

1421 HIGHLAND AVE
ABINGTON,PA190012610
  PC GENERAL SUPPORT 25,000
Total .................................right arrow 3a 3,659,419
bApproved for future payment
Total ................................. right arrow 3b 0
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 2,598  
4 Dividends and interest from securities ....     14 1,540,964  
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 2,605,411  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,148,973 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,148,973
(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 AccountingFeesSchedule
Name:
INDEPENDENCE FOUNDATION
EIN:
23-1352110
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 60,281 54,253   6,028

TY 2023 InvestmentsCorpBondsSchedule
Name:
INDEPENDENCE FOUNDATION
EIN:
23-1352110
Name of Bond End of Year Book Value End of Year Fair Market Value
MILL CREEK FUNDS - FIXED INCOME 2,967,807 2,967,807
VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADMIRAL SHARES 9,102,471 9,102,471
VANGUARD ULTRA SHORT-TERM INVESTMENT GRADE FUND ADMIRAL SHOARES 4,804,941 4,804,941

TY 2023 InvestmentsCorpStockSchedule
Name:
INDEPENDENCE FOUNDATION
EIN:
23-1352110
Name of Stock End of Year Book Value End of Year Fair Market Value
MILL CREEK FUNDS - DOMESTIC FUNDS 4,448,132 4,448,132
MILL CREEK FUNDS - INTERNATIONAL FUNDS 2,616,872 2,616,872
VANGUARD LARGE CAP INDEX FUND INSTITUTIONAL SHARES 13,687,833 13,687,833
VANGUARD GROWTH INDEX FUND INSTITUTIONAL SHARES 8,187,430 8,187,430
VANGUARD PRIMECAP CORE FUND 14,294,908 14,294,908
VANGUARD EURO 1,932,571 1,932,571
VANGUARD INTERNATION STOCK FUND 2,082,287 2,082,287
VANGUARD LARGE VALUE 1,370,879 1,370,879
S & P 500 VALUE FUND 7,656,203 7,656,203

TY 2023 LandEtcSchedule2
Name:
INDEPENDENCE FOUNDATION
EIN:
23-1352110
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENTS 872,805 868,588 4,217 4,217
OFFICE EQUIPMENT 220,605 220,154 451 451
COMPUTER EQUIPMENT 32,700 20,675 12,025 12,025


TY 2023 OtherAssetsSchedule
Name:
INDEPENDENCE FOUNDATION
EIN:
23-1352110
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ARTWORK 271,693 271,693 91,950


TY 2023 OtherExpensesSchedule
Name:
INDEPENDENCE FOUNDATION
EIN:
23-1352110
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE 1,859 372   1,487
OFFICE SUPPLIES 30,997 6,199   24,798
COMPUTER (HARD/SOFTWARE) 35,578 9,019   26,559
OTHER INSURANCE 26,783 13,392   13,391
DUES AND SUBSCRIPTIONS 15,649 3,130   12,519
GRANT SUPPORT 224,789 0   224,789


TY 2023 OtherIncreasesSchedule
Name:
INDEPENDENCE FOUNDATION
EIN:
23-1352110
Description Amount
CURRENT YEAR UNREALIZED GAINS/LOSSES ON INVESTMENTS 9,035,678


TY 2023 OtherProfessionalFeesSchedule
Name:
INDEPENDENCE FOUNDATION
EIN:
23-1352110
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 47,618 47,618   0
CONSULTING FEES 97,823 0   97,823