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 07-01-2023 , and ending 06-30-2024
Name of foundation
POTTSTOWN AREA HEALTH AND WELLNESS
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)152 EAST HIGH STREET SUITE 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
POTTSTOWN, PA19464
A Employer identification number

23-2344729
B Telephone number (see instructions)

(610) 323-2006
C 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$74,283,504J 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) 346,509
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,091,770 2,091,770  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,011,717
b Gross sales price for all assets on line 6a 7,810,900
7 Capital gain net income (from Part IV, line 2)... 4,011,717
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
15,217 0  
12 Total. Add lines 1 through 11........ 6,465,213 6,103,487  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 288,182 66,022   172,909
14 Other employee salaries and wages...... 856,224 196,161   709,328
15 Pension plans, employee benefits....... 282,656 56,323   225,125
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,279 14,279   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,275 5,255   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
413,472 133,449   280,023
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
41,516 0   0
19 Depreciation (attach schedule) and depletion... 7,891 7,891  
20 Occupancy.............. 117,663 23,533   94,130
21 Travel, conferences, and meetings....... 35,836 7,167   28,669
22 Printing and publications.......... 4,189 838   3,351
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
489,943 60,184   367,628
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,578,126 571,102   1,881,163
25 Contributions, gifts, grants paid....... 2,574,150 2,461,298
26 Total expenses and disbursements. Add lines 24 and 25 5,152,276 571,102   4,342,461
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,312,937
b Net investment income (if negative, enter -0-) 5,532,385
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............. 466,266    
2 Savings and temporary cash investments......... 120,544 699,773 699,773
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow79,244
Less: allowance for doubtful accounts right arrow     79,244 79,244
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.......... 38,262 14,126 14,126
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 69,021,995 Click to see attachment
List of Attached Documents:
// Content
69,803,424 		69,803,424
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).......... 1,287,546 Click to see attachment
List of Attached Documents:
// Content
3,228,492 		3,228,492
14 Land, buildings, and equipment: basis right arrow424,201
Less: accumulated depreciation (attach schedule) right arrow401,700 30,392 22,501 22,501
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
485,878 		Click to see attachment
List of Attached Documents:
// Content
435,944 		Click to see attachment
List of Attached Documents:
// Content
435,944
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 71,450,883 74,283,504 74,283,504
Liabilities 17 Accounts payable and accrued expenses.......... 288,485 258,070
18 Grants payable................. 108,500 221,352
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) Click to see attachment
List of Attached Documents:
// Content
10,962,110 		Click to see attachment
List of Attached Documents:
// Content
8,508,509
23 Total liabilities (add lines 17 through 22)......... 11,359,095 8,987,931
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........... 60,091,788 65,010,573
25 Net assets with donor restrictions............ 0 285,000
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)..... 60,091,788 65,295,573
30 Total liabilities and net assets/fund balances (see instructions). 71,450,883 74,283,504
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
60,091,788
2
Enter amount from Part I, line 27a .....................
2
1,312,937
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,890,848
4
Add lines 1, 2, and 3 ..........................
4
65,295,573
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
65,295,573
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 TOO VOLUMINOUS TO LIST - DETAILS AVAILABLE AT TAXPAYER'S OFFICE P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,810,900   3,799,183 4,011,717
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       4,011,717
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 4,011,717
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 76,900
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 76,900
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 76,900
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 76,900
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
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 arrowWWW.POTTSTOWNFOUNDATION.ORG
14
The books are in care ofright arrowDAVID KRAYBILL EXECUTIVE DIRECTOR Telephone no.right arrow (610) 323-2006

Located atright arrow152 E HIGH STREET SUITE 500POTTSTOWNPA ZIP+4right arrow19464
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
DAVID KRAYBILL PRESIDENT
40.00 		288,182 53,229 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
ADAM CONISH MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
SONIA FRECON MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
LORI REINHART MUSSON MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
JEFFREY SPARAGANA MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
ARTHUR GREEN MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
FRANCES HEFFNER MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
MATTHEW HOWALD MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
CARL LANDIS MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
NANCY MILLER CHAIRMAN
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
JOHN BUCKLEY MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
JOSE FERNANDEZ MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
WILLIAM TADDONIO MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
AMY L SCONDRA MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
FRANK STRUNK MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
JAMIE PARRIS ED D MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
LORI LORANT-TOBIAS DO MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
D SCOTT DETAR MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
LINDA FLEDERBACH MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
HOWARD BROWN PROGRAM OFFICER
40.00 		151,275 28,095 0
152 E HIGH ST STE 500
POTTSTOWN,PA19464
CRAIG COLISTRA PROGRAM OFFICER
40.00 		112,865 29,514 0
152 E HIGH ST STE 500
POTTSTOWN,PA19464
ROSEMARIE WALTERS OFFICE MANAGER
40.00 		112,649 7,754 0
152 E HIGH ST STE 500
POTTSTOWN,PA19464
CHRISTOPHER WIERZBOWSKI GRANT WRITER
40.00 		66,705 22,911 0
152 E HIGH ST STE 500
POTTSTOWN,PA19464
SHERI WALDMAN PHILANTHROPY COORDIN
40.00 		76,307 4,396 0
152 E HIGH ST STE 500
POTTSTOWN,PA19464
Total number of other employees paid over $50,000...................right arrow 5
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
VERALON HEALTHCARE CONSULTING 87,282
THREE BALA PLAZA WEST UNIT 702
BALA CYNWYD,PA19004
THE ANDERSON GROUP BEHAVIORAL MARKETING 71,707
879 FRTIZTOWN ROAD
SINKING SPRING,PA19608
STRATEGY ARTS LLC CONSULTING 53,297
PO BOX 2052
WEST CHESTER,PA19380
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
70,898,586
b
Average of monthly cash balances.......................
1b
516,985
c
Fair market value of all other assets (see instructions)................
1c
26,446
d
Total (add lines 1a, b, and c).........................
1d
71,442,017
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
71,442,017
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,071,630
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
70,370,387
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,518,519
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
3,518,519
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
76,900
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
76,900
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,441,619
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,441,619
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
3,441,619
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
4,342,461
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
4,342,461
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 3,441,619
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...... 472,545
b From 2019...... 57,960
c From 2020...... 925,903
d From 2021...... 407,692
e From 2022...... 1,425,536
f Total of lines 3a through e ........ 3,289,636
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,342,461
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..... 3,441,619
e Remaining amount distributed out of corpus 900,842
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 4,190,478
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) ... 		472,545
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,717,933
10 Analysis of line 9:
a Excess from 2019.... 57,960
b Excess from 2020.... 925,903
c Excess from 2021.... 407,692
d Excess from 2022.... 1,425,536
e Excess from 2023.... 900,842
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:
HOWARD BROWN CRAIG COLISTRA PROGRAM
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
(610) 323-2006
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATIONS ARE TO BE COMPLETED AND POTENTIAL GRANTEES NEED TO PROVIDE AN ORGANIZATION BUDGET, A PROGRAM BUDGET, AN IRS DETERMINATION LETTER, MOST RECENT AUDIT REPORT AND/OR FORM 990.
cAny submission deadlines:
SUBMISSION DEADLINES VARY BASED ON EACH FALL AND SPRING GRANT ROUND.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
A POTENTIAL GRANTEE ORGANIZATION MUST BE A NON-PROFIT ORGANIZATION LOCATED WITHIN 10 MILES OF THE BOROUGH OF POTTSTOWN. THE GRANT MUST FALL WITHIN ONE OF THE ORGANIZATION'S THREE CORE PRIORITIES OF: (1) FUNDING PROGRAMS AND SOLUTIONS FOR LONG-TERM IMPROVEMENT IN HEALTHY BEHAVIORS; (2) FUNDING PROGRAMS FOR PHYSICAL HEALTH AND EMOTIONAL WELL-BEING; (3) FUNDING LEARNING OPPORTUNITIES AND STRATEGIC PLANNING TO STRENGTHEN NON-PROFITS.
Form 990-PF (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

ACLAMO

512 W MARSHALL STREET
NORRISTOWN,PA19401 		  PUBLIC CHARITY EMERGENCY OFF-CYCLE GRANT FY 2023 ($10000), ACLAMO'S POTTSTOWN COMMUNITY HEALTH CONNECTIONS PROGRAM ($50000), ACLAMO'S POTTSTOWN COMMUNITY HEALTH CONNECTIONS PROGRAM ($75000) 135,000

BOROUGH OF POTTSTOWN

100 E HIGH STREET
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY SOUTH STREET PARK PLAYGROUND REPLACEMENT 8,000

BOYERTOWN AREA MULTI-SERVICE INC

200 WEST SPRING STREET
BOYERTOWN,PA19512 		  PUBLIC CHARITY COMMUNITY CASE MANAGEMENT ($20000), YOUTH PROGRAMS AND SERVICES ($70000) 90,000

BOYERTOWN AREA SCHOOL DISTRICT

911 MONTGOMERY AVENUE
BOYERTOWN,PA19512 		  GOVERNMENT ENTITY WHOLE CHILD WELLNESS 100,000

CAMPHILL VILLAGE KIMBERTON HILLS

PO BOX 1045
KIMBERTON,PA19442 		  PUBLIC CHARITY LIVING WELL: THE HEALTH AND WELLNESS OF ADULTS WITH INTELLECTUAL DISABILITIES 10,000

CENTRO CULTURAL LATINO UNIDOS INC

BOX 613 19 S KEIM STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY 003014- POTTSTOWN KIDS TRASH CLEAN-UP EDUCATIONAL PROGRAM AND RECREATIONAL BI-LINGUAL POTTSTOWN SOCCER ($10000), CAMP HOPE & RECREATIONAL POTTSTOWN SOCCER CLUB ($20000), HEALTHY MINDS; HEALTHY BODIES ($20000) 50,000

CHESTER COUNTY FOOD BANK

650 PENNSYLVANIA DRIVE
EXTON,PA19341 		  PUBLIC CHARITY FRESH2YOU MOBILE MARKET AND FRUIT & VEGETABLE PRESCRIPTIONS 20,000

CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY

PO BOX 706
NORRISTOWN,PA19404 		  PUBLIC CHARITY MISSION KIDS CORE DIRECT SERVICES 24,000

COVENTRY CHRISTIAN SCHOOL

699 NORTH PLEASANTVIEW ROAD
POTTSTOWN,PA19464 		  PRIVATE SCHOOL LIFE TO THE FULL CAPSTONE CAMPAIGN 40,000

EAST COVENTRY TOWNSHIP PARKS AND RECREATION

855 ELLIS WOODS ROAD
POTTSTOWN,PA19465 		  GOVERNMENT ENTITY TOW PATH PARK IMPROVEMENTS GRANT 25,000

EXPRESSIVE THERAPY CONCEPTS INC

125 PROSPECT STREET
PHOENIXVILLE,PA19460 		  PUBLIC CHARITY COMMUNITY BADMINTON & PICKLEBALL: KIDS AND ADULT FITNESS PROGRAM 8,400

FAMILY SERVICES OF MONTGOMERY COUNTY

3125 RIDGE PIKE
EAGLEVILLE,PA19403 		  PUBLIC CHARITY PROJECT HEARTH ($20000), TRIPLE P, POSITIVE PARENTING PROGRAM ($20000) 40,000

FOUNDATION FOR BOYERTOWN EDUCATION

911 MONTGOMERY AVENUE
BOYERTOWN,PA19512 		  PUBLIC CHARITY STRONG SCHOOLS STRENGTHEN COMMUNITIES: EXPANDING SUPPORT FOR OUR COMMUNITY BY ENRICHING THE 25,000

FOUNDATION FOR POTTSTOWN EDUCATION

230 BEECH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY ENHANCING EDUCATIONAL OPPORTUNITIES INSIDE AND OUTSIDE THE CLASSROOM. 40,000

GREATER POTTSTOWN TENNIS ASSOCIATION

PO BOX 935
POTTSTOWN,PA19464 		  PUBLIC CHARITY GAME, SET, ADVANTAGE GRANT 40,000

HEALTH CARE ACCESS

723 WHEATLAND STREET
PHOENIXVILLE,PA19460 		  PRIVATE FOUNDATION FA'22 GRANT - HEALTH PROGRAMS 10,000

HEARTS OF HUMANITY COMMUNITY DEVELOPMENT CORPORATION

127 WALNUT STREET SUITE 2
POTTSTOWN,PA19464 		  PUBLIC CHARITY GREEN SPACES FOR GARDENING 7,000

MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY

30 W BARNARD ST STE 1
WEST CHESTER,PA19382 		  PUBLIC CHARITY ENSURING A HEALTHY START AND ACCESS TO BENEFITS 45,000

MATERNITY CARE COALITION

200 HAMILTON STREET SUITE 205
PHILADELPHIA,PA19130 		  PUBLIC CHARITY EARLY HEAD START PROGRAM 50,000

MEALS ON WHEELS OF CHESTER COUNTY INC

3 EAST STOW ROAD
MARLTON,NJ08053 		  PUBLIC CHARITY PURCHASE OF NUTRITIOUS MEALS FOR HOMEBOUND SENIORS IN NORTHERN CHESTER COUNTY 5,000

MENTAL HEALTH PARTNERSHIPS

833 CHESTNUT ST SUITE 1100
PHILADELPHIA,PA19107 		  PUBLIC CHARITY RESCINDED GRANT -12,500

MITZVAH CIRCLE FOUNDATION

2562 BOULEVARD OF THE GENERALS 100
NORRISTOWN,PA19403 		  PUBLIC CHARITY CRITICAL NEEDS FOR HEALTHY FAMILIES, DIAPER BANK, AND PERIOD SUPPLY 20,000

MONTCO ANTI-HUNGER NETWORK

PO BOX 1086
LANSDALE,PA19446 		  PUBLIC CHARITY FOOD PANTRIES GRANT 20,000

NEW HANOVER EVANGELICAL LUTHERAN CHURCH

2941 LUTHERAN RD
GILBERTSVILLE,PA19525 		  CHURCH LOAVES & FISHES FOOD MINISTRY SUSTAINABILITY 15,000

ORION COMMUNITIES INC

237 BRIDGE ST 1ST FLOOR
PHOENIXVILLE,PA19460 		  PUBLIC CHARITY BRIDGE CASE MANAGEMENTN AND FINANCIAL ASSISTANCE PROGRAM 50,000

OWEN J ROBERTS SCHOOL DISTRICT

901 RIDGE ROAD
POTTSTOWN,PA19465 		  GOVERNMENT ENTITY FIT FOR LIFE STRATEGIC WELLNESS PROGRAM 45,000

POTTSGROVE SCHOOL DISTRICT

1301 KAUFFMAN RD
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY 2023-24 HEALTH AND WELLNESS ($40000) 110,000

POTTSTOWN AREA REGIONAL RECREATION COMMITTEE

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY PARRC'S REGIONAL NATURE BASED PLACEMAKING PROGRAM ($30000), MEMORIAL PARK PEDESTRIAN BRIDGE CONSTRUCTION PROJECT ($48000), OLD TIMER'S FIELD IMPROVEMENTS PROJECT ($80000) 158,000

POTTSTOWN ATHLETIC CLUB

263 KING STREET
POTTSTOWN,PA19464 		  AAU ORGANIZATION FITNESSTOWN USA, COMMUNITY SUPPORT CENTER - THE ADAPTED ADVANTAGE II 75,000

POTTSTOWN CHILDREN'S DISCOVERY CENTER

95 S HANOVER STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY SPRING 2021 MATCHING GRANT 1,000

POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES

137 WALNUT STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY PCRC FOOD SERVICES 75,000

POTTSTOWN FARM

17 N HANOVER STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY SNAP INCENTIVES, TWO BITE CLUB, OPERATION 143, CONTINUED OPERATIONS FOR FARM 25,000

POTTSTOWN REGIONAL PUBLIC LIBRARY

550 E HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY WELLNESS ON OUR MINDS 7,500

POTTSTOWN SCHOOL DISTRICT

230 BEECH STREET
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY PEAK WHOLE CHILD WELLNESS RESCINDED GRANT -50,000

PRESERVATION POTTSTOWN

1304 HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY BUILDING CAPACITY FOR EQUITABLE HEALTH THROUGH LAND TRUST HOUSING OPPORTUNITIES ($16000), GROWING POTTSTOWN: COMMUNITY GARDENS, COMMUNITY AGRICULTURE, HEALTHY OUTCOMES ($40000) 56,000

PROJECT PURPOSE

699 NORTH PLEASANTVIEW ROAD
POTTSTOWN,PA19464 		  PUBLIC CHARITY MENTORING WITH A PURPOSE: AFTER SCHOOL HOMEWORK HELP 70,000

ROYERSFORD OUTREACH

350 MAIN STREET
ROYERSFORD,PA19468 		  PUBLIC CHARITY GENERAL OPERATING FUNDS FOR BUILDING AND PROGRAMS 20,000

SALVATION ARMY

137 KING STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY JOB READINESS TRAINING AND COUNSELING 12,000

SCHUYLKILL RIVER GREENWAY ASSOCIATION

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY POTTSTOWN OUTDOOR RECREATION HUB 36,000

SHARE FOOD PROGRAM INC

2901 W HUNTING PARK AVENUE
PHILADELPHIA,PA19129 		  PUBLIC CHARITY EXPANDING HEALTHY FOOD ACCESS IN THE POTTSTOWN AREA 20,000

STEEL RIVER PLAYHOUSE INC

245 E HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY STEEL RIVER SPARK: IGNITING INCLUSIVE STORYTELLING 20,000

STRIVE INITIATIVE INC

PO BOX 1511
POTTSTOWN,PA19464 		  PUBLIC CHARITY MIDDLE SCHOOL TO MASTERY: CREATING AND SUSTAINING STUDENT SUCCESS PIPELINES 50,000

TRACES OF LOVE

447 CLEARVIEW ST
POTTSTOWN,PA19464 		  PUBLIC CHARITY SUPPORTING BEREAVED CHILDREN AND FAMILIES IN OUR COMMUNITY 5,000

TRELLIS FOR TOMORROW

35 HALL STREET SUITE 302
PHOENIXVILLE,PA19460 		  PUBLIC CHARITY PA DEPARTMENT OF AGRICULTURE/GREENHOUSE ($20000), BUILDING STRONGER COMMUNITIES THROUGH YOUTH DEVELOPMENT AND CAREER READINESS ($60000) 80,000

TRICOUNTY COMMUNITY NETWORK

260 HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY THE REACH GROUP SPECIAL EDUCATION ADVISORY PROJECT ($5000), SWEATCHASERS & VISIONARY MAKERS ($10000), COMMUNITY CAMP (C2) & LAUNCHING LEADERS : RECREATIONAL SUMMER CAMPS TO IMPROVE HEALTH AND WELLNESS ($40000), COMMUNITY AND NONPROFIT CAPACITY INCUBATOR ($150000). 205,000

UNITED WAY OF BOYERTOWN

PO BOX 213
BOYERTOWN,PA19512 		  PUBLIC CHARITY SUPPORTING GILBERTSVILLE/BOYERTOWN AREA RESIDENTS TO ATTACK HOMELESSNESS AND NEAR HOMELESS. 15,000

VARIETY- THE CHILDREN'S CHARITY OF THE DELAWARE VALLEY

2950 POTSHOP RD
WORCESTER,PA19490 		  PUBLIC CHARITY VARIETYWORKS - AN INNOVATIVE SOCIAL YOUTH PREPAREDNESS MODEL 16,000

VISION TO LEARN

12100 WILSHIRE BLVD SUITE 1275
LOS ANGELES,CA90025 		  PUBLIC CHARITY ACCESS TO VISION CARE FOR POTTSTOWN SCHOOL DISTRICT STUDENTS 35,000

VISITING NURSE ASSOCIATION- COMMUNITY SERVICES INC

1963 E HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY FA'22 GRANT- PERSONAL NAVIGATOR PROGRAM 28,000

YWCA TRI-COUNTY AREA

315 KING STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY POTTSTOWN TRAUMA INFORMED COMMUNITY CONNECTION (PTICC) ($10,500),POTTSTOWN INTEGRATED WELLNESS CENTER SOUTH POOL RESTORATION ($75000) 85,500

PARRC FOUNDATION

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  SUPPORTING ORGANIZAT POTTSGROVE REC SUMMER CAMP SCHOLARSHIPS 2,500

EPISCOPAL LEGAL AID

PO BOX 434
HAVERFORD,PA19041 		  PUBLIC CHARITY EXPANSION OF LEGAL AID CLINIC 4,000

PREPARED TO THRIVE

260 EXTON SQUARE MALL SUITE 254
EXTON,PA19380 		  PUBLIC CHARITY BRIGHT FUTURES PROGRAM 5,000

EXPRESSIVE PATH

857 CHERRY ST FIRST FLOOR
NORRISTOWN,PA19401 		  PUBLIC CHARITY STEAM @ PRPL 5,000

BOYERTOWN COMMUNITY LIBRARY

24 N READING AVE
BOYERTOWN,PA19512 		  PUBLIC CHARITY INFRASTRUCTURE UPDATES FOR IMPROVED ADA ACCESS 5,000

AMERICAN DIABETES ASSOCIATION

2451 CRYSTAL DRIVE SUITE 900
ARLINGTON,VA22202 		  PUBLIC CHARITY 2024 ADA CAMP FREEDOM 5,000

MAKING A DIFFERENCE ECONOMICALLY

724 N ADAMS STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY MADE FOR THE TRADES ($5000), MADE FOR THE TRADES (M4T) ($15000) 20,000

MONTGOMERY COUNTY MENTOR ASSOCIATION

535 BEECH STREET
POTTSTOWN,PA194645633 		  PUBLIC CHARITY CREATING THE EXPECTSTATION 5,000

SECOND WIND BICYCLES

1690 SWAMP PIKE
GILBERTSVILLE,PA19525 		  PUBLIC CHARITY REPAIR A BIKE, CHANGE A LIFE 5,000

BOY SCOUTS OF AMERICA

1325 W WALNUT HILL LANE
IRVING,TX75038 		  PUBLIC CHARITY SUBSIDIZED SCOUTING PROGRAMS IN POTTSTOWN SCHOOL DISTRICT 6,000

NORCHESTER RED KNIGHTS PARENTS ORGANIZATION

88 GLOCKER WAY BOX 273
POTTSTOWN,PA19465 		  PUBLIC CHARITY NORCHESTER RED KNIGHTS FOOTBALL & CHEER 2024 SEASON 7,500

WORKING TOGETHER PA INC

2488 SANATOGA RD
POTTSTOWN,PA19464 		  PUBLIC CHARITY WORKING TOGETHER PA PROGRAM 10,000

MISSION KIDS CHILD ADVOCACY CENTER

180 W GERMANTOWN PIKE 1
EAST NORRITON,PA19401 		  GOVERNMENT ENTITY EXPANDING ACCESS AND INCREASING ENGAGEMENT TO TRAUMA INFORMED MENTAL HEALTH SERVICES 15,000

BE REZILIENT INC

249 E HIGH ST
POTTSTOWN,PA19464 		  PUBLIC CHARITY REACH WELLNESS INITIATIVE ($15000), RESILIENCE AND DEVELOPMENT INTERNSHIP PROGRAM (RAD INTERNSHIP) ($17000) 32,000

PERKIOMEN VALLEY SCHOOL DISTRICT

3 IRON BRIDGE DRIVE
COLLEGEVILLE,PA19426 		  GOVERNMENT ENTITY STORYBOOK TRAILS 15,000

POTTSGROVE-POTTSTOWN LITTLE LEAGUE

1724 FARMINGTON AVEUNE
POTTSTOWN,PA19464 		  PUBLIC CHARITY MAPLE STREET SOFTBALL FIELD REJUVENATION 15,000

THE ARC ALLIANCE CHILDREN'S SERVICES

3075 RIDGE PIKE
TROOPER,PA19403 		  PUBLIC CHARITY INCREASING EARLY INTERVENTION IMPACT THROUGH TECHNOLOGY 15,000

CHILDREN FIRST PA

990 SPRING GARDEN STREET SUITE 600
PHILADELPHIA,PA19123 		  PUBLIC CHARITY JUSTICE IN EDUCATION, A YOUTH DEVELOPMENT AND LEADERSHIP PROGRAM 18,750

RAHABS HOPE

34 E GERMANTOWN PIKE 260
NORRISTOWN,PA19401 		  PUBLIC CHARITY RENTAL ASSISTANCE PROGRAM 20,000

THE CLINIC

143 CHURCH ST
PHOENIXVILLE,PA19460 		  PUBLIC CHARITY COMPREHENSIVE HEALTHCARE FOR UNINSURED INDIVIDUALS IN THE GREATER POTTSTOWN AREA 25,000

LIMERICK TOWNSHIP

646 W RIDGE PIKE
LIMERICK,PA19468 		  GOVERNMENT ENTITY LINFIELD SPORTS PARK PLAYGROUND INSTALLATION & LIMERICK COMMUNITY PARK PLAY FEATURE REPLACEM 30,000

METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE

420 N 20TH STREET
PHILADELPHIA,PA19130 		  PUBLIC CHARITY MEDICAL NUTRITION FOR CRITICALLY ILL MONTGOMERY AND CHESTER COUNTY RESIDENTS 40,000

POTTSTOWN AREA SENIORS CENTER

288 MOSER ROAD 1
POTTSTOWN,PA19464 		  PUBLIC CHARITY PRIME TIME HEALTH FOR OLDER ADULTS 56,000

POTTSGROVE SCHOOL DISTRICT

1301 KAUFFMAN RD
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY CHECK REISSUE SMART GOALS -200

POTTSTOWN AREA REGIONAL RECREATION COMMITTEE

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY CIRCUIT RIDER PARRC PROGRAM 64,848

POTTSTOWN AREA REGIONAL RECREATION COMMITTEE

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY REISSUED GRANT -30,000
Total .................................right arrow 3a 2,461,298
bApproved for future payment

BARTH ELEMENTARY SCHOOL
467 W WALNUT STREET
POTTSTOWN,PA19464 		  SCHOOL BARTH ELEMENTARY 3RD/4TH GRADE PLAYGROUND 15,000

DANIEL BOONE AREA SCHOOL DISTRICT
321 N FURNACE ST SUITE 200
BIRDSBORO,PA19508 		  GOVERNMENT ENTITY DANIEL BOONE AREA SCHOOL DISTRICT WELLNESS PROGRAMS 55,000

DOUGLASS TOWNSHIP
1320 EAST PHILADELPHIA AVENUE
GILBERTSVILLE,PA19525 		  GOVERNMENT ENTITY DOUGLASS PARK TENNIS COURT RENOVATION AND PICKLEBALL COURT CONVERSION 20,000

HOBART'S RUN NEIGHBORHOOD DISTRICT
860 BEECH STREET
POTTSTOWN,PA19464 		  PRIVATE SCHOOL POTTSTOWN AREA SOCIAL INNOVATION LAB 25,000

SPRING-FORD AREA SCHOOL DISTRICT
857 S LEWIS ROAD
ROYERSFORD,PA19468 		  GOVERNMENT ENTITY SPRING-FORD WELLNESS 24-25 10,000

BROOKSIDE MONTESSORI
1075 ROUTE 100
BECHTELSVILLE,PA19505 		  SCHOOL B-WELL - ELEMENTARY 5,000

POTTSTOWN RED CLOUD KUNG FU CLUB
307 E HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY SUPPORT FOR POTTSTOWN RED CLOUD KUNG FU CLUB 15,000

POTTSTOWN AREA REGIONAL RECREATION COMMITTEE
140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY BARTO COMMUNITY PARK MASTER PLAN PROJECT 20,000

GREATER PHILADELPHIA YOUNG MEN'S CHRISTIAN ASSOCIATION
400 FAYETTE ST SUITE 250
CONSHOHOCKEN,PA19428 		  PUBLIC CHARITY POTTSTOWN ACHIEVERS: COLLEGE AND CAREER READINESS THROUGH YOUTH-DRIVEN SOCIAL-EMOTIONAL LEAR 25,000

POTTSTOWN AREA REGIONAL RECREATION COMMITTEE
140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY TRAIL CONNECTIONS PLAN 30,000
Total ................................. right arrow 3b 220,000
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 ........... 		         
4 Dividends and interest from securities ....     14 2,091,770  
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 4,011,717  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		        15,217
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 6,103,487 15,217
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,118,704
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A THESE FEES HELP TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE.
Form 990-PF (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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
POTTSTOWN AREA HEALTH AND WELLNESS
FOUNDATION
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
POTTSTOWN AREA HEALTH AND WELLNESS
FOUNDATION 		Employer identification number
23-2344729
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
FLYERS CHARITIES
 
3601 S BROAD STREET
 
PHILADELPHIA, PA19148

$ 200,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
DOUGLAS S SMITH
 
2312 CASSARD CIRCLE
 
GILBERTSVILLE, PA19525

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
WILLIAM E FLEDERBACH JR
 
2807 AMHERST ST
 
HOUSTON, TX77005

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
POTTSTOWN AREA VIETNAM VETERANS MEMORIAL FUND
 
PO BOX 472
 
POTTSTOWN, PA19464

$ 35,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
KEY BANK FOUNDATION
 
127 PUBLIC SQUARE 5TH FL OH-01-27
 
CLEVELAND, OH44114

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
COMMONWEALTH OF PENNSYLVANIA
 
2301 N CAMERON ST
 
HARRISBURG, PA17110

$ 20,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
POTTSTOWN AREA HEALTH AND WELLNESS
FOUNDATION 		Employer identification number

23-2344729
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
POTTSTOWN AREA HEALTH AND WELLNESS
FOUNDATION 		Employer identification number

23-2344729
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT 26,275 5,255   0

TY 2023 InvestmentsCorpStockSchedule
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Name of Stock End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS 69,803,424 69,803,424

TY 2023 InvestmentsOtherSchedule2
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS FMV 3,228,492 3,228,492

TY 2023 LegalFeesSchedule
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 14,279 14,279   0


TY 2023 OtherAssetsSchedule
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT-OF-USE ASSET 485,878 435,944 435,944


TY 2023 OtherExpensesSchedule
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING CARRYOVER 12,250 0   0
BANK FEES 689 138   551
COMMUNICATION AND EDUCATIONAL PROGRAMS 92,828 18,566   74,262
DUES AND MEMBERSHIPS 32,137 6,427   25,710
EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE 74,671 14,934   59,737
INSURANCE 23,812 4,762   19,050
MISCELLANEOUS 62,351 12,470   0
NONPROFIT EVENTS SUPPORT 33,834 0   33,834
OFFICE EXPENSE 10,428 2,086   8,342
POSTAGE 1,744 349   1,395
PROGRAM EXPENSES 120,705 0   120,705
SEMINAR EXPENSE 22,235 0   22,235
WEBSITE LINK AND MAINTENANCE FEES 2,259 452   1,807


TY 2023 OtherIncomeSchedule2
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 15,217   15,217


TY 2023 OtherIncreasesSchedule
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Description Amount
UNREALIZED GAIN ON INVESTMENTS 2,127,249
PENSION BENEFIT - NONOPERATING INCOME 1,763,599


TY 2023 OtherLiabilitiesSchedule
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED PENSION EXPENSE 10,471,822 8,063,868
LEASE LIABILITY 490,288 444,641


TY 2023 OtherProfessionalFeesSchedule
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 350,029 70,006   280,023
INVESTMENT MANAGEMENT AND ADVISORY FEES 63,443 63,443   0


TY 2023 TaxesSchedule
Name:
POTTSTOWN AREA HEALTH AND WELLNESS
 
FOUNDATION
EIN:
23-2344729
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 41,516 0   0