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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
VNA FOUNDATION OF GREATER NORTH PENN
 
Number and street (or P.O. box number if mail is not delivered to street address)51 MEDICAL CAMPUS DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LANSDALE, PA19446
A Employer identification number

23-1396799
B Telephone number (see instructions)

(215) 847-4401
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$20,524,074J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 810,805 810,805  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 725,193
b Gross sales price for all assets on line 6a 1,797,312
7 Capital gain net income (from Part IV, line 2)... 725,193
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........ 1,537,998 1,535,998  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,250 0   135,000
14 Other employee salaries and wages...... 31,231 0   31,231
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,150 0   5,535
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,450 0   3,105
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
32,047 20,430   10,455
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,443 0   5,799
21 Travel, conferences, and meetings....... 3,848 0   3,848
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
75,741 45,769   28,210
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 309,160 66,199   223,183
25 Contributions, gifts, grants paid....... 641,000 641,000
26 Total expenses and disbursements. Add lines 24 and 25 950,160 66,199   864,183
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 587,838
b Net investment income (if negative, enter -0-) 1,469,799
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 68,122 165,250 165,250
2 Savings and temporary cash investments......... 1,113,630 1,145,716 1,145,716
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.......... 13,022 7,532 7,532
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 12,797,775 Click to see attachment
List of Attached Documents:
// Content
13,270,917 		19,205,576
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,272 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,993,821 14,589,415 20,524,074
Liabilities 17 Accounts payable and accrued expenses.......... 6,405 14,161
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)......... 6,405 14,161
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........... 13,987,416 14,575,254
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)..... 13,987,416 14,575,254
30 Total liabilities and net assets/fund balances (see instructions). 13,993,821 14,589,415
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
13,987,416
2
Enter amount from Part I, line 27a .....................
2
587,838
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,575,254
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
14,575,254
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2022-06-15 2025-06-30
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 1,797,312   1,072,119 725,193
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       725,193
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 2 725,193
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 20,430
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 20,430
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 20,430
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,080
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 11,080
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 9,350
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
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 2024 or the taxable year beginning in 2024? 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.NPVNAFOUNDATION.ORG
14
The books are in care ofright arrowDIANA DOHERTY EXECUTIVE DIRECTOR Telephone no.right arrow (215) 847-4401

Located atright arrow51 MEDICAL CAMPUS DRIVELANSDALEPA ZIP+4right arrow19446
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
JEROME SAG PRESIDENT
2.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
ROBIN CHAMBERS DIXON MA VICE PRESIDENT
1.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
NEAL PEARLSTINE TREASURER
2.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
KATHRYN MCCARTER SECRETARY
1.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
DAVE CROSSON MEMBER
1.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
WILLIAM LEISTER MEMBER
1.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
GERALD COCCHIARO MEMBER
1.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
ANNE FRANK MEMBER
1.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
ANTHONY H JOHNSON EDH MEMBER
1.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
CURT DEARDORFF EX OFFICIO MEMBER
1.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
MATEEN AFZAL MEMBER
1.00 		0 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
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
DIANA DOHERTY EXECUTIVE DIRECTOR
40.00 		150,000 0 0
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
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 (2024)
Form 990-PF (2024)
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
18,513,999
b
Average of monthly cash balances.......................
1b
1,145,511
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
19,659,510
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
19,659,510
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
294,893
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,364,617
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
968,231
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
968,231
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
20,430
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,430
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
947,801
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
947,801
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
947,801
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
864,183
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
864,183
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 947,801
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 114,569
c From 2021...... 373,340
d From 2022...... 54,239
e From 2023......  
f Total of lines 3a through e ........ 542,148
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 864,183
a Applied to 2023, 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 2024 distributable amount..... 864,183
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 83,618 83,618
(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 5 458,530
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		458,530
10 Analysis of line 9:
a Excess from 2020.... 30,951
b Excess from 2021.... 373,340
c Excess from 2022.... 54,239
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DIANA DOHERTY
51 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
(215) 847-4401
DDOHERTY@NPVNAFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
ALL SUBMISSIONS MUST BE MADE ONLINE AND INCLUDE THE FOLLOWING: A SUMMARY OF THE PROJECT, DEMONSTRATE THAT FUNDING WILL ADDRESS A SPECIFIC COMMUNITY NEED AND DOES NOT DUPLICATE EXISTING EFFORTS, GOALS FOR THE PROJECT, A SPECIFIC TIMELINE, EXPECTED OUTCOMES, MISSION STATEMENT AND HISTORY OF THE ORGANIZATION, NUMBER OF CLIENTS SERVED IN FOUNDATION COVERAGE AREA, COLLABORATIVE PARTNERSHIPS INVOLVED, LIST OF OTHER FUNDS APPLIED TO PROJECT, LIST OF BOARD OF DIRECTORS, BUDGET FORM, MOST RECENT AUDIT, LATEST STRATEGIC PLAN
cAny submission deadlines:
IN ACCORDANCE WITH PUBLISHED DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE AWARDED TO ORGANIZATIONS THAT BENEFIT THE HEALTH AND WELL-BEING OF THE NORTH PENN COMMUNITY. THE AREAS SERVED ARE THE NORTH PENN, WISSAHICKON AND SOUDERTON SCHOOL DISTRICTS AS WELL AS WORCESTER TOWNSHIP.
Form 990-PF (2024)
Form 990-PF (2024)
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

ABINGTON MEMORIAL FOUNDATION

1200 OLD YORK ROAD
ABINGTON,PA19101 		NONE PC JEFFERSON LANSDALE HOSPITAL DENTAL CARE ACCESS PROGRAM 140,000

ACLAMO FAMILY CENTERS

512 WEST MARSHALL STREET
NORRISTOWN,PA19401 		NONE PC CREATING PATHWAYS TO HEALTH FOR LATINOS IN NORTH PENN REGION 12,500

BEAN BAG FOOD PROGRAM

149 CHERRY LANE
SOUDERTON,PA18964 		NONE PC GENERAL OPERATIONS ($10,000)GENERAL OPERATIONS/BOARD DISCRETIONARY - ($1,000) 11,000

BUCKS-MONT COLLABORATIVE

PO BOX 66
HARLEYSVILLE,PA19438 		NONE PC YEAR 1 OF THE KITTY FITZGERALD MEMORIAL FUND, GENERAL OPERATING, PROGRAMMING AND SUMMIT 50,000

FAMILY PROMISE MONTCO

31 S SPRING GARDEN STREET
AMBLER,PA19002 		NONE PC HOUSING AND STABILIZATION SERVICES FOR FAMILIES IN THE GREATER NORTH PENN REGION 12,500

FAMILY SERVICES OF MONTGOMERY COUNTY

3125 RIDGE PIKE
NORRISTOWN,PA19403 		NONE PC PROJECT HEARTH SHARE 9,500

GARDEN OF HEALTH INC

201 CHURCH ROAD SUITE A
NORTH WALES,PA19454 		NONE PC GENERAL OPERATIONS ($12,500)GENERAL OPERATIONS/BOARD DISCRETIONARY - ($2,000) 14,500

GENERATIONS OF INDIAN VALLEY

259 N SECOND STREET
SOUDERTON,PA18964 		NONE PC GENERAL OPERATIONS 12,500

GREATER HARLEYSVILLE AND NORTH PENN SENIOR SERVICES

312 ALUMNI AVE
HARLEYSVILLE,PA19438 		NONE PC GENERAL OPERATIONS 12,500

HOPE WORX

1210 STANBRIDGE STREET STE 600
NORRISTOWN,PA19401 		NONE PC FAMILY TEAMS AT HOPE WORX (FAMILYWORX AND FST) 3,500

INDIAN CREEK FOUNDATION

420 COWPATH ROAD
SOUDERTON,PA18964 		NONE PC GENERAL OPERATIONS 7,500

INDIAN VALLEY PUBLIC LIBRARY

100 E CHURCH AVE
SOUDERTON,PA18969 		NONE PC GENERAL OPERATIONS 3,500

INTERNATIONAL FESTIVAL FOUNDATION

PO BOX 1017
LANSDALE,PA19446 		NONE PC SUPPORT FOR 2025 INTERNATIONAL SPRING FESTIVAL HEALTH PAVILLION 1,500

KEYSTONE OPPORTUNITY CENTER

104 N MAIN STREET
SOUDERTON,PA18964 		NONE PC GENERAL OPERATIONS ($12,500)GENERAL OPERATIONS/BOARD DISCRETIONARY - ($1,000) 13,500

LANSDALE LIBRARY ASSOCIATION

301 VINE STREET
LANSDALE,PA19446 		NONE PC GENERAL OPERATIONS 4,500

LAUREL HOUSE

PO BOX 764
NORRISTOWN,PA19404 		NONE PC LAUREL HOUSE SUPPORTIVE SERVICES ($10,000)GENERAL OPERATIONS/BOARD DISCRETIONARY ($1,000) 11,000

LEGAL AID OF SOUTHEASTERN PENNSYLVANIA

625 SWEDE STREET
NORRISTOWN,PA19401 		NONE PC LEGAL AID FOR GREATER NORTH PENN 10,000

MANNA ON MAIN STREET

606 E MAIN STREET SUITE 1001
LANSDALE,PA19446 		NONE PC GENERAL OPERATIONS ($15,000)NORTH PENN COMMONS HELPING HANDS ($15,000)CAPACITY BUILDING SUPPORT RELATED TO ITS NEW ONLINE MARKET HUB BUILDING IN LANSDALE BOROUGH ($25,000) 55,000

MATERNITY CARE COALITION

3401 I STREET SUITE 407
PHILADELPHIA,PA19134 		NONE PC MATERNAL CHILD HEALTH PROGRAMS IN NORTH PENN 7,500

MATTIE N DIXON COMMUNITY CUPBOARD

PO BOX 367
AMBLER,PA19002 		NONE PC GENERAL OPERATIONS 15,000

MISSION KIDS CHILD ADVOCACY CENTER

180 W GERMANTOWN PIKE STE 1
EAST NORRITON,PA19401 		NONE PC IMPROVING ACCESSIBILITY OF CHILD ABUSE PREVENTION EDUCATION ($10,000)GENERAL OPERATIONS/BOARD DISCRETIONARY ($1,000) 11,000

MITZVAH CIRCLE FOUNDATION

435 DOYLESTOWN ROAD
LANSDALE,PA19446 		NONE PC CRITICAL NEEDS FOR HEALTHY FAMILIES, DIAPER BANK, PERIOD SUPPLY PROGRAMS ($12,500)CAPACITY BUILDING SUPPORT RELATED TO NEW FOREVER HOME IN MONTGOMERYVILLE ($50,000) 62,500

MONTCO ANTI-HUNGER NETWORK

PO BOX 1086
LANSDALE,PA19446 		NONE PC NORTH PENN EMERGENCY FOOD ACCESS AND COLLABORATION BUILDING PROJECT ($7,000)GENERAL OPERATIONS ($1,000) 8,000

NORTH PENN VALLEY BOYS AND GIRLS CLUB

PO BOX 103
LANSDALE,PA19446 		NONE PC GENERAL OPERATIONS ($15,000)CAPACITY BUILDING SUPPORT RELATED TO ITS NEW WISSAHICKEN CLUB BUILDING IN AMBLER ($25,000) 40,000

NORTH PENN YMCA

2506 N BROAD STREET SUITE 208
COLMAR,PA18915 		NONE PC GENERAL OPERATIONS-MEMBERSHIPS SCHOLARSHIPS AND SUBSIDIARIES ($5,000)GENERAL OPERATIONS/BOARD DISCRETIONARY - ($1,000) 6,000

NORTH WALES AREA LIBRARY

233 SOUTH SWARTLEY STREET
NORTH WALES,PA19454 		NONE PC GENERAL OPERATIONS 2,500

ONE HOUSE AT A TIME

411 SUSQUEHANNA ROAD
AMBLER,PA19002 		NONE PC BEDS FOR KIDS PROGRAM 2,500

PEACEFUL LIVING

569 YODER ROAD
HARLEYSVILLE,PA19438 		NONE PC GENERAL OPERATIONS 5,000

PHILIP JAISOHN MEMORIAL FOUNDATION

1180 WELSH ROAD SUITE 250
NORTH WALES,PA19454 		NONE PC JAISOHN WELLNESS CENTER, SENIOR COMMUNITY CENTER AND OUTREACH/NAVIGATION PROJECT 5,000

SENIOR ADULT ACTIVITIES CENTER OF MONTGOMERY COUNTY

536 GEORGE STREET
NORRISTOWN,PA19401 		NONE PC SENIOR PROGRAMMING AT AMBLER SITE 5,000

ST LUKE'S PENN FOUNDATION

807 LAWN AVENUE
SELLERSVILLE,PA18960 		NONE PC ST. LUKE'S PENN FOUNDATION MENTAL HEALTH SERVICES 7,000

THE CENTER FOR LOSS AND BEREAVEMENT

PO BOX 1299
SKIPPACK,PA19474 		NONE PC MENTAL HEALTH AND GRIEF SERVICES FOR THE GREATER NORTH PENN AREA 7,500

THE PARTNERSHIP TMA OF MONTGOMERY COUNTY

125 N/ MAIN STREET
NORTH WALES,PA19454 		NONE PC GENERAL OPERATIONS 4,000

THE SALVATION ARMY CHILDREN'S SERVICES

121 N MAIN STREET STE 210
SOUDERTON,PA18964 		NONE PC TRAUMA-INFORMED SUPPORT PROGRAMS FOR FOSTER AND ADOPTIVE CHILDREN AND THEIR FAMILIES 5,000

TRICOUNTY COMMUNITY NETWORK

13 ARMAND HAMMER BLVD STE 102
POTTSTOWN,PA19464 		NONE PC RESILIENT STUDENT NETWORK 7,000

TRINITY LUTHERAN CHURCH

1000 W MAIN STREET
LANSDALE,PA19446 		NONE PC EXPANSION OF MEN'S CODE BLUE SHELTER AND START-UP WOMEN'S CODE BLUE SHELTER IN LANSDALE 3,500

VARIETY CLUB CAMP AND DEVELOPMENT CENTER

PO BOX 609
WORCESTER,PA19490 		NONE PC VARIETY WORKS WORKFORCE DEVELOPMENT SERVICES FOR YOUTH AND YOUNG ADULTS WITH DISABILITIES ($7,000)GENERAL OPERATIONS/BOARD DISCRETIONARY ( $1,000) 8,000

VICTIMS SERVICES CENTER OF MONTGOMERY COUNTY

325 SWEDE STREET 2ND FLOOR
NORRISTOWN,PA19401 		NONE PC STRENGTHENING ACCESS TO VSC'S SERVICES FOR DIVERSE VICTIMS OF CRIME IN THE NORTH PENN REGION 5,000

VNA COMMUNITY SERVICES INC

1421 HIGHLAND AVENUE
ABINGTON,PA19001 		NONE PC PERSONAL NAVIGATOR PROGRAM: BENEFIT ACCESS TO IMPROVE HEALTH AND WELLNESS FOR NORTH PENN RESIDENTS 9,500

VOL MEDICAL SERVICE CORPS OF LANSDALE

175 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446 		NONE PC GENERAL OPERATIONS 5,000

WELCOME PROJECT PA

350 S YORK ROAD
HATBORO,PA19040 		NONE PC GENERAL OPERATIONS/BOARD DISCRETIONARY ($2,000)MENTAL HEALTH WRAP-AROUND SERVICES ($8,000) 10,000

WISSAHICKON VALLEY PUBLIC LIBRARY

650 SKIPPACK PIKE
BLUE BELL,PA19422 		NONE PC GENERAL OPERATIONS 4,500

WOMEN'S CENTER OF MONTGOMERY COUNTY

2506 NORTH BROAD STREET STE 203
COLMAR,PA18915 		NONE PC COMPREHENSIVE DOMESTIC VIOLENCE SERVICES IN NORTH PENN REGION 5,000

WORTHWHILE WEAR

PO BOX 660
SILVERDALE,PA18962 		NONE PC A CONTINUUM OF CARE FOR SURVIVORS OF TRAFFIXING AND SEXUAL EXPLOITATION. 5,000
Total .................................right arrow 3a 641,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 810,805  
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 ............ 		    18 725,193  
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 1,535,998 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,535,998
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
VNA FOUNDATION OF GREATER NORTH PENN
EIN:
23-1396799
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 6,150 0   5,535

TY 2024 InvestmentsOtherSchedule2
Name:
VNA FOUNDATION OF GREATER NORTH PENN
EIN:
23-1396799
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PUBLICLY TRADED SECURITIES AT COST 13,270,917 19,205,576

TY 2024 OtherAssetsSchedule
Name:
VNA FOUNDATION OF GREATER NORTH PENN
EIN:
23-1396799
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
TAXES RECEIVABLE 1,272 0 0


TY 2024 OtherExpensesSchedule
Name:
VNA FOUNDATION OF GREATER NORTH PENN
EIN:
23-1396799
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 45,769 45,769   0
COMPUTER EXPENSE 17,434 0   16,493
ADVERTISING AND PUBLIC RELATIONS 4,413 0   4,413
DUES AND SUBSCRIPTIONS 3,511 0   3,204
INSURANCE 3,131 0   2,818
OFFICE EXPENSES 1,483 0   1,282


TY 2024 OtherProfessionalFeesSchedule
Name:
VNA FOUNDATION OF GREATER NORTH PENN
EIN:
23-1396799
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACTED SERVICES 3,450 0   3,105


TY 2024 TaxesSchedule
Name:
VNA FOUNDATION OF GREATER NORTH PENN
EIN:
23-1396799
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRS 20,430 20,430   0
PAYROLL TAXES 11,617 0   10,455