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 01-01-2024 , and ending 12-31-2024
Name of foundation
PHILADELPHIA HEALTH PARTNERSHIP
 
Number and street (or P.O. box number if mail is not delivered to street address)230 SOUTH BROAD STREET 810
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19102
A Employer identification number

23-2904262
B Telephone number (see instructions)

(215) 546-4290
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$49,579,256J 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 Check right arrow.............
3 Interest on savings and temporary cash investments 4,997 4,997  
4 Dividends and interest from securities... 270,792 794,425  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 203,706
b Gross sales price for all assets on line 6a 1,492,354
7 Capital gain net income (from Part IV, line 2)... 495,162
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
700,042 325,613  
12 Total. Add lines 1 through 11........ 1,179,537 1,620,197  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,509 0   4,954
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
110,437 45,215   57,175
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
424,525 255,763   168,802
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
30,241 66,652   0
19 Depreciation (attach schedule) and depletion... 4,346 0  
20 Occupancy.............. 66,372 3,319   62,453
21 Travel, conferences, and meetings....... 21,710 0   21,825
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
715,149 262,657   693,019
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,379,289 633,606   1,008,228
25 Contributions, gifts, grants paid....... 1,102,600 1,459,063
26 Total expenses and disbursements. Add lines 24 and 25 2,481,889 633,606   2,467,291
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,302,352
b Net investment income (if negative, enter -0-) 986,591
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.............      
2 Savings and temporary cash investments......... 1,726,873 671,342 671,342
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.......... 61,154 34,090 34,090
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,803,433 Click to see attachment
List of Attached Documents:
// Content
7,021,400 		7,021,400
c Investments—corporate bonds (attach schedule)....... 3,722,717 Click to see attachment
List of Attached Documents:
// Content
3,795,770 		3,795,770
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).......... 36,165,642 Click to see attachment
List of Attached Documents:
// Content
38,011,431 		38,011,431
14 Land, buildings, and equipment: basis right arrow60,351
Less: accumulated depreciation (attach schedule) right arrow42,967 16,250 Click to see attachment
List of Attached Documents:
// Content
17,384 		17,384
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
85,019 		Click to see attachment
List of Attached Documents:
// Content
27,839 		Click to see attachment
List of Attached Documents:
// Content
27,839
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 48,581,088 49,579,256 49,579,256
Liabilities 17 Accounts payable and accrued expenses.......... 125,111 94,298
18 Grants payable................. 631,463 275,000
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
89,418 		Click to see attachment
List of Attached Documents:
// Content
68,209
23 Total liabilities (add lines 17 through 22)......... 845,992 437,507
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........... 47,735,096 49,141,749
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)..... 47,735,096 49,141,749
30 Total liabilities and net assets/fund balances (see instructions). 48,581,088 49,579,256
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
47,735,096
2
Enter amount from Part I, line 27a .....................
2
-1,302,352
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,753,005
4
Add lines 1, 2, and 3 ..........................
4
49,185,749
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
44,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
49,141,749
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      
b WELLINGTON CONTRARIAN INTL VALUE P 2015-11-27 2024-04-30
c CANYON VALUE REALIZATION FUND P 2019-02-28 2002-10-01
d CANYON VALUE REALIZATION FUND P 2019-02-28 2024-12-31
e OHA DIVERSIFIED CREDIT STRATEGIES FUND (OFFSHORE) P 2018-02-21 2024-04-08
LLC EIN 20-3377269 P    
LLC EIN 26-0724017 P    
LLC EIN 26-3319245 P    
LLC EIN 27-3616351 P    
LLC EIN 37-1973129 P    
LLC EIN 83-3482023 P    
LP EIN 26-1073624 P    
LP EIN 45-3145455 P    
LP EIN 47-1232697 P    
LP EIN 47-4299035 P    
LP EIN 81-2647574 P    
LP EIN 82-3810942 P    
LP EIN 86-2388155 P    
LP EIN 86-2421429 P    
LP EIN 98-1350296 P    
PARTNERSHIP EIN 36-7324183 P    
PARTNERSHIP EIN 47-2399816 P    
PARTNERSHIP EIN 85-3327624 P    
REMOVE, PASSTHROUGH UBI CAPITAL GAIN P    
(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 550,000   575,950 -25,950
b 260,000   169,561 90,439
c 309,585   244,157 65,428
d 315,900   244,156 71,744
e 56,869   54,824 2,045
      -67,054
      45,057
      -524
      144,091
      24,715
      124,709
      99,711
      87,018
      -55,984
      32,119
      -5,719
      8,168
      -17,957
      -320,586
      9,028
      -19,647
      210,006
      3,158
      -8,853
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       -25,950
b       90,439
c       65,428
d       71,744
e       2,045
      -67,054
      45,057
      -524
      144,091
      24,715
      124,709
      99,711
      87,018
      -55,984
      32,119
      -5,719
      8,168
      -17,957
      -320,586
      9,028
      -19,647
      210,006
      3,158
      -8,853
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 2 495,162
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 13,714
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 13,714
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 13,714
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 24,732
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 24,732
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 11,018
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow11,018 Refundedright arrow 11 0
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 changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 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.PHILAHEALTHPARTNERSHIP.ORG
14
The books are in care ofright arrowANN MARIE HEALY EXECUTIVE DIRECTOR Telephone no.right arrow (215) 546-4290

Located atright arrow230 SOUTH BROAD STREET 810PHILADELPHIAPA ZIP+4right arrow19102
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
PETER J ZULEBA III CHAIR
3.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
TED DALLAS VICE CHAIR
3.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
NIMRIT K KANG TREASURER
3.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
LORENA E AHUMADA ESQ SECRETARY
2.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
JOSE A BAUERMEISTER MPH PHD DIRECTOR
3.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
JORDAN A BROWN DIRECTOR
1.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
NADIA L DOWSHEN MD DIRECTOR
1.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
ELIZABETH A ELDRIDGE DIRECTOR
1.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
MICHAEL G HORSEY CPA DIRECTOR
1.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
JASMINE E SESSOMS DIRECTOR
1.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
KAMILAH JACKSON DIRECTOR TO MARCH 2024
1.00 		0 0 0
230 SOUTH BROAD STREET SUITE 810
PHILADELPHIA,PA19102
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
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
HEALTH FEDERATION OF PHILADELPHIA EMPLOYMENT SERVICES 699,862
123 S BROAD STREET STE 650
PHILADELPHIA,PA19109
CREWCIAL PARTNERS LLC INVESTMENT ADVISORY SERVICES 94,168
750 THIRD AVENUE 20TH FLOOR
NEW YORK,NY10017
YOUR PART TIME CONTROLLER LLC ACCOUNTING SERVICES 73,593
1500 WALNUT STREET SUITE 1200
PHILADELPHIA,PA19102
HYPHENATE COMMUNICATION LLC COMMUNICATIONS AND SOCIAL MEDIA 56,000
5007 WALTON AVENUE
PHILADELPHIA,PA19143
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
11,053,480
b
Average of monthly cash balances.......................
1b
1,342,269
c
Fair market value of all other assets (see instructions)................
1c
37,511,854
d
Total (add lines 1a, b, and c).........................
1d
49,907,603
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
49,907,603
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
748,614
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
49,158,989
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,457,949
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,457,949
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,714
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,714
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,444,235
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,444,235
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
2,444,235
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,467,291
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
5,480
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
2,472,771
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 2,444,235
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,148,739
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,472,771
a Applied to 2023, but not more than line 2a 2,148,739
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..... 324,032
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 0
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 .......... 		2,120,203
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

12 PLUS

3401 I STREET UNIT 304
PHILADELPHIA,PA19134 		  PC IN SUPPORT OF INCREASING EDUCATIONAL EQUITY BY BUILDING SCHOOL CULTURES THAT INSPIRE ACADEMIC ACHIEVEMENT AND STUDENT ASPIRATION BEYOND THE 12TH GRADE 5,000

ACCESS MATTERS

1700 MARKET STREET SUITE 1540
PHILADELPHIA,PA19103 		  PC IN SUPPORT OF THE ACCESS PROJECT TO PROTECT AND EXPAND ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE, FAMILY PLANNING SERVICES, AND COMPREHENSIVE SEX EDUCATION 50,000

AFRICAN FAMILY HEALTH ORGANIZATION

5400 GRAYS AVENUE 2ND FLOOR
PHILADELPHIA,PA19143 		  PC $5,000 IN SUPPORT OF PARTICIPATION IN THE ECONOMY LEAGUE GREATER PHILADELPHIA 2024 LEADERSHIP EXCHANGE (GPLEX); $75,000 IN SUPPORT OF CULTURALLY- AND LINGUISTICALLY- SENSITIVE HEALTH, HUMAN, AND EDUCATIONAL SERVICES FOR AFRICAN AND CARIBBEAN IMMIGRANTS AND REFUGEES 80,000

BUILD OUR LIVES TOGETHER (BOLT)

1500 CHESTNUT STREET SUITE 2 - 1210
PHILADELPHIA,PA19102 		  PC IN SUPPORT OF THE CULTIVATION, SUPPORT, AND EMPOWERMENT OF GRASSROOTS LEADERS TO DRIVE COMMUNITY-LED CHANGE 40,000

CHILDREN FIRST

990 SPRING GARDEN STREET SUITE 200
PHILADELPHIA,PA19123 		  PC IN SUPPORT OF ADVOCACY TO EXPAND CHILDRENS ACCESS TO QUALITY HEALTHCARE AND EARLY CHILDHOOD SERVICES AND PREVENT CHILDHOOD LEAD POISONING 65,000

CHILDREN'S HOSPITAL OF PHILADELPHIA

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		  PC IN SUPPORT OF IMPLEMENTATION AND EVALUATION OF HEALTHYSTEPS AT CHILDREN'S HOPSITAL OF PHILADELPHIA PRIMARY CARE, COBBS CREEK AND ADVOCACY FOR PAYMENT REFORMS TO RESOURCE BEHAVIORAL HEALTH INTEGRATION IN PEDIATRIC PRIMARY CARE 81,463

ECONOMY LEAGUE OF GREATER PHILADELPHIA

1800 JOHN F KENNEDY BLVD STE 460
PHILADELPHIA,PA19103 		  PC IN SUPPORT OF THE 2024 GREATER PHILADELPHIA LEADERSHIP EXCHANGE (GPLEX) SCHOLARSHIP FUND 15,600

EDUCATION LAW CENTER

1800 JFK BOULEVARD SUITE 1900-A
PHILADELPHIA,PA19103 		  PC IN SUPPORT OF LEGAL SERVICES AND ADVOCACY TO IMPROVE CHILDRENS ACCESS TO EARLY INTERVENTION SERVICES AND FULL INCLUSION IN EARLY CHILDHOOD EDUCATION 50,000

HISPANOS UNIDOS PARA NINOS EXCEPCIONALES (HUNE)

2215 N AMERICAN STREET
PHILADELPHIA,PA19133 		  PC IN SUPPORT OF BILINGUAL CASE MANAGEMENT, FAMILY ADVOCACY, AND EDUCATIONAL SUPPORT SERVICES FOR CHILDREN AND YOUTH WITH DISABILITIES AND THEIR PARENTS/CAREGIVERS 30,000

JEWISH HEALTHCARE FOUNDATION

650 SMITHFIELD STREET
PITTSBURGH,PA15222 		  PC IN SUPPORT OF THE PENNSYLVANIA HEALTH FUNDERS COLLABORATIVE 7,000

LA PUERTA ABIERTA

PO BOX 534
NARBERTH,PA19072 		  PC IN SUPPORT OF CULTURALLY- AND TRAUMA-INFORMED MENTAL HEALTH SUPPORT FOR IMMIGRANTS AND REFUGEES AND CROSS-SYSTEMS PROVIDER TRAINING TO PROMOTE EQUITABLE CARE 50,000

LEGAL CLINIC FOR THE DISABLED

1513 RACE STREET
PHILADELPHIA,PA19102 		  PC IN SUPPORT OF ORGANIZATIONAL LEADERSHIP TRANSITION AND ENHANCEMENT OF DATA SYSTEMS 20,000

LENFEST INSTITUTE FOR JOURNALISM

1835 MARKET STREET SUITE 2410
PHILADELPHIA,PA19103 		  SO I IN SUPPORT OF THE EVERY VOICE, EVERY VOTE INITIATIVE TO IMPROVE CIVIC INFORMATION AND ENGAGEMENT REGARDING CITY GOVERNMENT ACTIVITIES AND THEIR IMPACT ON PEOPLES LIVES 35,000

NATIONALITIES SERVICE CENTER OF PHILADELPHIA

1216 ARCH STREET 4TH FLOOR
PHILADELPHIA,PA19107 		  PC IN SUPPORT OF PROGRAMS AND SERVICES THAT WELCOME AND EMPOWER IMMIGRANTS AND REFUGEES TO ACHIEVE A LIFE OF SAFETY AND STABILITY, SUSTAINABLE OPPORTUNITIES, AND MEANINGFUL COMMUNITY CONNECTIONS 75,000

NEW VOICES FOR REPRODUCTIVE JUSTICE

5987 BROAD STREET SUITE 205
PITTSBURGH,PA15206 		  PC IN SUPPORT OF COMMUNITY ORGANIZING, CIVIC ENGAGEMENT, AND ADVOCACY TO ADVANCE REPRODUCTIVE JUSTICE BY BUILDING POWER FOR AND WITH BLACK WOMEN, BLACK QUEER FOLKS, AND BLACK MARGINALIZED PEOPLE 50,000

OSHUN FAMILY CENTER

PO BOX 5116
PHILADELPHIA,PA19141 		  PC $5,000 IN SUPPORT OF PARTICIPATION IN THE ECONOMY LEAGUE GREATER PHILADELPHIA 2024 LEADERSHIP EXCHANGE (GPLEX); $65,000 IN SUPPORT OF RACIALLY CONCORDANT CARE FOR BLACK BIRTHING FAMILIES INCLUDING TRAUMA-INFORMED THERAPY AND SUPPORT SERVICES FOR EVERY STAGE OF THE BIRTHING JOURNEY 70,000

PARENTCHILD

163B MINEOLA BOULEVARD
MINEOLA,NY11501 		  PC IN SUPPORT OF HOME VISITING SERVICES FOR FAMILIES WITH CHILDREN FROM 16 MONTHS TO FOUR YEARS OLD TO STIMULATE PARENT-CHILD INTERACTION AND DEVELOP CHILDRENS LANGUAGE, EARLY LITERACY, AND SOCIAL-EMOTIONAL SKILLS 50,000

PENNSYLVANIA ASSOCIATION OF THE EDUCATION OF YOUNG CHILDREN

320 MARKET STREET SUITE 473E
HARRISBURG,PA17101 		  PC IN SUPPORT OF STATEWIDE COLLABORATION TO IMPROVE THE PENNSYLVANIA INFANT TODDLER EARLY INTERVENTION SYSTEM WITH A FOCUS ON OUTREACH, REFERRAL, ENROLLMENT, QUALITY SERVICES, EQUITABLE ACCESS, MENTAL HEALTH, AND MEDICAID PARTNERSHIPS 175,000

PENNSYLVANIA HEALTH ACCESS NETWORK

1501 CHERRY STREET
PHILADELPHIA,PA19102 		  PC IN SUPPORT OF ADVOCACY TO PROMOTE ACCESS TO QUALITY, EQUITABLE, AND AFFORDABLE HEALTH CARE AND PROVISION OF HEALTH INSURANCE ENROLLMENT AND NAVIGATION SERVICES 75,000

PENNSYLVANIA PARTNERSHIPS FOR CHILDREN

200 N THIRD STREET 13TH FLOOR
HARRISBURG,PA17101 		  PC IN SUPPORT OF ADVOCACY TO IMPROVE CHILD AND FAMILY ACCESS TO QUALITY, EQUITABLE HEALTH INSURANCE, CHILD CARE, EARLY INTERVENTION SERVICES, AND HOME VISITING SERVICES 75,000

PENNSYLVANIA VOICE

709 N 2ND ST SUITE 400 1174
PHILADELPHIA,PA19123 		  PC IN SUPPORT OF NONPROFIT PARTNERSHIP TO EXPAND CIVIC PARTICIPATION, MAKE VOTING EASIER, AND SECURE EQUITABLE REPRESENTATION IN GOVERNMENT 100,000

PHILADELPHIA CITY FUND

1400 JOHN F KENNEDY BLVD CITY HALL
267
PHILADELPHIA,PA19107 		  PC IN SUPPORT OF THE PHILLY JOY BANK GUARANTEED INCOME PILOT TO PROMOTE PERINATAL AND EARLY CHILDHOOD HEALTH AND WELL-BEING AND TO ADDRESS RACIAL DISPARITIES IN INFANT MORTALITY 50,000

PHILADELPHIA LEGAL ASSISTANCE CENTER INC

718 ARCH STREET SUITE 300N
PHILADELPHIA,PA19106 		  PC OPERATING SUPPORT - IN MEMORY OF ANITA SANTOS 2,500

SEAMAAC INC

1711 BROAD STREET
PHILADELPHIA,PA19148 		  PC IN SUPPORT OF PROGRAMS AND SERVICES FOR IMMIGRANTS, REFUGEES, AND OTHER MARGINALIZED COMMUNITY MEMBERS AS THEY SEEK TO ADVANCE THE CONDITION OF THEIR LIVES IN THE UNITED STATES 65,000

THE VILLAGE OF ARTS AND HUMANITIES

2544 GERMANTOWN AVENUE
PHILADELPHIA,PA19133 		  PC IN SUPPORT OF YOUTH LEADERSHIP PROGRAMS THAT PREPARE YOUNG PEOPLE TO ENTER THE WORKFORCE AND POSTSECONDARY EDUCATION AS SELF-DETERMINED CREATIVE PROBLEM SOLVERS AND SOCIAL INNOVATORS 45,000

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

1800 JFK BLVD SUITE 1200
PHILADELPHIA,PA19103 		  PC $25,000 IN SUPPORT OF COLLABORATION BY LOCAL FUNDERS TO CREATE AN ACTIONABLE, MULTI-YEAR PLAN FOR COORDINATED NONPROFIT CAPACITY BUILDING ACROSS THE REGION. THE UNITED WAY SERVES AS THE FISCAL AGENT. $25,000 IN SUPPORT OF THE CENTER FOR LEADERSHIP EQUITYS PUBLIC LAUNCH AND PROGRAMS INCLUDING THE PROVISION OF CULTURALLY COMPETENT PROFESSIONAL DEVELOPMENT RESOURCES FOR BLACK NONPROFIT LEADERS 50,000

WEREIGN

2152 N 28TH STREET 2ND FLOOR
PHILADELPHIA,PA19121 		  PC $5,000 IN SUPPORT OF PARTICIPATION IN THE ECONOMY LEAGUE GREATER PHILADELPHIA 2024 LEADERSHIP EXCHANGE (GPLEX); $40,000 IN SUPPORT OF LEADERSHIP DEVELOPMENT AND CIVIC ENGAGEMENT PROGRAMS FOR YOUNG PEOPLE WHO IDENTIFY AS BLACK GIRLS TO BECOME CHANGE AGENTS IN THEIR OWN LIVES AND COMMUNITIES 45,000

WOMAN'S WAY

123 S BROAD ST SUITE 1320
PHILADELPHIA,PA19109 		  PC OPERATING SUPPORT - IN MEMORY OF JOANNE DENWORTH 2,500
Total .................................right arrow 3a 1,459,063
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 ........... 		    14 4,997  
4 Dividends and interest from securities ....     14 270,792  
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 ..... 523000 568 14 699,474  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 8,853 18 194,853  
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) .. 9,421 1,170,116 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,179,537
(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:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 73,476 44,086   29,507
AUDIT AND TAX 36,961 1,129   27,668

TY 2024 InvestmentsCorpBondsSchedule
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME FUND - VANGUARD SHORT TERM BOND FUND - 118,122.192 SH 1,196,578 1,196,578
FIXED INCOME FUND - VANGUARD TOTAL BOND FUND - 274,176.386 SH 2,599,192 2,599,192

TY 2024 InvestmentsCorpStockSchedule
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Name of Stock End of Year Book Value End of Year Fair Market Value
INTERNATIONAL EQUITY COMPOSITE FD - BROWN INT'L SMALL CO FD - 56,183.683 SH 1,400,659 1,400,659
INTERNATIONAL EQUITY COMPOSITE FD - VANGUARD DEVELOPED MKTS - 61,187.828 SH 939,845 939,845
US EQUITY COMPOSITE FUND - DFA US CORE EQUITY - 39,407.943 SH 1,704,394 1,704,394
US EQUITY COMPOSITE FUND - VULCAN LARGE VALUE - 48,953.575 SH 1,362,378 1,362,378
US EQUITY COMPOSITE FUND - DFA SMALL CAP VALUE - 28,022.765 SH 1,359,384 1,359,384
US EQUITY COMPOSITE FUND - JACKSON SQUARE SMID GROWTH - 13,637.023 SH 254,740 254,740

TY 2024 InvestmentsOtherSchedule2
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EMERGING MARKETS COMPOSITE FUND - SUSTAINABLE CAPITAL AFRICA ALPHA FUND FMV 1,545,512 1,545,512
EMERGING MARKETS COMPOSITE FUND - WESTWOOD EMERGING MKTS FMV 2,198,387 2,198,387
GLOBAL FIXED INCOME - COLCHESTER GLOBAL BOND FUND FMV 1,558,384 1,558,384
GLOBAL/SELECT STRATEGIES FUND - FORAGER FUND LP FMV 1,705,705 1,705,705
GLOBAL/SELECT STRATEGIES FUND - FPR PARTNERS FMV 1,299,515 1,299,515
GLOBAL/SELECT STRATEGIES FUND - HEARD HIGH CONVICTION LONG ONLY FMV 2,152,222 2,152,222
GLOBAL/SELECT STRATEGIES FUND - KONTIKI LONG ONLY FMV 1,824,262 1,824,262
GLOBAL/SELECT STRATEGIES FUND - SHAWSPRING PARTNERS FMV 1,410,673 1,410,673
HEDGE FUNDS COMPOSITE - CANYON VALUE REALIZATION FUND FMV 631,799 631,799
HEDGE FUNDS COMPOSITE - FOSSE FMV 1,625,341 1,625,341
HEDGE FUNDS COMPOSITE - NITORUM OFFSHORE FUND FMV 1,562,974 1,562,974
HEDGE FUNDS COMPOSITE - PERTENTO FUND FMV 1,889,073 1,889,073
INTERNATIONAL EQUITY COMPOSITE FUND - ICHIGO JAPAN FUND B FMV 1,645,033 1,645,033
INTERNATIONAL EQUITY COMPOSITE FUND - NORDFLINT FMV 1,617,843 1,617,843
INTERNATIONAL EQUITY COMPOSITE FUND - WELLINGTON CONTRARIAN INTL VALUE FMV 3,302,646 3,302,646
PRIVATE EQUITY COMPOSITE - BLUE WOLF CAPITAL FUND V-A FMV 417,127 417,127
PRIVATE EQUITY COMPOSITE - CONSONANCE PRIVATE EQUITY II FMV 798,237 798,237
PRIVATE EQUITY COMPOSITE - DIGITAL ALPHA FUND I FMV 1,095,132 1,095,132
PRIVATE EQUITY COMPOSITE - RCP FUND VIII FMV 432,736 432,736
PRIVATE EQUITY COMPOSITE - RENEGADE PARTNERS II FMV 116,901 116,901
PRIVATE EQUITY COMPOSITE - TIFF PRIVATE EQUITY PARTNERS 2008, LLC FMV 160,834 160,834
PRIVATE EQUITY COMPOSITE - TIFF PRIVATE EQUITY PARTNERS 2009, LLC FMV 40,727 40,727
PRIVATE EQUITY COMPOSITE - TIFF PRIVATE EQUITY PARTNERS 2011, LLC FMV 658,154 658,154
PRIVATE EQUITY COMPOSITE - USV CLIMATE 2022 FMV 243,466 243,466
PRIVATE EQUITY COMPOSITE - VENBIO GLOBAL STRATEGIC FUND IV FMV 373,854 373,854
PRIVATE EQUITY COMPOSITE - WARBURG PINCUS PRIVATE EQUITY XII FMV 708,473 708,473
REAL ESTATE - BPG FUND IX FMV 108 108
REAL ESTATE - CROW REAL ESTATE FUND VIII-A FMV 29,127 29,127
REAL ESTATE - PATRON FUND V FMV 364,426 364,426
US EQUITY COMPOSITE FUND - AFR CONCENTRATED VALUE FMV 1,465,495 1,465,495
US EQUITY COMPOSITE FUND - DILATION OFFSHORE LONG FUND FMV 2,472,890 2,472,890
US EQUITY COMPOSITE FUND - METIS US EQUITY INDEX PORTFOLIO FMV 2,664,375 2,664,375

TY 2024 LandEtcSchedule2
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNITURE & EQUIPMENT 59,602 42,218 17,384 17,384
COMPUTER SOFTWARE 749 749 0  


TY 2024 LegalFeesSchedule
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 6,509 0   4,954


TY 2024 OtherAssetsSchedule
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSITS 20,000 20,000 20,000
OPERATING RIGHT-OF-USE ASSET 65,019 7,839 7,839


TY 2024 OtherDecreasesSchedule
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Description Amount
DEFERRED EXCISE TAX ADJUSTMENT 44,000


TY 2024 OtherExpensesSchedule
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE FEES 670,502 30,450   669,413
OFFICE EXPENSE 19,955 998   20,971
DUES AND SUBSCRIPTIONS 21,741 0   0
BANK CHARGES 177 177   0
EQUIPMENT AND SOFTWARE 2,774 139   2,635
LLC EIN 20-3377269 - INVESTMENT EXPENSES 0 926   0
LLC EIN 26-0724017 - INVESTMENT EXPENSES 0 2,562   0
LLC EIN 26-3319245 - INVESTMENT EXPENSES 0 3,857   0
LLC EIN 27-3616351 - INVESTMENT EXPENSES 0 18,574   0
LLC EIN 37-1973129 - INVESTMENT EXPENSES 0 19,855   0
LLC EIN 83-3482023 - INVESTMENT EXPENSES 0 18,107   0
LP EIN 26-1073624 - INVESTMENT EXPENSES 0 13,353   0
LP EIN 45-3145455 - INVESTMENT EXPENSES 0 26,768   0
LP EIN 47-1232697 - INVESTMENT EXPENSES 0 13,030   0
LP EIN 47-4299035 - INVESTMENT EXPENSES 0 4,527   0
LP EIN 81-0802581 - INVESTMENT EXPENSES 0 1   0
LP EIN 81-1442775 - INVESTMENT EXPENSES 0 16   0
LP EIN 81-2647574 - INVESTMENT EXPENSES 0 29   0
LP EIN 82-3810942 - INVESTMENT EXPENSES 0 880   0
LP EIN 84-4268092 - INVESTMENT EXPENSES 0 22,213   0
LP EIN 86-2388155 - INVESTMENT EXPENSES 0 16,202   0
LP EIN 86-2421429 - INVESTMENT EXPENSES 0 12,691   0
LP EIN 87-1342435 - INVESTMENT EXPENSES 0 13,008   0
LP EIN 88-1599543 - INVESTMENT EXPENSES 0 11,939   0
LP EIN 88-3357954 - INVESTMENT EXPENSES 0 19,945   0
LP EIN 98-1350296 - INVESTMENT EXPENSES 0 16,437   0
PARTNERSHIP EIN 36-7324183 - INVESTMENT EXPENSES 0 10   0
PARTNERSHIP EIN 47-2399816 - INVESTMENT EXPENSES 0 1,177   0
PARTNERSHIP EIN 85-3327624 - INVESTMENT EXPENSES 0 1,097   0
LESS, PASSTHROUGH UBI INVESTMENT EXPENSE 0 -2,074   0
LESS, EXPENSES ALLOCABLE TO UBI 0 -4,237   0


TY 2024 OtherIncomeSchedule2
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 280,531 280,531 280,531
PASS-THROUGH ALLOCATION ON BOOKS 419,511 0 419,511
LLC EIN 20-3377269 0 -295 0
LLC EIN 26-0724017 0 -573 0
LLC EIN 26-3319245 0 -467 0
LLC EIN 27-3616351 0 3,682 0
LLC EIN 37-1973129 0 229 0
LLC EIN 83-3482023 0 5 0
LP EIN 26-1073624 0 104 0
LP EIN 45-3145455 0 -1,032 0
LP EIN 47-4299035 0 607 0
LP EIN 84-4268092 0 98,188 0
LP EIN 86-2421429 0 -3,231 0
LP EIN 87-1342435 0 -309 0
LP EIN 90-0762983 0 -35 0
PARTNERSHIP EIN 36-7324183 0 -59,509 0
PARTNERSHIP EIN 47-2399816 0 8,286 0
REMOVE, PASS-THROUGH UBI OTHER INCOME 0 -568 0


TY 2024 OtherIncreasesSchedule
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Description Amount
UNREALIZED GAIN ON INVESTMENTS 2,753,005


TY 2024 OtherLiabilitiesSchedule
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 73,418 8,209
DEFERRED FEDERAL EXCISE TAX LIABILITY 16,000 60,000


TY 2024 OtherProfessionalFeesSchedule
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAMMATIC CONSULTANTS 61,175 0   61,175
COMMUNICATIONS CONSULTANT 58,500 0   58,125
WEBSITE CONSULTANT 21,000 0   21,000
ALTERNATIVE INVESTMENT - INVESTMENT FEES 146,577 146,577   0
INVESTMENT ADVISORY 94,168 94,168   0
IT CONSULTING 29,565 1,478   28,502
CUSTODIAN FEES 13,540 13,540   0


TY 2024 TaxesSchedule
Name:
PHILADELPHIA HEALTH PARTNERSHIP
EIN:
23-2904262
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
UNRELATED BUSINESS INCOME TAX 494 0   0
PF EXCISE TAX 13,070 0   0
FOREIGN TAXES PAID 16,677 16,677   0
LLC EIN 20-3377269 - FOREIGN TAXES 0 16,386   0
LLC EIN 26-0724017 - FOREIGN TAXES 0 6   0
LLC EIN 27-3616351 - FOREIGN TAXES 0 1   0
LLC EIN 37-1973129 - FOREIGN TAXES 0 6,102   0
LLC EIN 83-3482023 - FOREIGN TAXES 0 70   0
LP EIN 45-3145455 - FOREIGN TAXES 0 176   0
LP EIN 47-4299035 - FOREIGN TAXES 0 39   0
PARTNERSHIP EIN 36-7324183 - FOREIGN TAXES 0 1,170   0
PARTNERSHIP EIN 47-2399816 - FOREIGN TAXES 0 26,017   0
PARTNERSHIP EIN 85-3327624 - FOREIGN TAXES 0 8   0