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
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
FKA POTTSTOWN AREA HEALTH AND WELLNESS
Number and street (or P.O. box number if mail is not delivered to street address)152 EAST HIGH STREET SUITE 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
POTTSTOWN, PA19464
A Employer identification number

23-2344729
B Telephone number (see instructions)

(610) 323-2006
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$77,384,388J 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) 229,492
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,150,258 2,150,258  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,344,591
b Gross sales price for all assets on line 6a 8,887,547
7 Capital gain net income (from Part IV, line 2)... 3,344,591
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
8,396 0  
12 Total. Add lines 1 through 11........ 5,732,737 5,494,849  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 295,775 77,624   177,465
14 Other employee salaries and wages...... 871,022 228,592   669,048
15 Pension plans, employee benefits....... 275,261 63,858   213,035
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
12,830 12,830   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,214 5,643   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
295,875 159,004   156,733
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,748 0   0
19 Depreciation (attach schedule) and depletion... 4,645 4,645  
20 Occupancy.............. 122,900 24,580   98,320
21 Travel, conferences, and meetings....... 36,415 7,283   29,132
22 Printing and publications.......... 11,263 2,253   9,010
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
589,296 48,184   498,449
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,546,244 634,496   1,851,192
25 Contributions, gifts, grants paid....... 2,770,238 2,991,590
26 Total expenses and disbursements. Add lines 24 and 25 5,316,482 634,496   4,842,782
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 416,255
b Net investment income (if negative, enter -0-) 4,860,353
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......... 699,773 328,196 328,196
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   79,244    
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 14,126 37,115 37,115
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 69,803,424 Click to see attachment
List of Attached Documents:
// Content
70,851,216 		70,851,216
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).......... 3,228,492 Click to see attachment
List of Attached Documents:
// Content
5,741,778 		5,741,778
14 Land, buildings, and equipment: basis right arrow447,911
Less: accumulated depreciation (attach schedule) right arrow406,345 22,501 41,566 41,566
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
435,944 		Click to see attachment
List of Attached Documents:
// Content
384,517 		Click to see attachment
List of Attached Documents:
// Content
384,517
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 74,283,504 77,384,388 77,384,388
Liabilities 17 Accounts payable and accrued expenses.......... 258,070 178,388
18 Grants payable................. 221,352  
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
8,508,509 		Click to see attachment
List of Attached Documents:
// Content
3,735,269
23 Total liabilities (add lines 17 through 22)......... 8,987,931 3,913,657
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........... 65,010,573 73,368,914
25 Net assets with donor restrictions............ 285,000 101,817
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)..... 65,295,573 73,470,731
30 Total liabilities and net assets/fund balances (see instructions). 74,283,504 77,384,388
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
65,295,573
2
Enter amount from Part I, line 27a .....................
2
416,255
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,758,903
4
Add lines 1, 2, and 3 ..........................
4
73,470,731
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
73,470,731
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 TOO VOLUMINOUS TO LIST - DETAILS AVAILABLE AT TAXPAYER'S OFFICE P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,887,547   5,542,956 3,344,591
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       3,344,591
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 3,344,591
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 67,559
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 67,559
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 67,559
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 67,559
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
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.POTTSTOWNFOUNDATION.ORG
14
The books are in care ofright arrowDAVID KRAYBILL EXECUTIVE DIRECTOR Telephone no.right arrow (610) 323-2006

Located atright arrow152 E HIGH STREET SUITE 500POTTSTOWNPA ZIP+4right arrow19464
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
DAVID KRAYBILL PRESIDENT
40.00 		295,775 58,071 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
ADAM CONISH MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
LORI REINHART MUSSON MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
JEFFREY SPARAGANA MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
ARTHUR GREEN MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
FRANCES HEFFNER MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
MATTHEW HOWALD MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
CARL LANDIS MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
NANCY MILLER CHAIRMAN
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
JOHN BUCKLEY MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
JOSE FERNANDEZ MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
WILLIAM TADDONIO MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
AMY L SCHONDRA MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
FRANK STRUNK MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
JAMIE PARRIS ED D MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
LORI LORANT-TOBIAS DO MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
D SCOTT DETAR MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
LINDA FLEDERBACH MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
RYAN WALL MEMBER
5.00 		0 0 0
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
HOWARD BROWN PROGRAM OFFICER
40.00 		168,313 31,860 0
152 E HIGH ST STE 500
POTTSTOWN,PA19464
CRAIG COLISTRA PROGRAM OFFICER
40.00 		122,956 32,602 0
152 E HIGH ST STE 500
POTTSTOWN,PA19464
ROSEMARIE WALTERS OFFICE MANAGER
40.00 		122,404 9,159 0
152 E HIGH ST STE 500
POTTSTOWN,PA19464
TEMITOPE AJIBOYE POMANTE MINA POMAN CONTROLLER
40.00 		113,783 13,951 0
152 E HIGH ST STE 500
POTTSTOWN,PA19464
SHERI WALDMAN PHILANTHROPY COORDIN
40.00 		81,908 5,062 0
152 E HIGH ST STE 500
POTTSTOWN,PA19464
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
860 LANCASTER LP RENT 110,665
860 W LANCASTER AVE
BRYN MAWR,PA19010
MM&C CONSULTING BEHAVIORAL MARKETING 84,000
929 S HIGH ST
WEST CHESTER,PA19382
THE ANDERSON GROUP BEHAVIORAL MARKETING 71,797
879 FRTIZTOWN ROAD
SINKING SPRING,PA19608
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
74,960,860
b
Average of monthly cash balances.......................
1b
304,519
c
Fair market value of all other assets (see instructions)................
1c
32,033
d
Total (add lines 1a, b, and c).........................
1d
75,297,412
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
75,297,412
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,129,461
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
74,167,951
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,708,398
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,708,398
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
67,559
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
67,559
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,640,839
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,640,839
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,640,839
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,842,782
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,842,782
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 3,640,839
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...... 57,960
b From 2020...... 925,903
c From 2021...... 407,692
d From 2022...... 1,425,536
e From 2023...... 900,842
f Total of lines 3a through e ........ 3,717,933
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,842,782
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..... 3,640,839
e Remaining amount distributed out of corpus 1,201,943
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 4,919,876
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) ... 		57,960
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,861,916
10 Analysis of line 9:
a Excess from 2020.... 925,903
b Excess from 2021.... 407,692
c Excess from 2022.... 1,425,536
d Excess from 2023.... 900,842
e Excess from 2024.... 1,201,943
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:
HOWARD BROWN CRAIG COLISTRA PROGRAM
152 EAST HIGH STREET SUITE 500
POTTSTOWN,PA19464
(610) 323-2006
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATIONS ARE TO BE COMPLETED AND POTENTIAL GRANTEES NEED TO PROVIDE AN ORGANIZATION BUDGET, A PROGRAM BUDGET, AN IRS DETERMINATION LETTER, MOST RECENT AUDIT REPORT AND/OR FORM 990.
cAny submission deadlines:
SUBMISSION DEADLINES VARY BASED ON EACH FALL AND SPRING GRANT ROUND.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
A POTENTIAL GRANTEE ORGANIZATION MUST BE A NON-PROFIT ORGANIZATION LOCATED WITHIN 10 MILES OF THE BOROUGH OF POTTSTOWN. THE GRANT MUST FALL WITHIN ONE OF THE ORGANIZATION'S THREE CORE PRIORITIES OF: (1) FUNDING PROGRAMS AND SOLUTIONS FOR LONG-TERM IMPROVEMENT IN HEALTHY BEHAVIORS; (2) FUNDING PROGRAMS FOR PHYSICAL HEALTH AND EMOTIONAL WELL-BEING; (3) FUNDING LEARNING OPPORTUNITIES AND STRATEGIC PLANNING TO STRENGTHEN NON-PROFITS.
Form 990-PF (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

ACLAMO

512 W MARSHALL STREET
NORRISTOWN,PA19401 		  PUBLIC CHARITY POTTSTOWN COMMUNITY HEALTH CONNECTIONS PROGRAM 80,000

BE REZILIENT INC

249 E HIGH ST
POTTSTOWN,PA19464 		  PUBLIC CHARITY REACH WELLNESS ($30000), VIBE CREATIVE: 249 E. HIGH STREET PROGRAMING SPACE ($36000), JUSTYOUTHATHLETICS ($2500), BE REZILIENT GIFT FROM DAVE AND GRACE KRAYBILL ($500) 69,000

BIG BROTHERS BIG SISTERS INDEPENDENCE

123 S BROAD STREET 1050
PHILADELPHIA,PA19109 		  PUBLIC CHARITY BEYOND SCHOOL WALLS TRAAC 15,000

BIRDSBORO COMMUNITY MEMORIAL CENTER

201 E MAIN STREET
BIRDSBORO,PA19508 		  PUBLIC CHARITY PASSENGER VAN FOR CAMP ADVENTURE 10,000

BOROUGH OF POTTSTOWN

100 E HIGH STREET
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY BROOKSIDE PARK REDEVELOPMENT PROJECT ($30000), 2025 PS - FOOD/EQUIPMENT ($2200) 32,200

BOYERTOWN AREA MULTI-SERVICE INC

200 WEST SPRING STREET
BOYERTOWN,PA19512 		  PUBLIC CHARITY YOUTH PROGRAMS AND SERVICES 65,000

BOYERTOWN AREA SCHOOL DISTRICT

911 MONTGOMERY AVENUE
BOYERTOWN,PA19512 		  GOVERNMENT ENTITY WHOLE CHILD WELLNESS 80,000

BOYERTOWN COMMUNITY LIBRARY

24 N READING AVE
BOYERTOWN,PA19512 		  PUBLIC CHARITY INFRASTRUCTURE UPDATES: BATHROOMS 6,000

CAMPHILL VILLAGE KIMBERTON HILLS

PO BOX 1045
KIMBERTON,PA19442 		  PUBLIC CHARITY BOARD REITREMENT HONORARIUM ON BEHALF OF SONIA FRECON 4,000

CHESTER COUNTY FOOD BANK

650 PENNSYLVANIA DRIVE
EXTON,PA19341 		  PUBLIC CHARITY FRESH2YOU MOBILE MARKET 25,000

CHILDREN FIRST PA

990 SPRING GARDEN STREET SUITE 600
PHILADELPHIA,PA19123 		  PUBLIC CHARITY CHILDREN FIRST STUDENT ADVOCACY 8,000

COLEBROOKDALE RAILROAD PRESERVATION TRUST

100 S CHESTNUT STREET
BOYERTOWN,PA19512 		  PUBLIC CHARITY 003268- SECRET VALLEY EXPLORERS ALL-ACCESS RAILBIKE INITIATIVE: PEDALING INTO A BETTER FUTURE TOGETHER 10,000

COMMUNITY FIRST DEVELOPMENT CORP

201 N HANOVER ST
POTTSTOWN,PA19464 		  PUBLIC CHARITY POTTSTOWN YOUTH EMPLOYMENT INITIATIVE 5,000

COVENTRY CHRISTIAN SCHOOL

699 NORTH PLEASANTVIEW ROAD
POTTSTOWN,PA19464 		  PRIVATE SCHOOL 2025 WC AWARD 290

CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA

1485 VALLEY FORGE ROAD
WAYNE,PA19087 		  GOVERNMENT ENTITY SUBSIDIZED SCOUTING PROGRAMS IN POTTSTOWN SCHOOL DISTRICT 6,000

CREATIVE HEALTH SERVICES

11 ROBINSON STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY MAINTENANCE OF GLOBALLY ACCESSIBLE CRITICAL BEHAVIORAL HEALTH AND COMMUNITY SUPPORTING SERVICES ($192500), SMITH FUND DISTRIBUTION ($3000) 195,500

EAST COVENTRY TOWNSHIP PARKS AND RECREATION

855 ELLIS WOODS ROAD
POTTSTOWN,PA19465 		  GOVERNMENT ENTITY 003091- TOWPATH PARK BOAT RAMP ENGINEERING PROJECT 30,000

EPISCOPAL LEGAL AID OF THE DIOCESE OF PENNSYLVANIA INC

PO BOX 434
HAVERFORD,PA19041 		  PUBLIC CHARITY SUPPORT OF POTTSTOWN LEGAL AID CLINIC 5,000

EXPRESSIVE THERAPY CONCEPTS INC

125 PROSPECT STREET
PHOENIXVILLE,PA19460 		  PUBLIC CHARITY COMMUNITY BADMINTON & PICKLEBALL: KIDS AND ADULT FITNESS PROGRAM 17,375

FAMILY SERVICES OF MONTGOMERY COUNTY

3125 RIDGE PIKE
EAGLEVILLE,PA19403 		  PUBLIC CHARITY PROJECT HEARTH ($25000), TRIPLE P- POSITIVE PARENTING PROGRAM ($24000) 49,000

FOUNDATION FOR POTTSTOWN EDUCATION

230 BEECH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY BUILDING ON OUR EDUCATIONAL FOUNDATION THROUGH RELATED ARTS PROGRAMMING. 20,000

GREATER POTTSTOWN TENNIS AND LEARNING ASSOCIATION

PO BOX 935
POTTSTOWN,PA19464 		  PUBLIC CHARITY GAME, SET, ADVANTAGE GRANT 37,375

HEALTH CARE ACCESS

723 WHEATLAND STREET
PHOENIXVILLE,PA19460 		  PRIVATE FOUNDATION BOARD RETIREMENT HONORARIUM ON BEHALF OF SONIA FRCON ($1000), HEALTH PROGRAMS ($10000) 11,000

HEARTS OF HUMANITY COMMUNITY DEVELOPMENT CORPORATION

127 WALNUT STREET SUITE 2
POTTSTOWN,PA19464 		  PUBLIC CHARITY GARDEN GOODNESS COMMUNITY ENGAGEMENT WORKSHOPS ($5000), WINTER PLANTER PROJECT ($8000). 13,000

HEDWIG HOUSE

109 JENKINS AVENUE
LANSDALE,PA19446 		  PUBLIC CHARITY FOOD INSECURITY AND SOCIAL ISOLATION PREVENTION PROGRAM 2,500

LOWER POTTSGROVE TOWNSHIP

2199 BUCHERT ROAD
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY PLEASANT VIEW PARK REVISED MASTER PLAN PROJECT 17,420

MAKING A DIFFERENCE ECONOMICALLY

724 N ADAMS STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY CAPACITY BUILDING 30,000

MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY

30 W BARNARD ST STE 1
WEST CHESTER,PA19382 		  PUBLIC CHARITY THE FAMILY CENTER PROGRAM 18,000

MATERNITY CARE COALITION

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

MENTAL HEALTH PARTNERSHIPS

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

MISSION KIDS CHILD ADVOCACY CENTER

180 W GERMANTOWN PIKE 1
EAST NORRITON,PA19401 		  GOVERNMENT ENTITY CORE DIRECT SERVICES FOR CHILD ADVOCACY IN POTTSTOWN ($25000), 003130- NEW, IMPROVED EQUIPMENT TO ENHANCE THE QUALITY OF FORENSIC INTERVIEWING ($34599) 59,599

MITZVAH CIRCLE FOUNDATION

2562 BOULEVARD OF THE GENERALS 100
NORRISTOWN,PA19403 		  PUBLIC CHARITY CRITICAL NEEDS FOR HEALTHY FAMILIES, DIAPER BANK, AND PERIOD SUPPLY ($30000), BOARD RETIREMENT HONORARIUM ON BEHALF OF ADAM CONISH ($2500) 32,500

MONTCO ANTI-HUNGER NETWORK

PO BOX 1086
LANSDALE,PA19446 		  PUBLIC CHARITY POTTSTOWN EQUITABLE FOOD ACCESS PROJECT 30,000

NEW HANOVER EVANGELICAL LUTHERAN CHURCH

2941 LUTHERAN RD
GILBERTSVILLE,PA19525 		  CHURCH NHELC FOOD MINISTRY SUSTAINABILITY 17,375

NORCHESTER RED KNIGHTS PARENTS ORGANIZATION

88 GLOCKER WAY BOX 273
POTTSTOWN,PA19465 		  PUBLIC CHARITY 003114- DEK HOCKEY PROGRAM ($11000), NORCHESTER RED KNIGHTS FOOTBALL & CHEERLEADING ($10000) 21,000

NORTH COVENTRY TOWNSHIP

845 S HANOVER ST
POTTSTOWN,PA19465 		  GOVERNMENT ENTITY KENILWORTH PARK PLAYGROUND AND ACCESS PROJECT 32,000

ORION COMMUNITIES INC

237 BRIDGE ST 1ST FLOOR
PHOENIXVILLE,PA19460 		  PUBLIC CHARITY BRIDGE CASE MANAGEMENTN AND FINANCIAL ASSISTANCE PROGRAM 45,000

OWEN J ROBERTS SCHOOL DISTRICT

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

POTTSGROVE HIGH SCHOOL

1345 KAUFFMAN RD
POTTSTOWN,PA19464 		  SCHOOL 2025 WC AWARD 290

POTTSGROVE SCHOOL DISTRICT

1301 KAUFFMAN RD
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY POTTSGROVE HEALTH AND WELLNESS PROGRAM ($40000), WC AWARDS ($2200), 2025 SMART GOALS ($410), 42,630

POTTSTOWN AREA POLICE ATHLETIC LEAGUE

PO BOX 176
POTTSTOWN,PA19464 		  PUBLIC CHARITY PICK UP STICKS - HOCKEY GEAR 500

POTTSTOWN AREA REGIONAL RECREATION COMMITTEE

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY RESCINDED GRANT -64,848

POTTSTOWN ATHLETIC CLUB

263 KING STREET
POTTSTOWN,PA19464 		  AAU ORGANIZATION POTTSTOWN ATHLETIC CLUB COMUNITY SUPPORT CENTER 2025 AND BEYOND 68,000

POTTSTOWN CHILDREN'S DISCOVERY CENTER

95 S HANOVER STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY COMMON GROUND 25,000

POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES

137 WALNUT STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY PCRC FOOD SERVICES 68,000

POTTSTOWN FARM

17 N HANOVER STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY POTTSTOWN FARM PROGRAMS - SNAP INCENTIVES, TWO BITE CLUB & PARTNERSHIP WITH OPERATION143 24,000

POTTSTOWN METROPOLITAN REGIONAL PLANNING COMMISSION

PO BOX 311
NORRISTOWN,PA19404 		  GOVERNMENT ENTITY REIMBURSEMENT OF UNSPENT FUNDS FROM THE REGIONAL PARTNERSHIP FOR PARK IMPROVEMENTS MINI-GRANT PROGRAM -11,783

POTTSTOWN REGIONAL PUBLIC LIBRARY

550 E HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY BOARD RETIREMENT HONORARIUM ON BEHALF OF ADAM CONISH ($2500), OFF-CYCLE EMERGENCY GRANT (FY25) ($10000) 12,500

POTTSTOWN SCHOOL DISTRICT

230 BEECH STREET
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY PEAK WHOLE CHILD WELLNESS RESCINDED GRANT ($50000), HEALTHY SCHOOLS AND COMMUNITIES ($60000), OFF-CYCLE GRANT ($85000), 2025 WC AWARDS ($870) 195,870

PRESERVATION POTTSTOWN

1304 HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY COMMUNITY GARDEN - BUILDING YEAR ROUND FOOD EQUITY IN POTTSTOWN 30,000

PROJECT PURPOSE

699 NORTH PLEASANTVIEW ROAD
POTTSTOWN,PA19464 		  PUBLIC CHARITY MENTORING WITH A PURPOSE: AFTER SCHOOL HOMEWORK HELP 75,000

RUPERT ELEMENTARY SCHOOL

1230 SOUTH STREET
POTTSTOWN,PA19464 		  SCHOOL 2025 WC AWARD 340

THE SALVATION ARMY OF POTTSTOWN

137 KING STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY BOARD RETIREMENT HONORARIUM ON BEHALF OF LORI MUSSON ($5000), POTTSTOWN WORKS ($15000) 20,000

SAVE OUR LANDS SAVE OUR TOWNS ENTERPRISES INC

222 CHESTNUT STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY GROWING AND CONSERVING POTTSTOWN'S STREET TREES 10,000

SCHUYLKILL RIVER GREENWAY ASSOCIATION

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY POTTSTOWN OUTDOOR RECREATION HUB 60,000

STEEL RIVER PLAYHOUSE INC

245 E HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY STEEL RIVER PLAYHOUSE OFF-CYCLE EMERGENCY GRANT (FY25) 8,000

STRIVE INITIATIVE INC

PO BOX 1511
POTTSTOWN,PA19464 		  PUBLIC CHARITY MIDDLE SCHOOL TO MASTERY: CREATING AND SUSTAINING STUDENT SUCCESS PIPELINES II 48,000

TOWNSHIP OF UPPER POTTSGROVE

1409 FARMINGTON AVENUE
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY COMMUNITY TRAIL CONNECTIONS STUDY 15,000

TRELLIS FOR TOMORROW

35 HALL STREET SUITE 302
PHOENIXVILLE,PA19460 		  PUBLIC CHARITY BUILDING STRONGER COMMUNITIES THROUGH YOUTH DEVELOPMENT AND CAREER READINESS 60,000

TRICOUNTY ACTIVE ADULT CENTER

288 MOSER ROAD
POTTSTOWN,PA19464 		  PUBLIC CHARITY PRIME TIME HEALTH FOR OLDER ADULTS 60,000

TRICOUNTY AREA CHAMBER OF COMMERCE

152 E HIGH STREET SUITE 360
POTTSTOWN,PA19464 		  CHAMBER OF COMMERCE 18 MEMBERSHIP SCHOLARSHIPS 3,600

TRICOUNTY COMMUNITY NETWORK

260 HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY INCLUSIVE CLAY: ARTS ACCESS AND SKILL BUILDING FOR INTELLECTUALLY DISABLED ADULTS ($5000), SWEATCHASERS: BUILDING BRIDGES ($12500), RESILIENT STUDENTS NETWORK ($20000), PCA: HEALTH EQUITY AND RESIDENT ENGAGEMENT ($25000), COMMUNITY CAMP & LAUNCHING LEADERS ($50000), THE REACH FOUNDATION- SPECIAL EDUCATION ADVOCACY FOR MARGINALIZED STUDENTS ($32375), DATA ADMIN PROJECT ($15000), (33) MEMBERSHIP SCHOLARSHIPS ($6600), GOFOURTH - 003312- DONOR DESIGNATION GIFT - DAVE & GRACE KRAYBILL TO SUPPORT GOFOURTH ($500), 33 TCN SCHOLARSHIPS ($6600) 173,575

VARIETY- THE CHILDREN'S CHARITY OF THE DELAWARE VALLEY

2950 POTSHOP RD
WORCESTER,PA19490 		  PUBLIC CHARITY VARIETYWORKS: VOCATIONAL TRAINING AND WORKFORCE DEVELOPMENT FOR INDIVIDUALS WITH DISABILITIE 15,000

VISION TO LEARN

12100 WILSHIRE BLVD SUITE 1275
LOS ANGELES,CA90025 		  PUBLIC CHARITY INCREASED ACCESS TO VISION CARE FOR POTTSTOWN STUDENTS 10,000

VISITING NURSE ASSOCIATION- COMMUNITY SERVICES INC

1963 E HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY PERSONAL NAVIGATOR PROGRAM - IMPROVED HEALTH OUTCOMES THROUGH BENEFIT ACCESS 35,000

WASHINGTON TOWNSHIP

120 BARTO ROAD
BARTO,PA19504 		  GOVERNMENT ENTITY BARTO COMMUNITY PARK TRAIL CONNECTION 4,234

WEST POTTSROVE TOWNSHIP

980 GROSSTOWN RD
STOWE,PA19464 		  GOVERNMENT ENTITY 2025 WC AWARD - WEST POTTSGROVE ELEM 540

YWCA TRI-COUNTY AREA

315 KING STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY YWCA TRI-COUNTY AREA FOOD PANTRY ($10,000), YOUTH EMPOWERMENT PROGRAMS ($90000) 100,000

BARTH ELEMENTARY SCHOOL

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

BROOKSIDE MONTESSORI

1075 ROUTE 100
BECHTELSVILLE,PA19505 		  SCHOOL B-WELL - ELEMENTARY ($8500), B WELL ($4000), 2025 WC AWARD ($290) 12,790

DANIEL BOONE AREA SCHOOL DISTRICT

321 N FURNACE ST SUITE 200
BIRDSBORO,PA19508 		  GOVERNMENT ENTITY DANIEL BOONE AREA SCHOOL DISTRICT WELLNESS PROGRAMS ($107000), WC AWARDS ($1170), 2025 SMART GOALS ($630) 108,800

DOUGLASS TOWNSHIP

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

GREATER PHILADELPHIA YOUNG MEN'S CHRISTIAN ASSOCIATION

400 FAYETTE ST SUITE 250
CONSHOHOCKEN,PA19428 		  PUBLIC CHARITY POTTSTOWN ACHIEVERS: COLLEGE AND CAREER READINESS THROUGH YOUTH-DRIVEN SOCIAL-EMOTIONAL LEARNING ($25000), INFANT AND TODDLER EARLY CHILDHOOD EDUCATION PROGRAMMING AT THE GREATER PHILADELPHIA YMCA ($20000) 45,000

HOBART'S RUN NEIGHBORHOOD DISTRICT

860 BEECH STREET
POTTSTOWN,PA19464 		  PRIVATE SCHOOL POTTSTOWN AREA SOCIAL INNOVATION LAB ($25000), SP'24 OFF-CYCLE-CIVIC ENGAGEMENT ($52000). 77,000

POTTSTOWN AREA REGIONAL RECREATION COMMITTEE

140 COLLEGE DRIVE
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY TRAIL CONNECTIONS PLAN ($30000), BARTO COMMUNITY PARK MASTER PLAN PROJECT ($20000) 50,000

POTTSTOWN RED CLOUD KUNG FU CLUB

307 E HIGH STREET
POTTSTOWN,PA19464 		  PUBLIC CHARITY SUPPORT FOR POTTSTOWN RED CLOUD KUNG FU CLUB 19,000

SPRING-FORD AREA SCHOOL DISTRICT

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

POTTSGROVE RECREATION

1301 KAUFFMAN RD
POTTSTOWN,PA19464 		  GOVERNMENT ENTITY SUMMER PLAYGROUND SUPPORT 2,500

PROJECT LIBERTAD

518 KIMBERTON ROAD
PHOENIXVILLE,PA19460 		  PUBLIC CHARITY JUNTOS PARA JVENES: UNITED FOR YOUTH CASE MANAGEMENT PROGRAM 5,000

HOPEWORX INC

1210 STANBRIDGE ST 600
NORRISTOWN,PA19401 		  PUBLIC CHARITY FERNS PEER RUN RESPITE (THE FERNS) 8,000

OPERATION 143

238 E HIGH ST
POTTSTOWN,PA19464 		  PUBLIC CHARITY OPERATION 143 EXPANDING OUR REACH 8,000

POTTSTOWN BEACON OF HOPE

PO BOX 60
POTTSTOWN,PA19464 		  PUBLIC CHARITY PARATRANSIT VEHICLE FOR GUESTS ($10000), POTTSTOWN BEACON OF HOPE ($2500) 12,500

NATIONAL CENTER ON EDUCATION AND THE EI

2445 M ST NW SUITE 720
WASHINGTON,DC20037 		  PUBLIC CHARITY PA NEEDS TEACHERS 10,000

NEW HANOVER TOWNSHIP

2943 NORTH CHARLOTTE STREET
GILBERTSVILLE,PA19525 		  GOVERNMENT ENTITY PICK UP STICKS- NEW HANOVER TOWNSHIP PAYMENT 200,000

RECREATION & PARKS SOLUTION

470 HOMESTEAD DRIVE
LEBANON,PA17042 		  NC NEW HANOVER DECK HOCKEY ($9000), BOYERTOWN PARKS & REC PROJECT ($20000) 29,000

BETTER TOMORROWS

PO BOX 90708
CAMDEN,NJ08101 		  PUBLIC CHARITY ROLLING HILLS APTS POTTSTOWN 1,148

KLEIN TRANSPORTATION

1336 BENJAMIN FRANKLIN HWY
DOUGLASSVILLE,PA19518 		  BUS COMPANY 5/13/25 POWER INTERFAITH TRIP 1,650

BROOKE ELEMENTARY SCHOOL

339 N LEWIS RD
ROYERSFORD,PA19468 		  SCHOOL 2025 WC AWARD 390

EAST COVENTRY ELEMENTARY

2461 E CEDARVILLE RD
POTTSTOWN,PA19465 		  SCHOOL 2025 WC AWARD ($440), '25 SMART GOALS ($210) 650

PERKIOMEN VALLEY - SOUTH ELEMENTARY SCHOOL

200 E 3RD AVE
COLLEGEVILLE,PA19426 		  SCHOOL 2025 WELLNESS CHECKLIST AWARD 290

PERKIOMEN VALLEY - MIDDLE SCHOOL WEST

220 BIG RD
ZIEGLERVILLE,PA19492 		  SCHOOL 2025 WELLNESS CHECKLIST AWARD 290

PERKIOMEN VALLEY - MIDDLE SCHOOL EAST

5 TAMMANUND CIRCLE
COLLEGEVILLE,PA19426 		  SCHOOL 2025 WELLNESS CHECKLIST AWARD 290

SKIPPACK ELEMENTARY SCHOOL

4081 HECKLER RD
COLLEGEVILLE,PA19426 		  SCHOOL 2025 WELLNESS CHECKLIST AWARD 440

SCHWENKSVILLE ELEMENTARY

55 2ND ST
SCHWENKSVILLE,PA19473 		  SCHOOL 2025 WELLNESS CHECKLIST AWARD 290

EVERGREEN ELEMENTARY SCHOOL

98 KAGEY RD
COLLEGEVILLE,PA19426 		  SCHOOL 2025 WC AWARD 290

WEST VINCENT ELEMENTARY SCHOOL

2750 CONESTOGA RD
CHESTER SPRINGS,PA19425 		  SCHOOL 2025 WC AWARD ($440), 2025 SMART GOALS ($210) 650

NORTH COVENTRY ELEMENTARY SCHOOL

475 KEMP RD
POTTSTOWN,PA19465 		  SCHOOL 2025 WC AWARD ($540), 2025 SMART GOALS ($210) 750

FRENCH CREEK ELEMENTARY SCHOOL

3590 COVENTRYVILLE RD
POTTSTOWN,PA19465 		  SCHOOL 2025 WC AWARD ($540), 2025 SMART GOALS ($210) 750

EAST VINCENT ELEMENTARY

340 RIDGE RD
SPRING CITY,PA19475 		  SCHOOL 2025 WC AWARD ($540), CHECKLIST SMART GOALS ($210) 750

OWEN J ROBERTS MIDDLE SCHOOL

881 RIDGE RD
POTTSTOWN,PA19465 		  SCHOOL 2025 WC AWARD ($440), 2025 SMART GOALS ($210) 650

OWEN J ROBERTS HIGH SCHOOL

981 RIDGE RD
POTTSTOWN,PA19465 		  SCHOOL 2025 WC AWARD 390

DANIEL BOONE MIDDLE SCHOOL

1845 WEAVERTOWN RD
DOUGLASSVILLE,PA19518 		  SCHOOL 2025 WC AWARD ($390), 2025 SMART GOALS ($210) 600

BASD WASHINGTON ELEMENTARY

1406 ROUTE 100
BARTO,PA19504 		  SCHOOL 2025 WC AWARD ($340), 2025 SMART GOALS ($210) 550

BASD GILBERTSVILLE ELEMENTARY SCHOOL

36 CONGO RD
GILBERTSVILLE,PA19525 		  SCHOOL 2025 WC AWARD ($290), 2025 SMART GOALS ($210) 500

BASD COLEBROOKDALE ELEMENTARY SCHOOL

1001 MONTGOMERY AVE
BOYERTOWN,PA19512 		  SCHOOL 2025 WC AWARD ($290), 2025 SMART GOALS ($210) 500

BASD BOYERTOWN MIDDLE SCHOOL WEST

380 S MADISON ST
BOYERTOWN,PA19512 		  SCHOOL 2025 WC AWARD ($340), 2025 SMART GOALS ($210) 550

BASD BOYERTOWN MIDDLE SCHOOL EAST

2020 BIG RD
GILBERTSVILLE,PA19525 		  SCHOOL 2025 WC AWARD ($290), 2025 SMART GOALS ($210) 500

BASD BOYERTOWN ELEMENTARY SCHOOL

641 E 2ND ST
BOYERTOWN,PA19512 		  SCHOOL 2025 WC AWARD ($290), 2025 SMART GOALS ($210) 500

BASD BOYERTOWN AREA SENIOR HS

120 MONROE ST
BOYERTOWN,PA19512 		  SCHOOL 2025 WC AWARD ($340), 2025 SMART GOALS ($210) 550
Total .................................right arrow 3a 2,941,590
bApproved for future payment

PHOENIXVILLE FREE CLINIC
143 CHURCH ST
PHOENIXVILLE,PA19460 		  PUBLIC CHARITY COMPREHENSIVE HEALTHCARE FOR UNINSURED INDIVIDUALS IN THE GREATER POTTSTOWN AREA 50,000
Total ................................. right arrow 3b 50,000
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 2,150,258  
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 3,344,591  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		        8,396
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,494,849 8,396
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,503,245
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A THESE FEES HELP TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE.
Form 990-PF (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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

23-2344729
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
FKA POTTSTOWN AREA HEALTH AND WELLNESS 		Employer identification number
23-2344729
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CARL LANDIS
 
1196 CHESTERSHIRE PLACE
 
POTTSTOWN, PA19465

$ 90,386


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
POTTSTOWN AREA VIETNAM VETERANS MEMORIAL FUND
 
PO BOX 472
 
POTTSTOWN, PA19464

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CHESTER COUNTY COMMUNITY FOUNDATION
 
THE LINCOLN BUILDING 28 W MARKET ST
 
WEST CHESTER, PA19382

$ 42,401


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
MATTHEW HOWALD
 
2656 ROMIG RD
 
GILBERTSVILLE, PA19525

$ 40,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
TELEFLEX FOUNDATION
 
550 E SWEDESFORD RD STE 400
 
WAYNE, PA190871607

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
MEDICAL STAFF OF PMMC INC
 
1600 E HIGH ST
 
POTTSTOWN, PA19464

$ 15,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
FKA POTTSTOWN AREA HEALTH AND WELLNESS 		Employer identification number

23-2344729
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
FKA POTTSTOWN AREA HEALTH AND WELLNESS 		Employer identification number

23-2344729
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT 28,214 5,643   0

TY 2024 InvestmentsCorpStockSchedule
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Name of Stock End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS 70,851,216 70,851,216

TY 2024 InvestmentsOtherSchedule2
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS FMV 5,741,778 5,741,778

TY 2024 LegalFeesSchedule
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 12,830 12,830   0


TY 2024 OtherAssetsSchedule
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT-OF-USE ASSET 435,944 384,517 384,517


TY 2024 OtherExpensesSchedule
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING CARRYOVER 12,200 0   0
BANK FEES 1,273 255   1,018
COMMUNICATION AND EDUCATIONAL PROGRAMS 65,082 13,016   52,066
DUES AND MEMBERSHIPS 13,362 2,672   10,690
EQUIPMENT RENTAL AND SOFTWARE MAINTENANCE 68,775 13,755   57,556
INSURANCE 19,639 3,928   15,711
MISCELLANEOUS 54,289 10,858   0
NONPROFIT EVENTS SUPPORT 36,515 0   39,837
OFFICE EXPENSE 10,465 2,093   12,530
POSTAGE 4,312 862   3,450
PROGRAM EXPENSES 277,032 0   279,984
SEMINAR EXPENSE 22,628 0   22,628
WEBSITE LINK AND MAINTENANCE FEES 3,724 745   2,979


TY 2024 OtherIncomeSchedule2
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 8,396   8,396


TY 2024 OtherIncreasesSchedule
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Description Amount
UNREALIZED GAIN ON INVESTMENTS 3,955,635
PENSION BENEFIT - NONOPERATING INCOME 3,803,268


TY 2024 OtherLiabilitiesSchedule
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED PENSION EXPENSE 8,063,868 3,337,894
LEASE LIABILITY 444,641 397,375


TY 2024 OtherProfessionalFeesSchedule
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 171,089 34,218   156,733
INVESTMENT MANAGEMENT AND ADVISORY FEES 124,786 124,786   0


TY 2024 TaxesSchedule
Name:
POTTSTOWN REGIONAL COMMUNITY FOUNDATION
 
FKA POTTSTOWN AREA HEALTH AND WELLNESS
EIN:
23-2344729
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 2,748 0   0