2023-11-02T11:27:46-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990PF 2022-01-01 236297977 HENRIETTA TOWER WURTS MEMORIAL FOUNDATION HENR 2155636417 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 ELLEN NALLE HASS PRESIDENT 2155636417 2023-10-25 1 ELLEN NALLE HASS 999009999 0 DANIELLE NIHILL P01350943 7819821001 2023-10-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 4931694 X X 313598 320651 150998 251310 148159 8626 -11514 473222 457296 0 0 0 3843 0 3843 86994 86994 0 8000 205 0 622 0 533 99459 87199 4376 269500 269500 368959 87199 273876 104263 370097 102149 22917 22917 78764 333014 333014 1932655 1860996 3065609 1734079 1734983 1510154 3847647 3951910 4931694 0 0 X 3847647 3951910 3847647 3951910 3847647 3951910 3847647 104263 0 3951910 0 3951910 PUBLICLY TRADED SECURITIES P 212293 100312 111981 111981 PARTNERSHIP EIN: 27-2936353 P -2839 -2839 CAPITAL GAINS DIVIDENDS P 39017 39017 39017 148159 5144 0 5144 0 5144 3425 0 0 0 3425 32 1751 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A THE PHILADELPHIA FOUNDATION 2155636417 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELLEN NALLE HASS 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 PRESIDENT 1.00 0 0 0 DENISE BROWN 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 BOARD MEMBER 1.00 0 0 0 PATRICIA BLAKELY 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 BOARD MEMBER 1.00 0 0 0 SHANELL RANSOM 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 4989491 308891 0 5298382 0 0 5298382 79476 5218906 260945 260945 5144 5144 255801 4000 259801 0 259801 273876 0 273876 259801 0 0 57470 35442 35042 127954 273876 0 0 0 259801 14075 0 0 142029 0 0 0 0 0 0 57470 84559 35442 35042 14075 SHERESSA GORDON PROGRAM OFFICER 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 2155636417 APPLICATIONS MAY BE SUBMITTED AT HTTPS://APP.SMARTERSELECT.COM/PROGRAMS/86907-PHILADELPHIA-FOUNDATION. FEBRUARY 1, SEPTEMBER 1 THE FOUNDATION CONSIDERS GRANT PROPOSALS FROM ORGANIZATIONS FOR PUBLIC SERVICE DESCRIBED UNDER SECTION 509(A)(1) OR 509(A)(2) OR THE INTERNAL REVENUE CODE SERVING RESIDENTS OF THE CITY OF PHILADELPHIA. GRANTS ARE MADE ON A ONE-YEAR BASIS AND RANGE FROM $1,000 TO $5,000. INELIGIBLE ORGANIZATIONS / PROPOSALS: - ORGANIZATIONS OUTSIDE OF THE CITY OF PHILADELPHIA* - ORGANIZATIONS THAT HAVE RECEIVED THREE (3) CONSECUTIVE YEARS OF FUNDING - ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, ETHNIC ORIGIN, SEXUAL OR RELIGIOUS PREFERENCE, AGE, DISABILITY OR GENDER - ORGANIZATIONS WITH BUDGETS OVER $2.5 MILLION - PROPOSALS REQUESTING ASSISTANCE FOR RELIGIOUS OR POLITICAL PURPOSES *APPLICATIONS FOR NATIONAL, STATE OR REGIONAL ORGANIZATIONS THAT HAVE SIGNIFICANT AND DEFINING PROGRAMS IN THE CITY OF PHILADELPHIA MAY BE CONSIDERED. ACE MENTOR PROGRAM OF GREATER PHILADELPHIA 36 SOUTH 18TH STREET PHILADELPHIA PA 19103 PC ACE360 PROJECT 2000 ACHIEVE NOW 1735 MARKET STREET SUITE A500 PHILADELPHIA PA 19103 PC ACHIEVE NOW EXPANDED POWER PARTNERS 2000 AFRICAN CULTURAL ALLIANCE OF NORTH AMERICA INC 5530 CHESTER AVENUE PHILADELPHIA PA 19143 PC ACANA WOMEN'S WELLNESS PROGRAM 2000 AFRICAN FAMILY HEALTH ORGANIZATION 5400 GRAYS AVENUE 2ND FLOOR PHILADELPHIA PA 19143 PC FOOD DISTRIBUTION 5000 AFTER SCHOOL ACTIVITIES PARTNERSHIPS 324 HADDON AVE APT C HADDON TOWNSHIP NJ 08108 PC OPERATING SUPPORT 2000 AMERICAN SWEDISH HISTORICAL MUSEUM 1900 PATTISON AVENUE PHILADELPHIA PA 19145 PC MY 1ST MUSEUM 2000 ARTWELL 100 WEST OXFORD STREET SUITE E-1200 PHILADELPHIA PA 19122 PC OPERATING SUPPORT 2500 ARTZ PHILADELPHIA 1229 CHESTNUT STREET 188 PHILADELPHIA PA 19107 PC OPERATING SUPPORT 4000 ASIAN AMERICANS UNITED 1023 CALLOWHILL STREET PHILADELPHIA PA 19123 PC ASIAN AMERICAN YOUTH EDUCATION & LEADERSHIP DEVELOPMENT PROGRAM 2000 ASIAN ARTS INITIATIVE 1219 VINE STREET PHILADELPHIA PA 191071111 PC YOUTH ARTS WORKSHOP 3000 ASTRAL ARTISTS 1500 WALNUT STREET SUITE 413 PHILADELPHIA PA 19102 PC ASTRAL@STAPELEY 2000 AWBURY ARBORETUM ASSOCIATION INC THE FRANCIS COPE HOUSE 1 AWBURY ROAD PHILADELPHIA PA 191381505 PC AWBURY ADVENTURES NEIGHBORHOOD JUNIOR COUNSELOR PROGRAM 2000 BREAKTHROUGH OF GREATER PHILADELPHIA INC 34 WEST COULTER STREET PHILADELPHIA PA 19144 PC OPERATING SUPPORT 2500 CAMBODIAN ASSOCIATION OF GREATER PHILADELPHIA 5412 N 5TH STREET PHILADELPHIA PA 19120 PC CAGP'S MULTICULTURAL SUMMER CAMP OST PROGRAM 3000 CAMP JAMISON 9251 WOODEN BRIDGE ROAD PHILADELPHIA PA 19114 PC CAMP JAMISON'S U TRAINING PROJECT 2000 CARING FOR FRIENDS 12271 TOWNSEND ROAD PHILADELPHIA PA 191541288 PC SNACK BAG PROGRAM 3000 CASA OF PHILADELPHIA COUNTY 1501 CHERRY ST PHILADELPHIA PA 19102 PC OPERATING SUPPORT 3000 CENTRO NUEVA CREACION (NEW CREATION COMMUNITY CENTER) 185 W TIOGA STREET PHILADELPHIA PA 19140 PC GOODLANDS PHOTOGRAPHY PROGRAM 2000 CHESTNUT HILL MEALS ON WHEELS 1710 BETHLEHEM PIKE FLOURTOWN PA 19031 PC OPERATING SUPPORT 6000 CHURCH OF THE ADVOCATE 1801 DIAMOND STREET PHILADELPHIA PA 19121 PC FOOD DISTRIBUTION 5000 COLLECTIVE CLIMB 5541 FLORENCE AVENUE PHLIADELPHIA PA 19143 PC OPERATING SUPPORT 2000 COLLEGE POSSIBLE PHILADELPHIA 2000 HAMILTON STREET SUITE 303 PHILADELPHIA PA 19130 PC 2022-2023 COLLEGE ACCESS FOR PHILADELPHIA HIGH SCHOOL STUDENTS 2000 COMMUNITY PARTNERSHIP SCHOOL 3033 W GLENWOOD AVENUE PHILADELPHIA PA 19121 PC CPS AFTER SCHOOL PROGRAM 2000 CULTURETRUST GREATER PHILADELPHIA 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 PC OPERATING SUPPORT 5000 CULTUREWORKS GREATER PHILADELPHIA 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 PC SPARQ SCHOOLS BUDGET 3000 CURIO THEATRE COMPANY 815 SOUTH 48TH STREET PHILADELPHIA PA 19143 PC CURIO SUMMER CAMP 2000 EPISCOPAL LEGAL AID 11 BOOTH LANE PO BOX 434 HAVERFORD PA 19041 PC OPERATING SUPPORT 3000 FACE TO FACE INC 123 E PRICE ST PHILADELPHIA PA 19144 PC OPERATING SUPPORT 9000 FAMILY PROMISE OF PHILADELPHIA 7047 GERMANTOWN AVE PHILADELPHIA PA 19119 PC CHILDREN AND YOUTH SUPPORT PROGRAMS 3000 FEAST OF JUSTICE 3101 TYSON AVE PHILADELPHIA PA 19149 PC YOUTH LEADERSHIP DEVELOPMENT PROGRAM 3000 FEDERATION HOUSING 8900 ROOSEVELT BOULEVARD PHILADELPHIA PA 19115 PC SENIOR CONGREGATE MEAL PROGRAM 4000 FINAL TOUCH BARBER ACADEMY 925 SPRING GARDEN ST PHILADELPHIA PA 19123 PC OPERATING SUPPORT 2000 FOOD MOXIE 559 CARPENTER LANE PHILADELPHIA PA 19119 PC OPERATING SUPPORT 3000 FRIENDS OF THE RAIL PARK 1219 VINE STREET SUITE M PHILADELPHIA PA 19102 PC ELDER HOUR 2000 GIRLS CODE THE WORLD 2 SAINT ANDREWS COURT NEW HOPE PA 18938 PC OPERATING SUPPORT 2000 GIRLS ROCK PHILLY 1428 GERMANTOWN AVENUE PHILADELPHIA PA 19122 PC OPERATING SUPPORT 2500 GREENER PARTNERS PO BOX 221 - FAIRVIEW VILLAGE NORRISTOWN PA 19409 PC THE BELMONT HEALTHY SCHOOLS PROJECT 5000 HISTORIC FAIR HILL 5501 GERMANTOWN AVENUE PHILADELPHIA PA 19144 PC OPERATING SUPPORT 3000 HOMELESS ADVOCACY PROJECT 1429 WALNUT STREET 15TH FLOOR PHILADELPHIA PA 19102 PC CHILDREN, YOUTH, AND FAMILIES PROJECT OFFICE HOURS 3000 INN DWELLING 109 EAST PRICE STREET PHILADELPHIA PA 19144 PC COMPREHENSIVE YOUTH INITATIVE 3000 INSTITUTE FOR THE DEVELOPMENT OF AFRICAN AMERICAN 102 EAST COLONIAL STREET PHILADELPHIA PA 19120 PC MAIN COLLEGE BOUND PROGRAM (MPG)- IDAAY'S FLAGSHIP PROGRAM 2000 JUST ACT 5528 PULASKI AVE PHILADELPHIA PA 19144 PC HOW'S YOUR VOICE GONNA MATTER IF YOU DON'T VOTE 2000 K CUL FOUNDATION 1012 W CHELTENHAM AVE PHILADELPHIA PA 19126 PC ARTS PROGRAM FOR SENIORS 2000 KITHS INTEGRATED AND TARGETED HUMAN SERVICES 4923 OLD YORK RD 1ST FLOOR PHILADELPHIA PA 19141 PC KITHS KITCHEN 3000 KORESH DANCE COMPANY 2002 RITTENHOUSE SQUARE PHILADELPHIA PA 19103 PC KORESH KIDS DANCE (KKD) 2500 KUN-YANG LIN DANCERS 1316 SOUTH 9TH STREET PHILADELPHIA PA 19147 PC CHI DANCE 2500 LANTERN THEATER COMPANY 1015 CHESTNUT STREET SUITE 1515 PHILADELPHIA PA 19107 PC ILLUMINATION 2000 LEVELING THE PLAYING FIELD 404 ELMWOOD AVE SHARON HILL PA 19079 PC OPERATING SUPPORT 1000 MAMADELE FOUNDATION 224 WEST WALNUT LANE FIRST FLOOR PHILADELPHIA PA 19144 PC AFRO-BRAZILIAN PERCUSSION RESIDENCY PROGRAM 1000 MASJID AL-WASATIYAH 5727 HOFFMAN AVE PHLIADELPHIA PA 19143 PC FOOD DISTRIBUTION 2500 METROPOLITAN AIDS NEIGHBORHOOD NUTRITION ALLIANCE (MANNA) 420 NORTH 20TH STREET PHILADELPHIA PA 19130 PC FOOD DISTRIBUTION 5000 MIGHTY WRITERS 1501 CHRISTIAN STREET PHILADELPHIA PA 19146 PC OPERATING SUPPORT 3000 MINDFULNESS THROUGH MOVEMENT INC PO BOX 28 WAYNE PA 19087 PC OPERATING SUPPORT 1000 NEIGHBORHOOD BIKE WORKS 3943 LANCASTER AVENUE PHILADELPHIA PA 19104 PC YOUTH BIKE EDUCATION AND EMPOWERMENT PROGRAM (YBEEP) 3000 NORRIS SQUARE NEIGHBORHOOD PROJECT 2141 NORTH HOWARD STREET PHILADELPHIA PA 19122 PC OPERATING SUPPORT 2000 NORTH LIGHT COMMUNITY CENTER 175 GREEN LANE PHILADELPHIA PA 19127 PC OPERATING SUPPORT 3000 PENNSYLVANIA PRISON SOCIETY 230 SOUTH BROAD STREET SUITE 605 PHILADELPHIA PA 19102 PC FAMILY HELPLINE 3000 PHILADELPHIA DANCE COMPANY 9 NORTH PRESTON STREET PHILADELPHIA PA 19104 PC INSTRUCTION AND TRAINING PROGRAMS 3000 PHILADELPHIA ROBOTICS COALITION INC 100 S JUNIPER STREET PHILADELPHIA PA 19107 PC OPERATING SUPPORT 2000 PHILADELPHIA VIP 1500 WALNUT STREET SUITE 400 PHILADELPHIA PA 19102 PC FAMILY LAW ASSISTANCE FOR LOW-INCOME FAMILIES 3000 PHILADELPHIA YOUNG PLAYWRIGHTS 1219 VINE STREET FLOOR 2 PHILADELPHIA PA 19107 PC CORE PROGRAM SCHOOL DISTRICT OF PHILADELPHIA 3000 POTTER'S HOUSE MISSION 524 S 52ND STREET PHILADELPHIA PA 19143 PC OPERATING SUPPORT 3000 PUBLIC INTEREST LAW CENTER 2 PENN CENTER 1500 JFK BLVD PHILADELPHIA PA 19102 PC PHILADELPHIA HOUSING DISCRIMINATION MITIGATION 3000 PYO MUSIC INSTITUTE FORMERLY PHILADELPHIA YOUTH ORCHESTRA PO BOX 41810 PHILADELPHIA PA 19101 PC TUNE UP PHILLY-ORCHESTRAL PATHWAYS PROGRAM 2500 RISING HOPE FOR CHANGE 6101 GRAYS AVENUE PHILADELPHIA PA 19142 PC FOOD DISTRIBUTION 2500 RIVERBEND ENVIRONMENTAL EDUCATION CENTER 1950 SPRING MILL ROAD GLADWYNE PA 19035 PC NATURE BASED STEM PROGRAM 2000 ROCK TO THE FUTURE 1201 N 3RD STREET 283 PHILADELPHIA PA 19122 PC OPERATING SUPPORT 2000 SAINT MIRIAM PARISH & FRIARY 654 BETHLEHEM PIKE FLOURTOWN PA 19031 PC HUMAN FIRST OUTREACH INITIATIVE WARM MEALS SUPPLEMENT 4000 SMITH MEMORIAL PLAYGROUND AND PLAYHOUSE 3500 RESERVOIR DRIVE PHILADELPHIA PA 19121 PC OPERATING SUPPORT 3000 SQUASHSMARTS INC C/O LENFEST CENTER 3890 NORTH 10TH STREET PHILADELPHIA PA 19140 PC OPERATING SUPPORT 2000 STUDENTS RUN PHILLY STYLE THE STERLING COMMERCE CENTER 1819 JOHN F KENNEDY BOULEVARD SUITE 480 PHILADELPHIA PA 19103 PC OPERATING SUPPORT 2000 STUDENTSCARE 1010 N BODINE STREET PHILADELPHIA PA 19123 PC PHILADELPHIA SENIOR BUDDY PROGRAM 1500 SUPPORTIVE OLDER WOMEN'S NETWORK INC 4100 MAIN STREET SUITE 403 PHILADELPHIA PA 19127 PC PHILLY FAMILIES CONNECT 3000 TALLER PUERTORRIQUENO 2600 N 5TH STREET PHILADELPHIA PA 19133 PC ART EDUCATION FOR AT-RISK CHILDREN AND YOUTH 3000 THE ATTIC YOUTH CENTER 255 SOUTH 16TH STREET PHILADELPHIA PA 19102 PC OPERATING SUPPORT 3000 THE CLAY STUDIO 1425 N AMERICAN STREET PHILADELPHIA PA 19122 PC CLAYMOBILE COMMUNITY ENGAGEMENT PROGRAM 2000 THE MASTERMIND COOPERATIVE 550 W DUNCANNON AVE PHILADELPHIA PA 19120 PC POST-INCARCERATION ENTREPRENEURSHIP FOR YOUTH (PIEY) PROGRAM 2000 THE MONKEY & THE ELEPHANT 2831 W GIRARD AVENUE PHILADELPHIA PA 19130 PC OPERATING SUPPORT 2500 THE SIMPLE WAY INC 3234 POTTER STREET PHILADELPHIA PA 19134 PC OPERATING SUPPORT 5000 THE UNSCRIPTED PROJECT 3720 SPRUCE ST SUITE 404 PHILADELPHIA PA 19104 PC OPERATING SUPPORT 2000 THOMAS & WOODS FOUNDATION PO BOX 13353 PHILADELPHIA PA 19101 PC THOMAS & WOODS SUMMER BASKETBALL CAMP 2000 TIA'S PLACE - TRANSITIONING INTO ADULTHOOD 1101 YEADON AVENUE YEADON PA 19050 PC OPERATING SUPPORT 2500 TODAY IS A GOOD DAY 1108 BETHLEHEM PIKE FLOURTOWN PA 19031 PC EXPANDING PARTNERSHIP WITH THOMAS JEFFERSON UNIVERSITY HOSPITAL 2000 TREE HOUSE BOOKS 1430 W SUSQUEHANNA AVENUE PHILADELPHIA PA 19121 PC BLACK GIRLS BOOK CLUB 3000 UPLIFT CENTER FOR GRIEVING CHILDREN 3300 HENRY AVENUE SUITE 110 PHILADELPHIA PA 19129 PC OPERATING SUPPORT 2500 URBAN AFFAIRS COALITION 1207 CHESTNUT STREET PHILADELPHIA PA 19107 PC SUMOURROOTS - PHILLYROOTS 3000 URBAN AFFAIRS COALITION 1650 ARCH ST SUITE 2701 PHILADELPHIA PA 19103 PC INNER STRENGTH TEEN MINDFULNESS & CRITICAL THINKING PROGRAM ($2,000) AND OPERATING SUPPORT ($3,000) 5000 URBAN RESOURCES DEVELOPMENT CORPORATION 6001 GERMANTOWN AVENUE PHILADELPHIA PA 19144 PC OWNER-OCCUPIED HOME REPAIR PROGRAM 2000 WAGNER FREE INSTITUTE OF SCIENCE 1700 W MONTGOMERY AVENUE PHILADELPHIA PA 19121 PC FREE SCIENCE EDUCATION PROGRAMS FOR DISADVANTAGED CHILDREN AND YOUTH 2500 WE LOVE PHILLY 4324 K ST PHILADELPHIA PA 19124 PC OPERATING SUPPORT 2000 WEST PARK CULTURAL CENTER 5114 PARKSIDE AVENUE PHILADELPHIA PA 19131 PC OPERATING SUPPORT 2000 WEST PHILADELPHIA ALLIANCE FOR CHILDREN PO BOX 9981 PHILADELPHIA PA 19118 PC OPERATING SUPPORT 2500 WILLIAM WAY LGBT COMMUNITY CENTER 1315 SPRUCE STREET PHILADELPHIA PA 19107 PC OPERATING SUPPORT 5000 WOMEN'S COMMUNITY REVITALIZATION PROJECT 100 WEST OXFORD STREET SUITE E-2300 PHILADELPHIA PA 19122 PC TENANT SUPPORTIVE SERVICES 3000 WORLD AFFAIRS COUNCIL OF PHILADELPHIA ONE PENN CENTER 1617 JOHN F KENNEDY BOULEVARD SUITE 1055 PHILADELPHIA PA 19103 PC GLOBAL SMARTS MENTORING PROGRAM 2000 YES AND COLLABORATIVE ARTS 21 W WASHINGTON LN PHILADELPHIA PA 19144 PC OPERATING SUPPORT 2000 YOGA 4 PHILLY 500 W CHELTEN AVENUE 305 PHILADELPHIA PA 19144 PC OPERATING SUPPORT 1500 YOUTH SENTENCING & REENTRY PROJECT 1528 WALNUT STREET SUITE 515 PHILADELPHIA PA 19102 PC OPERATING SUPPORT 3000 269500 0 14 313598 01 8626 18 150998 0 473222 0 473222 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3843 0 3843 COLCHESTER 200527 235479 HARBOR HIGH YIELD BOND 203969 165691 VANGUARD INFLATION 302872 269894 VANGUARD TOTAL BOND MKT INDEX IST 1027615 839090 ARTISAN FUND 434861 588214 DIMENSIONAL 178680 274767 JACKSON SQUARE 150244 138775 VANGUARD 500 INDEX FUND 338681 1164508 VANGUARD DEVELOPED 481288 570091 VANGUARD EMERG MKTS-ADMIRAL 277242 329254 OFFICE EXPENSES 533 0 533 PENALTIES 89 0 0 RECOVERY OF PRIOR YEAR GRANT 4000 0 4000 EXCISE TAX REFUND 4539 0 4539 REFUND OF INTEREST PAID TO IRS 65 0 65 REFUND OF PENALTY PAID TO IRS 22 0 22 PARTNERSHIP EIN: 27-2936353 0 -11514 0 INVESTMENT MANAGEMENT FEES 86794 86794 0 BANK FEES 200 200 0 PF EXCISE TAX 8000 0 0 PARTNERSHIP EIN: 27-2936353 - FOREIGN TAXES 0 205 0