2024-11-12T16:53:35-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 475425277 THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION VISI 2155636417 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 PEDRO A RAMOS PRESIDENT & CEO 2155636417 2024-11-12 1 1 DANIELLE NIHILL P01350943 7819821001 2024-11-08 2023 2024-10-15 13:58:12Z PEDRO A RAMOS 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 6523640 0 X N/A X 2015 DE TO MAKE IMPACT INVESTMENTS THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION. 3 2 0 17 0 0 0 6523640 0 0 0 0 0 0 0 6523640 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6523640 0 6523640 0 0 0 6523640 TO MAKE IMPACT INVESTMENTS THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION. 0 0 0 0 0 DELAWARE CHARITABLE ASSETS, INC. (DCA), A NONPROFIT CORPORATION, WAS INCORPORATED AS A TYPE I SUPPORTING ORGANIZATION TO THE PHILADELPHIA FOUNDATION (TPF), A RELATED 501(C)(3) PUBLIC CHARITY, ON OCTOBER 26, 2015, TO MAKE GRANTS FOR CHARITABLE PURPOSES THAT SUPPORT THE MISSION OF TPF. ON DECEMBER 22, 2023 DCA WAS CHANGED TO THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION (VFPF). THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION WAS FUNDED BY AN END-OF-YEAR GRANT FROM THE HARRY R. HALLORAN JR. CHARITABLE TRUST, A TYPE 1 SUPPORTING ORGANIZATION TO TPF, IN ORDER TO MAKE IMPACT INVESTMENTS THAT SUPPORT THE MISSION OF TPF. 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 1 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X CHRISTINE CONTI 2158638133 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 PEDRO RAMOS PRESIDENT & CEO, SECRETARY 1.00 37.30 X X 0 424584 66225 LON GREENBERG CHAIR AS OF 7/1/23, VICE CHAIR 1.00 3.40 X X 0 0 0 WILLIAM J BURKE TREASURER 1.00 3.40 X X 0 0 0 KATE ALLISON CHAIR TO 6/30/23,BRD MBR TO 12/22/23 1.00 3.40 X X 0 0 0 STEVEN SCOTT BRADLEY BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 FERNANDO CHANG-MUY BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 HOLLY FLANAGAN BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 CHRISTINA MESIRES FOURNARIS BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 WILLIAM P HANKOWSKY BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 DIXIANNE JAMES BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 SHIRIN KARSAN BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 EVELYN MCNIFF BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 MICHAEL K PEARSON BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 R DUANE PERRY BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 WENDELL PRITCHETT BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 ANDREW ROGOFF BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 JANE SCACCETTI BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 EVAN URBANIA BOARD MEMBER TO 12/22/23 0.10 3.40 X 0 0 0 0 424584 66225 0 0 1 0 0 6523640 1523640 6523640 6523640 0 0 0 0 0 0 0 5000000 402500 372217 748923 0 6523640 0 0 X 6523640 0 6523640 0 6523640 6523640 0 X 0 1 X 1 0 X X X 1 THE PHILADELPHIA FOUNDATION 231581832 8 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ALTERNATIVE INVESTMENTS 748923 F 748923 X PART X, LINE 2: VFPF IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). VFPF IS RECOGNIZED AS A TAX-EXEMPT SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) OF THE IRC. VFPF FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN POSITIONS. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE FINANCIAL STATEMENTS. 0 1 0 0 0 0 0 0 0 PEDRO RAMOS PRESIDENT & CEO, SECRETARY 0 423810 0 0 0 774 0 42900 0 23325 0 490809 0 0 PART I, LINE 3 THE FUND DOES NOT PAY OUT ANY COMPENSATION. ALL COMPENSATION DISCLOSED ON THE RETURN IS COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THAT RELATED ORGANIZATION. THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B AS PART OF COMPENSATION FROM THE RELATED ORGANIZATION, PEDRO A. RAMOS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH $9,900 WAS CONTRIBUTED DURING THE CALENDAR YEAR 2023. THIS AMOUNT IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN (C). X 1 372217 FAIR MARKET VALUE X 1 748923 FAIR MARKET VALUE X PROGRAM-RELATED INVESTMENT 1 402500 FAIR MARKET VALUE 1 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IS THE NUMBER OF CONTRIBUTIONS. SCHEDULE 990, BOX C THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION FORMERLY KNOWN AS DELAWARE CHARITABLE ASSETS FORM 990, PART VI, SECTION A, LINE 4 THE FUND FILED A CERTIFICATE OF AMENDMENT WITH THE STATE OF DELAWARE ON DECEMBER 22, 2023, TO CHANGE ITS NAME FROM DELAWARE CHARITABLE ASSETS, INC., TO THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 THE PHILADELPHIA FOUNDATION, A RELATED 501(C)(3) PUBLIC CHARITY, IS THE SOLE MEMBER OF THE FUND. FORM 990, PART VI, SECTION A, LINE 7A THE PHILADELPHIA FOUNDATION, A RELATED 501(C)(3) PUBLIC CHARITY, APPOINTS MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE CERTIFICATE OF INCORPORATION AND THE BYLAWS MAY BE AMENDED ONLY BY THE PHILADELPHIA FOUNDATION, A RELATED 501(C)(3) PUBLIC CHARITY. FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S PUBLIC ACCOUNTING FIRM PREPARES THE FORM 990 BASED ON THE INFORMATION PROVIDED BY MEMBERS OF THE FINANCE TEAM. ONCE THE RETURN IS PREPARED, IT IS REVIEWED BY THE FINANCE TEAM ALONG WITH EXECUTIVE MANAGEMENT BEFORE BEING PROVIDED TO THE TPF AUDIT COMMITTEE AND GOVERNING BODY FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C NO BOARD MEMBER WHO IS AFFILIATED WITH ANY ORGANIZATION BEING CONSIDERED FOR A GRANT FROM THE FUND SHALL PARTICIPATE IN THE CONSIDERATION OF SUCH GRANT OR SHALL VOTE ON SUCH GRANT AWARD. NO BOARD MEMBER WHO IS AFFILIATED WITH ANY VENDOR OF GOODS OR SERVICES TO THE TRUST SHALL PARTICIPATE IN THE CONSIDERATION OR ADMINISTRATION OF ANY CONTRACT WITH SUCH VENDOR. NO ENTITY OR INDIVIDUAL WITH WHICH A MEMBER OF THE FUND OR STAFF IS AFFILIATED SHALL RECEIVE ANY SPECIAL CONSIDERATION BY THE FUND OR BY THE STAFF, AND THERE SHALL BE NO VARIATION IN THE PROCEDURES FOR PROCESSING GRANTS OR CONTRACTS TO OR WITH SUCH AFFILIATED ENTITIES OR INDIVIDUALS, EXCEPT THAT ADDITIONAL SCRUTINY MAY BE APPLIED TO SUCH CONSIDERATION. A MEMBER OF THE FUND OR STAFF SHALL ADVISE THE CHAIR OF THE FUND OR PRESIDENT AND CEO OF THE PHILADELPHIA FOUNDATION OF AN AFFILIATION WITH ANY GRANTEE, POTENTIAL GRANTEE OR VENDOR IN RESPONSE TO AN ANNUAL QUESTIONNAIRE FROM THE FUND AND AT ANY OTHER TIME WHEN SUCH PERSON BECOMES AWARE OF AN AFFILIATION WHICH HAS NOT PREVIOUSLY BEEN DISCLOSED FORM 990, PART VI, SECTION B, LINE 15 THE FUND DOES NOT COMPENSATE ANY PERSON MEETING THE IRS DEFINITION OF TOP MANAGEMENT OFFICIAL, OFFICER, OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. IT MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE THROUGH THE PHILADELPHIA FOUNDATION'S ANNUAL REPORT AND ALSO ON THE PHILADELPHIA FOUNDATION'S WEBSITE. THE PHILADELPHIA FOUNDATION 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 231581832 GRANTMAKING PA 501(C)(3) LINE 8 N/A 0 THE LENFEST INSTITUTE FOR JOURNALISM SPECIAL ASSET FUND OF TPF 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 043731829 GRANTMAKING PA 501(C)(3) LINE 12A, I THE PHILADELPHIA FOUNDATION 0 THE HARRY R HALLORAN JR CHARITABLE TRUST 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 466758450 GRANTMAKING PA 501(C)(3) LINE 12A, I THE PHILADELPHIA FOUNDATION 0 THE DR RUDOLPH MASCIANTONIO FOUNDATION FOR CLASSICAL STUDIES 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 306595159 SUPPORT THE PHILADELPHIA FOUNDATION PA 501(C)(3) LINE 12A, I THE PHILADELPHIA FOUNDATION 0 TPF SPECIAL PROPERTY FUND 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 845019977 SUPPORT THE PHILADELPHIA FOUNDATION PA 501(C)(3) LINE 12A, I THE PHILADELPHIA FOUNDATION 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0