2025-11-03T15:07:52-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-01-01 475425277 THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION VISI 2155636417 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 PEDRO A RAMOS SECRETARY 2155636417 2025-10-30 1 1 DANIELLE NIHILL P01350943 7819821001 2025-10-23 2024 2025-03-06 01:10:19Z PEDRO A RAMOS 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 3106010 0 X N/A X 2015 DE TO MAKE IMPACT INVESTMENTS THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION. 3 2 1 4 0 0 6523640 3000000 0 0 0 106010 0 0 6523640 3106010 0 0 0 0 0 76079 0 0 0 0 41972 0 118051 6523640 2987959 6523640 9577162 0 25267 6523640 9551895 TO MAKE IMPACT INVESTMENTS THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION. 0 0 0 0 0 THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION (VFPF), A NONPROFIT CORPORATION, IS A TYPE 1 SUPPORTING ORGANIZATION TO THE PHILADELPHIA FOUNDATION (TPF), A RELATED 501(C)(3) PUBLIC CHARITY. VFPF WAS FUNDED IN 2023 AND 2024 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 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 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 A RAMOS SECRETARY 1.00 37.30 X X 0 451338 77078 BRIAN HALLORAN EXECUTIVE DIRECTOR 17.50 17.50 X 58068 58068 23318 LON GREENBERG CHAIR 1.00 4.30 X X 0 0 0 WILLIAM J BURKE TREASURER 1.00 4.30 X X 0 0 0 58068 509406 100396 0 0 1 0 0 3000000 3000000 106010 106010 3106010 0 0 106010 71359 71359 4720 4720 1689 1689 4890 4890 30000 30000 5266 5266 127 127 118051 0 118051 0 5000000 6544872 402500 402500 372217 803162 748923 1826628 6523640 9577162 25267 0 25267 X 6523640 9551895 6523640 9551895 6523640 9577162 2987959 40296 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 1826628 F 1826628 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 0 0 0 0 0 0 0 0 PEDRO A RAMOS SECRETARY 0 450564 0 0 0 774 0 47590 0 29488 0 528416 0 0 PART I, LINE 3 THE FUND DOES NOT PAY OUT ANY COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL. ALL COMPENSATION ON THE RETURN IS FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THAT ORGANIZATION. THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART V, LINE 2: THE FUND DOES NOT FILE ANY W-2S OR PAYROLL TAX FILINGS UNDER ITS EIN 47-5425277 BECAUSE SUCH FILINGS ARE HANDLED BY THE PHILADELPHIA FOUNDATION (TPF), A RELATED PUBLIC CHARITY UNDER THEIR EIN 23-1581832. THE FUND REIMBURSES TPF FOR COMPENSATION PAID TO EMPLOYEES DEVOTING TIME TO THE FUND, AND REPORTS THESE REIMBURSEMENTS AS WAGE, BENEFIT, AND PAYROLL TAX EXPENSES ON FORM 990, PART IX, LINES 5-10. AS SUCH, IT IS ALSO REPORTING THE NUMBER OF EMPLOYEES REFLECTED IN THAT COMPENSATION ON FORM 990, PART V, LINE 2A. IN ADDITION, THE FUND ALSO CONFIRMS WITH TPF THAT ALL RELATED REQUIRED FEDERAL PAYROLL TAX FILINGS HAVE BEEN MADE; THEREFORE, FORM 990, PART V, LINE 2B IS ANSWERED AS YES. 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 VENDOR OF GOODS OR SERVICES TO THE FUND 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 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 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 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 1 1 1 1 0 0 0