2025-05-13T14:40:43-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-07-01 463109411 CULTURETRUST GREATER PHILADELPHIA CULT 2678753312 1315 WALNUT STREET 300 PHILADELPHIA PA 19107 MELINDA STEFFY CO-EXECUTIVE DIRECTOR 2678753312 2025-05-13 1 0 MALLORY GOOD P01704765 2156433900 2025-05-12 2023 2025-03-06 01:10:19Z X MELINDA STEFFY 1315 WALNUT STREET 300 PHILADELPHIA PA 19107 6296310 0 X WWW.CULTUREWORKSPHILA.ORG X 2013 PA PROVIDES A CHARITABLE HOME & SHARED MANAGEMENT RESOURCES TO FISCALLY SPONSORED CULTURAL PROJECTS. 12 10 88 50 0 0 6066365 5598335 555386 693927 0 0 0 4048 6621751 6296310 882127 1304097 0 0 1906541 3074328 0 77155 77155 2721415 1850340 5510083 6305920 1111668 -9610 4846059 5110826 377181 651558 4468878 4459268 X CULTURETRUST'S MISSION IS TO PROVIDE A CHARITABLE HOME AND SHARED MANAGEMENT RESOURCES FOR FISCALLY SPONSORED PROJECTS IN THE ARTS, CULTURE, HERITAGE AND SOCIAL IMPACT SECTORS. 0 0 5476298 1304097 693927 FISCAL SPONSORSHIP: CULTURETRUST (THE "TRUST") IS AN INDEPENDENT CHARITABLE TRUST MANAGED BY CULTUREWORKS GREATER PHILADELPHIA. IN FY24, THE TRUST SERVED AS THE LEGAL, FINANCIAL, AND ADMINISTRATIVE HOME FOR 96 FISCALLY SPONSORED PROJECTS ACROSS THE ARTS, CULTURE, HERITAGE, AND SOCIAL IMPACT SECTORS. FISCALLY SPONSORED PROJECTS SHARE THE TRUST'S NONPROFIT STATUS AND RECEIVE MANAGEMENT RESOURCES AND BACK-OFFICE SUPPORT FROM CULTUREWORKS, THE TRUST ADMINISTRATOR. THE FISCAL SPONSORSHIP PARTNERSHIP ALLOWS CULTURAL LEADERS TO INCREASE OPERATIONAL EFFICIENCY IN SUPPORT OF THEIR OWN MISSIONS AND COMMUNITY-BASED PROGRAMMING. THE TRUST DOES NOT RUN ITS OWN PROGRAMMING; ALL REVENUES AND EXPENSES ARE RELATED TO THE ACTIVITIES OF FISCALLY SPONSORED PROJECTS THEMSELVES (CONTINUED ON SCHEDULE O).THE TRUST AND TRUST ADMINISTRATOR STEWARD PROJECT FUNDS AND ENSURE COMPLIANCE WITH CHARITABLE GUIDELINES. 5476298 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 444 0 1 88 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 1 0 PA X X THE ORGANIZATION 2678753312 1315 WALNUT STREET SUITE 300 PHILADELPHIA PA 19107 MARANGELI MEJIA-RABELL CO-CHAIR 20.00 2.00 X X 51000 0 0 MICHELE WALLS CO-CHAIR 2.00 2.00 X X 0 0 0 JOEY LEROUX SECRETARY 2.00 2.00 X X 0 0 0 MARK COMEROTA TREASURER 2.00 2.00 X X 0 0 0 TAILINH AGOYO DIRECTOR 40.00 2.00 X 90712 0 0 DAWN FRISBY-BYERS DIRECTOR 2.00 2.00 X 0 0 0 ROBERTA JOHNSON DIRECTOR 2.00 2.00 X 0 0 0 THERESA JACKSON DIRECTOR 2.00 2.00 X 0 0 0 KAROL MASON DIRECTOR 2.00 2.00 X 0 0 0 ANNIE CHIU-MCCABE DIRECTOR 2.00 2.00 X 0 0 0 KEN METZNER DIRECTOR 2.00 2.00 X 0 0 0 CARALYN SPECTOR DIRECTOR 2.00 2.00 X 0 0 0 ARIEL SHELTON CO-EXECUTIVE DIRECTOR (FROM 11/23) 8.00 32.00 X 0 12500 0 MELINDA STEFFY CO-EXECUTIVE DIRECTOR (FROM 11/23) 8.00 32.00 X 0 3125 0 141712 15625 0 0 0 0 0 CULTUREWORKS GREATER PHILADELPHIA 1315 WALNUT STREET PHILADELPHIA PA 19107 MANAGEMENT SERVICES 717406 J2 DESIGN 725 N 4TH ST PHILADELPHIA PA 19123 GRAPHIC DESIGN SERVICES 123463 1 327325 5271010 5598335 PROFESSIONAL FEES 900099 367362 367362 MERCHANDISE INCOME 900099 136238 136238 ADMISSIONS 900099 124635 124635 TUITION 611600 40678 40678 SUBSCRIPTIONS 900099 25014 25014 693927 4048 4048 4048 6296310 693927 0 4048 1250160 1250160 53937 53937 124487 124487 2675308 2479056 196252 400 287 113 114615 88638 25977 159518 114510 45008 14656 14656 425 425 77155 77155 321704 272550 49154 117391 105851 11540 32796 11595 21201 236675 103248 133427 337200 333373 3827 6160 6160 8897 8897 63614 37040 26574 PROJECT SUPPLIES 482691 463584 19107 MERCHANDISE 97328 97328 130803 65141 65662 6305920 5476298 752467 77155 3074874 3916968 1704172 992044 46035 92753 48772 33413 20978 15359 0 93702 4846059 5110826 377181 549646 0 101912 377181 651558 X 295072 2614176 4173806 1845092 4468878 4459268 4846059 5110826 -9610 0 X 0 1 X 1 0 X 4168369 8751886 3676260 6066365 5598335 28261215 4168369 8751886 3676260 6066365 5598335 28261215 11723717 16537498 5650 5650 4048 4048 28270913 693927 0.58500 0.54280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2023 AMOUNT: $ 4,048. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48772 33413 15359 15359 LEASE LIABILITY (SHORT-TERM) 46722 LEASE LIABILITY (LONG-TERM) 55190 101912 X 6543238 246928 246928 6296310 0 6296310 6552848 246928 246928 6305920 0 6305920 PART X, LINE 2: THE TRUST IS A NONPROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE TRUST IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE TRUST FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE TRUST'S FINANCIAL STATEMENTS. THE TRUST'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. X X X X X X 1 MDHECKER CONSULTING LLC 265 E SLOCUM STREET PHILADELPHIA PA 19119 GRANT WRITING & ORGANIZATIONAL 0 0 16013 -16013 KARI COLLINS CONSULTING LLC 6075 CEDARHURST STREET PHILADELPHIA PA 19143 GRANT WRITING & ORGANIZATIONAL 0 0 12750 -12750 XIAO HUI STAR CHIN 5 IVY COURT PERRINEVILLE NJ 08535 GRANT WRITING & ORGANIZATIONAL 0 0 9600 -9600 COMMUNITAS ARTS & CULTURE LLC 1440 MOUNT VERNON STREET APT 713 PHILADELPHIA PA 19130 GRANT WRITING & ORGANIZATIONAL 0 0 9100 -9100 IRENE FRANCO RUBIO 1000 W 8TH STREET APT 2401 LOS ANGELES CA 90017 GRANT WRITING & ORGANIZATIONAL 0 0 8375 -8375 JENNIFER MCCLAIN 1037 NE 65TH STREET 81585 SEATTLE WA 98115 GRANT WRITING & ORGANIZATIONAL 0 0 7000 -7000 LINDA KRONFELD 3927 NETHERFIELD ROAD PHILADELPHIA PA 19129 GRANT WRITING & ORGANIZATIONAL 0 0 5000 -5000 67838 -67838 PA 1 HISTORY MAKING PRODUCTIONS 325 WEST ALLENS LANE PHILADELPHIA PA 19119 262823347 334413 0 GRANTS FOR ARTS PROJECTS. GET FRESH DAILY LLC 5200 PINE STREET PHILADELPHIA PA 19143 920251955 142700 0 GRANTS FOR ARTS PROJECTS. BEARDED LADIES CABARET 1315 WALNUT STREET SUITE 300 PHILADELPHIA PA 19107 853343355 501(3) 139500 0 GRANTS FOR ARTS PROJECTS. PRESENTE MEDIA LLC 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 933022605 92703 0 GRANTS FOR ARTS PROJECTS. SHAMEKA SAWYER 5 SHORTS LLC 7623 WALNUT LANE PHILADELPHIA PA 19138 833874023 60665 0 GRANTS FOR ARTS PROJECTS. LANDHEALTH INSTITUTE 1761 NORTH 49TH STREET PHILADELPHIA PA 19131 462655132 501(3) 52700 0 GRANTS FOR ARTS PROJECTS. BARTRAM'S GARDEN 5400 LINDBERGH BLVD PHILADELPHIA PA 19143 237393771 501(3) 27629 0 GRANTS FOR ARTS PROJECTS. DISCOVERY PATHWAYS 1211 FITZGERALD STREET PHILADELPHIA PA 19148 850979344 501(3) 22000 0 GRANTS FOR ARTS PROJECTS. GLEN FOERD ON THE DELAWARE 5001 GRANT AVE PHILADELPHIA PA 19114 222490682 501(3) 22000 0 GRANTS FOR ARTS PROJECTS. THE CENTER FOR AQUATIC SCIENCES INC 1 RIVERSIDE DRIVE CAMDEN NJ 08103 521647018 501(3) 22000 0 GRANTS FOR ARTS PROJECTS. URBANPROMISE MINISTRIES INC PO BOX 1479 CAMDEN NJ 08105 223229121 501(3) 22000 0 GRANTS FOR ARTS PROJECTS. COBBS CREEK COMMUNITY ENVIROMENTAL EDUCATION CENTER 700 COBBS CREEK PARKWAY PHILADELPHIA PA 19143 232705536 501(3) 20000 0 GRANTS FOR ARTS PROJECTS. RED PEN ARTS LLC 208 CARPENTER STREET PHILADELPHIA PA 19147 038774890 19453 0 GRANTS FOR ARTS PROJECTS. ASIAN AMERICAN UNITED 1023 CALLOWHILL STREET PHILADELPHIA PA 19123 222981076 501(3) 18300 0 GRANTS FOR ARTS PROJECTS. NATIONAL KOREAN AMERICAN SERVICE AND EDUCATION CONSORTIUM INC 4300 NORTH CALIFORNIA AVE CHICAGO IL 60618 113303986 501(3) 17300 0 GRANTS FOR ARTS PROJECTS. GAPURA 1612 SOUTH BROAD STREET PHILADELPHIA PA 19145 874364999 501(3) 15000 0 GRANTS FOR ARTS PROJECTS. KITHS INTEGRATED AND TARGETED HUMAN SERVICES 4923 OLD YORK ROAD 1ST FLOOR PHILADELPHIA PA 19141 371849042 501(3) 15000 0 GRANTS FOR ARTS PROJECTS. MODER PATSHALA 5558 MARKET STREET PHILADELPHIA PA 19139 611595884 501(3) 15000 0 GRANTS FOR ARTS PROJECTS. THE HACK FOUNDATION 8605 SANTA MONICA BLVD SUITE 86294 WEST HOLLYWOOD CA 90069 812908499 501(3) 15000 0 GRANTS FOR ARTS PROJECTS. SOTOMAYOR PRODUCTIONS DEVELOPMENT LLC 932282548 12740 0 GRANTS FOR ARTS PROJECTS. WATERSHED INSTITUTE INC 31 TITUS MILL ROAD PENNINGTON NJ 08534 210649717 501(3) 10046 0 GRANTS FOR ARTS PROJECTS. 21 0 CASH GRANT 1 5000 CASH GRANT 2 10000 CASH GRANT - MODEL C DISBURSEMENT 1 31537 CASH GRANT - MODEL C DISBURSEMENT 1 7400 PART I, LINE 2 ON APRIL, 5, 2016, THE BOARD OF TRUSTEES OF CULTURETRUST GREATER PHILADELPHIA APPROVED A POLICY PERMITTING A PRE-APPROVED GRANT "MODEL C" FISCAL SPONSORSHIP RELATIONSHIP WITH ARTS AND CULTURE PROJECTS THAT MEET THE MISSION AND CHARITABLE PURPOSE CRITERIA OF CULTURETRUST, BUT THAT OTHERWISE DEMONSTRATE GENERAL ADMINISTRATIVE CAPACITY AND DO NOT, THEREFORE, NEED THE ADDITIONAL SERVICES OF CULTURETRUST'S "MODEL A" FISCAL SPONSORSHIP SUPPORT. THESE MODEL C PROJECTS ASSUME A RE-GRANTING RELATIONSHIP BETWEEN CULTURETRUST (AS GRANTOR) AND THE PROJECT (GRANTEE), FOR WHICH CULTURETRUST ASSUMES FULL EXPENDITURE RESPONSIBILITY. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS OF THE SOLE TRUSTEE (THE "BOARD"), MAY ESTABLISH ONE (1) OR MORE COMMITTEES TO CONSIST OF ONE (1) OR MORE DIRECTORS OF THE CORPORATION AND SUCH OTHER PERSONS AS DESCRIBED HEREIN. ANY COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD, SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD, EXCEPT THAT A COMMITTEE, INCLUDING THE EXECUTIVE COMMITTEE, SHALL NOT HAVE ANY POWER OR AUTHORITY AS TO THE FOLLOWING: (A) THE CREATION OR FILLING OF VACANCIES IN THE BOARD; (B) THE ADOPTION, AMENDMENT, OR REPEAL OF THE BYLAWS; (C) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD THAT BY ITS TERMS IS AMENDABLE OR REPEALABLE ONLY BY THE BOARD; OR (D) ACTION ON MATTERS COMMITTED BY THE BYLAWS OR A RESOLUTION OF THE BOARD EXCLUSIVELY TO ANOTHER COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS AND MAY ALSO INCLUDE ONE (1) OR MORE DIRECTORS AS DETERMINED BY THE BOARD. THE PRESIDENT SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE. A MEETING OF THE EXECUTIVE COMMITTEE MAY BE CALLED AT ANY TIME BY THE PRESIDENT UPON FIVE (5) DAYS WRITTEN NOTICE. THE EXECUTIVE COMMITTEE SHALL BE AUTHORIZED TO ACT FOR THE BOARD BETWEEN ITS REGULAR MEETINGS; EXCEPT AS OTHERWISE PROVIDED BY THESE BYLAWS OR BY RESOLUTION OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION, PROVIDED THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO TAKE ANY ACTION THAT IS CONTRARY TO OR A SUBSTANTIAL DEPARTURE FROM THE DIRECTION ESTABLISHED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 CULTURETRUST GREATER PHILADELPHIA'S SOLE TRUSTEE CULTUREWORKS GREATER PHILADELPHIA, A NON-STOCK NONPROFIT PENNSYLVANIA CORPORATION WHICH HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND AS A PUBLIC CHARITY UNDER INTERNAL REVENUE CODE SECTION 509(A)(2) ENTITY. FORM 990, PART VI, SECTION A, LINE 7A CULTUREWORKS GREATER PHILADELPHIA IS THE SOLE TRUSTEE, AND THEREFORE, THEY SHARE A COMMON BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND IS REVIEWED AND APPROVED BY MANAGEMENT. ALL BOARD MEMBERS VIA ELECTRONIC PDF FILES RECEIVE THE IRS FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST ADMINISTRATOR'S BOARD OF DIRECTORS MAINTAINS THE CONFLICT OF INTEREST POLICY AND MONITORS POTENTIAL CONFLICTS. EACH YEAR, BOARD MEMBERS AND CO-EXECUTIVE DIRECTORS COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. ANY DISCLOSED POTENTIAL CONFLICTS ARE EVALUATED AND RESOLVED BY THE BOARD AND SENIOR STAFF. THE MINUTES OF THE MEETINGS RECORD THE AFFIRMATIONS AND CONFLICTS, SHOULD THEY ARISE. THE CO-EXECUTIVE DIRECTORS WILL REVIEW ALL CONFLICT OF INTEREST STATEMENTS COMPLETED AND BRING ANY CONFLICTS DISCLOSED TO THE ATTENTION OF THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CO-EXECUTIVE DIRECTORS, OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY BOARD OF DIRECTORS OF THE SOLE TRUSTEE. IT IS SOLE TRUSTEE'S ACCEPTED PRACTICE TO BENCHMARK SALARY AND COMPENSATION RATES AND GATHER COMPARATIVE MARKET DATA PROVIDE FROM LOCAL AND NATIONAL SERVICE ORGANIZATIONS. THIS DATA IN ADDITION TO RECOMMENDATIONS IS REVIEWED BY THE BOARD OF DIRECTORS OF THE SOLE TRUSTEE. THE MOST RECENT STUDY WAS LAST COMPLETED IN 2024. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND 990S ARE PUBLICLY AVAILABLE ONLINE AT CULTUREWORKSPHILA.ORG OR BY REQUEST. 990S ARE ALSO AVAILABLE AT GUIDESTAR.COM. THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC BY REQUEST ONLY. THE KEEPING SOCIETY LLC 1315 WALNUT STREET SUITE 300 PHILADELPHIA PA 19107 611792967 HISTORICAL PRESERVATION PA 36100 12269 CULTURETRUST GREATER PHILADELPHIA CULTUREWORKS GREATER PHILADELPHIA 1315 WALNUT STREET SUITE 300 PHILADELPHIA PA 19107 900619374 CO-WORKING, FISCAL SPONSORSHIP SERVICES, PROFESSIONAL DEVELOPMENT EVENTS PA 501(C)(3) LINE 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1