2025-02-24T17:08:20-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2023-07-01 231352175 HEALTHSPARK FOUNDATION HEAL 2157165400 2506 N BROAD ST 206 COLMAR PA 18915 EMMA HERTZ PRESIDENT/CEO 2157165400 2025-02-19 1 1 CONNIE M LIRA P00481097 2156433900 2025-02-19 2023 2025-03-06 01:10:19Z X 45606902 X 16823 10466 10466 741531 904892 1444925 21200902 1389347 447143 390562 385908 2660888 2695267 385908 185000 0 0 185631 297465 0 0 291070 139243 0 0 131718 22839 0 0 25872 49817 0 0 44267 354234 139928 0 210014 69065 69065 69065 0 17697 13609 0 0 208900 208900 208900 170478 170478 107943 0 48722 0 0 50077 155686 50167 0 147304 1719146 652147 385908 1085953 325750 675750 2044896 652147 385908 1761703 615992 2043120 0 80832 35392 35392 1203823 758995 758995 72946 51406 51406 21176714 21440238 21440238 4178083 4028306 4028306 12289733 12437954 12437954 8972477 3898651 4923967 5073826 5073826 1294316 1780785 1780785 45220414 45606902 45606902 179342 445440 410000 60000 2823388 9969 425015 414777 3837745 930186 X 39829484 43031756 1553185 1644960 41382669 44676716 45220414 45606902 41382669 615992 2683361 44682022 5306 44676716 PUBLICLY TRADED SECURITIES 19209313 18270356 938957 938957 AB GLOBAL CORE EQUITY DEBT P 2020-10-15 2024-05-06 1797868 1357125 440743 440743 KKR DIVERSIFIED CORE INFRA A SR P 2022-04-01 2024-06-30 87732 84502 3230 3230 LCP X (OFFSHORE) LP P 2024-01-25 2024-03-18 8103 8103 0 0 SCULPTOR CREDIT OPP OVERSEAS FUND LP P 2020-07-08 2024-01-29 42252 35891 6361 6361 LP 84-4305167 P -68546 -68546 LP 85-2758350 P 65468 65468 LP 85-3749025 P 352 352 LP 88-2916989 P -53347 -53347 LP 98-1549738 P 495 495 CAPITAL GAINS DIVIDENDS P 55634 55634 55634 1389347 28399 0 28399 0 28399 19453 0 16250 0 35703 X 0 7304 7304 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 WWW.HEALTHSPARK.ORG EMMA HERTZ PRESIDENTCEO 2157165400 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EMMA HERTZ 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 PRESIDENT/CEO/MANAGER 37.50 185000 27327 0 JOEL JOHNSON 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 CHAIRPERSON/DIRECTOR 2.00 0 0 0 NATASHA PATTERSON 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 VICE CHAIR/DIRECTOR 1.00 0 0 0 NATHANIEL WILLIAMS 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 SECRETARY/DIRECTOR 2.00 0 0 0 RAYMAN SOLOMON 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 TREASURER/DIRECTOR 1.00 0 0 0 KAREEM AFZAL 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR TO JUL 2023 1.00 0 0 0 MAY THEIR AYE 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 CAROLYN CAVANESS 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 AMY GIANFICARO 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 WARREN HILTON 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR TO AUG 2023 1.00 0 0 0 JOHN KEPNER 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 JOYCE MILLER 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 ED NAWROCKI 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 DAVID SHERMAN 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR/MANAGER 1.00 0 0 0 ANN ST CLAIR 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 KEN AMEY 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 MANAGER 1.00 0 0 0 CHRISTINE HUNSBERGER 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 MANAGER 1.00 0 0 0 MARIA MACALUSO 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 MANAGER 1.00 0 0 0 JOHN RAMIREZ JR 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 CHIEF FINANCIAL OFFI 37.50 119538 42148 0 AKSHARA VIVEKANANTHAN 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 DIRECTOR OF EXTERNAL 37.50 101538 10689 0 CLARE STRENGER 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 OFFICE MANAGER 37.50 66813 28825 0 0 MEKETA INVESTMENT GROUP 100 LOWDERBROOK DRIVE SUITE 1100 WESTWOOD MA 02090 INVESTMENT MANAGEMENT 83363 CAPACITY FOR CHANGE LLC 911 GENERAL WAYNE DRIVE WEST CHESTER PA 19382 PROGRAM DEVELOPMENT 63063 SOJOURNER CONSULTING LLC 3007 W CABOT STREET PHILADELPHIA PA 19121 PROGRAM DEVELOPMENT 59235 0 COMMUNITY PARTNERS CENTER:THROUGH THE SUBSIDIARY 2506 LLC, THE FOUNDATION OPERATES AND IS LOCATED IN A NONPROFIT CENTER, COMMUNITY PARTNERS CENTER (WWW.COMMUNITYPARTNERSCENTER.ORG). A BOARD OF MANAGERS GOVERNS 2506 LLC, APPOINTED BY THE FOUNDATION, COMPRISED OF 5 INDIVIDUALS (3 TENANT REPRESENTATIVES). 2506 LLC OWNS AN ADJACENT RESIDENTIAL UNIT, MASTER LEASED TO A NONPROFIT TO SUBLET IN ACCORDANCE WITH A MORTGAGE AGREEMENT BETWEEN 2506 LLC AND THE MONTGOMERY COUNTY DEPARTMENT OF HOUSING & COMMUNITY DEVELOPMENT. THE CENTER OFFERS NONPROFITS FREE USE OF MEETING ROOMS. NONPROFITS RECOGNIZE THIS VALUE. 430856 MONTGOMERY COUNTY SAFETY NET RESILIENCE INITIATIVE: HEALTHSPARK LAUNCHED THIS 10-YEAR, COMMUNITY-DRIVEN AND COLLABORATIVE INITIATIVE TO IMPROVE THE FINANCIAL RESILIENCY OF MONTGOMERY COUNTY'S HEALTH & HUMAN SERVICES SAFETY NET SYSTEM. KEY STRATEGIES INCLUDE GRANTMAKING, RESEARCH, SYSTEM LEADERSHIP CAPACITY BUILDING, COMMUNICATIONS, REFLECTIVE LEARNING SESSIONS, AND ADVOCACY. POLICYMAKERS, SAFETY NET SYSTEM NONPROFIT LEADERS, BUSINESS REPRESENTATIVES, CONSUMERS AND ADJACENT SECTOR LEADERS ARE INVITED TO COMMUNITY OF PRACTICE MEETINGS WHERE THE FOUNDATION UPDATES THE BROADER COMMUNITY ON THE INITIATIVE'S PROGRESS AND GATHERS FEEDBACK AND RECOMMENDATIONS FOR FUTURE CONSIDERATION. 159290 PROGRAM-RELATED INVESTMENT TO MANNA ON MAIN STREET: A 1% INTEREST LOAN IN THE AMOUNT OF $400,000 WAS PROVIDED TO MANNA ON MAIN STREET (MANNA). THE PURPOSE OF THIS PROJECT IS TO FUND CERTAIN ACQUISITION, CONSTRUCTION, RENOVATION AND IMPROVEMENT COSTS TO REAL PROPERTY OWNED BY MANNA TO FURTHER ITS CHARITABLE ACTIVITIES. 400000 400000 37497920 1286314 1380785 40165019 0 0 40165019 602475 39562544 1978127 1978127 28399 28399 1949728 0 1949728 0 1949728 1761703 400000 147826 2309529 1949728 0 0 92489 171054 263543 2309529 0 0 0 1949728 359801 0 0 623344 0 0 0 0 0 0 92489 530855 171054 359801 EMMA HERTZ 2506 N BROAD STREET SUITE 206 COLMAR PA 18915 2157165400 THE FOUNDATIONS'S CURRENT GRANTMAKING PROCESS IS MULTI-FACETED. SOMETIMES WE INVITE SPECIFIC ORGANIZATIONS TO APPLY FOR A PARTICULAR GRANT OPPORTUNITY. AT OTHER TIMES WE ISSUE REQUESTS FOR PROPOSALS AND ALLOW ORGANIZATIONS TO RESPOND WITH THEIR IDEAS. STILL OTHER TIMES WE CREATE GRANT PROGRAMS OR INITIATIVES TARGETING A DEFINED CHALLENGE OR COMMUNITY NEED AND ALLOW ANY INTERESTED ORGANIZATION WORKING WITHIN THE COUNTY TO APPLY. VISIT THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG FOR CURRENT GRANT OPPORTUNITIES. PROPOSAL SUBMISSION DEADLINES ARE POSTED ON THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG. TO BE ELIGIBLE FOR GRANT SUPPORT, AN ORGANIZATION MUST PROVIDE A SERVICE OR PROGRAM THAT BENEFITS THE RESIDENTS OF ONE OR MORE OF MONTGOMERY COUNTY PENNSYLVANIA COMMUNITIES. ORGANIZATIONS DO NOT NEED TO BE PHYSICALLY LOCATED IN THE COUNTY IN ORDER TO BE ELIGIBLE TO RECEIVE GRANT SUPPORT. GUIDELINES AND ADDITIONAL RESTRICTIONS CAN BE FOUND ON THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG. ACCESS SERVICES 500 OFFICE CENTER DRIVE SUITE 100 FORT WASHINGTON PA 190343234 PC HOMELESS STREET OUTREACH IN MONTGOMERY COUNTY 60000 ACLAMO FAMILY CENTERS 512 W MARSHALL STREET NORRISTOWN PA 19401 PC SUPPORT FOR ACLAMO'S SOCIAL SERVICES DEPARTMENT 15000 BE REZILIENT HEALING THROUGH THE ARTS 613 MANATAWNY STREET POTTSTOWN PA 19464 PC OPERATIONAL EXPENSE FOR RESILIENCE AND DEVELOPMENT INTERNSHIP PROGRAM 16500 BUCKS-MONT COLLABORATIVE PO BOX 66 HARLEYSVILLE PA 19438 PC COLLABORATIVE ADVOCACY NETWORK (CAN) 10000 CATHOLIC SOCIAL SERVICES MONTGOMERY COUNTY 353 E JOHNSON HIGHWAY NORRISTOWN PA 194012020 PC COMMUNITY LED FOOD SECURITY - A JUST AND HUMAN-CENTERED RESPONSE TO THE GROWING FOOD CRISIS 30000 CENTER FOR POSITIVE AGING IN LOWER MERION 117 ARDMORE AVENUE ARDMORE PA 19003 PC HEALTH EDUCATION AND WELLNESS TECHNOLOGY GRANT 7500 COALITION FOR RACIAL EQUITY AND SOCIAL JUSTICE 905 N BETHLEHEM PIKE 754 SPRING HOUSE PA 19477 PC MINI GRANT FOR 2024 COMMUNITY SURVEY PARTICIPATION 500 COMMUNITY HERO ACTION GROUP 9456 STATE ROAD SUITE 11 PHILADELPHIA PA 19114 PC GIVING VOICE TO BLACK ELDERS 15000 ECONOMY LEAGUE OF GREATER PHILADELPHIA 1800 JFK BOULEVARD SUITE 460 PHILADELPHIA PA 19103 PC GREATER PHILADELPHIA LEADERSHIP EXCHANGE (GPLEX) 2024 5000 EPISCOPAL LEGAL AID PO BOX 434 11 BOOTH LANE HAVERFORD PA 19041 PC EXPANSION OF LEGAL AID SERVICES 10000 FAMILY PROMISE MONTCO PA (DBA INTER-FAITH HOUSING ALLIANCE) 31 S SPRING GARDEN STREET AMBLER PA 19002 PC HONORARIUM; OPERATING SUPPORT 30500 FAMILY PROMISE OF THE MAIN LINE (DBA INTERFAITH HOSPITALITY NETWORK OF THE 1449 DEKALB STREET NORRISTOWN PA 19401 PC HONORARIUM 500 GEORGE WASHINGTON CARVER COMMUNITY CENTER 249 E JACOBY STREET NORRISTOWN PA 19401 PC BUILDING LEADERSHIP IN DIFFERENT PERSPECTIVES 15000 GWYNEDD MERCY UNIVERSITY 1325 SUMNEYTOWN PIKE PO BOX 901 GWYNEDD VALLEY PA 194370901 PC OPERATING SUPPORT 2500 HOPEWORX INC 1210 STANBRIDGE STREET SUITE 600 NORRISTOWN PA 19401 PC BUILDING A SUSTAINABLE, VALUE-BASED INFRASTRUCTURE FOR THE FUTURE 19000 I CHOOSE TO WIN PO BOX 613 FORT WASHINGTON PA 19034 PC BLACK, INDIGENOUS, AND PEOPLE OF COLOR (BIPOC) STUDENT-LED CAMPAIGN TO REVERSE HOPE DEFICIT IN OUR YOUTH; OPERATING SUPPORT 7750 INDIAN VALLEY PUBLIC LIBRARY 100 E CHURCH AVENUE TELFORD PA 18969 PC HONORARIUM 500 KB FOUNDATION INC 2303 BRANDENBURG WAY KING OF PRUSSIA PA 19406 PC MONTGOMERY COUNTY YOUTH LEADERSHIP COUNCIL 15500 LANSDALE PUBLIC LIBRARY 301 VINE STREET LANSDALE PA 19446 PC LANSDALE PUBLIC LIBRARY 30000 MAKING A DIFFERENCE ECONOMICALLY INC (MADE) 439 E HIGH STREET POTTSTOWN PA 19464 PC MADE FOR THE TRADES (M4T) 15000 MANNA ON MAIN STREET 606 E MAIN STREET PO BOX 763 LANSDALE PA 19446 PC HONORARIUM 3500 MONTGOMERY COUNTY OPPORTUNITIES INDUSTRIALIZATION 1101 ARCH STREET NORRISTOWN PA 19401 PC HONORARIUM 3000 NEIGHBORS HELPING NEIGHBORS ON THE MAIN LINE 50 RITTENHOUSE PLACE ARDMORE PA 19003 PC OPERATING SUPPORT 30000 PENNSYLVANIA HEALTH ACCESS NETWORK (PHAN) 1501 CHERRY STREET PHILADELPHIA PA 19102 PC HERE FOR US SAFETY NET COALITION 40000 PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA 1144 LOCUST STREET PHILADELPHIA PA 19107 PC OPERATING SUPPORT 30000 SEACHANGE CAPITAL PARTNERS INC 1385 BROADWAY 23RD FLOOR NEW YORK NY 10018 PC GREATER PHILADELPHIA NONPROFIT REPOSITIONING FUND 25000 THE CENTER FOR LOSS AND BEREAVEMENT 3847 SKIPPACK PIKE PO BOX 1299 SKIPPACK PA 19474 PC OPERATING SUPPORT FOR THE EMOTIONAL WELL-BEING OF SPECIALIZED GRIEF COUNSELORS AND GROUP FACILITATORS IN THE MONTGOMERY COUNTY SAFETY NET 15000 THE PHILIP JAISOHN MEMORIAL FOUNDATION 6705 OLD YORK ROAD PHILADELPHIA PA 191262841 PC JAISOHN WELLNESS CENTER, ASIAN AMERICAN AND PACIFIC ISLANDER (AAPI) SENIOR COMMUNITY CENTER AND OUTREACH/NAVIGATION 15000 THE STRIVE INITIATIVE INC PO BOX 1511 POTTSTOWN PA 19464 PC OPERATING SUPPORT 15000 THE WELCOME PROJECT PA 350 S YORK ROAD HATBORO PA 19040 PC OPERATING SUPPORT 16000 THEATRE HORIZON 401 DEKALB STREET NORRISTOWN PA 19401 PC OPERATING SUPPORT 30000 TRICOUNTY COMMUNITY NETWORK 13 ARMAND HAMMER BLVD SUITE 102 POTTSTOWN PA 19464 PC RACIAL EQUITY LEARNING COMMUNITY; MONTCO 30% PROJECT 102500 WILLOW GROVE COMMUNITY DEVELOPMENT CORPORATION 210 CEDAR AVENUE PO BOX 1097 WILLOW GROVE PA 19090 PC BRIDGING THE GAP IN UPPER MORELAND AND EASTERN MONTGOMERY COUNTY 30000 WINGS OF VICTORY OUTREACH CORPORATION 1200 E HIGH STREET SUITE 208 POTTSTOWN PA 19464 PC POTTSTOWN HOUSING EMPOWERMENT NETWORK 15000 675750 0 14 10466 14 741531 18 1444925 RENTAL INCOME 385908 INTEREST ON PROGRAM-RELATED INVESTMENTS 14 2000 OTHER INCOME 01 59235 0 2258157 385908 2644065 11A RENTAL INCOME FROM NON-PROFIT CENTER WHICH HOUSES THE FOUNDATION AND FIVE UNRELATED HEALTH & HUMAN SERVICE AGENCIES SERVING MONTGOMERY COUNTY. 0 0 0 0 0 0 0 0 0 0 X X 1 MARY SPIERS TRUST CO WELLS FARGO WEALTH MGT ONE WEST FOURTH ST D4000-0062 WINSTONSALEM NC 27101 13500 X ACCOUNTING/AUDIT EXPENSE 49817 0 0 44267 LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND FOUNDATION MANAGERS FORM 990-PF, PART VIII: THE INDIVIDUALS ON FORM 990-PF, PART VII, LINE 1 (STATEMENT 17) THAT HAVE A TITLE THAT INCLUDES MANAGER SERVE ON THE BOARD OF MANAGERS, WHICH IS THE GOVERNING BODY OF 2506, LLC. AMERICAN CENTURY HIGH INCOME FUND, 63,481.053 SH 539589 539589 ARISTOTLE FUNDS FLOATING RATE INC I, 57,037.084 SH 542993 542993 VANGUARD SHORT TERM INFLATION 27,376.832 SH 666388 666388 VANGUARD TOTAL BOND MARKET INDEX ADM, 240,436.130 SH 2279336 2279336 FIDELITY LARGE-CAP GROWTH INDEX FUND, 18,862.701 SH 671512 671512 FIDELITY SMALL-CAP INDEX FUND, 17,034.068 SH 434096 434096 KOPERNIK GLOBAL ALL-CAP FUND, LTD, 112,225.327 SH 1311914 1311914 VANGUARD BALANCED INDEX FUND, 7,731.533 SH 366320 366320 VANGUARD DEVELOPED MARKETS IDX, 372,180.824 SH 5907688 5907688 VANGUARD EMERGING MKTS STOCK IDX ADM, 35,764.384 SH 1305758 1305758 VANGUARD ENERGY INDEX FD ADM, 6,542.274 SH 420562 420562 VANGUARD MATERIALS IDX ADM, 4,311.490 SH 425144 425144 VANGUARD REAL ESTATE INDEX ADM, 11,437.028 SH 1375689 1375689 VANGUARD TOTAL STK MKT IND, 70,537.043 SH 9221555 9221555 ARTISAN GLOBAL OPPS FUND LP, 1,980,000 SH FMV 2657728 2657728 BHDG SYSTEMATIC TRADING FUND, 3,977.886 SH FMV 607118 607118 FIRST EAGLE GLOBAL EQUITY FUND LP, 2,654.221 SH FMV 3653388 3653388 FIRST EAGLE INSTITUTIONAL GOLD FUND LP, 1000.550 SH FMV 1191334 1191334 KKR DIVERSIFIED CORE INFRA A SR, 1,386.180 SH FMV 1696763 1696763 KOHINOOR SERIES (CAYMAN) FUND, 617.594 SH FMV 614688 614688 LCP X (OFFSHORE) LP, 715,814 SH FMV 729991 729991 NORTH PENN HOSPITAL DEFERRED COMPENSATION PLAN FMV 365734 365734 SCULPTOR CREDIT OPP OVERSEAS FUND LP, 664,109.408 SH FMV 921210 921210 LAND 1906479 0 1906479 1906479 LAND IMPROVEMENTS 712599 639483 73116 73116 BUILDING 4671452 1920741 2750711 2750711 LEASEHOLD IMPROVEMENTS 924517 920782 3735 3735 FURNITURE, FIXTURES AND EQUIPMENT 552470 417645 134825 134825 CONSTRUCTION IN PROGRESS 204960 0 204960 204960 LEGAL EXPENSES 22839 0 0 25872 BENEFICIAL INTEREST IN REMAINDER TRUST 1091827 1178008 1178008 BENEFICIAL INTEREST IN PERPETUAL TRUST 197183 202777 202777 PROGRAM-RELATED INVESTMENTS 400000 400000 INTEREST RATE SWAP 5306 CHANGE IN VALUE OF INTEREST RATE SWAP 5306 OFFICE SUPPLIES & COMPUTER MAINTENANCE 5116 0 0 1254 TELEPHONE & COMMUNICATIONS 100577 0 0 99650 INSURANCE 25260 0 0 26418 DUES & SUBSCRIPTIONS 22668 0 0 18510 MISCELLANEOUS 2065 0 0 1472 PARTNERSHIP EXPENSES 0 50167 0 0 LP 84-4305167 6828 LP 85-2758350 -83 LP 85-3749025 -3813 LP 88-2916989 -278 RENTAL INCOME 385908 385908 385908 INTEREST ON PROGRAM-RELATED INVESTMENTS 2000 2000 0 OTHER INCOME 59235 0 0 UNREALIZED GAIN ON SECURITIES 2591586 CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 86181 CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 5594 LIABILITIES IN RELATION TO NORTH PENN HOSPITAL 368111 365734 TENANT SECURITY DEPOSITS 13530 13530 DEFERRED TAX LIABILITY 43374 35513 PROGRAMMATIC/BOARD/OTHER CONSULTING 244306 30000 0 210014 INVESTMENT FEES 109928 109928 0 0 FEDERAL EXCISE TAXES 17697 0 0 0 FOREIGN TAXES PAID OR ACCRUED 0 13609 0 0