2026-04-28T10:40:42-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-07-01 463109411 CULTURETRUST GREATER PHILADELPHIA CULT 2678753312 1315 WALNUT STREET 300 PHILADELPHIA PA 19107 MELINDA STEFFY CO-EXECUTIVE DIRECTOR 2678753312 2026-04-27 1 0 LUKE BURNETT P01079018 9786202000 2026-04-21 2024 2025-03-06 01:10:19Z MELINDA STEFFY 1315 WALNUT STREET 300 PHILADELPHIA PA 19107 6759576 0 X WWW.CULTUREWORKSPHILA.ORG X 2013 PA PROVIDES A CHARITABLE HOME & SHARED MANAGEMENT RESOURCES TO FISCALLY SPONSORED CULTURAL PROJECTS. 12 10 85 179 0 0 5598335 5849511 693927 725471 0 0 4048 69030 6296310 6644012 1304097 1344971 0 0 3074328 3679513 77155 54066 54066 1850340 1841012 6305920 6919562 -9610 -275550 5110826 4878897 651558 695179 4459268 4183718 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 6093637 1344971 725471 FISCAL SPONSORSHIP: CULTURETRUST (THE "TRUST") IS AN INDEPENDENT CHARITABLE TRUST MANAGED BY CULTUREWORKS GREATER PHILADELPHIA. IN FY25, THE TRUST SERVED AS THE LEGAL, FINANCIAL, AND ADMINISTRATIVE HOME FOR 99 FISCALLY SPONSORED PROJECTS ACROSS THE ARTS, CULTURE, HERITAGE, AND SOCIAL IMPACT SECTORS. PROJECTS SHARE THE TRUST'S NONPROFIT STATUS AND RECEIVE MANAGEMENT RESOURCES AND BACK-OFFICE SUPPORT FROM CULTUREWORKS, THE TRUST ADMINISTRATOR, WHICH ALLOWS PROJECTS TO INCREASE OPERATIONAL EFFICIENCY IN SUPPORT OF THEIR OWN MISSIONS. THE TRUST DOES NOT RUN ITS OWN PROGRAMMING; ALL REVENUES AND EXPENSES ARE RELATED TO THE ACTIVITIES OF FISCALLY SPONSORED PROJECTS THEMSELVES. THE TRUST AND TRUST ADMINISTRATOR STEWARD PROJECT FUNDS AND ENSURE COMPLIANCE WITH CHARITABLE GUIDELINES. 6093637 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 1 1 0 0 1 1 0 0 0 1 356 0 1 85 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 1 1 1 1 0 PA X X X THE ORGANIZATION 2678753312 1315 WALNUT STREET SUITE 300 PHILADELPHIA PA 19107 MELINDA STEFFY CO-EXECUTIVE DIRECTOR 20.00 20.00 X 0 102029 8742 ARIEL SHELTON CO-EXECUTIVE DIRECTOR 8.00 32.00 X 0 101229 8061 TAILINH AGOYO DIRECTOR (UNTIL JULY 2024) 40.00 2.00 X 71760 0 0 MARANGELI MEJIA-RABELL CO-CHAIR 20.00 1.00 X X 56000 0 0 JOEY LEROUX SECRETARY 10.00 1.00 X X 6000 0 0 MICHELE WALLS CO-CHAIR 1.00 1.00 X X 0 0 0 MARK COMEROTA TREASURER 1.00 1.00 X X 0 0 0 DAWN FRISBY-BYERS DIRECTOR 1.00 1.00 X 0 0 0 ROBERTA JOHNSON DIRECTOR 1.00 1.00 X 0 0 0 THERESA JACKSON DIRECTOR 1.00 1.00 X 0 0 0 KAROL MASON DIRECTOR 1.00 1.00 X 0 0 0 ANNIE CHIU-MCCABE DIRECTOR 1.00 1.00 X 0 0 0 KEN METZNER DIRECTOR 1.00 1.00 X 0 0 0 CARALYN SPECTOR DIRECTOR 1.00 1.00 X 0 0 0 TIFFANY DOLAN DIRECTOR (BEGAN OCT. 2024) 1.00 1.00 X 0 0 0 133760 203258 16803 0 0 0 0 CULTUREWORKS GREATER PHILADELPHIA 1315 WALNUT STREET PHILADELPHIA PA 19107 MANAGEMENT SERVICES 743019 1 492068 5357443 48284 5849511 PROFESSIONAL FEES 900099 547381 547381 ADMISSIONS 900099 178090 178090 725471 167457 115564 51893 51893 OTHER REVENUE 900099 17137 17137 17137 6644012 725471 0 69030 1195505 1195505 149466 149466 76610 76610 3294926 2980934 313992 116313 87693 28620 191664 144502 47162 15592 15592 331 331 54066 54066 459700 397879 61821 101100 94675 6425 43849 25384 18465 265559 156379 109180 302684 285611 17073 5655 5655 7984 7984 65924 35640 30284 PROJECT SUPPLIES 442125 419300 22825 DONATED MATERIALS 48284 48284 MISCELLANEOUS 31047 28606 2441 51178 43779 7399 6919562 6093637 771859 54066 3916968 2870124 992044 1819803 92753 74712 48772 41397 15359 7375 93702 106883 5110826 4878897 549646 582275 101912 112904 651558 695179 X 2614176 1508779 1845092 2674939 4459268 4183718 5110826 4878897 -275550 0 X 0 1 X 1 0 X 8751886 3676260 6066365 5598335 5801227 29894073 8751886 3676260 6066365 5598335 5801227 29894073 13467211 16426862 4048 17137 21185 29915258 1586855 0.54910 0.58500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2023 AMOUNT: $ 4,048. 2024 AMOUNT: $ 17,137. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48772 41397 7375 7375 LEASE LIABILITY (SHORT-TERM) 61162 LEASE LIABILITY (LONG-TERM) 51742 112904 X 7027751 268175 115564 383739 6644012 0 6644012 7303301 268175 115564 383739 6919562 0 6919562 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS X X X X X X 1 RHODES FUNDRAISING LLC 237 TRENT ROAD WYNNEWOOD PA 19096 GRANT WRITING & ORGANIZATIONAL 0 0 15000 -15000 MDHECKER CONSULTING LLC 265 E SLOCUM STREET PHILADELPHIA PA 19119 GRANT WRITING & ORGANIZATIONAL 0 0 10763 -10763 BETH WARSHAW 1815 MCCLELLAN STREET PHILADELPHIA PA 19145 GRANT WRITING & ORGANIZATIONAL 0 0 7375 -7375 JENNIFER MCCLAIN 1037 NE 65TH STREET 81585 SEATTLE WA 98115 GRANT WRITING & ORGANIZATIONAL 0 0 6000 -6000 LINDA KRONFELD 3927 NETHERFIELD ROAD PHILADELPHIA PA 19129 GRANT WRITING & ORGANIZATIONAL 0 0 5000 -5000 44138 -44138 PA 1 HISTORY MAKING PRODUCTIONS 340 NORTH 12TH STREET PHILADELPHIA PA 19107 262823347 501(3) 444457 0 GRANTS FOR ARTS PROJECTS. PRESENTE MEDIA LLC 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 933022605 501(3) 142552 0 GRANTS FOR ARTS PROJECTS. ARTPHILLY INC 1315 WALNUT STREET SUITE 1000 PHILADELPHIA PA 19107 331289358 501(3) 339686 0 GRANTS FOR ARTS PROJECTS. GET FRESH DAILY LLC 101 CARPENTER LANE 3W PHILADELPHIA PA 19119 920251955 501(3) 68280 0 GRANTS FOR ARTS PROJECTS. RED PEN ARTS LLC 208 CARPENTER STREET REAR PHILADELPHIA PA 19147 038774890 501(3) 44729 0 GRANTS FOR ARTS PROJECTS. DISCOVERY PATHWAYS 1211 FITZGERALD STREET PHILADELPHIA PA 19148 850979344 501(3) 12510 0 GRANTS FOR ARTS PROJECTS. GLEN FOERD ON THE DELAWARE 5001 GRANT AVENUE PHILADELPHIA PA 19114 222490682 501(3) 32700 0 GRANTS FOR ARTS PROJECTS. URBANPROMISE MINISTRIES INC PO BOX 1479 CAMDEN NJ 08105 223229121 501(3) 30700 0 GRANTS FOR ARTS PROJECTS. SOTOMAYOR PRODUCTIONS DEVELOPMENT LLC 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 932282548 501(3) 23819 0 GRANTS FOR ARTS PROJECTS. INTI MEDIA 1315 WALNUT ST SUITE 300 PHILADELPHIA PA 19107 463109411 501(3) 21094 0 GRANTS FOR ARTS PROJECTS. DIASPORA PRODUCTIONS LLC 5029 HAZEL AVE APT 1 PHILADELPHIA PA 19143 999999999 501(3) 10000 0 GRANTS FOR ARTS PROJECTS. 11 0 CASH GRANT 8 149466 PART I, LINE 2: CULTURETRUST'S MODEL C FISCAL SPONSORSHIP IS A REGRANTING RELATIONSHIP, IN WHICH CULTURETRUST RECEIVES GRANT FUNDS AND REGRANTS THEM TO INDIVIDUALS/ENTITIES IN COMPLIANCE WITH THE GRANT TERMS. CULTURETRUST REQUIRES DOCUMENTATION FOR ALL EXPENSES RELATED TO GRANT DISBURSEMENTS. X 1 100 SALE OF COMPARABLE PROP X 590 SALE OF COMPARABLE PROP X 20000 SALE OF COMPARABLE PROP X 4500 SALE OF COMPARABLE PROP X OTHER 0 23094 SALE OF COMPARABLE P 0 0 1 0 FORM 990, PART III, LINE 4A FISCAL SPONSORSHIP: CULTURETRUST (THE "TRUST") IS AN INDEPENDENT CHARITABLE TRUST MANAGED BY CULTUREWORKS GREATER PHILADELPHIA. IN FY25, THE TRUST SERVED AS THE LEGAL, FINANCIAL, AND ADMINISTRATIVE HOME FOR 99 FISCALLY SPONSORED PROJECTS ACROSS THE ARTS, CULTURE, HERITAGE, AND SOCIAL IMPACT SECTORS. PROJECTS SHARE THE TRUST'S NONPROFIT STATUS AND RECEIVE MANAGEMENT RESOURCES AND BACK-OFFICE SUPPORT FROM CULTUREWORKS, THE TRUST ADMINISTRATOR, WHICH ALLOWS PROJECTS TO INCREASE OPERATIONAL EFFICIENCY IN SUPPORT OF THEIR OWN MISSIONS. THE TRUST DOES NOT RUN ITS OWN PROGRAMMING; ALL REVENUES AND EXPENSES ARE RELATED TO THE ACTIVITIES OF FISCALLY SPONSORED PROJECTS THEMSELVES. THE TRUST AND TRUST ADMINISTRATOR STEWARD PROJECT FUNDS AND ENSURE COMPLIANCE WITH CHARITABLE GUIDELINES. 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 990 ARE PUBLICLY AVAILABLE ONLINE AT CULTUREWORKSPHILA.ORG OR BY REQUEST. 990 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 16893 15072 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 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1