Civic Intelligence

The Lenfest Inst for Journalism Spe Asset Fund of the Phl Foundation

990 • Fiscal year 2012 • EIN 04-3731829

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 05, 2013

Organization ProfileN/A
1234 Market Street No 180019107
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$23,993,917

Flat from 2012

Net Assets

Flat

$21,553,414

Flat from 2012

Liabilities

Flat

$2,440,503

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$7,364,530

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $7,405Liabilities 2010: $7,405Net Assets 2010: $02010Assets 2011: $15,256,000Liabilities 2011: $0Net Assets 2011: $15,256,0002011Assets 2012: $23,993,917Liabilities 2012: $2,440,503Net Assets 2012: $21,553,4142012Assets 2012: $23,993,917Liabilities 2012: $2,440,503Net Assets 2012: $21,553,4142012Assets 2013: $21,914,694Liabilities 2013: $26,242Net Assets 2013: $21,888,4522013Assets 2014: $1,581,558Liabilities 2014: $1,588Net Assets 2014: $1,579,9702014Assets 2015: $35,135,447Liabilities 2015: $0Net Assets 2015: $35,135,4472015Assets 2016: $57,016,345Liabilities 2016: $334,937Net Assets 2016: $56,681,4082016Assets 2017: $61,300,526Liabilities 2017: $713,736Net Assets 2017: $60,586,7902017Assets 2018: $100,598,800Liabilities 2018: $900,563Net Assets 2018: $99,698,2372018Assets 2019: $105,118,770Liabilities 2019: $7,463,771Net Assets 2019: $97,654,9992019Assets 2020: $97,432,232Liabilities 2020: $5,859,295Net Assets 2020: $91,572,9372020Assets 2021: $99,634,192Liabilities 2021: $4,880,799Net Assets 2021: $94,753,3932021Assets 2022: $107,280,135Liabilities 2022: $4,625,558Net Assets 2022: $102,654,5772022Assets 2023: $124,527,937Liabilities 2023: $3,788,099Net Assets 2023: $120,739,8382023Assets 2024: $133,928,628Liabilities 2024: $5,672,646Net Assets 2024: $128,255,9822024

Highlighted filing

2012

Assets$23,993,917
Liabilities$2,440,503
Net Assets$21,553,414
Open 2012 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20M-$40MExpenses 2010: $429,4492010Expenses 2011: $02011Expenses 2012: $7,364,5302012Revenue 2012: $14,820,785Expenses 2012: $7,364,530Net Income 2012: $7,456,2552012Revenue 2013: $3,641,746Expenses 2013: $2,349,072Net Income 2013: $1,292,6742013Revenue 2014: $3,222,796Expenses 2014: $23,767,127Net Income 2014: -$20,544,3312014Revenue 2015: $34,876,624Expenses 2015: $1,927,111Net Income 2015: $32,949,5132015Revenue 2016: $22,615,026Expenses 2016: $1,069,065Net Income 2016: $21,545,9612016Revenue 2017: $7,899,693Expenses 2017: $5,467,437Net Income 2017: $2,432,2562017Revenue 2018: $51,599,715Expenses 2018: $9,759,033Net Income 2018: $41,840,6822018Revenue 2019: $25,125,953Expenses 2019: $28,688,218Net Income 2019: -$3,562,2652019Revenue 2020: $21,750,954Expenses 2020: $30,909,697Net Income 2020: -$9,158,7432020Revenue 2021: $14,397,650Expenses 2021: $16,429,153Net Income 2021: -$2,031,5032021Revenue 2022: $41,516,736Expenses 2022: $21,565,100Net Income 2022: $19,951,6362022Revenue 2023: $31,951,841Expenses 2023: $21,808,175Net Income 2023: $10,143,6662023Revenue 2024: $26,054,320Expenses 2024: $22,756,190Net Income 2024: $3,298,1302024

Highlighted filing

2012

Revenue-
Expenses$7,364,530
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 5, 2013
Return Version
2012v2.1
Gross Receipts
$14,820,785
Mission and Program Overview

Mission

Receive, manage and distribute assets, primarily illiquid assets, in support of the philadelphia foundation.

Filing and Contact Details

Filer

EIN
04-3731829
Raw XML AppendixShowing 400 of 1,077 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/EOY040503
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0RECEIVE, MANAGE AND DISTRIBUTE ASSETS, PRIMARILY ILLIQUID ASSETS, IN SUPPORT OF THE PHILADELPHIA FOUNDATION.
IRS990/AddressPrincipalOfficerUS/AddressLine101234 MARKET ST SUITE 1800
IRS990/AddressPrincipalOfficerUS/City0PHILADELPHIA
IRS990/AddressPrincipalOfficerUS/State0PA
IRS990/AddressPrincipalOfficerUS/ZIPCode019107
IRS990/AllOtherContributions07348560
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY07405
IRS990/CashNonInterestBearing/EOY0514737
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear07348560
IRS990/ContributionsGrantsPriorYear015256000
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions01
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0RECEIVE, MANAGE AND DISTRIBUTE ASSETS, PRIMARILY ILLIQUID ASSETS, IN SUPPORT OF THE PHILADELPHIA FOUNDATION.
IRS990/DisregardedEntity00
IRS990/DistributionToDonor00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds01
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense04887528
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ProgramServices01200
IRS990/FeesForServicesAccounting/Total01200
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral070882
IRS990/FeesForServicesInvstMgmntFees/Total070882
IRS990/FeesForServicesLegal/ProgramServices014493
IRS990/FeesForServicesLegal/Total014493
IRS990/FeesForServicesOther/ProgramServices0187
IRS990/FeesForServicesOther/Total0187
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek60.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek70.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek80.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek90.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek100.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek110.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek120.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek130.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek140.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek150.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek161.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek171.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek181.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated21.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated111.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated121.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated131.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated141.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated151.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated1635.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated1735.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated1835.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector15X
IRS990/Form990PartVIISectionA/NamePerson0KATE S ALLISON
IRS990/Form990PartVIISectionA/NamePerson1LAWRENCE J BEASER ESQ
IRS990/Form990PartVIISectionA/NamePerson2WILLIAM BULLITT ESQ
IRS990/Form990PartVIISectionA/NamePerson3ANTHONY J CONTI CPA
IRS990/Form990PartVIISectionA/NamePerson4PATRICIA A COULTER
IRS990/Form990PartVIISectionA/NamePerson5N NINA AHMAD PHD
IRS990/Form990PartVIISectionA/NamePerson6ALAN HIRSIG
IRS990/Form990PartVIISectionA/NamePerson7FRANCIS MIRABELLO
IRS990/Form990PartVIISectionA/NamePerson8FREDERICK J M LAVALLEY ESQ
IRS990/Form990PartVIISectionA/NamePerson9ROSELINE H MARSTON
IRS990/Form990PartVIISectionA/NamePerson10RICHARD NEGRIN ESQ
IRS990/Form990PartVIISectionA/NamePerson11R DUANE PERRY
IRS990/Form990PartVIISectionA/NamePerson12EMILY CONNELLY RILEY
IRS990/Form990PartVIISectionA/NamePerson13STEVEN L SANDERS
IRS990/Form990PartVIISectionA/NamePerson14JOHN NIHILL
IRS990/Form990PartVIISectionA/NamePerson15ELIZABETH LEEBRON TUTELMAN PHD
IRS990/Form990PartVIISectionA/NamePerson16R ANDREW SWINNEY
IRS990/Form990PartVIISectionA/NamePerson17PATRICIA MELLER
IRS990/Form990PartVIISectionA/NamePerson18BIA VIEIRA
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/Officer6X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation120
IRS990/Form990PartVIISectionA/OtherCompensation130
IRS990/Form990PartVIISectionA/OtherCompensation140
IRS990/Form990PartVIISectionA/OtherCompensation150
IRS990/Form990PartVIISectionA/OtherCompensation1635259
IRS990/Form990PartVIISectionA/OtherCompensation1720442
IRS990/Form990PartVIISectionA/OtherCompensation1823143
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization150
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization160
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization170
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization180
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs16249808
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs17159600
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs18148004
IRS990/Form990PartVIISectionA/Title0BOARD VICE CHAIR
IRS990/Form990PartVIISectionA/Title1BOARD CHAIR
IRS990/Form990PartVIISectionA/Title2TREASURER
IRS990/Form990PartVIISectionA/Title3BOARD MEMBER
IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
IRS990/Form990PartVIISectionA/Title5BOARD MEMBER
IRS990/Form990PartVIISectionA/Title6BOARD MEMBER
IRS990/Form990PartVIISectionA/Title7BOARD MEMBER
IRS990/Form990PartVIISectionA/Title8BOARD MEMBER
IRS990/Form990PartVIISectionA/Title9BOARD MEMBER
IRS990/Form990PartVIISectionA/Title10BOARD MEMBER
IRS990/Form990PartVIISectionA/Title11VICE CHAIR
IRS990/Form990PartVIISectionA/Title12BOARD MEMBER
IRS990/Form990PartVIISectionA/Title13BOARD MEMBER
IRS990/Form990PartVIISectionA/Title14BOARD MEMBER
IRS990/Form990PartVIISectionA/Title15BOARD MEMBER
IRS990/Form990PartVIISectionA/Title16PRESIDENT
IRS990/Form990PartVIISectionA/Title17VP FOR FINANCE & ADMINISTR
IRS990/Form990PartVIISectionA/Title18VP PHILANTHROPIC SERVICES
IRS990/Form990ProvidedToGoverningBody01
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementConsolidated0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/Grants04871000
IRS990/GrantsAndSimilarAmntsCY04871000
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToDomesticOrgs/ProgramServices04871000
IRS990/GrantsToDomesticOrgs/Total04871000
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts014820785
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIX0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear07472225
IRS990/InvestmentIncome/ExclusionAmount037290
IRS990/InvestmentIncomePriorYear00
IRS990/InvestmentIncome/TotalRevenueColumn07472225
IRS990/InvestmentIncome/UnrelatedBusinessRevenue07434935
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY011856000
IRS990/InvestmentsOtherSecurities/EOY020492560
IRS990/InvestmentsPubTradedSecurities/EOY02227429
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0RECEIVE, MANAGE AND DISTRIBUTE ASSETS, PRIMARILY ILLIQUID ASSETS, IN SUPPORT OF THE PHILADELPHIA FOUNDATION.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0R ANDREW SWINNEY
IRS990/NbrIndependentVotingMembers016
IRS990/NbrVotingGoverningBodyMembers016
IRS990/NbrVotingMembersGoverningBody016
IRS990/NetAssetsOrFundBalancesBOY015256000
IRS990/NetAssetsOrFundBalancesEOY021553414
IRS990/NetUnrelatedBusinessTxblIncome06297112
IRS990/NoncashContributions06698560
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109602
IRS990/NumberIndependentVotingMembers016
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/ProgramServices0398
IRS990/OfficeExpenses/Total0398
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY03392595
IRS990/OtherAssetsTotal/EOY00
IRS990/OtherExpensePriorYear00
IRS990/OtherExpensesCurrentYear02493530
IRS990/OtherExpenses/Description0UBI TAX
IRS990/OtherExpenses/Description1MISCELLANEOUS
IRS990/OtherExpenses/ManagementAndGeneral02406120
IRS990/OtherExpenses/ProgramServices0250
IRS990/OtherExpenses/Total02406120
IRS990/OtherExpenses/Total1250
IRS990/OtherLiabilities/EOY02400000
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear022773
IRS990/OtherWebsite0X
IRS990/OwnWebsite0X
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0-3114149
IRS990/ReconcilationRevenueExpenses07456255
IRS990/ReconciliationUnrealizedInvest01955308
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY07456255
IRS990/RevenuesLessExpensesPriorYear015278773
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/EOY0759191
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0231581832
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10THE PHILADELPHIA FOUNDATION
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization08
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/AggregateDAFValue021553414
IRS990ScheduleD/DisclosedForCharitablePurposes01
IRS990ScheduleD/DisclosedOrgsLegalControl01
IRS990ScheduleD/DonorAdvisedContributions07348560
IRS990ScheduleD/FederalIncomeTaxLiability02400000
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE PHILADELPHIA FOUNDATION (TPF), THE PHILADELPHIA FOUNDATION, INC. (TPF, INC.), TPF SPECIAL ASSETS FUND (SAF), AND QUEEN'S JUBILEE EDUCATION FOUNDATION (QJEF) (THESE FOUR ENTITIES COMPRISE THE FOUNDATION) ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). TPF IS TREATED AS A PUBLICLY SUPPORTED, TAX-EXEMPT COMMUNITY FOUNDATION AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE CODE. IN ADDITION, THE IRS HAS DETERMINED THAT TPF, INC. IS A COMPONENT PART OF TPF AND IS EXEMPT AS SUCH. SAF IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF TPF UNDER SECTION 509(A)(1) OF THE CODE. QJEF IS RECOGNIZED AS A PUBLICLY SUPPORTED TAX EXEMPT ORGANIZATION AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE CODE. CERTAIN UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL INCOME TAXES. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION ENGAGES IN INVESTMENTS THAT PRODUCE UNRELATED BUSINESS INCOME. THE ASSOCIATED UNRELATED BUSINESS INCOME TAX IS GENERATED PRIMARILY FROM EARNINGS ON LEVERAGED INVESTMENTS AS WELL AS OWNERSHIP OF S-CORPORATION STOCK. AS OF DECEMBER 31, 2012, ACCRUED UNRELATED BUSINESS INCOME TAX, PRIMARILY GENERATED ON EARNINGS FROM DISTRIBUTIONS OF S-CORPORATION STOCK, WAS $2,400,000 AND IS INCLUDED IN ACCOUNTS PAYABLE AND ACCRUED LIABILITIES IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION. TPF, TPF, INC., SAF'S, AND QJEF'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE YEARS 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/GrantsPaidFromDonorFunds04871000
IRS990ScheduleD/NumberDAFsHeld01
IRS990ScheduleD/OtherSecurities/BookValue020492560
IRS990ScheduleD/OtherSecurities/Description02,117 SHARES AMERICAN REFINING GROUP, INC.
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/TotalOfAmounts02400000
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities020492560
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE PHILADELPHIA FOUNDATION REVIEWS ALL GRANT APPLICATIONS AND PERFORMS THE FOLLOWING DUE DILIGENCE: 1)ENSURES ORGANIZATION HAS A VALID PUBLIC CHARITY STATUS 2)REVIEWS APPLICANT'S FINANCIAL INFORMATION INCLUDING AUDITED FINANCIAL, FORM 990 AN ANNUAL REPORT (IF AVAILABLE) UPON RECEIPT OF A GRANT AWARD NOTIFICATION, THE GRANTEE MUST SIGN A CERTIFICATION INDICATING THAT THE FUNDS WILL BE USED FOR THE INTENDED PURPOSE. THE GRANTEE IS ALSO ADVISED OF ANY FURTHER GRANT REPORTING REQUIREMENT AND DEADLINES. ALL REPORTING REQUIREMENTS MUST BE MET BEFORE THE GRANTEE CAN REAPPLY.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10920 U STREET NW
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11100 FOUR FALLS CORPORATE CENTER
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine12100 FOUR FALLS CORPORATE CENTER
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine131700 NORTH MOORE STREET SUITE 2000
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine14PO BOX 340
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine151314 RHODE ISLAND AVENUE NW 2
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine16155 EAST LANCASTER
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine17155 EAST LANCASTER
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine18PO BOX 153 10 MARILYN HORNE WAY
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine19300 CAMPUS DRIVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine110116 INTERSTATE PARKWAY
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine111181 NORTH 11TH STREET SUITE 402
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1127548 SUNNYSIDE AVE N
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine113PO BOX 616
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11481 CHURCH HILL ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1153050 POST OAK BLVD SUITE 550
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine116494 EIGHTH AVENUE 2ND FLOOR
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine117PO BOX 4847
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine118250 SOUTH 16TH STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine119250 SOUTH 16TH STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1204548 MARKET STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1211901 VINE STREET SUITE 111
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine122MEX 22033 PO BOX 25385
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine123920 YOUNGSFORD ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1242253 THIRD AVENUE 2ND FLOOR
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine125621 GEORGETOWN PLACE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine12620 CHURCH STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1275900 BALTIMORE AVENUE 206
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine128123 SOUTH BROAD STREET SUITE 815
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine129450 SERRA MALL BLDG 160
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine130995 MARKET STREET SUITE 1115
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine13159 BOYLSTON STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1321819 JFK BOULEVARD SUITE 210
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine133111 S INDEPENDENCE MALL EAST SUITE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine134253 WEST 35TH STREET 11TH FLOOR
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine135253 WEST 35TH STREET 11TH FLOOR
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1361002 OREILLY AVENUE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine137814 YARROW STREET

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,993,917
Liabilities
$2,440,503
Net assets
$21,553,414
Revenue
-
Expenses
$7,364,530
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$134$5.67$128$26.1$22.8$3.30
2023Detailed filing. Detailed filing data is available for this year.$125$3.79$121$32.0$21.8$10.1
2022Detailed filing. Detailed filing data is available for this year.$107$4.63$103$41.5$21.6$20.0
2021Detailed filing. Detailed filing data is available for this year.$99.6$4.88$94.8$14.4$16.4$2.03
2020Detailed filing. Detailed filing data is available for this year.$97.4$5.86$91.6$21.8$30.9$9.16
2019Detailed filing. Detailed filing data is available for this year.$105$7.46$97.7$25.1$28.7$3.56
2018Detailed filing. Detailed filing data is available for this year.$101$0.90$99.7$51.6$9.76$41.8
2017Detailed filing. Detailed filing data is available for this year.$61.3$0.71$60.6$7.90$5.47$2.43
2016Detailed filing. Detailed filing data is available for this year.$57.0$0.33$56.7$22.6$1.07$21.5
2015Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$34.9$1.93$32.9
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$3.22$23.8$20.5
2013Detailed filing. Detailed filing data is available for this year.$21.9$0.03$21.9$3.64$2.35$1.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$2.44$21.6$7.36
2012Summary only. Only limited summary data is available for this year.$24.0$2.44$21.6$14.8$7.36$7.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.00$15.3$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.01$0.00$0.43