2024-01-26T14:39:23-06:00 2023-06-30 231518888 MAILLIE LLP 500 NORTH LEWIS RD LIMERICK PA 19468 990PF 2022-07-01 232912035 PHOENIXVILLE COMMUNITY HEALTH FOUNDATION PHOE 6109179890 821 GAY STREET PHOENIXVILLE PA 19460 TAMELA LUCE PRESIDENT 6109179890 2024-01-17 1 TAMELA LUCE 999009999 0 GREGORY S CARE CPA P01409701 6109351420 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 57212852 X 162594 1977947 1977947 1977947 -5116 4382319 0 2135425 1977947 1977947 138409 0 0 138409 153856 0 0 153856 41145 0 0 41145 3331 0 0 3331 13500 0 0 13500 21201 0 0 21201 67660 0 0 67660 25647 0 25647 33765 0 0 33765 3445 0 0 3445 206911 88352 0 118559 708870 88352 25647 594871 1879201 1879201 2588071 88352 25647 2474072 -452646 1889595 1952300 435462 2169312 2169312 366514 366514 8000 8000 8000 11002 8917 8917 38916512 39348048 39348048 13499075 14799737 14799737 966127 453803 537971 512324 512324 53400022 57212852 57212852 21967 2439 0 125 21967 2564 X 51310723 55142956 2067332 2067332 53378055 57210288 53400022 57212852 53378055 -452646 4284879 57210288 0 57210288 VANGUARD BROKERAGE ACCOUNT 2022-07-01 2022-06-30 4382319 4387435 -5116 -5116 -5116 0 26265 0 26265 0 26265 80000 0 0 0 80000 18 53717 26280 27437 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 WWW.PCHF1.ORG TAMELA LUCE 6109179890 821 GAY STREET PHOENIXVILLE PA 19460 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JESSICA CAPISTRANT 410 W ANDERSON AVENUE PHOENIXVILLE PA 19460 CHAIR 1.00 0 0 0 BROOKE GINTY 353 WASHINGTON AVENUE PHOENIXVILLE PA 19460 VICE CHAIR 1.00 0 0 0 CHARLES HENRY 120 SUMMIT DRIVE PHOENIXVILLE PA 19460 TREASURER 1.00 0 0 0 JULIAN MCCRACKEN 1001 GAY STREET PHOENIXVILLE PA 19460 SECRETARY 1.00 0 0 0 JONATHAN EWALD 134 STARR STREET PHOENIXVILLE PA 19460 BOROUGH REP. 1.00 0 0 0 BARBARA O'CONNOR 408 ABBEY LANE PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 REV LEE PACZULLA 45 N MAIN STREET PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 CHELSEA PERUGINI 982 SPRING CITY ROAD PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 MARIA SCHWAB 132 FAIRFAX COURT PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 DOLORES WINSTON 237 HIGH STREET PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 NICHOLAS BUCCI 15 OVERLOOK CIRCLE PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 FRANK GIARDINA 231 BEACON DRIVE PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 TASHIR KASSAM 4513 STATE RD PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 ALLEN KRAMER 31 KENALCON DRIVE PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 CAROLYN MAYINJA 115 VERDANT DRIVE PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 RICHARD DOWNS 415 COUNTRY CLUB ROAD PHOENIXVILLE PA 19460 EMERITUS 1.00 0 0 0 JAMES READING 1077 BALFOUR CIRCLE PHOENIXVILLE PA 19460 EMERITUS 1.00 0 0 0 RICHARD KUNSCH SR 32 MEADOWBROOK LANE PHOENIXVILLE PA 19460 EMERITUS/ASST. TREASURER 1.00 0 0 0 TAMELA LUCE 821 GAY STREET PHOENIXVILLE PA 19460 CEO 40.00 138409 0 0 TAMELA LUCE 821 GAY STREET PHOENIXVILLE PA 19460 PRESIDENT/CEO 40.00 125358 0 0 JEANETTE HALL 821 GAY STREET PHOENIXVILLE PA 19460 DIRECTOR OF FINANCE 40.00 74116 18074 0 VIVIANN SCHORLE 821 GAY STREET PHOENIXVILLE PA 19460 PROGRAM OFFICER 40.00 73050 11381 0 0 VANGUARD INVESTMENT PO BOX 1101 VALLEY FORGE PA 194821101 MANAGEMENT FEE 88352 0 0 53281686 1485644 13960 54781290 0 0 54781290 821719 53959571 2697979 2697979 26265 26265 2671714 0 2671714 0 2671714 2474072 0 2474072 2671714 0 0 54052 287964 342016 2474072 0 0 0 2474072 0 197642 197642 144374 0 0 0 0 0 0 0 144374 144374 JEANETTE HALL 821 GAY STREET PHOENIXVILLE PA 19460 6109179890 THE FOUNDATION HAS DEVELOPED A GRANT APPLICATION FORM WHICH MAY BE REQUESTED OR DOWNLOADED FROM THE INTERNET. GRANT REQUESTS MUST BE RECEIVED AT LEAST 6 WEEKS PRIOR TO SCHEDULED GRANT MAKING MEETINGS. THE FOUNDATION SERVES 501(C)(3) ORGANIZATIONS/PUBLIC CHARITIES WHICH SUPPORT COMMUNITY OR PERSONAL HEALTH AND IS LIMITED TO 19 MUNICIPALITIES IN THE GREATER PHOENIXVILLE AREA. CAPACITY BUILDING MINI GRANT SEE ATTACHED SEE ATTACHED PA 19460 NONE SUPPORT FOR DEVELOPMENT OF STRATEGIC PLAN 15000 HEALTH EDUCATION MINI GRANT SEE ATTACHED SEE ATTACHED PA 19460 NONE SUPPORT FOR HEALTH EDUCATION 5480 MAJOR GRANTS SEE ATTACHED SEE ATTACHED PA 19460 NONE MAJOR GRANTS 1755897 MATCHING GIFTS SEE ATTACHED SEE ATTACHED PA 19460 NONE MATCHING GIFTS 20126 MINI GRANTS AED SEE ATTACHED SEE ATTACHED PA 19460 NONE MINI GRANT LIST AED 20798 MINI GRANTS IT SEE ATTACHED SEE ATTACHED PA 19460 NONE MINI GRANTS TO SUPPORT IT PROGRAM 11900 SCHOLARSHIP SEE ATTACHED SEE ATTACHED PA 19460 NONE SUPPORT FOR SCHOLARSHIP PROGRAM 42000 CHAMPIONS GRANTS SEE ATTACHED SEE ATTACHED PA 19460 NONE CHAMPIONS OF THE COMMUNITY 8000 1879201 0 14 1977947 18 -5116 0 1972831 0 1972831 0 0 0 0 0 0 0 0 0 0 X X 1 FRENCH CREEK CAP LLC 105 FOULK ROAD WILMINGTON DE 19803 154594 X 2 DIANE ALTHOUSE - PHOENIXVILLE HOSPITAL MED STAFF 140 NUTT ROAD PHOENIXVILLE PA 19460 8000 X ACCOUNTING FEES 13500 0 0 13500 BUILDING 2010-01-01 725000 249425 SL 39.000000000000 18590 0 18590 LANDSCAPING-SCHNATZ & ROHRER 2008-06-05 2691 1611 SL 15.000000000000 164 0 164 CURBING-PAUL R. SAVILLE 2011-10-14 8500 5103 SL 15.000000000000 567 0 567 NEW ROOF-GSM ROOFING 2014-12-30 33300 17760 SL 15.000000000000 2220 0 2220 DIAMOND QUALITY BUILDERS 2014-12-30 13519 7209 SL 15.000000000000 901 0 901 SPECTRUM 2006-10-13 622 622 SL 5.000000000000 0 0 0 OFFICE FURNITURE 1998-12-15 558 558 SL 7.000000000000 0 0 0 OFFICE DESK SET 1998-10-02 1109 1109 SL 7.000000000000 0 0 0 RT WORK-DESIGN OF PCH 1998-06-30 8500 8500 SL 5.000000000000 0 0 0 ART WORK 1998-09-30 450 450 SL 5.000000000000 0 0 0 DESKS 1998-10-30 2869 2869 SL 7.000000000000 0 0 0 ART WORK 1998-10-30 2760 2760 SL 5.000000000000 0 0 0 ART WORK 1998-11-12 370 370 SL 5.000000000000 0 0 0 ART WORK 1998-12-15 574 574 SL 5.000000000000 0 0 0 OFFICE FURNITURE 1999-04-15 2168 2168 SL 7.000000000000 0 0 0 REFRIGERATORS 1999-10-15 457 457 SL 5.000000000000 0 0 0 OFFICE FURNITURE 2011-05-31 315 315 SL 7.000000000000 0 0 0 FILING CABINET 2004-10-18 777 777 SL 5.000000000000 0 0 0 DESK & TABLE ED OFFICE 2006-07-25 1993 1993 SL 5.000000000000 0 0 0 CHAIR 2006-08-04 504 504 SL 5.000000000000 0 0 0 FILE CABINET 2006-08-04 622 622 SL 5.000000000000 0 0 0 AED 2006-12-14 1595 1595 SL 5.000000000000 0 0 0 CONFERENCE ROOM TABLE, RUG 2007-07-13 12312 12312 SL 7.000000000000 0 0 0 WINDOW TREATMENT DEPOSIT 2007-07-13 4500 4500 SL 7.000000000000 0 0 0 CHAIR DEPOSIT 2007-07-25 3100 3100 SL 7.000000000000 0 0 0 LAMP PURCHASE 2007-08-08 1075 1075 SL 7.000000000000 0 0 0 RUG PURCHASE 2007-08-08 3356 3356 SL 7.000000000000 0 0 0 RUG PURCHASE 2007-08-31 1194 1194 SL 7.000000000000 0 0 0 WINDOW TREATMENTS 2007-08-31 7927 7927 SL 7.000000000000 0 0 0 RUG PURCHASE 2007-08-31 985 985 SL 7.000000000000 0 0 0 PRESIDENTS OFFICE, PROGRAM OFFICER OFFICE 2007-07-19 8902 8902 SL 7.000000000000 0 0 0 TELEPHONE SYSTEM 2007-09-05 5135 5135 SL 5.000000000000 0 0 0 OFFICE COPIER 2007-09-14 6145 6145 SL 5.000000000000 0 0 0 RUGS, LAMPS 2007-09-26 6863 6863 SL 5.000000000000 0 0 0 FILING CABINET 2007-09-26 1558 1558 SL 5.000000000000 0 0 0 2 FILE CABINETS 2007-09-30 994 994 SL 5.000000000000 0 0 0 RUGS 2007-10-03 1734 1734 SL 5.000000000000 0 0 0 SECURITY CAMERA 2007-10-31 1303 1303 SL 5.000000000000 0 0 0 BOOK CASE 2007-11-02 789 789 SL 5.000000000000 0 0 0 LJB WINDOW TREATMENTS 2007-11-16 1100 1100 SL 5.000000000000 0 0 0 SIGNAGE 2007-11-08 4025 4025 SL 5.000000000000 0 0 0 ELAND GALLERY PAINTING-DOWNSTAIRS BATHROOM 2007-12-10 300 300 SL 5.000000000000 0 0 0 SHADE FOR PRES OFFICE 2008-01-09 1088 1088 SL 5.000000000000 0 0 0 OFFICE COPIER 2ND FLOOR XPO 2008-07-25 1298 1298 SL 5.000000000000 0 0 0 COMPUTER EQUIP 2008-07-31 1525 1525 SL 5.000000000000 0 0 0 COMPUTER EQUIP 2008-08-05 1343 1343 SL 5.000000000000 0 0 0 COMPUTER EQUIP 2008-08-05 3426 3426 SL 5.000000000000 0 0 0 COMPUTER EQUIP 2008-08-05 1791 1791 SL 5.000000000000 0 0 0 LATERAL FILES 2010-01-11 1866 1866 SL 5.000000000000 0 0 0 LATERAL FILES 2010-06-23 1749 1749 SL 5.000000000000 0 0 0 FLAG POLE 2010-07-10 1355 1355 SL 5.000000000000 0 0 0 LED OUTDOOR PATHWAY LIGHTS 2014-06-30 6050 6050 SL 5.000000000000 0 0 0 OVERHEAD PROJECTOR 2010-07-07 2969 2969 SL 5.000000000000 0 0 0 DELL OFFICE COMPUTERS & INSTALLATION 2012-08-06 11761 11761 SL 5.000000000000 0 0 0 LED PATH LIGHTS 2013-02-07 4719 4719 SL 5.000000000000 0 0 0 RESEOURCE PARTNERS 2013-10-23 1968 1968 SL 5.000000000000 0 0 0 RUG-CHES-MONT CARPET ONE 2014-07-01 2296 2296 SL 5.000000000000 0 0 0 SHELVING FOR BASEMENT 2013-06-30 688 688 SL 5.000000000000 0 0 0 SHUTTERS (CAROLS OFFICE 2015-08-20 3010 3010 SL 5.000000000000 0 0 0 DELL COMPUTER (CAROL) 2016-06-24 863 863 SL 5.000000000000 0 0 0 HP PRINTER 2016-06-23 530 530 SL 5.000000000000 0 0 0 NEW ROOF-GSM ROOFING (FINAL) 2015-09-14 14606 6655 SL 15.000000000000 974 0 974 HVAC SYSTEM 2016-06-27 7325 1128 SL 39.000000000000 188 0 188 DELL OFFICE COMPUTER CAROL 2019-04-15 5024 3768 SL 5.000000000000 1005 0 1005 DELL OFFICE COMPUTER LYNN 2019-04-11 3309 2482 SL 5.000000000000 662 0 662 LED LIGHT PATH 2019-07-29 2325 1821 SL 5.000000000000 465 0 465 CORPORATE BONDS 14799737 14799737 CORPORATE STOCK 39348048 39348048 BUILDING 725000 268015 456985 LANDSCAPING-SCHNATZ & ROHRER 2691 1775 916 CURBING-PAUL R. SAVILLE 8500 5670 2830 NEW ROOF-GSM ROOFING 33300 19980 13320 DIAMOND QUALITY BUILDERS 13519 8110 5409 SPECTRUM 622 622 0 OFFICE FURNITURE 558 558 0 OFFICE DESK SET 1109 1109 0 RT WORK-DESIGN OF PCH 8500 8500 0 ART WORK 450 450 0 DESKS 2869 2869 0 ART WORK 2760 2760 0 ART WORK 370 370 0 ART WORK 574 574 0 OFFICE FURNITURE 2168 2168 0 REFRIGERATORS 457 457 0 OFFICE FURNITURE 315 315 0 FILING CABINET 777 777 0 DESK & TABLE ED OFFICE 1993 1993 0 CHAIR 504 504 0 FILE CABINET 622 622 0 AED 1595 1595 0 CONFERENCE ROOM TABLE, RUG 12312 12312 0 WINDOW TREATMENT DEPOSIT 4500 4500 0 CHAIR DEPOSIT 3100 3100 0 LAMP PURCHASE 1075 1075 0 RUG PURCHASE 3356 3356 0 RUG PURCHASE 1194 1194 0 WINDOW TREATMENTS 7927 7927 0 RUG PURCHASE 985 985 0 PRESIDENTS OFFICE, PROGRAM OFFICER OFFICE 8902 8902 0 TELEPHONE SYSTEM 5135 5135 0 OFFICE COPIER 6145 6145 0 RUGS, LAMPS 6863 6863 0 FILING CABINET 1558 1558 0 2 FILE CABINETS 994 994 0 RUGS 1734 1734 0 SECURITY CAMERA 1303 1303 0 BOOK CASE 789 789 0 LJB WINDOW TREATMENTS 1100 1100 0 SIGNAGE 4025 4025 0 ELAND GALLERY PAINTING-DOWNSTAIRS BATHROOM 300 300 0 SHADE FOR PRES OFFICE 1088 1088 0 OFFICE COPIER 2ND FLOOR XPO 1298 1298 0 COMPUTER EQUIP 1525 1525 0 COMPUTER EQUIP 1343 1343 0 COMPUTER EQUIP 3426 3426 0 COMPUTER EQUIP 1791 1791 0 LATERAL FILES 1866 1866 0 LATERAL FILES 1749 1749 0 FLAG POLE 1355 1355 0 LED OUTDOOR PATHWAY LIGHTS 6050 6050 0 OVERHEAD PROJECTOR 2969 2969 0 DELL OFFICE COMPUTERS & INSTALLATION 11761 11761 0 LED PATH LIGHTS 4719 4719 0 RESEOURCE PARTNERS 1968 1968 0 RUG-CHES-MONT CARPET ONE 2296 2296 0 SHELVING FOR BASEMENT 688 688 0 SHUTTERS (CAROLS OFFICE 3010 3010 0 DELL COMPUTER (CAROL) 863 863 0 HP PRINTER 530 530 0 NEW ROOF-GSM ROOFING (FINAL) 14606 7629 6977 HVAC SYSTEM 7325 1316 6009 DELL OFFICE COMPUTER CAROL 5024 4773 251 DELL OFFICE COMPUTER LYNN 3309 3144 165 LED LIGHT PATH 2325 2286 39 LEGAL FEES 3331 0 0 3331 BANK FEES 333 0 0 333 BOARD MEETING EXPENSES 4835 0 0 4835 COMMUNITY RELATIONS 54486 0 0 54486 DUES AND SUBSCRIPTIONS 1722 0 0 1722 INSURANCE 11393 0 0 11393 MANAGEMENT FEES 88352 88352 0 0 MEMBERSHIP DUES 11581 0 0 11581 OFFICE SUPPLIES 5042 0 0 5042 PAYROLL SERVICES 3080 0 0 3080 POSTAGE 393 0 0 393 SECURITY 240 0 0 240 STAFF DEVELOPMENT 1097 0 0 1097 TELEPHONE & INTERNET 5976 0 0 5976 TRASH, WATER, SEWER 815 0 0 815 UTILITIES 4482 0 0 4482 CLERICAL SUPPORT 1534 0 0 1534 PROGRAM SUPPORT 6000 0 0 6000 REPAIR & EQUIPMENT 5550 0 0 5550 UNREALIZED GAINS/LOSSES 4284879 401K WITHHOLDING 0 125 OTHER PROFESSIONAL FEES 21201 0 0 21201 PAYROLL TAXES 21920 0 0 21920 REAL ESTATE TAXES 9042 0 0 9042 FEDERAL EXCISE TAX 36698 0 0 36698