2024-04-10T17:08:47-05:00 2023-06-30 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990PF 2022-07-01 371526458 STONELEIGH FOUNDATION STON 2157357080 123 S BROAD STREET 1630 PHILADELPHIA PA 19109 RONNIE BLOOM EXECUTIVE DIRECTOR 2157357080 2024-04-10 1 RONNIE BLOOM 999009999 0 ADAM WATSON P01367206 2155677770 2024-04-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 97006279 X X 658140 658140 658140 1140576 1140576 1140576 1940265 2474365 1940265 0 3738981 3738981 1798716 305942 0 0 305942 528129 0 0 523580 133165 0 0 133242 2572 0 0 2572 24997 0 0 17868 603146 380715 0 101431 57629 0 0 57629 2026 0 0 86424 0 0 86424 10949 0 0 11056 105094 0 0 132738 1860073 380715 0 1372482 2406039 2473679 4266112 380715 0 3846161 -527131 3358266 1798716 70193 348504 348504 2462277 3144007 3144007 14808 13637 13637 18179886 22381350 22381350 54195191 53168063 53168063 3242575 610740 610740 14215145 17336704 17336704 109061 105787 4211 3274 3274 92384286 97006279 97006279 172767 73219 2532017 2466377 178000 250000 2882784 2789596 X 89501502 94216683 89501502 94216683 92384286 97006279 89501502 -527131 5242312 94216683 0 94216683 REALIZED GAINS P 2474365 534100 1940265 1940265 1940265 0 46680 0 46680 0 46680 45442 0 13000 0 58442 X 638 11124 11124 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 1 0 0 0 1 STONELEIGHFOUNDATION.ORG EXECUTIVE DIRECTOR 2157357080 123 S BROAD STREET 1630 PHILADELPHIA PA 19109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 KATHERINE H CHRISTIANO C/O THE ORGANIZATION PHILADELPHIA PA 19109 CHAIR 2.00 0 0 0 LAURA WILLIAMSON C/O THE ORGANIZATION PHILADELPHIA PA 19109 TREASURER 2.00 0 0 0 JODY GREENBLATT C/O THE ORGANIZATION PHILADELPHIA PA 19109 SECRETARY 1.00 0 0 0 CATHERINE CARR C/O THE ORGANIZATION PHILADELPHIA PA 19109 VICE CHAIR 1.00 0 0 0 ALICE DUBOW ESQ C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 CAROL HAAS GRAVAGNO C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 STACY HOLLAND C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 MATTHEW HURFORD C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 WENDELL PRITCHETT C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 MATT SCHAENEN C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 KEVIN BETHEL C/O THE ORGANIZATION PHILADELPHIA PA 19109 DIRECTOR 1.00 0 0 0 RONNIE BLOOM C/O THE ORGANIZATION PHILADELPHIA PA 19109 EXECUTIVE DIRECTOR 32.00 212190 52290 0 MARIE WILLIAMS C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 DEPUTY DIRECTOR 40.00 162678 30838 0 JANET KROLL C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 STRATEGY & PLANNING 32.00 115833 31472 0 RONA NAVERA C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 DIRECTOR OF ADMINSTR 40.00 101022 27645 0 ANNE MARIE MCGRORY C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 DIRECTOR OF COMMUNIC 32.00 71401 25311 0 MARK HOUCK C/O THE ORGANIZATIONS ADDRESS PHILADELPHIA PA 19109 GRANTS IMPACT ANALYS 40.00 65851 21258 0 6 NONE 0 IN OPERATING THE FELLOWSHIP PROGRAMS, THE FOUNDATION SEEKS TO: -AFFECT THE WELL-BEING OF CHILDREN AND YOUTH; -INVEST IN POLICY CHANGE, PRACTICE IMPROVEMENT, AND RESEARCH DISSEMINATION;-SUPPORT INDIVIDUALS WHO CAN MAKE A DIFFERENCE IN THE LIVES OF VULNERABLE CHILDREN; -SPUR INNOVATION THAT LINKS THE MAJOR PUBLIC SYSTEMS SERVING YOUNG PEOPLE:CHILD WELFARE, EDUCATION, AND JUVENILE JUSTICE;-MAKE A SIGNIFICANT AGGREGATE DIFFERENCE IN THE FIELD THROUGH THE CREATION OF A COMMUNITY OF FELLOWS ENGAGED IN PROJECTS TACKLING SIMILAR PROBLEMS THROUGH A VARIETY OF APPROACHES. 3846161 0 90239074 3788296 14223 94041593 0 0 94041593 3789171 90252422 4512621 X 3846161 0 3846161 2006-11-18 X 1798716 2524823 1936820 2129146 8389505 1528909 2146100 1646297 1809774 7131079 3846161 3851691 3463789 3047231 14208872 0 0 0 0 0 3846161 3851691 3463789 3047231 14208872 0 0 3008414 3496104 3268029 2896692 12669239 0 0 0 0 RONNIE BLOOM EXECUTIVE DIRECTOR C/O THE FOUNDATIONS CORPORATE OFFICE PHILADELPHIA PA 19109 2157357080 SEE GRANT PROCEDURES ON WEBSITE SEE GRANT PROCEDURES ON WEBSITE SEE GRANT PROCEDURES ON WEBSITE CHILDREN'S HOSPITAL OF PHILADELPHIA (NADIA DOWCHEN) 2716 SOUTH STREET PHILADELPHIA PA 19146 PC RESEARCH FELLOWSHIP 7680 CHILDREN'S HOSPITAL OF PHILADELPHIA (RUTH ABAYA) 2716 SOUTH STREET PHILADELPHIA PA 19146 PC RESEARCH FELLOWSHIP 500 GEORGETOWN UNIVERSITY (SHAY BILCHIK) 500 FIRST STREET NW 4TH FL WASHINGTON DC 20001 PC RESEARCH FELLOWSHIP 161825 NICOLE SMITH-KEA 1500 TERRELL ROAD SHADY SIDE MD 20733 I RESEARCH FELLOWSHIP 176753 LEWIS KATZ SCHOOL OF MEDICINE (JESSICA BEARD) 3440 NORTH BROAD STREET PHILADELPHIA PA 19140 PC RESEARCH FELLOWSHIP 175500 STEVE VOLK 403 ARROWHEAD DRIVE LITIZ PA 17543 I RESEARCH FELLOWSHIP 174054 LAUREN FINE 526 CHRISTIAN STREET UNIT B PHILADELPHIA PA 19147 I RESEARCH FELLOWSHIP 170348 JENNIFER MERRIGAN 1901 SOUTH 9TH STREET 608 PHILADELPHIA PA 19148 I RESEARCH FELLOWSHIP 170299 SARA KRUZAN C/O HUMAN RIGHTS FOR KIDS 1250 CONNECTICUT AVE NW SUITE 700 WASHINGTON DC 20036 I RESEARCH FELLOWSHIP 149397 R STANFORD AND C BROWN C/O FEDERATION OF NEIGHBORHOOD CENTERS 1901 SOUTH 9TH STREET PHILADELPHIA PA 19148 I RESEARCH FELLOWSHIP 91609 EDUARDO QUEZADA C/O NATIONALITIES SERVICE CENTER 1216 ARCH STREET 4TH FLOOR PHILADELPHIA PA 19107 I RESEARCH FELLOWSHIP 84655 SCHOOL DISTRICT OF PHILADELPHIA (BRANDY BLASKO) 440 N BROAD STREET PHILADELPHIA PA 19130 PC RESEARCH FELLOWSHIP 87632 DREXEL UNIVERSITY (ARTURO ZINNY) 400 MARKET STREET SUITE 200 PHILADELPHIA PA 19106 PC RESEARCH FELLOWSHIP 174407 NATIONAL ASSESSMENT CENTER (ANNE MARIE AMBROSE) 9614 BRADEN RUN BRADENTON FL 34202 PC RESEARCH FELLOWSHIP 174990 LA PUERTA ABIERTA (JULIA MCINTYRE) N HOWARD STREET PHILADELPHIA PA 19122 PC RESEARCH FELLOWSHIP 86575 GEORGETOWN UNIVERSITY (MEGHAN OGLE) 500 FIRST STREET NW 4TH FL WASHINGTON DC 20001 PC RESEARCH FELLOWSHIP 85418 NATIONAL NETWORK FOR YOUTH (ANTHONY SIMPSON) 781 8TH STREET SE WASHINGTON DC 20003 PC RESEARCH FELLOWSHIP 80660 CENTER FOR BLACK EDUCATOR DEVELOPMENT (MALCOM DAVIS) 7901 HIDDEN LANE ELKINS PARK PA 19027 PC RESEARCH FELLOWSHIP 90713 HEALTH ALLIANCE FOR VIOLENCE INTERVENTION (JANENE BROWN) 101 HUDSON STREET SUITE 2100 JERSEY CITY NJ 07302 PC RESEARCH FELLOWSHIP 84650 HPC (DIJONEE TALLEY) 1500 MARKET STREET PHILADELPHIA PA 19102 PC RESEARCH FELLOWSHIP 500 RASHNI STANFORD C/O FEDERATION OF NEIGHBORHOOD CENTERS 1901 SOUTH 9TH STREET PHILADELPHIA PA 19148 PC RESEARCH FELLOWSHIP 514 ASIAN ARTS INITIATIVE 1219 VINE STRETT PHILADELPHIA PA 19107 PC YOUTH ENGAGEMENT GRANT 35000 URBED 1521 LOCUST STREET SUITE 1001 PHILADELPHIA PA 19102 PC YOUTH ENGAGEMENT GRANT 30000 CULTURE TRUST GREATER PHILADELPHIA 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 PC YOUTH ENGAGEMENT GRANT AND OPPORTUNITY FUND GRANT 50000 MOVEMENT ALLIANCE PROJECT 924 CHERRY ST FL 5 PHILADELPHIA PA 19107 PC YOUTH ENGAGEMENT GRANT 35000 DAYONENOTDAYTWO 744 SOUTH STREET BOX 1074 PHILADELPHIA PA 19147 PC OPPORTUNITY FUND GRANT 35000 BUILT4SLLC CO QUINZELLE BETHEA HUMANATURE 3401 MARKET STREET PHILADELPHIA PA 19104 PC OPPORTUNITY FUND GRANT 25000 JUVENILE LAW CENTER 1800 JFK BLVD SUITE 1900B PHILADELPHIA PA 19103 PC YOUTH ENGAGEMENT GRANT 35000 2473679 TEMPLE UNIVERSITY (SARAH KATZ) 1719 NORTH BROAD STREET PHILADELPHIA PA 19122 PC RESEARCH FELLOWSHIP 525000 SCHOOL DISTRICT OF PHILADELPHIA (BRANDY BLASKO) 440 N BROAD STREET PHILADELPHIA PA 19130 PC RESEARCH FELLOWSHIP 210683 DREXEL UNIVERSITY (ARTURO ZINNY) 400 MARKET STREET SUITE 200 PHILADELPHIA PA 19106 PC RESEARCH FELLOWSHIP 349859 NATIONAL ASSESSMENT CENTER (ANNE MARIE AMBROSE) 9614 BRADEN RUN BRADENTON FL 34202 PC RESEARCH FELLOWSHIP 349950 CHILDREN'S HOSPITAL OF PHILADELPHIA (RUTH ABAYA) 2716 SOUTH STREET PHILADELPHIA PA 19146 PC RESEARCH FELLOWSHIP 288746 JUVENILE LAW CENTER 1800 JFK BLVD SUITE 1900B PHILADELPHIA PA 19103 PC YOUTH ENGAGEMENT GRANT 35000 1759238 14 658140 14 1140576 18 1940265 0 3738981 0 3738981 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/AUDIT 24997 0 0 17868 IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $3,789,171 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $94,041,5922. 1.5% OF LINE 1: $1,410,6243. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $3,463,789 (6/30/21); $4,057,565 (6/30/22); AND $3,846,161 (6/30/23) FOR AN AVERAGE OF $3,789,171 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. FORM 990-PF, PAGE 10, PART XV, LINE 2 FORM 990-PF, PAGE 10, PART XV, LINES 2B AND 2DGRANT GUIDELINESTHE STONELEIGH FELLOWSHIP IS DESIGNED TO SUPPORT RESEARCHERS, PRACTITIONERS, AND POLICYMAKERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, CHILD WELFARE, JUVENILE JUSTICE, OR RELATED FIELDS. WE ARE PARTICULARLY INTERESTED IN INDIVIDUALS WHOSE FELLOWSHIP PROPOSAL INVOLVES WORK THAT CROSSES SYSTEMS OR ENHANCES THE COORDINATION OF SERVICE DELIVERY.ACCOMPLISHED PRACTITIONERS, POLICYMAKERS, AND RESEARCHERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, JUVENILE JUSTICE, CHILD WELFARE OR ALLIED FIELDS (E.G. EDUCATION, HEALTH AND BEHAVIORAL HEALTH AS THEY RELATE TO DEPENDENT AND DELINQUENT POPULATIONS) ARE ENCOURAGED TO APPLY. CANDIDATES MIGHT BE PRACTITIONERS IN YOUTH- OR FAMILY-SERVING ORGANIZATIONS OR SYSTEMS, OR POLICYMAKERS, ANALYSTS OR RESEARCHERS WORKING IN NON-PROFIT, GOVERNMENTAL OR ACADEMIC INSTITUTIONS.WE SEEK INDIVIDUALS WHO HAVE:A TRACK RECORD OF ADVOCATING FOR CHANGE IN THE FIELDS OF CHILD WELFARE AND JUVENILE JUSTICE.KNOWLEDGE, UNDERSTANDING, CONTACTS, AND INSTITUTIONAL SUPPORT TO BRING CHANGES TO FRUITION.DEMONSTRATED ABILITY TO DESIGN AND LEAD SYSTEM REFORM.IMAGINATION, TOUGH-MINDEDNESS, AND A FOCUS ON RESULTS.A PASSION FOR THEIR WORK.THE COMMITMENT OF A STRONG PARTNER ORGANIZATION THAT WILL HOST THE FELLOW AND THE PROJECT, PROVIDING BOTH INFRASTRUCTURE AND STRATEGIC ADVICE AND SUPPORT.THE STONELEIGH FELLOWSHIP AWARD IS FLEXIBLE AND TAILORED TO THE NEEDS OF EACH SUCCESSFUL APPLICANT. THE AMOUNT OF THE FINANCIAL AWARD WILL DEPEND ON THE PERSONAL CIRCUMSTANCES OF EACH FELLOW AND PROJECT. AWARDEES ARE EXPECTED TO DEVOTE FULL TIME TO THE STONELEIGH FELLOWSHIP. THEREFORE, EACH AWARD TYPICALLY INCLUDES SALARY, BENEFITS, AND A SMALL STIPEND TO COVER PROJECT-RELATED TRAVEL GOALS. FOR SOME FELLOWS BASED IN ACADEMIC INSTITUTIONS, THE AWARD COVERS A PORTION OF THEIR TIME.BECAUSE OUR FELLOWSHIP SUPPORTS INDIVIDUAL FELLOWS THROUGH SALARY SUPPORT, THEY ARE DETERMINED ON A CASE-BY-CASE BASIS. TO DATE, FELLOWSHIP BUDGETS HAVE FALLEN BETWEEN $80,000-$130,000/YEAR.THE TERM OF THE AWARD VARIES FROM FELLOW-TO-FELLOW BASED ON THE NEEDS OF EACH PROJECT. TO DATE, FELLOWSHIP TERMS HAVE RANGED FROM ONE TO FIVE YEARS. WE HAVE AWARDED ONLY ONE FIVE-YEAR FELLOWSHIP. THE AVERAGE TERM IS THREE YEARS.IN ADDITION TO CANDIDATES' PROFESSIONAL QUALIFICATIONS, STONELEIGH SELECTS FELLOWS BASED ON THE QUALITY OF PROPOSED IDEAS, THE FIT OF PROPOSED PROJECTS WITH THE FOUNDATION'S FOCUS AND GOALS, AND THE LIKELIHOOD THAT THE PROPOSED WORK CAN BE CARRIED OUT EFFECTIVELY. A DIVERSE REVIEW COMMITTEE EVALUATES EACH PROPOSAL. SPECIFIC CRITERIA TO BE USED IN JUDGING PROPOSALS INCLUDE:SIGNIFICANCE: THE PROPOSED WORK EFFECTIVELY ADDRESSES CRITICAL PROGRAM, POLICY OR RESEARCH ISSUES AND THUS IS LIKELY TO IMPROVE THE LIFE OUTCOMES OF YOUTH IMPACTED BY VIOLENCE OR THOSE INVOLVED WITH OR AT RISK OF INVOLVEMENT WITH THE CHILD WELFARE AND JUVENILE JUSTICE SYSTEMS.EFFECTIVENESS: THE PROPOSAL SPECIFICALLY INDICATES HOW THE PROJECT WILL EFFECTIVELY PROMOTE SYSTEMS CHANGE AND HOW IT HAS THE POTENTIAL TO IMPROVE YOUTH OUTCOMES. CANDIDATES INDICATE CLEARLY THEIR PERSONAL EFFECTIVENESS IN BEING ABLE TO CARRY OUT THE WORK.FEASIBILITY: THE SCOPE OF THE PROJECT FITS WITHIN THE TIME AND RESOURCES ALLOTTED BY THE FELLOWSHIP. CANDIDATES INDICATE THAT THEY HAVE THE SUPPORT OF A STRONG PARTNER ORGANIZATION AND REPRESENTATIVES FROM THE PUBLIC SYSTEMS NECESSARY TO ACHIEVE THE PROJECT GOALS. THEY HAVE OTHER FUNDING IF NEEDED.INNOVATION: THE PROPOSED PROJECT CLEARLY ADVANCES STRATEGIES THAT REPRESENT A DEPARTURE FROM STANDARD PRACTICE. IF A CANDIDATE IS APPLYING FOR FUNDS TO CONTINUE AN ONGOING PROJECT, THE PROPOSAL SHOWS HOW THIS FELLOWSHIP WILL SUBSTANTIALLY IMPROVE STANDARD PRACTICE AND WHY STONELEIGH FOUNDATION SUPPORT IS CRITICAL TO ADVANCING THE WORK.MULTI-DISCIPLINARY IMPACT/BREADTH: THE PROPOSED WORK HAS THE POTENTIAL TO BE APPLIED BROADLY AND IMPROVE YOUTH POLICY AND PRACTICE ACROSS A NUMBER OF SYSTEMS AND DISCIPLINES.FIT: THE PROJECT CLEARLY MEETS OUR OVERALL GOALS. THE PROPOSAL AND CANDIDATE CONTRIBUTE TO BUILDING A COMMUNITY OF FELLOWS AND A BODY OF WORK THAT WILL, IN AGGREGATE, ADVANCE THE FIELD. FORM 5471 FILING EXPLANATION PURSUANT TO PAGE 5 OF THE INSTRUCTIONS FOR FORM 5471, ITEM E PLEASE NOTE THE FOLLOWING:THE 2021 FORM 5471 FILING REQUIREMENTS FOR STONELEIGH FOUNDATION HAVE BEEN SATISFIED BY CHARLES P. KEATES, 717 S. COLUMBUS BLVD., APT 1203, PHILADELPHIA, PA 19147, SSN XXX-XX-XXXX, WITH THE FILING OF A CONSOLIDATED FORM 5471 WITH THE IRS SERVICE CENTER IN PHILADELPHIA, PA. CORPORATE BONDS 610740 610740 CORPORATE STOCKS 32511243 32511243 EQUITY MUTUAL FUNDS 13779196 13779196 EQUITY EXCHANGE TRADED FUNDS 6877624 6877624 13038424 13038424 9342926 9342926 ALTERNATIVE INVESTMENTS FMV 17336704 17336704 LEGAL FEES 2572 0 0 2572 BOARD EXPENSES 3612 0 0 3612 OFFICE SUPPLIES 10254 0 0 13898 IT/NETWORK SUPPORTS 19263 0 0 19263 OTHER EXPENSES 43109 0 0 67109 MEMBERSHIP FEE 10801 0 0 10801 INSURANCE 1821 0 0 1821 PUBLIC EVENTS 16234 0 0 16234 UNREALIZED CHANGE IN ASSETS 5242312 DEFERRED FEDERAL EXCISE TAX 178000 250000 OTHER PROFESSIONAL FEES 50000 0 0 48500 PAYROLL PROCESSING 2943 0 0 2943 INVESTMENT FEES 500215 380715 0 0 STRATEGY ASSESSMENT/PLANNING 49988 0 0 49988 PAYROLL TAXES 57629 0 0 57629