2025-10-03T13:24:30-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990PF 2024-01-01 232706456 THE LIDA FOUNDATION LIDA 2152475578 504 WEST MERMAID LANE PHILADELPHIA PA 191184206 LINDA S GLICKSTEIN TRUSTEE 2152475578 2025-09-18 1 0 VINCENT MARASCO P00532360 5712279500 2025-09-21 2024 2025-03-06 01:10:19Z X 14531703 X X 12 12 207148 203824 274077 915286 274077 243 243 481480 478156 0 0 0 7245 3623 3622 27044 27044 0 5733 683 0 225 0 225 40247 31350 3847 475500 475500 515747 31350 479347 -34267 446806 11539 11539 205823 194957 194957 5498184 5459296 14325207 5704007 5665792 14531703 0 0 X -1306876 -1310824 0 0 7010883 6976616 5704007 5665792 5704007 5665792 5704007 -34267 0 5669740 3948 5665792 PUBLICLY TRADED SECURITIES 883037 641209 241828 241828 CAPITAL GAINS DIVIDENDS P 32249 32249 32249 274077 6211 0 6211 0 6211 4367 0 5000 0 9367 0 3156 3156 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 NONE LINDA S GLICKSTEIN 2152475578 504 WEST MERMAID LANE PHILADELPHIA PA 191184206 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA S GLICKSTEIN 504 WEST MERMAID LANE PHILADEPHIA PA 191184206 TRUSTEE 1.00 0 0 0 DAVID L GLICKSTEIN 504 WEST MERMAID LANE PHILADEPHIA PA 191184206 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 13484066 208280 0 13692346 0 0 13692346 205385 13486961 674348 674348 6211 6211 668137 0 668137 0 668137 479347 0 479347 668137 470988 0 0 479347 470988 0 0 8359 0 0 0 0 0 0 0 0 659778 0 0 0 LINDA S GLICKSTEIN LINDA S GLICKSTEIN 504 WEST MERMAID LANE PHILADELPHIA PA 191184206 2152475578 THE FOUNDATION DOES NOT HAVE AN APPLICATION FORM BUT REQUIRES DETAILS OF THE PURPOSE OF THE GRANT AND VERIFICATION OF THE TAX-EXEMPT STATUS OF DONEES. THERE ARE NO SUBMISSION DEADLINES. THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS OR OTHER FACTORS. AWARDS ARE LIMITED TO 501(C)(3) PUBLIC CHARITIES. ASPEN COMMUNITY FOUNDATION 455 GOLD RIVERS COURT SUITE 515 BASALT CO 81621 PC BUILDS PHILANTHROPY AND SUPPORTS NONPROFIT ORGANIZATIONS BY CONNECTING DONORS TO COMMUNITY NEEDS, BUILDING PERMANENT CHARITABLE FUNDS AND BRINGING PEOPLE TOGETHER TO SOLVE COMMUNITY PROBLEMS 25000 BALLETX 1923 WASHINGTON AVENUE PHILADELPHIA PA 19146 PC BALLETX EXPANDS THE VOCABULARY OF CONTEMPORARY BALLET FOR ALL AUDIENCES THROUGH INNOVATIVE PERFORMANCES, WORLD PREMIERE CHOREOGRAPHY, DANCE EDUCATION, AND COMMUNITY PROGRAMS 25000 BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 PC PROMOTE THE ADVANCEMENT OF EDUCATION AND THE APPRECIATION OF THE FINE ARTS AND HORTICULTURE 10000 BEARDED LADIES CABARET 1315 WALNUT STREET SUITE 300 PHILADELPHIA PA 19107 PC AN EXPERIMENTAL CABARET GROUP DEVOTED TO EXPLOITING ALL POSSIBILITIES OF INTIMATE, HOMEMADE THEATRE THROUGH BEAUTIFUL SONGS, TRICKED-OUT COSTUME CHANGES, DRAG, AND VIRTUOSTIC PROP CONSTRUCTION 25000 BARRINGTON STAGE COMPANY INC 122 NORTH STREET PITTSFIELD MA 01201 PC THE ORGANIZATION ENGAGES IN THEATRICAL PRODUCTIONS FOR AUDIENCES LOCATED PRIMARILY IN WESTERN MASSACHUSETTS, NEW YORK, AND CONNECTICUT. THE ORGANIZATION PROVIDES OPPORTUNITIES FOR THEATER PROFESSIONALS TO NUTURE, DEVELOP AND REFINE THEIR CRAFT. IN ADDITION, THE ORGANIZATION PROVIDES EDUCATIONAL AND THEATRICAL EXPERIENCES FOR CHILDREN, ADOLESCENTS, AND YOUTH AT RISK 1500 FOOD MOXIE 559 CARPENTER LANE PHILADELPHIA PA 19119 PC FROM SEED TO SUPPER, FOOD MOXIE EDUCATES AND INSPIRES PEOPLE TO GROW, PREPARE, AND EAT HEALTHY FOOD 5000 FRIENDS OF THE WISSAHICKON INC 40 W EVERGREEN AVENUE SUITE 108 PHILADELPHIA PA 191183324 PC $30,000 FOR PEDESTRIAN BRIDGE CONSTRUCTION AND $25,500 TO CONSERVE NATURAL BEAUTY AND THE WILDNESS OF WISSAHICKON VALLEY AND TO STIMULATE PUBLIC INTEREST THEREIN 55000 FRINGEARTS 140 N COLUMBUS BOULEVARD PHILADELPHIA PA 19106 PC THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO IMPLEMENT CHARITABLE AND EDUCATIONAL ACTIVITIES THROUGH PRESENTATION OF PERFORMING ARTS. 25000 INTERACT THEATRE COMPANY C/O THE DRAKE 302 SOUTH HICKS STREET PHILADELPHIA PA 19102 PC A THEATRE FOR TODAY'S WORLD, DEDICATED TO COMMISSIONING, DEVELOPING, AND PRODUCING NEW AND CONTEMPORARY PLAYS THAT EXPLORE THE SOCIAL, POLITICAL, AND CULTURAL ISSUES OF OUR TIME, AND TO IMPROVING THE REGIONAL CLIMATE FOR NEW PLAYS 6000 METROPOLITAN OPERA ASSOCIATION INC 30 LINCOLN CENTER NEW YORK NY 10023 PC PERFORMANCE OF OPERA TO THE PUBLIC 6500 MORRIS ARBORETUM OF THE UNIV OF PENNSYLVANIA 100 E NORTHWESTERN AVENUE PHILADELPHIA PA 19118 PC $27,500 FOR OUTREACH COORDINATOR AND $3,500 IN GENERAL SUPPORT TO INSPIRE AN UNDERSTANDING OF THE RELATIONSHIP BETWEEN PLANTS, PEOPLE, AND PLACE THROUGH EDUCATION, RESEARCH, AND HORTICULTURAL DISPLAY 30000 OPERA PHILADELPHIA 1420 LOCUST STREET SUITE 210 PHILADELPHIA PA 19102 PC COMMITTED TO EMBRACING INNOVATION AND DEVELOPING OPERA FOR THE 21ST CENTURY 34500 PENNSYLVANIA ACADEMY OF THE FINE ARTS 128 NORTH BROAD STREET PHILADELPHIA PA 19102 PC CELEBRATES THE TRANSFORMATIVE POWER OF ART AND ART-MAKING 1500 PHILADELPHIA ARTISTS' COLLECTIVE INC PO BOX 37142 PHILADELPHIA PA 19148 PC CREATES VIBRANT THEATRICAL EVENTS THAT CHALLENGE THE EXPECTATIONS OF CLASSICAL THEATRE. THIS DIVERSE COHORT OF THEATRE ARTISTS STAGES RARELY PRODUCED TEXTS WITH VISCERAL CLARITY IN INTENTIONAL SPACES. PAC UNEARTHS ESSENTIAL STORIES, EXPANDS THE CLASSICAL CANON, AND INSPIRES AUDIENCES TO LEAN IN AND ENGAGE WITH OUR SHARED HUMAN EXPERIENCE 3000 THE PENNSYLVANIA BALLET ASSOCIATION DBA PHILADELPHIA BALLET 323 NORTH BROAD STREET PHILADELPHIA PA 19107 PC FOR STUDENT TICKETS IN ORDER TO CULTIVATE AN ENDURING APPRECIATION FOR DANCE THROUGH WORLD CLASS PERFORMANCES 25000 PHILADELPHIA MUSEUM OF ART BOX 7646 PHILADELPHIA PA 19101 PC COMMITTED TO BEING THE CULTURAL HEART OF PHILADELPHIA. (SCH O)PMA IS A NATIONAL AND INTERNATIONAL DESTINATION FOR ART, BUT FIRST AND FOREMOST WE ARE PHILADELPHIA'S MUSEUM FOR ALL THE MANY DIVERSE COMMUNITIES OF THE CITY. UNDER A NEW LEADERSHIP TEAM, PMA IS PLANNING FOR THE NEXT ERA, EXPANDING THE IMPACT OF THE MUSEUM AS AN ARTS ORGANIZATION AND CIVIC LEADER FOR ALL PHILADELPHIANS TO EXPERIENCE 10000 PHILADELPHIA ORCHESTRA ASSOCIATION ONE SOUTH BROAD STREET 14TH FLOOR PHILADELPHIA PA 19107 PC TO SHARE THE TRANSFORMATIVE POWER OF MUSIC WITH THE WIDEST AUDIENCE 25000 PHILADELPHIA THEATRE COMPANY 215 SOUTH BROAD STREET SUITE 304 PHILADELPHIA PA 19107 PC A VITAL CIVIC INSTITUTION DEDICATED TO THE CREATION OF EXTRAORDINARY THEATRICAL EXPERIENCES 10000 PHILADELPHIA FILM SOCIETY 1412 CHESTNUT STREET PHILADELPHIA PA 19102 PC RENOVATIONS TO THE BUILDING IN ORDER TO CREATE OPPORTUNITIES FOR DIVERSE COMMUNITIES TO EXPERIENCE FILM 10000 PHILADELPHIA FOUNDATION 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 PC COMMUNITY FOUNDATION STRENGTHENS THE ECONOMIC, SOCIAL & CIVIC VITALITY OF GREATER PHILADELPHIA 5000 THEATRE EXILE COMPANY 1340 S 13TH STREET PHILADELPHIA PA 19147 PC PRODUCE THEATRICAL WORKS 1000 WILMA THEATER 265 BROAD STREET PHILADELPHIA PA 19107 PC THEATRICAL PRODUCTION 96500 WOMENS WAY 1617 JOHN F KENNEDY BOULEVARD SUITE 2043 PHILADELPHIA PA 19103 PC WOMEN'S WAY IS THE GREATER PHILADELPHIA REGION'S LEADING NONPROFIT ORGANIZATION DEDICATED TO THE ADVANCEMENT OFWOMEN, GIRLS, AND GENDER EQUITY. ESTABLISHED IN THE MID-70'S, THE ORGANIZATION INSPIRES AND MOBILIZES THE COMMUNITY TOINVEST IN ORGANIZATIONS AND LEADERS THAT ADVANCE THE RIGHTS OF AND OPPORTUNITIES FOR WOMEN AND GIRLS, AND ACHIEVEGENDER EQUITY FOR ALL 10000 PLANNED PARENTHOOD OF SOUTHEASTERN PENNSYLVANIA PA 1144 LOCUST STREET PHILADELPHIA PA 19107 PC TO PROTECT AND ENHANCE REPRODUCTIVE FREEDOM, INCREASE ACCESS TO REPRODUCTIVE HEALTH SERVICES AND INFORMATION, AND PROMOTE SEXUAL HEALTH. 30000 475500 0 14 12 14 207148 18 243 18 274077 0 481480 0 481480 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7245 3623 3622 970.000 SHS ABBVIE INC 56087 172370 3,520.000 SHS ALPHABET INC CL A COM 145070 666336 1,600.000 SHS AMAZON COM INC 101415 351024 620.000 SHS AMERICAN ELEC PWR INC 34124 57183 424.000 SHS AMGEN INC 57430 110511 1,900.000 SHS APPLE INC 40969 475798 577.000 SHS AUTOMATIC DATA PROCESSING INC 38884 168905 650.000 SHS BERKSHIRE HATHAWAY INC DEL NEW CL B COM 130080 294632 227.000 SHS BLACKROCK INC 59235 232700 1,885.000 SHS BLACKSTONE, INC 82636 325012 818.000 SHS CHEVRON CORP 79964 118479 2,432.000 SHS CISCO SYS INC 41349 143974 921.000 SHS COLGATE PALMOLIVE CO 60561 83728 860.000 SHS DISNEY WALT CO COM 17303 95761 175.000 SHS EQUINIX INC 119477 165006 1,228.000 SHS EXXON MOBIL CORP 65557 132096 494.000 SHS HOME DEPOT INC 55051 192161 893.000 SHS HONEYWELL INTL INC 87574 201720 5,135.000 SHS ISHARES CORE S&P 500 ETF 1082860 3022872 1,285.000 SHS J P MORGAN CHASE & CO 48922 308027 1,118.000 SHS JOHNSON & JOHNSON 2783 161685 227.000 SHS LOCKHEED MARTIN CORP 70159 110308 823.000 SHS LOWES COS INC 39176 203116 442.000 SHS MCDONALDS CORP 40686 128131 1,041.000 SHS MERCK & CO INC NEW COM 16264 103559 1,303.000 SHS MICROSOFT CORP 11396 549215 1,105.000 SHS MONDELEZ INTL INC 41399 66002 6,780.000 SHS NVIDIA CORP 46104 910486 553.000 SHS PEPSICO INC 34875 84089 731.000 SHS PROCTER & GAMBLE CO 53225 122552 737.000 SHS RTX CORP. 41595 85286 390.000 SHS SALESFORCE COM INC 62126 130389 1,916.000 SHS TJX COS INC NEW 71441 231472 614.000 SHS VISA INC CL A COM 83570 194049 805.000 SHS CHURCH & DWIGHT INC 47524 84292 9,340.000 SHS ISHARES RUSSELL MID-CAP ETF 391265 825656 4,695.161 SHS PRINCIPAL MIDCAP BLEND FUND INSTL CL 145000 209545 2,087.683 SHS FULLER & THALER BEHAVIORAL SMALL-CAP EQUITY FUND CL R6 50000 94823 3,720.000 SHS VANGUARD SMALL-CAP ETF 491966 893842 614.000 SHS ACCENTURE PLC CL A COM 59627 215999 505.000 SHS EATON CORP PLC 38616 167594 5,491.349 SHS INVESCO OPPENHEIMER INTL GROWTH FUND CL R6 192024 173087 3,855.000 SHS ISHARES EDGE MSCI MIN VOL EAFE ETF 259556 272587 420.00 SHS CATERPILLAR INC. 97495 152359 225.000 SHS UNION PACIFIC CORP. 60748 51309 505.000 SHS VALERO ENERGY CORP 57136 61908 795.000 SHS DUPONT DE NEMOURS INC. 60476 60619 640.000 SHS LYONDELLBASELL INDUSTRIES 57658 47533 1,500.000 SHS FIRST TRUST NASDQ CYBERESECURITY ETF 66073 95175 250.000 SHS META PLATFORMS INC 112683 146378 1,533.000 SHS FORTINET, INC 85904 144838 300.000 SHS QUANTA SERVICES, INC 77013 94815 300.000 SHS SPOTIFY TECH SA REG 89185 134214 BASIS ADJUSTMENT ON NONTAXABLE SPINOFF/MERGERS 3548 BASIS ADJUSTMENT - RETURN OF PRINCIPAL 400 ANNUAL DUES 200 0 200 BANK FEES 25 0 25 LITIGATION SETTLEMENT PROCEEDS 243 243 243 INVESTMENT MANAGEMENT FEES 27044 27044 0 FOREIGN TAXES 683 683 0 EXCISE TAXES 5050 0 0