2025-06-13T13:41:25-04:00 2024-12-31 222212404 BARATZ & ASSOCIATES PA 4B EVES DR STE 100 MARLTON NJ 08053 990PF 2024-01-01 236436066 DELAWARE COUNTY MEDICAL SOCIETY PUBLIC HEALTH FUND DELA 6103163817 106 BEAUFORT COURT PHOENIXVILLE PA 19460 JOHN ROSECKY CFP PRESIDENT 6103163817 2025-06-13 true true DAVID J KRAMERCPA ESQ P00107107 8569855688 2025-06-13 2024 2025-03-06 01:10:19Z X 682193 X X 2 2 14740 14740 42495 74597 42495 309 57546 57237 1550 205 406 2161 0 0 28675 28675 30836 0 28675 26710 57237 9940 4950 4950 216584 248284 677243 226524 253234 682193 0 X 202606 202606 23918 50628 226524 253234 226524 253234 226524 26710 253234 253234 ORGANON AND CO REG SHS 20 SHS P 2012-04-11 2024-10-09 337 370 -33 -33 CALAMOS CONV OPP INC FD 666 SHS P 2002-06-25 2024-10-09 7735 8441 -706 -706 CALAMOS CONV & HIGH INC FD 550 SHS P 2006-12-29 2024-10-09 6556 8628 -2072 -2072 BLACKROCK DEBT STRATEGIES FD 870 SHS P 2002-02-26 2024-10-09 9488 11458 -1970 -1970 ELI LILLY & CO 50 SHS P 2010-05-14 2024-10-09 45109 1735 43374 43374 ZIMVIE INC P 2024-10-09 298 179 119 119 BNY MELLON ACTIVE MIDCAP 33.361 SHS P 2018-05-02 2024-12-27 2000 1291 709 709 42495 796 796 796 X 10 806 false false false false false false false true true true false false false false true N/A JOHN ROSECKY CFP 6103163817 106 BEAUFORT COURT PHOENIXVILLE PA 19460 false false false false false false false false false false false false false false false false false false false false JOHN ROSECKY CFP 106 BEAUFORT COURT PHOENIXVILLE PA 19460 PRESIDENT 1.00 0 0 0 DAVID M SMILK ESQ 408 OAKLEAF TERRACE GLEN MILLS PA 19342 SECRETARY 1.00 0 0 0 ROSEMARY O'MALLEY HALT RPH MPH 106 BEAUFORT COURT PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 DR FREDERIC N HELLMAN 205 COLLEGE AVENUE SWARTHMORE PA 19081 DIRECTOR 1.00 0 0 0 JUNE ELCOCK-MESSAM MD FAAP 401 MOORE ROAD WALLINGFORD PA 19086 DIRECTOR 1.00 0 0 0 DR NORMAN FIENMAN 219 CROFT RIDGE DRIVE BROOMALL PA 19008 DIRECTOR 1.00 0 0 0 NONE NONE THE ORGANIZATION DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITY. INCOME IS DERIVED THROUGH THE INVESTMENTS OF THE ORGANIZATION AND IS DISTRIBUTED TO CHARITABLE AND NONPROFIT HEALTH ORGANIZATIONS IN DELAWARE COUNTY, PA. N/A 691869 17172 0 709041 709041 10636 698405 34920 34920 796 796 34124 34124 34124 28675 28675 34124 21684 28675 21684 6991 27133 JOHN ROSECKY PRESIDENT 106 BEAUFORT COURT PHOENIXVILLE PA 19460 6103163817 PURPOSE OF THE ORGANIZATION AND PURPOSE OF THE GRANT REQUEST. PRIOR TO NOVEMBER 1ST OF EACH YEAR. NONPROFIT OR CHARITABLE ORGANIZATION PROVIDING SERVICES TO DELAWARE COUNTY, PENNSYLVANIA RESIDENTS. COMMUNITY ACTION AGENCY OF DELCO 1414 MEETINGHOUSE ROAD BOOTHWYN PA 19061 NA CHARITABLE 1250 COMPEER CORPS 450 PARKWAY DRIVE SUITE 210 BROOMALL PA 19008 NA CHARITABLE 750 DMAX FOUNDATION 401 DARTMOUTH ROAD BRYN MAWR PA 19010 NA CHARITABLE 1000 DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY 14 WEST SECOND STREET MEDIA PA 19063 NA CHARITABLE 1500 FAMILY SUPPORT LINE 53 W BALTIMORE PIKE SUITE 300 MEDIA PA 19063 NA CHARITABLE 500 MOTHER'S HOME 51 N MACDADE BLVD DARBY PA 19023 NA CHARITABLE 1000 SENIOR COMMUNITY SERVICES 600 SWARTHMORE AVENUE FOLSOM PA 19033 NA CHARITABLE 1000 SURREY SERVICES 60 SURREY WAY DEVON PA 19333 NA CHARITABLE 950 UPPER DARBY FOOD BANK 7766 WAYNE AVENUE UPPER DARBY PA 19082 NA CHARITABLE 2000 WOMEN'S RESOURCE CENTER 113 WEST WAYNE AVE WAYNE PA 19087 NA CHARITABLE 725 MEDIA FOOD BANK 350 W STATE STREET MEDIA PA 19063 NA CHARITABLE 2000 BERNADINE CENTER 2625 W 9TH STREET CHESTER PA 19013 NA CHARITABLE 2000 RIDLEY UMC FOOD PANTRY 501 N SWARTHMORE AVE RIDLEY PARK PA 19078 NA CHARITABLE 2000 GEMME SERVICES 512 W TOWNSHIP LINE ROAD PLYMOUTH MEETING PA 19462 NA CHARITABLE 500 CHILDREN FIRST 990 SPRING GARDEN ST SUITE 200 PHILADELPHIA PA 19123 NA CHARITABLE 1000 THE FOUNDATION FOR DELAWARE COUNTY 200 E STATE STREET SUITE 304 MEDIA PA 19063 NA CHARITABLE 3000 COKESBURY UNITED METHODIST CHURCH- FOOD PANTRY 307 MARKET ST MARCUS HOOK PA 19061 NA CHARITABLE 1000 FAITH TABERNACLE CHURCH 509 W 3RD STREET CHESTER PA 19013 NA CHARITABLE 1000 TRAINER'S PANTRY 1002 CHESTNUT STREET TRAINER PA 19061 NA CHARITABLE 1000 UNION MEMORIAL UNITED METHODIST CHURCH 1007 SUMMIT ST DARBY PA 19023 NA CHARITABLE 1000 CHRIST LUTHERAN CHURCH 7240 WALNUT STREET UPPER DARBY PA 19082 NA CHARITABLE 1000 INTERFAITH FOOD CUPBOARD 140 LANDSDOWNE AVE LANSDOWNE PA 19050 NA CHARITABLE 1000 CHESPENN 1510 CHESTER PIKE SUITE 200 EDDYSTONE PA 19022 NA CHARITABLE 1000 EVERY CHILD COUNTS 401 MOORE ROAD WALLINGFORD PA 19086 NA CHARITABLE 500 28675 14 2 14 14740 14 42495 OTHER INCOME 309 57237 309 57546 8 INCOME IS DERIVED THROUGH THE INVESTMENTS OF THE 8 ORGANIZATION, WHICH IS DISTRIBUTED TO CHARITABLE AND 8 NONPROFIT HEALTH ORGANIZATIONS IN DELAWARE COUNTY, PA. false false false false false false false false false false ACCOUNTING FEES 1550 165 ABBOTT LABS 3868 18663 165 ABBVIE INC SHS 4195 29321 55 AMGEN INC COM 8956 14335 300 BRISTOL-MYERS SQUIBB CO 4205 16968 135 CATERPILLAR INC DEL 12237 48973 27 CIGNA GROUP/THE 4919 7456 100 DEERE CO 7888 42370 185 ELI LILLY & CO 6419 142820 525 EXXON MOBIL CORP COM 876 56474 50 JOHNSON AND JOHNSON COM 5462 7231 10 MCKESSON CORPORATION COM 5135 5699 200 MERCK AND CO INC SHS 7490 19896 10 MOTOROLA SOLUTIONS INC 4752 4622 200 NORFOLK SOUTHERN CORP 10579 46940 185 PROCTOR & GAMBLE CO 9946 31015 13 STRYKER CORP 4706 4681 200 ZIMMER BIOMET HOLDI 7576 21126 105.475 BNY MELLON ACTIVE 6021 6281 452.639 BNY MELLON ACTIVE 17519 26955 666 COHEN AND STEERS QUALITY 9990 8152 1,358.763 INVESCO MULTI ASSET 12712 10598 165 JPMORGAN EQUITY 9953 9492 600 VANECK BDC INCOME ETF 9878 9978 358 VANGUARD HIGH DVD YIELD 33787 45677 225 VANGUARD HIGH DVD TIELD 29483 28708 35 VANGUARD S&P 500 GROWTH 9732 12812 50 ELI LILLY & CO 20 ORGANON AND CO REG SHS 33.361 BNY MELLON ACTIVE 666 CALAMOS CONVERTIBLE OPPORTUNITIE 550 CALAMOS CONV & HIGH INCOME FD 870 BLACKROCK DEBT STRATEGIES FUND EXPENSES BANK CHARGES 150 OFFICE EXPENSE 256 OTHER INCOME 309 TAXES 205