2025-02-20T09:08:01-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2024-01-01 260697610 THE HORNER FOUNDATION C/O PEMBROKE PHILANTHROPY ADVISORS HORN 6108963868 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 TERRY A HORNER TRUSTEE 6108963868 2025-02-18 1 1 CONNIE M LIRA P00481097 2156433900 2025-02-18 2024 2025-03-06 01:10:19Z X 6018708 X X 12182 12182 125915 125915 733583 944717 733583 2171 2171 873851 873851 0 0 0 6442 0 6442 59664 4664 55000 30704 4019 0 14311 0 14311 111121 8683 75753 325000 325000 436121 8683 400753 437730 865168 383333 516182 516182 2882241 3091951 4678169 799003 894174 824357 4064577 4502307 6018708 0 0 X 4064577 4502307 4064577 4502307 4064577 4502307 4064577 437730 0 4502307 0 4502307 PUBLICLY TRADED SECURITIES 845001 211134 633867 633867 CAPITAL GAINS DIVIDENDS P 99716 99716 99716 733583 12026 0 12026 0 12026 14880 0 0 0 14880 0 2854 2854 0 0 0 0 0 0 0 0 1 0 0 1 1 PA 1 0 0 0 1 1 WWW.THEHORNERFOUNDATION.ORG THE FOUNDATION 6108963868 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 TRACY HORNER CULLEN C/O PEMBROKE PHILANTHROPY ADVISORS 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 CO-CHAIR 1.00 0 0 0 ANN MARIE HORNER C/O PEMBROKE PHILANTHROPY ADVISORS 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 CO-CHAIR, FOUNDING TRUSTEE 1.00 0 0 0 TERRY HORNER C/O PEMBROKE PHILANTHROPY ADVISORS 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 TREASURER, FOUNDING TRUSTEE 1.00 0 0 0 JAY CULLEN C/O PEMBROKE PHILANTHROPY ADVISORS 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 TRUSTEE 1.00 0 0 0 CAROLYN HORNER C/O PEMBROKE PHILANTHROPY ADVISORS 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 TRUSTEE 1.00 0 0 0 KATHRYN HORNER C/O PEMBROKE PHILANTHROPY ADVISORS 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 TRUSTEE 1.00 0 0 0 MEGHANN HORNER-SMITH C/O PEMBROKE PHILANTHROPY ADVISORS 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 TRUSTEE 1.00 0 0 0 DAMON LEVY C/O PEMBROKE PHILANTHROPY ADVISORS 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 TRUSTEE 1.00 0 0 0 COREY SHAFFER C/O PEMBROKE PHILANTHROPY ADVISORS 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 TRUSTEE 1.00 0 0 0 NONE 0 PEMBROKE PHILANTHROPY ADVISORS 150 N RADNOR CHESTER ROAD A110 RADNOR PA 19087 FOUNDATION MANAGEMENT SERVICES 55000 0 0 5711012 286285 0 5997297 0 0 5997297 89959 5907338 295367 295367 12026 12026 283341 0 283341 0 283341 400753 0 400753 283341 0 0 293827 382092 64095 209534 107170 1056718 400753 0 0 0 283341 117412 0 0 1174130 0 0 0 0 0 0 293827 880303 382092 64095 209534 107170 117412 X ACTA NON VERBA YOUTH URBAN FARM PROJECT 1001 83RD AVENUE MAILBOX 1 OAKLAND CA 94621 PC NO LIMIT LEADERSHIP PROGRAM (NLLP) 30000 AFRICAN YOUTH ARISE 6 FOXGLOVE ROAD KETTERING NORTHAMPTONSHIRE UK NN14 2JT NC SAFE RELATIONSHIP AND SEXUAL HEALTH 19200 BABY BASICS NORTHAMPTON THE KEEP HOUSE 124 HIGH STREET WELLINGBOROUGH NORTHAMPTONSHIRE UK NN29 7RJ NC DREAM SAFE BABY 32915 BLACK GIRLS LOVE MATH 3600 CONSHOHOCKEN AVENUE APT 2212 PHILADELPHIA PA 19131 PC BLACK GIRLS LOVE MATH AFTER SCHOOL ENRICHMENT 20000 DAVENTRY VOLUNTEER CENTRE 13 NEW STREET DAVENTRY NORTHAMPTONSHIRE UK NN11 4BT NC MILK & YOU PEER SUPPORT 19200 DOWNTOWN BLANSHARD ADVISORY COMMITTEE 901 KINGS ROAD VICTORIA BRITISH COLUMBIA CA V8X 1W5 NC FOOD SKILLS FOR YOUTH PROGRAM (FSYP) 25000 FOODCORPS 1140 SE 7TH AVENUE SUITE 110 PORTLAND OR 97214 PC THE JOY & POWER OF FOOD: INTERSECTION OF FOOD JUSTICE & YOUTH DEVELOPMENT IN OAKLAND 10000 HEIGHTS PHILADELPHIA 123 S BROAD STREET SUITE 850 PHILADELPHIA PA 19109 PC HEIGHTS COMPUTER SCIENCE AND TECHNOLOGY PATHWAY 30000 MARLEY'S MUTTS DOG RESCUE 1121 W VALLEY BLVD SUITE I 140 TEHACHAPI CA 93561 PC ENTITY SUPPORT 1250 OAKLAND LACROSSE CLUB 248 3RD STREET 438 OAKLAND CA 94607 PC GIRLS MIDDLE SCHOOL TO HIGH SCHOOL TRANSITION & PIPELINE 30000 PHILADELPHIA ROBOTICS COALITION INC 3500 SCOTTS LANE D07 PHILADELPHIA PA 19129 PC AFTERSCHOOL ROBOTICS: PATHWAYS TO STEM COLLEGE & CAREER FOR UNDERSERVED PHILADELPHIA YOUTH 20000 SCHWAB CHARITABLE FUND 211 MAIN STREET SAN FRANCISCO CA 94105 PC ENTITY SUPPORT 3685 THE CTC WELLNESS FOUNDATION 301 BARREN HILL ROAD CONSHOHOCKEN PA 19428 PC ENTITY SUPPORT 1250 URBAN ADAMAH 1151 6TH STREET BERKELEY CA 94710 PC ENTITY SUPPORT 5000 VICTORIA FOUNDATION 703 BROUGHTON STREET 200 VICTORIA BRITISH COLUMBIA CA V8W 1E2 NC ENTITY SUPPORT 75000 WORLD AFFAIRS COUNCIL OF PHILADELPHIA 1617 JOHN F KENNEDY BLVD SUITE 1660 PHILADELPHIA PA 19103 PC ENTITY SUPPORT 2500 325000 ACTA NON VERBA YOUTH URBAN FARM PROJECT 1001 83RD AVENUE MAILBOX 1 OAKLAND CA 94621 PC NO LIMIT LEADERSHIP PROGRAM (NLLP) 30000 AFRICAN YOUTH ARISE 6 FOXGLOVE ROAD KETTERING NORTHAMPTONSHIRE UK NN14 2JT NC SAFE RELATIONSHIP AND SEXUAL HEALTH 12800 BABY BASICS NORTHAMPTON THE KEEP HOUSE 124 HIGH STREET WELLINGBOROUGH NORTHAMPTONSHIRE UK NN29 7RJ NC DREAM SAFE BABY 32000 BLACK GIRLS LOVE MATH 3600 CONSHOHOCKEN AVENUE APT 2212 PHILADELPHIA PA 19131 PC BLACK GIRLS LOVE MATH AFTER SCHOOL ENRICHMENT 20000 DAVENTRY VOLUNTEER CENTRE 13 NEW STREET DAVENTRY NORTHAMPTONSHIRE UK NN11 4BT NC MILK & YOU PEER SUPPORT 19200 FOODCORPS 1140 SE 7TH AVENUE SUITE 110 PORTLAND OR 97214 PC THE JOY & POWER OF FOOD: INTERSECTION OF FOOD JUSTICE & YOUTH DEVELOPMENT IN OAKLAND 10000 HEIGHTS PHILADELPHIA 123 S BROAD STREET SUITE 850 PHILADELPHIA PA 19109 PC HEIGHTS COMPUTER SCIENCE AND TECHNOLOGY PATHWAY 30000 OAKLAND LACROSSE CLUB 248 3RD STREET 438 OAKLAND CA 94607 PC GIRLS MIDDLE SCHOOL TO HIGH SCHOOL TRANSITION & PIPELINE 30000 PHILADELPHIA ROBOTICS COALITION INC 3500 SCOTTS LANE D07 PHILADELPHIA PA 19129 PC AFTERSCHOOL ROBOTICS: PATHWAYS TO STEM COLLEGE & CAREER FOR UNDERSERVED PHILADELPHIA YOUTH 20000 204000 14 12182 14 125915 01 2171 18 733583 0 873851 0 873851 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 6442 0 6442 AFRICAN YOUTH ARISE 6 FOXGLOVE ROAD KETTERING NORTHAMPTONSHIRE UK NN14 2JT 2024-08-06 19200 SAFE RELATIONSHIP AND SEXUAL HEALTH 0 NONE REPORT NOT YET DUE GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. BABY BASICS NORTHAMPTON THE KEEP HOUSE 124 HIGH STREET WELLINGBOROUGH NORTHAMPTONSHIRE UK NN29 7RJ 2024-08-06 32915 DREAM SAFE BABY 0 NONE REPORT NOT YET DUE GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. DAVENTRY VOLUNTEER CENTRE 13 NEW STREET DAVENTRY NORTHAMPTONSHIRE UK NN11 4BT 2023-08-16 28000 MILK & YOU PEER SUPPORT 28000 NONE 6/4/2024 GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. DAVENTRY VOLUNTEER CENTRE 13 NEW STREET DAVENTRY NORTHAMPTONSHIRE UK NN11 4BT 2024-08-06 19200 MILK & YOU PEER SUPPORT 0 NONE REPORT NOT YET DUE GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. DOWNTOWN BLANSHARD ADVISORY COMMITTEE 901 KINGS ROAD VICTORIA BRITISH COLUMBIA CA V8T 1W5 2021-09-10 4954 NON-PROFITS, FRONTLINE YOUTH WORKERS, AND STUDENTS HAVE BARRIERS TO ACCESSING PROFESSIONAL DEVELOPMENT OPPORTUNITIES DUE TO PART-TIME WORK AND LOW WAGES. THE HYPE CONFERENCE IS A LOW-BARRIER CONFERENCE THAT PROVIDES PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR 80-100 PEOPLE EACH YEAR IN THE GREATER VICTORIA AREA. EACH YEAR WE HAVE SEEN OUR NUMBERS GROW. OVER 90% OF PARTICIPANTS HAVE INDICATED THAT HYPE WAS ACCESSIBLE AND VALUABLE FOR LEARNING, RELEVANT TO THE WORK THEY DO IN THE COMMUNITY, WORTH THEIR TIME, AND PROVIDED A SPACE FOR ENGAGEMENT AND CONNECTION TO A LARGER GROUP. YOUTH SERVICE PROVIDERS IN OUR COMMUNITY HAVE ASKED FOR THE HYPE CONFERENCE TO CONTINUE AND THE GRANT FROM THE HORNER FOUNDATION WILL ENSURE THAT IT DOES. WHILE THE HYPE CONFERENCE WAS PLANNED FOR NOVEMBER 2021, IT WAS CANCELLED DUE TO COVID. THE FOUNDATION GRANTED THE ORGANIZATION AN EXTENSION. 1150 SEE STATEMENT 14 4/3/2023, 2/6/2024 GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. DOWNTOWN BLANSHARD ADVISORY COMMITTEE 901 KINGS ROAD VICTORIA BRITISH COLUMBIA CA V8T 1W5 2022-05-31 25000 THE FOOD SKILLS FOR YOUTH PROGRAM (FSYP) AIMS TO CONNECT YOUTH WITH HEALTHY EATING CHOICES, WORK EXPERIENCE, AND LIFE SKILLS WHILE HAVING FUN AND WORKING AS PART OF A TEAM. YOUTH WILL BE TAUGHT THE BASIC CULINARY SKILLS THEY NEED TO RUN A FOOD CART AND COOK HEALTHY MEALS FOR THEIR FAMILIES WHILE ENHANCING THEIR EMPLOYABILITY SKILLS AND LEADERSHIP SKILLS BY TAILORING OPPORTUNITIES BASED ON DEVELOPMENTAL NEEDS/STAGES OF THE YOUTH PARTICIPANTS. 23425 NONE 8/17/2023, 8/9/2024 GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. DOWNTOWN BLANSHARD ADVISORY COMMITTEE 901 KINGS ROAD VICTORIA BRITISH COLUMBIA CA V8T 1W5 2024-09-24 25000 THE FOOD SKILLS FOR YOUTH PROGRAM (FSYP) AIMS TO CONNECT YOUTH WITH HEALTHY EATING CHOICES, WORK EXPERIENCE, AND LIFE SKILLS WHILE HAVING FUN AND WORKING AS PART OF A TEAM. YOUTH WILL BE TAUGHT THE BASIC CULINARY SKILLS THEY NEED TO RUN A FOOD CART AND COOK HEALTHY MEALS FOR THEIR FAMILIES WHILE ENHANCING THEIR EMPLOYABILITY SKILLS AND LEADERSHIP SKILLS BY TAILORING OPPORTUNITIES BASED ON DEVELOPMENTAL NEEDS/STAGES OF THE YOUTH PARTICIPANTS. 0 NONE REPORT NOT YET DUE GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. MADDIE'S MIRACLE CASTLE STREET AYLESBURY WAREHAM UK HP20 2RE 2022-07-29 2445 BREASTFEEDING EDUCATION AND PERINATAL SUPPORT AROUND THE UNITED KINGDOM 2445 NONE 1/28/24 GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. NORTHAMPTONSHIRE RAPE CRISIS (NRC) FLOOR TWO WARWICK HOUSE BILLING RD CLIFTONVILLE NORTHAMPTON UK NN1 5BE 2022-05-31 15000 ORIGINAL PURPOSE: UNDERSTANDING HEALTHY RELATIONSHIPS AND IDENTIFYING SEXUAL HARASSMENT. REVISED PURPOSE: SUPPORTING PEOPLE WHO HAVE BEEN SEXUALLY ABUSED, ASSAULTED, OR RAPED. 0 SEE STATEMENT 14 8/1/2024 GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. VICTORIA COMMUNITY FOOD HUB SOCIETY 808 VIEWFIELD RD VICTORIA BRITISH COLUMBIA CA V9A 4V1 2023-03-27 63000 SWCENENITEL FOODS INITIATIVE 63000 NONE 9/28/2024 GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. VICTORIA FOUNDATION 703 BROUGHTON STREET 200 VICTORIA BRITISH COLUMBIA CA V8W 1E2 2022-12-09 8000 FUNDING TO OTHER REGISTERED CHARITIES, AS PER THE COMMUNITY FOUNDATION AGREEMENT.THE HORNER FOUNDATION MONITORS DUE DATES TO ENSURE TIMELY REPORTING AND REACHED OUT TO THE VICTORIA FOUNDATION TO OBTAIN THE REPORTING DUE IN DECEMBER 2024. THE VICTORIA FOUNDATION RESPONDED IN JANUARY 2025 AND CONFIRMED THE GRANT WAS FULLY EXPENDED. 2968 NONE 12/20/2023 GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. VICTORIA FOUNDATION 703 BROUGHTON STREET 200 VICTORIA BRITISH COLUMBIA CA V8W 1E2 2023-12-21 5000 FUNDING TO OTHER REGISTERED CHARITIES, AS PER THE COMMUNITY FOUNDATION AGREEMENT.THE HORNER FOUNDATION MONITORS DUE DATES TO ENSURE TIMELY REPORTING AND REACHED OUT TO THE VICTORIA FOUNDATION TO OBTAIN THE REPORTING DUE IN DECEMBER 2024. THE VICTORIA FOUNDATION RESPONDED IN JANUARY 2025 AND CONFIRMED THAT THERE WERE NO EXPENDITURES AGAINST THIS GRANT. 0 NONE SEE EXPLANATION IN PURPOSE OF GRANT GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. VICTORIA FOUNDATION 703 BROUGHTON STREET 200 VICTORIA BRITISH COLUMBIA CA V8W 1E2 2024-03-12 75000 FUNDING TO OTHER REGISTERED CHARITIES, AS PER THE COMMUNITY FOUNDATION AGREEMENT. 0 NONE REPORT NOT YET DUE GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. PART VI-B, LINE 5D - DIVERSION OF FUNDS BY GRANTEE DOWNTOWN BLANSHARD ADVISORY COMMITTEEWHILE THE HYPE CONFERENCE WAS PLANNED FOR NOVEMBER 2021, IT WAS CANCELLED DUE TO COVID. THANK A YOUTH WORKER DAY, WHICH WAS ALSO PART OF THE GRANT FOCUS, WENT AHEAD AS PLANNED AND ACCOUNTS FOR $1,150 OF THE TOTAL AMOUNT EXPENDED. THE HORNER FOUNDATION GRANTED THE ORGANIZATION AN EXTENSION, BUT THE 2023 HYPE CONFERENCE DID NOT TAKE PLACE DUE TO STAFFING ISSUES. THE REMAINING $3,804 WAS USED TO BUILD THE CAPACITY OF YOUTH WORKERS IN VICTORIA THROUGH THE YOUTH SERVICE PROVIDERS' NETWORK. PART VI-B, LINE 5D - DIVERSION OF FUNDS BY GRANTEE NORTHAMPTONSHIRE RAPE CRISIS (NRC)IN JULY 2023, NRC REQUESTED AND RECEIVED A ONE-YEAR EXTENSION IN ORDER TO FULLY EXPEND THE FIRST INSTALLMENT OF $15,000 FROM MAY 2022. IN MARCH 2024, NRC TERMINATED THE PROGRAM FUNDED BY THIS GRANT DUE TO STAFFING ISSUES. THE HORNER FOUNDATION APPROVED THE REMAINING FUNDS BE REALLOCATED TO THE SALARY OF A STAFF MEMBER WHO PERFORMS INTAKE AND NEEDS ASSESSMENTS OF NEW CLIENTS AND CONNECTS THOSE CLIENTS WITH THE SPECIFIC SERVICES AND CARE THEY NEED, CARRYING OUT THE ORGANIZATION'S MISSION OF SUPPORTING PEOPLE WHO HAVE BEEN SEXUALLY ABUSED, ASSAULTED, OR RAPED. VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL CLASS, 61,227.527 SH 632796 580437 VANGUARD TOTAL INTL BOND INDEX FUND ADMIRAL CLASS, 12,425.89 SH 261378 243920 VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND ADMIRAL CLASS, 8,483.519 SH 220895 247295 VANGUARD ADVICE SELECT GLOBAL VALUE FUND ADMIRAL CLASS, 11,009.174 SH 264000 286679 VANGUARD ADVICE SELECT INTL GROWTH FUND ADMIRAL CLASS, 12,478.589 SH 204564 240088 VANGUARD CAPITAL OPPORTUNITY FUND ADMIRAL CLASS, 4,005.562 SH 691411 758213 VANGUARD INTL CORE STOCK FUND ADMIRAL CLASS, 9,280.498 SH 219131 236931 VANGUARD TOTAL INTL STOCK INDEX FUND ADMIRAL CLASS, 39,615.228 SH 998618 1255406 VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL CLASS, 9,640.039 SH 307359 1359535 VANGUARD WINDSOR II FUND ADMIRAL CLASS, 3,743.123 SH 185973 294022 INFORMATION TECHNOLOGY 13613 0 13613 INSURANCE 698 0 698 LEGAL SETTLEMENT 2171 2171 2171 INVESTMENT FEES 4664 4664 0 FOUNDATION MANAGEMENT 55000 0 55000 FOREIGN TAXES 4019 4019 0 FEDERAL EXCISE TAX 26685 0 0