2024-02-06T13:51:38-06:00 2022-12-31 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990PF 2022-01-01 222583922 GRACE S AND W LINTON NELSON FOUNDATION GRAC 6109772488 150 N RADNOR CHESTER ROAD F200 RADNOR PA 19087 ALEXANDRA A ALDRIDGE PRESIDENT 6109772488 2024-02-06 1 ALEXANDRA ALDRIDGE 999009999 0 JENNIFER SOLOT P00749373 2155677770 2024-02-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 20106270 X X 210625 157020 188855 188855 1490738 8659516 1490738 1890218 1836613 232989 0 232989 84189 0 84189 26450 0 26450 4311 0 4311 21488 0 21488 128899 111289 17610 54893 0 18930 5940 0 5940 130 0 130 69533 12639 56894 628822 123928 468931 742500 742500 1371322 123928 1211431 518896 1712685 1205955 935905 935905 2272041 454716 454716 16579449 13987007 13987007 2375681 1966804 1966804 3231354 2761343 2761343 495 495 495 25664975 20106270 20106270 0 0 X 25664975 20106270 25664975 20106270 25664975 20106270 25664975 518896 0 26183871 6077601 20106270 MILLCREEK A/C 0594 ST P 344248 364620 -20372 -20372 MILLCREEK A/C 0594 LT P 847934 906473 -58539 -58539 MILLCREEK A/C 3797 ST P 736280 630300 105980 105980 MILLCREEK A/C 3797 LT P 6564881 5266627 1298254 1298254 MILLCREEK CAPITAL GAINS DIVIDENDS P 97261 97261 97261 MCA ABSOLUTE RETURN P 17830 17830 17830 MCA PRIVATE EQUITY MCPIV36 P 34779 34779 34779 MCA PRIVATE EQUITY MCPIV36 P 16303 16303 16303 MILLCREEK ADDITIONAL K-1 LOSSES P 758 -758 -758 1490738 23806 0 23806 0 23806 21402 0 25000 0 46402 8 22588 22588 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 WWW.NELSONFOUNDATIONPA.ORG ALEXANDRA A ALDRIDGE 6109772488 150 N RADNOR CHESTER RD F200 RADNOR PA 19087 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEXANDRA A ALDRIDGE 150 N RADNOR CHESTER RD SUITE F200 RADNOR PA 19087 DIRECTOR, PRESIDENT 40.00 211835 21153 0 DONNA S LINDNER 150 N RADNOR CHESTER RD SUITE F200 RADNOR PA 19087 DIRECTOR, BOARD CHAIR 2.00 0 0 0 ANTONIO C WILLIAMS 150 N RADNOR CHESTER RD SUITE F200 RADNOR PA 19087 DIRECTOR, TREASURER 1.50 0 0 0 CAROLINA C DIGIORGIO 150 N RADNOR CHESTER RD SUITE F200 RADNOR PA 19087 DIRECTOR, SECRETARY 1.50 0 0 0 SONYA W WEIGLE 150 N RADNOR CHESTER RD SUITE F200 RADNOR PA 19087 DIRECTOR 1.00 0 0 0 MELIZA REYNOSO 150 N RADNOR CHESTER RD SUITE F200 RADNOR PA 19087 DIRECTOR 1.00 0 0 0 JENNY SNYDER 150 N RADNOR CHESTER RD SUITE F200 RADNOR PA 19087 PROGRAM MANAGER 30.00 81663 5051 2000 0 MILL CREEK INVESTMENT ADVISORS 161 WASHINGTON ST SUITE 1500 CONSHOHOCKEN PA 19428 INVESTMENT ADVISORY SERVICES 81303 0 0 21272413 343944 0 21616357 0 0 21616357 324245 21292112 1064606 1064606 23806 23806 1040800 0 1040800 0 1040800 1211431 0 1211431 1040800 0 0 7754 126189 219478 202006 555427 1211431 0 0 0 1040800 170631 0 0 726058 0 0 0 0 0 0 7754 718304 126189 219478 202006 170631 SEE BELOW 150 N RADNOR CHESTER RD F200 RADNOR PA 19087 6109772488 N/A THE FOUNDATION USES AN ONLINE GRANT SYSTEM REQUIRING ALL FUNDING REQUESTS AND FOLLOW-UPS TO BE SUBMITTED ONLINE. THE SYSTEM CAN BE ACCESSED BY GOING TO THE APPLYING FOR A GRANT PAGE OF THE FOUNDATION'S WEBSITE (HTTP://WWW.NELSONFOUNDATIONPA.ORG/APPLYING/INDEX.HTML) AND CLICKING ON THE "ONLINE APPLICATION BUTTON". AS OF JANUARY 1, 2013, THE FOUNDATION ADDED A LETTER OF INQUIRY (LOI) PHASE TO ITS APPLICATION PROCESS. AFTER REVIEW OF THE LOI BY THE FOUNDATION, SELECTED APPLICANTS MAY BE MOVED ON TO THE APPLICATION PHASE. SEE STATEMENT 15 SEE STATEMENT 16 ACHIEVE NOW 1735 MARKET STREET SUITE A 500 PHILADELPHIA PA 19103 NONE PC GENERAL OPERATING SUPPORT 14000 AFTER SCHOOL ACTIVITIES PARTNERSHIPS 1520 LOCUST STREET SUITE 1104 PHILADELPHIA PA 19102 NONE PC GENERAL OPERATING SUPPORT 15000 AFTER-SCHOOL ALL-STARS PHILADELPHIA 1501 CHERRY STREET PHILADELPHIA PA 19102 NONE PC CAPACITY BUILDING 75000 AFTER-SCHOOL ALL-STARS PHILADELPHIA 1501 CHERRY STREET PHILADELPHIA PA 19102 NONE PC GENERAL OPERATING SUPPORT 13500 ASIAN AMERICANS UNITED 1023 CALLOWHILL STREET PHILADELPHIA PA 19123 NONE PC GENERAL OPERATING SUPPORT 14000 BEGIRLWORLD 812 N 13TH STREET PHILADELPHIA PA 19123 NONE PC DIRECTOR'S GRANT - GENERAL OPERATING SUPPORT 2500 BIG PICTURE ALLIANCE 924 CHERRY ST 5TH FLOOR PHILADELPHIA PA 19107 NONE PC GENERAL OPERATING SUPPORT 12500 BREAD & ROSES COMMUNITY FUND 100 S BROAD STREET SUITE 1600 PHILADELPHIA PA 19102 NONE PC KENSINGTON COMMUNITY RESILIENCE FUND 15000 BRIDGE ACADEMY & COMMUNITY CENTER 578 OLIVE STREET COATESVILLE PA 19320 NONE PC DIRECTOR'S GRANT - GENERAL OPERATING 2500 BRIDGE ACADEMY & COMMUNITY CENTER 578 OLIVE STREET COATESVILLE PA 19320 NONE PC GENERAL OPERATING SUPPORT 12500 BRIGHTER HORIZON FOUNDATION 739 WESTVIEW STREET PHILADELPHIA PA 19119 NONE PC GENERAL OPERATING SUPPORT 12500 CASA OF PHILADELPHIA COUNTY 1501 CHERRY STREET PHILADELPHIA PA 19102 NONE PC GENERAL OPERATING SUPPORT 15000 CASA YOUTH ADVOCATES INC PO BOX 407 26 E 4TH STREET MEDIA PA 19063 NONE PC DIRECTOR'S GRANT - GENERAL OPERATING 5000 CASA YOUTH ADVOCATES INC PO BOX 407 26 E 4TH STREET MEDIA PA 19063 NONE PC GENERAL OPERATING SUPPORT 15000 CEASEFIRE PA INC 1518 WALNUT STREET SUITE 502 PHILADELPHIA PA 191023419 NONE PC PRESIDENT'S GRANT 2500 CENTRO DE APOYO COMUNITARIO 307 OWEN AVE LANSDOWNE PA 19050 NONE PC DIRECTOR'S GRANT - GENERAL OPERATING 2500 CENTRO NUEVA CREACION 185 W TIOGA STREET PHILADELPHIA PA 19140 NONE PC GENERAL OPERATING SUPPORT 15000 CHESTER COUNTY FUTURES 50 SOUTH FIRST AVE SUITE 105 COATESVILLE PA 19320 NONE PC GENERAL OPERATING SUPPORT 12500 CHESTER EASTSIDE INC 301 E 9TH ST CHESTER PA 19013 NONE PC DIRECTOR'S GRANT - GENERAL OPERATING 2500 CHESTER EDUCATION FOUNDATION 419 AVENUE OF THE STATES SUITE 700 CHESTER PA 190134444 NONE PC GENERAL OPERATING SUPPORT 14000 CHILDREN FIRST (FORMERLY PCCY) 990 SPRING GARDEN ST SUITE 200 PHILADELPHIA PA 19123 NONE PC GREATER PHILADELPHIA EXTRA-CURRICULAR COLLABORATIVE (GPEC) 10000 CITYTEAM MINISTRIES CHESTER 634 SPROUL STREET CORPORATE HEADQUARTERS CHESTER PA 19013 NONE PC DIRECTOR'S GRANT - YOUTH PROGRAMS 5000 COATESVILLE YOUTH INITIATIVE 545 EAST LINCOLN HIGHWAY COATESVILLE PA 19320 NONE PC GENERAL OPERATING SUPPORT 12500 CODED BY KIDS 3675 MARKET ST SUITE 200 PHILADELPHIA PA 19104 NONE PC DIRECTOR'S GRANT - GENERAL OPERAING 2500 COLLEGE POSSIBLE PHILADELPHIA 2000 HAMILTON STREET SUITE 303 PHILADELPHIA PA 19130 NONE PC GENERAL OPERATING SUPPORT 13500 ESF DREAM CAMP FOUNDATION 750 E HAVERFORD ROAD BRYN MAWR PA 19010 NONE PC GENERAL OPERATING SUPPORT 12500 HEALTHY NEWSWORKS PO BOX 431 DREXEL HILL PA 19026 NONE PC GENERAL OPERATING SUPPORT 13500 HEALTHY NEWSWORKS PO BOX 431 DREXEL HILL PA 19026 NONE PC GRACE NELSON AWARD 5000 HORIZONS AT THE EPISCOPAL ACADEMY 1785 BISHOP WHITE DRIVE NEWTOWN SQUARE PA 19073 NONE PC GENERAL OPERATING SUPPORT 12500 INTERNATIONAL RESCUEA2I17 COMMITTEE INC 122 E 42ND ST NEW YORK NY 10168 NONE PC PRESIDENT'S GRANT - UKRAINE EMERGENCY RESPONSE FUND 2500 MIGHTY WRITERS 1501 CHRISTIAN ST PHILADELPHIA PA 19146 NONE PC GENERAL OPERATING SUPPORT 15000 MONTGOMERY CHILD ADVOCACY PROJECT (MCAP) 409 CHERRY ST NORRISTOWN PA 19401 NONE PC GENERAL OPERATING SUPPORT 15000 NEIGHBORHOOD BIKE WORKS 3943 LANCASTER AVE PHILADELPHIA PA 19104 NONE PC GENERAL OPERATING SUPPORT 13500 NORRIS SQUARE NEIGHBORHOOD PROJECT 2141 N HOWARD STREET PHILADELPHIA PA 19122 NONE PC GENERAL OPERATING SUPPORT 15000 NORRIS SQUARE NEIGHBORHOOD PROJECT 2141 N HOWARD STREET PHILADELPHIA PA 19122 NONE PC GRACE NELSON AWARD 5000 NORRIS SQUARE NEIGHBORHOOD PROJECT 2141 N HOWARD STREET PHILADELPHIA PA 19122 NONE PC CAPACITY BUILDING FINAL REPORT 1000 ONE HOUSE AT A TIME 411 SUSQUEHANNA ROAD AMBLER PA 19002 NONE PC GENERAL OPERATING SUPPORT 15000 PARKESBURG POINT YOUTH CENTER 700 MAIN STREET PO BOX 731 PARKESBURG PA 19365 NONE PC GENERAL OPERATING SUPPORT 15000 PHILADELPHIA CITY ROWING 450 PLYMOUTH ROAD SUITE 305 PLYMOUTH MEETING PA 19462 NONE PC GENERAL OPERATING 15000 PHILADELPHIA YOUTH BASKETBALL (PYB) 1735 MARKET STREET CONCOURSE FLOOR PHILADELPHIA PA 19103 NONE PC GRACE NELSON AWARD 10000 PLAYWORKS PENNSYLVANIA 1602 FRANKFORD AVENUE PO BOX 29466 PHILADELPHIA PA 19125 NONE PC GENERAL OPERATING SUPPORT 15000 PROVIDENCE CENTER 2557 N 5TH STREET PHILADELPHIA PA 19133 NONE PC GENERAL OPERATING SUPPORT 14000 ROCK TO THE FUTURE 1201 N 3RD STREET 283 PHILADELPHIA PA 19122 NONE PC CAPACITY BUILDING 35000 ROCK TO THE FUTURE 1201 N 3RD STREET 283 PHILADELPHIA PA 19122 NONE PC GENERAL OPERATING SUPPORT 15000 SQUASHSMARTS INC 3890 N 10TH STREET PHILADELPHIA PA 19140 NONE PC GENERAL OPERATING SUPPORT 15000 ST NORBERT CATHOLIC SCHOOL 6 GREENLAWN ROAD PAOLI PA 19301 NONE PC DIRECTORS GRANT - GENERAL OPERATING 5000 STARFINDER FOUNDATION 4015 MAIN STREET PHILADELPHIA PA 19127 NONE PC GENERAL OPERATING SUPPORT 15000 STUDENTS RUN PHILLY STYLE THE STERLING COMMERCE CENTER 1819 JOHN F KENNEDY BOULEVARD SUITE 480 PHILADELPHIA PA 19103 NONE PC GENERAL OPERATING SUPPORT 16000 TALLER PUERTORRIQUEO INC 2600 N 5TH ST PHILADELPHIA PA 19133 NONE PC GENERAL OPERATING SUPPORT 12500 THE GARAGE COMMUNITY AND YOUTH CENTER 115 S UNION STREET KENNETT SQUARE PA 19348 NONE PC GENERAL OPERATING SUPPORT 12500 TRELLIS FOR TOMORROW 35 HALL STREET SUITE 302 PHOENIXVILLE PA 19460 NONE PC GENERAL OPERATING SUPPORT 14000 WAGNER FREE INSTITUTE OF SCIENCE 1700 WEST MONTGOMERY AVENUE PHILADELPHIA PA 19121 NONE PC GEOKIDS AND SNAP: SCIENCE, NATURE AND ART IN PHILADELPHIA 14000 WEST KENSINGTON MINISTRY (PART OF PRESBYTERY OF PHILADELPHIA) 2140 HANCOCK STREET PHILADELPHIA PA 19122 NONE PC DIRECTOR'S GRANT - YOUTH PROGRAMMING SUPPORT 2500 YOUNGMOMS PO BOX 376 KENNETT SQUARE PA 19348 NONE PC GENERAL OPERATING SUPPORT 12500 YOUNGMOMS PO BOX 376 KENNETT SQUARE PA 19348 NONE PC CAPACITY BUILDING 50000 YOUTH SENTENCING & REENTRY PROJECT 1528 WALNUT ST SUITE 515 PHILADELPHIA PA 19102 NONE PC GENERAL OPERATING SUPPORT 12500 742500 ACHIEVE NOW 1735 MARKET STREET STE A 500 PHILADELPHIA PA 19103 NONE PC GENERAL OPERATING SUPPORT 14000 AFTER SCHOOL ACTIVITIES PARTNERSHIPS 1617 JFK BLVD SUITE 1855 PHILADELPHIA PA 19103 NONE PC GENERAL OPERATING SUPPORT 15000 AFTER-SCHOOL ALL-STARS PHILADELPHIA 1010 N HANCOCK ST C/O WEWORK PHILADELPHIA PA 19123 NONE PC GENERAL OPERATING SUPPORT 13500 CHESTER EDUCATION FOUNDATION 419 AVENUE OF THE STATES SUITE 700 CHESTER PA 190134444 NONE PC GENERAL OPERATING SUPPORT 14000 COLLEGE POSSIBLE PHILADELPHIA 2000 HAMILTON STREET SUITE 303 PHILADELPHIA PA 19130 NONE PC GENERAL OPERATING SUPPORT 13500 HEALTHY NEWSWORKS PO BOX 431 DREXEL HILL PA 19026 NONE PC GENERAL OPERATING SUPPORT 13500 MIGHTY WRITERS 1501 CHRISTIAN ST PHILADELPHIA PA 19146 NONE PC GENERAL OPERATING SUPPORT 15000 MONTGOMERY CHILD ADVOCACY PROJECT (MCAP) 409 CHERRY ST NORRISTOWN PA 19401 NONE PC GENERAL OPERATING SUPPORT 15000 NEIGHBORHOOD BIKE WORKS 3943 LANCASTER AVE PHILADELPHIA PA 19104 NONE PC GENERAL OPERATING SUPPORT 13500 ONE HOUSE AT A TIME 411 SUSQUEHANNA ROAD AMBLER PA 19002 NONE PC GENERAL OPERATING SUPPORT 15000 PARKESBURG POINT YOUTH CENTER 700 MAIN STREET PO BOX 731 PARKESBURG PA 19365 NONE PC GENERAL OPERATING SUPPORT 15000 PARKESBURG POINT YOUTH CENTER 700 MAIN STREET PO BOX 731 PARKESBURG PA 19365 NONE PC CAPACITY BUILDING 50000 PARKESBURG POINT YOUTH CENTER 700 MAIN STREET PO BOX 731 PARKESBURG PA 19365 NONE PC CAPACITY BUILDING 60000 PARKESBURG POINT YOUTH CENTER 700 MAIN STREET PO BOX 731 PARKESBURG PA 19365 NONE PC CAPACITY BUILDING 50000 PHILADELPHIA CITY ROWING 450 PLYMOUTH ROAD SUITE 305 PLYMOUTH MEETING PA 19462 NONE PC GENERAL OPERATING 15000 ROCK TO THE FUTURE 1201 N 3RD STREET 283 PHILADELPHIA PA 19122 NONE PC GENERAL OPERATING SUPPORT 15000 SQUASHSMARTS INC 3890 N 10TH STREET PHILADELPHIA PA 19140 NONE PC GENERAL OPERATING SUPPORT 15000 STARFINDER FOUNDATION 4015 MAIN STREET PHILADELPHIA PA 19127 NONE PC GENERAL OPERATING SUPPORT 15000 TALLER PUERTORRIQUEO INC 2600 N 5TH ST PHILADELPHIA PA 19133 NONE PC GENERAL OPERATING SUPPORT 12500 TRELLIS FOR TOMORROW 35 HALL STREET SUITE 302 PHOENIXVILLE PA 19460 NONE PC GENERAL OPERATING SUPPORT 14000 WAGNER FREE INSTITUTE OF SCIENCE 1700 WEST MONTGOMERY AVENUE PHILADELPHIA PA 19121 NONE PC GEOKIDS AND SNAP: SCIENCE, NATURE AND ART IN PHILADELPHIA 14000 417500 14 210625 14 188855 18 1490738 0 1890218 0 1890218 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 21488 0 21488 FORM 990-PF, PART XV, LINE 2C, SUBMISSION DEADLINES. THE CORE GRANT PROGRAM EXPERIENCED A YEAR OF TRANSITION BECAUSE THE FOUNDATION ADOPTED NEW VISION AND MISSION STATEMENTS. ACCORDINGLY, FOR 2022, ORGANIZATIONS DUE TO RE-APPLY WERE AWARDED A TWO-YEAR RENEWAL GRANT UPON REVIEW OF THEIR FINAL REPORT. THE CAPACITY BUILDING GRANT PROGRAM IS BY INVITATION ONLY AND HAS ROLLING DEADLINES. FORM 990-PF, PART XV, LINE 2D, RESTRICTIONS ON LIMITATIONS AND AWARDS. IN 2022, THE FOUNDATION CONTINUED TO MAKE GRANTS, ALIGNED TO THE OLD MISSION, TO 501(C)(3) ORGANIZATIONS THAT EXPAND OPPORTUNITIES FOR CHILDREN AND YOUTH TO BECOME RESPONSIBLE, PRODUCTIVE AND ENGAGED MEMBERS OF THEIR COMMUNITIES BY IMPROVING THEIR ACADEMIC, CHARACTER AND LEADERSHIP DEVELOPMENT. MOVING FORWARD, THE FOUNDATION WILL MAKE GRANTS TO 501(C)(3) ORGANIZATIONS THAT ARE COMMITTED TO SERVING YOUNG PEOPLE, THEIR FAMILIES, AND THE COMMUNITIES IN WHICH THEY LIVE SO THAT YOUNG PEOPLE IN THE GREATER PHILADELPHIA REGION CAN EXPERIENCE THEIR FUTURES IN HEALTHY, THRIVING, AND PROSPEROUS COMMUNITIES WHERE SYSTEMS OF RACISM, INEQUITY, AND INJUSTICE HAVE BEEN ERADICATED. WE FOCUS ON SUPPORTING ORGANIZATIONS THAT ALIGN WITH OUR VALUES OF ACCOUNTABILITY, EQUITY, PARTNERSHIP, TRANSPARENCY, AND HUMILITY, AS WELL AS OUR EQUITY-FOCUSED STRATEGIC PILLARS COVERING ORGANIZATIONAL CULTURE AND COMMITMENT, GOVERNANCE AND OPERATIONS, GRANTMAKING AND PHILANTHROPIC PRACTICES, COMMUNITY ENGAGEMENT, PARTNERSHIP AND ADVOCACY, AND CONTRACTING FINANCES AND INVESTMENT. AS THE IMPACT MAY BE GREATEST WHEN SUPPORTING SMALLER ORGANIZATIONS, FUNDING IS RESTRICTED TO ORGANIZATIONS UNDER $2.5 MILLION IN ANNUAL EXPENSES. GEOGRAPHICALLY, THE FOUNDATION ONLY MAKES GRANTS TO ORGANIZATIONS WHOSE PRIMARY SERVICE AREA IS IN CHESTER, DELAWARE, MONTGOMERY, AND PHILADELPHIA COUNTIES IN PENNSYLVANIA. GRANT AWARDS ARE FOR GENERAL OPERATING SUPPORT OR FOR SPECIFIC CAPACITY-BUILDING INITIATIVES IN THE CAPACITY BUILDING GRANT PROGRAM. MILL CREEK INVESTMENTS 1966804 1966804 MILL CREEK INVESTMENTS 13987007 13987007 454716 454716 0 0 MILL CREEK INVESTMENTS FMV 2711343 2711343 MISSION RELATED INVESTMENTS AT COST 50000 50000 LEGAL 4311 0 4311 SECURITY DEPOSIT 495 495 495 CURRENT YEAR UNREALIZED GAIN 5998346 BOOK TO TAX DIFFERENCES - MILLCREEK 79255 OFFICE EXPENSES 51753 0 51753 INSURANCE 1917 0 1917 PAYROLL SERVICE FEES 3224 0 3224 INVESTMENT EXPENSES - MILL CREEK PRIVATE EQUITY 12639 12639 0 INVESTMENT & ADVISORY FEES 111289 111289 0 INFORMATION TECHNOLOGY 2585 0 2585 MANAGEMENT FEES 15025 0 15025 PAYROLL TAXES 18930 0 18930 EXCISE TAXES 35963 0 0