2025-12-01T13:02:33-06:00 2025-06-30 231518888 MAILLIE LLP 500 NORTH LEWIS RD LIMERICK PA 19468 990PF 2024-07-01 232912035 PHOENIXVILLE COMMUNITY HEALTH FOUNDATION PHOE 6109179890 821 GAY STREET PHOENIXVILLE PA 19460 TAMELA LUCE PRESIDENT 6109179890 2025-11-25 1 1 MICHAEL J GENTILE CPA P01428702 6109351420 2024 2025-03-06 01:10:19Z X 65554040 X 800 X 1578165 1578165 1578165 -51025 3135579 0 1527940 1578165 1578165 168738 0 0 168738 232068 0 0 232068 30096 0 0 30096 539 0 0 539 15755 0 0 15755 13178 0 0 13178 98279 0 0 98279 26771 0 26771 50436 0 0 50436 3550 0 0 3550 1257 0 0 1257 317529 165744 0 151785 958196 165744 26771 765681 2645871 2345871 3604067 165744 26771 3111552 -2076127 1412421 1551394 11961438 1335352 1335352 17240 12869 12869 1322356 3531320 3531320 43201452 48834232 48834232 3572253 7202436 7202436 1151411 4153597 4153597 990161 505927 486971 484234 484234 61713121 65554040 65554040 31911 12048 300000 125 0 32036 312048 X 59613753 63174660 2067332 2067332 61681085 65241992 61713121 65554040 61681085 -2076127 5637034 65241992 0 65241992 HAVERFORD BROKERAGE ACCOUNT P 2024-07-01 2025-06-30 3135579 3186604 -51025 -51025 -51025 0 19633 0 19633 0 19633 29120 0 0 0 29120 382 9105 9105 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 WWW.PCHF1.ORG TAMELA LUCE 6109179890 821 GAY STREET PHOENIXVILLE PA 19460 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JESSICA CAPISTRANT 410 W ANDERSON AVE PHOENIXVILLE PA 19460 CHAIR 1.00 0 0 0 BROOKE GINTY 353 WASHINGTON AVE PHOENIXVILLE PA 19460 VICE CHAIR 1.00 0 0 0 JULIAN MCCRACKEN 1001 GAY ST PHOENIXVILLE PA 19460 SECRETARY 1.00 0 0 0 NICHOLAS BUCCI 15 OVERLOOK CIRCLE PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 JONATHAN EWALD 134 STARR ST PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 BARBARA O'CONNOR 408 ABBEY LANE SCHWENKSVILLE PA 19473 DIRECTOR 1.00 0 0 0 REV LEE PACZULLA 45 N MAIN ST APT 4303 PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 CHELSEA PERUGINI 982 SPRING CITY RD PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 MARIA SCHWAB 132 FAIRFAX COURT PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 TAMELA LUCE 821 GAY STREET PHOENIXVILLE PA 19460 CEO 40.00 147595 21143 0 KEITH BURRESS 125 OAKMONT DRIVE THORNDALE PA 19372 DIRECTOR 1.00 0 0 0 ALEXANDER JANKOWSKI 147 WESTRIDGE PI S PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 MICHAEL POLIN 1260 VALLEY FORGE ROAD SUITE 107 PHOENIXVILLLE PA 19460 DIRECTOR 1.00 0 0 0 ALLISON HOULIHAN TURNER 320 KIMBER DR PHOENIXVILLE PA 19460 DIRECTOR 1.00 0 0 0 TAMELA LUCE 821 GAY STREET PHOENIXVILLE PA 19460 PRESIDENT/CEO 40.00 147595 21143 0 JEANETTE HALL 821 GAY STREET PHOENIXVILLE PA 19460 DIRECTOR OF FINANCE 40.00 109377 14379 0 SAMANTHA ANTHONY 821 GAY STREET PHOENIXVILLE PA 19460 PROGRAM OFFICER 40.00 91042 10685 0 0 THE HAVERFORD TRUST COMPANY 3 RADNOR CORPORATE CENTER RADNOR PA 19087 ADVISORY FEES 165744 0 0 56484529 6648395 15055 63147979 0 0 63147979 947220 62200759 3110038 3110038 19633 19633 3090405 0 3090405 0 3090405 3111552 0 3111552 3090405 60511 0 0 3111552 60511 0 0 3051041 0 0 0 0 0 0 0 0 39364 0 0 0 JEANETTE HALL 821 GAY STREET PHOENIXVILLE PA 19460 6109179890 THE FOUNDATION HAS DEVELOPED A GRANT APPLICATION FORM WHICH MAY BE REQUESTED OR DOWNLOADED FROM THE INTERNET. GRANT REQUESTS MUST BE RECEIVED AT LEAST 6 WEEKS PRIOR TO SCHEDULED GRANT MAKING MEETINGS. THE FOUNDATION SERVES 501(C)(3) ORGANIZATIONS/PUBLIC CHARITIES WHICH SUPPORT COMMUNITY OR PERSONAL HEALTH AND IS LIMITED TO 19 MUNICIPALITIES IN THE GREATER PHOENIXVILLE AREA. CAPACITY BUILDING MINI GRANT VARIOUS VARIOUS PA 19460 NONE SUPPORT FOR DEVELOPMENT OF STRATEGIC PLAN 22500 CHAMPIONS GRANTS VARIOUS VARIOUS PA 19460 NONE CHAMPIONS OF THE COMMUNITY 2000 HEALTH EDUCATION MINI GRANT VARIOUS VARIOUS PA 19460 NONE SUPPORT FOR HEALTH EDUCATION 1000 MAJOR GRANTS VARIOUS VARIOUS PA 19460 NONE MAJOR GRANTS 2214415 MATCHING GIFTS VARIOUS VARIOUS PA 19460 NONE MATCHING GIFTS 11615 MINI GRANTS AED VARIOUS VARIOUS PA 19460 NONE MINI GRANT LIST AED 1435 MINI GRANTS IT VARIOUS VARIOUS PA 19460 NONE MINI GRANTS TO SUPPORT IT PROGRAM 40906 MINI GRANTS TRANSPORTATION VARIOUS VARIOUS PA 19460 NONE MINI GRANTS TO SUPPORT TRANSPORTATION ACCESS 10000 SCHOLARSHIPS VARIOUS VARIOUS PA 19460 SUPPORT FOR SCHOLARSHIP PROGRAM 42000 2345871 MAJOR GRANTS VARIOUS VARIOUS PA 19460 NONE MAJOR GRANTS 300000 300000 14 1578165 18 -51025 0 1527140 0 1527140 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15755 0 0 15755 BUILDING 2010-01-01 725000 286605 SL 39.000000000000 18590 0 18590 LANDSCAPING-SCHNATZ & ROHRER 2008-06-05 2691 1775 SL 15.000000000000 0 0 0 CURBING-PAUL R. SAVILLE 2011-10-14 8500 6237 SL 15.000000000000 567 0 567 NEW ROOF-GSM ROOFING 2014-12-30 33300 22200 SL 15.000000000000 2220 0 2220 DIAMOND QUALITY BUILDERS 2014-12-30 13519 9011 SL 15.000000000000 901 0 901 SPECTRUM 2006-10-13 622 622 SL 5.000000000000 0 0 0 OFFICE FURNITURE 1998-12-15 558 558 SL 7.000000000000 0 0 0 OFFICE DESK SET 1998-10-02 1109 1109 SL 7.000000000000 0 0 0 RT WORK-DESIGN OF PCH 1998-06-30 8500 8500 SL 5.000000000000 0 0 0 ART WORK 1998-09-30 450 450 SL 5.000000000000 0 0 0 DESKS 1998-10-30 2869 2869 SL 7.000000000000 0 0 0 ART WORK 1998-10-30 2760 2760 SL 5.000000000000 0 0 0 ART WORK 1998-11-12 370 370 SL 5.000000000000 0 0 0 ART WORK 1998-12-15 574 574 SL 5.000000000000 0 0 0 OFFICE FURNITURE 1999-04-15 2168 2168 SL 7.000000000000 0 0 0 REFRIGERATORS 1999-10-15 457 457 SL 5.000000000000 0 0 0 OFFICE FURNITURE 2011-05-31 315 315 SL 7.000000000000 0 0 0 FILING CABINET 2004-10-18 777 777 SL 5.000000000000 0 0 0 DESK & TABLE ED OFFICE 2006-07-25 1993 1993 SL 5.000000000000 0 0 0 CHAIR 2006-08-04 504 504 SL 5.000000000000 0 0 0 FILE CABINET 2006-08-04 622 622 SL 5.000000000000 0 0 0 AED 2006-12-14 1595 1595 SL 5.000000000000 0 0 0 CONFERENCE ROOM TABLE, RUG 2007-07-13 12312 12312 SL 7.000000000000 0 0 0 WINDOW TREATMENT DEPOSIT 2007-07-13 4500 4500 SL 7.000000000000 0 0 0 CHAIR DEPOSIT 2007-07-25 3100 3100 SL 7.000000000000 0 0 0 LAMP PURCHASE 2007-08-08 1075 1075 SL 7.000000000000 0 0 0 RUG PURCHASE 2007-08-08 3356 3356 SL 7.000000000000 0 0 0 RUG PURCHASE 2007-08-31 1194 1194 SL 7.000000000000 0 0 0 WINDOW TREATMENTS 2007-08-31 7927 7927 SL 7.000000000000 0 0 0 RUG PURCHASE 2007-08-31 985 985 SL 7.000000000000 0 0 0 PRESIDENTS OFFICE, PROGRAM OFFICER OFFICE 2007-07-19 8902 8902 SL 7.000000000000 0 0 0 TELEPHONE SYSTEM 2007-09-05 5135 5135 SL 5.000000000000 0 0 0 OFFICE COPIER 2007-09-14 6145 6145 SL 5.000000000000 0 0 0 RUGS, LAMPS 2007-09-26 6863 6863 SL 5.000000000000 0 0 0 FILING CABINET 2007-09-26 1558 1558 SL 5.000000000000 0 0 0 2 FILE CABINETS 2007-09-30 994 994 SL 5.000000000000 0 0 0 RUGS 2007-10-03 1734 1734 SL 5.000000000000 0 0 0 SECURITY CAMERA 2007-10-31 1303 1303 SL 5.000000000000 0 0 0 BOOK CASE 2007-11-02 789 789 SL 5.000000000000 0 0 0 LJB WINDOW TREATMENTS 2007-11-16 1100 1100 SL 5.000000000000 0 0 0 SIGNAGE 2007-11-08 4025 4025 SL 5.000000000000 0 0 0 ELAND GALLERY PAINTING-DOWNSTAIRS BATHROOM 2007-12-10 300 300 SL 5.000000000000 0 0 0 SHADE FOR PRES OFFICE 2008-01-09 1088 1088 SL 5.000000000000 0 0 0 OFFICE COPIER 2ND FLOOR XPO 2008-07-25 1298 1298 SL 5.000000000000 0 0 0 COMPUTER EQUIP 2008-07-31 1525 1525 SL 5.000000000000 0 0 0 COMPUTER EQUIP 2008-08-05 1343 1343 SL 5.000000000000 0 0 0 COMPUTER EQUIP 2008-08-05 3426 3426 SL 5.000000000000 0 0 0 COMPUTER EQUIP 2008-08-05 1791 1791 SL 5.000000000000 0 0 0 LATERAL FILES 2010-01-11 1866 1866 SL 5.000000000000 0 0 0 LATERAL FILES 2010-06-23 1749 1749 SL 5.000000000000 0 0 0 FLAG POLE 2010-07-10 1355 1355 SL 5.000000000000 0 0 0 LED OUTDOOR PATHWAY LIGHTS 2014-06-30 6050 6050 SL 5.000000000000 0 0 0 OVERHEAD PROJECTOR 2010-07-07 2969 2969 SL 5.000000000000 0 0 0 DELL OFFICE COMPUTERS & INSTALLATION 2012-08-06 11761 11761 SL 5.000000000000 0 0 0 LED PATH LIGHTS 2013-02-07 4719 4719 SL 5.000000000000 0 0 0 RESEOURCE PARTNERS 2013-10-23 1968 1968 SL 5.000000000000 0 0 0 RUG-CHES-MONT CARPET ONE 2014-07-01 2296 2296 SL 5.000000000000 0 0 0 SHELVING FOR BASEMENT 2013-06-30 688 688 SL 5.000000000000 0 0 0 SHUTTERS (CAROLS OFFICE 2015-08-20 3010 3010 SL 5.000000000000 0 0 0 DELL COMPUTER (CAROL) 2016-06-24 863 863 SL 5.000000000000 0 0 0 HP PRINTER 2016-06-23 530 530 SL 5.000000000000 0 0 0 NEW ROOF-GSM ROOFING (FINAL) 2015-09-14 14606 8603 SL 15.000000000000 974 0 974 HVAC SYSTEM 2016-06-27 7325 1504 SL 39.000000000000 188 0 188 DELL OFFICE COMPUTER CAROL 2019-04-15 5024 5024 SL 5.000000000000 0 0 0 DELL OFFICE COMPUTER LYNN 2019-04-11 3309 3309 SL 5.000000000000 0 0 0 LED LIGHT PATH 2019-07-29 2325 2325 SL 5.000000000000 0 0 0 CONFERENCE ROOM FLEX FURNITURE 2024-10-31 15557 SL 7.000000000000 1482 0 1482 GUTTER/ROOF FRONT PORCH 2024-11-20 4394 SL 15.000000000000 171 0 171 WINDOW SHADES FOR UPSTAIRS 2024-08-23 4083 SL 5.000000000000 681 0 681 CORPORATE BONDS 7202436 7202436 CORPORATE STOCK 48834232 48834232 3531320 3531320 0 0 MORTGAGE-BACKED BONDS AT COST 1273650 1273650 EXCHANGE TRADED FUNDS AT COST 2879947 2879947 BUILDING 725000 305195 419805 LANDSCAPING-SCHNATZ & ROHRER 2691 1775 916 CURBING-PAUL R. SAVILLE 8500 6804 1696 NEW ROOF-GSM ROOFING 33300 24420 8880 DIAMOND QUALITY BUILDERS 13519 9912 3607 SPECTRUM 622 622 0 OFFICE FURNITURE 558 558 0 OFFICE DESK SET 1109 1109 0 RT WORK-DESIGN OF PCH 8500 8500 0 ART WORK 450 450 0 DESKS 2869 2869 0 ART WORK 2760 2760 0 ART WORK 370 370 0 ART WORK 574 574 0 OFFICE FURNITURE 2168 2168 0 REFRIGERATORS 457 457 0 OFFICE FURNITURE 315 315 0 FILING CABINET 777 777 0 DESK & TABLE ED OFFICE 1993 1993 0 CHAIR 504 504 0 FILE CABINET 622 622 0 AED 1595 1595 0 CONFERENCE ROOM TABLE, RUG 12312 12312 0 WINDOW TREATMENT DEPOSIT 4500 4500 0 CHAIR DEPOSIT 3100 3100 0 LAMP PURCHASE 1075 1075 0 RUG PURCHASE 3356 3356 0 RUG PURCHASE 1194 1194 0 WINDOW TREATMENTS 7927 7927 0 RUG PURCHASE 985 985 0 PRESIDENTS OFFICE, PROGRAM OFFICER OFFICE 8902 8902 0 TELEPHONE SYSTEM 5135 5135 0 OFFICE COPIER 6145 6145 0 RUGS, LAMPS 6863 6863 0 FILING CABINET 1558 1558 0 2 FILE CABINETS 994 994 0 RUGS 1734 1734 0 SECURITY CAMERA 1303 1303 0 BOOK CASE 789 789 0 LJB WINDOW TREATMENTS 1100 1100 0 SIGNAGE 4025 4025 0 ELAND GALLERY PAINTING-DOWNSTAIRS BATHROOM 300 300 0 SHADE FOR PRES OFFICE 1088 1088 0 OFFICE COPIER 2ND FLOOR XPO 1298 1298 0 COMPUTER EQUIP 1525 1525 0 COMPUTER EQUIP 1343 1343 0 COMPUTER EQUIP 3426 3426 0 COMPUTER EQUIP 1791 1791 0 LATERAL FILES 1866 1866 0 LATERAL FILES 1749 1749 0 FLAG POLE 1355 1355 0 LED OUTDOOR PATHWAY LIGHTS 6050 6050 0 OVERHEAD PROJECTOR 2969 2969 0 DELL OFFICE COMPUTERS & INSTALLATION 11761 11761 0 LED PATH LIGHTS 4719 4719 0 RESEOURCE PARTNERS 1968 1968 0 RUG-CHES-MONT CARPET ONE 2296 2296 0 SHELVING FOR BASEMENT 688 688 0 SHUTTERS (CAROLS OFFICE 3010 3010 0 DELL COMPUTER (CAROL) 863 863 0 HP PRINTER 530 530 0 NEW ROOF-GSM ROOFING (FINAL) 14606 9577 5029 HVAC SYSTEM 7325 1692 5633 DELL OFFICE COMPUTER CAROL 5024 5024 0 DELL OFFICE COMPUTER LYNN 3309 3309 0 LED LIGHT PATH 2325 2325 0 CONFERENCE ROOM FLEX FURNITURE 15557 1482 14075 GUTTER/ROOF FRONT PORCH 4394 171 4223 WINDOW SHADES FOR UPSTAIRS 4083 681 3402 LEGAL FEES 539 0 0 539 BANK FEES 314 0 0 314 BOARD MEETING EXPENSES 17592 0 0 17592 COMMUNITY RELATIONS 55772 0 0 55772 DUES AND SUBSCRIPTIONS 2732 0 0 2732 INSURANCE 15567 0 0 15567 MANAGEMENT FEES 165744 165744 0 0 MEMBERSHIP DUES 12261 0 0 12261 OFFICE SUPPLIES 6157 0 0 6157 PAYROLL SERVICES 5481 0 0 5481 POSTAGE 300 0 0 300 SECURITY 1496 0 0 1496 STAFF DEVELOPMENT 18359 0 0 18359 TELEPHONE & INTERNET 5333 0 0 5333 TRASH, WATER, SEWER 954 0 0 954 UTILITIES 5049 0 0 5049 REPAIR & EQUIPMENT 4418 0 0 4418 UNREALIZED GAINS/LOSSES 5637034 401K WITHHOLDING 125 0 OTHER PROFESSIONAL FEES 13178 0 0 13178 PAYROLL TAXES 32088 0 0 32088 OTHER TAXES 66191 0 0 66191