2026-04-08T23:28:54-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2024-07-01 231352175 HEALTHSPARK FOUNDATION HEAL 2157165400 2506 N BROAD ST 206 COLMAR PA 18915 EMMA HERTZ PRESIDENT/CEO 2157165400 2026-03-31 1 1 CONNIE M LIRA P00481097 2156433900 2026-03-31 2024 2025-03-06 01:10:19Z X 46590014 X 9323 27194 27194 769749 996673 1742615 21172882 2478699 548742 431441 402378 3097623 3934007 402378 192115 0 0 204399 284158 0 0 283698 100660 0 0 106960 17297 0 0 10175 72163 0 0 72448 471214 143168 34144 292592 93899 12219 0 0 211682 211682 211682 148736 148736 148736 0 90710 0 0 84857 107186 56371 0 110866 1789820 572176 394562 1165995 1163750 893750 2953570 572176 394562 2059745 144053 3361831 7816 35392 729 729 758995 661814 661814 51406 90696 90696 21440238 20282663 20282663 4028306 4464371 4464371 12437954 14375261 14375261 8976677 4110333 5073826 4866344 4866344 1780785 1848136 1848136 45606902 46590014 46590014 445440 125643 60000 330000 9969 6646 414777 459192 930186 921481 X 43031756 43956222 1644960 1712311 44676716 45668533 45606902 46590014 44676716 144053 847764 45668533 0 45668533 PUBLICLY TRADED SECURITIES 19642758 18244059 1398699 1398699 FIRST EAGLE INSTITUTIONAL GOLD FD LP P 2020-10-15 2024-12-31 1250000 941088 308912 308912 KKR DIVERSIFIED CORE INFRA A SR P 2024-09-30 2024-12-31 5089 2768 2321 2321 KOHINOOR SERIES CAYMAN FUND CI P 2024-09-30 2025-01-31 107 89 18 18 LCP X (OFFSHORE) LP P 2024-12-24 2025-06-25 31033 28420 2613 2613 SCULPTOR CREDIT OPP OVERSEAS FUND LP P 2020-07-08 2025-06-30 216281 213843 2438 2438 LP 85-2758350 P 77537 77537 77537 LP 85-3749025 P 218565 218565 218565 LP 88-2916989 P 302532 302532 302532 LP 84-4305167 P 137213 137213 137213 LP 98-1549738 P 237 237 237 CAPITAL GAINS DIVIDENDS P 27614 27614 27614 2478699 46729 0 46729 0 46729 47304 0 12000 0 59304 X 15 12560 12560 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 WWW.HEALTHSPARK.ORG EMMA HERTZ PRESIDENTCEO 2157165400 2506 N BROAD ST STE 206 COLMAR PA 18915 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EMMA HERTZ 2506 N BROAD ST STE 206 COLMAR PA 18915 PRESIDENT/CEO/MANAGER 37.50 192115 7685 0 JOEL JOHNSON 2506 N BROAD ST STE 206 COLMAR PA 18915 CHAIRPERSON/DIRECTOR 2.00 0 0 0 NATASHA PATTERSON 2506 N BROAD ST STE 206 COLMAR PA 18915 VICE CHAIR/DIRECTOR 1.00 0 0 0 NATHANIEL WILLIAMS 2506 N BROAD ST STE 206 COLMAR PA 18915 SECRETARY/DIRECTOR 2.00 0 0 0 RAYMAN SOLOMON 2506 N BROAD ST STE 206 COLMAR PA 18915 TREASURER/DIRECTOR 1.00 0 0 0 MAY THEIR AYE 2506 N BROAD ST STE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 CAROLYN CAVANESS 2506 N BROAD ST STE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 AMY GIANFICARO 2506 N BROAD ST STE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 JOHN KEPNER 2506 N BROAD ST STE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 JOYCE MILLER 2506 N BROAD ST STE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 ED NAWROCKI 2506 N BROAD ST STE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 DAVID SHERMAN 2506 N BROAD ST STE 206 COLMAR PA 18915 DIRECTOR/MANAGER 1.00 0 0 0 ANN ST CLAIR 2506 N BROAD ST STE 206 COLMAR PA 18915 DIRECTOR 1.00 0 0 0 KEN AMEY 2506 N BROAD ST STE 206 COLMAR PA 18915 MANAGER 1.00 0 0 0 CHRISTINE HUNSBERGER 2506 N BROAD ST STE 206 COLMAR PA 18915 MANAGER 1.00 0 0 0 MARIA MACALUSO 2506 N BROAD ST STE 206 COLMAR PA 18915 MANAGER 1.00 0 0 0 JOHN RAMIREZ JR 2506 N BROAD ST STE 206 COLMAR PA 18915 CFO - LEFT MAY 2025 37.50 126024 5041 0 AKSHARA VIVEKANANTHAN 2506 N BROAD ST STE 206 COLMAR PA 18915 DIRECTOR OF EXTERNAL 37.50 113300 3965 0 0 SOJOURNER CONSULTING LLC 3007 W CABOT ST PHILADELPHIA PA 19121 PROGRAM DEVELOPMENT 141847 MEKETA INVESTMENT GROUP 100 LOWDERBROOK DR STE 1100 WESTWOOD MA 02090 INVESTMENT MANAGEMENT 78828 CAPACITY FOR CHANGE LLC 911 GENERAL WAYNE DR WEST CHESTER PA 19382 PROGRAM DEVELOPMENT 73458 0 COMMUNITY PARTNERS CENTER:THROUGH THE SUBSIDIARY 2506 LLC, THE FOUNDATION OPERATES AND IS LOCATED IN A NONPROFIT CENTER, COMMUNITY PARTNERS CENTER (WWW.COMMUNITYPARTNERSCENTER.ORG). A BOARD OF MANAGERS GOVERNS 2506 LLC, APPOINTED BY THE FOUNDATION, COMPRISED OF 5 INDIVIDUALS (3 TENANT REPRESENTATIVES). 2506 LLC OWNS AN ADJACENT RESIDENTIAL UNIT, MASTER LEASED TO A NONPROFIT TO SUBLET IN ACCORDANCE WITH A MORTGAGE AGREEMENT BETWEEN 2506 LLC AND THE MONTGOMERY COUNTY DEPARTMENT OF HOUSING & COMMUNITY DEVELOPMENT. THE CENTER OFFERS NONPROFITS FREE USE OF MEETING ROOMS. NONPROFITS RECOGNIZE THIS VALUE. 394562 MONTGOMERY COUNTY CONVENINGS TO SUPPORT THE SOCIAL DETERMINANTS OF HEALTH (SDOH):OUR CONVENINGS BRING TOGETHER COMMUNITY PARTNERS TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH, INCLUDING NONPROFITS, GOVERNMENT, PHILANTHROPY, FAITH LEADERS, GRASSROOTS ORGANIZATIONS, AND ELECTED OFFICIALS. WE CREATE SPACES TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH, INCLUDING EDUCATION, ECONOMIC STABILITY, SOCIAL CONNECTION, NEIGHBORHOOD CONDITIONS AND ACCESS TO CARE. THESE GATHERINGS INSPIRE ACTION, FACILITATE LEARNING, AND STRENGTHEN PARTNERSHIPS THAT ADVANCE HEALTHY, EQUITABLE, AND HOPEFUL COMMUNITIES. BY CONNECTING KEY STAKEHOLDERS, WE WORK TO ENSURE THAT COMMUNITY VOICES SHAPE SOLUTIONS TO THE STRUCTURAL FACTORS THAT IMPACT PUBLIC HEALTH, INCLUDING WELL-BEING AND OPPORTUNITY. 49036 0 38825431 995266 1448136 41268833 0 0 41268833 619032 40649801 2032490 2032490 46729 46729 1985761 0 1985761 0 1985761 2059745 0 4200 2063945 1985761 0 0 171054 359801 530855 2063945 0 0 0 1985761 78184 0 0 609039 0 0 0 0 0 0 0 609039 171054 359801 78184 EMMA HERTZ 2506 N BROAD ST STE 206 COLMAR PA 18915 2157165400 THE FOUNDATIONS'S CURRENT GRANTMAKING PROCESS IS MULTI-FACETED. SOMETIMES WE INVITE SPECIFIC ORGANIZATIONS TO APPLY FOR A PARTICULAR GRANT OPPORTUNITY. AT OTHER TIMES WE ISSUE REQUESTS FOR PROPOSALS AND ALLOW ORGANIZATIONS TO RESPOND WITH THEIR IDEAS. STILL OTHER TIMES WE CREATE GRANT PROGRAMS OR INITIATIVES TARGETING A DEFINED CHALLENGE OR COMMUNITY NEED AND ALLOW ANY INTERESTED ORGANIZATION WORKING WITHIN THE COUNTY TO APPLY. VISIT THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG FOR CURRENT GRANT OPPORTUNITIES. PROPOSAL SUBMISSION DEADLINES ARE POSTED ON THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG. TO BE ELIGIBLE FOR GRANT SUPPORT, AN ORGANIZATION MUST PROVIDE A SERVICE OR PROGRAM THAT BENEFITS THE RESIDENTS OF ONE OR MORE OF MONTGOMERY COUNTY PENNSYLVANIA COMMUNITIES. ORGANIZATIONS DO NOT NEED TO BE PHYSICALLY LOCATED IN THE COUNTY IN ORDER TO BE ELIGIBLE TO RECEIVE GRANT SUPPORT. ALL GRANT APPLICANTS ARE CONFIRMED AS A 509(A)(1) OR 509(A)(2) PUBLIC CHARITY PRIOR TO ANY FUNDS BEING AWARDED. ALL GRANTEES ARE REQUIRED TO SIGN A GRANT AGREEMENT OUTLINING ADDITIONAL REQUIREMENTS AND RESTRICTIONS, INCLUDING THAT GRANTEES WILL NOT INTERVENE IN ANY ELECTION OR SUPPORT OR OPPOSE ANY POLITICAL PARTY OR CANDIDATE FOR PUBLIC OFFICE OR ENGAGE IN ANY LOBBYING NOT PERMITTED BY SECTION 501(C)(3) OF THE IRC, OR IF APPLICABLE, IRC SECTIONS 501(H) AND 4911. GUIDELINES AND ADDITIONAL RESTRICTIONS CAN BE FOUND ON THE FOUNDATION'S WEBSITE WWW.HEALTHSPARK.ORG. 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CENTER FOR SUSTAINABLE FOOD SYSTEMS 685 MANN RD HORSHAM PA 19044 PC OPERATIONAL SUPPORT FOR EFFORTS THAT SUPPORT SUSTAINABLE, HEALTHY COMMUNITIES TO ADVANCE SDOH NEIGHBORHOOD & BUILT ENVIRONMENT 5000 PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA 1144 LOCUST ST PHILADELPHIA PA 19107 PC OPERATIONAL SUPPORT FOR HEALTH EDUCATION AND OUTREACH TO ADVANCE SDOH HEALTH CARE ACCESS & QUALITY 20000 POTTSTOWN BEACON OF HOPE 1310 RANDY DR POTTSTOWN PA 19464 PC OPERATIONAL SUPPORT FOR COMMUNITY RESOURCES AND PROGRAMMING TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT 42500 PROJECT LIBERTAD 518 KIMBERTON RD 341 PHOENIXVILLE PA 19460 PC OPERATIONAL SUPPORT FOR COMMUNITY RESOURCES AND PROGRAMMING TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT 5000 SEACHANGE CAPITAL PARTNERS INC 1385 BROADWAY 23RD FLR NEW YORK NY 10018 PC OPERATIONAL SUPPORT FOR EFFORTS STRENGTHENING THE NONPROFIT SECTOR TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT 30000 SENIOR ADULT ACTIVITY CENTER OF MONTGOMERY COUNTY 536 GEORGE ST NORRISTOWN PA 19401 PC OPERATIONAL SUPPORT FOR PROGRAMS ADDRESSING FOOD SECURITY AND NUTRITION ACCESS TO ADVANCE SDOH NEIGHBORHOOD & BUILT ENVIRONMENT 5000 SYSTEMATIC REFORMATIVE CHANGE FOUNDATION 102 DEKALB ST NORRISTOWN PA 19401 PC OPERATIONAL SUPPORT FOR COMMUNITY RESOURCES AND PROGRAMMING TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT 20000 THE BIRTH CENTER DBA LIFECYCLE WOMANCARE 918 COUNTY LINE RD BRYN MAWR PA 19010 PC OPERATIONAL SUPPORT FOR COMMUNITY RESOURCES AND PROGRAMMING TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT 6000 THE PARTNERSHIP TMA 125 N MAIN ST NORTH WALES PA 19454 PC OPERATIONAL SUPPORT FOR EFFORTS THAT PROMOTE AND BRING ATTENTION TO TRANSPORTATION ACCESS TO ADVANCE SDOH NEIGHBORHOOD & BUILT ENVIRONMENT 2500 THE PHILIP JAISOHN MEMORIAL FOUNDATION 6705 OLD YORK RD PHILADELPHIA PA 19126 PC OPERATIONAL SUPPORT FOR COMMUNITY RESOURCES AND PROGRAMMING TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT 20000 THE STRIVE INITIATIVE INC PO BOX 1511 POTTSTOWN PA 19464 PC OPERATIONAL SUPPORT FOR COMMUNITY RESOURCES AND PROGRAMMING TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT 20000 THE WELCOME PROJECT PA 350 S YORK RD HATBORO PA 19040 PC OPERATIONAL SUPPORT FOR COMMUNITY RESOURCES AND PROGRAMMING TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT 40000 THEATRE HORIZON 401 DEKALB ST NORRISTOWN PA 19401 PC OPERATIONAL SUPPORT FOR COMMUNITY RESOURCES AND PROGRAMMING TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT 20000 TRICOUNTY COMMUNITY NETWORK 13 ARMAND HAMMER BLVD STE 102 POTTSTOWN PA 19464 PC $40,000 RACIAL EQUITY LEARNING COMMUNITY AND MONTCO 30% PROJECT; $42,750 OPERATIONAL SUPPORT FOR COMMUNITY RESOURCES AND PROGRAMMING TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT AND SDOH NEIGHBORHOOD & BUILT ENVIRONMENT 82750 893750 BUCKS-MONT COLLABORATIVE PO BOX 66 HARLEYSVILLE PA 19438 PC $50,000 STRENGTHENING THE COLLABORATIVE ADVOCACY NETWORK (CAN); $230,000 OPERATIONAL SUPPORT FOR COMMUNITY RESOURCES AND PROGRAMMING TO ADVANCE SDOH SOCIAL & COMMUNITY CONTEXT 280000 SEACHANGE CAPITAL PARTNERS INC 1385 BROADWAY 23RD FLR NEW YORK NY 10018 PC GREATER PHILADELPHIA NONPROFIT REPOSITIONING FUND 30000 310000 14 27194 14 769749 18 1742615 RENTAL INCOME 402378 INTEREST ON PROGRAM-RELATED INVESTMENTS 14 4000 OTHER INCOME 01 142364 0 2685922 402378 3088300 11A RENTAL INCOME FROM NON-PROFIT CENTER WHICH HOUSES THE FOUNDATION AND FIVE UNRELATED HEALTH & HUMAN SERVICE AGENCIES SERVING MONTGOMERY COUNTY. 0 0 0 0 0 0 0 0 0 0 X X 1 MARY SPIERS TRUST CO WELLS FARGO WEALTH MGT ONE WEST FOURTH ST D4000-0062 WINSTONSALEM NC 27101 6000 X ACCOUNTING/AUDIT EXPENSE 72163 0 0 72448 LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND FOUNDATION MANAGERS FORM 990-PF, PART VIII: THE INDIVIDUALS ON FORM 990-PF, PART VII, LINE 1 (STATEMENT 16) THAT HAVE A TITLE THAT INCLUDES MANAGER SERVE ON THE BOARD OF MANAGERS, WHICH IS THE GOVERNING BODY OF 2506, LLC. AMERICAN CENTURY HIGH INCOME FUND 153,735.967SH 1340578 1340578 ARISTOTLE FUNDS FLOATING RATE INC I 134,382.431SH 1264539 1264539 VANGUARD SHORT TERM INFLATION 34,149.673SH 860975 860975 VANGUARD TOTAL BOND MARKET INDEX ADM 102,333.621SH 998279 998279 FIDELITY LARGE-CAP GROWTH INDEX FUND 52,617.780SH 2186795 2186795 FIDELITY SMALL-CAP INDEX FUND 20,944.391SH 569687 569687 KOPERNIK GLOBAL ALL-CAP FUND 118,827.677SH 1766968 1766968 VANGUARD BALANCED INDEX FUND 7,818.643SH 391708 391708 VANGUARD DEVELOPED MARKETS IDX 191,179.848SH 3504327 3504327 VANGUARD EMERGING MKTS STOCK IDX ADM 21,605.531SH 884963 884963 VANGUARD ENERGY INDEX FD ADM 5,200.627SH 309541 309541 VANGUARD MATERIALS IDX ADM 2,976.873SH 295484 295484 VANGUARD TOTAL STK MKT IND 69,640.131SH 10373190 10373190 ARTISAN GLOBAL OPPS FUND LP 1,485,221.760SH FMV 1485222 1485222 BHDG SYSTEMATIC TRADING FUND 4,331.736SH FMV 552170 552170 FIRST EAGLE GLOBAL EQUITY FUND LP 2,654.221SH FMV 4263263 4263263 FIRST EAGLE INSTITUTIONAL GOLD FUND LP 170.894SH FMV 300185 300185 KKR DIVERSIFIED CORE INFRA A SR 1,460.46SH FMV 1833110 1833110 KOHINOOR SERIES (CAYMAN) FUND 667.491SH FMV 666737 666737 LCP X (OFFSHORE) LP 885,687.000SH FMV 885687 885687 LOOP CAPITAL CORE FIXED INCOME, LLC 300,587.986SH FMV 3290176 3290176 NORTH PENN HOSPITAL DEFERRED COMPENSATION PLAN FMV 354689 354689 SCULPTOR CREDIT OPP OVERSEAS FUND LP 744,021.660SH FMV 744022 744022 LAND 1906479 0 1906479 1906479 LAND IMPROVEMENTS 712599 661795 50804 50804 BUILDING 4876412 2060926 2815486 2815486 LEASEHOLD IMPROVEMENTS 924517 921849 2668 2668 FURNITURE, FIXTURES AND EQUIPMENT 556670 465763 90907 90907 LEGAL EXPENSES 17297 0 0 10175 BENEFICIAL INTEREST IN REMAINDER TRUST 1178008 1234754 1234754 BENEFICIAL INTEREST IN PERPETUAL TRUST 202777 213382 213382 PROGRAM-RELATED INVESTMENTS 400000 400000 400000 OFFICE SUPPLIES & COMPUTER MAINTENANCE 40344 0 0 43682 TELEPHONE & COMMUNICATIONS 19233 0 0 19080 INSURANCE 29103 0 0 30459 DUES & SUBSCRIPTIONS 17623 0 0 16808 MISCELLANEOUS 883 0 0 837 PARTNERSHIP EXPENSES 0 56371 0 0 LP 84-4305167 16823 LP 85-2758350 490 LP 85-3749025 -115 LP 88-2916989 7865 RENTAL INCOME 402378 402378 402378 INTEREST ON PROGRAM-RELATED INVESTMENTS 4000 4000 0 OTHER INCOME 142364 0 0 UNREALIZED GAIN ON SECURITIES 780413 CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 56746 CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 10605 LIABILITIES IN RELATION TO NORTH PENN HOSPITAL 365734 354689 TENANT SECURITY DEPOSITS 13530 13230 DEFERRED TAX LIABILITY 35513 91273 PROGRAMMATIC/BOARD/OTHER CONSULTING 347375 34144 34144 279627 INVESTMENT FEES 109024 109024 0 0 MANAGEMENT FEE 14815 0 0 12965 FEDERAL EXCISE TAXES 93899 0 0 0 FOREIGN TAXES PAID 0 12219 0 0