Nonprofit · EIN 36-4685801
INDEPENDENCE BLUE CROSS FOUNDATION
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,487,181 | $10,665,804 | -$6,178,623 | $130,668,288 | $706,908 | $129,961,380 |
| December 31, 2023 | 990-PF | $15,536,483 | $10,430,571 | $5,105,912 | $131,340,037 | $1,370,026 | $129,970,011 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $393,303
- Dividends
- $4,001,072
- Net gain from sales of assets
- -$377,770
- Other income
- $470,576
Expenses
- Grants and similar amounts paid
- $8,698,576
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,324,203
- Excise tax on investment income
- $39,429
Balance sheet and other
- Total assets, start of year
- $131,340,037
- Total assets, end of year
- $130,668,288
- Total liabilities, end of year
- $706,908
- Net assets, end of year
- $129,961,380
- Fair market value of assets
- $130,668,288
- Qualifying distributions
- $10,324,203
- Net investment income
- $3,185,773
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARISSE R LILLIE ESQ 1901 MARKET STREET, PHILADELPHIA, PA 19103 | CHAIRMAN OF BOARD OF DIRECTORS | 0.5 | $0 |
| LORINA L MARSHALL-BLAKE 1901 MARKET STREET, PHILADELPHIA, PA 19103 | PRESIDENT/DIRECTOR | 1.5 | $0 |
| JUAN A LOPEZ JR 1901 MARKET STREET, PHILADELPHIA, PA 19103 | TREASURER | 0.5 | $0 |
| EMILY ZITSER 1901 MARKET STREET, PHILADELPHIA, PA 19103 | SECRETARY | 0.5 | $0 |
| JOAN P HILFERTY 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| CHRISTOPHER CASHMAN 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| RICHARD L SNYDER M D 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| NICHOLAS A GIORDANO 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| SIDNEY HARGRO 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| PAMELA SARNE-MCCORMICK 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| VALERIE HJELM ESQ 1901 MARKET STREET, PHILADELPHIA, PA 19103 | ASSISTANT SECRETARY | 0.5 | $0 |
| ROBERTA WAITE 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| JESSICA C LAMANNA ESQ 1901 MARKET STREET, PHILADELPHIA, PA 19103 | SECRETARY | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARISSE R LILLIE ESQ 1901 MARKET STREET, PHILADELPHIA, PA 19103 | CHAIRMAN OF BOARD OF DIRECTORS | 0.5 | $0 |
| LORINA L MARSHALL-BLAKE 1901 MARKET STREET, PHILADELPHIA, PA 19103 | PRESIDENT/DIRECTOR | 1.5 | $0 |
| JUAN A LOPEZ JR 1901 MARKET STREET, PHILADELPHIA, PA 19103 | TREASURER | 0.5 | $0 |
| JESSICA C LAMANNA ESQ 1901 MARKET STREET, PHILADELPHIA, PA 19103 | SECRETARY | 0.5 | $0 |
| JOAN P HILFERTY 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| CHRISTOPHER CASHMAN 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| RICHARD L SNYDER M D 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| NICHOLAS A GIORDANO 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| SIDNEY HARGRO 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| PAMELA SARNE-MCCORMICK 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| ROBERTA WAITE 1901 MARKET STREET, PHILADELPHIA, PA 19103 | DIRECTOR | 0.5 | $0 |
| VALERIE HJELM ESQ 1901 MARKET STREET, PHILADELPHIA, PA 19103 | ASSISTANT SECRETARY | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1901 MARKET STREET, PHILADELPHIA, PA 19103-1480
- In care of
- % SHANNON KILNER
- Signed the 990-PF
- JUAN A LOPEZ JR, TREASURER
- Phone
- (215) 241-4065
- Website
- www.ibxfoundation.org
- Return prepared by
- PwC US Tax LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-4685801
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $130,668,288
- Income (IRS master file)
- $11,077,265
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,487,181 | $10,665,804 | $130,668,288 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $15,536,483 | $10,430,571 | $131,340,037 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4685801).
Questions about INDEPENDENCE BLUE CROSS FOUNDATION
- What is the EIN of INDEPENDENCE BLUE CROSS FOUNDATION?
- The employer identification number (EIN) of INDEPENDENCE BLUE CROSS FOUNDATION is 36-4685801.
- Is INDEPENDENCE BLUE CROSS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to INDEPENDENCE BLUE CROSS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does INDEPENDENCE BLUE CROSS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of INDEPENDENCE BLUE CROSS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENCE BLUE CROSS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of INDEPENDENCE BLUE CROSS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does INDEPENDENCE BLUE CROSS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,487,181, expenses of $10,665,804 and total assets of $130,668,288 at year end.
Other nonprofits in PHILADELPHIA
- GLAXOSMITHKLINE PATIENT ACCESS PROGRAMS FOUNDATION EIN 20-0031992 · last filed 990-PF for 2025
- J HOWARD PEW FREEDOM TR EIN 23-6234671 · last filed 990 for 2024
- PHILADELPHIA FOUNDATION EIN 23-1581832 · last filed 990 for 2024
- JEWISH FEDERATION OF GREATER PHILADELPHIA EIN 23-1500085 · last filed 990 for 2025
- THE COMCAST NBCUNIVERSAL FOUNDATION EIN 51-0390132 · last filed 990-PF for 2024
- CHUBB CHARITABLE FOUNDATION EIN 26-2456949 · last filed 990-PF for 2024
- WYNCOTE FOUNDATION EIN 26-3535044 · last filed 990-PF for 2024
- THE LENFEST INST FOR JOURNALISM SPE ASSET FUND OF THE PHL FOUNDATION EIN 04-3731829 · last filed 990 for 2024
All nonprofits in PHILADELPHIA · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations