Public charity
POTTSTOWN, PACity and state as stated on its FY2024 returnEIN Website
This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $67,968,143 | $61,046,829 | $18,042 | $1,058,174,168 | $105,446,842 |
| FY2023 | 990 | $57,604,066 | $49,767,908 | $25,721 | $974,020,333 | $92,996,444 |
| FY2022 | 990 | $46,587,819 | $41,003,562 | $7,528 | $950,632,179 | $79,337,826 |
| FY2021 | 990 | $42,054,203 | $35,180,178 | $0 | $922,377,479 | $80,011,150 |
| FY2020 | 990 | $39,376,306 | $36,481,135 | $0 | $806,835,238 | $74,848,339 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| DIAMOND CHARITABLE FOUNDATIONPOTTSTOWN, PA | COSTS OF PROFESSIONAL SERVICES | $25,721 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patrick M Austin | CHAIRMAN | 1.00 | $0 |
| Eugene F Carter Jr | VICE CHAIRMEN | 1.00 | $0 |
| Gary W Yost | TREASURER | 1.00 | $0 |
| Marcia J Levengood | SECRETARY |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| COSTS OF PROFESSIONAL SERVICES |
| $18,042 |
| 2024 |
| DIAMOND CHARITABLE FOUNDATIONPOTTSTOWN, PA | COSTS OF FORMATION | $7,528 | 2022 |
| 1.00 |
| $0 |
| Robert Tomascik | BOARD MEMBER | 1.00 | $0 |
| Sandi M Chieffo | BOARD MEMBER | 1.00 | $0 |
| David L Lekites | BOARD MEMBER (ENDED 8/7/24) | 1.00 | $0 |
| Mark V Wallace | BOARD MEMBER | 1.00 | $0 |
| Cameron Martin | BOARD MEMBER | 1.00 | $0 |
| Dr Charles Barbera | BOARD MEMBER (BEGAN 9/24/24) | 1.00 | $0 |
| Rick Patel | PRESIDENT/CEO | 50.00 | $965,491 |
| Lori Levengood | EVP/CLO | 45.00 | $510,410 |
| Todd Rothenberger | SVP/CHIEF MARKETING OFFICER | 45.00 | $503,125 |
| Adam Hartzell | FINANCIAL ADVISOR | 45.00 | $463,171 |
| James Daly Iii | SVP/CIO | 45.00 | $299,231 |
| Barbara Mitchell | SVP/CFO | 45.00 | $278,933 |
| Jennifer Mckee | SVP/COO AND IN-HOUSE LEGAL | 45.00 | $274,324 |
| Steve Marley | CHIEF BUSINESS OFFICER | 45.00 | $273,981 |
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202413179349304471
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202313189349301411
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202243199349315254
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202133199349312833
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201913199349303881
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201843189349305359
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201743039349301334
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201622919349300102
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.