Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
HENRIETTA TOWER WURTS MEMORIAL FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1234 MARKET STREET NO 1800   Room/suite
City or town, state, and ZIP code
PHILADELPHIA, PA19107
A Employer identification number

23-6297977
B Telephone number (see page 10 of the instructions)

(215) 563-6417
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,005,298J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 176,343 176,343  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,050
b Gross sales price for all assets on line 6a 2,706,768
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 174,293 176,343  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 49,421 4,700   37,607
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 457 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,878 4,700   37,607
25 Contributions, gifts, grants paid........ 238,800 238,800
26 Total expenses and disbursements. Add lines 24 and 25 288,678 4,700   276,407
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -114,385
b Net investment income (if negative, enter -0-) 171,643
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 2,810 2,234 2,234
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet10,000
Less: allowance for doubtful accounts bullet   10,000 10,000 10,000
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 4,618,183 Click to see attachment4,504,374 4,993,064
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,630,993 4,516,608 5,005,298
Liabilities 17 Accounts payable and accrued expenses.......... 1,535 1,535
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 1,535 1,535
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 4,629,458 4,515,073
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,629,458 4,515,073
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,630,993 4,516,608
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,629,458
2 Enter amount from Part I, line 27a...................... 2 -114,385
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,515,073
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 4,515,073
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a BARTRAM INTERNATIONAL FUND P 2005-06-30 2010-01-15
b PIMCO P 2003-10-21 2010-03-24
c BARTRAM INTERNATIONAL FUND P 2005-06-30 2010-04-15
d HARBOR HIGH YIELD BOND P 2003-10-21 2010-04-14
e HARBOR SMALL CAP P 2003-10-21 2010-04-14
TURNER SMALL CAP P 2003-10-21 2010-04-20
PIMCO P 2003-10-21 2010-06-17
BARTRAM INTERNATIONAL FUND P 2005-06-30 2010-07-16
BARTRAM INTERNATIONAL FUND P 2005-06-30 2010-10-12
CHESAPEAKE CORE GROWTH P 2003-10-21 2010-11-23
BARTRAM INTERNATIONAL FUND P 2005-06-30 2010-11-23
HARBOR SMALL CAP P 2003-10-21 2010-11-23
PIMCO P 2003-10-21 2010-11-23
VANGUARD 500 INDEX P 2003-10-21 2010-11-05
VANGUARD EMERGING MARKET P 2006-06-28 2010-11-05
DODGE & COX P 2007-07-19 2010-11-23
COLCHESTER GLOBAL BOND AI FUND P 2010-12-01 2010-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,297   1,169 128
b 10,000   9,683 317
c 1,462   1,325 137
d 70,000   70,426 -426
e 16,900   12,274 4,626
16,900   11,545 5,355
100,000   95,552 4,448
1,331   1,345 -14
1,475   1,344 131
345,697   357,561 -11,864
876,948   820,676 56,272
260,715   193,262 67,453
600,000   554,039 45,961
34,000   29,592 4,408
33,915   15,834 18,081
335,976   533,041 -197,065
152   150 2
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       128
b       317
c       137
d       -426
e       4,626
      5,355
      4,448
      -14
      131
      -11,864
      56,272
      67,453
      45,961
      4,408
      18,081
      -197,065
      2
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -2,050
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 325,278 4,189,685 0.077638
2008 394,777 5,066,809 0.077914
2007 364,180 5,543,360 0.065697
2006 347,992 5,700,753 0.061043
2005 308,283 5,484,867 0.056206
2 Total of line 1, column (d) ...................... 2 0.338498
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.067700
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 4,761,969
5 Multiply line 4 by line 3....................... 5 322,385
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,716
7 Add lines 5 and 6......................... 7 324,101
8 Enter qualifying distributions from Part XII, line 4.............. 8 276,407
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,433
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 3,433
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,433
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,440
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,440
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,993
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletPA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE PHILADELPHIA FOUNDATION Telephone no.bullet (215) 563-6417
    Located atbullet1234 MARKET STREET SUITE 1800PHILADELPHIAPA ZIP+4bullet19107
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ELLEN NALLE HASS PRESIDENT
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    SARAH LAUGHLIN BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    ALISON ANDERSON BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    DENISE BROWN BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    JOYCE C MANTELL BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    PATRICIA BLAKELY BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    FRED NEIBAUER BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    THE PHILADELPHIA FOUNDATION PRIVATE FDN ADMIN 42,304
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA19107
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,623,599
    b
    Average of monthly cash balances.......................
    1b
    210,887
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,834,486
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    4,834,486
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    72,517
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,761,969
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    238,098
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    238,098
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    3,433
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,433
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    234,665
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    234,665
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    234,665
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    276,407
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    276,407
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    276,407
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 234,665
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006....... 68,794
    c From 2007....... 101,410
    d From 2008....... 146,215
    e From 2009....... 118,628
    fTotal of lines 3a through e......... 435,047
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 276,407
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 234,665
    e Remaining amount distributed out of corpus 41,742
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 476,789
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		476,789
    10 Analysis of line 9:
    a Excess from 2006.... 68,794
    b Excess from 2007.... 101,410
    c Excess from 2008.... 146,215
    d Excess from 2009.... 118,628
    e Excess from 2010.... 41,742
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    LIBBY WALSH PROGRAM ASSOCIATE
    1234 MARKET STREET
    PHILADELPHIA,PA19107
    (215) 563-6417
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORMS SUPPLIED UPON REQUEST
    cAny submission deadlines:
    FEBRUARY 1, MAY 1, SEPTEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO ORGANIZATIONS FOR PUBLIC SERVICE DESCRIBED UNDER SECTION 509(A)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACADEMY OF COMMUNITY MUSIC INC
    601 BETHLEHEM PIKE
    FORT WASHINGTON,PA19034     		    CRESCENDO 3,000
    ASOCIACION DE MUSICOS LATINO AMERICANOS INC
    4261 NORTH 5TH STREET
    PHILADELPHIA,PA19140     		    AMLA PERCUSSION ENSEMBLE 3,000
    ART-REACH INC
    1819 JFK BLVD SUITE 200
    PHILADELPHIA,PA19103     		    ART-REACH SUPPLEMENTAL ARTS EDUCATION AND IN-FACILITY PROGRAM 2,000
    ASIAN AMERICANS UNITED
    1023 CALLOW HILL STREET
    PHILADELPHIA,PA19123     		    FOLK ARTS EDUCATION 3,000
    THE ATTIC YOUTH CENTER
    255 SOUTH 16TH STREET
    PHILADELPHIA,PA19102     		    SUMMER INTERNSHIP 4,000
    B SOMEDAY PRODUCTIONS
    2509 FRANKFORD AVENUE
    PHILADELPHIA,PA19125     		    FAMILY THEATRE SERIES 2,000
    BLACK PEARL CHAMBER ORCHESTRA
    PO BOX 25206
    PHILADELPHIA,PA19119     		    ORCHESTRATING LEADERSHIP 3,000
    BOAT PEOPLE SOS
    600 WASHINGTON AVENUE 18 U-A
    PHILADELPHIA,PA19147     		    ASIAN YOUTH EMPOWERMENT PROGRAM (AYEP) 3,000
    BREAKTHROUGH OF GREATER PHILADELPHIA INC
    34 WEST COULTER STREET
    PHILADELPHIA,PA19144     		    MIDDLE SCHOOL YOUNG ACHIEVERS PROGRAM 4,000
    CAMBODIAN ASSOCIATION OF GREATER PHILADELPHIA
    5412 NORTH 5TH STREET
    PHILADELPHIA,PA19120     		    SUMMER CAMP ENRICHMENT PROGRAM 4,000
    CHILD ABUSE PREVENTION EFFORT (CAPE)
    8001 ROOSEVELT BOULEVARD SUITE 404
    PHILADELPHIA,PA19152     		    EMERGENCY FAMILY FUND (EFF) 4,000
    CAREER WARDROBE
    21 SOUTH 12TH STREET SUITE 110
    PHILADELPHIA,PA19107     		    GENERAL OPERATING SUPPORT 4,000
    CENTER FOR ADVOCACY FOR THE RIGHTS AND INTERESTS OF THE ELDERLY
    100 S BROAD STREET SUITE 1500
    PHILADELPHIA,PA191101088     		    THE CARIE LINE 4,900
    CASA OF PHILADELPHIA COUNTY
    1940 BRANDYWINE STREET
    PHILADELPHIA,PA19130     		    GENERAL OPERATING SUPPORT 4,000
    THE CENTER FOR GRIEVING CHILDREN TEENS AND FAMILIES
    1139 EAST LUZERNE STREET
    PHILADELPHIA,PA19124     		    GENERAL OPERATING SUPPORT 3,500
    CENTER IN THE PARK
    5818 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		    GENERAL OPERATING SUPPORT 4,000
    CENTRO NUEVA CREACIN - NEW CREATION COMMUNITY CENTER
    185 W TIOGA STREET
    PHILADELPHIA,PA19140     		    GENERAL OPERATING SUPPORT 4,000
    THE CHRISTIAN ASSOCIATION OF THE UNIVERSITY OF PENNSYLVANIA
    118 S 37TH STREET
    PHILADELPHIA,PA19104     		    PEACEMAKING THROUGH THE ARTS AND DANA HOW MENTORS PROGRAM 3,500
    THE CLAY STUDIO
    139 NORTH SECOND STREET
    PHILADELPHIA,PA19106     		    THE CLAYMOBILE 3,000
    COMMITTEE FOR DIGNITY & FAIRNESS FOR THE HOMELESS HOUSING DEVELOPMENT
    5221 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		    PATHS TOWARD THE FUTURE 3,000
    COMMUNITY CARE CENTER OF NORTHEAST
    2417 WELSH ROAD SUITE 202
    PHILADELPHIA,PA19114     		    WHEELS FOR INDEPENDENCE 2,500
    CRADLES TO CRAYONS
    30 CLIPPER ROAD
    WEST CONSHOHOCKEN,PA19428     		    GENERAL OPERATING SUPPORT 4,000
    CREATIVE GERMANTOWN INITIATIVE
    35 WEST CHELTEN AVENUE
    PHILADELPHIA,PA19144     		    "BASEMENT" YOUTH DROP IN CENTER 4,900
    ENCHANTMENT THEATRE COMPANY
    100 SOUTH BROAD STREET SUITE 1318
    PHILADELPHIA,PA19038     		    THE MAGIC OF MASKS 3,500
    FIRST BOOK- PHILADELPHIA
    RODIN PLACE SUITE 201 2000 HAMILTON
    STREET
    PHILADELPHIA,PA19130     		    GENERAL OPERATING SUPPORT 3,500
    FIRST UNITED METHODIST CHURCH OF GERMANTOWN (FUMCOG)
    6001 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		    AFTER SCHOOL PROGRAM 4,000
    FOCUS FIRST PHILLY
    215 S 39TH STREET
    PHILADELPHIA,PA19104     		    GENERAL OPERATING SUPPORT 3,500
    GIRLS ROCK PHILLY CO GIRLS ROCK CHICAGO
    PO BOX 1512
    PHILADELPHIA,PA19105     		    GENERAL OPERATING SUPPORT 3,000
    HANCOCK ST JOHN'S UNITED METHODIST CHURCHH & S LEARNING CENTER
    1217 NORTH HANCOCK STREET
    PHILADELPHIA,PA19122     		    HEAR OUR VOICES 2,000
    HELPING ENERGIZE & REBUILD OURSELVES INC
    3439 NORTH 17TH STREET
    PHILADELPHIA,PA191404916     		    AFTER SCHOOL/NUTRITION PROGRAM 2,000
    HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA
    2100 ARCH STREET 3RD FLOOR
    PHILADELPHIA,PA19103     		    IMMIGRANT YOUTH ADVOCACY PROGRAM 4,000
    HOMELESS ADVOCACY PROJECT
    42 SOUTH 15TH STREET 4TH FLOOR
    PHILADELPHIA,PA19102     		    CHILDREN AND FAMILIES PROJECT 3,000
    HOPE PARTNERSHIP FOR EDUCATION
    1701 NORTH 8TH STREET
    PHILADELPHIA,PA191222807     		    AFTER SCHOOL PROGRAM 3,500
    PHILADELPHIA HUNE INC
    2200 N 2ND STREET
    PHILADELPHIA,PA19122     		    OUTREACH WORKER PROJECT 2,500
    INN DWELLING
    109 EAST PRICE STREET
    PHILADELPHIA,PA19144     		    YOUTH INITIATIVE 3,000
    JOHN BARTRAM ASSOCIATION
    54TH STREET AND LINDBERGH BOULEVARD
    PHILADELPHIA,PA19143     		    EDUCATION PROGRAMS 4,000
    LEAPS LACROSSE EDUCATION ATTITUDE PERSEVERANCE SUCCESS
    3721 MIDVALE AVENUE
    PHILADELPHIA,PA19129     		    NORTH OR SOUTH PHILADELPHIA TEAM 2,000
    LITTLE BROTHERS-FRIENDS OF THE ELDERLY
    642 NORTH BROAD STREET LOBBY LEVEL
    PHILADELPHIA,PA19130     		    OUTREACH PROGRAM 4,000
    LULAC NATIONAL EDUCATIONAL SERVICE CENTER OF PHILADELPHIA
    119 E LEHIGH AVENUE
    PHILADELPHIA,PA19125     		    HACIA EL FUTURO 3,000
    MIGHTY WRITERS
    1501 CHRISTIAN STREET
    PHILADELPHIA,PA19146     		    AFTERSCHOOL PROGRAM 3,000
    MUSICOPIA
    2001 MARKET STREET SUITE 3100
    PHILADELPHIA,PA19103     		    MUSICOPIA STRING ORCHESTRA 2,000
    NATIONALITIES SERVICE CENTER
    1216 ARCH STREET 4TH FLOOR
    PHILADELPHIA,PA19107     		    SERVICES TO CHILDREN SURVIVORS OF TORTURE AND TRAUMA 3,000
    NEED IN DEED
    8616 GERMANTOWN AVENUE SECOND FLOOR
    REAR
    PHILADELPHIA,PA19118     		    GENERAL OPERATING SUPPORT 3,000
    NETWORK ARTS PHILADELPHIA
    PO BOX 4066
    PHILADELPHIA,PA191188066     		    PROJECTS IN THREE SCHOOLS 3,000
    NORRIS SQUARE NEIGHBORHOOD PROJECT
    2141 NORTH HOWARD STREET
    PHILADELPHIA,PA19122     		    GENERAL OPERATING SUPPORT 3,000
    NORTH LIGHT COMMUNITY CENTER
    175 GREEN LANE
    PHILADELPHIA,PA19127     		    GENERAL OPERATING SUPPORT 3,000
    ONE HOUSE AT A TIME
    411 SUSQUEHANNA ROAD
    AMBLER,PA19002     		    BEDS FOR KIDS 3,000
    OUTWARD BOUND INC
    3250 W SEDGELY DRIVE EAST FAIRMOUNT
    PARK
    PHILADELPHIA,PA191301001     		    GENERAL OPERATING SUPPORT 3,000
    PAINTED BRIDE ART CENTER
    230 VINE STREET
    PHILADELPHIA,PA191061213     		    ROCK THE PEN! 3,000
    PEGASUS RIDING ACADEMY INC
    8297 BUSTLETON AVENUE
    PHILADELPHIA,PA19152     		    PEGASUS SCHOLARSHIP PROGRAM 3,000
    PENN ASYLUM FOR INDIGENT WIDOWS AND SINGLE WOMEN (DBA PENN HOME)
    1401 EAST SUSQUEHANNA AVENUE
    PHILADELPHIA,PA191252825     		    GENERAL OPERATING SUPPORT 3,000
    PHILADELPHIA CHILDREN'S ALLIANCE
    42 SOUTH 15TH STREET 3RD FLOOR
    PHILADELPHIA,PA191043020     		    SNACKS AND TRANSPORTATION FOR CHILD SEXUAL ABUSE VICTIMS 2,000
    PHILADELPHIA MENNONITE HIGH SCHOOL
    860 NORTH 24TH STREET
    PHILADELPHIA,PA19130     		    WEATHERBUG WEATHER STATION 3,500
    PHILADELPHIA PHYSICIANS FOR SOCIAL RESPONSIBILITY INC
    704 N 23RD STREET
    PHILADELPHIA,PA19130     		    PEACEFUL POSSE 3,000
    PHILADELPHIA YOUNG PLAYWRIGHTS
    1709 BENJAMIN FRANKLIN PARKWAY 2ND
    FLOOR
    PHILADELPHIA,PA19103     		    CLASSIC PROGRAM 4,000
    PROVIDENCE CENTER
    2635 NORTH 4TH STREET
    PHILADELPHIA,PA19133     		    AFTER SCHOOL PROGRAM 4,000
    PUBLIC CITIZENS FOR CHILDREN AND YOUTH
    1709 BENJAMIN FRANKLIN PARKWAY 6TH
    FLOOR
    PHILADELPHIA,PA19103     		    HEALTH OUTREACH PROJECT 3,000
    RIVERBEND ENVIRONMENTAL EDUCATION CENTER
    1950 SPRING MILL ROAD
    GLADWYNE,PA19035     		    OUTREACH TO CHILDREN/ACCESS TO NATURE SUMMER ENRICHMENT PROGRAM 3,000
    SUPPORTIVE OLDER WOMEN'S NETWORK INC
    4100 MAIN STREET SUITE 200
    PHILADELPHIA,PA19127     		    GRANDPARENT EMBASSADOR PROGRAM 3,000
    SPELLS WRITING LAB
    2526 N ADLER STREET
    PHILADELPHIA,PA19133     		    GENERAL OPERATING SUPPORT 3,000
    ST CHRISTOPHER'S FOUNDATION FOR CHILDREN
    ALLIED STEAKS INC 313 HICKORY PLACE
    VINELAND,NJ19103     		    THE COMMUNITY ORAL HEALTH INITIATIVE 4,000
    ST PETER'S EPISCOPAL CHURCH FOOD CUPBOARD
    313 PINE STREET
    PHILADELPHIA,PA19106     		    GENERAL OPERATING SUPPORT 4,000
    SUMMER SEARCH - PHILADELPHIA
    1616 WALNUT ST SUITE 2200
    PHILADELPHIA,PA19103     		    GENERAL OPERATING SUPPORT 3,500
    TALLER PUERTORRIQUEO
    2721 NORTH 5TH STREET
    PHILADELPHIA,PA19133     		    PROJECT BASED LEARNING 4,000
    TREE HOUSE BOOKS
    1430 W SUSQUEHANNA AVENUE
    PHILADELPHIA,PA19121     		    TUTORING TIME 2,000
    URBAN RESOURCES DEVELOPMENT CORPORATION
    6023 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		    OWNER OCCUPIED REPAIR PROGRAM 3,000
    URBAN TREE CONNECTION
    5125 WOODBINE AVENUE
    PHILADELPHIA,PA191312404     		    GROWING HEALTHY/VEGGIEKID 4,000
    WAGNER FREE INSTITUTE OF SCIENCE
    1700 W MONTGOMERY AVENUE
    PHILADELPHIA,PA191213298     		    FREE EDUCATION PROGRAMS 3,000
    WEST PARK CULTURAL AND OPPORTUNITY CENTER
    5114 PARKSIDE AVENUE
    PHILADELPHIA,PA19131     		    YOUTH ARTS PROGRAM 3,000
    WEST PHILADELPHIA CULTURAL ALLIANCE
    4949-51 WALNUT STREET
    PHILADELPHIA,PA19139     		    COMMUNITY ARTS IN EDUCATION PROGRAMS 3,000
    WHITE-WILLIAMS FOUNDATION DBA WHITE-WILLIAMS SCHOLARS
    215 SOUTH BROAD STREET 10TH FLOOR
    PHILADELPHIA,PA19107     		    GENERAL OPERATING SUPPORT 3,000
    WILLIAM WAY COMMUNITY CENTER
    1315 SPRUCE STREET
    PHILADELPHIA,PA19107     		    CONNECTING GENERATIONS FRIENDLY VISITOR 3,000
    WOMEN'S MEDICAL FUND
    PO BOX 40748
    PHILADELPHIA,PA191025955     		    FINANCIAL ASSISTANCE TO TEENS 5,000
    Total .................................bullet 3a 238,800
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 176,343  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 -2,050  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 174,293 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13174,293
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL FOUNDATION
    EIN: 23-6297977
    Name of Stock End of Year Book Value End of Year Fair Market Value
    THE CHEASAPEAKE CORE GROWTH FUND 0 0
    BARTRAM INTERNATIONAL FUND 0 0
    HARBOR HIGH YIELD BOND 160,255 161,129
    HARBOR SMALL CAP VALUE 0 0
    PIMCO TOTAL RETURN 918,973 933,223
    TURNER SMALL CAP GROWTH 182,497 300,001
    VANGUARD 500 INDEX FUND 1,171,157 1,320,099
    VANGUARD EMERGING MKTS-ADMIRAL 182,948 317,286
    DODGE & COX FUND 0 0
    VANGUARD DEVELOPED 514,727 542,114
    VANGUARD INFLATION 303,903 295,391
    ARTISAN FUND 507,855 541,377
    DIMENSIONAL 262,209 277,866
    COLCHESTER 299,850 304,578

    TY 2010 OtherProfessionalFeesSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL FOUNDATION
    EIN: 23-6297977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 42,307 4,700   37,607
    TRUSTEE FEES 6,039 0   0
    PROFESSIONAL FEES 1,075 0   0


    TY 2010 TaxesSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL FOUNDATION
    EIN: 23-6297977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 457 0   0