Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 02-01-2013 , and ending 01-31-2014
Name of foundation
GEORGE W RENTSCHLER FOUNDATION
C/O HUGH SUTHERLAND ESQ

Number and street (or P.O. box number if mail is not delivered to street address)ONE PENN CENTER - 19TH FLOOR 1617JFK BRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA191031895
A Employer identification number

23-6627872
B Telephone number (see instructions)

(215) 665-3000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,639,696
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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...... 89,758 89,758  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 85,483
b Gross sales price for all assets on line 6a 830,077
7 Capital gain net income (from Part IV, line 2)... 85,483
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........ 175,241 175,241  
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)......... 5,500 0   5,500
b Accounting fees (attach schedule)....... 3,650 1,825   1,825
c Other professional fees (attach schedule).... 13,439 13,439   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 387 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 744 0   744
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,720 15,264   8,069
25 Contributions, gifts, grants paid........ 109,500 109,500
26 Total expenses and disbursements. Add lines 24 and 25 133,220 15,264   117,569
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 42,021
b Net investment income (if negative, enter -0-) 159,977
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 187,368 194 194
2 Savings and temporary cash investments.......... 267,511 184,854 184,854
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see 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)........ 870,155 Click to see attachment884,573 1,055,724
c Investments—corporate bonds (attach schedule)........ 838,149 Click to see attachment1,081,751 1,131,937
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 201,287 Click to see attachment253,633 266,987
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) 2,364,470 2,405,005 2,639,696
Liabilities 17 Accounts payable and accrued expenses..........    
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).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 2,364,470 2,405,005
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,364,470 2,405,005
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,364,470 2,405,005
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 2,364,470
2 Enter amount from Part I, line 27a..................... 2 42,021
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,406,491
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,486
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,405,005
Form 990-PF (2013)
Form 990-PF (2013)
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 75,000 BEST BUY INC 5.50% P 2013-08-28 2013-12-05
b 60,000 CISCO SYSTEMS 5.50% BOND P 2010-06-18 2013-08-27
c 20,000 CISCO SYSTEMS 5.50% BOND P 2011-03-15 2013-08-27
d 200 SHS BRISTOL MYERS SQUIBB CO P 2009-03-10 2013-04-18
e 450 SHS BRISTOL MYERS SQUIBB CO P 2009-04-09 2013-04-18
650 SHS BRISTOL MYERS SQUIBB CO P 2009-04-09 2013-05-07
500 SHS CATERPILLAR INC P 2012-12-07 2013-07-01
975 SHS CONSOL ENERGY INC P 2010-10-18 2013-09-17
1,400 SHS CORNING INC P 2013-07-16 2014-01-30
625 SHS CVS CAREMARK P 2010-04-08 2013-07-02
1,725 SHS DANA HOLDING CORPORATION P 2013-03-19 2013-11-04
575 SHS DELPHI AUTOMOTIVE PLC P 2013-03-04 2014-01-28
3,100 SHS FORD MOTOR CO P 2013-05-08 2014-01-23
650 SHS FLOUR CORPORATION P 2012-09-07 2013-06-14
350 SHS LEAR CORPORATION P 2012-03-27 2014-01-27
775 SHS POTASH CORP SASK INC P 2013-06-05 2013-11-26
2,000 SHS TECO ENERGY P 2007-05-24 2013-02-08
300 SHS TECO ENERGY P 2007-08-23 2013-02-08
700 SHS TECO ENERGY P 2008-04-25 2013-02-08
4,325 SHS ISHARES MSCI JPN IDX FD P 2012-02-28 2013-04-08
675 SHS VANGUARD CORP BOND ETF - SHORT TERM P 2013-03-07 2013-06-05
675 SHS VANGUARD CORP BOND ETF - SHORT TERM P 2013-03-07 2013-10-25
1,000 SHS MARKET VECTORES ETF TRUST P 2012-07-18 2013-04-05
CAPITAL GAINS DIVIDENDS P    
(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 82,767   74,290 8,477
b 64,867   61,477 3,390
c 21,622   19,957 1,665
d 8,098   4,008 4,090
e 18,220   9,092 9,128
25,906   13,133 12,773
40,997   43,612 -2,615
34,066   39,073 -5,007
25,701   21,013 4,688
35,914   22,924 12,990
32,426   31,056 1,370
35,718   23,592 12,126
51,319   44,075 7,244
40,115   35,596 4,519
27,926   16,351 11,575
24,364   32,757 -8,393
33,863   34,930 -1,067
5,079   4,786 293
11,852   11,587 265
47,608   44,029 3,579
53,896   53,498 398
53,976   53,498 478
53,099   50,260 2,839
678     678
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       8,477
b       3,390
c       1,665
d       4,090
e       9,128
      12,773
      -2,615
      -5,007
      4,688
      12,990
      1,370
      12,126
      7,244
      4,519
      11,575
      -8,393
      -1,067
      293
      265
      3,579
      398
      478
      2,839
      678
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 85,483
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 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))
2012 134,197 2,689,510 0.049896
2011 140,590 2,615,825 0.053746
2010 100,500 2,484,932 0.040444
2009 120,879 2,282,888 0.052950
2008 116,429 2,359,723 0.049340
2 Total of line 1, column (d) ...................... 2 0.246376
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 0.049275
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,637,702
5 Multiply line 4 by line 3....................... 5 129,973
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,600
7 Add lines 5 and 6......................... 7 131,573
8 Enter qualifying distributions from Part XII, line 4.............. 8 117,569
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.
Form 990-PF (2013)
Form 990-PF (2013)
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 3,200
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 3,200
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 3,200
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,920
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 1,920
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 1,280
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 2014 estimated taxBullet   RefundedBullet 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 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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 ofbulletOBERMAYER REBMANN MAXWELL HIPPEL Telephone no.bullet (215) 665-3000
    Located atbullet1617 JFK BLVD 19TH FLOORPHILADELPHIAPA ZIP+4bullet191031895
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 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 2013 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 2013.)....................
    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 2013?
    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 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 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 (2013)
    Form 990-PF (2013)
    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 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
    WILLIAM O'NEILL PRESIDENT
    0.00
    0 0 0
    1400 WAVERLY ROAD VILLA ONE
    GLADWYNE,PA19035
    HUGH SUTHERLAND SECRETARY/TREASURER
    0.00
    0 0 0
    19TH FL ONE PENN CTR 1617 JFK BLVD
    PHILADELPHIA,PA19103
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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 instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    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 (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    131,885
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    3,200
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,200
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    128,685
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    128,685
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    128,685
    Part XII
    Qualifying Distributions (see 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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
     
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 128,685
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 122
    b From 2009....... 8,539
    c From 2010.......  
    d From 2011....... 14,421
    e From 2012....... 3,495
    fTotal of lines 3a through e......... 26,577
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 117,569
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 117,569
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 11,116 11,116
    (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 15,461
    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 instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    15,461
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 11,966
    d Excess from 2012.... 3,495
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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 or e-mail address of the person to whom applications should be addressed:
    HUGH SUTHERLAND ESQ
    19TH FLOOR ONE PENN CENTER 1617 JFK
    BLVD
    PHILADELPHIA,PA19103
    (215) 665-3000
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING ON APPLICATION OBTAINABLE FROM ABOVE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FUNDS ARE DISTRIBUTED FOR THE BENEFIT OF CHARITABLE RELIGIOUS, SCIENTIFIC & EDUCATIONAL TAX EXEMPT ORGANIZATIONS.
    Form 990-PF (2013)
    Form 990-PF (2013)
    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
    ADOPTION CENTER OF DELAWARE VALLEY
    1500 WALNUT STREET SUITE 701
    PHILADELPHIA,PA19102
    NONE PUBLIC CHARITY FOR FINDING FAMILIES FOR CHILDREN LIVING IN FOSTER CARE, EXPANDING ADOPTION OPPORTUNITIES FOR CHILDREN IN FOSTER CARE AND PROVIDING RESOURCES TO FAMILIES AND AGENCIES WHO SEEK TEH PERMANENCY OF CARING HOMES FOR CHILDREN. 2,500
    AFTER SCHOOL ACTIVITIES PARTNERSHIPS
    1520 LOCUST STREET SUITE 1104
    PHILADELPHIA,PA19102
    NONE PUBLIC CHARITY FOR SUPPORT OF 10 AFTER SCHOOL ENRICHMENT PROGRAMS INCLUDING CHESS, DEBATE, SCRABBLE AND DRAMA WHICH SERVES MORE THAN 150 STUDENTS BY PROVIDING POSITIVE SOCIALIZATION AND LEARNING PROGRAMS, ULTIMATELY HELPING STUDENTS IMPROVE IN SCHOOL PERFORMANCE. 2,500
    ALS ASSSOCIATION - THE GREATER PHILADELPHIA CHAPTER
    321 NORRISTOWN ROAD SUITE 260
    AMBLER,PA19002
    NONE ALL PUBLIC CHARITIES FOR CONTINUED PROVISION OF THE HOWARD I. ABRAMS IN-HOME CARE PROGRAM WHICH PROVIDES CUSTODIAL CARE BY A HOME-HEALTH AIDE UP TO 2 HOURS A DAY, FIVE DAYS A WEEK TO PROVIDE EXTRA CARE FOR PATIENTS LIVING WITH ALS, A DISEASE WHICH DESTROYS NERVE CELLS WHICH SLOWLY PARALYZES MUSCLES AND LEAVES THE PATIENT UNABLE TO EAT, MOVE OR EVEN BREATHE. 3,500
    AMERICAN RED CROSS - SOUTHEASTERN PENNSYLVANIA CHAPTER
    23RD AND CHESTNUT STREETS
    PHILADELPHIA,PA19103
    NONE PUBLIC CHARITY FOR SUPPORT OF PREPAREDNESS EDUCATION (FORMERLY COMMUNITY DISASTER EDUCATION) AND THE RED CROSS CLUB HIGH SCHOOL SERVICE-LEARNING PROGRAM. 4,000
    ATLANTIC SEABOARD DYSLEXIA EDUCATION CENTER
    22 WEST JEFFERSON STREET
    ROCKVILLE,MD20850
    NONE PUBLIC CHARITY FOR SUPPORT OF INITIATION OF NEW LANGUAGE FOUNDATIONS PILOT PROGRAM WHICH ASSISTS STUDENTS IN REACHING THEIR ACADEMIC POTENTIAL. 15,000
    AUGUSTINIAN DEFENDERS OF THE RIGHTS OF THE POOR
    2130 SOUTH 21ST STREET 2ND FLOOR
    PHILADELPHIA,PA19145
    NONE PUBLIC CHARITY FOR SUPPORT OF THE PRIMARY CARE EVENING HEALTH CLINIC (SOUTH PHILADELPHIA UNITY CLINIC) WHICH SERVES 900 LOW INCOME WORKING IMMIGRANTS WITH NO HEALTH INSURANCE AND POOR OR NON-EXISTENT ENGLISH SKILLS, PROVIDING HEALTHCARE AND HEALTH EDUCATION ALLOWING THEM TO STAY HEALTHY, KEEP THEIR FAMILIES HEALTHY AND BECOME PRODUCTIVE WORKERS IN ORDER TO SUPPORT THEIR FAMILIES. 3,000
    BEATCANCERORG
    MALLARD CREEK VILLAGE 130 ALMSHOUSE
    RD SUITE 107A
    RICHBORO,PA18954
    NONE PUBLIC CHARITY TOWARD PROVIDING PATIENT COUNSELING, EDUCATION AND REFERRAL SERVICES TO THOSE SUFFERING WITH CANCER. 2,500
    BRYN MAWR REHAB HOSPITAL FOUNDATION
    414 PAOLI PIKE
    MALVERN,PA19355
    NONE PUBLIC CHARITY TOWARD SUPPORT OF THE PROJECT SEARCH PROGRAM WHICH IS AN EDUCATIONAL AND WORK TRANSISITION PROGRAM THAT INTEGRATES CLASSROOM EDUCATION AND ON-THE-JOB TRAINING FOR ADULTS WITH COGNITIVE AND/OR PHYSICAL DISABILITIES ACHIEVE SUSTAINABLE EMPLOYMENT AND SELF-SUFFICIENCY WITHIN THE GREATER PHILADELPHIA REGION. 3,000
    CENTRO NUEVA CREACION
    185 W TIOGA STREET
    PHILADELPHIA,PA19140
    NONE PUBLIC CHARITY FOR GENERAL OPERATING SUPPORT TO IMPOVERISHED CHILDREN IN THE FAIRHILL "BADLANDS' SECTION OF PHILADELPHIA BY PROVIDING AFTER SCHOOL HOMEWORK HELP, RECREATIONAL ACTIVITIES IN A SAFE PLACE, ARTS AND CULTURE PROGRAMMING, ENGAGING FAMILIES AS WELL. 2,500
    CENTER IN THE PARK
    5818 GERMANTOWN AVENUE
    PHILADELPHIA,PA191442187
    NONE PUBLIC CHARITY FOR GENERAL OPERATING SUPPORT TO SUSTAIN COMPREHENSIVE CONTINUUM OF SENIOR CENTER PROGRAMS IN THE GERMANTOWN SECTION OF PHILADELPHIA. PROGRAMS INCLUDE HEALTH PROMOTION AND EVIDENCE-BASED PROGRAMS, COMMUNITY CONNECTIONS - CIVID ENGAGEMENT AND INTERGENERATIONAL PROGRAMS, ONGOING SOCIAL SERVICES, ENERGY ASSISTANCE AND HOUSING. 3,000
    CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA
    100 SOUTH BROAD STREET SUITE 1200
    PHILADELPHIA,PA19110
    NONE PUBLIC CHARITY FOR PROVISION OF FOUR FULL YEARS OF TUITION TO A QUALITY AREA TUITION-BASED SCHOOL FOR ONE CHILD FROM A LOW INCOME PHILADELPHIA FAMILY; PROVIDING ACCESS TO QUALTITY EDUCATION TO LOW-INCOME CHILDREN IN THE MIDST OF THE PHILADELPHIA SCHOOL DISTRICT FAILURES AND CLOSURES. 2,500
    CHILDREN'S VILLAGE
    125 NORTH 8TH STREET
    PHILADELPHIA,PA19106
    NONE PUBLIC CHARITY FOR THE SCHOOL-AGE PROGRAM PROVIDING ACADEMIC ENRICHMENT FOR AT-RISK CHILDREN IN GRADES KINDERGARTEN THROUGH 6TH GREADE IN PHILADELPHIA'S CHINATOWN COMMUNITY, SOUTH AND NORTH PHILADELPHIA. 2,500
    CRADLES TO CRAYONS
    30 CLIPPER ROAD PO BOX 799
    W CONSHOHOCKEN,PA19428
    NONE PUBLIC CHARITY TOWARD PROVIDING KIDPACKS CUSTOMIZED PACKAGES CONTAINING A WEEK'S WORTH OF CLOTHING, BOOKS, SHOES, BABY EQUIPMENT AND SCHOOL SUPPLIED TO LOW INCOME AND HOMELESS CHILDREN AGES 0-12 YEARS. 2,500
    CRADLE OF HOPE INC
    1657 THE FAIRWAY 140
    JENKINTOWN,PA19046
    NONE PUBLIC CHARITY FOR GENERAL OPERATING EXPENSES TO PROVIDE LOW-INCOME AND HOMELESS SINGLE WOMEN AND THEIR CHILDREN TEMPORARY HOUSING, DIAPERS, BABY SUPPLIES, FOOD, EDUCATION, JOB TRAINING AND LIFE SKILLS WORKSHOPS TO ASSIST THEM IN GAINING EMPLOYMENT AND SELF SUFFICIENCY. 3,000
    DRUEDING CENTER
    413 W MASTER STREET
    PHILADELPHIA,PA19122
    NONE PUBLIC CHARITY FOR SUPPORT OF THE YOUTH SERVICES COMPONENT OF THE TRANSITIONAL HOUSING PROGRAM FOR HOMELESS WOMEN AND THEIR CHILDREN WHICH PROVIDES COMPREHENSIVE PROGRAMS TO ASSIST FAMILIES IN HEALING AND FOREVER BREAKING THE CYCLE OF POVERTY AND HOMELESSNESS. 3,000
    EASTERN STATE PENITENTIARY HISTORIC SITE INC
    2027 FAIRMOUNT AVENUE
    PHILADELPHIA,PA191302603
    NONE PUBLIC CHARITY FOR SUPPORT OF THE BIG GRAPH: A SCULPTURAL REPRESENTATION OF INCARERATION TRENDS PROJECT WHICH WILL ADD A GRAPHIC FEATURE TO EASTERN STATE'S TOUR ROUTES IN A MEMORABLE AND PHOTOGENIC WAY. 2,500
    FRIENDS' CENTRAL SCHOOL
    1101 CITY AVENUE
    WYNNEWOOD,PA190963490
    NONE PUBLIC CHARITY FOR SUPPORT TO HIRE ADDITIONAL QUALIFIED STAFF TO MEET THE NEEDS OF OUR EXPANDED ENROLLMENT AND CURRICULUM AND FOR CONTINUED SUPPORT OF THE SCHOOL'S BASKETBALL, READING AND MATH CLINICS WHICH SERVICE CHILDREN GRADES 3- 10TH IN THE WYNNEFIELD, OVERBROOK AND WEST PHILADELPHIA NEIGHBORHOODS. 3,000
    HANDICRAFTERS INC
    215 BARLEY SHEAF ROAD PO BOX 72646
    THORNDALE,PA19372
    NONE PUBLIC CHARITY FOR HELPING PROVIDE JOB OPPORTUNITIIES FOR PEOPLE WITH DISABILITIES IN CHESTER AND SURROUNDING COUNTIES. 3,500
    HUMAN RIGHTS FIRST
    333 SEVENTH AVENUE 13TH FLOOR
    NEW YORK,NY10001
    NONE PUBLIC CHARITY FOR SUPPORT TO BOLSTER HRF'S WORK TO PROTECT AND PROMOTE HUMAN RIGHTS AROUND THE WORLD BY STRENGTHENING RULE OF LAW AND COUNTERING ABUSES IN THE UNITED STATES INCLUDING BULIDING A DURABLE CONSENSUS AGAINST TORTURE, CLOSING GUANTANAMO, ENSURING FAIR TRIAL AND ENDING INDEFINITE DETENTION; PROTECTING REFUGESS AT HOME AND ABROAD THROUGH RESTORING ACCESS TO ASYLUM AND FAIR PROCESS, REFORMING THE IMMIGRATION DETENTION SYSTEMA AND RESPONDING TO THE SYRIAN REFUGEE CRISIS;CONFRONTING CRIMES AGAINGST HUMANITY THROUGH DISRUPTING ENABLERS OF MASS ATROCITIES; SUPPORTING HUMAN RIGHTS DEFENDERS AND CIVIL SOCIETY ABROAD IN CHALLENGING VIOLATIONS OF FUNDATMENTAL RIGHTS THROUGH EXPANDING THE FREEDOM OF HUMAN RIGHTS DEFENDERS TO OPERATE IN THEIR OWN COUNTRIES, JOINING FORCES INITIATIVE, PREVENTING VIOLENCE AND DISCRIMINATION AGAINST LGBTI PERSONS AND COUNTERING ANTI-SEMITISM IN EUROPE 3,000
    JUVENILE LAW CENTER
    THE PHILADLEPHIA BUILDING 1315
    WALNUT STREET SUITE 400
    PHILADELPHIA,PA19107
    NONE PUBLIC CHARITY FOR SUPPORT OF THE LAW LIBRARY TO PROVIDE COMPREHENSIVE MATERIALS ON CHILDREN'S ISSUES TO ASSIST IN THE LEGAL REPRESENTATION OF CHILDREN WITHIN TEH CHILD WELFARE AND JUVENILE JUSTICE SYSTEMS. 5,000
    MANNA
    2323 RANSTEAD STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC CHARITY FOR SUPPORT OF MANNA'S PROGRAM OF PROVIDING MEDICALLY APPROPRIATE HOME-DELIVERED MEALS AND NUTRITION COUNSELING FOR PEOPLE LIVING WITH LIFE-THREATENING ILLNESSES. THE GRANT OF $5,000 WOULD FUND 1,389 NOURISHING MEALS 4,000
    NONPROFIT TECHNOLOGY RESOURCES
    1524 BRANDYWINE STREET
    PHILADELPHIA,PA19130
    NONE PUBLIC CHARITY FOR SUPPORT OF THE FREE LEARNING THROUGH TECHNOLOGY ESOL PROGRAM WHICH WILL EQUIP 20 LOW-INCOME PHILADELPHIA STUDENTS WITH COMPUTERS AND COMPUTER TRAINING. THE PROGRAM IS ATTEMPTING TO COVER WHAT PHILADELPHIA PUBLIC SCHOOL FUNDING USED COVER, SINCE THE BUDGET CUTS WHICH HAVE LEFT MANY STUDENTS BEHIND IN THEIR ABILITY TO LEARN WITHOUT PROPER EQUIPMENT. 2,500
    PENN HOME
    1401 EAST SUSQUEHANNA AVENUE
    PHILADELPHIA,PA191252825
    NONE PUBLIC CHARITY FOR SUPPORT OF PENN HOME'S BENEVOLENT SUBSIDY PROGRAM WHICH PROVIDES AFFORDABLE HOUSING AND PERSONAL CARE TO SENIORS SURVIVING ON LIMITED INCOMES. THIS PROGRAM MAKES UP THE DIFFERENCE IN FEES THAT ELDERLY MEN AND WOMEN CANNOT AFFORD TO PAY SO THAT THEY CAN REMAIN AT PENN HOME, A QUALITY CARE HOME OF SENIORS IN THE LOW INCOME AREAS OF FISHTOWN/KENSINGTON, PA. 2,500
    PHILADELPHIA FUTURES
    230 S BROAD STREET 7TH FLOOR
    PHILADELPHIA,PA19102
    NONE PUBLIC CHARITY FOR SUPPORT OF THE YOUNG MEN'S INITIATIVE PROGRAMS WHICH PROVIDE HIGH RISK YOUNG MEN IN NINTH THROUGH TWELFTH GRADE WITH CORE COLLEGE ACCESS, RETENTION AND SUCCESS PROGRAMS INCLUDING: LEADERSHIP ROUNDTABLES, COLLEGE PREPARATION, LEADERSHIP DEVELOPMENT ACTIVITIES, CULTURAL ENRICHMENT AND STOCK MARKET CLUB. 2,500
    PREGNANCY AID CENTER INC
    4809 GREENBELT ROAD
    COLLEGE PARK,MD20740
    NONE PUBLIC CHARITY FOR PROVISION OF PRENATAL CARE TO WOWEN OF ALL ETHNICITIES BELOW THE FEDERAL POVERTY LEVEL WHICH INCLUDES VITAMINS AND VARIOUS MEDICAL CARE AND TESTING FOR THE UNINSURED. 3,000
    PIFARRO THE RENAISSANCE BAND (FKA THE PHILADELPHIA RENAISSANCE WIND BAND
    2238 FAIRMOUNT AVENUE
    PHILADELPHIA,PA19130
    NONE PUBLIC CHARITY FOR SUPPORT IN BRINGING GUEST ARTISTS OF NATIONAL CALIBER TO PHILADELPHIA FOR PERFORMANCES IN CENTER CITY AND CHESTNUT HILL. 2,500
    PRESBYTERIAN CHILDREN'S VILLAGE
    452 SOUTH ROBERTS ROAD
    ROSEMONT,PA19010
    NONE PUBLIC CHARITY FOR GENERAL OPERATING SUPPORT OF THE VILLAGE SERVICES TO OVER 1,500 CHILDREN AND THEIR FAMILIES IMPACTED BY TRAUMA. FOR PROVIDING PROGRAMS TO RPEVENT CHILD ABUSE, NEGLECT AND MITIGATING INCIDENCE OF VIOLENCE AND HOMELESSNESS. 2,500
    SMILE TRAIN
    41 MADISON AVENUE 28TH FLOOR
    NEW YORK,NY10010
    NONE PUBLIC CHARITY FOR OPERATING SUPPORT TO PROVIDE FREE CLEFT LIP AND CLEFT PALATE SURGERY FOR THE MOST VULNERABLE CHILDREN IN 87 DEVELOPING COUNTRIES. 5,000
    ST EDMOND'S HOME FOR CHILDREN
    320 SOUTH ROBERTS ROAD
    ROSEMONT,PA19010
    NONE PUBLIC CHARITY FOR GENERAL OPERATIONAL COSTS OF RESIDENTIAL FACILITY FOR CHILDREN INTELLECTUALLY IMPAIRED, DEVELOPMENTALLY DELAYED, PHYSICALLY DISABLED AND THOSE WITH NUMEROUS CHRONIC HEALTH PROBLEMS. 3,000
    SUPPORT CENTER FOR CHILD ADVOCATES
    1900 CHERRY STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC CHARITY FOR SUPPORT OF THE PROFESSIONAL AND FAMILY TRAINING SERIES WITH OUTCOMES IN BEHAVORIAL HEALTH PROJECT TO IMPROVE SPECIALIZED TRAINING OF CAREGIVERS FOR CHILREN VICTIMS OF ABUSE AND NEGLECT, INCLUDING CHILDREN IN FOSTER CARE. THE PROJECT FOCUSES ON IMPROVING AND DEVELOPING RELATIONSHIPS WITH CHILDREN, TEENS AND FAMILY MEMEBERS. 4,000
    TO OUR CHILDREN'S FUTURE WITH HEALTH INC
    1914 N 63RD STREET
    PHILADELPHIA,PA19151
    NONE PUBLIC CHARITY FOR SUPPORT OF THE GET FIT CLUB PROJECT (GFC) WHICH PROVIDES DAILY AND WEEKEND NUTRITION AND PHYSICAL ACTIVITY WORKSHOPS TO YOUTH AND PARENTS LIVING IN LOW INCOME AREAS OF PHILADELPHIA, WITH LARGE POPULATIONS OF OBSITY AND POOR HEALTH 2,500
    WOODS SERVICES FOUNDATION
    PO BOX 36
    LANGHORNE,PA19047
    NONE PUBLIC CHARITY FOR THE EXPANSION OF BEECHWOOD NEUROREHAB PROGRAM, WHICH PROVIDES SERVICES TO ACQUIRED BRAIN INJURY (ABI) PATIENTS. THE SERVICES INCLUDE THERAPIES AND WORK-ORDERED DAY PROGRAM WHICH ASSITS THOSE WITH ABI IN RETURNING TO PRODUCTIVE DAILY ACTIVITY AND GREATER INDEPENDENCE. 3,500
    Total .................................bullet 3a 109,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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....          
    3
    Interest on savings and temporary cash investments ............
        14    
    4 Dividends and interest from securities....     14 89,758  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     14    
    8
    Gain or (loss) from sales of assets other than inventory .............
        14 678 84,805
    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 90,436 84,805
    13Total. Add line 12, columns (b), (d), and (e)..................
    13175,241
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 INVESTMENT INCOME AND CAPITAL GAINS PROVIDE RESOURCES TO FUND GRANTS
    4 PAID OUT TO FURTHER THE EXEMPT PURPOSE OF THE FOUNDATION. FURTHERMORE
    8 THIS INCOME IS EXCLUDED FROM GROSS INCOME UNDER CODE SECTION 103.
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    GEORGE W RENTSCHLER FOUNDATION
    C/O HUGH SUTHERLAND ESQ
    EIN: 23-6627872
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 3,650 1,825   1,825

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    GEORGE W RENTSCHLER FOUNDATION
    C/O HUGH SUTHERLAND ESQ
    EIN: 23-6627872
    Name of Bond End of Year Book Value End of Year Fair Market Value
    / 65000 AMERICAN AXLE 6.625% DUE 10-15-22 66,547 68,900
    40000/ 40000 AMERICAN TOWER CP 5.9% 11/1/21 46,260 44,986
    50000/ 50000 ARCHER DANIELS 5.45% 3/15/18 50,593 57,214
    75000/ 0 AT&T INC 6.50% 9/1/37 0 0
    / 80000 BEST BUY INC 5.50% DUE 3/15/21 79,007 78,800
    80000/ 0 CISCO SYSTEMS 5.50% DUE 1-15-40 0 0
    0/ 75000 CONSTELLATION BRAND 6% DUE 5/1/22 83,450 81,375
    / 60000 DANA HOLDING GRP 6.75% DUE 02/15/21 65,617 64,650
    65000/ 65000 DUPONT EI NEMOUR 5.75% DUE 3/15/19 65,257 76,015
    50000/ 50000 FORD MOTOR COMPANY 7.125% DUE 11-15-25 51,324 59,567
    / 55000 FORD MOTOR COMPANY 7.50% DUE 8/1/26 66,401 66,744
    50000/ 50000 GTE CORP 6.84% DUE 4/15/18 44,265 59,149
    40000/ 40000 LEAR CORP 8.125% 3/15/20 45,249 43,900
    75000/ 75000 MCDONALD'S CORP 6.30% DUE 10-15-37 91,919 94,722
    75000/ 75000 MERCK & CO 5.75% DUE 11-15-36 104,078 87,960
    / 40000 NCR ESCROW CORP 5% DUE 7/15/22 38,304 38,900
    45000/ 45000 ROHM & HAAS CO 6.0% DUE 9/15/17 43,304 51,477
    50000/ 50000 VALERO ENERGY 6.625% DUE 6-15-37 51,142 58,694
    80000/ 80000 WAL-MART STORES 6.20% DUE 4/15/38 89,034 98,884

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    GEORGE W RENTSCHLER FOUNDATION
    C/O HUGH SUTHERLAND ESQ
    EIN: 23-6627872
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1800/ 1800 AT&T INC 54,454 59,976
    1075/ 1075 AGNICO-EAGLE MINES LTD 69,095 33,411
    600/ 600 ALLIANT ENERGY CORP 24,155 31,176
    0/ 1125 AMERICAN AXLE & MFG HLDG 21,486 20,947
    1300/ 0 BRISTOL MYERS SQUIBB CO 0 0
    500/ 0 CATERPILLAR INC 0 0
    3000/ 3000 CENTRAL FD CDA (CEF) 19,455 40,170
    600/ 600 CENTRAL GOLDTRUST 27,633 26,190
    300/ 300 CHEVRON CORPORATION 33,520 33,489
    0/ 500 CHICAGO BRIDGE & IRON 30,328 37,495
    975/ 0 CONSOL ENERGY INC 0 0
    0/ 0 CORNING INC 0 0
    1000/ 375 CVS CAREMARK 13,755 25,395
    0/ 0 DANA HOLDING CORPORATION 0 0
    0/ 425 DELPHI AUTOMOTIVE PLC 17,437 25,878
    0/ 525 DEVON ENERGY CP NEW 31,493 31,090
    0/ 875 DU PONT E I DE NEMOUR & CO 41,693 53,384
    0/ 0 FORD MOTOR COMPANY NEW 0 0
    650/ 0 FLUOR CORPORATION NEW 0 0
    1750/ 1750 GENERAL ELECTRIC 48,291 43,977
    0/ 1100 GENERAL MOTORS CO 41,732 39,688
    500/ 500 HELMERICH & PAYNE INC 31,397 44,020
    1825/ 1825 INTEL CORP 47,718 44,786
    225/ 225 INTL BUSINESS MACHINES CORP 18,684 39,753
    475/ 475 JOHNSON & JOHNSON 33,301 42,023
    700/ 350 LEAR CORPORATION 16,351 25,316
    0/ 550 MACY'S INC 27,028 29,260
    850/ 1025 MERCK & CO INC 39,654 54,294
    0/ 1000 MICROSOFT CORP 31,135 37,840
    2000/ 2000 PFIZER INCORPORATED 42,420 60,800
    550/ 550 PNC FINANCIAL SERVICES 32,941 43,934
    0/ 0 POTASH CORP SASK INC 0 0
    775/ 775 ST JUDE MEDICAL INC 33,136 47,066
    3000/ 0 TECO ENERGY 0 0
    1200/ 1200 VERIZON COMMUNICATIONS 37,074 57,624
    925/ 925 XCEL ENERGY INC 19,207 26,742

    TY 2013 InvestmentsOtherSchedule2
    Name:
    GEORGE W RENTSCHLER FOUNDATION
    C/O HUGH SUTHERLAND ESQ
    EIN: 23-6627872
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    4325/ 0 ISHARES MSCI JPN IDX FD AT COST 0 0
    0/ 2000 SECTOR SPDR FINCL SELECT AT COST 38,059 42,120
    0/ 1675 SPDR S & P REGINAL KBING AT COST 51,578 64,069
    1350/ 0 VANGUARD CORP BOND ETF - SHORT TERM VCSH AT COST 0 0
    0/ 1500 VANGUARD CORP BOND ETF - INTERMEDIATE TERM AT COST 131,046 126,570
    0/ 400 VANGUARD UTILITIES AT COST 32,950 34,228
    1000/ 0 MARKET VECTORES ETF TRUST AT COST 0 0

    TY 2013 LegalFeesSchedule
    Name:
    GEORGE W RENTSCHLER FOUNDATION
    C/O HUGH SUTHERLAND ESQ
    EIN: 23-6627872
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 5,500 0   5,500


    TY 2013 OtherDecreasesSchedule
    Name:
    GEORGE W RENTSCHLER FOUNDATION
    C/O HUGH SUTHERLAND ESQ
    EIN: 23-6627872
    Description Amount
    PAYMENT OF FEDERAL TAXES 1,486


    TY 2013 OtherExpensesSchedule
    Name:
    GEORGE W RENTSCHLER FOUNDATION
    C/O HUGH SUTHERLAND ESQ
    EIN: 23-6627872
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 744 0   744


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    GEORGE W RENTSCHLER FOUNDATION
    C/O HUGH SUTHERLAND ESQ
    EIN: 23-6627872
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 13,439 13,439   0


    TY 2013 TaxesSchedule
    Name:
    GEORGE W RENTSCHLER FOUNDATION
    C/O HUGH SUTHERLAND ESQ
    EIN: 23-6627872
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 387 0   0