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 01-01-2013 , and ending 12-31-2013
Name of foundation
UNION BENEVOLENT ASSOCIATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1528 WALNUT STREET NO 1002   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19102
A Employer identification number

23-1360861
B Telephone number (see instructions)

(215) 763-7670
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$4,661,899J 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) 2,036
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 137,595 137,595  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 286,940
b Gross sales price for all assets on line 6a 657,870
7 Capital gain net income (from Part IV, line 2)... 286,940
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)....... Click to see attachment 3,496 535  
12 Total. Add lines 1 through 11........ 430,067 425,070  
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 24,762 17,210   7,552
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 4,869 3,440   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 650 0   650
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,186 18   3,168
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,467 20,668   11,370
25 Contributions, gifts, grants paid........ 207,350 207,350
26 Total expenses and disbursements. Add lines 24 and 25 240,817 20,668   218,720
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 189,250
b Net investment income (if negative, enter -0-) 404,402
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............... 18,285 23,666 23,666
2 Savings and temporary cash investments.......... 116,144 186,181 186,181
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) 153,271 Click to see attachment0 0
b Investments—corporate stock (attach schedule)........ 2,030,868 Click to see attachment2,149,609 3,842,365
c Investments—corporate bonds (attach schedule)........ 429,453 Click to see attachment578,430 609,687
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) 2,748,021 2,937,886 4,661,899
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....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 2,902,250 2,902,250
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -154,229 35,636
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,748,021 2,937,886
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,748,021 2,937,886
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 2,748,021
2 Enter amount from Part I, line 27a..................... 2 189,250
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 615
4 Add lines 1, 2, and 3.......................... 4 2,937,886
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 2,937,886
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 SALE OF PUBLICLY TRADED SECURITIES     2013-12-31
b SALE OF PUBLICLY TRADED SECURITIES     2013-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 3,982   4,122 -140
b 649,536   366,808 282,728
c 4,352     4,352
d
e
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       -140
b       282,728
c       4,352
d
e
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 2 286,940
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 201,155 4,017,186 0.050074
2011 193,293 3,977,746 0.048594
2010 165,138 3,644,048 0.045317
2009 144,408 3,289,121 0.043905
2008 229,812 4,108,236 0.055939
2 Total of line 1, column (d) ...................... 2 0.243829
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 0.048766
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 4,420,749
5 Multiply line 4 by line 3....................... 5 215,582
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,044
7 Add lines 5 and 6......................... 7 219,626
8 Enter qualifying distributions from Part XII, line 4.............. 8 218,720
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 8,088
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 8,088
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 8,088
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
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 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 31
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 8,119
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 addressbulletHTTP://WWW.UBA1831.ORG
    14
    The books are in care ofbulletWILLIAM J BURKE JR Telephone no.bullet (215) 683-2095
    Located atbulletC/O PHILADELPHIA ART COMMISSIONARCH STREETPA ZIP+4bullet19146
    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
    PHYLLIS MARTINO PRESIDENT
    3.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19103
    WILLIAM J BURKE JR TREASURER
    2.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19103
    NIA NGINA MEEKS SECRETARY ('TIL 12/31/13)
    2.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19103
    DAVID R FAIR BOARD MEMBER
    1.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19103
    WILL GONZALEZ BOARD MEMBER
    1.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19103
    DANIE GREENWELL BOARD MEMBER
    1.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19103
    MICHAEL HINSON BOARD MEMBER
    1.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19103
    SIGRID LUNDBY BOARD MEMBER
    1.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19103
    ARASH MICAILY BOARD MEMBER
    1.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19103
    DL WORMLEY BOARD MEMBER
    1.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19103
    SHAWN MCGILL BOARD MEMBER
    1.00     		0 0 0
    C/O THE ORGANIZATIONS ADDRESS
    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
    221,037
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    8,088
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,088
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    212,949
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    212,949
    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
    212,949
    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 7 212,949
    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....... 2,293
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 3,090
    fTotal of lines 3a through e......... 5,383
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 218,720
    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..... 212,949
    e Remaining amount distributed out of corpus 5,771
    5 Excess distributions carryover applied to 2013. 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 11,154
    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) ...     		2,293
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		8,861
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 3,090
    e Excess from 2013.... 5,771
    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:
    UBA
    1616 WALNUT STREET SUITE 800
    PHILADELPHIA,PA19103
    (215) 763-7670
    bThe form in which applications should be submitted and information and materials they should include:
    SEE STATEMENT
    cAny submission deadlines:
    SEE STATEMENT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE STATEMENT
    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
    ADULTS WITH DEVELOPMENTAL DISABILITIES
    261 OLD YORK ROAD
    JENKINTOWN,PA19046     		  PUBLIC CHARITY GENERAL OPERATION 1,250
    AFRICAN DIASPORA ARTS COLLECTIVE INC
    7101 N BROAD STREET
    PHILADELPHIA,PA19126     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    AFRICAN FAMILY HEALTH ORGANIZATION
    4415 CHESTNUT STREE SUITE 202
    PHILADELPHIA,PA19104     		  PUBLIC CHARITY GENERAL OPERATION 500
    ALLENS LANE ART CENTER
    601 W ALLENS LANE
    PHILADELPHIA,PA19119     		  PUBLIC CHARITY GENERAL OPERATION 3,000
    ARDEN THEATER COMPANY
    40 N 2ND STREET
    PHILAFELPHIA,PA19106     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    ART SANCTUARY
    628 S 16TH STREET
    PHILADELPHIA,PA19146     		  PUBLIC CHARITY GENERAL OPERATION 3,500
    ART SPHERE INC
    915 SPRING GARDEN STREET SUITE 401
    PHILADELPHIA,PA19123     		  PUBLIC CHARITY GENERAL OPERATION 1,650
    ARTS IN SCHOOLS COLLABORATIVE
    4701 PINE ST
    PHILADELPHIA,PA19143     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    ARTWELL
    3723 CHESTNUT STREET
    PHILADELPHIA,PA19104     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    ASIAN ARTS INITIATIVE
    1219 VINE STREET
    PHILADELPHIA,PA19107     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    AWBURY ARBORETUM ASSOCIATION
    THE FRANCIS COPE HOUSE ONE AWBURY
    ROAD
    PHILADELPHIA,PA19138     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    BAPTIST CHILDREN'S SERVICES
    57 E ARMAT STREET
    PHILADELPHIA,PA19144     		  PUBLIC CHARITY GENERAL OPERATION 1,600
    BEAT THE STREETS PHILADELPHIA
    714 MARKET STREET SUITE 410
    PHILADELPHIA,PA19106     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    BFRIN
    6713 MONTGOMERY AVENUE
    UPPER DARBY,PA19082     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    BLIND RELIEF FUND
    103 RUTLEDGE COURT
    NORTH WALES,PA19454     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    BROAD STREET MINISTRY
    315 S BROAD STREET
    PHILADELPHIA,PA19107     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    BUILDABRIDGE INTERNATIONAL
    205 W TULPEHOCKEN STREET
    PHILADELPHIA,PA19144     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    CAMP KESEM UNIVERSITY OF PENNSYLVANIA
    PO BOX 30968
    PHILADELPHIA,PA19104     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    CASA OF PHILADELPHIA COUNTY
    1940 BRANDYWINE STREET
    PHILADELPHIA,PA19130     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    CENTER FOR EMERGING VISUAL ARTISTS THE
    237 S 18TH STREET THE BARCLAY 3RD
    FLOOR
    PHILADELPHIA,PA19103     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    CENTER FOR LITERACY
    399 MARKET STREET SUITE 201
    PHILADELPHIA,PA19106     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    CENTRO NUEVA CREACION
    185 W TIOGA ST
    PHILADELPHIA,PA19140     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    CHILD ABUSE PREVENTION EFFORT
    8001 ROOSEVELT BLVD 404
    PHILADELPHIA,PA19152     		  PUBLIC CHARITY GENERAL OPERATION 3,000
    CLAY STUDIO THE
    139 N SECOND STREET
    PHILADELPHIA,PA19106     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    COMMONWEALTH YOUTHCHOIRS
    35 W CHELTEN AVE
    PHILADELPHIA,PA19144     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    COMMUNITY LEARNING CENTER
    2701 N BROAD STREET
    PHILADELPHIA,PA19132     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    DISABLED IN ACTION OF PENNSYLVANIA
    714 MARKET STREET SUITE 322
    PHILADELPHIA,PA19106     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    DREAM PROGRAM THE
    4253 REGENT SQUARE
    PHILADELPHIA,PA19104     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    EAST PARK REVITALIZATION ALLIANCE
    1737 N 31ST STREET
    PHILADELPHIA,PA19121     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    EDDIE'S HOUSE
    5100 SPRUCE STREET
    PHILADELPHIA,PA19139     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    ENCHANTMENT THEATER COMPANY
    100 SOUTH BROAD STREET
    PHILADELPHIA,PA19110     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    ESF DREAM CAMP FOUNDATION
    750 HAVERFORD ROAD
    BRYN MAWR,PA19010     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    ESPERANZA IMMIGRATION LEGAL SERVICES
    4261 NORTH 5TH STREET
    PHILADELPHIA,PA19140     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    ETHICAL HUMANIST SOCIETY OF PHILADELPHIA
    2208 PINE STREET
    PHILADELPHIA,PA19103     		  PUBLIC CHARITY GENERAL OPERATION 500
    FACE TO FACE
    109 E PRICE ST
    PHILADELPHIA,PA19144     		  PUBLIC CHARITY GENERAL OPERATION 3,500
    FAITH IN GOD FAMILY RESTORATION CORP
    PO BOX 6151
    ELIKINS PARK,PA19027     		  PUBLIC CHARITY GENERAL OPERATION 500
    FIRST UNITED METHODIST CHURCH OF GERMANTOWN
    6001 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    FR JOHN MCNAMEE SCHOLARS PROGRAM
    6332 WOODBINE
    PHILADELPHIA,PA19151     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    FRIENDS NEIGHBORHOOD GUILD FOOD PROGRAM
    701 N 8TH STREET
    PHILADELPHIA,PA19123     		  PUBLIC CHARITY GENERAL OPERATION 900
    FRIENDS OF MCPHERSON SQUARE
    3537 EMERALD STREET
    PHILADELPHIA,PA19134     		  PUBLIC CHARITY GENERAL OPERATION 900
    GERMANTOWN AVENUE CRISIS MINISTRY
    35 W CHELTEN AVE
    PHILADELPHIA,PA19144     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    GIRLS ROCK PHILLY
    1867 FRANKFORD AVE
    PHILADELPHIA,PA19125     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    GOOD SHEPHERD MEDIATION PROGRAM
    5356 CHEW AVENUE
    PHILADELPHIA,PA19138     		  PUBLIC CHARITY GENERAL OPERATION 1,250
    GRANDS AS PARENTS INC
    2227 N BROAD STREET
    PHILADELPHIA,PA19132     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    HISTORIC FAIR HILL INC
    1515 CHERRY STREET
    PHILADELPHIA,PA19102     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    HOPE PARTNERSHIP FOR EDUCATION
    1701 N 8TH STREET
    PHILADELPHIA,PA19122     		  PUBLIC CHARITY GENERAL OPERATION 3,500
    IMPACT SERVICES CORPORATION
    1952 E ALLEGHENY AVENUE
    PHILADELPHIA,PA19139     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    INDOCHINESE-AMERICAN COUNCIL
    4666 N 15TH STREET
    PHILADELPHIA,PA19140     		  PUBLIC CHARITY GENERAL OPERATION 3,500
    INSTITUTE FOR THE DEVELOPMENT OF AFRICAN-AMERICAN YOUTH
    2221 N BROAD STREET SUITE 202
    PHILADELPHIA,PA19103     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    JAZZ BRIDGE PROJECT THE
    3008 LIMEKILN PIKE
    GLENSIDE,PA19038     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    JEWISH FAMILY AND CHILDREN SERVICE OF GREATER PHILADELPHIA
    2100 ARCH STREET 5TH FLOOR
    PHILADELPHIA,PA19103     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    KORESH DANCE COMPANY
    2002 RITTENHOUSE SQUARE
    PHILADELPHIA,PA19103     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    KULU MELE AFRICAN DANCE AND DRUM ENSEMBLE
    6757 GREENE STREET SUITE 320
    PHILADELPHIA,PA19119     		  PUBLIC CHARITY GENERAL OPERATION 3,500
    LANTERN THEATER COMPANY
    PO BOX 53428
    PHILADELPHIA,PA19105     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    LEGACY YOUTH TENNIS AND FOUNDATION INC
    4842 RIDGE AVENUE
    PHILADELPHIA,PA19129     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    LITTLE BROTHERS FRIENDS OF THE ELDERLY
    642 NORTH BROAD STREET - LOBBY
    LEVEL
    PHILADELPHIA,PA19130     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    MANKIND AGAINST POVERTY HOLISTIC CDC
    1533 W STILES STREET
    PHILADELPHIA,PA19121     		  PUBLIC CHARITY GENERAL OPERATION 700
    MEN IN MOTION IN THE COMMUNITY
    PO BOX 60964
    PHILADELPHIA,PA19133     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    MIGHTY WRITERS
    1501 CHRISTIAN STREET
    PHILADELPHIA,PA19146     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    MINDING YOUR MIND
    42 WEST LANCASTER AVENUE 2ND FLOOR
    ARDMORE,PA19003     		  PUBLIC CHARITY GENERAL OPERATION 2,200
    MT AIRY COMMUNITY SERVICES CORP
    6757 GREENE STREET
    PHILADELPHIA,PA19119     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    MUSICOPIA
    2001 MARKET STREET SUITE 3100
    PHILADELPHIA,PA19103     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    MY PLACE GERMANTOWN
    762 NORTH 23RD STREET
    PHILADELPHIA,PA19130     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    NEW DIRECTIONS FOR WOMEN INC
    4807 GERMANTOWN AVE
    PHILADELPHIA,PA19144     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    NEW EYES FOR THE NEEDY INC
    549 MILLBURN AVENUE PO BOX 332
    SHORT HILLS,NJ07078     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    NEW YORK FOUNDATION OF THE ARTS
    2538 ORTHODOX STREET 1
    PHILADELPHIA,PA19137     		  PUBLIC CHARITY GENERAL OPERATION 3,000
    NORRIS SQUARE NEIGHBORHOOD PROJECT INC
    2141 N HOWARD STREET
    PHILADELPHIA,PA19122     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    NORTH LIGHT COMMUNITY CENTER
    175 GREEN LANE
    PHILADELPHIA,PA19127     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    NORTHWEST INTERFAITH HOSPITALITY NETWORK
    7047 GERMANTOWN AVENUE
    PHILADELPHIA,PA19119     		  PUBLIC CHARITY GENERAL OPERATION 3,000
    ONE HOUSE AT A TIME
    411 SUQUEHANNA ROAD
    AMBLER,PA19002     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    PENN HOME
    1401 EAST SUSQUEHANNA AVENUE
    PHILADELPHIA,PA19125     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    PHILADELPHIA AREA JOBS WITH JUSTICE
    1315 SPRUCE STREET
    PHILADELPHIA,PA19107     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    PHILADELPHIA DANCE COMPANY
    9 N PRESTON STREET
    PHILADELPHIA,PA19104     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    PHILADELPHIA FOLKLORE PROJECT
    735 S 50TH STREET
    PHILADELPHIA,PA19143     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    PHILADELPHIA PARKS ALLIANCE
    PO BOX 12677
    PHILADELPHIA,PA19129     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    PHILADELPHIA SHAKESPEARE THEATER
    2111 SANSOM STREET
    PHILADELPHIA,PA19103     		  PUBLIC CHARITY GENERAL OPERATION 1,250
    PHILADELPHIA STUDENT UNION
    4205 CHESTNUT STREET 2ND FLOOR
    PHILADELPHIA,PA19104     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    PHILADELPHIA VIP
    1500 WALNUT STREET SUITE 400
    PHILADELPHIA,PA19102     		  PUBLIC CHARITY GENERAL OPERATION 3,000
    POWER
    1429 N 11TH STREET
    PHILADELPHIA,PA19122     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    PRINT CENTER
    1614 LATIMER STREET
    PHILADELPHIA,PA19103     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    PROGRAMS EMPLOYING PEOPLE
    1200 S BROAD STREET
    PHILADELPHIA,PA19146     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    READY WILLING AND ABLE
    1211 BAINBRIDGE STREET
    PHILADELPHIA,PA19147     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    REESE STREET COMMUNITY DBA AYUDA COMMUNITY CENTER
    4400 N MARSHALL STREET
    PHILADELPHIA,PA19140     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    RESOURCES FOR HUMAN DEVELOPMENT
    4700 WISSAHICKON AVENUE SUITE 126
    PHILADELPHIA,PA19144     		  PUBLIC CHARITY GENERAL OPERATION 7,650
    RHAWNHURST TURNING POINT
    7812 CASTOR AVE FIRST FLOOR
    PHILADELPHIA,PA19152     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    ROCK TO THE FUTURE
    219 MERCER STREET
    PHILADELPHIA,PA19125     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    SHARE FOOD PROGRAM
    2901 HUNTING PARK AVENUE
    PHILADELPHIA,PA19129     		  PUBLIC CHARITY GENERAL OPERATION 500
    SIMPLE WAY THE
    1838 E ALLEGHENY AVENUE
    PHILADELPHIA,PA19134     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    SMITH MEMORIAL PLAYGROUND AND PLAYHOUSE
    EAST FAIRMOUNT PARK
    PHILADELPHIA,PA19121     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    SPARK PROGRAM INC
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  PUBLIC CHARITY GENERAL OPERATION 1,500
    SPIRAL Q PUPPET THEATER
    4100 HAVERFORD AVENUE
    PHILADELPHIA,PA19104     		  PUBLIC CHARITY GENERAL OPERATION 1,250
    ST CATHERINE LABOURE MEDICAL CLINIC
    5838 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    ST MARTIN DE PORRES SCHOOL
    2300 W LEHIGH AVENUE
    PHILADELPHIA,PA19132     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    ST RAYMOND INDEPENDENCE MISSION SCHOOL
    7940 WILLIAMS AVENUE
    PHILADELPHIA,PA19150     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    STARFINDER FOUNDATION
    4015 MAIN STREET
    PHILADELPHIA,PA19127     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    SUPPORTIVE OLDER WOMEN'S NETWORK
    4100 MAIN STREET SUITE 200
    PHILADELPHIA,PA19127     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    TALLER PUERTORIQUENO
    2721 N 5TH STREET
    PHILADELPHIA,PA19133     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    TREVOR'S CAMPAIGN INC
    761 WEST SPROUL ROAD SUITE 123
    SPRINGFIELD,PA19064     		  PUBLIC CHARITY GENERAL OPERATION 3,000
    TRINITY MEMORIAL CHURCH
    2212 SPRUCE STREET
    PHILADELPHIA,PA19103     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    UNITED CHARITABLE PROGRAMS
    1315 WALNUT STREET 3RD FLOOR
    PHILADELPHIA,PA19107     		  PUBLIC CHARITY GENERAL OPERATION 500
    UNITY CENTER
    2316 EMERALD STREET
    PHILADELPHIA,PA19125     		  PUBLIC CHARITY GENERAL OPERATION 3,000
    UNIVERSITY CITY ARTS LEAGUE
    4226 SPRUCE STREET
    PHILADELPHIA,PA19104     		  PUBLIC CHARITY GENERAL OPERATION 1,750
    UNIVERSITY CITY GREEN INC
    4613 WOODLAND AVENUE
    PHILADELPHIA,PA19143     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    UNIVERSITY OF PENNSYLVANIA
    3624 MARKET STREET SUITE 5W
    PHILADELPHIA,PA19104     		  PUBLIC CHARITY GENERAL OPERATION 2,000
    UPTOWN ENTERTAINMENT AND DEVELOPMENT CORPORATION
    2227 N BROAD STREET
    PHILADELPHIA,PA19132     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    URBAN AFFAIRS COALITION
    1207 CHESTNUT STREET
    PHILADELPHIA,PA19107     		  PUBLIC CHARITY GENERAL OPERATION 8,000
    URBAN BLAZERS FOUNDATION
    3217 W CLEARFIELD
    PHILADELPHIA,PA19132     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    WEST PARK CULTURAL CENTER
    5114 PARKSIDE AVENUE
    PHILADELPHIA,PA19131     		  PUBLIC CHARITY GENERAL OPERATION 3,250
    WEST PHILADELPHIA ALLIANCE FOR CHILDREN
    3603 HAMILTON STREET
    PHILADELPHIA,PA19104     		  PUBLIC CHARITY GENERAL OPERATION 3,000
    WHY NOT PROSPER INC
    PO BOX 949
    NORRISTOWN,PA19404     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    WOMEN OF FAITH AND HOPE
    PO BOX 14228
    PHILADELPHIA,PA19138     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    WOMEN'S SEKERE ENSEMBLE
    45 E CITY AVENUE 343
    BALA CYNWYD,PA19004     		  PUBLIC CHARITY GENERAL OPERATION 750
    WOMEN'S SOLO PROJECT
    7304 N BOUVIER STREET
    PHILADELPHIA,PA19126     		  PUBLIC CHARITY GENERAL OPERATION 500
    WYCK ASSOCIATION
    6026 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PUBLIC CHARITY GENERAL OPERATION 1,000
    YOUTH ART & SELF-EMPOWERMENT PROJECT
    2231 N BROAD ST SUITE 200
    PHILADELPHIA,PA19132     		  PUBLIC CHARITY GENERAL OPERATION 2,500
    Total .................................bullet 3a 207,350
    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 ............     		         
    4 Dividends and interest from securities....     14 137,595  
    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.....     01 3,496  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 286,940  
    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).. 0 428,031 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13428,031
    (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.)
    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 InvestmentsCorpBondsSchedule
    Name:
    UNION BENEVOLENT ASSOCIATION
    EIN: 23-1360861
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 578,430 609,687

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    UNION BENEVOLENT ASSOCIATION
    EIN: 23-1360861
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 2,149,609 3,842,365

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    UNION BENEVOLENT ASSOCIATION
    EIN: 23-1360861
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 OtherExpensesSchedule
    Name:
    UNION BENEVOLENT ASSOCIATION
    EIN: 23-1360861
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE AND DELIVERY 129 0   129
    DUES 1,475 0   1,475
    WEBSITE 555 0   555
    OTHER DEDUCTION-MSS 18 18   0
    COMPUTER SOFTWARE 159 0   159
    MISCELLANEOUS 100 0   100
    INSURANCE 750 0   750


    TY 2013 OtherIncomeSchedule2
    Name:
    UNION BENEVOLENT ASSOCIATION
    EIN: 23-1360861
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    THE REINVESTMENT FUND-FINAL 535 535 535
    IRS TAX REFUND 2,961 0 0


    TY 2013 OtherIncreasesSchedule
    Name:
    UNION BENEVOLENT ASSOCIATION
    EIN: 23-1360861
    Description Amount
    PRIOR YEAR ADJUSTMENT-RECLASS DIVIDEND AS RETURN OF CAPITAL 615


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    UNION BENEVOLENT ASSOCIATION
    EIN: 23-1360861
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEE 17,210 17,210   0
    CONSULTANT 7,552 0   7,552


    TY 2013 TaxesSchedule
    Name:
    UNION BENEVOLENT ASSOCIATION
    EIN: 23-1360861
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAID FOREIGN TAX 3,440 3,440   0
    EXCISE TAX 1,429 0   0