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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
HENRIETTA TOWER WURTS MEMORIAL FOUNDATION
 

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

23-6297977
B Telephone number (see instructions)

(215) 563-6417
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$5,241,267J 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
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 162,468 162,468  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 112,167
b Gross sales price for all assets on line 6a 1,320,865
7 Capital gain net income (from Part IV, line 2)... 112,167
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........ 274,635 274,635  
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 52,078 6,632   42,884
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,002 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,080 6,632   42,884
25 Contributions, gifts, grants paid........ 294,000 294,000
26 Total expenses and disbursements. Add lines 24 and 25 357,080 6,632   336,884
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -82,445
b Net investment income (if negative, enter -0-) 268,003
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 12,283 7,013 7,013
2 Savings and temporary cash investments..........      
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)........ 4,287,991 Click to see attachment4,221,342 5,234,254
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,300,274 4,228,355 5,241,267
Liabilities 17 Accounts payable and accrued expenses.......... 1,535 12,061
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 1,535 12,061
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 4,308,893 4,308,893
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -10,154 -92,599
30 Total net assets or fund balances (see instructions)...... 4,298,739 4,216,294
31 Total liabilities and net assets/fund balances (see instructions).. 4,300,274 4,228,355
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,298,739
2 Enter amount from Part I, line 27a..................... 2 -82,445
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 4,216,294
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,216,294
Form 990-PF (2014)
Form 990-PF (2014)
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 PIMCO TOTAL RETURN FUND P 2003-10-21 2014-03-10
b VANGUARD 500 INDEX FUND P 2003-10-21 2014-04-08
c VANGUARD 500 INDEX FUND P 2003-10-21 2014-04-17
d ARTISAN SMALL CAP P 2010-11-30 2014-06-30
e ARTISAN INTL VALUE FUND INST P 2013-10-11 2014-06-30
VANGUARD 500 INDEX FUND P 2003-10-21 2014-06-30
VANGUARD 500 INDEX FUND P 2003-10-21 2014-10-14
ARTISAN SMALL CAP P 2013-10-11 2014-11-19
DIMENSIONAL P 2010-12-01 2014-11-19
VANGUARD 500 INDEX FUND P 2003-10-21 2014-11-19
COLCHESTER P 2010-12-01 2014-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 979,545   975,646 3,899
b 12,061   7,271 4,790
c 105,500   63,173 42,327
d 30,000   29,019 981
e 61,061   40,669 20,392
6,465   3,817 2,648
15,211   9,292 5,919
25,000   24,319 681
25,000   20,984 4,016
59,500   33,240 26,260
1,522   1,268 254
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       3,899
b       4,790
c       42,327
d       981
e       20,392
      2,648
      5,919
      681
      4,016
      26,260
      254
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 2 112,167
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 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))
2013 351,307 5,090,858 0.069007
2012 335,729 4,787,434 0.070127
2011 352,808 4,859,604 0.072600
2010 276,407 4,761,969 0.058045
2009 325,278 4,189,685 0.077638
2 Total of line 1, column (d) ...................... 2 0.347417
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 0.069483
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,281,299
5 Multiply line 4 by line 3....................... 5 366,960
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,680
7 Add lines 5 and 6......................... 7 369,640
8 Enter qualifying distributions from Part XII, line 4.............. 8 336,884
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 (2014)
Form 990-PF (2014)
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 5,360
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 5,360
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 5,360
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 8,800
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 8,800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,437
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,437 RefundedBullet 11 0
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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletTHE PHILADELPHIA FOUNDATION Telephone no.bullet (215) 563-6417
    Located atbullet1234 MARKET STREET SUITE 1800PHILADELPHIAPA ZIP+4bullet19107
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    ELLEN NALLE HASS PRESIDENT
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    SARAH LAUGHLIN BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    ALISON ANDERSON BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    DENISE BROWN BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    JOYCE C MANTELL BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    PATRICIA BLAKELY BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    FRED NEIBAUER BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    TONY LADUCA PHD BOARD MEMBER
    1.00     		0 0 0
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA191073794
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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
    THE PHILADELPHIA FOUNDATION PRIVATE FOUNDATION ADMIN 48,244
    1234 MARKET STREET SUITE 1800
    PHILADELPHIA,PA19107
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    5,338,173
    b
    Average of monthly cash balances.......................
    1b
    23,552
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,361,725
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,361,725
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    80,426
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,281,299
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    264,065
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    264,065
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    5,360
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,360
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    258,705
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    258,705
    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
    258,705
    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
    336,884
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    336,884
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    336,884
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 258,705
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 118,628
    b From 2010....... 41,742
    c From 2011....... 112,992
    d From 2012....... 101,399
    e From 2013....... 105,560
    fTotal of lines 3a through e......... 480,321
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 336,884
    a Applied to 2013, 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 2014 distributable amount..... 258,705
    e Remaining amount distributed out of corpus 78,179
    5 Excess distributions carryover applied to 2014. 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 5 558,500
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		118,628
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		439,872
    10 Analysis of line 9:
    a Excess from 2010.... 41,742
    b Excess from 2011.... 112,992
    c Excess from 2012.... 101,399
    d Excess from 2013.... 105,560
    e Excess from 2014.... 78,179
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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:
    SHERESSA GORDON PROGRAM ASSOCIATE
    1234 MARKET STREET
    PHILADELPHIA,PA19107
    (215) 563-6417
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORMS SUPPLIED UPON REQUEST
    cAny submission deadlines:
    FEBRUARY 1, MAY 1, SEPTEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO ORGANIZATIONS FOR PUBLIC SERVICE DESCRIBED UNDER SECTION 509(A)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    JUBILEE SCHOOL
    4211 CHESTER AVENUE
    PHILADELPHIA,PA19104     		  PC GENERAL SUPPORT 3,000
    PHILADELPHIA ETHICAL SOCIETY
    1906 SOUTH RITTENHOUSE SQUARE
    PHILADELPHIA,PA19103     		  PC CAMP LINDEN SUMMER DAY CAMP 1,000
    JOHN BARTRAM ASSOCIATION
    54TH STREET AND LINDBERGH BOULEVARD
    PHILADELPHIA,PA19143     		  PC EDUCATIONAL PROGRAMS 3,000
    SINGING CITY
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  PC SINGING CITY CHILDREN'S CHOIR 2,000
    ALLEN'S LANE ART CENTER
    601 WEST ALLENS LANE
    PHILADELPHIA,PA19119     		  PC SUMMER ART CAMPP SCHOLARSHIPS FOR HOMELESS CHILDREN 3,000
    NONPROFIT TECHNOLOGY RESOURCES
    1524 BRANDYWINE STREET
    PHILADELPHIA,PA19130     		  PC FREE LEARNING THROUGH TECHNOLOGY FOR ABOUT 20 ESOL YOUTH 2,500
    WEST PARK CULTURAL CENTER
    5114 PARKSIDE AVENUE
    PHILADELPHIA,PA19131     		  PC CAMP GINKGO/GINKGO ACADEMY 2,000
    NORRIS SQUARE NEIGHBORHOOD PROJECT
    2141 NORTH HOWARD STREET
    PHILADELPHIA,PA19122     		  PC GENERAL SUPPORT 3,000
    INN DWELLING
    109 EAST PRICE STREET
    PHILADELPHIA,PA19144     		  PC COMPREHENSIVE YOUTH INITIATIVE 3,000
    PHILADELPHIA DANCE PROJECTS
    1427 SPRUCE STREET
    PHILADELPHIA,PA19102     		  PC PDP DANCE ARTIST RESIDENCY AT GIRLS HIGH SCHOOL 2,000
    ASIAN AMERICANS UNITED
    1023 CALLOW HILL ST
    PHILADELPHIA,PA19123     		  PC ASIAN AMERICANS UNITED SUMMER PROGRAM 3,000
    MERCY NEIGHBORHOOD MINISTRIES OF PHILADELPHIA
    1939 WEST VENANGO STREET
    PHILADELPHIA,PA191403938     		  PC GENERAL SUPPORT 2,500
    CENTER FOR ADVOCACY FOR THE RIGHTS AND INTERESTS OF THE ELDERLY
    TWO PENN CENTER
    PHILADELPHIA,PA19102     		  PC CARIE LINE 3,000
    DRAGONFLY FOREST INC
    1100 EAST HECTOR STREET
    CONSHOHOCKEN,PA19428     		  PC GENERAL SUPPORT 2,500
    FRIENDS OF THE FREE LIBRARY OF PHILADELPHIA INC
    1901 VINE STREET
    PHILADELPHIA,PA19103     		  PC READERS ARE LEADERS 2,500
    CRADLES TO CRAYONS
    PO BOX 799
    CONSHOHOCKEN,PA194280799     		  PC EVERYDAY ESSENTIALS PROGRAM 3,000
    WOMEN'S COMMUNITY REVITALIZATION PROJECT (WCRP)
    100 WEST OXFORD STREET
    PHILADELPHIA,PA19122     		  PC TENANT SERVICES PROGRAM 2,000
    RIVERBEND ENVIRONMENTAL EDUCATION CENTER
    1950 SPRING MILL ROAD
    GLADWYNE,PA19035     		  PC OUTREACH TO CHILDREN/ACCESS TO NATURE: HEAD START 3,000
    CHESTNUT HILL MEALS ON WHEELS
    1710 BETHLEHEM PIKE
    FLOURTOWN,PA19031     		  PC GENERAL SUPPORT FOR PHILADELPHIA RESIDENTS ONLY 3,000
    CASA OF PHILADELPHIA COUNTY
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  PC GENERAL SUPPORT 3,000
    WOMEN OF FAITH AND HOPE INC
    6001 GERMANTOWN AVENUE
    PHILADELPHIA,PA19138     		  PC MONTHLY SUPPORT GROUP MEETINGS 2,000
    AWBURY ARBORETUM ASSOCIATION INC
    THE FRANCIS COPE HOUSE
    PHILADELPHIA,PA191381505     		  PC OUTDOOR ADVENTURES AT AWBURY ARBORETUM 2,000
    STARFINDER FOUNDATION
    4015 MAIN STREET
    PHILADELPHIA,PA191272111     		  PC SUMMER CAMPS 2,000
    PHILADELPHIA WOODEN BOAT FACTORY
    4520 WORTH STREET
    PHILADELPHIA,PA19124     		  PC MARINE EDUCATION INITIATIVE 3,000
    RESOURCES FOR HUMAN DEVELOPMENT
    4700 WISSAHICKON AVE
    PHILADELPHIA,PA19144     		  PC FBO WOMEN'S MEDICAL FUND FOR A SECOND CHANCE AT CHILDHOOD 3,500
    RESOURCES FOR HUMAN DEVELOPMENT
    4700 WISSAHICKON AVE
    PHILADELPHIA,PA19144     		  PC FBO CAMP SOJOURNER, GIRLS LEADERSHIP FOR GENERAL SUPPORT 2,500
    PHILADELPHIA OUTWARD BOUND SCHOOL (POBS)
    3250 W SEDGELY DR
    PHILADELPHIA,PA191301001     		  PC HEROIC JOURNEYS 2,000
    SUPPORTIVE OLDER WOMEN'S NETWORK INC
    4100 MAIN STREET
    PHILADELPHIA,PA19127     		  PC GRANDFAMILY RESOURCE CENTER'S PHILLYFAMILIES EAT SMART 3,000
    UNIVERSITY CITY ARTS LEAGUE INC
    4226 SPRUCE STREET
    PHILADELPHIA,PA191044040     		  PC 2014 SUMMER ARTS CAMP 3,000
    LEGAL CLINIC FOR THE DISABLED INC
    1513 RACE STREET
    PHILADELPHIA,PA19102     		  PC PHILAKIDS 3,000
    ENCHANTMENT THEATRE COMPANY
    100 SOUTH BROAD STREET
    PHILADELPHIA,PA19110     		  PC THE MAGIC OF MASKS ARTS IN EDUCATION PROGRAM 3,000
    HISTORIC FAIR HILL FORMERLY FAIR HILL BURIAL GROUND CORPORATION
    C/O PYM
    PHILADELPHIA,PA19144     		  PC HISTORIC FAIR HILL EDUCATION PROGRAM 3,000
    JOY OF SOX
    580 LINDSEY DRIVE
    WAYNE,PA19087     		  PC 1.2 MILLION HEALTHY & HAPPY TOES INITIATIVE 2,000
    SOUTHEAST ASIAN MUTUAL ASSISTANCE ASSOCIATIONS COALITION
    1711 SOUTH BROAD STREET
    PHILADELPHIA,PA19148     		  PC ROOTS OF HAPPINESS: ELDER HEALTH & WELLNESS PROGRAM 3,000
    GREENSGROW PHILADELPHIA PROJECT INC
    2501 EAST FIRTH STREET
    PHILADELPHIA,PA19125     		  PC MOBILE METRICS 2,500
    MODER PATSHALA
    4416 MARKET STREET
    PHILADELPHIA,PA19104     		  PC COMPUTER LAB 2,000
    AIDS LAW PROJECT OF PENNSYLVANIA
    1211 CHESTNUT STREET
    PHILADELPHIA,PA19107     		  PC YOUR LIFE, YOUR DECISIONS 3,000
    PAINTED BRIDE ART CENTER
    230 VINE STREET
    PHILADELPHIA,PA191061213     		  PC ROCK THE PEN! 3,000
    SENIORLAW CENTER
    LAND TITLE BUILDING
    PHILADELPHIA,PA19110     		  PC HISPANIC ELDERLY NEIGHBORHOOD LEGAL CLINICS PROJECT 2,000
    PHILADELPHIA VIP
    1500 WALNUT STREET
    PHILADELPHIA,PA19102     		  PC FAMILY LAW INITIATIVE 3,000
    WILLIAM PENN CHARTER SCHOOL
    3000 WEST SCHOOL HOUSE LANE
    PHILADELPHIA,PA19144     		  PC GENERAL SUPPORT 3,000
    PEGASUS THERAPEUTIC RIDING ACADEMY INC
    8297 BUSTLETON AVENUE
    PHILADELPHIA,PA19152     		  PC PEGASUS SCHOLARSHIP PROGRAM 3,000
    PHILADELPHIA DANCE COMPANY
    9 NORTH PRESTON STREET - PHILADANCO
    WAY
    PHILADELPHIA,PA191042210     		  PC INSTRUCTION AND TRAINING PROGRAMS 4,000
    MIGHTY WRITERS
    1501 CHRISTIAN STREET
    PHILADELPHIA,PA19146     		  PC MIGHTY ACADEMY 4,000
    HIAS AND COUNCIL MIGRATION SERVICES OF PHILADELPHIA
    2100 ARCH STREET
    PHILADELPHIA,PA19103     		  PC IMMIGRANT YOUTH ADVOCACY PROGRAM 3,500
    BOOK TRUST
    789 SHERMAN STREET
    DENVER,CO80203     		  PC EMPOWERING STUDENTS THROUGH LITERACY AT ANDREW JACKSON ELEMENTARY SCHOOL 2,000
    WOODMERE ART MUSEUM
    9201 GERMANTOWN AVENUE
    PHILADELPHIA,PA19118     		  PC PHILARTDELPHIA EDUCATION PROGRAMS FOR YOUNG PEOPLE 3,500
    FIRST BOOK- PHILADELPHIA
    PO BOX 166
    GLADWYNE,PA19035     		  PC GENERAL SUPPORT 3,500
    PHILADELPHIA YOUTH ORCHESTRA
    PO BOX 41810
    PHILADELPHIA,PA19101     		  PC GENERAL SUPPORT 3,000
    ONE HOUSE AT A TIME
    411 SUSQUEHANNA ROAD
    AMBLER,PA19002     		  PC GENERAL SUPPORT 4,000
    NEIGHBORHOOD BIKE WORKS
    3916 LOCUST WALK
    PHILADELPHIA,PA191046152     		  PC YOUTH BIKE EDUCATION & EMPOWERMENT PROGRAM 3,000
    THE ATTIC YOUTH CENTER
    255 SOUTH 16TH STREET
    PHILADELPHIA,PA19102     		  PC GENERAL SUPPORT 5,000
    COMMUNITY OUTREACH PARTNERSHIPS
    2212 SPRUCE STREET
    PHILADELPHIA,PA19103     		  PC COMMUNICARE 4,000
    THE CENTER FOR GRIEVING CHILDREN
    3300 HENRY AVENUE
    PHILADELPHIA,PA19129     		  PC GENERAL SUPPORT 4,000
    CENTER IN THE PARK
    5818 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PC GENERAL SUPPORT 4,000
    PHILADELPHIA YOUNG PLAYWRIGHTS
    1709 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19103     		  PC CLASSIC PLAYWRIGHT PROGRAM 4,000
    ENTERPRISE CENTER CDC
    4548 MARKET STREET
    PHILADELPHIA,PA191393621     		  PC TEC - LAB EXECUTIVE INCUBATOR 3,000
    ESPERANZA IMMIGRATION LEGAL SERVICES
    4261 NORTH 5TH STREET
    PHILADELPHIA,PA19140     		  PC OPENING DOORS FOR DREAMERS 3,500
    LULAC NATIONAL EDUCATIONAL SERVICE CENTER OF PHILADELPHIA
    2463 EMERALD STREET
    PHILADELPHIA,PA19125     		  PC PEACE FOR ALL STUDENTS (PAS) ANTI- BULLYING PROGRAM 3,000
    ST JAMES SCHOOL
    3217 WEST CLEARFIELD STREET
    PHILADELPHIA,PA19132     		  PC GENERAL SUPPORT 3,000
    WAGNER FREE INSTITUTE OF SCIENCE
    1700 WEST MONTGOMERY AVENUE
    PHILADELPHIA,PA191213298     		  PC FREE SCIENCE EDUCATION PROGRAMS 3,000
    PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS
    321 SOUTH 4TH STREET
    PHILADELPHIA,PA191064218     		  PC DISCOVERY GARDEN 3,000
    COMMITTEE FOR DIGNITY AND FAIRNESS FOR THE HOMELESS HOUSING DEVELOPMENT INC
    5227-R GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PC THE AFTER SCHOOL PROGRAM AND DIGNITY ROCS 4,000
    HOMELESS ADVOCACY PROJECT
    1429 WALNUT STREET
    PHILADELPHIA,PA19102     		  PC CHILDREN AND FAMILIES PROJECT (CFP) 4,000
    GOLDEN SLIPPER CENTER FOR SENIORS (GSCS)
    PAVILION APARTMENTS LOWER LEVEL
    PHILADELPHIA,PA19131     		  PC CONGREGATE MEALS FOR LOW INCOME SENIORS 4,000
    LITTLE BROTHERS-FRIENDS OF THE ELDERLY
    642 NORTH BROAD STREET
    PHILADELPHIA,PA19130     		  PC GENERAL SUPPORT 5,000
    PENN HOME
    1401 E SUSQUEHANNA AVE
    PHILADELPHIA,PA19125     		  PC GENERAL SUPPORT 4,000
    THE CLAY STUDIO
    139 NORTH SECOND STREET
    PHILADELPHIA,PA19106     		  PC CLAYMOBILE 3,000
    CHOICE CONCERN FOR HEALTH OPTIONS - INFORMATION CARE AND EDUCATION
    33 SOUTH 3RD STREET
    PHILADELPHIA,PA19106     		  PC COMMUNITY AMBASSADOR PROGRAM - EXPANSION FOR YOUTH COMMUNITY AMBASSADOR PROGRAM 4,000
    NEW YORK FOUNDATION FOR THE ARTS
    155 AVENUE OF THE AMERICAS
    NEW YORK,NY10113     		  PC FBO SISTER CITIES GIRLCHOIR FOR GENERAL SUPPORT 1,500
    PHILADELPHIA ORCHARD PROJECT
    4934 LARCHWOOD AVE
    PHILADELPHIA,PA19143     		  PC GENERAL OPERATING SUPPORT 3,000
    MT AIRY COMMUNITY SERVICES CORP
    6601 GREENE ST
    PHILADELPHIA,PA19119     		  PC FBO CHESTNUT HILL CENTER FOR ENRICHMENT FOR GENERAL SUPPORT 2,000
    ARTWELL (FORMERLY ARTS AND SPIRITUALITY CENTER)
    100 WEST OXFORD STREET
    PHILADELPHIA,PA19122     		  PC WE THE POETS 3,500
    BREAKTHROUGH OF GREATER PHILADELPHIA INC
    34 WEST COULTER STREET
    PHILADELPHIA,PA19144     		  PC YOUNG ACHIEVERS PROGRAM 4,000
    CAMBODIAN ASSOCIATION OF GREATER PHILADELPHIA
    5412 NORTH 5TH STREET
    PHILADELPHIA,PA19120     		  PC CAGP OST PROGRAMS 5,000
    TEEN UPRISE
    6301 RIDGE AVENUE
    PHILADELPHIA,PA19128     		  PC GENERAL SUPPORT 2,000
    LIVECONNECTIONS
    3025 WALNUT STREET
    PHILADELPHIA,PA19104     		  PC LIVECONNECTIONS BRIDGE SESSIONS: MUSIC EDUCATION FOR UNDERSERVED PHILADELPHIA SCHOOLS 3,000
    SUMMER SEARCH - PHILADELPHIA
    1528 WALNUT STREET
    BENSALEM,PA19102     		  PC GENERAL SUPPORT 5,000
    GOOD SHEPHERD CORP DBA GOOD SHEPHERD MEDIATION PROGRAM
    5356 CHEW AVENUE
    PHILADELPHIA,PA19138     		  PC ELDER DISPUTE RESOLUTION SERVICES (ELDRS) 3,000
    MT AIRY COMMUNITY SERVICES CORP
    6601 GREENE ST
    PHILADELPHIA,PA19119     		  PC FBO WEAVER'S WAY COMMUNITY PROGRAMS FOR GENERAL OPERATING SUPPORT 4,000
    FACE TO FACE INC
    109 EAST PRICE STREET
    PHILADELPHIA,PA19144     		  PC AFTER SCHOOL PROGRAM 4,000
    REBUILDING TOGETHER PHILADELPHIA
    4355 ORCHARD STREET SUITE 2R
    PHILADELPHIA,PA19124     		  PC MANTUA BLOCK BUILD 4,000
    SPIRAL Q PUPPET THEATER INC
    4100 HAVERFORD AVENUE
    PHILADELPHIA,PA19104     		  PC SPARQ SCHOOLS 5,000
    LANTERN THEATER COMPANY
    PO BOX 53428
    PHILADELPHIA,PA191053428     		  PC ILLUMINATION 2,500
    ART-REACH INC
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  PC ACCESS ADMISSION 3,000
    THE PHILIP JAISOHN MEMORIAL FOUNDATION INC
    6705 OLD YORK ROAD
    PHILADELPHIA,PA191262841     		  PC JAISOHN CENTER KOREAN MENTAL HEALTH PROGRAM 1,500
    TALLER PUERTORRIQUEO
    2721 NORTH 5TH STREET
    PHILADELPHIA,PA19133     		  PC ARTS AND CULTURAL EDUCATION PROGRAMS FOR AT-RISK CHILDREN AND YOUTH 4,000
    PHILADELPHIA PHOTO ARTS CENTER (PPAC)
    1400 N AMERICAN ST
    PHILADELPHIA,PA19122     		  PC TEEN PHOTO 3,000
    PUBLIC CITIZENS FOR CHILDREN AND YOUTH
    1709 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19103     		  PC PROMOTING FAMILY INDEPENDENCE BY CONNECTING KIDS WITH QUALITY HEALTH CARE 5,000
    NORTH LIGHT COMMUNITY CENTER
    175 GREEN LANE
    PHILADELPHIA,PA19127     		  PC GENERAL SUPPORT 4,000
    GIRLS ROCK PHILLY
    1867 FRANKFORD AVENUE
    PHILADELPHIA,PA19125     		  PC GENERAL SUPPORT 3,500
    BROAD STREET MINISTRY
    315 SOUTH BROAD STREET
    PHILADELPHIA,PA19107     		  PC FOOD DISTRIBUTION 5,000
    DREXEL UNIVERSITY SCHOOL OF PUBLIC HEALTH CENTER FOR HUNGER-FREE COMMUNIT
    DREXEL UNIVERSITY SCHOOL OF PUBLIC
    HEALTH
    PHILADELPHIA,PA19104     		  PC FOOD DISTRIBUTION 5,000
    Total .................................bullet 3a 294,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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....     14 162,468  
    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.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 112,167  
    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).. 0 274,635 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13274,635
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL FOUNDATION
    EIN: 23-6297977
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HARBOR HIGH YIELD BOND 213,756 202,924
    PIMCO TOTAL RETURN 0 0
    VANGUARD 500 INDEX FUND 798,257 1,425,305
    VANGUARD EMERGING MKTS-ADMIRAL 245,968 305,566
    VANGUARD DEVELOPED 482,661 527,660
    VANGUARD INFLATION 272,418 267,167
    ARTISAN FUND 762,471 921,681
    DIMENSIONAL 231,937 318,219
    COLCHESTER 210,549 245,815
    VANGUARD TOTAL BOND MKT INDEX 1,003,325 1,019,917

    TY 2014 OtherProfessionalFeesSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL FOUNDATION
    EIN: 23-6297977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 48,244 5,360   42,884
    TRUSTEE FEES 1,012 0   0
    PROFESSIONAL FEES 1,550 0   0
    INVESTMENT MANAGEMENT FEES 1,272 1,272   0


    TY 2014 TaxesSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL FOUNDATION
    EIN: 23-6297977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES, LICENSES AND FEES 11,002 0   0