Form990-PF
Click to see attachment

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2017 , and ending 06-30-2018
Name of foundation
STONELEIGH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)123 S BROAD STREET NO 1630
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19109
A Employer identification number

37-1526458
B Telephone number (see instructions)

(215) 735-7080
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$90,903,047J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 545,852 545,852 545,852
4 Dividends and interest from securities... 1,526,147 1,526,147 1,526,147
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,709,706
b Gross sales price for all assets on line 6a 54,325,789
7 Capital gain net income (from Part IV, line 2)... 9,709,706
8 Net short-term capital gain......... 1,367,024
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........ 11,781,705 11,781,705 3,439,023
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 223,477 0 0 223,477
14 Other employee salaries and wages...... 478,975 0 0 557,305
15 Pension plans, employee benefits....... 102,223 0 0 99,738
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 20,867 0 0 20,867
c Other professional fees (attach schedule).... Click to see attachment 509,913 432,967 0 76,946
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 208,635 0 0 53,035
19 Depreciation (attach schedule) and depletion... 12,826 0 0
20 Occupancy.............. 77,156 0 0 77,156
21 Travel, conferences, and meetings....... 17,996 0 0 17,996
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 103,534 0 0 96,212
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,755,602 432,967 0 1,222,732
25 Contributions, gifts, grants paid....... 1,800,322 1,703,464
26 Total expenses and disbursements. Add lines 24 and 25 3,555,924 432,967 0 2,926,196
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,225,781
b Net investment income (if negative, enter -0-) 11,348,738
c Adjusted net income (if negative, enter -0-)... 3,439,023
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 42,635 92,191 92,191
2 Savings and temporary cash investments......... 21,228,614 1,887,565 1,887,565
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.......... 25,064 21,326 21,326
10a Investments—U.S. and state government obligations (attach schedule) 7,464,649 Click to see attachment15,208,382 15,208,382
b Investments—corporate stock (attach schedule)....... 40,806,066 Click to see attachment56,279,116 56,279,116
c Investments—corporate bonds (attach schedule)....... 5,029,766 Click to see attachment4,392,516 4,392,516
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 97,561 Click to see attachment12,996,135 12,996,135
14 Land, buildings, and equipment: basis bullet83,815
Less: accumulated depreciation (attach schedule) bullet57,999 35,205 25,816 25,816
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 74,729,560 90,903,047 90,903,047
Liabilities 17 Accounts payable and accrued expenses.......... 155,625 130,573
18 Grants payable................. 1,880,510 1,999,068
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) Click to see attachment239,000 Click to see attachment166,000
23 Total liabilities (add lines 17 through 22)......... 2,275,135 2,295,641
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 72,454,425 88,607,406
30 Total liabilities and net assets/fund balances (see instructions). 74,729,560 90,903,047
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
72,454,425
2
Enter amount from Part I, line 27a .....................
2
8,225,781
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,927,200
4
Add lines 1, 2, and 3 ..........................
4
88,607,406
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 29 .
6
88,607,406
Form 990-PF (2019)
Form 990-PF (2019)
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 PNC HAWTHORN INVESTMENTS - LONG TERM P    
b PNC HAWTHORN INVESTMENTS - SHORT TERM P    
c
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 46,755,388   38,412,706 8,342,682
b 7,570,401   6,203,377 1,367,024
c
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       8,342,682
b       1,367,024
c
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 9,709,706
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 1,367,024
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))
2018 2,291,454 62,139,792 0.036876
2017 2,866,180 15,443,737 0.185589
2016 2,157,215 15,352,384 0.140513
2015 2,119,178 13,226,278 0.160225
2014 1,819,832 12,269,324 0.148324
2
Total of line 1, column (d) .....................
2
0.671527
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.134305
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
86,892,080
5
Multiply line 4 by line 3......................
5
11,670,041
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
113,487
7
Add lines 5 and 6........................
7
11,783,528
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,929,632
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 226,975
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........................... 3 226,975
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- ..... 5 226,975
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 237,763
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 244,263
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 254
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 17,034
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet17,034 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletSTONELEIGHFOUNDATION.ORG
    14
    The books are in care ofbulletEXECUTIVE DIRECTOR Telephone no.bullet (215) 735-7080

    Located atbullet123 S BROAD STREET NO 1630PHILADELPHIAPA ZIP+4bullet19109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
    No
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    CAROLE HAAS GRAVAGNO CHAIR
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    HENRY BERNSTEIN TREASURER
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    DAVID RUBIN SECRETARY
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    KATHERINE HANRAHAN VICE CHAIR & DIRECTOR
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    CATHERINE CARR DIRECTOR
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    CAROL EMIG DIRECTOR
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    JODY GREENBLATT DIRECTOR
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    DAVID HAAS DIRECTOR
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    STACY HOLLAND DIRECTOR
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    WENDELL PRITCHETT DIRECTOR
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    RONNIE BLOOM EXECUTIVE DIRECTOR
    32.00     		182,083 41,393 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    DANIEL SHAPIRO DIRECTOR
    1.00     		0 0 0
    C/O THE ORGANIZATION
    PHILADELPHIA,PA19109
    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
    NAN FEYLER STONELEIGH FELLOW
    40.00     		159,560 19,203 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19109
    MARIE WILLIAMS SENIOR PROGRAM OFFIC
    40.00     		125,000 19,373 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19109
    RHONDA MCKITTEN STONELEIGH FELLOW
    40.00     		112,012 14,135 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19109
    LAURA JOHNSON STRATEGY & PLANNING
    40.00     		92,804 19,644 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19109
    RONA NAVERA DIRECTOR OF ADMINSTR
    40.00     		78,115 19,469 0
    C/O THE ORGANIZATIONS ADDRESS
    PHILADELPHIA,PA19109
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 IN OPERATING THE FELLOWSHIP PROGRAMS, THE CENTER SEEKS TO: -AFFECT THE WELL-BEING OF CHILDREN AND YOUTH; -INVEST IN POLICY CHANGE, PRACTICE IMPROVEMENT, AND RESEARCH DISSEMINATION; -SUPPORT INDIVIDUALS WHO CAN MAKE A DIFFERENCE IN THE LIVES OF VULNERABLE CHILDREN; -SPUR INNOVATION THAT LINKS THE MAJOR PUBLIC SYSTEMS SERVING YOUNG PEOPLE:CHILD WELFARE, EDUCATION, AND JUVENILE JUSTICE; -MAKE A SIGNIFICANT AGGREGATE DIFFERENCE IN THE FIELD THROUGH THE CREATION OF A COMMUNITY OF FELLOWS ENGAGED IN PROJECTS TACKLING SIMILAR PROBLEMS THROUGH A VARIETY OF APPROACHES. 2,926,196
    2  
    3  
    4  
    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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    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
    84,997,327
    b
    Average of monthly cash balances.......................
    1b
    4,296,740
    c
    Fair market value of all other assets (see instructions)................
    1c
    17,727
    d
    Total (add lines 1a, b, and c).........................
    1d
    89,311,794
    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
    89,311,794
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    2,419,714
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    86,892,080
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,344,604
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
     
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    2,926,196
    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
    3,436
    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
    2,929,632
    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
    2,929,632
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$  
    a Applied to 2018, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2019.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, enter the date of the ruling....... bullet
    2006-11-18
    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) 2019 (b) 2018 (c) 2017 (d) 2016
    3,439,023 1,278,547 185,786 179,892 5,083,248
    b 85% of line 2a ......... 2,923,170 1,086,765 157,918 152,908 4,320,761
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		2,929,632 2,291,454 2,867,985 2,157,215 10,246,286
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 1,216,256 822,781 2,039,037
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		2,929,632 2,291,454 1,651,729 1,334,434 8,207,249
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		2,896,403 2,071,327 514,791 511,746 5,994,267
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation 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:
    RONNIE BLOOM EXECUTIVE DIRECTOR
    C/O THE FOUNDATIONS CORPORATE
    OFFICE
    PHILADELPHIA,PA19109
    (215) 735-7080
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED GRANT PROCEDURES FOR DETAILS.
    cAny submission deadlines:
    SEE ATTACHED GRANT PROCEDURES FOR DETAILS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED GRANT PROCEDURES FOR DETAILS.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    CHILDREN'S HOSPITAL OF PHILADELPHIA (MEREDITH MATONE)
    34 ST CIVIC CENTER BLVD
    PHILADELPHIA,PA19104     		  509(A)(1) RESEARCH FELLOWSHIP 25,000
    NICOLE PITTMAN
    1970 BROADWAY SUITE 500
    OAKLAND,CA94612     		  I RESEARCH FELLOWSHIP 93,206
    DREXEL UNIVERSITY DEPARTMENT OF PSYCHOLOGY (NAOMI GOLDSTEIN)
    3141 CHESTNUT STREET SUITE 119
    PHILADELPHIA,PA19129     		  509(A)(1) RESEARCH FELLOWSHIP 149,072
    DREXEL UNIVERSITY (KEVIN BETHEL)
    1512 EAST CLIVEDEN STREET
    PHILADELPHIA,PA19150     		  509(A)(1) RESEARCH FELLOWSHIP 160,290
    JUVENILE LAW CENTER (DOMINQUE MIKELL)
    1315 WALNUT STREET
    PHILADELPHIA,PA19107     		  509(A)(1) RESEARCH FELLOWSHIP 80,546
    DEFENDER ASSOCIATION OF PHILADELPHIA (KATHARINE VEGRAITIS)
    1441 SANSOM STREET
    PHILADELPHIA,PA19102     		  509(A)(1) RESEARCH FELLOWSHIP 231
    NAN FEYLER
    6904 MCCALLUM STREET
    PHILADELPHIA,PA19119     		  I RESEARCH FELLOWSHIP 175,634
    RHONDA MCKITTEN
    178 GRAPE STREET
    PHILADELPHIA,PA19102     		  I RESEARCH FELLOWSHIP 136,640
    THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (SETH MORONES)
    3815 WALNUT STREET
    PHILADELPHIA,PA19104     		  509(A)(1) RESEARCH FELLOWSHIP 81,429
    PEOPLE'S EMERGENCY CENTER (RASHNI STANFORD)
    325 NORTH 39TH STREET
    PHILADELPHIA,PA19104     		  509(A)(1) RESEARCH FELLOWSHIP 83,887
    COMMUNITY LEGAL SERVICES (WHIQUITTA TOBAR)
    1424 CHESTNUT STREET
    PHILADELPHIA,PA19102     		  509(A)(1) RESEARCH FELLOWSHIP 82,702
    ROBERT LISTENBEE
    2701 JENKINTOWN ROAD
    GLENSIDE,PA19038     		  I RESEARCH FELLOWSHIP 1,298
    PHILADELPHIA YOUTH NETWORK (AMBER WILSON)
    400 MARKET STREET SUITE 200
    PHILADELPHIA,PA19106     		  509(A)(1) RESEARCH FELLOWSHIP 79,342
    EDUCATION LAW CENTER (ELIZABETH WINGFIELD)
    1315 WALNUT STREET SUITE 400
    PHILADELPHIA,PA19107     		  509(A)(1) RESEARCH FELLOWSHIP 76,478
    DEFENDER ASSOCIATION OF PHILADELPHIA (RAJ JAYADEV)
    1441 SANSOM STREET
    PHILADELPHIA,PA19102     		  509(A)(1) RESEARCH FELLOWSHIP 176,000
    THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (ABIGAIL GRAY)
    3815 WALNUT STREET
    PHILADELPHIA,PA19104     		  509(A)(1) RESEARCH FELLOWSHIP 89,424
    JOHN HOPKINS UNIVERSITY (ADAM SERLIN)
    3400 N CHARLES STREET
    BALTIMORE,MD21218     		  509(A)(1) RESEARCH FELLOWSHIP 174,999
    PHILADELPHIA YOUTH NETWORK
    1215 GERMANTOWN AVENUE
    PHILADELPHIA,PA19122     		  509(A)(1) INTERNSHIP 1,800
    JUVENILE LAW CENTER'S YOUTH SPEAKERS BUREAU
    1315 WALNUT STREET
    PHILADELPHIA,PA19107     		  509(A)(1) GRANT - PRACTITIONER FELLOWSHIP 35,486
    Total .................................bullet 3a 1,703,464
    bApproved for future payment
    CHILDREN'S HOSPITAL OF PHILADELPHIA (MEREDITH MATONE)
    34 ST CIVIC CENTER BLVD
    PHILADELPHIA,PA19104     		  509(A)(1) RESEARCH FELLOWSHIP 127,018
    DREXEL UNIVERSITY DEPARTMENT OF PSYCHOLOGY (NAOMI GOLDSTEIN)
    3141 CHESTNUT STREET SUITE 119
    PHILADELPHIA,PA19129     		  509(A)(1) RESEARCH FELLOWSHIP 149,319
    NAN FEYLER
    6904 MCCALLUM STREET
    PHILADELPHIA,PA19119     		  I RESEARCH FELLOWSHIP 262,187
    JUVENILE LAW CENTER (DOMINQUE MIKELL)
    1315 WALNUT STREET
    PHILADELPHIA,PA19107     		  509(A)(1) RESEARCH FELLOWSHIP 612
    DEFENDER ASSOCIATION OF PHILADELPHIA (KATHARINE VEGRAITIS)
    1441 SANSOM STREET
    PHILADELPHIA,PA19102     		  509(A)(1) RESEARCH FELLOWSHIP 846
    RHONDA MCKITTEN
    178 GRAPE STREET
    PHILADELPHIA,PA19102     		  I RESEARCH FELLOWSHIP 208,428
    THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (SETH MORONES)
    3815 WALNUT STREET
    PHILADELPHIA,PA19104     		  509(A)(1) RESEARCH FELLOWSHIP 82,621
    COMMUNITY LEGAL SERVICES (WHIQUITTA TOBAR)
    1424 CHESTNUT STREET
    PHILADELPHIA,PA19102     		  509(A)(1) RESEARCH FELLOWSHIP 85,913
    PEOPLE'S EMERGENCY CENTER (RASHNI STANFORD)
    325 NORTH 39TH STREET
    PHILADELPHIA,PA19104     		  509(A)(1) RESEARCH FELLOWSHIP 78,796
    PHILADELPHIA YOUTH NETWORK (AMBER WILSON)
    400 MARKET STREET SUITE 200
    PHILADELPHIA,PA19106     		  509(A)(1) RESEARCH FELLOWSHIP 79,760
    EDUCATION LAW CENTER (ELIZABETH WINGFIELD)
    1315 WALNUT STREET SUITE 400
    PHILADELPHIA,PA19107     		  509(A)(1) RESEARCH FELLOWSHIP 78,222
    DEFENDER ASSOCIATION OF PHILADELPHIA (RAJ JAYADEV)
    1441 SANSOM STREET
    PHILADELPHIA,PA19102     		  509(A)(1) RESEARCH FELLOWSHIP 348,808
    THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (ABIGAIL GRAY)
    3815 WALNUT STREET
    PHILADELPHIA,PA19104     		  509(A)(1) RESEARCH FELLOWSHIP 192,849
    JOHN HOPKINS UNIVERSITY (ADAM SERLIN)
    3400 N CHARLES STREET
    BALTIMORE,MD21218     		  509(A)(1) RESEARCH FELLOWSHIP 349,914
    Total .................................bullet 3b 2,045,293
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........     		    14 545,852  
    4 Dividends and interest from securities....     14 1,526,147  
    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 9,709,706  
    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 11,781,705 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,781,705
    (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 (2019)
    Form 990-PF (2019)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING/AUDIT 20,867 0 0 20,867

    TY 2017 CashDeemedCharitableExplnStmt
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Explanation:
    IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $2,419,714 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $89,311,7942. 1.5% OF LINE 1: $1,339,6773. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $2,109,452 (6/30/15), $2,865,800 (6/30/16) AND $2,283,890 (6/30/17) FOR AN AVERAGE OF $2,419,714 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES.

    TY 2017 GeneralExplanationAttachment
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Identifier Return Reference Explanation
      FORM 990-PF, PAGE 10, PART XV, LINE 2 FORM 990-PF, PAGE 10, PART XV, LINES 2B AND 2DGRANT GUIDELINESTHE STONELEIGH FELLOWSHIP IS DESIGNED TO SUPPORT RESEARCHERS, PRACTITIONERS, AND POLICYMAKERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, CHILD WELFARE, JUVENILE JUSTICE, OR RELATED FIELDS. WE ARE PARTICULARLY INTERESTED IN INDIVIDUALS WHOSE FELLOWSHIP PROPOSAL INVOLVES WORK THAT CROSSES SYSTEMS OR ENHANCES THE COORDINATION OF SERVICE DELIVERY.ACCOMPLISHED PRACTITIONERS, POLICYMAKERS, AND RESEARCHERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, JUVENILE JUSTICE, CHILD WELFARE OR ALLIED FIELDS (E.G. EDUCATION, HEALTH AND BEHAVIORAL HEALTH AS THEY RELATE TO DEPENDENT AND DELINQUENT POPULATIONS) ARE ENCOURAGED TO APPLY. CANDIDATES MIGHT BE PRACTITIONERS IN YOUTH- OR FAMILY-SERVING ORGANIZATIONS OR SYSTEMS, OR POLICYMAKERS, ANALYSTS OR RESEARCHERS WORKING IN NON-PROFIT, GOVERNMENTAL OR ACADEMIC INSTITUTIONS.WE SEEK INDIVIDUALS WHO HAVE:A TRACK RECORD OF ADVOCATING FOR CHANGE IN THE FIELDS OF CHILD WELFARE AND JUVENILE JUSTICE.KNOWLEDGE, UNDERSTANDING, CONTACTS, AND INSTITUTIONAL SUPPORT TO BRING CHANGES TO FRUITION.DEMONSTRATED ABILITY TO DESIGN AND LEAD SYSTEM REFORM.IMAGINATION, TOUGH-MINDEDNESS, AND A FOCUS ON RESULTS.A PASSION FOR THEIR WORK.THE COMMITMENT OF A STRONG PARTNER ORGANIZATION THAT WILL HOST THE FELLOW AND THE PROJECT, PROVIDING BOTH INFRASTRUCTURE AND STRATEGIC ADVICE AND SUPPORT.THE STONELEIGH FELLOWSHIP AWARD IS FLEXIBLE AND TAILORED TO THE NEEDS OF EACH SUCCESSFUL APPLICANT. THE AMOUNT OF THE FINANCIAL AWARD WILL DEPEND ON THE PERSONAL CIRCUMSTANCES OF EACH FELLOW AND PROJECT. AWARDEES ARE EXPECTED TO DEVOTE FULL TIME TO THE STONELEIGH FELLOWSHIP. THEREFORE, EACH AWARD TYPICALLY INCLUDES SALARY, BENEFITS, AND A SMALL STIPEND TO COVER PROJECT-RELATED TRAVEL GOALS. FOR SOME FELLOWS BASED IN ACADEMIC INSTITUTIONS, THE AWARD COVERS A PORTION OF THEIR TIME.BECAUSE OUR FELLOWSHIP SUPPORTS INDIVIDUAL FELLOWS THROUGH SALARY SUPPORT, THEY ARE DETERMINED ON A CASE-BY-CASE BASIS. TO DATE, FELLOWSHIP BUDGETS HAVE FALLEN BETWEEN $80,000-$130,000/YEAR.THE TERM OF THE AWARD VARIES FROM FELLOW-TO-FELLOW BASED ON THE NEEDS OF EACH PROJECT. TO DATE, FELLOWSHIP TERMS HAVE RANGED FROM ONE TO FIVE YEARS. WE HAVE AWARDED ONLY ONE FIVE-YEAR FELLOWSHIP. THE AVERAGE TERM IS THREE YEARS.IN ADDITION TO CANDIDATES' PROFESSIONAL QUALIFICATIONS, STONELEIGH SELECTS FELLOWS BASED ON THE QUALITY OF PROPOSED IDEAS, THE FIT OF PROPOSED PROJECTS WITH THE FOUNDATION'S FOCUS AND GOALS, AND THE LIKELIHOOD THAT THE PROPOSED WORK CAN BE CARRIED OUT EFFECTIVELY. A DIVERSE REVIEW COMMITTEE EVALUATES EACH PROPOSAL. SPECIFIC CRITERIA TO BE USED IN JUDGING PROPOSALS INCLUDE:SIGNIFICANCE: THE PROPOSED WORK EFFECTIVELY ADDRESSES CRITICAL PROGRAM, POLICY OR RESEARCH ISSUES AND THUS IS LIKELY TO IMPROVE THE LIFE OUTCOMES OF YOUTH IMPACTED BY VIOLENCE OR THOSE INVOLVED WITH OR AT RISK OF INVOLVEMENT WITH THE CHILD WELFARE AND JUVENILE JUSTICE SYSTEMS.EFFECTIVENESS: THE PROPOSAL SPECIFICALLY INDICATES HOW THE PROJECT WILL EFFECTIVELY PROMOTE SYSTEMS CHANGE AND HOW IT HAS THE POTENTIAL TO IMPROVE YOUTH OUTCOMES. CANDIDATES INDICATE CLEARLY THEIR PERSONAL EFFECTIVENESS IN BEING ABLE TO CARRY OUT THE WORK.FEASIBILITY: THE SCOPE OF THE PROJECT FITS WITHIN THE TIME AND RESOURCES ALLOTTED BY THE FELLOWSHIP. CANDIDATES INDICATE THAT THEY HAVE THE SUPPORT OF A STRONG PARTNER ORGANIZATION AND REPRESENTATIVES FROM THE PUBLIC SYSTEMS NECESSARY TO ACHIEVE THE PROJECT GOALS. THEY HAVE OTHER FUNDING IF NEEDED.INNOVATION: THE PROPOSED PROJECT CLEARLY ADVANCES STRATEGIES THAT REPRESENT A DEPARTURE FROM STANDARD PRACTICE. IF A CANDIDATE IS APPLYING FOR FUNDS TO CONTINUE AN ONGOING PROJECT, THE PROPOSAL SHOWS HOW THIS FELLOWSHIP WILL SUBSTANTIALLY IMPROVE STANDARD PRACTICE AND WHY STONELEIGH FOUNDATION SUPPORT IS CRITICAL TO ADVANCING THE WORK.MULTI-DISCIPLINARY IMPACT/BREADTH: THE PROPOSED WORK HAS THE POTENTIAL TO BE APPLIED BROADLY AND IMPROVE YOUTH POLICY AND PRACTICE ACROSS A NUMBER OF SYSTEMS AND DISCIPLINES.FIT: THE PROJECT CLEARLY MEETS OUR OVERALL GOALS. THE PROPOSAL AND CANDIDATE CONTRIBUTE TO BUILDING A COMMUNITY OF FELLOWS AND A BODY OF WORK THAT WILL, IN AGGREGATE, ADVANCE THE FIELD.

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 3,291,634 3,291,634
    FIXED INCOME MUTUAL FUNDS 1,100,882 1,100,882

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 28,956,064 28,956,064
    EQUITY MUTUAL FUNDS 27,323,052 27,323,052

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    US Government Securities - End of Year Book Value:

    15,208,382
    US Government Securities - End of Year Fair Market Value:

    15,208,382
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2017 InvestmentsOtherSchedule2
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER AT COST 12,996,135 12,996,135

    TY 2017 OtherExpensesSchedule
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOARD EXPENSES 3,559 0 0 3,559
    ACCRUED FELLOW OFFSET 21,700 0 0 0
    OFFICE SUPPLIES 8,628 0 0 8,628
    IT/NETWORK SUPPORTS 11,826 0 0 18,232
    OTHER EXPENSES 14,154 0 0 22,626
    PROGRAM EXPENSES 31,586 0 0 31,586
    INSURANCE 1,230 0 0 730
    MEMEBERSHIP FEE 10,851 0 0 10,851


    TY 2017 OtherIncreasesSchedule
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Description Amount
    UNREALIZED CHANGE IN ASSETS 7,927,200


    TY 2017 OtherLiabilitiesSchedule
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 239,000 166,000


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 63,054 0 0 63,054
    PAYROLL PROCESSING 2,676 0 0 2,676
    INVESTMENT FEES 432,967 432,967 0 0
    STRATEGY ASSESSMENT 11,216 0 0 11,216
      0 0 0 0


    TY 2017 TaxesSchedule
    Name:
    STONELEIGH FOUNDATION
    EIN:
    37-1526458
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 53,035 0 0 53,035
    EXCISE TAXES 155,600 0 0 0