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.
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 10-01-2017 , and ending 09-30-2018
Name of foundation
Public Welfare Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)1200 U Street Northwest
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Washington, DC200094443
A Employer identification number

54-0597601
B Telephone number (see instructions)

(202) 965-1800
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$525,738,736
J 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      
4 Dividends and interest from securities... 3,155,123 1,806,636  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 31,991,549
b Gross sales price for all assets on line 6a 162,987,164
7 Capital gain net income (from Part IV, line 2)... 23,604,892
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 16,970,816 5,703,454 0
12 Total. Add lines 1 through 11........ 52,117,488 31,114,982 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 723,350 48,440   670,590
14 Other employee salaries and wages...... 1,207,409     1,207,409
15 Pension plans, employee benefits....... 337,249 4,546   329,745
16a Legal fees (attach schedule)......... 45,379 4,504 0 40,875
b Accounting fees (attach schedule)....... 94,168 47,084 0 0
c Other professional fees (attach schedule).... 1,134,119 835,048 0 299,071
17 Interest............... 279,344     279,344
18 Taxes (attach schedule) (see instructions)... 407,629 2,239 0 231,851
19 Depreciation (attach schedule) and depletion... 403,901 0 0
20 Occupancy.............. 297,218     297,218
21 Travel, conferences, and meetings....... 130,914     130,914
22 Printing and publications.......... 37,183     37,183
23 Other expenses (attach schedule)....... 374,373 0 0 356,815
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,472,236 941,861 0 3,881,015
25 Contributions, gifts, grants paid....... 21,555,001 21,633,604
26 Total expenses and disbursements. Add lines 24 and 25 27,027,237 941,861 0 25,514,619
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 25,090,251
b Net investment income (if negative, enter -0-) 30,173,121
c Adjusted net income (if negative, enter -0-)... 0
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............. 375,214 288,391 288,391
2 Savings and temporary cash investments......... 9,332,113 17,531,403 17,531,403
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 73,644 61,438 61,438
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 161,216,019 Click to see attachment151,354,655 151,354,655
c Investments—corporate bonds (attach schedule)....... 45,060,881 Click to see attachment65,216,798 65,216,798
11 Investments—land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 276,908,068 Click to see attachment273,904,655 273,904,655
14 Land, buildings, and equipment: basis bullet15,424,818
Less: accumulated depreciation (attach schedule) bullet6,845,853 8,947,038 Click to see attachment8,578,965 8,578,965
15 Other assets (describe bullet) Click to see attachment11,841,985 Click to see attachment8,802,431 Click to see attachment8,802,431
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 513,754,962 525,738,736 525,738,736
Liabilities 17 Accounts payable and accrued expenses.......... 230,941 241,699
18 Grants payable................. 1,417,000 1,372,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 10,800,000 Click to see attachment10,800,000
22 Other liabilities (describe bullet) Click to see attachment920,583 Click to see attachment522,699
23 Total liabilities (add lines 17 through 22)......... 13,368,524 12,936,398
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)..... 500,386,438 512,802,338
30 Total liabilities and net assets/fund balances (see instructions). 513,754,962 525,738,736
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
500,386,438
2
Enter amount from Part I, line 27a .....................
2
25,090,251
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
-12,674,351
4
Add lines 1, 2, and 3 ..........................
4
512,802,338
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
512,802,338
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 PUBLICLY TRADED SECURITIES P    
b FROM PARTNERSHIPS 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 2,774,093   0 2,774,093
b 20,830,799     20,830,799
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     0 2,774,093
b     0 20,830,799
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 23,604,892
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 0
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 25,228,899 479,180,963 0.052650
2017 24,702,505 467,542,855 0.052835
2016 24,449,812 499,791,068 0.048920
2015 23,966,049 493,829,403 0.048531
2014 23,514,779 442,589,725 0.053130
2
Total of line 1, column (d) .....................
2
0.256066
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
0.051213
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
506,262,365
5
Multiply line 4 by line 3......................
5
25,927,214
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
301,731
7
Add lines 5 and 6........................
7
26,228,945
8
Enter qualifying distributions from Part XII, line 4,.............
8
25,550,446
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 1 603,462
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  
3 Add lines 1 and 2........................... 3 603,462
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 603,462
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 802,089
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.............. 7 802,089
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 10 198,627
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet198,627 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)
    bulletCA, DC
    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
     
    No
    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 addressbulletwww.publicwelfare.org
    14
    The books are in care ofbulletPUBLIC WELFARE FOUNDATION Telephone no.bullet (202) 965-1800

    Located atbullet1200 U STREETWASHINGTONDC ZIP+4bullet200094443
    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
    0
    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
     
    No
    ........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
     
    No
    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
     
     
    .........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
    AASE CRAIG DIRECTOR
    1.000
    6,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    BELL-ROSE STEPHANIE DIRECTOR
    1.000
    6,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    DIVER COLIN DIRECTOR
    1.000
    6,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    DODSON DAVID DIRECTOR
    1.000
    6,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    GRAHAM CHRISTOPHER DIRECTOR
    1.000
    2,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    JONES CANDICE PRESIDENT
    40.000
    361,300 50,305 8,294
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    MARSHALL LYDIA DIRECTOR
    1.000
    6,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    OLIVEROS GUMERSINDO DIRECTOR
    1.000
    0 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    OTERO MARIA DIRECTOR
    1.000
    6,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    SAGAWA SHIRLEY DIRECTOR
    1.000
    6,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    SLOAN CLIFFORD DIRECTOR
    1.000
    6,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    TAYLOR PHILLIPA P CFAO
    40.000
    304,050 53,646 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    WASHINGTON ERIC DIRECTOR
    1.000
    6,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    ZIMMERMAN LANDIS DIRECTOR
    1.000
    2,000 0 0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    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
    MAJD KATAYOON PROGRAM DIRECTOR
    40.000
    165,000   0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    SHULL ROBERT PROGRAM DIRECTOR
    40.000
    149,550   0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    CAMPER DIANE COMMUNICATIONS OFF.
    40.000
    134,728   0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    HEINZ KAITLIN CONTROLLER
    40.000
    121,200   0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U ST NW
    WASHINTON,DC20009
    PICCIRILLI ALYSSA DIRECTOR OF ADMIN
    40.000
    116,899   0
    C/O PUBLIC WELFARE FOUNDATION
    1200 U STREET NW
    WASHINGTON,DC20009
    Total number of other employees paid over $50,000...................bullet 3
    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
    COMMONFUND - CASH ACCOUNT INVESTMENT MANAGEMENT 369,569
    15 OLD DANBURY ROAD
    PO BOX 812
    WILTON,CT068970812
    THE NORTHERN TRUST COMPANY INVESTMENT MANAGEMENT 149,174
    50 SOUTH LASALLE STREET B-8
    CHICAGO,IL60603
    COMMUNITY WEALTH PARTNERS PROGRAM CONSULTING 96,710
    1825 K STREET NW
    SUITE 1000
    WASHINGTON,DC20006
    IRM INVESTMENT MANAGEMENT 91,084
    100 FEDERAL STREET 30TH FLOOR
    BOSTON,MA02110
    BDO SEIDMAN LLP AUDIT SERVICES 65,003
    8401 GREENSBORO DRIVE
    SUITE 800
    MCLEAN,VA22102
    Total number of others receiving over $50,000 for professional services.............bullet1
    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 N/A 0
    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 N/A  
    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
    495,094,598
    b
    Average of monthly cash balances.......................
    1b
    17,879,297
    c
    Fair market value of all other assets (see instructions)................
    1c
    998,049
    d
    Total (add lines 1a, b, and c).........................
    1d
    513,971,944
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    513,971,944
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,709,579
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    506,262,365
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    25,313,118
    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
    25,313,118
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    603,462
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    603,462
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    24,709,656
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    33,604
    5
    Add lines 3 and 4............................
    5
    24,743,260
    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
    24,743,260
    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
    25,514,619
    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
    35,827
    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
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    25,550,446
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    25,550,446
    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 24,743,260
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 2013 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 3,744,959
    b From 2015...... 486,983
    c From 2016...... 176,074
    d From 2017...... 1,504,152
    e From 2018...... 1,510,484
    fTotal of lines 3a through e........ 7,422,652
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 25,550,446
    a Applied to 2018, 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 2019 distributable amount..... 24,743,260
    e Remaining amount distributed out of corpus 807,186
    5 Excess distributions carryover applied to 2019. 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 8,229,838
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    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
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    3,744,959
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    4,484,879
    10 Analysis of line 9:
    a Excess from 2015.... 486,983
    b Excess from 2016.... 176,074
    c Excess from 2017.... 1,504,152
    d Excess from 2018.... 1,510,484
    e Excess from 2019.... 807,186
    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
     
    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
    0 0 0   0
    b 85% of line 2a ......... 0 0 0   0
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    25,550,446 25,228,899 0   50,779,345
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
            0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    25,550,446 25,228,899 0   50,779,345
    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 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).)
    None
    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.
    None
    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:
    GRANTS MANAGEMENT
    1200 U STREET NW
    WASHINGTON,DC20009
    (202) 965-1800
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS SHOULD COMPLETE AN ONLINE LETTER OF INQUIRY IN WHICH YOU PROVIDE A BASIC INTRODUCTION TO YOUR PROJECT AND ORGANIZATION AND PROVIDE THE PURPOSE OF YOUR GRANT REQUEST. ALL APPLICANTS MUST COMPLETE AN ONLINE LETTER OF INQUIRY WHICH ARE ACCEPTED ON A ROLLING BASIS. IF AFTER REVIEWING THE ONLINE LETTER OF INQUIRY, THE FOUNDATION DETERMINES THAT THE PROJECT FITS ITS FUNDING GOALS, AN INVITATION TO SUBMIT A FULL PROPOSAL IS SENT VIA EMAIL. IF AN APPLICANT RECEIVES AN EMAIL REQUESTING THE SUBMISSION OF A FULL PROPOSAL, THE APPLICANT SHOULD FOLLOW THE INSTRUCTIONS AT THE FOUNDATION'S WEBSITE AT HTTP://WWW.PUBLICWELFARE.ORG/APPLYGRANT/FULLPROPOSAL.ASPX.
    cAny submission deadlines:
    LETTERS OF INQUIRY ARE EXAMINED ON A ROLLING BASIS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE PUBLIC WELFARE FOUNDATION SUPPORTS EFFORTS TO ENSURE FUNDAMENTAL RIGHTS AND OPPORTUNITIES FOR PEOPLE IN NEED. WE LOOK FOR CAREFULLY DEFINED POINTS WHERE OUR FUNDS CAN MAKE A DIFFERENCE IN BRINGING ABOUT SYSTEMIC CHANGES THAT CAN IMPROVE LIVES. WE FOCUS IN THREE PROGRAM AREAS: CRIMINAL JUSTICE, YOUTH JUSTICE AND WORKERS' RIGHTS.
    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
    Advancement Project
    1220 L Street NW 850
    Washington,DC20005
      PC Support for Action Camp 10,000
    American Friends Service Committee
    1501 Cherry St
    Philadelphia,PA19102
      PC Support for sentencing reform in Arizona 243,000
    Anthony L Jordan Health Corporation
    82 Holland Street
    Rochester,NY14605
      PC Program support to establish a patient assistance fund 5,000
    Arizona Community Foundation
    2201 E Camelback Road Suite 405B
    Phoenix,AZ85016
      PC General Support 20,000
    ART 180 Inc
    114 W Marshall Street
    Richmond,VA23220
      PC General Support 15,000
    Artspace New Haven
    50 Orange St
    New Haven,CT06510
      PC Program support for May Day 20/20: Learning from the Black Panther Trials 50 Years Later 50,000
    Artspace New Haven
    50 Orange St
    New Haven,CT06510
      PC General Support 2,500
    At Home in Alexandria
    3139 Mount Vernon Ave
    Alexandria,VA22305
      PC General Support 200
    Auburn Theological Seminary
    475 Riverside Drive Suite 1800
    New York,NY10115
      PC Production costs for the film "The Psalm of Howard Thurman" by Arleigh Prelow 5,000
    Bishop John T Walker School for Boys
    3640 Martin Luther King Jr Ave SE
    Washington,DC20032
      PC General Support 7,500
    BlueGreen Alliance Foundation
    Broadway Place West 1300 Godward St
    reet NE 2625
    Minneapolis,MN55413
      PC Program support for Safer Chemicals, Safer Jobs Program 200,000
    Boston Children's Chorus
    20 Old Colony Avenue 2nd Floor
    Boston,MA02127
      PC General Support 2,500
    Brandeis University
    415 South Street MS 122
    Waltham,MA02453
      PC Support for the Segal Fellowship 5,000
    Cabrini Green Legal Aid Clinic
    6 South Clark St
    Chicago,IL60603
      PC General support 29,000
    Campaign for the Fair Sentencing of Youth
    1319 F Street NW Suite 303
    Washington,DC20004
      PC To hire a formerly incarcerated youth to coordinate the Incarcerated Children's Advocacy Network 25,000
    Campaign for the Fair Sentencing of Youth
    1319 F Street NW Suite 303
    Washington,DC20004
      PC General Support 200,000
    CAPITAL TRAVEL SPORTS
    1231-B Good Hope Road SE
    Washington,DC20020
      PC General Support 1,000
    Casa Ruby
    7530 Georgia Avenue NW
    Washington,DC20012
      PC General Support 200
    Center for American Progress
    1333 H Street NW 10th Floor
    Washington,DC20005
      PC Research into wage theft from high-fee pay delivery systems 75,000
    Center for Popular Democracy
    449 Troutman Street Suite A
    Brooklyn,NY11237
      PC Support to provide technical assistance and be a hub for workers' rights efforts 175,000
    Center for Popular Democracy
    449 Troutman Street Suite A
    Brooklyn,NY11237
      PC Education and efforts addressing forced arbitration 300,000
    Center for Popular Democracy
    449 Troutman Street Suite A
    Brooklyn,NY11237
      PC Program support for assistance to grantees on fundraising strategies 100,000
    Center for Progressive Reform
    455 Massachusetts Ave NW 150-513
    Washington,DC20001
      PC Support for occupational safety and health research, policy design, and technical assistance 200,000
    Center for Public Policy Priorities
    7020 Easy Wind Drive Suite 200
    Austin,TX78752
      PC Analysis support of criminal justice reform policies and community reinvestment strategies in Texas 70,000
    Center on Juvenile and Criminal Justice
    424 Guerrero Street Suite A
    San Francisco,CA94110
      PC Support for the Pacific Juvenile Defender Center 165,000
    Children of Uganda
    PO Box 659
    Charles Town,WV25414
      PC General Support 10,000
    Choral Society of Durham
    120 Morris St
    Durham,NC27701
      PC General Support 5,000
    Citizens for Juvenile Justice
    44 School Street Suite 400
    Boston,MA02108
      PC General Support 200,000
    City Year - Washington DC
    1875 Connecticut Avenue NW Suite 11
    30
    Washington,DC20009
      PC To support activities of Voices for National Service 10,000
    ColorOfChangeOrg Education Fund
    1714 Franklin Street 100-136
    Oakland,CA94612
      PC Program support for digital communication efforts 100,000
    Columbia University
    615 W 131 Street 4th Floor
    New York,NY10027
      PC Support for coordinating the Youth Correctional Administrators for Justice 150,000
    Common Justice
    540 Atlantic Ave Ste 4
    Brooklyn,NY11217
      PC General Support 1,000,000
    Community Connections for Youth
    369 East 149th Street 7th Floor
    Bronx,NY10455
      PC National convening on credible messenger mentoring 200,000
    Community Labor United
    6 Beacon Street Room 910
    Boston,MA02108
      PC General Support 150,000
    Community Labor United
    6 Beacon Street Room 910
    Boston,MA02108
      PC Program support 200,000
    Community Partners
    1000 N Alameda Street Ste 240
    Los Angeles,CA90012
      PC Healing Dialogue and Action 125,000
    Cooperative for Assistance and Relief Everywhere Inc
    151 Ellis Street NE
    Atlanta,GA30303
      PC General Support 2,500
    Council on Foundations
    2121 Crystal Drive Suite 700
    Arlington,VA22202
      PC General Support 21,600
    Democracy North Carolina
    1821 Green St
    Durham,NC27705
      PC General Support 2,500
    Doctors Without Borders
    333 7th Avenue 2nd Floor
    New York,NY10001
      PC General Support 5,000
    Dolores Street Community Services Inc
    938 Valencia Street
    San Francisco,CA94110
      PC General Support 100
    Dwight Hall at Yale
    67 High Street PO Box 209008
    New Haven,CT06520
      PC Support for student-led social justice programming 5,000
    East Bay Community Law Center
    2921 Adeline Street
    Berkeley,CA94703
      PC For thought leadership and support to reform the use of electronic monitoring in juvenile court 200,000
    Echoing Green
    462 Seventh Avenue 13th Floor
    New York,NY10018
      PC General Support 400
    Echoing Green
    462 Seventh Avenue 13th Floor
    New York,NY10018
      PC Support for criminal justice fellows in the 2018 class 200,000
    Economic Policy Institute
    1225 Eye St NW
    Washington,DC20005
      PC Support for research at the nexus of enforcement and forced arbitration 100,000
    EPOCA INC
    4 KING STREET
    WORCESTER,MA01610
      PC General support 5,000
    FAMM
    1100 H Street NW Suite 1000
    Washington,DC20005
      PC General Support 400,000
    Garfield Center Foundation
    210 High St PO Box 37
    Chestertown,MD21620
      PC General Support 1,500
    Grantmakers for Effective Organizations
    1725 DeSales Street NW Suite 404
    Washington,DC20036
      PC General Support 6,380
    Grassroots Leadership
    2301 East Cesar Chavez
    Austin,TX78702
      PC General support 147,000
    Grassroots Leadership
    2301 East Cesar Chavez
    Austin,TX78702
      PC Support for a criminal justice report on racial disparities and over-incarceration in Harris County 75,000
    Immigrant Legal Resource Center
    1663 Mission Street Suite 602
    San Francisco,CA94103
      PC Program support to address the criminalization of immigrant youth of color 200,000
    In These Times
    2040 N Milwaukee Ave
    Chicago,IL60647
      PC Support for original news coverage and commentary on workers' rights issues 80,000
    International Commission on Violence Against Women and Girls
    152 Woburn St
    Lexington,MA02420
      PC Support to the Everywoman Everywhere Project 5,000
    International Rescue Committee Inc
    122 E 42nd St
    New York,NY10168
      PC General Support 100
    Juntos
    600 Washington Avenue 2nd Floor Uni
    t 18UA
    Philadelphia,PA19147
      PC General Support 32,617
    Justice For Families LTD
    1913 Azalea Street
    Sulphur,LA70663
      PC Support to train and mobilize families directly impacted by the juvenile justice system 50,000
    Justice Policy Institute
    1012 14th Street NW Suite 600
    Washington,DC20005
      PC For research, public education and re-framing the debate around criminal justice reform in Maryland 100,000
    Justice Policy Institute
    1012 14th Street NW Suite 600
    Washington,DC20005
      PC Research and communications strategies for reform efforts on youth charged with violent offenses 175,000
    Kentucky Equal Justice Center
    201 West Short Street Suite 310
    Lexington,KY40507
      PC Program support for state-based workplace policy efforts 160,000
    Kentucky Youth Advocates
    10200 Linn Station Road Suite 310
    Louisville,KY40299
      PC Program support for a range of youth justice issues in Kentucky 50,000
    Kids in Need of Defense (KIND)
    1201 L Street NW 2nd Floor
    Washington,DC20005
      PC General Support 400
    Louis D Brown Peace Institute
    15 Christopher Street
    Dorchester,MA02122
      PC General Support 2,500
    Macalester College
    1600 Grand Ave
    St Paul,MN55105
      PC General Support 2,500
    Many Hands Inc
    PO Box 15048
    Chevy Chase,MD20825
      PC General Support 2,500
    March on Washington Film Festival
    1341 G St NW 5th Floor
    Washington,DC20005
      PC General Support 25,000
    Massachusetts Coalition for Occupational Safety and Health
    1532B Dorchester Avenue
    Dorchester,MA02122
      PC General Support 150,000
    Merriam Park Living at Home Block Nurse Program
    1895 Laurel Avenue
    St Paul,MN55104
      PC General Support 2,500
    Michigan Council on Crime and Delinquency
    1000 West St Joseph Suite 400
    Lansing,MI48915
      PC Program support for efforts to raise the age of juvenile court jurisdiction to 18 in Michigan 235,000
    Montgomery County Coalition for the Homeless
    600 - B East Gude Drive
    Rockville,MD20850
      PC General Support 600
    National Committee for Responsive Philanthropy
    1900 L St NW Suite 825
    Washington,DC20036
      PC General Support 40,000
    National COSH
    3737 Camino del Rio South Suite 305
    San Diego,CA92108
      PC General Support 150,000
    National COSH
    3737 Camino del Rio South Suite 305
    San Diego,CA92108
      PC Project support for a convening of organizers and advocates on sexual harassment and violence 30,000
    National Crittenton Foundation
    921 SW Washington Street Suite 312
    Portland,OR97205
      PC Support to provide training and technical assistance to youth justice stakeholders 200,000
    National Economic and Social Rights Initiative
    90 John Street Suite 308
    New York,NY10038
      PC Support for worker's compensation reform and Work with Dignity Initiative 200,000
    National Employment Law Project
    75 Maiden Lane Suite 601
    New York,NY10038
      PC Program support for the National Legal Advocacy Network 175,000
    National Juvenile Justice Network
    PO Box 43740
    Washington,DC20010
      PC General Support 200,000
    National Public Radio
    1111 North Capitol St NE
    Washington,DC20002
      PC Support for coverage of workers' rights and other labor issues 200,000
    National Public Radio
    1111 North Capitol St NE
    Washington,DC20002
      PC Coverage of Justice Reform 200,000
    Natural Resources Defense Council
    40 West 20th Street 11th Floor
    New York,NY10011
      PC General Support 5,000
    Nebraska Appleseed
    941 O St Suite 920
    Lincoln,NE68508
      PC Support for advocacy for meat and poultry workers 75,000
    NEO Philanthropy
    45 W 36th St 6th Floor
    New York,NY10018
      PC Support for the Occupational Safety & Health Law Project 110,000
    NEO Philanthropy
    45 W 36th St 6th Floor
    New York,NY10018
      PC General Support 150,000
    New England Conservatory
    290 Huntington Avenue
    Boston,MA02115
      PC Support for community performances and partnership program 2,500
    New Jersey Institute for Social Justice
    60 Park Place - Suite 511
    Newark,NJ07102
      PC Program support for statewide efforts to close youth prisons and reinvest in communities 600,000
    New Politics Leadership Academy Inc
    9 East Street Unit 2
    Boston,MA02111
      PC General Support 5,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036
      PC Communities for Just Schools Fund 200,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036
      PC Youth First State Advocacy Fund 400,000
    New World Foundation
    627 West End Avenue
    New York,NY10024
      PC Program support for the Diverse Asset Managers Initiative 25,000
    Northeastern Minnesotans for Wilderness
    PO Box 625
    Ely,MN55731
      PC Program support for the Campaign to Save the Boundary Waters 5,000
    Northwest Employment Education and Defense Fund
    812 SW Washington Ste 225
    Portland,OR97205
      PC General Support 100,000
    Northwest Employment Education and Defense Fund
    812 SW Washington Ste 225
    Portland,OR97205
      PC Program support for state policy coalition 100,000
    Oakwood Friends School
    22 Spackenkill Road
    Poughkeepsie,NY12603
      PC Capital campaign support 3,500
    Oakwood Friends School
    22 Spackenkill Road
    Poughkeepsie,NY12603
      PC Support for the Anthony and Ruth Jordan Fund 5,000
    ONE DC
    614 S Street NW
    Washington,DC20001
      PC General Support 25,000
    Organization for Youth Empowerment
    3128 19th Street NW
    Washington,DC20010
      PC General support 20,000
    Pacifica Foundation dba WPFW
    1990 K St NW Ste 14R
    Washington,DC20006
      PC General support to a community-based public radio station broadcasting in Washington, DC 25,000
    Partnership for Safety and Justice
    825 NE 20th Ave 250
    Portland,OR97232
      PC General Support 300,000
    Planned Parenthood of Metropolitan DC
    1108 16th Street NW
    Washington,DC20036
      PC General support 200
    President and Fellows of Harvard College
    1350 Massachusetts Avenue 5th Floor
    Cambridge,MA02138
      PC Program support for initiatives to reimagine labor and employment laws 370,000
    PROGRAMA DE AYUDA HUMANITARIA PARA VENEZUELA
    1062 Lavender Circle
    Weston,FL33327
      PC General Support 400
    Public Allies
    735 N Water St STE 550
    Milwaukee,WI53202
      PC Youth Justice Milwaukee 400,000
    Public Health Advocacy Institute
    360 Huntington Avenue Suite 117CU
    Boston,MA02115
      PC Support for Beyond OSHA 150,000
    Public Justice Center
    1 N Charles Street Suite 200
    Baltimore,MD21201
      PC Support for the Workplace Justice Project 600,000
    Puente Human Rights Movement
    PO Box 21837
    Phoenix,AZ85036
      PC General Support 160,000
    Radio Bilingue Inc
    5005 E Belmont Ave
    Fresno,CA93727
      PC To increase Spanish news coverage of criminal justice reform issues impacting Latinos 200,000
    Raise the Floor Alliance
    1 N Lasalle Suite 1275
    Chicago,IL60602
      PC General Support 700,000
    REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES
    1305 N Flores Street
    San Antonio,TX78212
      PC General Support 2,000
    Regional Youth Adult Social Action Partnership
    2470 Fairfield Ave
    Bridgeport,CT06605
      PC Connecticut Juvenile Justice Alliance 500,000
    Repairers of the Breach
    2105 N William Street
    Goldsboro,NC27530
      PC Support to advance community-based justice reinvestment strategies 200,000
    Rock Creek Conservancy Inc
    4300 Montgomery Avenue Suite 304
    Bethesda,MD20814
      PC General Support 200
    Rockefeller Philanthropy Advisors
    575 Market St Suite3625
    San Francisco,CA94105
      PC Annual contribution to the Executives' Alliance for Boys and Men of Color 60,000
    Rutgers University - Center for Innovation in Worker Organization
    School of Management and Labor Rela
    tions 50 Labor Center Way
    New Brunswick,NJ08901
      PC Support for educating state and local labor departments on strategic enforcement practices 150,000
    Safe & Just Michigan
    222 West Genesee Street
    Lansing,MI48933
      PC General Support 511,335
    Safe & Just Michigan
    222 West Genesee Street
    Lansing,MI48933
      PC National Network of Justice 141,600
    Sasha Bruce Youthwork Inc
    745 8th St SE
    Washington,DC20003
      PC General Support 5,000
    Smithsonian Institution
    3001 Connecticut Ave NW
    Washington,DC20008
      PC General Support 7,000
    So Others Might Eat
    71 O Street NW
    Washington,DC200011290
      PC General Support 1,000
    Social & Environmental Entrepreneurs
    23532 Calabasas Road Ste A
    Calabasas,CA91302
      PC Program support for National Alianza for Latino Youth Justice 200,000
    Social & Environmental Entrepreneurs
    23532 Calabasas Road Ste A
    Calabasas,CA91302
      PC National Queer and Trans Therapists of Color Network 1,000
    Social & Environmental Entrepreneurs
    23532 Calabasas Road Ste A
    Calabasas,CA91302
      PC Support for RISE Youth Campaign in Virginia 400,000
    Southeastern Efforts Developing Sustainable Spaces
    706 Gilbert St
    Durham,NC27701
      PC Support for a community school focused on natural resource based education for youth 2,500
    Southern Center for Human Rights
    83 Poplar Street
    Atlanta,GA30303
      PC General Support 665,000
    Southerners On New Ground
    580 Holderness St SW
    Atlanta,GA30310
      PC Support for a 12-week Community Organizing Apprenticeship for Black Mamas 200,000
    Split This Rock
    1301 Connecticut Avenue NW Suite 60
    0
    Washington,DC20036
      PC General Support 10,000
    State Innovation Exchange
    PO Box 260230
    Madison,WI53726
      PC Program support for multi-state technical assistance on low-wage worker issues 150,000
    Stephen C Rose Legacy Foundation
    138 Governor Street
    Providence,RI02940
      PC General Support 20,000
    Studio Museum in Harlem
    144 W 125th Street
    New York,NY10027
      PC Capital campaign support 3,000
    Studio Museum in Harlem
    144 W 125th Street
    New York,NY10027
      PC General Support 5,000
    Surge Institute
    935 W Chestnut Street Suite 515
    Chicago,IL60642
      PC General Support 500
    Texas Appleseed
    1609 Shoal Creek Blvd Ste 201
    Austin,TX78701
      PC Advance policies in Texas to keep youth in school and out of the justice system 100,000
    Texas Criminal Justice Coalition
    1714 Fortview Rd Suite 104
    Austin,TX78735
      PC Lone Star Justice Alliance 85,000
    Texas Criminal Justice Coalition
    1714 Fortview Rd Suite 104
    Austin,TX78735
      PC Youth Justice Program for work to raise the age of juvenile jurisdiction to 18 125,000
    Texas Criminal Justice Coalition
    1714 Fortview Rd Suite 104
    Austin,TX78735
      PC General Support 320,000
    Texas Defender Service
    1927 Blodgett Street
    Houston,TX77004
      PC Support to improve representation to death row inmates in the TX Criminal Justice System. 2,500
    The ARC
    1825 K Street NW Suite 1200
    Washington,DC20006
      PC Support for the National Center on Criminal Justice & Disability 7,500
    The Boys and Girls Clubs of Greater Washington
    4103 Benning Rd NE
    Washington,DC20019
      PC Support programs designed to address needs of at-risk children in Washington, DC 10,000
    The Marshall Project
    156 W 56th Street Suite 701
    New York,NY10019
      PC "Changing the Narrative on Criminal Justice" Speaker Series 200,000
    The New Press
    120 Wall Street 31st Floor
    New York,NY10005
      PC To publish a book by Danielle Sered, Executive Director of Common Justice 25,000
    The Praxis Project
    7731 Alaska Avenue NW
    Washington,DC20012
      PC Support for the UndocuBlack Network 32,617
    The Schubert Club
    Landmark Center 75 5th Street East
    302
    St Paul,MN55102
      PC Educational programs 2,500
    Tides Center
    PO Box 29907
    San Francisco,CA94129
      PC Program support for the Black Census Project 200,000
    Tides Center
    PO Box 29907
    San Francisco,CA94129
      PC Support for Californians for Safety and Justice 200,000
    Tides Center
    PO Box 29907
    San Francisco,CA94129
      PC Program support to develop and drive criminal justice efforts in target states 750,000
    Trinity Boston Foundation
    206 Clarendon St
    Boston,MA02116
      PC General Support 7,500
    Tufts University
    Lincoln Filene Hall
    Medford,MA02155
      PC Support of CIRCLE at Tufts University's Tisch College 7,500
    Twin Cities Rise
    800 Washington Ave N Suite 203
    Minneapolis,MN55401
      PC General Support 2,500
    Union Theological Seminary
    3041 Broadway
    New York,NY10027
      PC Support for Poor People's Campaign 2,500
    United States Committee for UNICEF
    333 East 38th Street
    New York,NY10016
      PC Support for Kids in Need of Desks 55
    United Workers Association
    PO Box 41547
    Baltimore,MD21203
      PC General Support 200,000
    United Workers Association
    PO Box 41547
    Baltimore,MD21203
      PC Program support for a workers' rights coalition 200,000
    Urban Institute
    2100 M Street NW
    Washington,DC20037
      PC Support for research and efforts to close youth prisons and invest in community programs 250,000
    Vera Institute of Justice Inc
    233 Broadway 12th Floor
    New York,NY10279
      PC Support for state-based efforts to increase access to prison-based college education 1,000,000
    Violence Policy Center
    1025 Connecticut Ave NW Suite 1210
    Washington,DC20036
      PC General Support 2,500
    Voice of the Experienced
    2022 St Bernard Ave Suite 307
    New Orleans,LA70116
      PC General Support 385,000
    W Haywood Burns Institute
    475 14th Street Suite 800
    Oakland,CA94612
      PC Support for a research network to focus on structural racism in the administration of youth justice 500,000
    Washington Humane Society
    71 Oglethorpe St NW
    Washington,DC20011
      PC General Support 100
    Washington Office on Latin America
    1666 Connecticut Avenue NW Suite 40
    0
    Washington,DC20009
      PC Support WOLA's research and programs throughout the Americas 2,500
    Washington Performing Arts
    1400 K Street NW Suite 500
    Washington,DC20005
      PC General Support 8,500
    Washington Regional Association of Grantmakers
    1400 Sixteenth Street NW Suite 740
    Washington,DC20036
      PC General Support 21,500
    Working Partnerships USA
    2102 Almaden Road Suite 112
    San Jose,CA95125
      PC General Support and Program Support for the Marking Work Pay Coalition 600,000
    Worksafe
    1736 Franklin St Suite 500
    Oakland,CA94612
      PC General Support 200,000
    Youth Policy Institute of Iowa
    6200 Aurora Avenue
    Des Moines,IA50322
      PC Youth Justice Work Group of the Youth Transition Funders Group 15,000
    Youth Radio
    1701 Broadway
    Oakland,CA94612
      PC Program support to develop a National Youth Justice Desk 300,000
    Total .................................bullet 3a 21,633,604
    bApproved for future payment
    American Friends Service Committee
    1501 Cherry Street
    Philadelphia,PA19102
      PC Support for statewide sentencing reform in Arizona 242,000
    Center for Public Integrity
    910 17th Street 7th floor
    Washington,DC20006
      PC Support for investigative journalism with a workers' rights reporting beat 150,000
    Community Connections for Youth
    369 East 149th Street 7th Floor
    Bronx,NY10455
      PC Support for technical assistance and training on community capacity for youth 100,000
    Michigan Council on Crime and Delinquency
    1679 Broadway Street
    Ann Arbor,MI48105
      PC Program support for efforts to raise the age of juvenile court jurisdiction to 18 in Michigan 180,000
    Northwest Employment Education and Defense Fund
    812 SW Washington Suite 225
    Portland,OR97205
      PC General Support 100,000
    Northwest Employment Education and Defense Fund
    812 SW Washington Suite 225
    Portland,OR97205
      PC Program support for state policy coalition 100,000
    Texas Criminal Justice Coalition
    1714 Fortview Road Suite 104
    Austin,TX78704
      PC Support for youth justice program for work to raise the age of juvenile jurisdiction to 18 125,000
    Texas Criminal Justice Coalition
    1714 Fortview Road Suite 104
    Austin,TX78704
      PC General Support 300,000
    United Support and Memorial for Workplace Fatalities
    2837 Yellowstone PKWY
    Lexington,KY40517
      PC General Support 75,000
    Total .................................bullet 3b 1,372,000
    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 ...........
             
    4 Dividends and interest from securities....     14 3,155,123  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 0  
    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 31,991,549  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION INCOME
        1 35,675  
    bPARTNERSHIP INCOME/(LOSS) 523000 -205,754 14 17,140,895  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -205,754 52,323,242 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    52,117,488
    (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)
    Yes
     
    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
    1b(6) 2,114 GREATER WASHINGTON SOCIETY OF CPA'S MEMBERSHIP DUES, CONFERENCE REGISTRATION
    1b(6) 1,155 AMERICAN INSTITUTE OF CPA'S MEMBERSHIP DUES
    1b(6) 3,308 SOCIETY FOR HUMAN RESOURCE MANAGEMENT MEMBERSHIP DUES, CONFERENCE REGISTRATION
    1b(6) 150 AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES MEMBERSHIP DUES, JOB POSTING
    1b(6) 349 PROFESSIONAL CONVENTION MANAGEMENT ASSOCIATION JOB POSTING
    1b(6) 200 EVENT INDUSTRY COUNCIL JOB POSTING
    1b(6) 690 AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES JOB POSTING
    1b(6) 345 ASSOCIATION OF FUNDRAISING PROFESSIONALS JOB POSTING
    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: 17005876
    Software Version: 2017v2.2


    Form 990PF - Special Condition Description:
    Special Condition Description