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 01-01-2019 , and ending 12-31-2019
Name of foundation
THE BARRA FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)200 W LANCASTER AVENUE NO 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WAYNE, PA19087
A Employer identification number

23-6277885
B Telephone number (see instructions)

(610) 964-7601
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$91,419,427J 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) 11,100
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 612,469 1,674,145  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,127,737
b Gross sales price for all assets on line 6a 15,614,622
7 Capital gain net income (from Part IV, line 2)... 2,827,680
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,359,660 133,061  
12 Total. Add lines 1 through 11........ 6,110,966 4,634,886  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 271,225 65,094   206,131
14 Other employee salaries and wages...... 263,365 0   263,365
15 Pension plans, employee benefits....... 15,016 0   15,016
16a Legal fees (attach schedule)......... Click to see attachment 1,800 0   1,800
b Accounting fees (attach schedule)....... Click to see attachment 24,337 0   24,337
c Other professional fees (attach schedule).... Click to see attachment 371,360 211,198   160,162
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 49,515 57,317   28,435
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 33,559 0   33,559
21 Travel, conferences, and meetings....... 19,119 0   19,119
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 37,180 72,308   36,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,086,476 405,917   788,424
25 Contributions, gifts, grants paid....... 3,551,573 3,551,573
26 Total expenses and disbursements. Add lines 24 and 25 4,638,049 405,917   4,339,997
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,472,917
b Net investment income (if negative, enter -0-) 4,228,969
c Adjusted net income (if negative, enter -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............. 8,277 170,764 170,764
2 Savings and temporary cash investments.........   794,175 794,175
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment38,176,587 44,339,702
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment7,601,915 12,502,175
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 78,462,542 Click to see attachment33,200,295 33,362,611
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment250,000 Click to see attachment250,000 Click to see attachment250,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 78,720,819 80,193,736 91,419,427
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 78,720,819 80,193,736
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)..... 78,720,819 80,193,736
30 Total liabilities and net assets/fund balances (see instructions). 78,720,819 80,193,736
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
78,720,819
2
Enter amount from Part I, line 27a .....................
2
1,472,917
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
80,193,736
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
80,193,736
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      
b LP 30-0795332 SHORT-TERM LOSS P    
c LP 83-2790202 SHORT-TERM LOSS P    
d LP 04-3237387 SHORT-TERM LOSS P    
e LP 36-7205063 SHORT-TERM GAIN P    
LP 81-2829807 SHORT-TERM LOSS P    
LP 26-1412407 SHORT-TERM LOSS P    
LP 45-2832612 SHORT-TERM GAIN P    
LP 20-513649 SHORT-TERM GAIN P    
LP 98-1186758 LONG-TERM LOSS P    
LP 30-0795332 LONG-TERM LOSS P    
LP 83-2790116 LONG-TERM LOSS P    
LP 83-2790202 LONG-TERM LOSS P    
LP 04-3237387 LONG-TERM GAIN P    
LP 36-7205063 LONG-TERM GAIN P    
LP 81-2829807 LONG-TERM GAIN P    
LP 26-1412407 LONG-TERM GAIN P    
LP 45-2832612 LONG-TERM GAIN P    
LP 20-513649 LONG-TERM GAIN P    
LP 83-2790116 SEC 1231 LOSS P    
LP 83-2790202 SEC 1231 LOSS P    
LP 81-2829807 SEC 1231 LOSS P    
LP 26-1412407 SEC 1231 LOSS P    
LP 20-513649 SEC 1231 LOSS P    
LP 98-1137301 LONG-TERM GAIN P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,326,150   13,486,885 1,839,265
b     12,278 -12,278
c     5,300 -5,300
d     10,834 -10,834
e 4,182     4,182
    135 -135
    269 -269
1     1
31     31
    4,666 -4,666
    159,399 -159,399
    813 -813
    10,554 -10,554
273,462     273,462
143,750     143,750
37,918     37,918
3,540     3,540
6     6
17,716     17,716
    296 -296
    33,250 -33,250
    2,376 -2,376
    2 -2
    931 -931
460,440     460,440
288,472     288,472
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       1,839,265
b       -12,278
c       -5,300
d       -10,834
e       4,182
      -135
      -269
      1
      31
      -4,666
      -159,399
      -813
      -10,554
      273,462
      143,750
      37,918
      3,540
      6
      17,716
      -296
      -33,250
      -2,376
      -2
      -931
      460,440
      288,472
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 2,827,680
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 4,576,475 92,503,074 0.049474
2017 4,313,216 89,285,765 0.048308
2016 4,439,360 85,851,119 0.051710
2015 4,279,826 94,813,275 0.045140
2014 4,778,590 96,395,384 0.049573
2
Total of line 1, column (d) .....................
2
0.244205
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
0.048841
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
87,987,224
5
Multiply line 4 by line 3......................
5
4,297,384
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
42,290
7
Add lines 5 and 6........................
7
4,339,674
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,339,997
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 42,290
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 42,290
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 42,290
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 43,419
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 32,800
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,219
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 33,929
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet33,929 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)
    bulletDE, PA
    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.BARRAFOUNDATION.ORG
    14
    The books are in care ofbulletKRISTINA L WAHL Telephone no.bullet (610) 964-7601

    Located atbullet200 W LANCASTER AVENUE NO 202WAYNEPA ZIP+4bullet19087
    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
     
    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
     
     
    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
    Yes
     
    .........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). Click to see attachment
    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
    KRISTINA L WAHL PRESIDENT, TREASURER
    40.00     		256,500 14,725 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    ROBERT L MCNEIL III CHAIRMAN
    5.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    VICTORIA MCNEIL LE VINE SECRETARY
    1.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    PATRICK P COYNE ASSISTANT TREASURER
    1.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    MATTHEW BERGHEISER DIRECTOR
    1.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    DONNA M DE CAROLIS DIRECTOR
    1.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    MICHAEL DIPIANO DIRECTOR
    1.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    VALERIE V GAY DIRECTOR
    1.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    STACY E HOLLAND DIRECTOR
    1.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    JOANNA MCNEIL LEWIS DIRECTOR
    1.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    ELEANOR LEWIS DIRECTOR
    1.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    LAURA A WILLIAMSON DIRECTOR
    1.00     		0 0 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    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
    KRISTI M POLING EMPLOYEE
    40.00     		119,693 8,366 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    LINDA RICH EMPLOYEE
    40.00     		66,960 3,393 0
    200 W LANCASTER AVENUE SUITE 202
    WAYNE,PA19087
    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
    COLONIAL CONSULTING LLC INVESTMENT ADVISORY 101,673
    750 THIRD AVENUE 20TH FLOOR
    NEW YORK,NY10017
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    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
    32,643,890
    b
    Average of monthly cash balances.......................
    1b
    1,554,170
    c
    Fair market value of all other assets (see instructions)................
    1c
    55,129,071
    d
    Total (add lines 1a, b, and c).........................
    1d
    89,327,131
    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
    89,327,131
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,339,907
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    87,987,224
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,399,361
    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
    4,399,361
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    42,290
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    42,290
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,357,071
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,357,071
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,357,071
    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
    4,339,997
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,339,997
    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
    42,290
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,297,707
    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 4,357,071
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 842,697
    b Total for prior years:20, 20, 20 0
    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........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 4,339,997
    a Applied to 2018, but not more than line 2a 842,697
    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..... 3,497,300
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		859,771
    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) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    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
     
    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
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the 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:
    WWWBARRAFOUNDATIONORG BARRA FOUNDAT
    200 W LANCASTER AVENUE SUITE 200
    WAYNE,PA19087
    (610) 964-7601
    bThe form in which applications should be submitted and information and materials they should include:
    ALL LETTERS OF INQUIRY MUST BE SUBMITTED THROUGH AN ONLINE SYSTEM AT WWW.BARRAFOUNDATION.ORG. THE LOI MUST INCLUDE INFORMATION ABOUT THE TYPE OF REQUEST, TIMEFRAME, TARGETED AUDIENCE, ETC.
    cAny submission deadlines:
    NO FORMAL SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE RESTRICTED TO THE GREATER PHILADELPHIA REGION. THE PRIMARY FOCUS OF THE FOUNDATION IS ON INNOVATION IN AND ACROSS THE FIELDS OF ARTS & CULTURE, EDUCATION, HEALTH AND HUMAN SERVICES. PLEASE SEE WWW.BARRAFOUNDATION.ORG FOR FURTHER INFORMATION.
    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
    1812 PRODUCTIONS
    2329 SOUTH 3RD STREET
    PHILADELPHIA,PA19148     		  PC ENTITY SUPPORT 9,000
    ACHIEVE NOW
    1735 MARKET STREET STE A500
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT 9,000
    AFRICAN FAMILY HEALTH ORGANIZATION
    4415 CHESTNUT STREET SUITE 202
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT 9,000
    AGNES IRWIN SCHOOL
    275 S ITHAN AVENUE
    BRYN MAWR,PA19010     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    AIDS LAW PROJECT OF PENNSYLVANIA
    1211 CHESTNUT STREET SUITE 600
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT 9,000
    AIM ACADEMY
    1200 RIVER ROAD
    CONSHOHOCKEN,PA19428     		  PC AIM PATHWAYS ONLINE PLATFORM 150,000
    ARCHIVES OF AMERICAN ART
    PO BOX 37102 MRC 937 VICTOR
    BUILDING SUITE 2200
    WASHINGTON,DC200137012     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    ARS NOVA WORKSHOP
    1909 S 9TH STREET BOK 113
    PHILADELPHIA,PA19148     		  PC ENTITY SUPPORT 9,000
    ART SANCTUARY
    628 SOUTH 16TH STREET
    PHILADELPHIA,PA19146     		  PC ENTITY SUPPORT 9,000
    ART-REACH
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT - STAFF GRANT 600
    ARTWELL
    100 W OXFORD STREET SUITE E-1200
    PHILADELPHIA,PA19122     		  PC ENTITY SUPPORT 9,000
    ASIAN ARTS INITIATIVE
    1219 VINE STREET
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT 9,000
    ATTIC YOUTH CENTER
    255 S 16TH STREET
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT 9,000
    BALLETX
    1923 WASHINGTON AVENUE
    PHILADELPHIA,PA19146     		  PC ENTITY SUPPORT 9,000
    BARTRAM'S GARDEN
    5400 LINDBERGH BOULEVARD
    PHILADELPHIA,PA19143     		  PC ENTITY SUPPORT 9,000
    BLACK LILY INC
    1901 S 9TH STREET BOK 314
    PHILADELPHIA,PA19148     		  PC ENTITY SUPPORT 9,000
    BRANDYWINE HEALTH FOUNDATION
    50 S 1ST AVENUE
    COATESVILLE,PA19320     		  PC ENTITY SUPPORT 9,000
    BRINGING HOPE HOME
    641 SWEDESFORD ROAD
    MALVERN,PA19355     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 6,000
    BROAD STREET MINISTRY
    315 S BROAD STREET
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT 9,000
    BRYN MAWR FILM INSTITUTE
    824 W LANCASTER AVENUE
    BRYN MAWR,PA19010     		  PC ENTITY SUPPORT 9,000
    BUCKNELL UNIVERSITY
    ONE DENT DRIVE
    LEWISBURG,PA17837     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    BUILDING 21
    600 WEST GERMANTOWN PIKE STE
    400-144
    PLYMOUTH MEETING,PA19462     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 15,000
    CAMBODIAN ASSOCIATION OF GREATER PHILA
    5412 NORTH 5TH STREET
    PHILADELPHIA,PA19120     		  PC ENTITY SUPPORT 9,000
    CAPTAIN MATT LETOURNEAU MEMORIAL FOUNDATION
    491 BALTIMORE PIKE SUITE 402
    SPRINGFIELD,PA19064     		  PC ENTITY SUPPORT - STAFF GRANT 250
    CATHOLIC SOCIAL SERVICES MONTCO
    222 NORTH 17TH STREET
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT 9,000
    CCATE
    PO BOX 1185
    BLUE BELL,PA19422     		  PC ENTITY SUPPORT - STAFF GRANT 600
    CELEBRATE THE CHILDREN SCHOOL
    230 DIAMOND SPRING RD
    DENVILLE,NJ07834     		  PC ENTITY SUPPORT 1,000
    CENTER FOR ADVOCACY FOR THE RIGHTS AND INTERESTS OF THE ELDERLY (CARIE)
    TWO PENN CENTER 1500 JFK BLVD SUITE
    1500
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT 9,000
    CENTER FOR CREATIVE WORKS
    241 E LANCASTER AVENUE
    WYNNEWOOD,PA19096     		  PC ENTITY SUPPORT 9,000
    CENTER FOR LITERACY
    1420 PINE STREET
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT 9,000
    CENTRAL BEHAVIORAL HEALTH
    1100 POWELL STREET
    NORRISTOWN,PA19401     		  PC ENTITY SUPPORT 9,000
    CEREBRAL PALSY ASSOCIATION OF CHESTER COUNTY INC
    749 SPRINGDALE DRIVE
    EXTON,PA19341     		  PC ENTITY SUPPORT 9,000
    CHESPENN HEALTH SERVICES INC
    744 EAST LINCOLN HIGHWAY
    COATESVILLE,PA19320     		  PC ENTITY SUPPORT 9,000
    CHILD AND FAMILY CONNECTIONS INC
    314 N 12TH STREET SUITE 304
    PHILADELPHIA,PA19107     		  PC SAFETOGETHER 40,000
    CHILDREN'S CRISIS TREATMENT CENTER
    1080 N DELAWARE AVENUE SUITE 600
    PHILADELPHIA,PA19125     		  PC INNOVATIONS IN HEALTHCARE: CREATING A ROAD MAP FOR VALUE-BASED BEHAVIORAL HEALTHCARE DELIVERY 59,000
    CHILDREN'S LITERACY INITIATIVE
    990 SPRING GARDEN STREET SUITE 400
    PHILADELPHIA,PA19123     		  PC ENTITY SUPPORT 9,000
    CODED BY KIDS
    3675 MARKET STREET 200
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT 9,000
    COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION
    1700 SPRING GARDEN STREET
    PHILADELPHIA,PA19130     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    COMMUNITY INTEGRATED SERVICES
    441 N 5TH STREET SUITE 101
    PHILADELPHIA,PA19123     		  PC ENTITY SUPPORT 9,000
    COMMUNITY LEGAL SERVICES
    1424 CHESTNUT STREET
    PHILADELPHIA,PA19102     		  PC MASS EVICTION PREVENTION AND NEIGHBORHOOD PRESERVATION INITIATIVE 134,000
    CONGRESO DE LATINOS UNIDOS INC
    216 W SOMERSET STREET
    PHILADELPHIA,PA19133     		  PC RAPID REHOUSING FOR REUNIFICATION 225,000
    CRESCENDO PHOENIXVILLE
    1601 BRIARWOOD COURT
    PHOENIXVILLE,PA19460     		  PC ENTITY SUPPORT - STAFF GRANT 250
    CULTUREWORKS GREATER PHILADELPHIA
    THE PHILADELPHIA BUILDING 1315
    WALNUT STREET SUITE 320
    PHILADELPHIA,PA191074701     		  PC CULTUREWORKS COPILOT PROGRAM 125,000
    DEPAUL USA
    5725 SPRAGUE STREET
    PHILADELPHIA,PA191381721     		  PC ENTITY SUPPORT 9,000
    DIGNITY HOUSING
    5227 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PC ENTITY SUPPORT - STAFF GRANT 500
    DIVERSIFIED COMMUNITY SERVICES
    MAMIE NICHOLS CENTER 1529 S 22ND
    STREET
    PHILADELPHIA,PA19146     		  PC ENTITY SUPPORT - STAFF GRANT 500
    EASTERN STATE PENITENTIARY HISTORIC SITE INC
    2027 FAIRMOUNT AVENUE
    PHILADELPHIA,PA19130     		  PC ENTITY SUPPORT 9,000
    EMIR-EVERY MURDER IS REAL
    59 E HAINES STREET
    PHILADELPHIA,PA19144     		  PC ENTITY SUPPORT - STAFF GRANT 1,300
    EQUAL ACCESS LEGAL SERVICES
    1500 WALNUT STREET SUITE 700
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    ESPERANZA IMMIGRATION LEGAL SERVICES
    4261 NORTH 5TH STREET
    PHILADELPHIA,PA19140     		  PC ENTITY SUPPORT 9,000
    FACE TO FACE GERMANTOWN
    123 EAST PRICE STREET
    PHILADELPHIA,PA19144     		  PC ENTITY SUPPORT 9,000
    FAIRMOUNT PARK CONSERVANCY
    1617 JOHN F KENNEDY BLVD SUITE 1670
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 20,000
    FIRST PERSON ARTS
    443 W GIRARD AVENUE 2C
    PHILADELPHIA,PA19123     		  PC ENTITY SUPPORT 9,000
    FLEISHER ART MEMORIAL
    719 CATHARINE STREET
    PHILADELPHIA,PA19147     		  PC ENTITY SUPPORT $9,000; ENTITY SUPPORT - DIRECTOR'S GRANT $2,500 11,500
    FOOD CONNECT
    2407 GRAYS FERRY AVENUE
    PHILADELPHIA,PA19146     		  PC FOOD CONNECT 121,050
    FORTRESS ARTS ACADEMY
    PO BOX 19287
    PHILADELPHIA,PA19143     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 17,500
    FREE LIBRARY OF PHILADELPHIA FOUNDATION
    DEVELOPMENT OFFICE 1901 VINE STREET
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT 9,000
    FRINGEARTS
    140 N COLUMBUS BLVD
    PHILADELPHIA,PA191062001     		  PC ENTITY SUPPORT 9,000
    GEARING UP
    718 ARCH STREET SUITE 401N
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT 9,000
    GWYNEDD MERCY ACADEMY HIGH SCHOOL
    1345 SUMNEYTOWN PIKE
    GWYNEDD VALLEY,PA19437     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    HABITAT FOR HUMANITY PHILADELPHIA
    1829 NORTH 19TH STREET
    PHILADELPHIA,PA19121     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 4,000
    HIAS PENNSYLVANIA
    2100 ARCH STREET THIRD FLOOR
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT 9,000
    HOMELESS ADVOCACY PROJECT
    1429 WALNUT STREET 15TH FLOOR
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT 9,000
    HOPE & A FUTURE
    909 W MCDOWELL ROAD
    PHOENIX,AZ85007     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,000
    HOPE SPRINGS EQUESTRIAN THERAPY INC
    POB 156
    CHESTER SPRINGS,PA19425     		  PC ENTITY SUPPORT 9,000
    IMPACT SERVICES CORPORATION
    1952 EAST ALLEGHENY AVENUE
    PHILADELPHIA,PA19134     		  PC COMMUNITY PARTNERSHIP KITCHEN 62,500
    INGLIS FOUNDATION
    2600 BELMONT AVENUE
    PHILADELPHIA,PA19131     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 4,000
    INTERNATIONAL MYELOMA FOUNDATION
    12650 RIVERSIDE DRIVE SUITE 206
    NORTH HOLLYWOOD,CA91607     		  PC ENTITY SUPPORT - STAFF GRANT 2,000
    JOUNCE PARTNERS INC
    2112 LOMBARD STREET
    PHILADELPHIA,PA19146     		  PC FIVE YEAR BUSINESS MODEL CONSULTANT 20,000
    JUSTICE AT WORK
    990 SPRING GARDEN SUITE 300
    PHILADELPHIA,PA19123     		  PC ENTITY SUPPORT 9,000
    KENNETT AREA COMMUNITY SERVICES
    136 WEST CEDAR STREET PO BOX 1025
    KENNETT SQUARE,PA19348     		  PC ENTITY SUPPORT 9,000
    KLEINLIFE
    10100 JAMISON AVENUE
    PHILADELPHIA,PA19116     		  PC ENTITY SUPPORT 9,000
    KULU MELE DANCE ENSEMBLE
    2636 E AUBURN STREET
    PHILADELPHIA,PA19134     		  PC ENTITY SUPPORT 9,000
    KUN-YANG LINDANCERS
    1316 SOUTH 9TH STREET
    PHILADELPHIA,PA19147     		  PC ENTITY SUPPORT 9,000
    LA COMUNIDAD HISPANA
    731 WEST CYPRESS STREET
    KENNETT SQUARE,PA19348     		  PC ENTITY SUPPORT 9,000
    LA SALLE ACADEMY
    1434 N SECOND STREET
    PHILADELPHIA,PA19122     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    LA SALLE UNIVERSITY
    1434 N SECOND STREET
    PHILADELPHIA,PA19122     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    LIVECONNECTIONS
    PO BOX 42796
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT 9,000
    LIVING BEYOND BREAST CANCER
    354 WEST LANCASTER AVENUE SUITE 224
    HAVERFORD,PA19041     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000
    LOCAL INITIATIVES SUPPORT CORPORATION
    718 ARCH STREET SUITE 500 SOUTH
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT 9,000
    LUTHERAN SETTLEMENT HOUSE
    1340 FRANKFORD AVENUE
    PHILADELPHIA,PA19125     		  PC ENTITY SUPPORT 9,000
    MANNA ON MAIN STREET
    606 E MAIN STREET SUITE 1001
    LANSDALE,PA19446     		  PC ENTITY SUPPORT 9,000
    MANNA
    420 NORTH 20TH STREET
    PHILADELPHIA,PA19130     		  PC ENTITY SUPPORT 9,000
    MATERNAL & CHILD HEALTH CONSORTIUM
    30 W BARNARD STREET SUITE 1
    WEST CHESTER,PA19382     		  PC ENTITY SUPPORT 9,000
    MATERNITY CARE COALITION
    2000 HAMILTON STREET SUITE 205
    PHILADELPHIA,PA19130     		  PC ENTITY SUPPORT 9,000
    MAYOR'S FUND FOR PHILADELPHIA
    TWO PENN CENTER 1500 JFK BLVD SUITE
    1412
    PHILADELPHIA,PA19102     		  PC INTEGRATING TECHNOLOGY IN ADULT EDUCATION FOR PHILADELPHIA 15,500
    MENTOR FOR PHILLY DBA COLLEGETOGETHER
    100 S JUNIPER STREET THIRD FLOOR
    PHILADELPHIA,PA19109     		  PC HOSPITALITYTOGETHER $100,000; ENTITY SUPPORT - STAFF GRANT $600 100,600
    MIGHTY WRITERS
    1501 CHRISTIAN STREET
    PHILADELPHIA,PA19146     		  PC ENTITY SUPPORT $9,000; ENTITY SUPPORT - STAFF GRANT $500 9,500
    MISSION INVESTORS EXCHANGE
    1899 L STREET NW SUITE 850
    WASHINGTON,DC20036     		  PC ENTITY SUPPORT 2,000
    MISSION KIDS CHILD ADVOCACY CENTER
    1800 W GERMANTOWN PIKE SUITE 1
    EAST NORRITON,PA19401     		  PC ENTITY SUPPORT 9,000
    MORRIS ANIMAL REFUGE
    1242 LOMBARD STREET
    PHILADELPHIA,PA19147     		  PC ENTITY SUPPORT - STAFF GRANT 500
    MURAL ARTS ADVOCATES
    1727-29 MT VERNON STREET
    PHILADELPHIA,PA19130     		  PC DAY PAY PROGRAM (WORKING NAME) 150,000
    MUSICOPIA INC
    2001 MARKET STREET SUITE 700
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT 9,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE ROAD SUITE 1200
    JENKINTOWN,PA19046     		  PC REBUILD COLLABORATIVE FUND 150,000
    NATIONALITIES SERVICE CENTER
    1216 ARCH STREET 4TH
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT 9,000
    NEED IN DEED
    211 N 13TH STREET SUITE 501
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT 9,000
    NEIGHBORHOOD BIKE WORKS
    3943 LANCASTER AVENUE
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT 9,000
    OPERA PHILADELPHIA
    1420 LOCUST STREET STE 210
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT $5,000; ENTITY SUPPORT - STAFF GRANT $500 5,500
    ORCHESTRA 2001
    PO BOX 7211
    PHILADELPHIA,PA19101     		  PC "COMPOSER AT WORK" WINDOW: PRESENTING AND FUNDING NEW MUSIC FOR NEW AUDIENCES IN NEW WAYS 65,000
    PATHWAYS TO HOUSING PA
    5201 OLD YORK ROAD SUITE 108
    PHILADELPHIA,PA19141     		  PC ENTITY SUPPORT 9,000
    PENN ASIAN SENIOR SERVICES
    6926 OLD YORK ROAD
    PHILADELPHIA,PA19126     		  PC ENTITY SUPPORT 9,000
    PENN MUSEUM
    3260 SOUTH STREET
    PHILADELPHIA,PA19104     		  PC GLOBAL GUIDES: IMMIGRANT STORIES TOUR PROGRAM 65,000
    PENNSYLVANIA ENVIRONMENTAL COUNCIL
    1315 WALNUT STREET SUITE 532
    PHILADELPHIA,PA19107     		  PC PHILADELPHIA STORY TRAILS 50,000
    PENNSYLVANIA HEALTH LAW PROJECT
    123 CHESTNUT STREET
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT 9,000
    PEOPLE'S EMERGENCY CENTER
    325 N 39TH STREET
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    PHILADELPHIA ACADEMIES INC
    1401 WALNUT STREET 9TH FLOOR
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT 9,000
    PHILADELPHIA CHAMBER MUSIC SOCIETY
    1528 WALNUT STREET SUITE 301
    PHILADELPHIA,PA19102     		  PC FULL SEASON CONCERT PASS PROJECT 25,000
    PHILADELPHIA CHILDREN'S ALLIANCE
    300 EAST HUNTING PARK AVENUE
    PHILADELPHIA,PA19124     		  PC ENTITY SUPPORT 9,000
    PHILADELPHIA CONTEMPORARY
    1112 N BODINE STREET
    PHILADELPHIA,PA19123     		  PC CURATOR OF SPOKEN WORD 70,000
    PHILADELPHIA FIGHT
    1233 LOCUST STREET 3RD FLOOR
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT 9,000
    PHILADELPHIA FOLKLORE PROJECT
    735 S 50TH STREET
    PHILADELPHIA,PA19143     		  PC ENTITY SUPPORT 9,000
    PHILADELPHIA FUTURES
    230 S BROAD STREET 7TH FLOOR
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT $9,000; ENTITY SUPPORT - DIRECTOR'S GRANT $10,000 19,000
    PHILADELPHIA HERITAGE CHORALE
    1311 LOMBARD STREET SUITE 506
    PHILADELPHIA,PA19147     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    PHILADELPHIA LAWYERS FOR SOCIAL EQUITY
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT 9,000
    PHILADELPHIA OUTWARD BOUND SCHOOL
    3401 RESERVOIR DRIVE
    PHILADELPHIA,PA19121     		  PC ENTITY SUPPORT 9,000
    PHILADELPHIA PUBLIC SCHOOL NOTEBOOK
    699 RANSTEAD STREET 3RD FLOOR
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT 9,000
    PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS
    321 S 4TH STREET
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT 9,000
    PHILADELPHIA YOUTH NETWORK
    400 MARKET STREET SUITE 200
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT 9,000
    PHILANTHROPY NETWORK GREATER PHILADELPHIA
    230 S BROAD STREET SUITE 402
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT $7,000; ENTITY SUPPORT - STAFF GRANT $1,000 8,000
    PLAYWORKS
    100 W OXFORD STREET SUITE E-3000
    PHILADELPHIA,PA19122     		  PC ENTITY SUPPORT 9,000
    PREVENTION POINT PHILADELPHIA
    2913-2915 KENSINGTON AVENUE
    PHILADELPHIA,PA19134     		  PC ENTITY SUPPORT 9,000
    PRINCESS GRACE FOUNDATION
    150 E 58TH STREET 2504
    NEW YORK,NY10155     		  PC US SCHOLARSHIP - DIRECTOR'S GRANT 15,000
    PROJECT HOME
    1515 FAIRMOUNT AVENUE
    PHILADELPHIA,PA19130     		  PC ENTITY SUPPORT 9,000
    PROSECUTOR IMPACT
    NONPROFIT CENTER 89 SOUTH ST SUITE
    700
    BOSTON,MA02111     		  PC PROSECUTOR IMPACT 100,000
    PUBLIC CITIZENS FOR CHILDREN & YOUTH
    990 SPRING GARDEN STREET SUITE 200
    PHILADELPHIA,PA19123     		  PC ENTITY SUPPORT 9,000
    PUENTES DE SALUD
    1700 SOUTH STREET
    PHILADELPHIA,PA19146     		  PC ENTITY SUPPORT 9,000
    READY WILLING & ABLE PHILADELPHIA
    1221 BAINBRIDGE STREET
    PHILADELPHIA,PA19147     		  PC ENTITY SUPPORT 9,000
    REBUILDING TOGETHER PHILADELPHIA
    4355 ORCHARD STREET SUITE 2R
    PHILADELPHIA,PA19124     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 4,000
    RESEARCH FOR ACTION
    100 S BROAD STREET SUITE 70
    PHILADELPHIA,PA19110     		  PC ENTITY SUPPORT 9,000
    ROCK TO THE FUTURE
    1201 N 3RD STREET 283
    PHILADELPHIA,PA19122     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 4,000
    SCATTERGOOD FOUNDATION
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  PF BUILDING EVALUATION CAPACITY INITIATIVE 2017 102,112
    SCHUYLKILL RIVER DEVELOPMENT CORPORATION
    2401 WALNUT STREET SUITE 603
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    SCIENCE LEADERSHIP ACADEMY
    1482 GREEN STREET
    PHILADELPHIA,PA19130     		  PC ENTITY SUPPORT - STAFF GRANT 600
    SCRIBE VIDEO CENTER
    3908 LANCASTER AVENUE
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT 9,000
    SEAMAAC INC
    1711 S BROAD STREET
    PHILADELPHIA,PA19148     		  PC ENTITY SUPPORT 9,000
    SETTLEMENT MUSIC SCHOOL
    416 QUEEN STREET
    PHILADELPHIA,PA19147     		  PC ENTITY SUPPORT 9,000
    SMITH MEMORIAL PLAYGROUND AND PLAYHOUSE
    3500 RESERVOIR DRIVE
    PHILADELPHIA,PA19121     		  PC ENTITY SUPPORT 9,000
    SPIRAL Q PUPPET THEATER
    4100 HAVERFORD AVENUE
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT 9,000
    SPRINGBOARD COLLABORATIVE
    1500 JFK BLVD SUITE 1160
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT 9,000
    SQUASHSMARTS INC
    3890 N 10TH STREET
    PHILADELPHIA,PA19140     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 4,000
    ST PAUL'S BAPTIST CHURCH
    1000 WALLACE STREET
    PHILADELPHIA,PA19123     		  PC ENTITY SUPPORT - STAFF GRANT 1,200
    SUMMER SEARCH PHILADELPHIA
    1528 WALNUT STREET SUITE 1006
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT 9,000
    SUPPORT CENTER FOR CHILD ADVOCATES
    1617 JFK BLVD SUITE 1200
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT 9,000
    TALLER PUERTORRIQUENO
    2600 N 5TH STREET
    PHILADELPHIA,PA19133     		  PC ENTITY SUPPORT 9,000
    TEMPLE UNIVERSITY
    1755 N 13TH STREET SUITE 411 S
    PHILADELPHIA,PA191226003     		  PC REVOLUTIONIZING ARTS ACCESSIBILITY THROUGH AUGMENTED REALITY TECHNOLOGY 125,000
    THE ASPEN INSTITUTE
    2300 N STREET NW 8TH FLOOR
    WASHINGTON,DC20037     		  PC ENTITY SUPPORT 7,500
    THE COMMON MARKET
    428 E ERIE AVENUE
    PHILADELPHIA,PA19134     		  PC ENTITY SUPPORT 9,000
    THE ENTERPRISE CENTER COMMUNITY DEVELOPMENT CORPORATION
    4548 MARKET STREET
    PHILADELPHIA,PA19139     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    THE FOOD TRUST
    1617 JOHN F KENNEDY BLVD SUITE 900
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT 9,000
    THE FRANKLIN INSTITUTE
    220 NORTH 20TH STREET
    PHILADELPHIA,PA19103     		  PC NOW/NEXT PROGRAM 75,000
    THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA
    30 S 17TH STREET 11TH FL C/O DUANE
    MORRIS
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    THE GRADUATE NETWORK
    1635 MARKET STREET
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT 9,000
    THE HAND2PAW FOUNDATION
    PO BOX 40122
    PHILADELPHIA,PA191060122     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 20,000
    THE LEGAL CLINIC FOR THE DISABLED
    1513 RACE STREET
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT 9,000
    THE PENNSBURY SOCIETY
    400 PENNSBURY MEMORIAL ROAD
    MORRISVILLE,PA19021     		  PC ENTITY SUPPORT 9,000
    THE PENNSYLVANIA PRISON SOCIETY
    230 S BROAD STREET SUITE 605
    PHILADELPHIA,PA19102     		  PC REVOLUTIONIZING PRISON OVERSIGHT IN THE AGE OF MASS INCARCERATION 82,906
    THE PHILADELPHIA FOUNDATION
    1835 MARKET STREET SUITE 2410
    PHILADELPHIA,PA191032968     		  PC NON-PROFIT REPOSITIONING FUND II 100,000
    THE VILLAGE OF ARTS & HUMANITIES
    2506 N ALDER STREET
    PHILADELPHIA,PA19133     		  PC ENTITY SUPPORT 9,000
    THEATRE HORIZON
    401 DEKALB STREET
    NORRISTOWN,PA19401     		  PC ENTITY SUPPORT 9,000
    THEATRE PHILADELPHIA
    1315 WALNUT STREET SUITE 732
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT 750
    THOMAS JEFFERSON UNIVERSITY
    125 SOUTH NINTH STREET SUITE 600
    PHILADELPHIA,PA19107     		  PC LOWERING BARRIERS, SAVING LIVES, RECLAIMING HEALTH: AN INTEGRATED PRIMARY & BH CARE PROGRAM 56,255
    TINY WPA
    3021 W STILES STREET
    PHILADELPHIA,PA19121     		  PC ENTITY SUPPORT 9,000
    TURNING POINTS FOR CHILDREN
    415 S 15TH STREET
    PHILADELPHIA,PA19146     		  PC TURNING POINTS YVLIFESET 70,000
    TWELVE GATES ARTS
    106 N 2ND STREET
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT 9,000
    UNIVERSITY CITY DISTRICT
    3940 CHESTNUT STREET
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT $9,000; ENTITY SUPPORT - DIRECTOR'S GRANT $10,000 19,000
    UNIVERSITY CITY SCIENCE CENTER
    3675 MARKET STREET SUITE 400
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,000
    UNIVERSITY OF PENNSYLVANIA GRADUATE SCHOOL OF EDUCATION
    3700 WALNUT STREET
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT 9,000
    UPLIFT CENTER FOR GRIEVING CHILDREN
    3300 HENRY AVENUE SUITE 110
    PHILADELPHIA,PA19129     		  PC ENTITY SUPPORT 9,000
    URBAN TREE CONNECTION
    1445 N 52ND STREET
    PHILADELPHIA,PA19131     		  PC ENTITY SUPPORT 9,000
    URBANE DEVELOPMENT GROUP LTD
    135 MADISON AVENUE 8TH FLOOR
    NEW YORK,NY10016     		  PC ENTITY SUPPORT 3,000
    VETRI COMMUNITY PARTNERSHIP
    211 N 13TH STREET SUITE 303
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT $9,000; ENTITY SUPPORT - DIRECTOR'S GRANT $20,000 29,000
    VNA - COMMUNITY SERVICES INC
    1421 HIGHLAND AVENUE
    ABINGTON,PA19001     		  PC ENTITY SUPPORT 9,000
    WHYY INC
    INDEPENDENCE MALL WEST 150 N 6TH
    STREET
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT - STAFF GRANT 500
    WOMEN AGAINST ABUSE INC
    100 S BROAD STREET SUITE 1341
    PHILADELPHIA,PA19110     		  PC ENTITY SUPPORT 9,000
    WOMEN'S CENTER OF MONTGOMERY COUNTY
    8080 OLD YORK ROAD SUITE 200
    ELKINS PARK,PA19027     		  PC ENTITY SUPPORT 9,000
    WOODLANDS TRUST FOR HISTORIC PRESERVATION
    4000 WOODLAND AVENUE
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT $9,000; ENTITY SUPPORT - STAFF GRANT $600 9,600
    WOODLYNDE SCHOOL
    445 UPPER GULPH ROAD
    STRAFFORD,PA19087     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 15,000
    YOUTH EMPOWERMENT SERVICES
    2709 N BROAD STREET 4TH FLOOR
    PHILADELPHIA,PA19132     		  PC ENTITY SUPPORT 9,000
    YOUTH UNITED FOR CHANGE
    1910 N FRONT STREET
    PHILADELPHIA,PA19122     		  PC ENTITY SUPPORT 9,000
    Total .................................bullet 3a 3,551,573
    bApproved for future payment
    CHILDREN'S CRISIS TREATMENT CENTER
    1080 N DELAWARE AVENUE SUITE 600
    PHILADELPHIA,PA19125     		  PC INNOVATIONS IN HEALTHCARE: CREATING A ROAD MAP FOR VALUE-BASED BEHAVIORAL HEALTHCARE DELIVERY 250,000
    COMMUNITY LEGAL SERVICES
    1424 CHESTNUT STREET
    PHILADELPHIA,PA19102     		  PC MASS EVICTION PREVENTION AND NEIGHBORHOOD PRESERVATION INITIATIVE 125,000
    IMPACT SERVICES CORPORATION
    1952 EAST ALLEGHENY AVENUE
    PHILADELPHIA,PA19134     		  PC KENSINGTON CORRIDOR TRUST 287,500
    THE FRANKLIN INSTITUTE
    220 NORTH 20TH STREET
    PHILADELPHIA,PA19103     		  PC NOW/NEXT PROGRAM 75,000
    Total .................................bullet 3b 737,500
    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....     14 612,469  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     01 3,359,344  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,127,737  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCREDIT CARD CREDIT     		    01 316  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 6,099,866 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,099,866
    (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