-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE FORST FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
601 OFFICE CENTER DRIVE NO 300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WASHINGTON
,
PA
19034
A Employer identification number
23-7685957
B
Telephone number (see instructions)
(215) 881-4639
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
7,499,095
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
375,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
138,830
138,830
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
465,276
b
Gross sales price for all assets on line 6a
2,990,978
7
Capital gain net income (from Part IV, line 2)
...
465,276
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)
.......
2,963
2,463
12
Total.
Add lines 1 through 11
........
982,069
606,569
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
3,255
0
3,255
c
Other professional fees (attach schedule)
....
1,407
1,407
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
4,428
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
9,090
1,407
3,255
25
Contributions, gifts, grants paid
.......
360,666
360,666
26
Total expenses and disbursements.
Add lines 24 and 25
369,756
1,407
363,921
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
612,313
b
Net investment income
(if negative, enter -0-)
605,162
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
769,712
790,057
790,057
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
5,615,762
6,207,730
6,709,038
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
6,385,474
6,997,787
7,499,095
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
6,385,474
6,997,787
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
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)
.....
6,385,474
6,997,787
30
Total liabilities and net assets/fund balances
(see instructions)
.
6,385,474
6,997,787
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
6,385,474
2
Enter amount from Part I, line 27a
.....................
2
612,313
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
6,997,787
5
Decreases not included in line 2 (itemize)
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
6,997,787
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
CAPITAL GAINS DIVIDENDS
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
2,920,404
2,525,702
394,702
b
70,574
70,574
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
394,702
b
70,574
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
465,276
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
...................
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?
Yes
No
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
325,022
6,450,311
0.050389
2017
312,637
5,944,150
0.052596
2016
268,280
5,118,173
0.052417
2015
106,117
3,266,213
0.032489
2014
126,762
2,826,050
0.044855
2
Total
of line 1, column (d)
.....................
2
0.232746
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
0.046549
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
6,780,963
5
Multiply line 4 by line 3
......................
5
315,647
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
6,052
7
Add lines 5 and 6
........................
7
321,699
8
Enter qualifying distributions from Part XII, line 4
,.............
8
363,921
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
and enter “N/A" on line 1.
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
6,052
here
and 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
6,052
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
6,052
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
3,560
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
3,560
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
16
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
2,508
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see 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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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 address
N/A
14
The books are in care of
KAREN O'NEILL
Telephone no.
(215) 881-4639
Located at
601 OFFICE CENTER DRIVE NO 300
FORT WASHINGTON
PA
ZIP+4
19034
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
KAREN O'NEILL
TRUSTEE
1.00
0
0
0
601 OFFICE CENTER DRIVE SUITE 300
FORT WASHINGTON
,
PA
19034
THOMAS FORST
TRUSTEE
1.00
0
0
0
601 OFFICE CENTER DRIVE SUITE 300
FORT WASHINGTON
,
PA
19034
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
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
6,243,459
b
Average of monthly cash balances
.......................
1b
640,767
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
6,884,226
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
6,884,226
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
103,263
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
6,780,963
6
Minimum investment return.
Enter 5% of line 5
..................
6
339,048
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
339,048
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
6,052
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,052
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
332,996
4
Recoveries of amounts treated as qualifying distributions
................
4
500
5
Add lines 3 and 4
............................
5
333,496
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
333,496
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
363,921
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
363,921
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
6,052
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
357,869
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
333,496
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
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
12,135
d
From 2017
......
20,781
e
From 2018
......
9,566
f
Total
of lines 3a through e
........
42,482
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
363,921
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
.....
333,496
e
Remaining amount distributed out of corpus
30,425
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
72,907
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
72,907
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
12,135
c
Excess from 2017
....
20,781
d
Excess from 2018
....
9,566
e
Excess from 2019
....
30,425
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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)
a
Paid during the year
11 DAY POWER PLAY INC
126 DEVONSHIRE ROAD
TONAWANDA
,
NY
142231945
PC
OPERATING SUPPORT
250
ALETHEIA TAMPA PREGNANCY CENTER
2255 ASHLEY OAKS CIRCLE SUITE 102
WESLEY CHAPEL
,
FL
33544
PC
OPERATING SUPPORT
1,000
ALS FAMILY CHARITABLE FOUNDATION
ONE TROWBRIDGE ROAD SUITE 322
BOURNE
,
MA
02532
PC
OPERATING SUPPORT
250
ALS OF GREATER PHILADELPHIA CHAPTER
321 NORRISTOWN ROAD SUITE 260
AMBLER
,
PA
19002
PC
OPERATING SUPPORT
500
ALTERNATIVES FOR CHILDREN
14 RESEARCH WAY
E SETAUKET
,
NY
01173
PC
OPERATING SUPPORT
1,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVENUE
CHICAGO
,
IL
60601
PC
OPERATING SUPPORT
250
ALZHEIMER'S ASSOCIATION OF WESTERN NEW YORK
6215 SHERIDAN DIVE SUITE 100
WILLIAMSVILLE
,
NY
14221
PC
OPERATING SUPPORT
250
AMERICAN CANCER SOCIETY
PO BOX 8008
DUBLIN
,
OH
430162008
PC
OPERATING SUPPORT
1,000
AMERICAN HEART ASSOCIATION MIDWEST AFFLILIATE
6800 WEST 93RD STREET
OVERLAND PARK
,
KS
66212
PC
OPERATING SUPPORT
1,250
AMERICAN LEGION
PO BOX 314
MANCHACA
,
TX
78652
PC
OPERATING SUPPORT
750
ANN'S CHOICE BENEVOLENT FUND
3000 ANNS CHOICE WAY
WARMINSTER
,
PA
18974
PC
OPERATING SUPPORT
500
ASU FOUNDATION INC
PO BOX 32176
BOONE
,
NC
23608
PC
OPERATING SUPPORT
1,000
ARCTIC LIGHTS PRODUCTIONS INC
111 CORNELL DRIVE
VOORHEES
,
NJ
08043
PC
OPERATING SUPPORT
4,645
AUTISM UP
855 PUBLISHERS PARKWAY
WEBSTER
,
NY
14580
PC
OPERATING SUPPORT
500
BACHAO
155 N LAKE AVENUE SUITE 600
PASADENA
,
CA
91101
PC
OPERATING SUPPORT
1,000
BANKBRIDGE DEVELOPMENT CENTER
550 SALINA ROAD
SEWELL
,
NJ
08080
PC
OPERATING SUPPORT
5,000
BAPS CHARITIES
81 SUTTONS LANE SUITE 103
PISCATAWAY
,
NJ
08854
PC
OPERATING SUPPORT
1,000
BE PART OF THE CONVERSATION
1225 MONTROSE AVENUE
BRYN MAWR
,
PA
19010
PC
OPERATING SUPPORT
550
BERKSHIRE CHILDREN AND FAMILIES INC
480 WEST STREET SUITE 2
PITTSFIELD
,
MA
012015784
PC
OPERATING SUPPORT
1,000
BIG BEND HOSPICE FOUNDATION
1723 MAHAN CENTER BLVD
TALLAHASSEE
,
FL
32303
PC
OPERATING SUPPORT
1,000
BIG BROTHERS BIG SISTERS OF CAPE COD & THE ISLANDS
25 FEDERAL STREET
BOSTON
,
MA
02110
PC
OPERATING SUPPORT
500
BIRTHDAY WISHES
24 SUPERIOR DRIVE SUITE B1
NATICK
,
MA
01760
PC
OPERATING SUPPORT
781
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DRIVE SUITE 602
BOSTON
,
MA
02215
PC
OPERATING SUPPORT
1,000
BOSTON MARATHON JIMMY FUND WALK
10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE
,
MA
02445
PC
OPERATING SUPPORT
250
BOYS AND GIRLS CLUB OF CLEVELAND
4111 PEARL AVENUE
LORAIN
,
OH
44055
PC
OPERATING SUPPORT
250
BOYS TOWN NORTH FLORIDA INC
3555 COMMONWEALTH BLVD
TALLAHASSEE
,
FL
32303
PC
OPERATING SUPPORT
1,000
BRIANA MARIE COX FOUNDATION
286 KENSINGTON WAY
ROYAL PALM BEACH
,
FL
33414
PC
OPERATING SUPPORT
500
BRIAR BUSH NATURE CENTER
1212 EDGE HILL ROAD
ABINGTON
,
PA
19001
PC
OPERATING SUPPORT
1,500
BUCKHORN COMMUNITY VOLUNTEER FIRE COMPANY
19 FIREHALL ROAD
BLOOMSBURG
,
PA
17815
PC
OPERATING SUPPORT
2,000
BUILD A MIRACLE
10755 SCRIPPS POWAY PARKWAY 490
SAN DIEGO
,
CA
92131
PC
OPERATING SUPPORT
150
CARDINAL OHARA HIGH SCHOOL
39 OHARA ROAD
TONAWANDA
,
NY
142231945
PC
OPERATING SUPPORT
250
CARON TREATMENT CENTERS
PO BOX 150 GALEN HALL ROAD
WERNERSVILLE
,
PA
19565
PC
OPERATING SUPPORT
250
CATHOLIC SOCIAL SERVICES
222 NORTH 17TH STREET 3RD FLOOR
PHILADELPHIA
,
PA
19103
PC
OPERATING SUPPORT
500
CENTER CITY DISTRICT FOUNDATION
660 CHESTNUT STREET
PHILADELPHIA
,
PA
19106
PC
OPERATING SUPPORT
5,000
CENTRAL ILLINOIS FOODBANK
PO BOX 8228
SPRINGFIELD
,
IL
62791
PC
OPERATING SUPPORT
300
CHELTENHAM SCHOOL DISTRICT FOUNDATION
2000 ASHBOURNE ROAD
ELKINS PARK
,
PA
19027
PC
OPERATING SUPPORT
5,000
CITYTEAM
2304 ZANKER ROAD
SAN JOSE
,
CA
95131
PC
OPERATING SUPPORT
1,000
CLEAN SLATE LIVING
PO BOX 421
BOHEMIA
,
NY
11716
PC
OPERATING SUPPORT
1,000
COMMUNITY FOOD BANK OF NJ
31 EVANS TERMINAL
HILLSIDE
,
NJ
07205
PC
OPERATING SUPPORT
500
COMMUNITY HARVEST PROJECT
37 WHEELER ROAD
NORTH GRAFTON
,
MA
01536
PC
OPERATING SUPPORT
500
COMMUNITY HEALTH NET
1201 STATE STREET
ERIE
,
PA
165011914
PC
OPERATING SUPPORT
250
COMPASSION CORPS
PO BOX 103
CHESTER HEIGHTS
,
PA
19017
PC
OPERATING SUPPORT
1,000
COVENANT HOUSE
5 PENN PLAZA
NEW YORK
,
NY
10001
PC
OPERATING SUPPORT
360
CRANFORD FUND FOR EDUCATIONAL EXCELLENCE
PO BOX 1627
CRAWFORD
,
NJ
07016
PC
OPERATING SUPPORT
250
DAKIN HUMANE SOCIETY
PO BOX 6307
SPRINGFIELD
,
MA
011016307
PC
OPERATING SUPPORT
500
DANNY'S HOUSE
45 W UPSAL STREET
PHILADELPHIA
,
PA
19119
PC
OPERATING SUPPORT
16,000
DDC CLINIC FOR SPECIAL NEEDS CHILDREN
14567 MADISON ROAD
MIDDLEFIELD
,
OH
44062
PC
OPERATING SUPPORT
650
DEBORAH HOSPITAL FOUNDATION
212 TRENTON ROAD
BROWNS MILLS
,
NJ
08015
PC
OPERATING SUPPORT
6,500
DEERLAKE MIDDLE SCHOOL PTO
9902 DEERLAKE WEST
TALLAHASSEE
,
FL
32312
PC
OPERATING SUPPORT
250
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOOR
NEW YORK
,
NY
10006
PC
OPERATING SUPPORT
2,000
DOGTOWN RESCUE
252 BETHLEHEM PIKE
COLMAR
,
PA
18915
PC
OPERATING SUPPORT
355
DREW MICHAEL TAYLOR FOUNDATION
7 S EARL STREET
SHIPPENSBURG
,
PA
17257
PC
OPERATING SUPPORT
1,000
DREXEL UNIVERSITY
PO BOX 8215
PHILADELPHIA
,
PA
19101
PC
OPERATING SUPPORT
250
DUTILH UNITED METHODIST CHURCH
1270 DUTILH ROAD
CRANBERRY TOWNSHIP
,
PA
16066
PC
OPERATING SUPPORT
250
EAGLES AUTISM CHALLENGE INC
ONE NOVACARE WAY
PHILADELPHIA
,
PA
19141
PC
OPERATING SUPPORT
7,040
EAMES WAY PTO
165 EAMES WAY
MARSHFIELD
,
MA
02050
PC
OPERATING SUPPORT
300
EHLERS-DANLOS SOCIETY
PO BOX 87463
MONTGOMERY VILLAGE
,
MD
20886
PC
OPERATING SUPPORT
500
ENGAGE EMPOWER EQUIP
1061 INDEPENDENCE DRIVE
YARDLEY
,
PA
19067
PC
OPERATING SUPPORT
150
EPIC LONG ISLAND
1500 HEMPSTEAD TPKE
EAST MEADOW
,
NY
11554
PC
OPERATING SUPPORT
500
EPILEPSY FOUNDATION OF CT
386 MAIN STREET
MIDDLETOWN
,
CT
06457
PC
OPERATING SUPPORT
500
EVANGELICAL COMMUNITY HOSPITAL
1 HOSPITAL DRIVE
LEWISBURG
,
PA
17837
PC
OPERATING SUPPORT
1,000
EVERYDAY BLESSING
PO BOX 1264
THONOTOSASSA
,
FL
33592
PC
OPERATING SUPPORT
250
FACE TO FACE
123 E PRICE STREET
PHILADELPHIA
,
PA
19144
PC
OPERATING SUPPORT
21,500
FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY
4 CORNERSTONE DRIVE
LANGHORNE
,
PA
19047
PC
OPERATING SUPPORT
5,000
FEED MY STARVING CHILDREN INC
401 93RD AVENUE NW
COON RAPIDS
,
MN
55433
PC
OPERATING SUPPORT
2,500
FIRST PRESBYTERIAN CHURCH
215 E BISSELL AVENUE
OIL CITY
,
PA
16301
PC
OPERATING SUPPORT
500
FLORIDA SCHOOL OF HOLISTIC LIVING
7213 SANDSCOVE COURT SUITE 9
WINTER PARK
,
FL
32792
PC
OPERATING SUPPORT
500
FOUR DIAMOND FUND
1249 COCOA AVENUESUITE 115
HERSHEY
,
PA
170330852
PC
OPERATING SUPPORT
250
FRANKLIN LEARNING CENTER
616 N 15TH STREET
PHILADELPHIA
,
PA
19130
PC
OPERATING SUPPORT
2,500
FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM
112 SOHIER ROAD
BEVERLY
,
MA
01915
PC
OPERATING SUPPORT
5,000
FSU FOUNDATION- SCI GIRLS SUMMER CAMP
325 W COLLEGE AVENUE
TALLAHASSEE
,
FL
32301
PC
OPERATING SUPPORT
500
GOOD SHEPHERD CATHOLIC CHURCH- LIFE TEEN
4665 THOMASVILLE ROAD
TALLAHASSEE
,
FL
32309
PC
OPERATING SUPPORT
300
HOMES INC
690 NE 13TH STREET 101
FORT LAUDERDALE
,
FL
33304
PC
OPERATING SUPPORT
500
HANDMAIDS OF SACRED HEART
616 COOPERTOWN ROAD
HAVERFORD
,
PA
19041
PC
OPERATING SUPPORT
10,000
HEALING THROUGH THE ARTS
2158 S CEDAR CREST BLVD
ALLENTOWN
,
PA
18103
PC
OPERATING SUPPORT
500
HINGHAM YOUTH FOOTBALL
PO BOX 297
HINGHAM
,
MA
02043
PC
OPERATING SUPPORT
1,250
HOLY GHOST PREPARATORY SCHOOL
2429 BRISTOL PIKE
BENSALEM
,
PA
19020
PC
OPERATING SUPPORT
1,150
HONOR FLIGHT NEW ENGLAND
PO BOX 16287
HOOKSET
,
NH
03106
PC
OPERATING SUPPORT
500
HONOR FLIGHT INC
175 SOUTH TUTTLE ROAD
SPRINGFIELD
,
OH
45505
PC
OPERATING SUPPORT
500
HORIZON HOUSE
1033 E WASHINGTON STREET
INDIANAPOLIS
,
IN
46202
PC
OPERATING SUPPORT
1,000
INNOCENT PROJECT
40 WORTH STREET SUITE 701
NEW YORK
,
NY
10013
PC
OPERATING SUPPORT
1,040
INTERNATIONAL RESCUE COMMITTEE
122 E 42 STREET
NEW YORK
,
NY
10168
PC
OPERATING SUPPORT
12,250
JDRF
26 BROADWAY 14TH FLOOR
NEW YORK
,
NY
10004
PC
OPERATING SUPPORT
3,600
JEREMY CARES INC
109 TOMAHAWK DRIVE
AVON LAKE
,
OH
44012
PC
OPERATING SUPPORT
3,640
JOSH MARTINO TRACK SCHOLARSHIP INC
807 S MAIN STREET
DUBOIS
,
PA
15801
PC
OPERATING SUPPORT
500
JOSHUA T MIKTARIAN MEMORIAL SCHOLARSHIP FUND INC
6600 SUMMIT DRIVE
CANFIELD
,
OH
444069510
PC
OPERATING SUPPORT
250
JOURNEY COMMUNITY CHURCH-GO AND LOVE INITIATIVE
715 FEDERAL HIGHWAY
BOYNTON BEACH
,
FL
33435
PC
OPERATING SUPPORT
500
JUNIOR ACHIEVEMENT OF NEW JERSEY
360 PEAR BLOSSOM DRIVE
EDISON
,
NJ
08837
PC
OPERATING SUPPORT
5,000
KEN-TON ATHLETTIC HALL OF FAME BOOSTER CLUB
1500 COLVIN BOULEVARD
TONAWANDA
,
NY
142231945
PC
OPERATING SUPPORT
500
KEYS TO EXCEPTIONAL YOUTH SUCCESS- FOUNDATION FOR LEON COUNTY SCHOOLS
725 S CALHOUN STREET
TALLAHASSEE
,
FL
32301
PC
OPERATING SUPPORT
500
KNIGHTS OF COLUMBUS
888 SIDNEY STREET
BELLEVILLE
,
ONTARIO
K8N 4Z5
CA
PC
OPERATING SUPPORT
500
LA SALLE COLLEGE HIGH SCHOOL
8605 N CHELTENHAM AVENUE
WYNDMOOR
,
PA
19038
PC
OPERATING SUPPORT
1,000
LASALLE UNIV JAMES W STAERK 81 SCHOLARSHIP FUND
1900 W OLNEY AVENUE
PHILADELPHIA
,
PA
19141
PC
OPERATING SUPPORT
5,000
LEHIGH VALLEY REILLY CHILDREN'S HOSPITAL
PO BOX 689
ALLENTOWN
,
PA
18105
PC
OPERATING SUPPORT
500
LINDEN EDUCATIONAL ASSOCIATION
16 EAST BLANCKE STREET
LINDEN
,
NJ
07036
PC
OPERATING SUPPORT
250
LITTLE FLOWER CATHOLIC HIGH SCHOOL FOR GIRLS
1000 W LYCOMING STREET
PHILADELPHIA
,
PA
19140
PC
OPERATING SUPPORT
40,000
LITTLE SISTERS OF THE POOR
1028 BENTON AVENUE
PITTSBURGH
,
PA
15212
PC
OPERATING SUPPORT
500
LONOKE COUNTY SAFE HAVEN INV
PO BOX 414
CABOT
,
AR
72023
PC
OPERATING SUPPORT
250
LUNG CANCER RESEARCH FOUNDATION
155 EAST 55TH STREET SUITE 6H
NEW YORK
,
NY
10022
PC
OPERATING SUPPORT
500
LUPUS FOUNDATION OF AMERICA PHILADELPHIA
101 GREENWOOD AVENUE SUITE 200
JENKINTOWN
,
PA
19046
PC
OPERATING SUPPORT
1,000
MAKE A WISH FOUNDATION
4742 N 24TH STREET SUITE 400
PHOENIX
,
AZ
85016
PC
OPERATING SUPPORT
250
MAKE A WISH FOUNDATION OF GEORGIA
1775 THE EXCHANGE SE 200
ATLANTA
,
GA
30339
PC
OPERATING SUPPORT
500
MAKE A WISH FOUNDATION OF THE MID-SOUTH
1780 MORIAH WOODS BLVD SUITE 10
MEMPHIS
,
TN
38117
PC
OPERATING SUPPORT
2,150
MALVERN RETREAT HOUSE
315 S WARREN AVENUE
MALVERN
,
PA
19355
PC
OPERATING SUPPORT
500
MEMORIAL SLOAN KETTERING- CYCLE FOR SURVIVAL
885 SECOND AVENUE 7TH FLOOR
NEW YORK
,
NY
10017
PC
OPERATING SUPPORT
250
MINNESOTA OVARIAN CANCER ALLIANCE
4604 CHICAGO AVENUE
MINNEAPOLIS
,
MN
55407
PC
OPERATING SUPPORT
500
MISSION TO UKRAINE
PO BOX 30855
INDIANAPOLIS
,
IN
46202
PC
OPERATING SUPPORT
500
MONTESSORI EARLY SCHOOL PTO
4100 MONTESSORI DRIVE
PENSACOLA
,
FL
32504
PC
OPERATING SUPPORT
250
MOST HOLY REDEEMER CHURCH
1721 JUNCTION AVENUE
DETROIT
,
MI
48209
PC
OPERATING SUPPORT
500
NAMI MONTGOMERY COUNTY PA
100 W MAIN STREET SUITE 204
LANSDALE
,
PA
19446
PC
OPERATING SUPPORT
2,500
NATIONAL VETERANS FOUNDATION
5777 WEST CENTURY BLVD SUITE 350
LOS ANGELES
,
CA
90045
PC
OPERATING SUPPORT
500
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET
NEW YORK
,
NY
10011
PC
OPERATING SUPPORT
1,000
NORRISTOWN AREA SD EDUCATIONAL FOUNDATION
401 N WHITEHALL ROAD
NORRISTOWN
,
PA
19401
PC
OPERATING SUPPORT
5,000
NORTH FAYETTE VALLEY COMMUNITY COALITION
PO BOX 234
ELGIN
,
IA
52141
PC
OPERATING SUPPORT
3,000
NORTH PENN SCHOOL DISTRICT EDUCATION FOUNDATION
PO BOX 1084
LANSDALE
,
PA
19446
PC
OPERATING SUPPORT
5,000
NORTHWEST BIBLE CHURCH
8505 DOUGLAS AVENUE
DALLAS
,
TX
75225
PC
OPERATING SUPPORT
1,000
ONE COMMUNITY NOW
1540 LITTLE ROAD
TRINITY
,
FL
34655
PC
OPERATING SUPPORT
480
OUR LADY OF GOOD COUNSEL
611 KNOWLES AVENUE
SOUTHHAMPTON
,
PA
18966
PC
OPERATING SUPPORT
250
PACE CENTER FOR GIRLS
311 E JENNINGS STREET
TALLAHASSEE
,
FL
32301
PC
OPERATING SUPPORT
250
PBGYAA-GIRLS SOFT BALL
PO BOX 31913
PALM BEACH GARDEN
,
FL
33420
PC
OPERATING SUPPORT
1,000
PEMBERTON TOWNSHIP HIGH SCHOOL HALL OF FAME
PO BOX 57
PEMBERTON
,
NJ
08068
PC
OPERATING SUPPORT
5,000
PENN ENVIRONMENT RESEARCH & POLICY CENTER
1429 WALNUT STREET SUITE 1100
PHILADELPHIA
,
PA
19102
PC
OPERATING SUPPORT
1,232
PENN PANCREATIC CANCER RESEARCH CENTER
3400 CIVIC CENTER BLVD
PHILADELPHIA
,
PA
19104
PC
OPERATING SUPPORT
500
PENNSYLVANIA HEALTH LAW PROJECT
CORN EXCHANGE BUILDING 123 CHESTNUT
STREET SUITE 400
PHILADELPHIA
,
PA
19106
PC
OPERATING SUPPORT
500
PHILABUNDANCE
3616 S GALLOWAY STREET
PHILADELPHIA
,
PA
19148
PC
OPERATING SUPPORT
11,000
PHILADELPHIA READS
1721 SPRUCE STREET 1ST FLOOR
PHILADELPHIA
,
PA
19103
PC
OPERATING SUPPORT
100
PORT JEFFERSON LIONS CLUB
PO BOX 202
PORT JEFFERSON
,
NY
11777
PC
OPERATING SUPPORT
650
PREVENTION NETWORK
906 SPENCER STREET
SYRACUSE
,
NY
13204
PC
OPERATING SUPPORT
1,000
PRIDE VENTURES INC
26 SOUTH MAIN STREET
MEDFORD
,
NJ
08055
PC
OPERATING SUPPORT
300
READING SYMPHONY ORCHESTRA
100 N 5TH STREET
READING
,
PA
19601
PC
OPERATING SUPPORT
1,000
REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP (RYASAP)
2470 FAIRFIELD AVENUE
BRIDGEPORT
,
CT
06605
PC
OPERATING SUPPORT
1,500
RESTORATION FUND ST NICHOLAS CO PARISJ OF MONICA
2651 ATLANTIC AVENUE
ATLANTIC CITY
,
NJ
08401
PC
OPERATING SUPPORT
1,000
RHO EDUCATION FOUNDATION
PO BOX 34577
PHILADELPHIA
,
PA
19101
PC
OPERATING SUPPORT
500
RON CLARK ACADEMY
228 MARGARET STREET SE
ATLANTA
,
GA
30315
PC
OPERATING SUPPORT
1,000
SAINT ANDREW'S SCHOOL
535 MASON AVENUE
DREXEL HILL
,
PA
19026
PC
OPERATING SUPPORT
1,000
SAINT JOSEPH'S UNIVERSITY
5600 CITY AVENUE
PHILADELPHIA
,
PA
19131
PC
OPERATING SUPPORT
1,000
SAINT MARK GREEK ORTHODOX CHURCH-THE GREEK SCHOOL
2100 NW 51 STREET
BOCA RATON
,
FL
03341
PC
OPERATING SUPPORT
250
SAINT PATRICK SCHOOL
115 CHANNING AVENUE
MALVERN
,
PA
01935
PC
OPERATING SUPPORT
1,000
SALISH KOOTENAL COLLEGE FOUNDATION
PO BOX 70 58138 US HWY 93
PABLO
,
MT
59855
PC
OPERATING SUPPORT
5,000
SALVATION ARMY
2100 PALM BEACH LAKES BLVD
WEST PALM BEACH
,
FL
33407
PC
OPERATING SUPPORT
500
SALVATION ARMY CO MARTY CLARY
4015 STUART ANDREW BLVD
CHARLOTTE
,
NC
28217
PC
OPERATING SUPPORT
1,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489
NEWTOWN
,
CT
06470
PC
OPERATING SUPPORT
268
SEAN STRONG- SEAN F HOGAN FOUNDATION
PO BOX 16053
PHILADELPHIA
,
PA
19114
PC
OPERATING SUPPORT
250
SHAKTI VILLAGE EMPOWERMENT INC
4455 STEPHANIE DRIVE
MANLIUS
,
NY
13104
PC
OPERATING SUPPORT
2,000
SMILE TRAIN
633 THIRD AVENUE 9TH FLOOR
NEW YORK
,
NY
10017
PC
OPERATING SUPPORT
1,000
SOUTH SHORE HOSPITAL CHARITABLE FOUNDATION
55 FOGG ROAD
SOUTH WEYMOUTH
,
MA
021902455
PC
OPERATING SUPPORT
1,000
SPECIAL OLYMPICS PA
2570 BOULEVARD OF THE GENERALS
SUITE 124
NORRISTOWN
,
PA
19403
PC
OPERATING SUPPORT
250
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVENUE SUITE 400
MONROVIA
,
CA
91016
PC
OPERATING SUPPORT
250
ST JOHN OF GOD
1145 DELSEA DRIVE
WESTVILLE
,
NJ
08093
PC
OPERATING SUPPORT
2,500
ST MALACHY SCHOOL FRIENDS OF ST MALACHY
8217 ARDMORE AVENUE
WYNDMOOR
,
PA
19038
PC
OPERATING SUPPORT
1,000
ST STEPHEN CATHOLIC CHURCH - ST STEPHEN'S OUTREACH
575 TUSKAWILLA ROAD
WINTER SPRINGS
,
FL
32708
PC
OPERATING SUPPORT
500
ST VINCENT DE PAUL SOCIETY
555 YARDVILLE-ALLENTOWN ROAD
YARDVILLE
,
NJ
08620
PC
OPERATING SUPPORT
500
STEVEN GAYA CANCER RESEARCH FUND
700 HERON BAY
AVON LAKE
,
OH
44012
PC
OPERATING SUPPORT
660
TEN45 INC
1427 EASTRIDGE DRIVE
MEMPHIS
,
TN
38117
PC
OPERATING SUPPORT
500
THE BREATHING ROOM
600 WEST AVENUE
JENKINTOWN
,
PA
19046
PC
OPERATING SUPPORT
7,500
THE BREATHING ROOM FOUNDATION
600 WEST AVENUE
JENKINTOWN
,
PA
19046
PC
OPERATING SUPPORT
2,500
THE CHESTER COUNTY COMMUNITY FOUNDATION
28 WEST MARKEY STREET THE LINCOLN
BUILDING
WEST CHESTER
,
PA
19382
PC
OPERATING SUPPORT
500
THE CITY MISSION
5310 CARNEGIE AVENUE
CLEVELAND
,
OH
44103
PC
OPERATING SUPPORT
500
THE COFFEE OASIS
837 4TH STREET
BREMERTON
,
WA
98337
PC
OPERATING SUPPORT
500
THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA
30 SOUTH 17TH STREET
PHILADELPHIA
,
PA
19103
PC
OPERATING SUPPORT
25,000
THE HALYN MURTHA FAMILY ASSISTANCE FUND- EPILEPSY FOUNDATION OF CT
386 MAIN STREET
MIDDLETOWN
,
CT
064573360
PC
OPERATING SUPPORT
500
THE JEWISH CENTER PRINCETON
435 NASSAU STREET
PRINCETON
,
NJ
08540
PC
OPERATING SUPPORT
500
THE KENNETT FLASH INC
PO BOX 375
KENNETT SQUARE
,
PA
19348
PC
OPERATING SUPPORT
1,000
THE LEUKEMIA & LYMPHOMIA SOCIETY
4370 GLENDALE MILFORD ROAD
CINCINNATI
,
OH
45242
PC
OPERATING SUPPORT
1,000
THE MUSEUM OF WESTERN ART
1550 BANDERA HIGHWAY
KERRVILLE
,
TX
78028
PC
OPERATING SUPPORT
1,000
THE SALVATION ARMY
615 SLATERS LANE
ALEXANDRIA
,
VA
22314
PC
OPERATING SUPPORT
250
THE SALVATION ARMY- RAY & JOAN CORPS COMMUNITY CENTER
1865 HARRISON AVENUE
CAMBEN
,
NJ
08105
PC
OPERATING SUPPORT
500
THE SHERO GROUP
PO BOX 2546
TALLAHASSEE
,
FL
32316
PC
OPERATING SUPPORT
250
THE SPECIAL EDUCATION ADVISORY COUNCIL OF UPPER DUBLIN (SPEAC)
714 LIMEKILN PIKE
MAPLE GLEN
,
PA
19002
PC
OPERATING SUPPORT
365
THE W CONNECTION
PARK WEST FINANCE STATION PO BOX
21034
NEW YORK
,
NY
10025
PC
OPERATING SUPPORT
250
TROSA
1820 JAMES STREET
DURHAM
,
NC
27707
PC
OPERATING SUPPORT
2,500
TWO FOUNDATION
8578 E WASHINGTON STREET
CHAGRIN FALLS
,
OH
44023
PC
OPERATING SUPPORT
500
UCLA FUND FBO THE ANDERSON SCHOOL
110 WESTWOOD PLAZA MULLIN MANAGEMEN
COMMONS F301
LOS ANGELES
,
CA
90095
PC
OPERATING SUPPORT
1,000
UNF FOUNDATION UNIVERSITY OF NORTH FLORIDA
1 UNF DRIVE BUILDING 60 SUITE 2116
JACKSONVILLE
,
FL
32224
PC
OPERATING SUPPORT
5,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARE
CAMBRIDGE
,
MA
021383780
PC
OPERATING SUPPORT
250
UNITED SERVICE ORGANIZATIONS
2111 WILSON BLVD SUITE 1200
ARLINGTON
,
VA
22201
PC
OPERATING SUPPORT
5,000
UNIVERSITY OF GEORGIA FOUNDATION- DELTA SIGMA THETA SCHOLARSHIP
394 SOUTH MILLEDGE AVENUE SUITE 100
ATHENS
,
GA
306020001
PC
OPERATING SUPPORT
1,000
UPPER MERION AREA COMMUNITY CUPBOARD
191 TOWN CENTER ROAD
KING OF PRUSSIA
,
PA
19406
PC
OPERATING SUPPORT
5,000
UPPER MERION AREA EDUCATIONAL FOUNDATION
435 CROSSFIELD ROAD
KING OF PRUSSIA
,
PA
19406
PC
OPERATING SUPPORT
5,000
URBAN YOUTH IMPACT INC
2823 NORTH AUSTRALIAN AVENUE
WEST PALM BEACH
,
FL
33407
PC
OPERATING SUPPORT
1,000
USO OF ILLINOIS
333 N MICHIGAN AVENUE SUITE 2226
CHICAGO
,
IL
60601
PC
OPERATING SUPPORT
1,000
VINEYARD INDEPENDENCE PARTNERSHIP
PO BOX 1204
WEST TISBURY
,
MA
02575
PC
OPERATING SUPPORT
250
WATERFRONT HISTORIC AREA LEAGUE
15 JOHNNY CAKE HILL
NEW BEDFORD
,
MA
02740
PC
OPERATING SUPPORT
500
WELLESLEY SCHOLARSHIP FOUNDATION
PO BOX 81207
WELLESLEY
,
MA
02481
PC
OPERATING SUPPORT
800
WHITEFIELD BASEBALL ASSOCIATION
1350 E ARLINGTON BLVD SUITE A
GREENVILLE
,
NC
27858
PC
OPERATING SUPPORT
1,000
WOMEN IN TRANSITION
718 ARCH STREETSUITE 401
PHILADELPHIA
,
PA
19106
PC
OPERATING SUPPORT
1,650
Total
.................................
3a
360,666
b
Approved for future payment
Total
.................................
3b
0
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
138,830
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
465,276
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
REFUND OF INVESTMENT MANAGEMENT FEES
01
2,463
b
RECOVERIES
01
500
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
607,069
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
607,069
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description