-
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
04-01-2019
, and ending
03-31-2020
Name of foundation
THE 25TH CENTURY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
6325 S RAINBOW BLVD STE 300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS
,
NV
89118
A Employer identification number
31-1738216
B
Telephone number (see instructions)
(267) 321-5933
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)
$
13,447,253
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)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
395,670
378,823
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
-180,673
b
Gross sales price for all assets on line 6a
3,682,991
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
214,997
378,823
13
Compensation of officers, directors, trustees, etc.
70,061
52,546
17,515
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
25,374
0
0
25,374
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
6,146
6,146
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
17,591
10,971
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
1,295
684
611
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
120,467
70,347
0
43,500
25
Contributions, gifts, grants paid
.......
570,492
570,492
26
Total expenses and disbursements.
Add lines 24 and 25
690,959
70,347
0
613,992
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-475,962
b
Net investment income
(if negative, enter -0-)
308,476
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
68
68
68
2
Savings and temporary cash investments
.........
539,890
537,843
537,843
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
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)
.......
8,819,270
8,195,344
8,367,834
c
Investments—corporate bonds (attach schedule)
.......
4,328,976
4,575,556
4,541,508
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
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)
13,688,204
13,308,811
13,447,253
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
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
13,688,204
13,308,811
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)
.....
13,688,204
13,308,811
30
Total liabilities and net assets/fund balances
(see instructions)
.
13,688,204
13,308,811
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
13,688,204
2
Enter amount from Part I, line 27a
.....................
2
-475,962
3
Other increases not included in line 2 (itemize)
3
126,166
4
Add lines 1, 2, and 3
..........................
4
13,338,408
5
Decreases not included in line 2 (itemize)
5
29,597
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
13,308,811
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
44. AIA GROUP LTD-SP ADR
2012-02-09
2019-07-23
b
11. ACI WORLDWIDE INC
2018-05-24
2019-04-26
c
3. ACI WORLDWIDE INC
2018-05-24
2019-05-09
d
639. ACI WORLDWIDE INC
2017-12-04
2019-05-09
e
.5 AIR LIQUIDE - ADR
2008-03-25
2019-10-23
82. ALLIANZ SE ADR
2011-07-21
2019-07-23
494. ASPEN PHARMACARE HL-UNSP ADR
2018-02-26
2019-08-05
334. B&G FOODS INC
2019-02-22
2019-05-09
755. BGC PARTNERS INC
2019-04-09
2019-05-09
317. BGC PARTNERS INC
2018-10-29
2019-05-09
912. BGC PARTNERS INC
2018-05-07
2019-05-09
85. BANCFIRST CORP
2018-10-25
2019-05-09
359. BANCO BILBAO VIZCAYA ARGENT- ADR
2013-06-07
2019-07-23
1351. BAYER AG - ADR
2016-12-09
2019-04-08
13. BAYERISCHE MOTOREN ADR
2013-02-12
2019-07-09
324. BAYERISCHE MOTOREN ADR
2013-02-12
2019-07-10
48925.158 BLACKROCK GL L/S CREDIT-K #1940
2017-01-26
2019-05-02
109. BRIGHTVIEW HOLDINGS INC
2019-04-30
2019-05-09
25347.293 BROOKFIELD GL LISTED RE-Y #2065
2017-01-26
2020-03-31
685. CBIZ INC
2015-11-13
2019-05-09
86. CBIZ INC
2019-05-02
2019-05-09
20. CTS CORP
2015-11-13
2019-04-01
13. CTS CORP
2015-11-13
2019-04-04
14. CTS CORP
2016-06-14
2019-04-05
23. CTS CORP
2016-06-14
2019-04-23
36. CTS CORP
2016-06-14
2019-04-24
67. CALAVO GROWERS INC
2017-09-14
2019-05-09
818. CALLON PETE CO DEL COM
2018-04-11
2019-05-09
206. COLFAX CORPORATION
2019-05-01
2019-05-09
408. COLUMBIA BANKING SYSTEM INC
2018-04-11
2019-05-09
23. COLUMBIA BANKING SYSTEM INC
2018-10-26
2019-05-09
8. COMMUNITY HEALTHCARE TRUST I
2018-07-25
2019-05-09
278. COMMUNITY HEALTHCARE TRUST I
2018-05-01
2019-05-09
23. COMMUNITY HEALTHCARE TRUST I
2019-02-28
2019-05-09
70. COPART INC COM
2019-05-09
2019-08-01
46. COPART INC COM
2019-05-09
2019-08-02
115. COPART INC COM
2019-05-09
2019-08-05
219. COPART INC COM
2019-05-09
2019-08-06
460. DENNYS CORP
2018-05-03
2019-05-09
308. DENNYS CORP
2018-11-02
2019-05-09
71. DENNYS CORP
2019-02-14
2019-05-09
98. DENTSU GROUP INC - UNSPD ADR
2019-07-11
2020-03-19
180. DENTSU GROUP INC - UNSPD ADR
2019-01-07
2020-03-19
754. ENERPLUS CORPORATION
2018-07-11
2019-05-09
196. EXTENDED STAY AMERICA INC
2019-03-21
2019-05-09
304. EXTENDED STAY AMERICA INC
2018-11-05
2019-05-09
71. FB FINANCIAL CORP
2018-05-23
2019-05-09
184. FB FINANCIAL CORP
2018-04-11
2019-05-09
350. FIRST MERCHANTS CORP COM
2018-04-11
2019-05-09
399. FUCHS PETROLUB SE-PREF ADR
2014-03-13
2020-01-13
5. GENESEE & WYOMING INC-CL A
2016-02-09
2019-04-04
2. GENESEE & WYOMING INC-CL A
2016-02-09
2019-04-08
5. GENESEE & WYOMING INC-CL A
2016-02-09
2019-04-09
6. GENESEE & WYOMING INC-CL A
2016-02-09
2019-04-10
5. GENESEE & WYOMING INC-CL A
2016-02-05
2019-04-11
4. GENESEE & WYOMING INC-CL A
2016-01-12
2019-04-15
9. GENESEE & WYOMING INC-CL A
2016-01-12
2019-04-29
97. GENESEE & WYOMING INC-CL A
2016-01-21
2019-05-09
194. GRIFOLS SA-ADR
2015-11-11
2019-11-14
300. GRIFOLS SA-ADR
2015-11-11
2019-11-15
258. HSBC - ADR
2016-12-12
2020-03-19
337. HSBC - ADR
2019-11-15
2020-03-19
79. HEALTH INSURANCE INNOVATIONS I
2018-07-13
2019-05-09
132. HEALTH INSURANCE INNOVATIONS I
2019-03-13
2019-05-09
231. HERITAGE FINANCIAL CORP/WA
2018-04-11
2019-05-09
655. HOSTESS BRANDS INC
2018-04-06
2019-05-09
99. HOSTESS BRANDS INC
2018-06-29
2019-05-09
59. HOWARD HUGHES CORP/THE
2016-02-10
2019-05-09
166. ICICI BANK LTD. - ADR
2016-12-08
2019-07-23
99. INFINEON TECHNOLOGIES AG - ADR
2017-11-14
2019-07-23
132. ITRON INC COM
2018-10-17
2019-05-09
12. ITRON INC COM
2019-01-16
2019-05-09
153. JGC CORP-UNSPONSORED ADR
2013-05-08
2019-05-23
125. JGC CORP-UNSPONSORED ADR
2011-05-11
2019-05-24
16. J2 GLOBAL INC
2019-01-10
2019-05-09
91. J2 GLOBAL INC
2017-10-05
2019-05-09
40. KAR AUCTION SERVICES INC
2018-06-11
2019-05-09
16. KAR AUCTION SERVICES INC
2018-12-28
2019-05-09
278. KAR AUCTION SERVICES INC
2018-04-25
2019-05-09
110. KAMAN CORPCOMMON
2015-11-13
2019-05-09
550. LAKELAND BANCORP INC
2017-09-18
2019-05-09
61. LATTICE SEMICONDUCTOR CORP
2018-08-13
2019-04-02
53. LATTICE SEMICONDUCTOR CORP
2018-08-13
2019-04-03
27. LATTICE SEMICONDUCTOR CORP
2018-08-13
2019-04-30
181. LATTICE SEMICONDUCTOR CORP
2018-08-13
2019-05-09
48. LIGAND PHARMACEUTICALS INC
2016-10-28
2019-05-09
3. LIGAND PHARMACEUTICALS INC
2018-11-09
2019-05-09
73. LIGAND PHARMACEUTICALS INC
2019-03-15
2019-05-09
113. LITHIA MOTORS INC CL A COM
2018-02-28
2019-05-09
2. LITHIA MOTORS INC CL A COM
2018-10-26
2019-05-09
408. LIVENT CORP
2019-03-19
2019-05-09
127. LIVENT CORP
2018-11-09
2019-05-09
111. LONZA GROUP AG ADR
2018-05-15
2019-11-15
10. MGP INGREDIENTS INC
2016-10-21
2019-04-22
49. MGP INGREDIENTS INC
2016-10-21
2019-05-09
27682.228 TORTOISE MLP & PIPELINE-INS
2018-11-28
2020-03-06
11511.896 TORTOISE MLP & PIPELINE-INS
2019-05-03
2020-03-06
983. MEDICAL PPTYS TR INC
2018-04-11
2019-05-09
183. NASPERS LTD-N SHS SPON ADR
2016-02-08
2019-11-12
19. NESTLE S.A. REGISTERED SHARES - ADR
2008-03-25
2019-07-23
38. NESTLE S.A. REGISTERED SHARES - ADR
2008-03-25
2020-03-20
26.3346 NEWMARK GROUP INC
2018-06-29
2019-04-02
24.6654 NEWMARK GROUP INC
2018-10-29
2019-04-02
8.2711 NEWMARK GROUP INC
2018-10-29
2019-04-09
13.7289 NEWMARK GROUP INC
2015-11-13
2019-04-09
266. NEWMARK GROUP INC
2016-02-11
2019-05-09
46. NEXSTAR BROADCASTING GROUP INC
2017-10-13
2019-05-09
9. OXFORD INDS INC
2016-08-30
2019-04-16
7. OXFORD INDS INC
2018-10-17
2019-04-16
110. OXFORD INDS INC
2017-09-15
2019-05-09
342. PACIFIC PREMIER BANCORP
2018-04-11
2019-05-09
25. PACIFIC PREMIER BANCORP
2018-10-30
2019-05-09
142. PACWEST BANCORP
2016-07-27
2019-05-09
183. PACWEST BANCORP
2019-04-02
2019-05-09
24. PACWEST BANCORP
2018-10-29
2019-05-09
140. PARK24 CO LTD-SPN ADR
2016-02-01
2019-05-30
205. PARK24 CO LTD-SPN ADR
2016-02-01
2019-05-31
183. PROSUS NV -SPON ADR
2019-09-16
2019-11-12
68. PROVIDENCE SVC CORP
2019-04-18
2019-05-09
8445.946 ABBEY CAP FUTURES STRAT-I #231
2017-01-26
2019-07-25
11597.938 BOSTON P LNG/SHRT RES-INS #7015
2014-05-02
2019-07-25
25494.417 BOSTON P LNG/SHRT RES-INS #7015
2014-05-02
2020-03-31
58. ROCHE HOLDINGS LTD - ADR
2019-01-25
2019-07-23
177. ROCHE HOLDINGS LTD - ADR
2019-08-13
2019-11-15
33. ROCHE HOLDINGS LTD - ADR
2019-01-25
2019-11-15
16. SAP SE
2019-04-08
2019-07-23
446. SILGAN HLDGS INC COM
2015-11-13
2019-05-09
4. SILGAN HLDGS INC COM
2019-05-02
2019-05-09
5. SILICON MOTION TECHNOL-ADR
2018-07-05
2019-05-09
136. SILICON MOTION TECHNOL-ADR
2018-03-12
2019-05-09
67. SIX FLAGS ENTERTAINMENT CORP
2019-05-01
2019-05-09
88. SIX FLAGS ENTERTAINMENT CORP
2016-01-21
2019-05-09
38. SIX FLAGS ENTERTAINMENT CORP
2018-10-31
2019-05-09
98.6874 SPECTRUM BRANDS HLDGS INC NEW
2018-04-18
2019-05-09
27. SPECTRUM BRANDS HLDGS INC NEW
2019-03-21
2019-05-09
33.3126 SPECTRUM BRANDS HLDGS INC NEW
2018-08-16
2019-05-09
77. TAIWAN SEMICONDUCTOR MANUFACTU - ADR
2019-04-08
2019-09-27
59. TAIWAN SEMICONDUCTOR MANUFACTU - ADR
2012-07-31
2019-10-15
14. TAIWAN SEMICONDUCTOR MANUFACTU - ADR
2019-04-08
2019-10-15
61. TAIWAN SEMICONDUCTOR MANUFACTU - ADR
2012-07-31
2019-12-13
68. TAIWAN SEMICONDUCTOR MANUFACTU - ADR
2012-07-31
2020-03-10
3. TELEDYNE TECHNOLOGIES INC
2015-11-13
2019-04-15
88. TEMENOS AG-SP ADR
2018-05-24
2019-07-15
30837.004 TEMPLETON GLOBAL BOND FD-R6 #356
2010-09-15
2019-07-25
59994.461 TEMPLETON GLOBAL BOND FD-R6 #356
2017-08-03
2019-11-01
66. UNILEVER PLC - ADR
2015-06-23
2019-11-12
13. UNITED BANKSHARES INC COM
2015-11-13
2019-04-02
48. UNITED BANKSHARES INC COM
2015-11-13
2019-05-09
12. VALVOLINE INC
2018-11-09
2019-04-05
6. VALVOLINE INC
2016-11-09
2019-04-05
19. VALVOLINE INC
2016-11-09
2019-04-08
25. VALVOLINE INC
2016-11-10
2019-04-12
38. VALVOLINE INC
2016-11-10
2019-04-17
22. VALVOLINE INC
2016-11-10
2019-04-22
36. VALVOLINE INC
2016-11-10
2019-04-23
24. VALVOLINE INC
2016-11-14
2019-04-26
43. VALVOLINE INC
2016-11-14
2019-04-29
63. VALVOLINE INC
2016-11-14
2019-04-30
23. VALVOLINE INC
2016-11-11
2019-05-01
27. VALVOLINE INC
2018-12-24
2019-05-01
850. VANGUARD REAL ESTATE ETF
2015-01-28
2019-07-25
800. VANGUARD REAL ESTATE ETF
2015-01-28
2019-11-01
653. VERRA MOBILITY CORP
2018-10-24
2019-05-09
231. VERRA MOBILITY CORP
2019-02-06
2019-05-09
128. VIPER ENERGY PARTNERS LP
2019-03-01
2019-05-09
75. VIPER ENERGY PARTNERS LP
2018-08-02
2019-05-09
82. WABCO HOLDINGS INC
2019-05-09
2020-03-13
221. WENDY'S CO/THE
2019-04-02
2019-05-09
285. CISION LTD
2019-05-01
2019-05-09
10. LINDE PLC
2018-11-15
2019-07-23
7. ORION ENGINEERED CARBONS SA
2018-10-17
2019-04-01
8. ORION ENGINEERED CARBONS SA
2018-03-14
2019-04-01
13. ORION ENGINEERED CARBONS SA
2018-10-17
2019-04-08
11. ORION ENGINEERED CARBONS SA
2018-03-16
2019-04-08
18. ORION ENGINEERED CARBONS SA
2018-03-16
2019-04-09
25. ORION ENGINEERED CARBONS SA
2018-03-19
2019-04-12
22. ORION ENGINEERED CARBONS SA
2018-03-19
2019-04-22
17. ORION ENGINEERED CARBONS SA
2018-03-19
2019-04-26
8. ORION ENGINEERED CARBONS SA
2018-10-12
2019-04-26
26. ORION ENGINEERED CARBONS SA
2018-10-12
2019-05-01
16. ORION ENGINEERED CARBONS SA
2018-04-02
2019-05-01
46. CHECK POINT SOFTWARE TECH COM
2018-12-14
2020-03-18
44. CORE LABORATORIES N V COM
2019-05-09
2020-03-11
CAPITAL GAIN 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
1,963
596
1,367
b
381
263
118
c
93
72
21
d
19,913
14,473
5,440
e
13
9
4
1,974
1,101
873
2,786
10,757
-7,971
7,178
9,831
-2,653
3,782
4,394
-612
1,588
2,335
-747
4,569
5,772
-1,203
4,762
5,113
-351
1,932
3,353
-1,421
23,159
34,926
-11,767
319
417
-98
7,951
10,383
-2,432
486,316
500,000
-13,684
1,771
1,675
96
243,841
318,133
-74,292
13,350
7,003
6,347
1,676
1,766
-90
593
364
229
395
236
159
424
253
171
729
414
315
1,131
647
484
6,390
4,610
1,780
6,372
10,825
-4,453
5,419
6,194
-775
14,941
13,010
1,931
842
821
21
287
245
42
9,972
7,125
2,847
825
805
20
5,464
4,587
877
3,503
3,014
489
8,470
7,536
934
16,328
14,351
1,977
8,916
6,369
2,547
5,970
4,668
1,302
1,376
1,276
100
1,767
3,511
-1,744
3,245
8,089
-4,844
6,258
9,471
-3,213
3,536
3,551
-15
5,484
5,655
-171
2,476
2,976
-500
6,418
7,335
-917
12,848
15,248
-2,400
5,017
4,876
141
445
273
172
177
109
68
441
273
168
537
324
213
445
265
180
357
196
161
780
440
340
8,199
4,587
3,612
4,202
3,397
805
6,502
5,254
1,248
7,531
10,865
-3,334
9,836
12,426
-2,590
1,656
2,642
-986
2,767
4,422
-1,655
7,004
7,061
-57
8,973
9,220
-247
1,356
1,338
18
6,217
6,444
-227
1,942
1,192
750
1,955
2,347
-392
8,069
8,006
63
734
635
99
3,901
9,127
-5,226
3,100
6,279
-3,179
1,428
1,125
303
8,120
6,663
1,457
2,153
2,162
-9
861
777
84
14,960
10,659
4,301
6,611
4,289
2,322
9,026
10,776
-1,750
731
470
261
670
409
261
335
208
127
2,443
1,394
1,049
5,636
4,536
1,100
352
479
-127
8,571
9,176
-605
12,660
10,281
2,379
224
179
45
3,525
5,999
-2,474
1,097
2,288
-1,191
3,800
2,939
861
851
348
503
3,351
1,690
1,661
279,867
327,991
-48,124
116,385
145,838
-29,453
17,271
10,542
6,729
5,280
4,272
1,008
1,992
934
1,058
3,826
1,868
1,958
216
252
-36
203
224
-21
67
75
-8
111
97
14
1,968
1,878
90
4,947
2,721
2,226
733
579
154
570
574
-4
8,539
6,910
1,629
10,273
12,824
-2,551
751
846
-95
5,497
5,005
492
7,084
6,782
302
929
933
-4
2,743
3,939
-1,196
3,856
5,767
-1,911
2,502
2,925
-423
4,365
4,462
-97
100,000
97,382
2,618
180,000
169,098
10,902
329,898
369,110
-39,212
1,948
1,874
74
6,597
6,245
352
1,230
1,066
164
2,004
1,833
171
13,192
11,175
2,017
118
119
-1
202
286
-84
5,498
5,536
-38
3,664
3,707
-43
4,813
4,489
324
2,078
2,053
25
6,470
10,565
-4,095
1,770
1,488
282
2,184
2,957
-773
3,492
3,260
232
2,973
823
2,150
705
593
112
3,558
851
2,707
3,704
948
2,756
753
260
493
15,706
12,964
2,742
350,000
407,719
-57,719
638,341
745,701
-107,360
3,900
2,765
1,135
476
446
30
1,842
1,647
195
227
244
-17
114
119
-5
358
376
-18
467
494
-27
713
744
-31
407
431
-24
678
705
-27
444
468
-24
792
830
-38
1,161
1,209
-48
417
441
-24
489
514
-25
74,738
73,352
1,386
75,066
68,890
6,176
9,233
6,815
2,418
3,266
2,344
922
4,100
4,240
-140
2,402
2,451
-49
10,953
10,862
91
4,124
3,900
224
3,275
3,403
-128
2,054
1,557
497
137
197
-60
156
232
-76
255
365
-110
216
307
-91
349
502
-153
509
696
-187
465
610
-145
345
471
-126
162
222
-60
525
706
-181
323
430
-107
4,258
4,702
-444
503
2,581
-2,078
164,930
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
1,367
b
118
c
21
d
5,440
e
4
873
-7,971
-2,653
-612
-747
-1,203
-351
-1,421
-11,767
-98
-2,432
-13,684
96
-74,292
6,347
-90
229
159
171
315
484
1,780
-4,453
-775
1,931
21
42
2,847
20
877
489
934
1,977
2,547
1,302
100
-1,744
-4,844
-3,213
-15
-171
-500
-917
-2,400
141
172
68
168
213
180
161
340
3,612
805
1,248
-3,334
-2,590
-986
-1,655
-57
-247
18
-227
750
-392
63
99
-5,226
-3,179
303
1,457
-9
84
4,301
2,322
-1,750
261
261
127
1,049
1,100
-127
-605
2,379
45
-2,474
-1,191
861
503
1,661
-48,124
-29,453
6,729
1,008
1,058
1,958
-36
-21
-8
14
90
2,226
154
-4
1,629
-2,551
-95
492
302
-4
-1,196
-1,911
-423
-97
2,618
10,902
-39,212
74
352
164
171
2,017
-1
-84
-38
-43
324
25
-4,095
282
-773
232
2,150
112
2,707
2,756
493
2,742
-57,719
-107,360
1,135
30
195
-17
-5
-18
-27
-31
-24
-27
-24
-38
-48
-24
-25
1,386
6,176
2,418
922
-140
-49
91
224
-128
497
-60
-76
-110
-91
-153
-187
-145
-126
-60
-181
-107
-444
-2,078
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
-180,673
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
712,180
15,216,967
0.046802
2017
1,040,872
15,825,523
0.065772
2016
380,837
14,670,425
0.02596
2015
1,004,160
14,727,719
0.068182
2014
837,301
16,165,550
0.051795
2
Total
of line 1, column (d)
.....................
2
0.258511
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
0.051702
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
15,097,059
5
Multiply line 4 by line 3
......................
5
780,548
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,085
7
Add lines 5 and 6
........................
7
783,633
8
Enter qualifying distributions from Part XII, line 4
,.............
8
613,992
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
6,170
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
6,170
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
6,170
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
6,089
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
7
Total credits and payments. Add lines 6a through 6d
..............
7
6,089
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
81
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
0
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
14
The books are in care of
Wells Fargo Bank NA
Telephone no.
(267) 321-5933
Located at
1500 MARKET ST Y1367-200
PHILADELPHIA
PA
ZIP+4
191022100
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
No
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
WELLS FARGO BANK NA
DIRECTOR and TREASURER
1
70,061
1525 WEST WT HARRIS BLVD
CHARLOTTE
,
NC
28288
ELINOR H BUCK
VICE PRESIDENT AND DIRECTOR
10
0
409 GARDEN LANE
BRYN MAWR
,
PA
19010
CAROLINE BUCK ROGERS
CHAIR AND DIRECTOR
10
0
5 LLANALEW ROAD
HAVERTOWN
,
PA
19041
JAMES M BUCK III
PRESIDENT AND DIRECTOR
10
0
409 GARDEN LANE
BRYN MAWR
,
PA
19010
MARILYN C SANBORNE
SECRETARY AND OUTSIDE DIRECTOR
10
0
1735 MARKET ST 51ST FL
PHILADELPHIA
,
PA
19103
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
.........................
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
14,794,527
b
Average of monthly cash balances
.......................
1b
532,436
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
15,326,963
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
15,326,963
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
229,904
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
15,097,059
6
Minimum investment return.
Enter 5% of line 5
..................
6
754,853
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
754,853
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
6,170
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,170
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
748,683
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
748,683
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
748,683
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
613,992
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
613,992
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
613,992
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
748,683
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
......
0
b
From 2015
......
0
c
From 2016
......
0
d
From 2017
......
195,237
e
From 2018
......
0
f
Total
of lines 3a through e
........
195,237
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
613,992
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
.....
613,992
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
134,691
134,691
(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
60,546
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
......
60,546
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
0
c
Excess from 2017
....
60,546
d
Excess from 2018
....
0
e
Excess from 2019
....
0
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
CRADLES TO CRAYONS INC
4700 WISSAHICKON AVE 142
PHILADELPHIA
,
PA
19144
NONE
PC
BABY EQUIPMENT SANITIZING
45,000
STARFINDER FOUNDATION
4015 MAIN ST
PHILADLEPHIA
,
PA
19127
NONE
PC
THE CAMPAIGN FOR STARFINDER
50,000
VIRTUAL HEALTH FOUNDATION
303 LIPPINCOTT DRIVE
MARLTON
,
NJ
08053
NONE
PC
FOOD INSECURITY & CHRONIC
38,500
AFTER SCHOOL ACTIVITIES PARTNERSHIP
PO BOX 93
S BETHLEHEM
,
NY
12161
NONE
PC
RAISERS EDGE NXT
30,000
SETTLEMENT MUSIC SCHOOL
PO BOX 63966
PHILADELPHIA
,
PA
19147
NONE
PC
NEW PLAYGROUND
40,325
TRUSTEES OF THE UNIVERSITY OF
PENNSYLVANIA
100 E NORTHWESTERN AVE
PHILADELPHIA
,
PA
19118
NONE
PC
UNPACKING THE PAST
25,000
WHYY INC
150 NORTH SIXTH STREET
PHILADELPHIA
,
PA
19106
NONE
PC
MODERNIZE MOBILE PRODUCTION
50,000
PENNSYLVANIA BALLET
1819 JFK BOULEVARD STE 210
PHILADELPHIA
,
PA
19103
NONE
PC
CENTER FOR DANCE FLOORING
50,000
FRIENDS OF THE LAUREL HILL CEMETERY
215 BELMONT AVE
BALA CYNWYD
,
PA
19004
NONE
PC
LANDSCAPING
25,000
FAIRMOUNT PARK CONSERVANCY
1617 JOHN F KENNEDY BLVD STE 1670
PHILADELPHIA
,
PA
19103
NONE
PC
GATEWAY PLANTING FOR
35,000
MAIN LINE RESCUE
PO BOX 89
CHESTER SPRINGS
,
PA
19425
NONE
PC
NEW BEHAVIOR AND
10,000
DEPT OF VETERANS AFFAIRS
VA MEDICAL CENTER
1400 BLACKHORSE HILL ROAD
COATESVILLE
,
PA
19320
NONE
GOV
COMMUNITY LIVING CENTER
10,000
MUSICOPIA
2001 MARKET ST STE 700
PHILADELPHIA
,
PA
19103
NONE
PC
TRANSPORTATION VAN
54,667
GERMANTOWN AVENUE CRISIS MINISTRY
35 W CHELTEN AVE
PHILADELPHIA
,
PA
19144
NONE
PC
FOOD CUPBOARD RENOVATION
25,000
PHILADELPHIA OUTWARD BOUND CENTER
3401 RESERVOIR DRIVE
PHILADELPHIA
,
PA
19121
NONE
PC
WIGARD AVE HIGH ROPES
52,000
SOCIAL IMPACT CENTER
600 HAVERFORD ROAD STE 101
HAVERFORD
,
PA
19041
NONE
PC
SERVICE LEARNING
30,000
Total
.................................
3a
570,492
b
Approved for future payment
Total
.................................
3b
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
395,670
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
-180,673
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
214,997
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
214,997
(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