Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HENRY DOLFINGER 2 TRUST UW
 
Number and street (or P.O. box number if mail is not delivered to street address)DUANE MORRIS LLP 30 S 17TH ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA191034196
A Employer identification number

23-6207346
B Telephone number (see instructions)

(215) 979-1973
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,837,902
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 286,881 276,136  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 433,537
b Gross sales price for all assets on line 6a 2,321,407
7 Capital gain net income (from Part IV, line 2)... 433,537
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)....... 1,667 1,667  
12 Total. Add lines 1 through 11........ 722,085 711,340  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 84,327 0   16,866
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 18,631 9,315   9,316
b Accounting fees (attach schedule)....... 12,213 6,106   6,107
c Other professional fees (attach schedule).... 222,056 56,068   149,389
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,613 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,500 0   3,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 355,340 71,489   185,178
25 Contributions, gifts, grants paid....... 751,000 751,000
26 Total expenses and disbursements. Add lines 24 and 25 1,106,340 71,489   936,178
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -384,255
b Net investment income (if negative, enter -0-) 639,851
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 211,462 277,601 277,601
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,847,344 Click to see attachment13,566,321 17,114,380
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 466,983 Click to see attachment326,719 408,150
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,330,581 Click to see attachment1,301,474 Click to see attachment1,037,771
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,856,370 15,472,115 18,837,902
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 18,250,482 18,250,482
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -2,394,112 -2,778,367
29 Total net assets or fund balances (see instructions)..... 15,856,370 15,472,115
30 Total liabilities and net assets/fund balances (see instructions). 15,856,370 15,472,115
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
15,856,370
2
Enter amount from Part I, line 27a .....................
2
-384,255
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,472,115
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,472,115
Form 990-PF (2020)
Form 990-PF (2020)
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 FIDELITY INVESTMENTS P 2001-01-01 2020-12-31
b FIDELITY INVESTMENTS P 2001-01-01 2020-12-31
c FIDELITY INVESTMENTS P 2001-01-01 2020-12-31
d J.P. MORGAN #202-08268 P 2001-01-01 2020-12-31
e J.P. MORGAN #202-08268 P 2001-01-01 2020-12-31
J.P. MORGAN #202-08270 P 2001-01-01 2020-12-31
J.P. MORGAN #202-08270 P 2001-01-01 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 178,013   179,752 -1,739
b 816,109   748,194 67,915
c 1,036,009   791,651 244,358
d 43,826   74,030 -30,204
e 40,233   67,615 -27,382
      -106,718
      80,090
207,217     207,217
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       -1,739
b       67,915
c       244,358
d       -30,204
e       -27,382
      -106,718
      80,090
      207,217
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 433,537
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,894
c All other domestic foundations enter 1.39% 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 8,894
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 8,894
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,808
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,808
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,914
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,914 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletDUANE MORRIS LLP Telephone no.bullet (215) 979-1769

    Located atbullet30 SOUTH 17TH STREETPHILADELPHIAPA ZIP+4bullet19103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SHELDON BONOVITZ ESQ CO-TRUSTEE
    2.00
    42,163 0 0
    DM LLP 30 SOUTH 17TH STREET
    PHILADELPHIA,PA19103
    DAVID LODER ESQ CO-TRUSTEE
    2.00
    42,164 0 0
    DM LLP 30 SOUTH 17TH STREET
    PHILADELPHIA,PA19103
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    17,367,762
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,367,762
    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
    17,367,762
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    260,516
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,107,246
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    855,362
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    855,362
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,894
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,894
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    846,468
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    846,468
    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
    846,468
    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
    936,178
    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
    936,178
    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
    936,178
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 846,468
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 9,108
    b From 2016...... 43,280
    c From 2017...... 19,706
    d From 2018...... 18,247
    e From 2019...... 45,807
    fTotal of lines 3a through e........ 136,148
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 936,178
    a Applied to 2019, 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 2020 distributable amount..... 846,468
    e Remaining amount distributed out of corpus 89,710
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 225,858
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    9,108
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    216,750
    10 Analysis of line 9:
    a Excess from 2016.... 43,280
    b Excess from 2017.... 19,706
    c Excess from 2018.... 18,247
    d Excess from 2019.... 45,807
    e Excess from 2020.... 89,710
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAVID LODER ESQUIRE
    30 SOUTH 17TH STREET
    PHILADELPHIA,PA19103
    (215) 979-1834
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ABINGTON FRIENDS SCHOOL
    575 WASHINGTON LANE
    JENKINTOWN,PA19046
    NONE PUBLIC GENERAL 7,500
    ACADEMY OF NATURAL SCIENCES OF DREXEL UNIVERSITY
    1900 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 6,000
    ACADEMY OF VOCAL ARTS
    1920 SPRUCE STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 2,500
    ACHIEVE NOW
    1735 MARKET STREET SUITE A500
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,500
    ACHIEVEABILITY
    21 SOUTH 61ST STREET
    PHILADELPHIA,PA19139
    NONE PUBLIC GENERAL 2,500
    AFTER SCHOOL ACTIVITES PARTNERSHIP (ASAP)
    1520 LOCUST STREET SUITE 1104
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 3,500
    ALLENS LANE ART CENTER
    601 W ALLENS LANE
    PHILADELPHIA,PA19119
    NONE PUBLIC GENERAL 1,000
    ALPHACARE
    3807 LANCASTER AVENUE
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 1,000
    ARC ALLIANCE ADVOCACY SERVICES
    3075 RIDGE PIKE
    EAGLEVILLE,PA19403
    NONE PUBLIC GENERAL 3,500
    ARC ALLIANCE CHILDREN'S SERVICES
    3075 RIDGE PIKE
    EAGLEVILLE,PA19403
    NONE PUBLIC GENERAL 2,500
    THE ARC OF CHESTER COUNTY
    900 LAWRENCE DRIVE
    WEST CHESTER,PA19380
    NONE PUBLIC GENERAL 1,000
    ARTHRITIS FOUNDATION INC
    400 MARKET STREET SUITE 610
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 1,000
    ARTISTYEAR
    2114 DELANCEY STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 5,000
    ARTREACH INC
    1501 CHERRY STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 3,500
    ASIAN ARTS INITIATIVE
    1219 VINE STREET
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 2,000
    ASSOCIATED SERVICES FOR THE BLIND INC
    PO BOX 1758
    BENSALEM,PA19020
    NONE PUBLIC GENERAL 6,500
    ASSOCIATION FOR ADULTS WITH DEVELOPMENTAL DISABILITIES
    261 OLD YORK ROAD SUITE 530
    JENKINTOWN,PA19046
    NONE PUBLIC GENERAL 2,000
    A STEP UP ACADEMY
    520 MEETINGHOUSE ROAD
    JENKINTOWN,PA19046
    NONE PUBLIC GENERAL 1,000
    THE ATLANTIC COAST OPERA FESTIVAL
    2028 SOUTH 17TH STREET SUITE 11
    PHILADELPHIA,PA19145
    NONE PUBLIC GENERAL 1,000
    AUDUBON PENNSYLVANIA
    1201 PAWLINGS ROAD
    AUDUBON,PA19403
    NONE PUBLIC GENERAL 2,000
    AZUKA THEATRE COLLECTIVE
    1700 SANSOM STREET SUITE 800
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,000
    BACK ON MY FEET PHILADELPHIA
    100 S BROAD STREET
    PHILADELPHIA,PA19110
    NONE PUBLIC GENERAL 1,000
    BALLETX
    1923 WASHINGTON AVENUE
    PHILADELPHIA,PA19146
    NONE PUBLIC GENERAL 3,000
    THE BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19130
    NONE PUBLIC GENERAL 15,000
    BARTRAM'S GARDEN
    5400 LINDBERGH BOULEVARD
    PHILADELPHIA,PA19143
    NONE PUBLIC GENERAL 2,500
    BEBASHI INC
    1235 SPRING GARDEN STREET
    PHILADELPHIA,PA19123
    NONE PUBLIC GENERAL 5,000
    BESTWORK INDUSTRIES FOR THE BLIND INC
    1940 OLNEY AVENUE SUITE 200
    CHERRY HILL,NJ08003
    NONE PUBLIC GENERAL 2,500
    BETHESDA PROJECT
    1630 SOUTH ST
    PHILADELPHIA,PA19146
    NONE PUBLIC GENERAL 1,500
    BETTER TOMORROWS
    2 COOPER STREET
    CAMDEN,NJ08101
    NONE PUBLIC GENERAL 1,000
    BIG PICTURE ALLIANCE
    924 CHERRY STREET 5TH FLOOR
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 2,000
    BOY SCOUTS OF AMERICA CRADLE OF LIBERTY COUNCIL
    1485 VALLEY FORGE ROAD
    WAYNE,PA19087
    NONE PUBLIC GENERAL 2,000
    BOYS & GIRLS CLUBS OF PHILADELPHIA
    1518 WALNUT STREET SUITE 712
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 3,500
    BREAKTHROUGH OF GREATER PHILADELPHIA
    34 W COULTER STREET
    PHILADELPHIA,PA19144
    NONE PUBLIC GENERAL 2,000
    BROAD STREET MINISTRY
    315 S BROAD STREET
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 3,000
    BYERSCHOOL FOUNDATION
    1911 ARCH ST
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,500
    CAMDEN CITY GARDEN CLUB INC
    3 RIVERSIDE DRIVE
    CAMDEN,NJ08103
    NONE PUBLIC GENERAL 2,500
    CAMDEN COUNTY HISTORICAL SOCIETY
    1900 PARK BOULEVARD
    CAMDEN,NJ08103
    NONE PUBLIC GENERAL 1,000
    CAMP DREAMCATCHER INC
    148 WEST STATE STREET SUITE 104
    KENNETT SQUARE,PA19348
    NONE PUBLIC GENERAL 1,000
    CANCER SUPPORT COMMUNITY OF PHILADELPHIA
    200 KIRK ROAD
    WARMINSTER,PA18974
    NONE PUBLIC GENERAL 1,000
    CARING FOR FRIENDS
    12271 TOWNSEND RD
    PHILADELPHIA,PA19154
    NONE PUBLIC GENERAL 1,500
    CATHEDRAL SOUP KITCHEN INC
    1514 FEDERAL STREET
    CAMDEN,NJ081051712
    NONE PUBLIC GENERAL 1,500
    CENTER FOR FAMILY SERVICES
    548 BENSON STREET
    CAMDEN,NJ08103
    NONE PUBLIC GENERAL 4,000
    CENTER IN THE PARK
    5818 GERMANTOWN AVE
    PHILADELPHIA,PA19144
    NONE PUBLIC GENERAL 2,500
    CENTRO NUEVA CREACION
    185 W TIOGA ST
    PHILADELPHIA,PA19140
    NONE PUBLIC GENERAL 2,000
    CHESTER CHILDREN'S CHORUS
    112 PARK AVENUE
    SWARTHMORE,PA19081
    NONE PUBLIC GENERAL 1,000
    CHESTER COUNTY FUTURES
    50 SOUTH 1ST AVENUE SUITE 105
    COATESVILLE,PA19320
    NONE PUBLIC GENERAL 1,000
    CHESTNUT HILL MEALS ON WHEELS
    1710 BETHLEHEM PIKE
    FLOURTOWN,PA19031
    NONE PUBLIC GENERAL 1,500
    CHILDREN'S CRISIS TREATMENT CENTER
    1080 NORTH DELAWARE AVENUE SUITE
    600
    PHILADELPHIA,PA19125
    NONE PUBLIC GENERAL 5,000
    CHILDREN'S LITERACY INITIATIVE
    990 SPRING GARDEN STREET SUITE 400
    PHILADELPHIA,PA19123
    NONE PUBLIC GENERAL 7,500
    CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA
    100 S BROAD STREET SUITE 1200
    PHILADELPHIA,PA19110
    NONE PUBLIC GENERAL 4,000
    CHRIST CHURCH PRESERVATION TRUST
    20 N AMERICAN STREET
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 3,500
    CITY YEAR PHILADELPHIA
    211 NORTH 13TH STREET SUITE 100
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 25,000
    CLARKE SCHOOLS FOR HEARING AND SPEECH
    2 PENN BOULEVARD SUITE 220
    PHILADELPHIA,PA19144
    NONE PUBLIC GENERAL 1,500
    THE CLAY STUDIO
    137-139 NORTH 2ND STREET
    PHILADELPHIA,PA19133
    NONE PUBLIC GENERAL 3,500
    CLOUD 9 ROOFTOP FARM
    704 W GIRARD AVE
    PHILADELPHIA,PA19123
    NONE PUBLIC GENERAL 1,500
    COLLEGE POSSIBLE PHILADELPHIA
    2000 HAMILTON STREET SUITE 303
    PHILADELPHIA,PA19130
    NONE PUBLIC GENERAL 2,000
    COMMUNITY LEARNING CENTER
    2701 NORTH BROAD STREET
    PHILADELPHIA,PA19132
    NONE PUBLIC GENERAL 1,500
    COMMUNITY PARTNERSHIP SCHOOL
    3033 W GLENWOOD AVENUE
    PHILADELPHIA,PA19121
    NONE PUBLIC GENERAL 1,500
    COMMUNITY VOLUNTEERS IN MEDICINE
    300B LAWRENCE DRIVE
    WEST CHESTER,PA19380
    NONE PUBLIC GENERAL 4,500
    COMMUNITY WAREHOUSE PROJECT
    PO BOX 218
    WEST CHESTER,PA19381
    NONE PUBLIC GENERAL 1,000
    COMPASS
    451 MORENO ROAD
    WYNNEWOOD,PA19096
    NONE PUBLIC GENERAL 2,500
    CONCERN PROFESSIONAL SERVICES FOR CHILDREN AND YOUTH
    49 EASTON ROAD SUITE 204
    WILLOW GROVE,PA190903201
    NONE PUBLIC GENERAL 2,000
    CONNECTION TRAINING SERVICES
    2243 W ALLEGHENY AVENUE 2ND FLOOR
    REAR
    PHILADELPHIA,PA19132
    NONE PUBLIC GENERAL 5,000
    CONSUMER BANKRUPTCY ASSISTANCE PROJECT INC
    718 ARCH STREET SUITE 300N
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 2,500
    COUNCIL FOR RELATIONSHIPS INC
    4025 CHESTNUT STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 2,000
    COVENANT HOUSE PENNSYLVANIA
    31 E ARMAT STREET
    PHILADELPHIA,PA19144
    NONE PUBLIC GENERAL 4,000
    CRADLE OF HOPE INC
    1657 THE FAIRWAY 140
    JENKINTOWN,PA19046
    NONE PUBLIC GENERAL 1,000
    CRADLES TO CRAYONS
    4700 WISSAHICKON AVENUE 142
    PHILADELPHIA,PA19144
    NONE PUBLIC GENERAL 12,500
    CRISTO REY PHILADELPHIA HIGH SCHOOL
    1717 WEST ALLEGHENY AVENUE
    PHILADELPHIA,PA19132
    NONE PUBLIC GENERAL 2,000
    CULTURETRUST GREATER PHILADELPHIA--ART DEPT
    1315 WALNUT STREET SUITE 320
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 1,000
    THE CURTIS INSTITUTE OF MUSIC
    1726 LOCUS STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 5,000
    DOMESTIC VIOLENCE CENTER OF CHESTER COUNTY INC
    PO BOX 832
    WEST CHESTER,PA19381
    NONE PUBLIC GENERAL 2,000
    DREXEL UNIVERSITY
    3141 CHESTNUT STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 1,000
    DRUEDING CENTER
    413 W MASTER STREET
    PHILADELPHIA,PA19122
    NONE PUBLIC GENERAL 4,000
    EDUCATION LAW CENTER - PA
    1800 JFK BLVD SUITE 1900A
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 2,000
    EDUCATION PLUS HEALTH
    100 W OXFORD STREET E-1100
    PHILADELPHIA,PA19122
    NONE PUBLIC GENERAL 2,000
    EIGHTEEN TWELVE (1812) PRODUCTIONS INC
    2329 SOUTH 3RD STREET
    PHILADELPHIA,PA19148
    NONE PUBLIC GENERAL 1,000
    ELUNA
    ONE PENN CENTER
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 2,500
    ENCHANTMENT THEATRE COMPANY
    100 S BROAD STREET SUITE 1318
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 1,000
    EPSICOPAL COMMUNITY SERVICES OF DIOCESE PA
    225 S THIRD STREET
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 6,000
    ESF DREAM CAMP FOUNDATION
    750 E HAVERFORD ROAD
    BRYN MAWR,PA19010
    NONE PUBLIC GENERAL 1,000
    ESPERANZA IMMIGRATION LEGAL SERVICES
    4261 NORTH 5TH STREET
    PHILADELPHIA,PA19140
    NONE PUBLIC GENERAL 2,500
    EXPRESSIVE PATH
    208 DEKALB ST SUITE 201
    NORRISTOWN,PA19401
    NONE PUBLIC GENERAL 1,000
    FABRIC WORKSHOP INC
    1214 ARCH STREET
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 4,000
    FACE TO FACE INC
    123 EAST PRICE STREET
    PHILADELPHIA,PA19144
    NONE PUBLIC GENERAL 2,000
    FAIRMOUNT PARK CONSERVANCY OHIO HOUSE
    4700 STATES DRIVE
    PHILADELPHIA,PA19131
    NONE PUBLIC GENERAL 3,000
    FAMILY SERVICE OF CHESTER COUNTY
    310 N MATLACK STREET
    WEST CHESTER,PA19380
    NONE PUBLIC GENERAL 1,000
    FIRST UP
    1608 WALNUT STREET SUITE 300
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,000
    FLEISHER ART MEMORIAL
    719 CATHARINE STREET
    PHILADELPHIA,PA19147
    NONE PUBLIC GENERAL 3,000
    FOOD MOXIE
    559 CARPENTER LANE
    PHILADELPHIA,PA19119
    NONE PUBLIC GENERAL 1,000
    THE FOOD TRUST
    1617 JOHN F KENNEDY BOULEVARD SUITE
    900
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 2,500
    THE FRANKLIN INSTITUTE
    222 NORTH 20TH STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 12,500
    FRESH ARTISTS
    3510 SCOTTS LANE SUITE 3014
    PHILADELPHIA,PA19129
    NONE PUBLIC GENERAL 1,000
    FRINGE ARTS
    140 N COLUMBUS BLVD
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 1,000
    GEMMA SERVICES
    452 S ROBERTS RD
    ROSEMONT,PA19010
    NONE PUBLIC GENERAL 1,500
    GERMANTOWN FRIENDS SCHOOL
    31 WEST COULTER STREET
    PHILADELPHIA,PA19144
    NONE PUBLIC GENERAL 8,000
    GIRL SCOUTS OF EASTERN PENNSYLVANIA
    330 MANOR ROAD
    MIQUON,PA19444
    NONE PUBLIC GENERAL 1,000
    GIRLS FIRST
    1208 GREEN STREET
    NORRISTOWN,PA19401
    NONE PUBLIC GENERAL 1,000
    GIRLS ROCK PHILLY
    1428 GERMANTOWN AVENUE
    PHILADELPHIA,PA19122
    NONE PUBLIC GENERAL 1,000
    GREATER NORRISTOWN ART LEAGUE
    800 W GERMANTOWN PIKE
    EAST NORRITON,PA19403
    NONE PUBLIC GENERAL 1,000
    GREATER PHILADELPHIA YMCA
    400 FAYETTE STREET
    CONSHOHOCKEN,PA19428
    NONE PUBLIC GENERAL 2,500
    GREENER PARTNERS
    PO BOX 221
    NORRISTOWN,PA19409
    NONE PUBLIC GENERAL 1,000
    HABITAT FOR HUMANITY PHILADELPHIA
    1829 N 19TH STREET
    PHILADELPHIA,PA19121
    NONE PUBLIC GENERAL 2,500
    HABITAT FOR HUMANITY MONTGOMERY AND DELAWARE COUNTIES
    533 FOUNDRY ROAD
    NORRISTOWN,PA19403
    NONE PUBLIC GENERAL 3,500
    THE HEALTH CARE IMPROVEMENT FOUNDATION INC
    TEN PENN CENTER 1801 MARKET STREET
    SUITE 710
    PHILADELPHIA,PA191031628
    NONE PUBLIC GENERAL 3,500
    HOME OF THE SPARROW
    969 E SWEDESFORD ROAD
    EXTON,PA19341
    NONE PUBLIC GENERAL 1,000
    HOMELESS ADVOCACY PROJECT
    1429 WALNUT STREET 15TH FLOOR
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 2,500
    HOPECAM INC
    12100 SUNSET HILLS RD C-10
    RESTON,VA20190
    NONE PUBLIC GENERAL 2,500
    IHM CENTER FOR LITERACY
    7341 COTTAGE STRRET AND 929 SOUTH
    FARRAGUT ST
    PHILADELPHIA,PA19136
    NONE PUBLIC GENERAL 1,000
    INDEPENDENCE HISTORICAL TRUST
    143 S THIRD STREET
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 2,500
    INDEPENDENCE SEAPORT MUSEUM
    211 S COLUMBUS BOULEVARD
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 1,000
    INGLIS HOUSE
    2600 BELMONT AVENUE
    PHILADELPHIA,PA19131
    NONE PUBLIC GENERAL 6,000
    INNER STRENGTH FOUNDATION
    1207 CHESTNUT STREET
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 1,500
    INSTITUTE OF CONTEMPORARY ARTUNIVERSITY OF PA
    118 SOUTH 36TH STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 1,000
    INTERACT THEATRE COMPANY
    302 S HICKS STREET
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 1,000
    INTER-FAITH HOUSING ALLIANCE
    31 S SPRING GARDEN STREET
    AMBLER,PA19002
    NONE PUBLIC GENERAL 1,000
    JEVS HUMAN SERVICES
    1845 WALNUT STREET 7TH FLOOR
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,500
    JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA
    2100 ARCH STREET 5TH FLOOR
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,500
    JOSEPH'S HOUSE OF CAMDEN LLC
    20 CHURCH STREET
    CAMDEN,NJ08105
    NONE PUBLIC GENERAL 2,500
    JULIA'S GRACE FOUNDATION
    PO BOX 1081
    ROYERSFORD,PA19468
    NONE PUBLIC GENERAL 1,500
    KELLY ANNE DOLAN MEMORIAL FUND
    580 VIRGINIA DRIVE SUITE 110
    FORT WASHINGTON,PA19034
    NONE PUBLIC GENERAL 1,500
    KID SMILES INC
    219 CHESTER PIKE UNIT B
    NORWOOD,PA19074
    NONE PUBLIC GENERAL 1,500
    KIMMEL CENTER INC
    1500 WALNUT STREET 17TH FLOOR
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 7,500
    LANKENAU MEDICAL CENTER FOUNDATION
    3803 WEST CHESTER PIKE SUITE 250
    NEWTOWN SQUARE,PA19073
    NONE PUBLIC GENERAL 5,000
    LANTERN THEATER COMPANY
    1015 CHESTNUT STREET SUITE 1515
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 2,000
    LAUREL HOUSE
    PO BOX 764
    NORRISTOWN,PA19404
    NONE PUBLIC GENERAL 1,500
    LEGAL CLINIC FOR THE DISABLED INC
    1513 RACE STREET
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 3,000
    THE LENFEST INSTITUTE FOR JOURNALISM TPF SPECIAL ASSETS FUND
    801 MARKET STREET SUITE 300
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 6,500
    LIGUORI ACADEMY
    1952 E ALLEGHENY AVENUE
    PHILADELPHIA,PA19134
    NONE PUBLIC GENERAL 2,500
    LINCOLN UNIVERSITY
    1570 BALTIMORE PIKE
    LINCOLN UNIVERSITY,PA19352
    NONE PUBLIC GENERAL 12,500
    LITTLE KIDS ROCK INC
    271 GROVE AVE BUILDING E-2
    VERONA,NJ07044
    NONE PUBLIC GENERAL 1,500
    THE LIVEWELL FOUNDATION
    250 S 17TH STREET 1400
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 2,000
    MAGEE REHABILITATION HOSPITAL FOUNDATION
    1513 RACE STREET
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 2,500
    MAIN LINE MEALS ON WHEELS
    PO BOX 801 60 SURREY WAY
    DEVON,PA19072
    NONE PUBLIC GENERAL 1,000
    MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY
    5 VALLEY SQUARE 210
    BLUE BELL,PA19422
    NONE PUBLIC GENERAL 1,000
    THE MANN CENTER FOR THE PERFORMING ARTS
    123 S BROAD STREET SUITE 815
    PHILADELPHIA,PA19109
    NONE PUBLIC GENERAL 2,500
    MANNA
    420 NORTH 20TH STREET
    PHILADELPHIA,PA19130
    NONE PUBLIC GENERAL 3,000
    MANNA ON MAIN STREET
    606 EAST MAIN STREET SUITE 1001
    LANSDALE,PA194462029
    NONE PUBLIC GENERAL 4,000
    MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY
    30 WEST BARNARD STREET SUITE 1
    WEST CHESTER,PA19382
    NONE PUBLIC GENERAL 1,000
    MATERNITY CARE COALITION
    1710 E LANCASTER AVE 404
    PAOLI,PA19301
    NONE PUBLIC GENERAL 5,000
    MERCY NEIGHBORHOOD MINISTRIES OF PHILADELPHIA INC
    1939 W VENANGO STREET
    PHILADELPHIA,PA19140
    NONE PUBLIC GENERAL 1,000
    MERCY WRITERS INC
    1501 CHRISTIAN STREET
    PHILADELPHIA,PA19146
    NONE PUBLIC GENERAL 1,000
    MINDING YOUR MIND
    124 SIBLEY AVENUE
    ARDMORE,PA19003
    NONE PUBLIC GENERAL 1,000
    MOORE COLLEGE OF ART & DESIGN
    1916 RACE STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,500
    MORRIS ARBORETUM
    100 E NORTHWESTERN AVENUE
    PHILADELPHIA,PA19118
    NONE PUBLIC GENERAL 2,000
    MT AIRY ART GARAGE
    7056 GERMANTOWN AVENUE
    PHILADELPHIA,PA19119
    NONE PUBLIC GENERAL 1,000
    MUSEUM OF THE AMERICAN REVOLUTION
    101 SOUTH THIRD STREET
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 10,000
    MUSICOPIA INC
    1700 MARKET STREET SUITE 1005
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,000
    NATIONAL HEMOPHILIA FOUNDATIONEASTERN PENNSYLVANIA CHAPTER
    VICTORIA BUSINESS CENTER 1489
    BALTIMORE PIKE SUITE 227
    SPRINGFIELD,PA19064
    NONE PUBLIC GENERAL 1,000
    NATIONAL LIBERTY MUSEUM
    321 CHESTNUT STREET
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 2,500
    NEED IN DEED
    211 NORTH 13TH STREET SUITE 501
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 1,500
    NEIGHBORHOOD BIKE WORKS
    3943 LANCASTER AVENUE
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 2,000
    NEIGHBORHOOD GARDENS TRUST
    100 N 20TH STREET 5TH FLOOR
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 2,000
    NEW LEASH ON LIFE
    PO BOX 326
    NARBERTH,PA19072
    NONE PUBLIC GENERAL 1,000
    THE NEXT STEP PROGRAMS
    2010 FAIRMOUNT DRIVE
    JAMISON,PA18929
    NONE PUBLIC GENERAL 2,500
    NORTH LIGHT COMMUNITY CENTER
    175 GREEN LANE
    PHILADELPHIA,PA19127
    NONE PUBLIC GENERAL 1,500
    OPERA PHILADELPHIA
    1420 LOCUST STREET SUITE 210
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 1,500
    OPERATION WARM INC
    50 APPLIED BANK BOULEVARD
    GLEN MILLS,PA19342
    NONE PUBLIC GENERAL 2,000
    OUTWARD BOUND PHILADELPHIA
    3401 RESERVOIR DRIVE
    PHILADELPHIA,PA19121
    NONE PUBLIC GENERAL 1,500
    PAR RECYCLE WORKS
    342 E WALNUT LANE
    PHILADELPHIA,PA19144
    NONE PUBLIC GENERAL 1,000
    PEIRCE COLLEGE
    1420 PINE STREET
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 1,000
    PENN MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY
    3260 SOUTH STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 2,500
    PENNPIRG EDUCATION FUND
    1429 WALNUT STREET SUITE 1100
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 1,000
    PENNSYLVANIA ACADEMY OF THE FINE ARTS
    128 NORTH BROAD STREET
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 2,500
    PENNSYLVANIA BALLET ASSOCIATION
    100 SOUTH BROAD ST SUITE 2226
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 1,500
    THE PENNSYLVANIA HORTICULTURAL SOCIETY
    100 N 20TH STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 6,000
    THE PENNSYLVANIA PRISON SOCIETY
    230 SOUTH BROAD STREET SUITE 605
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 2,500
    PENNSYLVANIA SOCIETY FOR BIOMEDICAL RESEARCH
    PO BOX 1163
    CAMP HILL,PA170011163
    NONE PUBLIC GENERAL 2,000
    PENNSYLVANIANS FOR MODERN COURTS
    2 PENN CENTER STE 1140 1500 JFK
    BLVD
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 5,000
    PEOPLE'S EMERGENCY CENTER
    325 N 39TH STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 5,000
    PERFORMANCE GARAGE
    1515 BRANDYWINE STREET
    PHILADELPHIA,PA19130
    NONE PUBLIC GENERAL 1,500
    PETER'S PLACE
    366 KING OF PRUSSIA ROAD
    RADNOR,PA19087
    NONE PUBLIC GENERAL 3,000
    PHILADELPHIA CHESS SOCIETY
    4916 PASCHALL AVE
    PHILADELPHIA,PA19143
    NONE PUBLIC GENERAL 1,000
    PHILADELPHIA CHINATOWN DEVELOPMENT CORP
    301 N 9TH ST 305
    PHILADELPHIA,PA191071409
    NONE PUBLIC GENERAL 2,000
    PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE
    4180 CITY AVENUE
    PHILADELPHIA,PA19131
    NONE PUBLIC GENERAL 1,000
    PHILADELPHIA DANCE COMPANY
    9 NORTH PRESTON STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 1,000
    PHILADELPHIA EDUCATION FUND
    718 ARCH STREET SUITE 700N
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 5,000
    PHILADELPHIA FILM SOCIETY
    1412 CHESTNUT STREET
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 5,000
    PHILADELPHIA FUTURES
    123 SOUTH BROAD STREET SUITE 850
    PHILADELPHIA,PA19109
    NONE PUBLIC GENERAL 5,000
    PHILADELPHIA MURAL ARTS ADVOCATES
    17127-29 MT VERNON STREET
    PHILADELPHIA,PA19130
    NONE PUBLIC GENERAL 4,500
    PHILADELPHIA MUSEUM OF ART
    PO BOX 7646
    PHILADELPHIA,PA19101
    NONE PUBLIC GENERAL 15,000
    THE PHILADELPHIA ORCHESTRA ASSOCIATIONO
    ONE SOUTH BROAD STREET 14TH FLOOR
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 6,000
    PHILADELPHIA PHOTO ARTS CENTER
    1400 N AMERICAN STREET
    PHILADELPHIA,PA19122
    NONE PUBLIC GENERAL 1,500
    PHILADELPHIA THEATRE COMPANY
    215 S BROAD STREET SUITE 304
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 2,500
    PHILADELPHIA VIP INC
    1500 WALNUT STREET SUITE 400
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 5,000
    PHILADELPHIA YOUNG PLAYWRIGHTS PROGRAM INC
    1219 VINE STREET 3RD FLOOR
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,000
    PHILADELPHIA YOUTH BASKETBALL INC
    1735 MARKET STREET CONCOURSE FLOOR
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 2,500
    PHILADELPHIA YOUTH NETWORK INC
    400 MARKET STREET
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 2,500
    PHILADELPHIA YOUTH SPORTS COLLABORATIVE
    1501 CHERRY STREET
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 2,500
    PLANNED PARENTHOOD KEYSTONE (BUCKS COUNTY)
    610 LOUIS DRIVE SUITE 300
    WARMINSTER,PA18974
    NONE PUBLIC GENERAL 1,500
    PLANNED PARENTHOOD OF SOUTHEASTERN PENNSYLVANIA
    1144 LOCUST STREET
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 11,000
    PLANNED PARENTHOOD OF SOUTHERN NEW JERSEY
    317 S BROADWAY
    CAMDEN,NJ08103
    NONE PUBLIC GENERAL 6,500
    PLAY ON PHILLY
    1520 LOCUST STREET SUITE 901
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 1,000
    PLAYPENN INC
    100 SOUTH BROAD STREET SUITE 1318
    PHILADELPHIA,PA19110
    NONE PUBLIC GENERAL 1,000
    PLAYWORKS EDUCATION ENERGIZED
    1602 FRANKFORD AVENUE PO BOX 29466
    PHILADELPHIA,PA19125
    NONE PUBLIC GENERAL 1,000
    PLEASE TOUCH MUSEUM
    4231 AVENUE OF THE REPUBLIC
    PHILADELPHIA,PA19131
    NONE PUBLIC GENERAL 2,000
    POLICE ATHLETIC LEAGUE OF PHILADELPHIA
    3068 BELGRADE ST
    PHILADELPHIA,PA19134
    NONE PUBLIC GENERAL 2,000
    POLISH AMERICAN SOCIAL SERVICES
    308 WALNUT STREET
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 1,000
    PORTSIDE ARTS CENTER
    2531 E LEHIGH AVENUE
    PHILADELPHIA,PA19125
    NONE PUBLIC GENERAL 1,000
    THE PRINT CENTER
    1614 LATIMER STREET
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 2,000
    PUBLIC CITIZENS FOR CHILDREN AND YOUTH
    990 SPRING GARDEN STREET SUITE 200
    PHILADELPHIA,PA19123
    NONE PUBLIC GENERAL 4,500
    PYO MUSIC INSTITUTE
    PO BOX 41810
    PHILADELPHIA,PA19101
    NONE PUBLIC GENERAL 1,500
    THE ROCK SCHOOL FOR DANCE EDUCATION
    1101 S BROAD STREET
    PHILADELPHIA,PA19147
    NONE PUBLIC GENERAL 1,500
    ROCK TO THE FUTURE
    1201 N 3RD STREET 283
    PHILADELPHIA,PA19122
    NONE PUBLIC GENERAL 1,500
    RONALD MCDONALD HOUSE OF PHILADELPHIA
    3925 CHESTNUT STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 2,500
    SALUS UNIVERSITY
    8360 OLD YORK ROAD
    ELKINS PARK,PA19027
    NONE PUBLIC GENERAL 1,000
    THE SALVATION ARMY
    701 NORTH BROAD STREET
    PHILADELPHIA,PA19123
    NONE PUBLIC GENERAL 5,000
    SAUNDERS HOUSE
    100 E LANCASTER AVENUE
    WYNNEWOOD,PA19096
    NONE PUBLIC GENERAL 1,000
    THE SCHOOL FOR CHILDREN WITH HIDDEN INTELLIGENCE
    1800 JFK BLVD SUITE 300
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,000
    THE SCHUYLKILL CENTER FOR ENVIRONMENTAL EDUCATION
    8480 HAGYS MILL ROAD
    PHILADELPHIA,PA19128
    NONE PUBLIC GENERAL 2,500
    SCHUYLKILL RIVER DEVELOPMENT CORPORATION
    2401 WALNUT STREET SUITE 603
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 1,500
    SCRIBE VIDEO CENTER
    3908 LANCASTER AVENUE
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 1,000
    THE SEEING EYE INC
    PO BOX 375
    MORRISTOWN,NJ07963
    NONE PUBLIC GENERAL 5,000
    SETTLEMENT MUSIC SCHOOL
    PO BOX 63966
    PHILADELPHIA,PA19147
    NONE PUBLIC GENERAL 2,500
    SHRINERS HOSPITALS FOR CHILDREN
    3551 NORTH BROAD
    PHILADELPHIA,PA19140
    NONE PUBLIC GENERAL 2,500
    SILOAM WELLNESS
    850 N 11TH STREET
    PHILADELPHIA,PA19123
    NONE PUBLIC GENERAL 1,500
    SMITH MEMORIAL PLAYGROUND AND PLAYHOUSE INC
    3500 RESERVOIR DRIVE EAST FAIRMOUNT
    PARK
    PHILADELPHIA,PA19121
    NONE PUBLIC GENERAL 1,500
    SPARC SERVICES
    2350 WEST WESTMORELAND ST
    PHILADELPHIA,PA19140
    NONE PUBLIC GENERAL 1,000
    SPARK PROGRAM INC
    1501 CHERRY STREET
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 1,500
    STARFINDER FOUNDATION
    4015 MAIN STREET
    PHILADELPHIA,PA19127
    NONE PUBLIC GENERAL 1,000
    STEPPINGSTONE SCHOLARS INC
    1301 CECIL B MOORE AVE RITTER ANNEX
    004-106
    PHILADELPHIA,PA19122
    NONE PUBLIC GENERAL 5,000
    SUMMER SEARCH
    1528 WALNUT STREET SUITE 1006
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 1,000
    SUPPORT CENTER FOR CHILD ADVOCATES
    1617 JFK BOULEVARD SUITE 1200
    PHILADELPHIA,PA191031405
    NONE PUBLIC GENERAL 12,500
    SURREY SERVICES FOR SENIORS
    60 SURREY WAY
    DEVON,PA19355
    NONE PUBLIC GENERAL 1,000
    TEACH FOR AMERICA-GREATER PHILADELPHIA REGION
    PO BOX 398552
    SAN FRANCISCO,CA941398552
    NONE PUBLIC GENERAL 8,500
    TECH IMPACT
    417 N 8TH ST SUITE 203
    PHILADELPHIA,PA19123
    NONE PUBLIC GENERAL 1,000
    THEATRE PHILADELPHIA
    1315 WALNUT STREET SUITE 732
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 1,000
    THE SOAPBOX COMMUNITY PRINT SHOP & ZINE LIBRARY
    741 S 51ST STREET
    PHILADELPHIA,PA19143
    NONE PUBLIC GENERAL 1,000
    THOMAS JEFFERSON UNIVERSITY
    130 S 9TH STREET SUITE 600
    PHILADELPHIA,PA19017
    NONE PUBLIC GENERAL 2,500
    TREE HOUSE BOOKS
    1430 W SUSQUEHANNA AVENUE
    PHILADELPHIA,PA19121
    NONE PUBLIC GENERAL 1,500
    UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY
    1709 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19103
    NONE PUBLIC GENERAL 7,500
    UNIVERSITY CITY ARTS LEAGUE INC
    4226 SPRUCE STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 1,000
    UNIVERSITY CITY SCIENCE CENTER
    3675 MARKET STREET 4TH FLOOR
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 7,500
    URBAN AFFAIRS COALITION
    1207 CHESTNUT STREET SUITE 700
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 3,000
    URBAN PROMISE MINISTRIES INC
    PO BOX 1479
    CAMDEN,NJ08105
    NONE PUBLIC GENERAL 1,500
    URBAN TREE CONNECTION
    1445 N 52ND STREET
    PHILADELPHIA,PA19131
    NONE PUBLIC GENERAL 2,500
    VARIETY-THE CHILDREN'S CHARITY
    2950 POTSHOP ROAD PO BOX 609
    WORCESTER,PA19490
    NONE PUBLIC GENERAL 1,500
    VETRI COMMUNITY PARTNERSHIP
    211 N 13TH STREET STE 303
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 1,500
    VNA COMMUNITY SERVICES INC
    1421 HIGHLAND AVENUE
    ABINGTON,PA19001
    NONE PUBLIC GENERAL 1,500
    VOX POPULI
    319 N 11TH STREET 3RD FLOOR
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 1,000
    WAGNER FREE INSTITUTE OF SCIENCE
    1700 WEST MONTGOMERY AVENUE
    PHILADELPHIA,PA19121
    NONE PUBLIC GENERAL 3,000
    THE WARDROBE
    444 N 3RD STREET SUITE 105
    PHILADELPHIA,PA19123
    NONE PUBLIC GENERAL 3,500
    WHYY INC
    150 NORTH SIXTH STREET
    PHILADELPHIA,PA19106
    NONE PUBLIC GENERAL 6,000
    THE WILMA THEATER
    265 S BROAD STREET
    PHILADELPHIA,PA19107
    NONE PUBLIC GENERAL 12,500
    WINGS FOR SUCCESS
    PO BOX 1184
    FRAZER,PA19355
    NONE PUBLIC GENERAL 1,000
    WISSAHICKON CHARTER SCHOOL
    4700 G WISSAHICKON AVENUE
    PHILADELPHIA,PA19144
    NONE PUBLIC GENERAL 1,000
    WISSAHICKON VALLEY WATERSHED ASSOCIATION
    12 MORRIS ROAD
    AMBLER,PA19002
    NONE PUBLIC GENERAL 2,500
    WOMEN AGAINST ABUSE
    100 S BROAD STREET SUITE 1341
    PHILADELPHIA,PA19110
    NONE PUBLIC GENERAL 4,000
    WOMEN'S ANIMAL CENTER
    3839 RICHLIEU ROAD
    BENSALEM,PA190202116
    NONE PUBLIC GENERAL 1,000
    WOMEN'S COMMUNITY REVITALIZATION PROJECT
    100 W OXFORD STREET SUITE E-2300
    PHILADELPHIA,PA19122
    NONE PUBLIC GENERAL 2,000
    WOMEN'S RESOURCE CENTER
    113 W WAYNE AVENUE
    WAYNE,PA19087
    NONE PUBLIC GENERAL 1,500
    WOODMERE ART MUSEUM
    9201 GERMANTOWN AVENUE
    PHILADELPHIA,PA19118
    NONE PUBLIC GENERAL 3,500
    WORLD CAFE LIVE
    3025 WALNUT STREET
    PHILADELPHIA,PA19104
    NONE PUBLIC GENERAL 1,500
    YEAR UP GREATER PHILADELPHIA
    1420 PINE STREET
    PHILADELPHIA,PA19102
    NONE PUBLIC GENERAL 3,000
    YOGA 4 PHILLY
    500 W CHELTEN AVENUE 305
    PHILADELPHIA,PA19144
    NONE PUBLIC GENERAL 1,000
    ZOOLOGICAL SOCIETY OF PHILADELPHIA
    3400 WEST GIRARD AVENUE
    PHILADELPHIA,PA191041139
    NONE PUBLIC GENERAL 30,000
    Total .................................bullet 3a 751,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 286,881  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 1,667  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 433,537  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 722,085 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    722,085
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HENRY DOLFINGER 2 TRUST UW
    EIN:
    23-6207346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUANE MORRIS TAX ACCOUNTING FEES 12,213 6,106   6,107

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HENRY DOLFINGER 2 TRUST UW
    EIN:
    23-6207346
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIP MULTI STRATEGY FD 287,468 203,772
    AQR LARGE CAP DEFENSIVE STYLE 860,447 1,028,008
    ARES MANAGEMENT LP 5,224 13,597
    BLACKROCK LOW DURATION 1,010,069 1,098,612
    BRISTOW GRP INC SR UNSECURED 10,659 632
    BROOKFIELD ASSET 10,830 12,629
    DFA EMERGING MARKETS CORE EQ I 227,700 432,465
    DFA GLOBAL REAL ESTATE SECS 220,277 277,932
    DFA INTERMEDIATE GO FIXED INCOME 1,242,083 1,300,205
    DFA INTL LARGE CAP 309,686 438,424
    DFA INTL SMALL CAP GROWTH 182,004 213,234
    DFA INTL SMALL CAP VALUE 259,161 317,016
    DFA INTL VALUE 653,168 602,016
    DFA SHORT-TERM GOVERNMENT 978,196 964,814
    DFA US LARGE CAP VALUE 822,725 1,114,653
    DODGE & COX STOCK 958,748 1,127,588
    ENBRIDGE INC 34,466 26,648
    FIRST EAGLE OVERSEAS CL I 425,587 618,543
    FIRSTHAND TECHNOLOGY VALUE FD 9,037 10,335
    GILEAD SCIENCES 8,922 7,632
    IVY MID CAP GROWTH I 242,391 486,502
    KINDER MORGAN INC 33,801 33,738
    KINDER MORGAN INC 16,390 13,233
    KKR & CO 78,314 162,729
    LYFT INC 23,798 26,923
    METROPOLITAN WEST TOTAL RETURN BOND 1,024,518 1,189,398
    MORGAN STANLEY EMERGING MKTS 360,116 481,204
    MORGAN STANLEY INTL EQUITY 423,073 501,129
    NEW MOUNTAIN FINANCE 30,985 28,650
    ONEOK INC 25,125 27,211
    ROYAL GOLD INC 10,358 12,550
    ROYCE MICRO-CAP TRUST INC 23,060 31,382
    ROYCE OPPORTUNITY 119,760 258,751
    SCULPTOR CAPITAL 19,886 24,472
    WESTERN ASSET HIGH YIELD 19,314 21,573
    WILLIAM BLAIR LARGE CAP GROWTH 673,967 1,353,318
    WILLIAM BLAIR SMALL CAP GROWTH 144,066 248,100
    INVESCO QQQ TRUST SERIES 1 270,469 453,041
    ISHARES RUSSELL MID-CAP VALUE ETF 280,404 377,853
    DFA U.S. SMALL CAP INSTITUTIONAL CLASS 152,141 221,655
    CNX RESOURCES CORPORATION 10,065 8,791
    EQUITRANS MIDSTREAM COMMON 31,663 23,421
    JPMORGAN HEDGED EQUITY I 257,403 262,168
    ARAMARK 29,823 51,525
    ARES CAPITAL CORPORATION 6,456 7,753
    ATHENE HOLDING 8,843 27,825
    BERKSHIRE HATHAWAY 50,659 63,532
    BLACKSTONE GROUP 48,105 121,130
    BOEING CO 19,406 29,326
    DIAMONDBACK ENERGY 16,273 28,798
    GOLUB CAP BDC INC 96,500 112,880
    GRAHAM HOLDINGS CO 42,803 56,538
    KAR AUCTION SERVICES 30,196 31,470
    NORWEGIAN CRUISE LINE 59,139 78,299
    PIONEER NATURAL RESOURCES 40,997 50,112
    RESTAURANT BRANDS 18,732 21,755
    VANGUARD RUSSELL 2000 24,325 40,075
    WALT DISNEY CO 24,583 46,382
    ENTERPRISE PRODUCTS OPERATING LLC 61,957 67,603
    PARTNERS GROUP PRIVATE EQUITY LLC 200,000 222,830

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HENRY DOLFINGER 2 TRUST UW
    EIN:
    23-6207346
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ENERGY TRANSFER LP AT COST 40,809 38,749
    ENTERPRISE PRODUCTS PARTNERS AT COST 40,390 81,396
    MAGELLAN MIDSTREAM AT COST 42,286 54,111
    MPLX LP AT COST 20,677 54,558
    PHILLIPS 66 PARTNERS AT COST 112 16,401
    PLAINS ALL AMERICAN PIPELINE AT COST 53,082 34,666
    SHELL MIDSTREAM PARTNERS AT COST 19,325 11,703
    WESTERN MIDSTREAM PARTNERS AT COST 18,346 21,076
    TC PIPELINES LP AT COST 18,945 22,912
    RATTLER MIDSTREAM LP AT COST 21,583 15,367
    COMPASS DIVERSIFIED AT COST 18,386 22,795
    ENERGY TRANSFER OPERATING AT COST 32,778 34,416

    TY 2020 LegalFeesSchedule
    Name:
    HENRY DOLFINGER 2 TRUST UW
    EIN:
    23-6207346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUANE MORRIS LEGAL FEES 18,631 9,315   9,316


    TY 2020 OtherAssetsSchedule
    Name:
    HENRY DOLFINGER 2 TRUST UW
    EIN:
    23-6207346
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LLR EQUITY PARTNERS II 184,856 166,685 3,800
    LUBERT-ADLER RE FUND IV-RO 325,602 296,667 39,740
    LUBERT-ADLER RE FUND V, L.P.-RO 117,580 98,706 51,054
    LLR EQUITY PARTNERS III, LP 108,635 105,621 98,119
    VERSA CAPITAL FUND II-A, LP 127,242 112,943 109,345
    LLR EQUITY PARTNERS IV, LP 204,212 135,490 369,992
    LLR EQUITY PARTNERS V 262,454 385,362 365,721


    TY 2020 OtherExpensesSchedule
    Name:
    HENRY DOLFINGER 2 TRUST UW
    EIN:
    23-6207346
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PHILANTHROPY NETWORK MEMBERSHIP FEE 3,500 0   3,500


    TY 2020 OtherIncomeSchedule2
    Name:
    HENRY DOLFINGER 2 TRUST UW
    EIN:
    23-6207346
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LLR EQUITY PARTNERS III -2,972 -2,972 -2,972
    LLR EQUITY PARTNERS II -14,282 -14,282 -14,282
    VERSA CAPITAL FUND II-A -1,638 -1,638 -1,638
    LUBERT-ADLER RE FUND V-RO -2,657 -2,657 -2,657
    LUBERT-ADLER RE FUND IV-RO -25,251 -25,251 -25,251
    LLR EQUITY PARTNERS IV 56,798 56,798 56,798
    ENTERPRISE PRODUCTS PARTNERS -7,462 -7,462 -7,462
    ENERGY TRANSFER LP -7,471 -7,471 -7,471
    EQM MIDSTREAM PARTNERS 453 453 453
    MPLX LP -2,606 -2,606 -2,606
    SHELL MIDSTREAM PARTNERS -327 -327 -327
    PHILLIPS 66 PARTNERS LP -1,726 -1,726 -1,726
    MAGELLAN MIDSTREAM PARTNERS -3,045 -3,045 -3,045
    WESTERN MIDSTREAM PARTNERS -3,665 -3,665 -3,665
    PLAINS ALL AMERICAN PIPELINE -8,527 -8,527 -8,527
    CNX 247 247 247
    BP MIDSTREAM PARTNERS -319 -319 -319
    LLR EQUITY PARTNERS V 26,035 26,035 26,035
    COMPASS DIVERSIFIED -128 -128 -128
    ENERGY TRANSFER OPERATING SER C 769 769 769
    TC PIPELINES LP -559 -559 -559


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HENRY DOLFINGER 2 TRUST UW
    EIN:
    23-6207346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC ADVISORS 2,000 2,000   0
    INVESTMENT ADVISORY FEES 54,068 54,068   0
    DUANE MORRIS ADMINISTRATION FEES 165,988 0   149,389


    TY 2020 TaxesSchedule
    Name:
    HENRY DOLFINGER 2 TRUST UW
    EIN:
    23-6207346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 8,036 0   0
    FOREIGN TAXES PAID 6,577 0   0