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
THE RUNNYMEDE SANCTUARY TRUST UAT OF
DIANA S WISTER DTD 8/5/2013
Number and street (or P.O. box number if mail is not delivered to street address)304 CREEK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COATESVILLE, PA19320
A Employer identification number

38-7098075
B Telephone number (see instructions)

(610) 857-5200
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$86,166,523J 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) 22,100
2 Check bullet.............
3 Interest on savings and temporary cash investments 4 4 4
4 Dividends and interest from securities... 378,503 378,503 378,503
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 202,177
b Gross sales price for all assets on line 6a 6,412,684
7 Capital gain net income (from Part IV, line 2)... 239,412
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)....... Click to see attachment 2,442 2,442 2,442
12 Total. Add lines 1 through 11........ 605,226 620,361 380,949
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 249,419 0 0 249,419
15 Pension plans, employee benefits....... 88,513 0 0 88,513
16a Legal fees (attach schedule)......... Click to see attachment 4,629 0 0 4,629
b Accounting fees (attach schedule)....... Click to see attachment 31,430 0 0 31,430
c Other professional fees (attach schedule).... Click to see attachment 108,478 103,473 0 5,005
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 43,387 11,012 0 32,375
19 Depreciation (attach schedule) and depletion... Click to see attachment 415,725 0 0
20 Occupancy.............. 30,783 0 0 30,783
21 Travel, conferences, and meetings....... 675 0 0 675
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 180,751 0 0 180,751
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,153,790 114,485 0 623,580
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,153,790 114,485 0 623,580
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -548,564
b Net investment income (if negative, enter -0-) 505,876
c Adjusted net income (if negative, enter -0-)... 380,949
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............. 182,497 348,783 348,783
2 Savings and temporary cash investments......... 640,996 494,867 494,867
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)....... 16,223,594 Click to see attachment18,510,474 18,510,474
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).......... 11,280,951 Click to see attachment12,679,482 12,679,482
14 Land, buildings, and equipment: basis bullet55,491,926
Less: accumulated depreciation (attach schedule) bullet1,359,009 54,527,130 Click to see attachment54,132,917 54,132,917
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 82,855,168 86,166,523 86,166,523
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 82,855,168 86,166,523
29 Total net assets or fund balances (see instructions)..... 82,855,168 86,166,523
30 Total liabilities and net assets/fund balances (see instructions). 82,855,168 86,166,523
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
82,855,168
2
Enter amount from Part I, line 27a .....................
2
-548,564
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,859,919
4
Add lines 1, 2, and 3 ..........................
4
86,166,523
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
86,166,523
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 SALES OF PUBLICLY TRADED STOCKS P    
b SALES OF PUBLICLY TRADED STOCKS P    
c SALES OF PUBLICLY TRADED STOCKS D    
d INVESTMENT IN BROWN ADVISORY PEP V TE P    
e INVESTMENT IN BROWN ADVISORY PEP V TE P    
INVESTMENT IN BROWN ADVISORY PEP VI P    
INVESTMENT IN BROWN ADVISORY PEP VI P    
INVESTMENT IN BROWN ADVISORY PEP VII P    
INVESTMENT IN WHALE ROCK FLAGSHIP FUND P    
INVESTMENT IN WHALE ROCK FLAGSHIP FUND P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,211,693   2,224,599 -12,906
b 3,720,392   3,663,140 57,252
c 243,630   163,537 80,093
d 4,272     4,272
e 7,255     7,255
971     971
4,391     4,391
311     311
    86,996 -86,996
6,703     6,703
178,066     178,066
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       -12,906
b       57,252
c       80,093
d       4,272
e       7,255
      971
      4,391
      311
      -86,996
      6,703
      178,066
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 2 239,412
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 -94,348
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 7,032
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 7,032
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 7,032
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 16,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,400
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 9,368
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet9,368 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
     
    No
    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
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletWWW.RUNNYMEDESANCTUARY.ORG
    14
    The books are in care ofbulletSIANA CARR O'CONNOR LYNAM LLP Telephone no.bullet (610) 296-4200

    Located atbullet1500 E LANCASTER AVE STE 202PAOLIPA ZIP+4bullet19301
    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
    MARGARET DURIEZ TRUSTEE
    1.00     		0 0 0
    250 PALMO WAY
    PALM BEACH,FL33480
    REDMOND STEWART STRAWBRIDGE TRUSTEE
    1.00     		0 0 0
    3801 KENNETT PIKE SUITE B-100
    WILMINGTON,DE19807
    ELLEN FERRETTI TRUSTEE
    1.00     		0 0 0
    PO BOX 141
    CHADDS FORD,PA19317
    DR ALBERTA M WISTER VMD TRUSTEE
    1.00     		0 0 0
    2110 TWINBROOK ROAD
    BERWYN,PA19312
    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
    BRANDON MAY SANCTUARY MGR
    40.00     		53,195 1,862 0
    304 CREEK ROAD
    COATESVILLE,PA19320
    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
    BROWN ADVISORY FINANCIAL SERVICES 62,412
    901 SOUTH BOND STREET SUITE 400
    BALTIMORE,MD21231
    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 TO PRESERVE THE ESSENTIAL TRANQUIL CHARACTER, QUIET BEAUTY, AND NATURAL RESOURCES OF ALL REAL ESTATE HELD WITHIN THE RUNNYMEDE SANCTUARY. 623,581
    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
    25,010,475
    b
    Average of monthly cash balances.......................
    1b
    1,203,198
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,213,673
    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
    26,213,673
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    393,205
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    25,820,468
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,291,023
    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
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    623,580
    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
    21,512
    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
    645,092
    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
    645,092
    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  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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
    2014-08-12
    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
    380,949 464,690 546,945 423,093 1,815,677
    b 85% of line 2a ......... 323,807 394,987 464,903 359,629 1,543,325
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		645,092 1,509,383 2,171,433 4,496,405 8,822,313
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		645,092 1,509,383 2,171,433 4,496,405 8,822,313
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 87,525,532 83,798,452 79,230,021 80,423,034 330,977,039
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 55,491,926 55,470,414 54,755,594 53,326,644 219,044,578
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		860,682 870,455 824,503 794,956 3,350,596
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    Total .................................bullet 3a 0
    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 ...........     		    14 4  
    4 Dividends and interest from securities....     14 378,503  
    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 2,442  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 202,177  
    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).. 0 583,126 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    583,126
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
    DIANA S WISTER DTD 8/5/2013
    Employer identification number

    38-7098075
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
    DIANA S WISTER DTD 8/5/2013         		Employer identification number
    38-7098075
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DIANA S WISTER
    2011 RENAISSANCE BLVD STE 102
     
    KING OF PRUSSIA, PA19406

    		$ 22,100


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
    DIANA S WISTER DTD 8/5/2013         		Employer identification number

    38-7098075
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
    DIANA S WISTER DTD 8/5/2013         		Employer identification number

    38-7098075
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 31,430 0 0 31,430

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    600.6 ACRES OF LAND 2014-12-19 13,200,000   L   0 0 0  
    SINGLE FAMILY RESIDENCE & 2 GARAGES 2014-12-19 341,500 44,145 SL 39.000000000000 8,756 0 8,756  
    303.4 ACRES OF LAND 2015-03-20 9,100,000   L   0 0 0  
    FURNITURE - E BRAUN'S FARMTABLE 2015-10-29 13,606 10,191 200DB 7.000000000000 1,188 0 1,944  
    EQUIPMENT - DOLLY FISHER INT 2015-11-19 11,910 10,769 200DB 5.000000000000 1,141 0 1,141  
    EQUIPMENT - AG INDUSTRIAL 2015-11-23 39,815 36,002 200DB 5.000000000000 3,813 0 3,813  
    321.9 ACRES OF LAND 2015-02-26 9,660,000   L   0 0 0  
    FURNITURE - E BRAUN'S FARMTABLE 2016-07-14 4,600 3,103 200DB 7.000000000000 428 0 657  
    EQUIPMENT - WOOD CHIPPER 2016-10-13 31,270 24,854 200DB 5.000000000000 3,422 0 6,254  
    EQUIPMENT - SNAP ON TOOLS 2016-10-13 7,125 5,663 200DB 5.000000000000 780 0 1,425  
    FARM TRUCK WITH SNOW PLOW 2016-10-18 50,000 39,740 200DB 5.000000000000 5,472 0 10,000  
    EQUIPMENT - AG INDUSTRIAL 2016-11-17 15,850 12,598 200DB 5.000000000000 1,734 0 3,170  
    308 ACRES OF LAND 2016-02-29 9,240,000   L   0 0 0  
    EQUIPMENT - AG INDUSTRIAL 2016-05-16 14,885 12,558 200DB 5.000000000000 1,692 0 2,327  
    EQUIPMENT - HOOBER INC. 2016-05-25 26,447 22,313 200DB 5.000000000000 3,007 0 4,134  
    ANCIENTWOOD LTD. TABLE 2016-06-20 17,750 12,436 200DB 7.000000000000 1,575 0 2,536  
    EQUIPMENT - LIBERTY TOOL 2016-10-05 2,602 2,068 200DB 5.000000000000 285 0 520  
    TRUCK - COUNTRY DODGE 2016-10-28 11,910 9,466 200DB 5.000000000000 1,303 0 2,382  
    4 WHEELERS - LEROY'S INC 2016-11-17 11,978 9,520 200DB 5.000000000000 1,311 0 2,396  
    EQUIPMENT - LIBERTY TOOL 2016-12-05 1,029 818 200DB 5.000000000000 113 0 206  
    EQUIPMENT - HOOBER INC. 2016-12-15 32,436 25,780 200DB 5.000000000000 3,550 0 6,487  
    IRRIGATION SYSTEM 2016-06-01 6,032 1,910 150DB 15.000000000000 412 0 402  
    GAS TANK FENCING 2016-06-01 5,400 1,710 150DB 15.000000000000 369 0 360  
    CONFERENCE CENTER/SHED 2016-06-01 2,683,430 243,688 SL 39.000000000000 68,806 0 68,806  
    DEEP LANDING WORKSHOP - LIGHTING 2016-03-30 1,710 1,243 200DB 7.000000000000 149 0 244  
    CHICKEN COOPS - HORIZON STRUCTURES 2016-04-25 14,940 10,468 200DB 7.000000000000 1,325 0 2,134  
    EQUIPMENT - KENNETH LYNCH 2016-05-18 8,287 6,992 200DB 5.000000000000 942 0 1,295  
    DEEP LANDING WORKSHOP - LIGHTING 2016-06-16 1,809 1,268 200DB 7.000000000000 160 0 258  
    LAND IMPROVEMENTS - TOM GROFF, INC. 2016-07-15 53,166 15,862 150DB 15.000000000000 3,730 0 3,544  
    LAND IMPROVEMENTS - MARTIN PAVING 2016-06-08 39,386 12,468 150DB 15.000000000000 2,692 0 2,626  
    LAND IMPROVEMENTS - GLOMB SVCS 2016-06-29 21,250 6,727 150DB 15.000000000000 1,452 0 1,417  
    LAND IMPROVEMENTS - EARTH CARE INC 2016-06-17 1,710 541 150DB 15.000000000000 117 0 114  
    LAND IMPROVEMENTS - RP NURSERIES 2016-06-29 7,118 2,254 150DB 15.000000000000 486 0 475  
    LAND IMPROVEMENTS - GLOMB SVCS 2016-11-30 3,230 904 150DB 15.000000000000 233 0 215  
    IRRIGATION SYSTEM 2016-12-15 14,249 3,991 150DB 15.000000000000 1,026 0 950  
    LAND IMPROVEMENTS - CHESTER COUNTY 2016-11-30 52,900 14,818 150DB 15.000000000000 3,808 0 3,527  
    181.85 ACRES OF LAND 2016-02-29 4,545,000   L   0 0 0  
    LAND IMPROVEMENTS - TOM GROFF, INC. 2017-11-17 85,519 17,115 150DB 15.000000000000 6,840 0 5,701  
    BRONZE HOUND 2017-04-13 35,000 8,422 150DB 15.000000000000 2,658 0 2,333  
    COPPER WEATHERVANE 2017-12-20 5,468 1,094 150DB 15.000000000000 437 0 365  
    EQUIPMENT - ATV'S - LEROYS 2017-11-17 22,363 14,715 200DB 5.000000000000 3,059 0 4,473  
    IRRIGATION SYSTEM 2017-02-27 4,188 1,092 150DB 15.000000000000 310 0 279  
    LAND IMPROVEMENTS - GLOMB SVCS 2017-05-15 2,305 555 150DB 15.000000000000 175 0 154  
    FENCING AND PAVERS 2017-04-19 17,296 4,162 150DB 15.000000000000 1,313 0 1,153  
    IMPROVEMENTS 2018-10-31 5,113,702 158,438 SL 39.000000000000 131,121 0 131,121  
    TRACTOR AXLE 2018-06-21 8,781 4,829 200DB 5.000000000000 1,581 0 1,756  
    SECURITY SYSTEM 2018-06-27 5,671 3,119 200DB 5.000000000000 1,021 0 1,134  
    TRACTORS & EQUIP 2018-10-31 69,218 29,764 200DB 5.000000000000 15,782 0 13,844  
    TRUCK PURCHASE 2018-12-31 56,817 24,431 200DB 5.000000000000 12,954 0 11,363  
    LAND IMPROVEMENTS - IRRIGATION 2018-01-08 26,310 4,703 150DB 15.000000000000 2,161 0 1,754  
    FENCING 2018-06-06 5,175 808 150DB 15.000000000000 437 0 345  
    BRIDGE 2019-06-30 453,466 22,673 150DB 15.000000000000 43,079 0 30,231  
    L47 KUBOTA LOADER BACKHOE 2019-01-11 72,297 14,459 200DB 5.000000000000 23,135 0 14,459  
    LIGHTING UPGRADE 2019-12-09 25,900 1,295 150DB 15.000000000000 2,461 0 1,727  
    NEW HOLLAND L220 SKIDSTEER 2019-12-19 47,488 9,498 200DB 5.000000000000 15,196 0 9,498  
    2019 RAM 4500 HD CAB & CHASSIS 2019-12-13 61,921 12,384 200DB 5.000000000000 19,815 0 12,384  
    LANDSCAPE 2019-10-31 4,976 249 150DB 15.000000000000 473 0 332  
    LAND IMPROVEMENTS - IRRIGATION 2019-12-26 5,222 261 150DB 15.000000000000 496 0 348  
    SPRINGHOUSE RESTORATION 2019-12-15 47,000 2,350 150DB 15.000000000000 4,465 0 3,133  
    CONFERENCE ROOM LIGHTING 2020-01-14 17,166   150DB 15.000000000000 858 0 1,144  
    PRESSURE WASHER 2020-02-06 4,346   200DB 7.000000000000 621 0 569  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SALE OF HAY   PURCHASED     35,000   COST 0 35,000  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ARTISAN INTL VALUE FUND INS 2,427,354 2,427,354
    BA BEUTL GDMAN LRG CAP INST 1,959,998 1,959,998
    BROWN ADV STRAT EUR EQ INS 1,567,223 1,567,223
    BROWN ADVISORY EMG MKTS INS 1,405,626 1,405,626
    BROWN ADVISORY SM CP FUNDAMENTAL VAL 1,611,866 1,611,866
    DFA US SUSTAINABILITY CORE 1 2,295,086 2,295,086
    ADOBE INC 125,030 125,030
    ALPHABET INC CL A 141,964 141,964
    AMAZON COM INC 172,617 172,617
    AMERICAN TOWER CORP 136,921 136,921
    AUTODESK INC 123,663 123,663
    BALL CORP 88,707 88,707
    DANAHER CORP 145,502 145,502
    ECOLAB INC 77,457 77,457
    EDWARDS LIFESCIENCES CORP 85,756 85,756
    FORTIVE CORP WI 99,998 99,998
    HOME DEPOT INC 96,686 96,686
    IDEXX LABS INC 147,462 147,462
    INTUIT INC 154,979 154,979
    MICROSOFT CORP 178,603 178,603
    MONOLITHIC POWER SYSTEMS INC 116,827 116,827
    NORDSON CORP 70,132 70,132
    THERMO FISHER SCIENTIFIC INC 140,666 140,666
    TYLER TECHNOLOGIES INC 56,311 56,311
    UNITEDHEALTH GROUP INC 156,754 156,754
    VERISK ANALYTICS INC CL A 140,538 140,538
    VISA INC CLASS A SHARES 162,079 162,079
    WEST PHARMACEUTICAL SVCS INC 127,773 127,773
    MARVELL TECHNOLOGY GROUP LTD 123,937 123,937
    AFLAC INC 31,752 31,752
    ALTRIA GROUP INC 29,151 29,151
    AMERISOURCEBERGEN CORP 43,405 43,405
    AMGEN INC 48,513 48,513
    CVS HEALTH CORPORATION 49,176 49,176
    CHEVRON CORPORATION 30,233 30,233
    CONAGRA BRANDS, INC 41,191 41,191
    DOLLAR GENERAL CORP 41,429 41,429
    GRAINGER W W INC 44,509 44,509
    JM SMUCKER CO THE 27,860 27,860
    JOHNSON JOHNSON 53,352 53,352
    KROGER CO 47,894 47,894
    LOWES CO INC 56,018 56,018
    MARSH MCLENNAN COS INC 47,151 47,151
    MERCK CO INC 40,327 40,327
    MICROCHIP TECHNOLOGY INC 38,533 38,533
    PHILIP MORRIS INTL 35,517 35,517
    ROSS STORES INC 64,966 64,966
    STATE STR CORP 45,851 45,851
    UNITEDHEALTH GROUP INC 56,109 56,109
    GLOBAL PAYMENTS INC 55,148 55,148
    STANLEY BLACK DECKER INC 28,034 28,034
    ANALOG DEVICES INC 134,877 134,877
    BIO RAD LABS INC 102,014 102,014
    ETSY INC 88,421 88,421
    NIKE INC 103,556 103,556
    ACCELERON PHARMA INC 18,167 18,167
    ARES MANAGEMENT CORP A 21,125 21,125
    ASPEN TECHNOLOGY INC 11,853 11,853
    BLACKLINE INC 41,615 41,615
    BLUEPRINT MEDICINES 25,458 25,458
    BRIGHT HORIZONS 56,568 56,568
    BWX TECHNOLOGIES 25,016 25,016
    CACTUS INC A 8,186 8,186
    CASEYS GEN STORES 40,725 40,725
    CATALENT INC 50,890 50,890
    CHARLES RIVER LABORATORIES 69,961 69,961
    CHEGG INC 30,441 30,441
    CHOICE HOTELS INTL INC 21,026 21,026
    ESCO TECHNOLGIES INC 9,496 9,496
    HAIN CELESTIAL GROUP INC 65,163 65,163
    IOVANCE BIOTHERAPEUTICS INC 11,739 11,739
    MSA SAFETY INC 26,143 26,143
    NEUROCRINE BIOSCIENCES INC 21,183 21,183
    PROSPERITY BANCSHARES INC 34,056 34,056
    WOODWARD INC 16,042 16,042
    BIOHAVEN PHARMACEUTICAL 23,742 23,742
    WASTE CONNECTIONS 54,670 54,670
    CLARUS CORP 12,859 12,859
    DYNATRACE INC 27,260 27,260
    ETSY INC 10,497 10,497
    EVO PAYMENTS INC CLASS A 43,270 43,270
    GLOBAL BLOOD THERAPEUTICS 7,536 7,536
    GUIDEWIRE SOFTWARE INC 10,942 10,942
    HAMILTON LANE INC CLASS A 10,615 10,615
    HEALTHEQUITY INC 30,184 30,184
    IAA SPINCO INC 72,128 72,128
    IDEX CORP 17,729 17,729
    JOHN BEAN TECHNOLOGIES 22,318 22,318
    KNIGHT SWIFT TRANSPORTATION 14,051 14,051
    LITTELFUSE INC 26,994 26,994
    MAXIMUS INC 5,928 5,928
    MERCURY SYSTEMS INC 10,655 10,655
    NATIONAL VISION HOLDINGS INC 37,817 37,817
    NEOGENOMICS INC 56,909 56,909
    NESCO HOLDINGS INC 3,862 3,862
    ORTHOPEDIATRICS CORP 15,345 15,345
    PHREESIA INC 36,951 36,951
    PROS HOLDINGS INC 21,425 21,425
    SITEONE LANDSCAPE SUPPLY INC 49,017 49,017
    STITCH FIX INC CLASS A 22,372 22,372
    TOPBUILD CORP 34,607 34,607
    WEX INC 24,831 24,831
    WORKIVA INC 71,922 71,922
    ZUORA INC CLASS A 14,682 14,682
    ZYNGA INC 67,096 67,096
    ESTABLISHMENT LABS HOLDINGS 19,196 19,196
    GENPACT LIMITED 67,127 67,127
    MAKEMYTRIP LTD 30,947 30,947
    MIMECAST LTD 49,167 49,167
    ACCOLADE INC 16,791 16,791
    ANGI HOMESERVICES INC 13,881 13,881
    BRUKER CORPORATION 24,088 24,088
    CERTARA INC 8,464 8,464
    CHURCHILL DOWNS INC 12,856 12,856
    CMC MATLS INC 31,016 31,016
    COGENT COMMUNICATIONS HOLDING 26,283 26,283
    EASTGROUP PROPERTIES INC 34,239 34,239
    ENCOMPASS HEALTH CORPORATION 25,965 25,965
    ENTEGRIS INC 31,040 31,040
    ENVESTNET INC 26,662 26,662
    FIBROGEN INC 7,678 7,678
    FTI CONSULTING INC 24,020 24,020
    INARI MED INC 8,554 8,554
    INFINERA CORP 10,711 10,711
    LATTICE SEMICONDUCTOR CORP 42,109 42,109
    LIBERTY BROADBAND C 38 38
    MANTECH INTL CORP A 23,480 23,480
    NEVRO CORP 12,636 12,636
    NUANCE COMMUNICATIONS INC 39,416 39,416
    OAK STREET HEALTH INC 12,905 12,905
    PROGYNY INC 18,652 18,652
    QUAKER CHEM CORP 36,488 36,488
    SIMPLY GOOD FOODS COMPANY 21,043 21,043
    SUMO LOGIC INC 4,859 4,859
    VROOM INC COM 11,431 11,431
    ABCAM PLC 8,943 8,943
    CADENCE DESIGN SYS INC 106,552 106,552
    DYNATRACE INC 108,608 108,608
    SERVICENOW INC 122,746 122,746
    SQUARE INC 70,080 70,080
    STARBUCKS CORP 84,728 84,728
    ACCENTURE PLC 70,004 70,004
    AUTOMATIC DATA PROCESSING 36,826 36,826
    COCA COLA COMPANY 49,904 49,904
    SYSCO CORP 42,551 42,551
    US BANCORP 51,761 51,761
    MEDTRONIC PLC 43,459 43,459
    UNILEVER PLC SPONSORED ADR - UL REPSTG 37,001 37,001

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BROWN ADV SUSTAIN BND INST AT COST 1,719,055 1,719,055
    VANGUARD LIFESTRATEGY GRO IV AT COST 4,332,036 4,332,036
    BROWN ADVISORY PRIVATE EQUITY V AT COST 131,505 131,505
    BROWN ADVISORY REAL ESTATE AT COST 82,480 82,480
    VIKING GLOBAL OPPORTUNITIES AT COST 913,301 913,301
    TPG PUBLIC EQUITY PARTNERS-B LTD AT COST 594,288 594,288
    BROWN ADVISORY PRIVATE EQUITY VI AT COST 109,990 109,990
    GENERATION IM ASIA FUND AT COST 1,293,182 1,293,182
    BROWN ADV PRIVATE EQUITY PARTNERS VII AT COST 76,351 76,351
    BROWN ADV PRIVATE INCOME PARTNERS I AT COST 73,681 73,681
    ELLIOT ASSOCIATES - CLASS F8 AT COST 63,815 63,815
    PALESTRA CAPITAL PARTNERS AT COST 690,398 690,398
    VANGUARD SHORT TERM BOND INDEX AT COST 651,289 651,289
    BROWN ADVISORY PEP VIII AT COST 11,830 11,830
    BROWN ADVISORY REAL ESTATE II AT COST 41,084 41,084
    HILLHOUSE CHINA VAL AT COST 500,000 500,000
    WHALE ROCK FLAGSHIP FUND, LP AT COST 645,197 645,197
    DIAMETER OFFSHORE FUND LP AT COST 750,000 750,000

    TY 2020 LandEtcSchedule2
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    600.6 ACRES OF LAND 13,200,000 0 13,200,000  
    SINGLE FAMILY RESIDENCE & 2 GARAGES 341,500 52,901 288,599  
    303.4 ACRES OF LAND 9,100,000 0 9,100,000  
    FURNITURE - E BRAUN'S FARMTABLE 13,606 11,379 2,227  
    EQUIPMENT - DOLLY FISHER INT 11,910 11,910 0  
    EQUIPMENT - AG INDUSTRIAL 39,815 39,815 0  
    321.9 ACRES OF LAND 9,660,000 0 9,660,000  
    FURNITURE - E BRAUN'S FARMTABLE 4,600 3,531 1,069  
    EQUIPMENT - WOOD CHIPPER 31,270 28,276 2,994  
    EQUIPMENT - SNAP ON TOOLS 7,125 6,443 682  
    FARM TRUCK WITH SNOW PLOW 50,000 45,212 4,788  
    EQUIPMENT - AG INDUSTRIAL 15,850 14,332 1,518  
    308 ACRES OF LAND 9,240,000 0 9,240,000  
    EQUIPMENT - AG INDUSTRIAL 14,885 14,250 635  
    EQUIPMENT - HOOBER INC. 26,447 25,320 1,127  
    ANCIENTWOOD LTD. TABLE 17,750 14,011 3,739  
    EQUIPMENT - LIBERTY TOOL 2,602 2,353 249  
    TRUCK - COUNTRY DODGE 11,910 10,769 1,141  
    4 WHEELERS - LEROY'S INC 11,978 10,831 1,147  
    EQUIPMENT - LIBERTY TOOL 1,029 931 98  
    EQUIPMENT - HOOBER INC. 32,436 29,330 3,106  
    IRRIGATION SYSTEM 6,032 2,322 3,710  
    GAS TANK FENCING 5,400 2,079 3,321  
    CONFERENCE CENTER/SHED 2,683,430 312,494 2,370,936  
    DEEP LANDING WORKSHOP - LIGHTING 1,710 1,392 318  
    CHICKEN COOPS - HORIZON STRUCTURES 14,940 11,793 3,147  
    EQUIPMENT - KENNETH LYNCH 8,287 7,934 353  
    DEEP LANDING WORKSHOP - LIGHTING 1,809 1,428 381  
    LAND IMPROVEMENTS - TOM GROFF, INC. 53,166 19,592 33,574  
    LAND IMPROVEMENTS - MARTIN PAVING 39,386 15,160 24,226  
    LAND IMPROVEMENTS - GLOMB SVCS 21,250 8,179 13,071  
    LAND IMPROVEMENTS - EARTH CARE INC 1,710 658 1,052  
    LAND IMPROVEMENTS - RP NURSERIES 7,118 2,740 4,378  
    LAND IMPROVEMENTS - GLOMB SVCS 3,230 1,137 2,093  
    IRRIGATION SYSTEM 14,249 5,017 9,232  
    LAND IMPROVEMENTS - CHESTER COUNTY 52,900 18,626 34,274  
    181.85 ACRES OF LAND 4,545,000 0 4,545,000  
    LAND IMPROVEMENTS - TOM GROFF, INC. 85,519 23,955 61,564  
    BRONZE HOUND 35,000 11,080 23,920  
    COPPER WEATHERVANE 5,468 1,531 3,937  
    EQUIPMENT - ATV'S - LEROYS 22,363 17,774 4,589  
    IRRIGATION SYSTEM 4,188 1,402 2,786  
    LAND IMPROVEMENTS - GLOMB SVCS 2,305 730 1,575  
    FENCING AND PAVERS 17,296 5,475 11,821  
    IMPROVEMENTS 5,113,702 289,559 4,824,143  
    TRACTOR AXLE 8,781 6,410 2,371  
    SECURITY SYSTEM 5,671 4,140 1,531  
    TRACTORS & EQUIP 69,218 45,546 23,672  
    TRUCK PURCHASE 56,817 37,385 19,432  
    LAND IMPROVEMENTS - IRRIGATION 26,310 6,864 19,446  
    FENCING 5,175 1,245 3,930  
    BRIDGE 453,466 65,752 387,714  
    L47 KUBOTA LOADER BACKHOE 72,297 37,594 34,703  
    LIGHTING UPGRADE 25,900 3,756 22,144  
    NEW HOLLAND L220 SKIDSTEER 47,488 24,694 22,794  
    2019 RAM 4500 HD CAB & CHASSIS 61,921 32,199 29,722  
    LANDSCAPE 4,976 722 4,254  
    LAND IMPROVEMENTS - IRRIGATION 5,222 757 4,465  
    SPRINGHOUSE RESTORATION 47,000 6,815 40,185  
    CONFERENCE ROOM LIGHTING 17,166 858 16,308  
    PRESSURE WASHER 4,346 621 3,725  


    TY 2020 LegalFeesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,629 0 0 4,629


    TY 2020 OtherExpensesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE - LEGAL LIABILITY 39,149 0 0 39,149
    REPAIR & MAINTENANCE 80,695 0 0 80,695
    SUPPLIES 60,892 0 0 60,892
    DUES 15 0 0 15


    TY 2020 OtherIncomeSchedule2
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INVESTMENT IN BROWN ADVISORY PEP V TE 952 952 952
    INVESTMENT IN BROWN ADVISORY REAL ESTATE PARTNERS I QP 311 311 311
    INVESTMENT IN BROWN ADVISORY PEP VI 247 247 247
    INVESTMENT IN BROWN ADVISORY PEP VII 89 89 89
    INVESTMENT IN BROWN ADVISORY PIP I 701 701 701
    INVESTMENT IN BROWN ADVISORY PEP VIII 3 3 3
    INVESTMENT IN BROWN ADVISORY REAL ESTATE PARTNERS II QP 139 139 139


    TY 2020 OtherIncreasesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Description Amount
    CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS 3,827,064
    EXCISE TAX REFUND 32,855


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 5,005 0 0 5,005
    INVESTMENT FEES 67,923 67,923 0 0
    LP/LLC INVESTMENT EXPENSES 35,550 35,550 0 0


    TY 2020 SubstantialContributorsSch
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Name Address
    DIANA S WISTER 2011 RENAISSANCE BLVD STE 102
    KING OF PRUSSIA,PA19406
    MARGARET DORRANCE STRAWBRIDGE FOUNDATION OF PENNSYLVANIA II INC
          		C/O 2011 RENAISSANCE BLVD STE 102
    KING OF PRUSSIA,PA19406
    THE BRANDYWINE CONSERVANCY
          		PO BOX 141
    CHADDS FORD,PA19317
    DIANA S WISTER 2011 CRUT #2
          		C/O 2011 RENAISSANCE BLVD STE 102
    KING OF PRUSSIA,PA19406
    DIANA S WISTER TR 4317
          		C/O 2011 RENAISSANCE BLVD STE 102
    KING OF PRUSSIA,PA19406


    TY 2020 TaxesSchedule
    Name:
    THE RUNNYMEDE SANCTUARY TRUST UAT OF
     
    DIANA S WISTER DTD 8/5/2013
    EIN:
    38-7098075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 32,375 0 0 32,375
    FOREIGN TAX 11,012 11,012 0 0