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
CW SCHRENK & MARJORIE SCHRENK
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)130 BUCK ROAD NO 201
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOLLAND, PA18966
A Employer identification number

23-6906450
B Telephone number (see instructions)

(215) 355-3333
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$4,065,477
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) 740,061
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 129,989 129,989  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -52,298
b Gross sales price for all assets on line 6a 1,765,271
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ 817,752 129,989 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,250 2,250 0 0
c Other professional fees (attach schedule).... 12,775 12,775 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,587 1,587 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 953 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,565 16,612 0 0
25 Contributions, gifts, grants paid....... 147,396 147,396
26 Total expenses and disbursements. Add lines 24 and 25 164,961 16,612 0 147,396
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 652,791
b Net investment income (if negative, enter -0-) 113,377
c Adjusted net income (if negative, enter -0-)... 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............. 5,771 46,780 46,780
2 Savings and temporary cash investments......... 163,115 158,949 158,949
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)....... 2,735,751 Click to see attachment3,859,255 3,859,255
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment493 Click to see attachment493
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,904,637 4,065,477 4,065,477
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) Click to see attachment412 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 412 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........... 2,865,805 4,024,240
25 Net assets with donor restrictions............ 38,420 41,237
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,904,225 4,065,477
30 Total liabilities and net assets/fund balances (see instructions). 2,904,637 4,065,477
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
2,904,225
2
Enter amount from Part I, line 27a .....................
2
652,791
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
508,461
4
Add lines 1, 2, and 3 ..........................
4
4,065,477
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
4,065,477
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 RIVERPARK STRATEGIC INCOME FUND   2016-10-10 2020-03-05
b RIVERPARK STRATEGIC INCOME FUND   2015-10-16 2020-03-05
c FMI LARGE CAP FUND INSTITUTIONAL   2009-03-19 2020-03-09
d FMI LARGE CAP FUND INSTITUTIONAL   2009-06-25 2020-03-09
e FMI LARGE CAP FUND INSTITUTIONAL   2017-12-15 2020-03-09
FMI LARGE CAP FUND INSTITUTIONAL   2018-03-22 2020-03-09
FMI LARGE CAP FUND INSTITUTIONAL   2018-08-24 2020-03-09
RIVERPARK STRATEGIC INCOME FUND   2016-10-10 2020-03-11
RIVERPARK STRATEGIC INCOME FUND   2016-10-10 2020-03-18
LAZARD INTERNATIONAL STRATEGIC EQUITY INSTL   2018-08-24 2020-03-20
LAZARD INTERNATIONAL STRATEGIC EQUITY INSTL   2016-01-11 2020-03-20
LAZARD INTERNATIONAL STRATEGIC EQUITY INSTL   2017-01-18 2020-03-20
BRADDOCK MLT STRAT INC I   2019-08-07 2020-03-20
LAZARD INTERNATIONAL STRATEGIC EQUITY INSTL   2019-02-22 2020-03-20
LAZARD INTERNATIONAL STRATEGIC EQUITY INSTL   2015-03-03 2020-03-20
LAZARD INTERNATIONAL STRATEGIC EQUITY INSTL   2018-03-22 2020-03-20
BRADDOCK MLT STRAT INC I   2019-05-21 2020-03-20
MILLER CONV FD CL I   2016-01-11 2020-03-23
MILLER CONV FD CL I   2015-10-16 2020-03-23
RIVERPARK STRATEGIC INCOME FUND   2016-10-10 2020-03-23
ANGEL OAK MULTI-STRATEGY INCOME INSTL   2018-01-26 2020-03-23
ANGEL OAK MULTI-STRATEGY INCOME INSTL   2016-04-29 2020-03-23
ANGEL OAK MULTI-STRATEGY INCOME INSTL   2013-06-24 2020-03-23
ANGEL OAK MULTI-STRATEGY INCOME INSTL   2013-03-13 2020-03-23
BRADDOCK MLT STRAT INC I   2019-05-21 2020-03-23
CYPRESS SEMICONDUCTOR CORP COM   2020-04-20 2020-04-21
MATTEL INC COM   2020-04-13 2020-05-08
MERITOR INC COM   2020-04-13 2020-05-08
MGIC INVT CORP WIS COM   2020-04-13 2020-05-08
LAS VEGAS SANDS CORP COM   2020-04-13 2020-05-08
KKR & CO INC COM   2020-04-13 2020-05-08
3M CO COM   2020-04-13 2020-05-08
PAN AMERN SILVER CORP COM   2020-04-13 2020-05-08
NXP SEMICONDUCTORS N V COM   2020-04-13 2020-05-08
WABTEC COM   2020-04-13 2020-05-08
VIACOMCBS INC CL B   2020-04-13 2020-05-08
VIACOMCBS INC CL A   2020-04-13 2020-05-08
UNIVEST FINANCIAL CORPORATION COM   2020-04-13 2020-05-08
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS   2020-04-13 2020-05-08
SINCLAIR BROADCAST GROUP INC CL A   2020-04-13 2020-05-08
SCHLUMBERGER LTD COM STK   2020-04-13 2020-05-08
QUORUM HEALTH CORP COM   2020-04-13 2020-05-08
QUALCOMM INC COM   2020-04-13 2020-05-08
PRUDENTIAL FINL INC COM   2020-04-13 2020-05-08
PHAROL SGPS SA SPONSORED ADR   2020-04-13 2020-05-08
PERRIGO CO PLC SHS   2020-04-13 2020-05-08
KINDER MORGAN INC DEL COM   2020-04-13 2020-05-08
ORMAT TECHNOLOGIES INC COM   2020-04-13 2020-05-08
OLD REP INTL CORP COM   2020-04-13 2020-05-08
MOTORS LIQ CO GUC TR UNIT BEN INT   2020-04-13 2020-05-08
JENSEN QUALITY GROWTH   2019-02-22 2020-05-08
KAYNE ANDERSON NEXTGEN ENRGY COM   2020-04-13 2020-05-08
CATERPILLAR INC COM   2020-04-13 2020-05-08
BAIDU INC SPON ADR REP A   2020-04-13 2020-05-08
APPLE INC COM   2020-04-13 2020-05-08
BK OF AMERICA CORP COM   2020-04-13 2020-05-08
CALUMET SPECIALTY PRODS PARTNE UT LTD PARTNER   2020-04-13 2020-05-08
CAPITAL PRODUCT PARTNERS L P PARTNERSHP UNITS   2020-04-13 2020-05-08
CITIGROUP INC COM NEW   2020-04-13 2020-05-08
COMMUNITY HEALTH SYS INC NEW COM   2020-04-13 2020-05-08
CUMMINS INC COM   2020-04-13 2020-05-08
CVR ENERGY INC COM   2020-04-13 2020-05-08
CVR PARTNERS LP COM   2020-04-13 2020-05-08
DISCOVER FINL SVCS COM   2020-04-13 2020-05-08
ENERGY FUELS INC COM NEW   2020-04-13 2020-05-08
FACEBOOK INC CL A   2020-04-13 2020-05-08
DENISON MINES CORP COM   2020-04-13 2020-05-08
FRONTIER COMMUNICATIONS CORP COM NEW   2020-04-13 2020-05-08
INTERNATIONAL BUSINESS MACHS COM   2020-04-13 2020-05-08
INTEL CORP COM   2020-04-13 2020-05-08
HOVNANIAN ENTERPRISES INC CL A NEW   2020-04-13 2020-05-08
FREEPORT-MCMORAN INC CL B   2020-04-13 2020-05-08
HILLS STORES CO NEW COM   2020-04-13 2020-05-08
GOODYEAR TIRE & RUBR CO COM   2020-04-13 2020-05-08
ISHARES MSCI CHINA ETF   2020-04-13 2020-05-08
ALIBABA GROUP HLDG LTD SPONSORED ADS   2020-04-13 2020-05-08
GENERAL MTRS CO COM   2020-04-13 2020-05-08
GENERAL ELECTRIC CO COM NEW   2020-04-13 2020-05-08
ALPHABET INC CAP STK CL C   2020-04-13 2020-05-08
AMIRA NATURE FOODS LTD SHS NEW   2020-04-13 2020-05-08
ISTAR INC COM   2020-04-13 2020-05-11
SERVICE PPTYS TR COM SH BEN INT   2020-04-13 2020-05-11
STERLING CAPITAL STRATTON SMAL L CAP VALUE I   2019-10-28 2020-06-26
STERLING CAPITAL STRATTON SMAL L CAP VALUE I   2020-05-08 2020-06-26
VANGUARD MID-CAP INDEX FUND ADMIRAL   2018-03-22 2020-06-26
VANGUARD MID-CAP INDEX FUND ADMIRAL   2018-08-24 2020-06-26
VANGUARD MID-CAP INDEX FUND ADMIRAL   2020-05-08 2020-06-26
STERLING CAPITAL STRATTON SMAL L CAP VALUE I   2017-12-28 2020-06-26
VANGUARD MID-CAP INDEX FUND ADMIRAL   2017-01-24 2020-06-26
STERLING CAPITAL STRATTON SMAL L CAP VALUE I   2017-12-13 2020-06-26
WCM FOCUSED INTERNATIONAL GROWTH FUND   2020-05-08 2020-06-26
BAIRD FDS INC SHRT TRM BD I   2016-04-29 2020-06-26
BAIRD FDS INC SHRT TRM BD I   2017-07-31 2020-06-26
BAIRD FDS INC SHRT TRM BD I   2019-02-22 2020-06-26
BAIRD FDS INC SHRT TRM BD I   2019-10-28 2020-06-26
BAIRD FDS INC SHRT TRM BD I   2020-05-28 2020-06-26
CONESTOGA SMALL CAP INST   2019-10-28 2020-06-26
MATTHEW ASIAN GROWTHAND INCOME INST'L   2014-12-11 2020-06-26
MATTHEW ASIAN GROWTHAND INCOME INST'L   2011-06-23 2020-06-26
GOLDMAN SACHS GQG PARTNERS INTL OPP FUND INSTL CLASS   2020-05-08 2020-06-26
JENSEN QUALITY GROWTH   2019-02-22 2020-10-14
PARNASSUS CORE EQUITY FUND - INSTITUTIONAL   2020-05-08 2020-10-14
WCM FOCUSED INTERNATIONAL GROWTH FUND   2020-05-08 2020-10-14
STERLING CAPITAL STRATTON SMAL L CAP VALUE I   2007-11-28 2020-12-04
STERLING CAPITAL STRATTON SMAL L CAP VALUE I   2020-05-08 2020-12-04
STERLING CAPITAL STRATTON SMAL L CAP VALUE I   2007-12-07 2020-12-04
(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 2,316   2,473 -157
b 18,784   20,097 -1,313
c 84,289   50,000 34,289
d 10,489   7,370 3,119
e 539   697 -158
3,915   5,000 -1,085
11,401   15,746 -4,345
8,700   9,762 -1,062
5,400   6,433 -1,033
1,962   3,000 -1,038
8,187   10,000 -1,813
30,202   37,000 -6,798
57,690   110,010 -52,320
2,726   3,750 -1,024
10,615   14,835 -4,220
2,961   4,548 -1,587
    1 -1
56,791   60,000 -3,209
43,689   48,756 -5,067
5,120   6,331 -1,211
3,380   4,010 -630
5,122   6,000 -878
19,525   25,000 -5,475
45,656   59,143 -13,487
36,265   110,009 -73,744
22,061     22,061
3,984   4,183 -199
48,951   40,002 8,949
9,488   8,851 637
8,446   7,904 542
17,579   15,879 1,700
14,822   14,640 182
18,774   16,541 2,233
11,526   9,891 1,635
508   466 42
4,475   4,015 460
6,587   6,026 561
21,215   21,704 -489
24,213   22,003 2,210
22,272   20,432 1,840
5,657   5,184 473
3   5 -2
15,995   14,660 1,335
5,662   5,626 36
412   384 28
6,666   6,447 219
12,051   11,885 166
37,921   37,800 121
5,875   6,263 -388
258   253 5
49,990   50,294 -304
5,739   5,010 729
11,591   11,985 -394
7,670   7,673 -3
14,729   13,116 1,613
37,600   38,487 -887
5,875   6,118 -243
6,340   6,021 319
18,258   18,719 -461
17,555   19,399 -1,844
10,709   9,812 897
11,263   9,476 1,787
4,567   5,018 -451
6,948   5,970 978
24   22 2
14,003   11,536 2,467
321   223 98
    2 -2
9,128   9,086 42
12,156   12,034 122
3,678   3,139 539
14,256   12,907 1,349
15,451   15,913 -462
6,120   6,398 -278
10,039   9,651 388
11,649   11,568 81
4,806   4,671 135
10,717   12,180 -1,463
12,489   10,958 1,531
1,575   899 676
13,303   14,051 -748
1,417   1,410 7
10,759   14,250 -3,491
13,548   13,469 79
3,092   3,010 82
46,607   48,330 -1,723
147,521   142,010 5,511
74   106 -32
10,771   9,183 1,588
2,119   3,010 -891
14,740   13,445 1,295
25,592   25,000 592
52,080   50,886 1,194
1,321   1,281 40
20,622   20,260 362
87,374   86,510 864
8,000   7,879 121
3,394   4,237 -843
1,846   2,270 -424
9,500   8,910 590
34,740   29,835 4,905
41,990   34,161 7,829
19,990   15,684 4,306
31,120   18,500 12,620
27,293   20,530 6,763
87   52 35
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       -157
b       -1,313
c       34,289
d       3,119
e       -158
      -1,085
      -4,345
      -1,062
      -1,033
      -1,038
      -1,813
      -6,798
      -52,320
      -1,024
      -4,220
      -1,587
      -1
      -3,209
      -5,067
      -1,211
      -630
      -878
      -5,475
      -13,487
      -73,744
      22,061
      -199
      8,949
      637
      542
      1,700
      182
      2,233
      1,635
      42
      460
      561
      -489
      2,210
      1,840
      473
      -2
      1,335
      36
      28
      219
      166
      121
      -388
      5
      -304
      729
      -394
      -3
      1,613
      -887
      -243
      319
      -461
      -1,844
      897
      1,787
      -451
      978
      2
      2,467
      98
      -2
      42
      122
      539
      1,349
      -462
      -278
      388
      81
      135
      -1,463
      1,531
      676
      -748
      7
      -3,491
      79
      82
      -1,723
      5,511
      -32
      1,588
      -891
      1,295
      592
      1,194
      40
      362
      864
      121
      -843
      -424
      590
      4,905
      7,829
      4,306
      12,620
      6,763
      35
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 -52,298
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 1,576
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 1,576
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 1,576
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,080
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 2,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 11
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 10 493
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet493 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 ofbulletBONNIE STELLWAGON Telephone no.bullet (215) 355-3333

    Located atbullet130 BUCK ROAD SUITE 201 HOLLAND PAHOLLANDPA ZIP+4bullet189661774
    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
    MARJORIE SCHRENK CHAIRPERSON
    0.25
    0 0 0
    130 HOLLAND ROAD
    HOLLAND,PA18966
    ROBERT F PRITZ TREASURER
    0.25
    0 0 0
    823 S PERKASIE
    PERKASIE,PA18944
    BONNIE STELLWAGON RECORDING SECRETARY
    0.25
    0 0 0
    42 HEATHER ROAD
    CHURCHVILLE,PA18966
    BARBARA TRAUB TRUSTEE
    0.25
    0 0 0
    4882 EDGEWOOD ROAD
    DOYLESTOWN,PA18901
    BEVERLY GORMLEY TRUSTEE
    0.25
    0 0 0
    2095 BUCKINGHAM DRIVE
    JAMISON,PA18929
    SUSAN MARQUISS TRUSTEE
    0.25
    0 0 0
    48 AMSTERDAM AVENUE
    HOLLAND,PA18966
    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 INDEPENENCE MISSION SCHOOLS - PROVIDED FUNDING FOR 100 COMPUTERS FOR STUDENTS IN NEED 25,000
    2 WILLIAMSON COLLEGE OF THE TRADES - PROVIDED GRANT TO SUPPORT SCHOLARSHIP FUND 25,000
    3 HELP HOPE LIVE - PROVIDED TRANSPORTATION FUNDING FOR PERSON IN NEED 15,000
    4 NEWSREEL, INC - MEMBERSHIPS FOR TAPE MAGAZINE FOR BLIND 6,000
    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
    3,297,503
    b
    Average of monthly cash balances.......................
    1b
    187,308
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,484,811
    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
    3,484,811
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    52,272
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,432,539
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    171,627
    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
    171,627
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,576
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,576
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    170,051
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    170,051
    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
    170,051
    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
    147,396
    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
    147,396
    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
    147,396
    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 7 170,051
    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...... 8,344
    b From 2016...... 3,999
    c From 2017...... 2,849
    d From 2018...... 11,634
    e From 2019...... 5,993
    fTotal of lines 3a through e........ 32,819
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 147,396
    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..... 147,396
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 22,655 22,655
    (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 10,164
    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) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    10,164
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 4,171
    d Excess from 2019.... 5,993
    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
     
    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:
    ROBERT PRITZ
    130 BUCK ROAD
    HOLLAND,PA18966
    (215) 357-6195
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN WRITING TO THE DIRECTORS. APPLICATIONS SHOULD INCLUDE HISTORY AND PURPOSE OF THE ORGANIZATION PLUS USE OF FUNDS TO BE DONATED.
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    DONATIONS LIMITED TO ORGS. WITHIN PA, NJ & DE. PURPOSE OF DONATIONS ARE TO BETTER LIVES OF CHILDREN & FAMILIES WHO ARE PHYSIC., SOCIAL., FINANCIAL. & RELIGIOUSLY DEPRIVED FOR REASONS BEYOND THEIR CONTROL. TO FURTHER THE LIVES OF INDIVIDUALS SUBJECT TO ABUSE, FOSTERING CHRISTIAN RELIGIOUS CHAPLANCIES IN EDUCATIONAL INSTITUTION & TO THE PERPETUATION OF FAMILY UNIT IN AMERICA.
    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
    AMERICA'S GROW A ROW
    150 PITTSTOWN RD
    PITTSTOWN,NJ08857
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED FUNDING FOR FOOD FOR HOMELESS PEOPLE 4,000
    ANN SILVERMAN COMMUNITY HEALTH CLINIC
    595 W STATE STREET
    DOYLESTOWN,PA18901
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED FUNDING FOR LOW INCOME MEDICAL CARE 3,000
    BABY BUREAU
    2 WALTON DRIVE
    NEW HOPE,PA18938
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED SUPPLIES FOR CHILDREN IN NEED 5,000
    CAMP DREAMCATCHER
    617 WEST SOUTH STREET
    KENNETT SQUARE,PA19348
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED FUNDING FOR CAMPERS 4,480
    CENTENNIAL EDUCATION FOUNDATION
    433 CENTENNIAL ROAD
    WARMINSTER,PA18974
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED SUPPORT FOR EDUCATION OPPORTUNITY PROGRAMS 1,000
    EMERGENCY RELIEF
    8525 NEW FALLS ROAD
    LEVITTOWN,PA19054
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED THANKSGIVING & CHRISTMAS TURKEYS TO FAMILIES IN NEED 4,816
    GILDA'S CLUB
    200 KIRK ROAD
    WARMINSTER,PA18974
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC TO PROVIDE SUPPORT TO CHILDREN WITH CANCER 2,500
    HOPE SPRINGS EQUESTRIAN THERAPY
    PO BOX 156
    PO BOX,PA19425
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED THERAPEUTIC RIDING PROGRAMS FOR LOW INCOME FAMILIES 5,000
    KELLY ANNE DOLAN MEMORIAL FUND
    PO BOX 556
    AMBLER,PA19002
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED FUNDING FOR ASSISTANCE TO CHILDREN WITH SEVERE DISABILITIES 5,000
    LEG UP FARM
    4880 NORTH SHERMAN STREET
    MT WOLF,PA17347
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED THERAPY FOR SPECIAL NEEDS CHILDREN 5,000
    NEWSREEL INC
    8 EAST LONG STREET
    COLUMBUS,OH43215
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC MEMBERSHIPS FOR TAPE MAGAZINE FOR BLIND 6,000
    SPECIAL EQUESTRIANS
    2800 STREET ROAD
    WARRINGTON,PA18976
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED THERAPEUTIC RIDING PROGRAMS FOR LOW INCOME FAMILIES 5,000
    WILLIAMSON COLLEGE OF THE TRADES
    106 SOUTH NEW MIDDLETOWN ROAD
    MEDIA,PA19063
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED GRANT TO SUPPORT SCHOLARSHIP FUND 25,000
    YOUR GRANDMOTHER'S CUPBOARD
    173A HIGHWAY 37 WEST
    TOMS RIVER,NJ08755
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED SUPPLIES FOR FAMILIES IN NEED 3,000
    ALLIVE
    646 VERNON ROAD
    SPRINGFIELD,PA19064
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED SUPPORT FOR PROGARMS FOR PEOPLE WITH AUTISM 5,000
    BIG BROTHERS BIG SISTERS OF JAMISON
    2875 YORK ROAD
    JAMISON,PA18929
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED GRANT FOR CHILDREN IN NEED 2,400
    BUCKS COUNTY CHILDREN & YOUTH
    2325 HERITAGE CENTER DRIVE
    FURLONG,PA18925
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED FUNDING FOR SOCIAL WORKERS 5,000
    BUCKS COUNTY CHILDREN & YOUTH SOCIAL SERVICES AGENCY
    55 EAST COURT STREET
    DOYELSTOWN,PA18901
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED EMERGENCY FUNDING FOR CHILDREN IN NEED 5,000
    HELP HOPE LIVE
    100 MATSONFORD ROAD
    RADNOR,PA19087
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED TRANSPORTATION FUNDING FOR PERSON IN NEED 15,000
    INDEPENENCE MISSION SCHOOLS
    PO BOX 37012
    PHILADELPHIA,PA19122
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED FUNDING FOR 100 COMPUTERS FOR STUDENTS IN NEED 25,000
    MOMS HELPING MOMS
    1118 NORTH STREET
    PLAINFIELD,NJ07062
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED SUPPLIES FOR CHILDREN IN NEED 3,000
    THE GIVING TREE
    PO BOX 823
    GWYNEDD VALLEY,PA19437
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED EDUCATIONAL SUPPLIES TO LOW INCOME CHILDREN 3,500
    TENDER HEARTS INC
    5301 LIMESTOWN ROAD
    WILMINGTON,DE19808
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED GRANT FOR CHILD ADOPTION 2,700
    PEGASUS RIDING ACADEMY
    8297 BUSTLETON AVENUE
    PHILADELPHIA,PA19152
    NOT RELATED TO FOUNDATION PROGRAM - NO RESTRIC PROVIDED THERAPEUTIC RIDING PROGRAMS FOR LOW INCOME FAMILIES 2,000
    Total .................................bullet 3a 147,396
    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
    aN/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....         129,989
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
            -52,298
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory     03    
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 0 77,691
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    77,691
    (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.)
    1 N/A
    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:
    CW SCHRENK & MARJORIE SCHRENK
     
    FAMILY FOUNDATION
    EIN:
    23-6906450
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 2,250 2,250 0 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CW SCHRENK & MARJORIE SCHRENK
     
    FAMILY FOUNDATION
    EIN:
    23-6906450
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE EQUITY SECURITIES 3,859,255 3,859,255

    TY 2020 OtherAssetsSchedule
    Name:
    CW SCHRENK & MARJORIE SCHRENK
     
    FAMILY FOUNDATION
    EIN:
    23-6906450
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID TAXES   493 493


    TY 2020 OtherExpensesSchedule
    Name:
    CW SCHRENK & MARJORIE SCHRENK
     
    FAMILY FOUNDATION
    EIN:
    23-6906450
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSE 38 0 0 0
    OFFICE EXPENSE 915 0 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    CW SCHRENK & MARJORIE SCHRENK
     
    FAMILY FOUNDATION
    EIN:
    23-6906450
    Description Amount
    TAX / BOOK DIFFERENCE FOR INVESTMENT INCOME 508,461


    TY 2020 OtherLiabilitiesSchedule
    Name:
    CW SCHRENK & MARJORIE SCHRENK
     
    FAMILY FOUNDATION
    EIN:
    23-6906450
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAXES PAYABLE 412 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CW SCHRENK & MARJORIE SCHRENK
     
    FAMILY FOUNDATION
    EIN:
    23-6906450
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY 12,775 12,775 0 0


    TY 2020 TaxesSchedule
    Name:
    CW SCHRENK & MARJORIE SCHRENK
     
    FAMILY FOUNDATION
    EIN:
    23-6906450
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 1,587 1,587 0 0