TY 2019 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2019

Open to Public Inspection

For calendar year 2019, or tax year beginning 12-01-2019 , and ending 11-30-2020

Name of foundation
J WILLIAM & HELEN D STUART FOUNDATION
C/O BRUCE A ROSENFIELD ESQUIRE

Number and street (or P.O. box number if mail is not delivered to street address)1600 MARKET STREET SUITE 3600
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103

A Employer identification number

23-2665110

B Telephone number (see instructions)

(215) 751-2080

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$6,450,710J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	185,021
2	Check .............
3	Interest on savings and temporary cash investments	2,520		2,520
4	Dividends and interest from securities...	104,971		104,971
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		268,068
b	Gross sales price for all assets on line 6a 4,346,597
7	Capital gain net income (from Part IV, line 2)...			268,068
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........	560,580		375,559
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		6,000	3,000	3,000
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		13,945	13,945	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		6,541	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	26,486		16,945	3,000
25	Contributions, gifts, grants paid.......	334,000			334,000
26	Total expenses and disbursements. Add lines 24 and 25	360,486		16,945	337,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	200,094
b	Net investment income (if negative, enter -0-)			358,614
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2019)

Form 990-PF (2019)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	2
	2	Savings and temporary cash investments.........	282,420	187,497	187,497
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	4,014,776	4,243,380	6,263,213
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,297,198	4,430,877	6,450,710
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,570,019	3,570,019
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	727,179	860,858
	29	Total net assets or fund balances (see instructions).....	4,297,198	4,430,877
	30	Total liabilities and net assets/fund balances (see instructions).	4,297,198	4,430,877

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,297,198

Enter amount from Part I, line 27a .....................

200,094

Other increases not included in line 2 (itemize) bullet

50,000

Add lines 1, 2, and 3 ..........................

4,547,292

Decreases not included in line 2 (itemize) bullet

116,415

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,430,877

Form 990-PF (2019)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation
1 a	ABBVIE INC	P
b	AKAMAI TECHNOLOGIES	P
c	ALEXION PHARMACEUTICALS	P
d	ALLSTATE CORP	P
e	ALLY FINANCIAL INC	P
	ALPHABET INC CAP STK CL A	P
	ALTRIA GROUP INC	P
	AMERICAN INTL GROUP INC	P
	AMERISOURCEBERGEN CORP	P
	APPLE INC	P
	ARISTA NETWORKS INC	P
	ARROW ELECTRONICS INC	P
	AT&T INC	P
	BAKER HUGHES COMPANY	P
	BANK OF AMERICA CORP	P
	BANK OF NEW YORK MELLON CORP	P
	BIOGEN IDEC INC	P
	H&R BLOCK	P
	BOOKING HOLDINGS INC	P
	BORG WARNER AUTOMOTIVE	P
	BRISTOL MYERS SQUIBB	P
	BRISTOL MYERS SQUIBB CONTGNT	P
	CADENCE DESIGN SYSTEM	P
	CARDINAL HEALTH INC	P
	CARRIER GLOBAL CORP	P
	CENTENE CORP	P
	CHARLES SCHWAB CORP	P
	CHURCH & DWIGHT INC DEL	P
	CIENA CORP	P
	CIGNA CORP	P
	CITIZENS FINANCIAL GROUP	P
	CITRIX SYSTEMS INC	P
	COGNIZANT TECH SOLUTIONS	P
	COLGATE PALMOLIVE CO	P
	COMCAST CORP CL A	P
	CONCHO RESOURCES INC	P
	CONOCOPHILLIPS	P
	CONSOLIDATED EDISON INC	P
	CORTEVA INC	P
	CSX CORP	P
	CROWN CASTLE INTL CORP	P
	CUMMINS INC	P
	CVS CORP	P
	DARDEN RESTAURANTS INC	P
	DAVITA HEALTHCARE PARTNERS INC	P
	DELTA AIR LINES INC	P
	DEVON ENERGY CORP	P
	DISCOVER FINANCIAL SERVICES	P
	DISCOVERY COMMUNICATIONS INC	P
	DOLLAR GENERAL CORP	P
	DOLLAR TREE CORP	P
	D R HORTON INC	P
	DROPBOX INC	P
	EASTMAN CHEMICAL CO	P
	EATON CORP PLC ORDINARY	P
	EQUINIX INC	P
	EXPEDIA GROUP INC	P
	EXPEDITORS INTL WASH INC	P
	F5 NETWORKS INC	P
	FIDELITY NATIONAL FINANCIAL	P
	FIFTH THIRD BANK	P
	FISERV INC	P
	FORD MOTOR COMPANY	P
	FORTUNES BRANDS HOME & SECURITY	P
	FOX CORP CL A	P
	GENERAL MOTORS CO	P
	GENPACT LTD	P
	GILEAD SCIENCES INC	P
	HALLIBURTON CO	P
	HARTFORD FINANCIAL SERVICES GROUP INC	P
	HENRY SCHEIN INC	P
	HEWLETT PACKARD ENTERPRISE CO	P
	HOME DEPOT INC	P
	HP INC	P
	IAC/INTERACTIVECORP	P
	INTEL CORP	P
	INTERCONTINENTAL EXCHANGE GROUP	P
	INTERNATIONAL PAPER CO	P
	INTERPUBLIC GROUP	P
	JAZZ PHARMACEUTICALS PLC	P
	JOHNSON & JOHNSON	P
	JUNIPER NETWORKS INC	P
	KELLOGG CO	P
	KEYCORP-NEW	P
	KEYSIGHT TECHNOLOGIES INC	P
	KINDER MORGAN INC	P
	KROGER CO	P
	L3HARRIS TECHNOLOGIES INC	P
	LENNAR CORP	P
	ELI LILLY & CO	P
	LKQ CORP	P
	LOCKHEED MARTIN CORP	P
	LOWES COS INC	P
	MATTHEWS PACIFIC TIGER FD	P
	MEDTRONIC PLC	P
	MERCK & CO INC	P
	METLIFE INC	P
	MICRON TECHNOLOGY INC	P
	MONDELEZ INTL INC CL A	P
	MONSTER BEVERAGE CORP	P
	MORGAN STANLEY	P
	MYLAN NV EURO	P
	NETAPP INC	P
	NIELSEN HLDGS PLC	P
	NIKE INC CL B	P
	NORTHROP GRUMMAN CORP	P
	NORTONLIFELOCK INC	P
	NORWEIGAN CRUISE LINE HLDGS	P
	NPX SEMICONDUCTORS NV	P
	PARKER-HANNIFIN CORP	P
	PHILLIP-MORRIS INTERNTL	P
	PHILLIPS 66	P
	PPG INDUSTRIES INC	P
	PPL CORPORATION	P
	PROCTOR & GAMBLE CO	P
	PROLOGIS INC	P
	PULTE CORP	P
	QORVO INC	P
	QUANTA SERVICES INC	P
	RAY JAMES FINL INC	P
	RAYTHEON TECHNOLOGIES CORP	P
	REALPAGE INC	P
	REGIONS FINANCIAL CORP	P
	RELIANCE STEEL & ALUMINUM	P
	SKYWORKS SOLUTIONS INC	P
	SOUTHERN CO	P
	SOUTHWEST AIRLINES	P
	STARBUCKS CORP	P
	STATE STREET CORP	P
	STORE CAPITAL CORP	P
	SYNCHRONY FINANCIAL	P
	SYNOPSIS INC	P
	T ROWE PRICE GROUP INC	P
	TAKE-TWO INTERACTIVE SOFTWARE	P
	TD AMERITRADE HOLDING CORP	P
	TE CONNECTIVITY LTD	P
	TECHNIPFMC LTD	P
	TERADYNE INC	P
	TJX COS INC	P
	TRANSUNION	P
	TWEEDY BROWNE GLOBAL VALUE FD	P
	TWITTER INC	P
	TYSON FOODS INC CL A	P
	UNION PACIFIC CORP	P
	UNITEDHEALTH GROUP INC	P
	US BANCORP	P
	VALERO ENERGY CORP	P
	VANGUARD GROWTH ETF	P
	VERIZON COMMUNICATIONS	P
	WALGREENS BOOTS ALLIANCE	P
	WELLS FARGO CO	P
	WESTERN DIGITAL CORP	P
	WILLIAMS-SONOMA INC	P
	XEROX HOLDINGS CORP	P
	AMDOCS LTD	P
	3M CO	P
	ACCENTURE PLC	P
	ACTIVISION BLIZZARD INC	P
	AES CORP	P
	AFLAC CORP	P
	AKAMAI TECHNOLOGIES	P
	ALEXION PHARMACEUTICALS	P
	ALLY FINANCIAL INC	P
	ALPHABET INC CAP STK CL A	P
	AMDOCS LTD	P
	AMERICAN TOWER CORP	P
	AMERIPRISE FINANCIAL INC	P
	AMETEK INC	P
	AMGEN	P
	ANTHEM INC	P
	APPLIED MATERIALS INC	P
	BANK OF AMERICA CORP	P
	BERKSHIRE HATHAWAY INC CL B	P
	BEST BUY CO INC	P
	BRISTOL MYERS SQUIBB	P
	CADENCE DESIGN SYSTEM	P
	CARDINAL HEALTH INC	P
	CBRE GROUP INC	P
	CENTENE CORP	P
	CENTERPOINT ENERGY INC	P
	CISCO SYSTEMS	P
	CITIGROUP INC	P
	CITIZENS FINANCIAL GROUP	P
	COGNIZANT TECH SOLUTIONS	P
	COMCAST CORP CL A	P
	COPART INC	P
	DAVITA HEALTHCARE PARTNERS INC	P
	DFA TA WORLD ED US CORE EQUITY PORT	P
	EATON CORP PLC ORDINARY	P
	EBAY INC	P
	ELANCO ANIMAL HEALTH INC	P
	ELECTRONIC ARTS	P
	F5 NETWORKS INC	P
	FACEBOOK INC - A	P
	FIDELITY NATIONAL FINANCIAL	P
	FIFTH THIRD BANK	P
	FORTINET INC	P
	FORTUNES BRANDS HOME & SECURITY	P
	FOX CORP CL A	P
	GENERAL MILLS INC	P
	GLENMEDE QUANT INTL EQUITY	P
	HENRY SCHEIN INC	P
	HONEYWELL INTERNATIONAL INC	P
	HOST HOTELS & RESORTS	P
	HUMANA INC	P
	INGERSOLL RAND INC	P
	INTEL CORP	P
	INTERCONTINENTAL EXCHANGE GROUP	P
	JUNIPER NETWORKS INC	P
	KEYSIGHT TECHNOLOGIES INC	P
	KROGER CO	P
	LAM RESEARCH CORP	P
	ELI LILLY & CO	P
	MARATHON PETROLEUM CORP	P
	MATTHEWS PACIFIC TIGER FD	P
	MCKESSON HBOC INC	P
	MEDTRONIC PLC	P
	MERCK & CO INC	P
	METLIFE INC	P
	MICROSOFT CORP	P
	NETAPP INC	P
	NEWS CORP NEW CL A	P
	NXP SEMICONDUCTORS NV	P
	OMNICOM GROUP	P
	ORACLE CORP	P
	PACKAGING CORP OF AMERICA	P
	PARKER-HANNIFIN CORP	P
	PAYPAL HOLDINGS INC	P
	PROLOGIS INC	P
	RELIANCE STEEL & ALUMINUM	P
	ROSS STORES INC	P
	SYNCHRONY FINANCIAL	P
	SYNOPSIS INC	P
	SYSCO CORP	P
	TARGET CORP	P
	TECHNIPFMC LTD	P
	TEXAS INSTRUMENTS INC	P
	TRANE TECHNOLOGIES PLC	P
	TWEEDY BROWNE GLOBAL VALUE FD	P
	UNITEDHEALTH GROUP INC	P
	UNUM GROUP	P
	US BANCORP	P
	VALERO ENERGY CORP	P
	VAN ECK GLOBAL HARD ASSETS	P
	VISA INC CL A SHARES	P
	XEROX HOLDINGS CORP	P
	BIOGEN IDEC INC	P
	NEWMONT GOLDCORP CORP	P
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	17,963	18,645	-682
b	10,936	9,664	1,272
c	11,562	12,222	-660
d	13,266	15,403	-2,137
e	1,484	1,468	16
	15,332	12,989	2,343
	23,108	25,772	-2,664
	25,452	28,530	-3,078
	25,341	25,351	-10
	19,665	16,245	3,420
	23,093	20,473	2,620
	2,046	1,964	82
	12,572	16,209	-3,637
	18,881	28,959	-10,078
	990	1,003	-13
	8,384	10,540	-2,156
	13,506	12,304	1,202
	17,914	26,174	-8,260
	14,320	13,693	627
	6,844	6,223	621
	18,542	17,441	1,101
	576	413	163
	9,961	10,016	-55
	4,514	4,564	-50
	7,843	5,260	2,583
	11,174	7,854	3,320
	21,025	24,647	-3,622
	11,979	10,369	1,610
	5,284	6,155	-871
	8,587	7,637	950
	2,811	5,429	-2,618
	6,641	6,968	-327
	5,937	7,406	-1,469
	25,762	25,457	305
	6,535	7,853	-1,318
	7,590	13,000	-5,410
	13,827	16,493	-2,666
	11,643	11,363	280
	23,002	26,276	-3,274
	12,101	10,685	1,416
	10,089	9,500	589
	25,389	23,064	2,325
	1,686	1,470	216
	8,413	8,184	229
	8,263	5,786	2,477
	19,675	32,354	-12,679
	5,208	12,931	-7,723
	25,084	23,032	2,052
	27,922	24,943	2,979
	19,081	16,062	3,019
	3,885	3,696	189
	15,060	14,167	893
	2,750	2,940	-190
	4,310	3,703	607
	5,247	6,130	-883
	12,812	11,690	1,122
	29,807	36,091	-6,284
	25,099	27,231	-2,132
	8,334	8,659	-325
	5,979	9,977	-3,998
	2,102	3,874	-1,772
	8,019	7,657	362
	11,013	11,672	-659
	7,226	5,793	1,433
	8,485	11,905	-3,420
	10,037	8,431	1,606
	11,080	12,937	-1,857
	28,182	25,874	2,308
	14,107	9,607	4,500
	1,758	1,522	236
	2,968	4,248	-1,280
	20,561	25,929	-5,368
	1,404	1,343	61
	11,310	10,331	979
	20,770	19,674	1,096
	13,801	16,125	-2,324
	3,480	3,261	219
	7,254	6,529	725
	18,452	22,075	-3,623
	13,911	16,378	-2,467
	4,091	3,958	133
	13,931	14,911	-980
	1,753	1,741	12
	13,897	26,181	-12,284
	7,154	7,893	-739
	7,081	7,704	-623
	16,100	11,874	4,226
	3,023	2,785	238
	11,263	7,736	3,527
	3,695	3,851	-156
	16,349	20,549	-4,200
	3,838	3,777	61
	9,288	7,419	1,869
	4,316	5,245	-929
	2,129	2,363	-234
	12,039	12,691	-652
	4,570	3,842	728
	17,450	19,053	-1,603
	13,741	12,269	1,472
	21,075	19,235	1,840
	16,353	15,401	952
	11,086	12,587	-1,501
	1,631	1,429	202
	14,261	23,867	-9,606
	25,045	24,602	443
	13,254	13,784	-530
	14,624	13,051	1,573
	4,685	24,809	-20,124
	12,871	8,573	4,298
	6,438	7,382	-944
	18,311	20,538	-2,227
	19,186	21,832	-2,646
	6,532	5,393	1,139
	16,520	19,976	-3,456
	8,766	8,416	350
	4,081	3,873	208
	8,984	13,026	-4,042
	3,483	2,780	703
	1,794	1,744	50
	10,624	12,804	-2,180
	17,177	18,326	-1,149
	3,881	3,813	68
	18,125	27,946	-9,821
	15,868	17,450	-1,582
	5,751	5,156	595
	13,884	16,197	-2,313
	39,522	44,818	-5,296
	28,980	22,777	6,203
	11,269	11,382	-113
	7,367	16,219	-8,852
	11,744	16,986	-5,242
	5,395	4,766	629
	1,522	1,504	18
	26,251	24,955	1,296
	27,635	18,684	8,951
	16,750	17,834	-1,084
	1,320	3,632	-2,312
	5,544	5,352	192
	21,670	18,928	2,742
	15,313	18,307	-2,994
	225	275	-50
	9,901	7,803	2,098
	23,578	22,742	836
	9,387	8,489	898
	4,621	4,274	347
	18,487	17,207	1,280
	15,159	16,836	-1,677
	406,856	423,975	-17,119
	6,499	6,186	313
	7,642	8,174	-532
	23,514	23,642	-128
	14,585	15,714	-1,129
	8,325	8,073	252
	2,927	5,094	-2,167
	1,617	1,763	-146
	31,827	12,659	19,168
	18,875	10,359	8,516
	17,347	10,084	7,263
	27,299	18,246	9,053
	27,419	22,657	4,762
	16,628	11,936	4,692
	3,312	2,837	475
	16,348	23,647	-7,299
	3,506	2,362	1,144
	12,892	7,783	5,109
	22,081	16,211	5,870
	13,904	12,824	1,080
	23,762	21,830	1,932
	16,799	5,037	11,762
	19,365	7,651	11,714
	19,479	14,945	4,534
	17,346	20,928	-3,582
	143,856	38,159	105,697
	18,685	12,116	6,569
	26,316	23,542	2,774
	11,459	7,144	4,315
	6,953	6,177	776
	22,721	19,727	2,994
	20,026	14,254	5,772
	13,277	14,154	-877
	19,479	9,240	10,239
	9,481	12,133	-2,652
	10,344	9,410	934
	8,138	7,095	1,043
	8,450	6,968	1,482
	35,662	17,267	18,395
	2,583	1,348	1,235
	170,033	200,000	-29,967
	27,506	15,464	12,042
	16,510	14,442	2,068
	2,204	1,829	375
	15,659	12,442	3,217
	18,872	21,068	-2,196
	20,774	14,456	6,318
	10,830	11,386	-556
	12,301	13,426	-1,125
	22,045	16,044	6,001
	2,117	1,298	819
	4,835	6,130	-1,295
	21,768	15,950	5,818
	134,348	165,878	-31,530
	11,402	17,109	-5,707
	22,948	13,953	8,995
	7,767	13,549	-5,782
	17,355	10,920	6,435
	6,237	4,157	2,080
	18,391	9,935	8,456
	17,394	12,631	4,763
	1,923	2,244	-321
	8,496	7,165	1,331
	3,481	2,671	810
	27,382	11,353	16,029
	16,104	11,568	4,536
	15,616	17,192	-1,576
	146,017	157,867	-11,850
	14,985	13,047	1,938
	20,017	18,767	1,250
	5,938	5,574	364
	16,299	20,290	-3,991
	42,598	10,462	32,136
	21,900	17,801	4,099
	13,663	15,525	-1,862
	13,175	9,613	3,562
	14,284	17,756	-3,472
	14,756	10,288	4,468
	12,639	11,500	1,139
	14,011	10,643	3,368
	61,276	9,707	51,569
	5,860	4,505	1,355
	1,628	1,388	240
	21,112	14,955	6,157
	9,189	11,659	-2,470
	8,869	4,891	3,978
	11,077	13,214	-2,137
	19,632	8,276	11,356
	2,507	7,756	-5,249
	13,047	8,400	4,647
	22,510	14,230	8,280
	78,813	74,205	4,608
	15,994	7,503	8,491
	14,029	15,413	-1,384
	15,226	13,076	2,150
	5,109	1,007	4,102
	26,824	36,859	-10,035
	29,550	22,000	7,550
	6,670	13,812	-7,142
	29,681	22,210	7,471
	26,642	17,225	9,417
	19,544		19,544

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			-682
b			1,272
c			-660
d			-2,137
e			16
			2,343
			-2,664
			-3,078
			-10
			3,420
			2,620
			82
			-3,637
			-10,078
			-13
			-2,156
			1,202
			-8,260
			627
			621
			1,101
			163
			-55
			-50
			2,583
			3,320
			-3,622
			1,610
			-871
			950
			-2,618
			-327
			-1,469
			305
			-1,318
			-5,410
			-2,666
			280
			-3,274
			1,416
			589
			2,325
			216
			229
			2,477
			-12,679
			-7,723
			2,052
			2,979
			3,019
			189
			893
			-190
			607
			-883
			1,122
			-6,284
			-2,132
			-325
			-3,998
			-1,772
			362
			-659
			1,433
			-3,420
			1,606
			-1,857
			2,308
			4,500
			236
			-1,280
			-5,368
			61
			979
			1,096
			-2,324
			219
			725
			-3,623
			-2,467
			133
			-980
			12
			-12,284
			-739
			-623
			4,226
			238
			3,527
			-156
			-4,200
			61
			1,869
			-929
			-234
			-652
			728
			-1,603
			1,472
			1,840
			952
			-1,501
			202
			-9,606
			443
			-530
			1,573
			-20,124
			4,298
			-944
			-2,227
			-2,646
			1,139
			-3,456
			350
			208
			-4,042
			703
			50
			-2,180
			-1,149
			68
			-9,821
			-1,582
			595
			-2,313
			-5,296
			6,203
			-113
			-8,852
			-5,242
			629
			18
			1,296
			8,951
			-1,084
			-2,312
			192
			2,742
			-2,994
			-50
			2,098
			836
			898
			347
			1,280
			-1,677
			-17,119
			313
			-532
			-128
			-1,129
			252
			-2,167
			-146
			19,168
			8,516
			7,263
			9,053
			4,762
			4,692
			475
			-7,299
			1,144
			5,109
			5,870
			1,080
			1,932
			11,762
			11,714
			4,534
			-3,582
			105,697
			6,569
			2,774
			4,315
			776
			2,994
			5,772
			-877
			10,239
			-2,652
			934
			1,043
			1,482
			18,395
			1,235
			-29,967
			12,042
			2,068
			375
			3,217
			-2,196
			6,318
			-556
			-1,125
			6,001
			819
			-1,295
			5,818
			-31,530
			-5,707
			8,995
			-5,782
			6,435
			2,080
			8,456
			4,763
			-321
			1,331
			810
			16,029
			4,536
			-1,576
			-11,850
			1,938
			1,250
			364
			-3,991
			32,136
			4,099
			-1,862
			3,562
			-3,472
			4,468
			1,139
			3,368
			51,569
			1,355
			240
			6,157
			-2,470
			3,978
			-2,137
			11,356
			-5,249
			4,647
			8,280
			4,608
			8,491
			-1,384
			2,150
			4,102
			-10,035
			7,550
			-7,142
			7,471
			9,417
			19,544

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	268,068
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2018	284,701	5,838,872	0.048760
2017	244,015	5,977,448	0.040823
2016	268,673	5,486,907	0.048966
2015	261,955	5,082,091	0.051545
2014	244,863	5,300,038	0.046200

Total of line 1, column (d) .....................

0.236294

Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......

0.047259

Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......

5,808,036

Multiply line 4 by line 3......................

274,482

Enter 1% of net investment income (1% of Part I, line 27b)...........

3,586

Add lines 5 and 6........................

278,068

Enter qualifying distributions from Part XII, line 4,.............

337,000

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2019)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	3,586
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	3,586
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	3,586
6	Credits/Payments:

a	2019 estimated tax payments and 2018 overpayment credited to 2019	6a	6,640
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	6,640
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,054
11	Enter the amount of line 10 to be: Credited to 2020 estimated tax3,054	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. Click to see attachment

...............................

Yes

Form 990-PF (2019)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

BRUCE A ROSENFIELD ESQUIRE Telephone no. bullet

(215) 751-2080

Located at bullet

1600 MARKET STREET SUITE 3600PHILADELPHIAPA ZIP+4 bullet

19103

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

16 At any time during calendar year 2019, 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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2019?.............

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)):

At the end of tax year 2019, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2019?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2019.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?

Form 990-PF (2019)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
ROBERT B STUART	TRUSTEE 0.25	0	0	0
C/O 1600 MARKET ST STE 3600 PHILADELPHIA,PA19103	TRUSTEE 0.25	0	0	0
ROBERTA L STUART	TRUSTEE 0.25	0	0	0
C/O 1600 MARKET ST STE 3600 PHILADELPHIA,PA19103	TRUSTEE 0.25	0	0	0
WILLIAM S AMICK	TRUSTEE 0.25	0	0	0
C/O 1600 MARKET ST STE 3600 PHILADELPHIA,PA19103	TRUSTEE 0.25	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2019)

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............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2019)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,538,463

Average of monthly cash balances.......................

358,020

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

5,896,483

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,896,483

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

88,447

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

5,808,036

Minimum investment return. Enter 5% of line 5..................

290,402

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.)

Minimum investment return from Part X, line 6....................

290,402

Tax on investment income for 2019 from Part VI, line 5......

3,586

Income tax for 2019. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

3,586

Distributable amount before adjustments. Subtract line 2c from line 1............

286,816

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

286,816

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

286,816

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

337,000

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

337,000

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.................

3,586

Adjusted qualifying distributions. Subtract line 5 from line 4..............

333,414

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2019)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2018	(c) 2018	(d) 2019
1 Distributable amount for 2019 from Part XI, line 7				286,816
2 Undistributed income, if any, as of the end of 2019:
a Enter amount for 2018 only.......			281,916
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2019:
a From 2014......
b From 2015......
c From 2016......
d From 2017......
e From 2018......
fTotal of lines 3a through e........	0
4Qualifying distributions for 2019 from Part
XII, line 4: $ 337,000
a Applied to 2018, but not more than line 2a			281,916
b Applied to undistributed income of prior years (Election required—see instructions).....		0
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2019 distributable amount.....				55,084
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2019.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2018. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2019. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2020 ..........				231,732
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......	0
8 Excess distributions carryover from 2014 not applied on line 5 or line 7 (see instructions) ...	0
9Excess distributions carryover to 2020. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2015....
b Excess from 2016....
c Excess from 2017....
d Excess from 2018....
e Excess from 2019....

Form 990-PF (2019)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2019	(b) 2018	(c) 2017	(d) 2016	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2019)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ANGEL CHARITY FOR CHILDREN 2390 N SWAN ROAD TUSCON,AZ85712	NONE	PC	HUMANITARIAN EFFORTS FOR CHILDREN	7,500
GOSPEL RESCUE MISSION TUSCON 707 W MIRACLE MILE ROAD TUSCON,AZ85705	NONE	PC	HUMANITARIAN EFFORTS	70,000
BOYS AND GIRLS CLUB OF TUSCON PO BOX 40217 TUSCON,AZ85717	NONE	PC	YOUTH DEVELOPMENT	5,000
CORNELL UNIVERSITY CORNELL FUND ENGINEERING 259 CARPENTER HALL ITHACA,NY14583	NONE	PC	EDUCATION	5,000
DICKINSON COLLEGE PO BOX 1773 CARISLE,PA17013	NONE	PC	EDUCATIONAL SCHOLARSHIP FUND	20,000
EL RIO FOUNDATION 839 W CONGRESS STREET TUSCON,AZ85745	NONE	PC	MEDICAL ASSISTANCE	5,000
LAKE GEORGE LAND CONSERVANCY 4905 LAKE SHORE DRIVE BOLTON LANDING,NY12814	NONE	PC	LAND PRESERVATION	2,000
PUTNAM DOLLARS FOR SCHOLARS AWARD PO BOX 39 PUTNAM STATION,NY12861	NONE	PC	EDUCATIONAL	1,000
SALVATION ARMY OF TUSCON 1002 N MAIN AVENUE TUSCON,AZ85705	NONE	PC	CHARITABLE SERVICES	10,000
UNITED WAY OF SANTA CRUZ COUNTY 4450 CAPITOLA ROAD 106 CAPITOLA,CA95010	NONE	PC	CHARITABLE SERVICES	1,000
BARNESVILLE SCHOOL 21830 PEACH TREET ROAD BARNESVILLE,MD20838	NONE	PC	EDUCATION	15,000
UNIVERSITY OF PITTSBURGH JOHNSTOWN GENERAL SCHOLARSHIP 450 SCHOOLHOUSE ROAD JOHNSTOWN,PA15904	NONE	PC	EDUCATION	5,000
FUND FOR LAKE GEORGE 2199 US 9 LAKE GEORGE,NY12845	NONE	PC	LAND PRESERVATION	4,000
KIMMEL CENTER FOR THE PERFORMING ARTS 300 S BROAD STREET PHILADELPHIA,PA19102	NONE	PC	ARTS & CULTURE	50,000
COMMUNITY FOOD BANK OF SOUTHERN AZ 3003 S COUNTRY CLUB ROAD TRIANGLE,AZ85713	NONE	PC	HUMANITARIAN EFFORTS	10,000
ST ANDREWS EPISCOPAL SCHOOL 8804 POSTOAK ROAD POTOMAC,MD20854	NONE	PC	EDUCATIONAL SPECIAL NEEDS	42,543
SHRINERS HOSPITAL FOR CHILDREN 3551 N BROAD STREET PHILADELPHIA,PA19140	NONE	PC	MEDICAL RESEARCH	10,000
CHILDREN'S INN AT NIH 7 WEST DRIVE BETHESDA,MD20814	NONE	PC	MEDICAL RESEARCH	2,000
MERCY HEALTH CLINIC 501 S 54TH STREET PHILADELPHIA,PA19143	NONE	PC	MEDICAL RESEARCH	4,000
MOTT MARINE LABORATORY & AQUARIUM 1600 KEN THOMPSON PKWY SARASOTA,FL34236	NONE	PC	OCEANOGRAPHY CONSERVATION	2,500
BOYS AND GIRLS CLUB OF GREATER WASHINGTON 4103 BENNING ROAD NE WASHINGTON,DC20019	NONE	PC	YOUTH DEVELOPMENT	10,000
INTERFAITH COMMUNITY SERVICES ICS OF PIMA COUNTY 2820 W INA ROAD TUSCON,AZ85741	NONE	PC	COMMUNITY SERVICES	5,000
WORLD VISION PO BOX 9716 FEDERAL WAY,WA98063	NONE	PC	HUMANITARIAN EFFORTS	5,000
TICONDEROGA REVITALIZATION ALLIANCE PO BOX 247 TICONDEROGA,NY12883	NONE	PC	HUMANITARIAN EFFORTS	10,000
STRATHMORE MUSIC CENTER 5301 TUCKERMAN LANE NORTH BETHESDA,MD20852	NONE	PC	MUSIC EDUCATION	10,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM PO BOX 9509 WARWICK,RI028899509	NONE	PC	CHARITABLE ENDOWMENT	22,457
Total ................................. 3a				334,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2019)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
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	2,520
4 Dividends and interest from securities....			14	104,971
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
8 Gain or (loss) from sales of assets other than inventory ............			18	268,068
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		375,559	0

13Total. Add line 12, columns (b), (d), and (e)..................

375,559

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2019)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.) Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2019)

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