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
A H & HELEN WEISS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 244
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLADWYNE, PA19035
A Employer identification number

23-6298302
B Telephone number (see instructions)

(610) 764-6477
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$2,365,314J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 24,556 24,556 24,556
4 Dividends and interest from securities... 22,952 22,893 22,952
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -21,174
b Gross sales price for all assets on line 6a 1,010,338
7 Capital gain net income (from Part IV, line 2)... 8,318
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........ 26,334 55,767 47,508
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 29,897      
b Accounting fees (attach schedule)....... Click to see attachment 7,000      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,360      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 14,188      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,445 0   0
25 Contributions, gifts, grants paid....... 94,949 94,949
26 Total expenses and disbursements. Add lines 24 and 25 147,394 0   94,949
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -121,060
b Net investment income (if negative, enter -0-) 55,767
c Adjusted net income (if negative, enter -0-)... 47,508
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............. 27,066 46,840 46,840
2 Savings and temporary cash investments......... 32,440 54,141 54,141
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) bullet204,576
Less: allowance for doubtful accounts bullet   423,867 Click to see attachment204,576 209,066
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 521,193 Click to see attachment888,159 902,741
b Investments—corporate stock (attach schedule)....... 1,264,117 Click to see attachment953,908 1,152,526
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,268,683 2,147,624 2,365,314
Liabilities 17 Accounts payable and accrued expenses.......... 7,002 7,003
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 7,002 7,003
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,261,681 2,140,621
29 Total net assets or fund balances (see instructions)..... 2,261,681 2,140,621
30 Total liabilities and net assets/fund balances (see instructions). 2,268,683 2,147,624
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
2,261,681
2
Enter amount from Part I, line 27a .....................
2
-121,060
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,140,621
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,140,621
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 8,318
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................................ 1 775
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  
3 Add lines 1 and 2........................... 3 775
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 775
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 770
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 770
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bullet
    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 ofbulletBURTON K STEIN ESQUIRE Telephone no.bullet (610) 764-6477

    Located atbulletPO BOX 244P O BOX 244GLADWYNEPA ZIP+4bullet19035
    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
     
     
    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 bullet2019, 2018, 2017, 2016
    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
    Yes
     
    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
    STEPHEN A COZEN ESQ TRUSTEE
    000.00     		0 0 0
    ONE LIBERTY PLACE
    1650 MARKET ST
    PHILADELPHIA,PA19103
    LINDA SALTZ TRUSTEE
    000.00     		0 0 0
    941 LINDY LANE
    941 LINDY LANE
    BALA CYNWYD,PA19004
    ALBERT NALIBOTSKY TRUSTEE
    000.00     		0 0 0
    7216 ST CLAIR DR
    7216 ST CLAIR DR
    CHARLOTTE,NC28270
    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  
    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.............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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    2,142,051
    b
    Average of monthly cash balances.......................
    1b
    175,370
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,317,421
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,317,421
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,761
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,282,660
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    114,133
    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
    114,133
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    775
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    775
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    113,358
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    113,358
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    113,358
    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
    94,949
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    94,949
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    94,949
    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 7 113,358
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 115,000
    b Total for prior years:2015, 2014, 2013 78,492
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 94,949
    a Applied to 2019, but not more than line 2a 94,949
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		78,492
    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......     		78,492
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		20,051
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		113,358
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABRAMSON CENTER FOR JEWISH LIFE
    ABRAMSON CENTER FOR JEWISH LIFE
    1425 HORSHAM ROAD
    1425 HORSHAM ROAD
    NORTH WALES,PA194541320     		NONE 501(C)3 PROGRAM SUPPORT 15,000
    ALEXANDER CHILDRENS FOUNDATION
    ALEXANDER CHILDRENS FOUNDATION
    6220 THERMAL RD
    6220 THERMAL RD
    CHARLOTTE,NC28211     		NONE 501(C)3 PROGRAM SUPPORT 100
    ALZHEIMERS ASSOCIATION
    ALZHEIMERS ASSOCIATION
    399 MARKET STREET 102
    399 MARKET STREET 102
    PHILADELPHIA,PA19106     		NONE 501C(3) PROGRAM SUPPORT 1,000
    ALZHEIMERS ASSOCIATION
    ALZHEIMERS ASSOCIATION
    600 FREEDOM BLVD 101
    600 FREEDOM BLVD 101
    KING OF PRUSSIA,PA19406     		NONE 501C(3) PROGRAM SUPPORT 100
    AMERICAN DIABETES ASSOCIATION
    AMERICAN DIABETES ASSOCIATION
    2451 CRYSTAL DR STE 900
    2451 CRYSTAL DR STE 900
    ARLINGTON,VA22202     		NONE 501(C)3 PROGRAM SUPPORT 100
    AMERICAN HEART ASSOC
    AMERICAN HEART ASSOC
    7272 GREENVILLE AVE
    7272 GREENVILLE AVE
    DALLAS,TX75231     		NONE 501(C)3 PROGRAM SUPPORT 50
    AMERICAN HEART ASSOC
    AMERICAN HEART ASSOC
    5455 N HIGH ST
    5455 N HIGH ST
    COLUMBUS,OH43214     		NONE 501(C)3 PROGRAM SUPPORT 100
    AMERICAN RED CROSS
    AMERICAN RED CROSS
    23RD CHESTNUT STREETS
    23RD CHESTNUT STREETS
    PHILADELPHIA,PA19103     		NONE 501(C)3 PROGRAM SUPPORT 100
    AMERICAN STROKE FOUNDATION
    AMERICAN STROKE FOUNDATION
    6405 METCALF AVE STE 214
    6405 METCALF AVE STR 214
    OVERLAND PARK,KS66202     		NONE 501(C)3 PROGRAM SUPPORT 100
    B'NAI ISRAEL CONGREGATION
    B'NAI ISRAEL CONGREGATION
    6301 MONTROSE ROAD
    6301 MONTROSE ROAD
    ROCKVILLE,MD20852     		NONE 501(C)3 PROGRAM SUPPORT 6,700
    BLANKETS FOR CANCER
    BLANKETS FOR CANCER
    218 MAIN STREET 653
    218 MAIN STREET 653
    KIRKLAND,WA98033     		NONE 501C(3) PROGRAM SUPPORT 100
    BNAI ZION FOUNDATION
    BNAI ZION FOUNDATION
    1430 BROADWAY 1804
    1430 BROADWAY 1804
    NEW YORK,NY10018     		NONE 501(C)3 PROGRAM SUPPORT 100
    CENTRAL FUND FROR ISRAEL SHURAT HAD
    CENTRAL FUND FOR ISRAEL SHURAT HADIN
    111 LIVINGSTON ST 1928
    111LIVINGSTON ST STE 1928
    BROOKLYN,NY11201     		NONE 501(C)3 PROGRAM SUPPORT 100
    CHABAD UNIV OF WISCONSIN
    CHABAD UNIV OF WISCONSIN
    223 WEST GILMAN ST
    223 WEST GILMAN ST
    MADISON,WI53703     		NONE 501(C)3 PROGRAM SUPPORT 100
    CHILDREN'S HOSPITAL OF PHILADELPHIA
    CHILDREN'S HOSPITAL OF PHILADELPHIA
    PO BOX 781352
    PO BOX 781352
    PHILADELPHIA,PA191781352     		NONE 501(C)3 PROGRAM SUPPORT 2,500
    COMMEMORATIVE AIR FORCE
    COMMEMORATIVE AIR FORCE
    PO BOX 758527
    PO BOX 758527
    TOPEKA,KS66675     		NONE 501(C)3 PROGRAM SUPPORT 100
    CYSTIC FIBROSIS FOUNDATION
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE 340N
    4550 MONTGOMERY AVE 340N
    BETHESDA,MD20814     		NONE 501(C)3 PROGRAM SUPPORT 100
    EASTER SEALS OF SOUTHEASTERN PA
    EASTER SEALS OF SOUTHEASTERN PA
    3975 CONSHOHOCKEN AVENUS
    3975 CONSHOHOCKEN AVENUS
    PHILADELPHIA,PA191315484     		NONE 501(C)3 PROGRAM SUPPORT 100
    ECHO HORIZON SCHOOL
    ECHO HORIZON SCHOOL
    3430 MCMANUS AVE
    3430 MCMANUS AVE
    CULVER CITY,CA90232     		NONE 501(C)3 PROGRAM SUPPORT 2,000
    EMORY UNIVERSITY
    EMORY UNIVERSITY
    815 HOUSTON MILL ROAD
    815 HOUSTON MILL ROAD
    ATLANTA,GA30322     		NONE 501(C)3 PROGRAM SUPPORT 100
    EMORY UNIVERSITY
    EMORY UNIVERSITY
    1762 CLIFTON RD SUITE1400
    1762 CLIFTON RD SUITE1400
    ATLANTA,GA30322     		NONE 501(C)3 PROGRAM SUPPORT 100
    EPILEPSY FOUNDATION OF EAST PA
    EPILEPSY FOUNDATION OF EAST PA
    919 WALNUT STREET
    919 WALNUT STREET
    PHILADELPHIA,PA191075289     		NONE 501(C)3 PROGRAM SUPPORT 1,000
    FC CANCER FOUNDATION
    FC CANCER FOUNDATION
    1012 BRIOSO DR SUITE 101
    1012 BRIOSO DR SUITE 101
    COSTA MESA,CA92627     		NONE 501(C)3 PROGRAM SUPPORT 100
    FISHER HOUSE FOUNDATION
    FISHER HOUSE FOUNDATION
    12300 TWINBROOK PKWY 410
    12300 TWINBROOK PKWY 410
    ROCKVILLE,MD20852     		NONE 501(C)3 PROGRAM SUPPORT 100
    FRIENDSHIP CIRCLE OF PHILA
    FRIENDSHIP CIRCLE OF PHILA
    754 SOUTH 9TH ST
    754 SOUTH 9TH ST
    PHILADELPHIA,PA19147     		NONE 501(C)3 PROGRAM SUPPORT 1,000
    HAR ZION TEMPLE
    HAR ZION TEMPLE
    1500 HAGYS FORD ROAD
    1500 HAGYS FORD ROAD
    PENN VALLEY,PA19072     		NONE 501(C)3 PROGRAM SUPPORT 2,727
    HAROLD ROBINSON FOUNDATION
    HAROLD ROBINSON FOUNDATION
    6300 WILSHIRE BL STE 880
    6300 WILSHIRE BL STE 880
    LOS ANGELES,CA90048     		NONE 501(C)3 PROGRAM SUPPORT 150
    HEARING CHARITIES OF AMERICA
    HEARING CHARITIES OF AMERICA
    1912 E MEYER BLVD
    1912 E MEYER BLVD
    KANSAS CITY,MO64132     		NONE 501(C)3 PROGRAM SUPPORT 50
    HIGH COUNTRY HOSPICE
    HIGH COUNTRY HOSPICE
    400 SHADOWLINE DR 102
    400 SHADOWLINE DR 102
    BOONE,NC28607     		NONE 501(C)3 PROGRAM SUPPORT 100
    HIRSHBERG FOUNDATION
    HIRSHBERG FOUNDATION
    2990 S SEPULVEDA BLVD
    2990 S SEPULVEDA BLVD
    LOS ANGELES,CA90064     		NONE 501(C)3 PROGRAM SUPPORT 200
    HOPEWORKS N CAMDEN
    HOPEWORKS N CAMDEN
    808 MARKET ST 3RD FL
    808 MARKET ST 3RD FL
    CAMDEN,NJ08102     		NONE 501(C)3 PROGRAM SUPPORT 1,000
    JEWISH FAMILY & CHILDREN'S SERVICES
    JEWISH FAMILY & CHILDREN'S SERVICES
    2100 ARCH ST 5TH FLOOR
    2100 ARCH ST 5TH FLOOR
    PHILADELPHIA,PA19103     		NONE 501(C)3 PROGRAM SUPPORT 500
    JEWISH FEDERATION OF CHARLOTTE
    JEWISH FEDERATION OF CHARLOTTE
    5007 PROVIDENCE ROAD
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		NONE 501(C)3 PROGRAM SUPPORT 5,850
    JEWISH FEDERATION OF GREATER PHIL
    JEWISH FEDERATION OF GREATER PHIL
    2100 ARCH STREET
    2100 ARCH STREET
    PHILADELPHIA,PA19103     		NONE 501(C)3 PROGRAM SUPPORT 5,500
    JEWISH FEDERATION OF GREATER WASH
    JEWISH FEDERATION OF GREATER WASH
    6101 EXECUTIVE BLVD 100
    6101 EXECUTIVE BLVD 100
    N BETHESDA,MD20852     		NONE 501C(3) PROGRAM SUPPORT 100
    JUDICIAL WATCH
    JUDICIAL WATCH
    425 THIRD ST SW SUITE 800
    425 THIRD ST SW SUITE 800
    WASHINGTON,DC20024     		NONE 501(C)3 PROGRAM SUPPORT 100
    KIMMEL CENTER INC
    KIMMEL CENTER INC
    1500 WALNUT ST 17TH FLOOR
    1500 WALNUT ST 17TH FLOOR
    PHILADELPHIA,PA19102     		NONE 501(C)3 PROGRAM SUPPORT 100
    LEVINE JEWISH COMM CTR
    LEVINE JEWISH COMM CTR
    5007 PROVIDENCE RD
    5007 PROVIDENCE RD
    CHARLOTTE,NC28226     		NONE 501(C)3 PROGRAM SUPPORT 500
    LUSTGARTEN FOUNDATION
    LUSTGARTEN FOUNDATION
    1111 STEWART AVENUE
    1111 STEWART AVENUE
    BETHPAGE,NY11714     		NONE 501(C)3 PROGRAM SUPPORT 100
    MACCABI USASPORTS FOR ISRAEL
    MACCABI USA/SPORTS FOR ISRAEL
    1511 WALNUT ST 401
    1511 WALNUT ST 401
    PHILADELPHIA,PA19102     		NONE 501(C)3 PROGRAM SUPPORT 100
    MADD
    MADD
    408 4TH ST STE 310
    408 4TH ST STE 310
    BRIDGEPORT,PA19405     		NONE 501(C)3 PROGRAM SUPPORT 100
    MARCH OF DIMES
    MARCH OF DIMES
    PO BOX 8972
    PO BOX 8972
    TOPEKA,KS666088972     		NONE 501(C)3 PROGRAM SUPPORT 100
    MEMORIAL SLOAN KETTERING CANCER CEN
    MEMORIAL SLOAN KETTERING CANCER CEN
    1275 YORK AVENUE
    1275 YORK AVENUE
    NEW YORK,NY10021     		NONE 501(C)3 PROGRAM SUPPORT 500
    NALIBOTSKY CARDIAC TRANSPLANT FUND
    NALIBOSTEKY CARDIAC TRANSPLANT FUND
    208 EAST BOULEVARD
    208 EAST BOULEVARD
    CHARLOTTE,NC28203     		NONE 501(C)3 PROGRAM SUPPORT 20,000
    NATIONAL FOUNDATION CANCER RESEARCH
    NATIONAL FOUNDATION CANCER RESEARCH
    5515 SECURITY LA 1105
    5515 SECURITY LA 1105
    ROCKVILLE,MD20852     		NONE 501(C)3 PROGRAM SUPPORT 200
    NATIONAL STROKE ASSOCIATION
    NATIONAL STROKE ASSOCIATION
    300 5TH AVE SUITE 6
    300 5TH AVE SUITE 6
    WALTHAM,MA02451     		NONE 501(C)3 PROGRAM SUPPORT 100
    NYU LANGONE MEDI CENT - MS CLINIC
    NYU LANGONE MEDI CENT - MS CLINIC
    ONE PARK AVENUE FLOOR 5
    ONE PARK AVENUE FLOOR 15
    NEW YORK,NY10016     		NONE 501(C)3 PROGRAM SUPPORT 9,200
    PAJAMA PROGRAM
    PAJAMA PROGRAM
    114 EAST 39TH STREET
    114 EAST 39TH STREET
    NEW YORK,NY10016     		NONE 501C(3) PROGRAM SUPPORT 100
    PROVIDENCE DAY SCHOOL
    PROVIDENCE DAY SCHOOL
    5800 SARDIS ROAD
    5800 SARDIS ROAD
    CHARLOTTE,NC28270     		NONE 501(C)3 PROGRAM SUPPORT 300
    RONALD MCDONALD HOUSE
    RONALD MCDONALD HOUSE
    3925 CHESTNUT STREET
    3925 CHESTNUT STREET
    PHILADELPHIA,PA19104     		NONE 501(C)3 PROGRAM SUPPORT 500
    ROTARY SPECIAL ATHLETES
    ROTARY SPECIAL ATHLETES
    102 QUINCE DRIVE
    102 QUINCE DRIVE
    HATBORO,PA19040     		NONE 501(C)3 PROGRAM SUPPORT 3,500
    SALVATION ARMY OF GREATER PHILA
    SALVATION ARMY OF GREATER PHILA
    4050 CONSHOHOCKEN AVE
    4050 CONSHOHOCKEN AVE
    PHILADELPHIA,PA19131     		NONE 501C(3) PROGRAM SUPPORT 100
    SAMUEL D COZEN MEMORIAL FUND
    SAMUEL D COZEN MEMORIAL FUND
    200 FOUR FALLS CORPORATE
    200 FOUR FALLS CORPORATE
    WEST COSHOHOCKEN,PA194280800     		NONE 501(C)3 PROGRAM SUPPORT 500
    SIMON WIESENTHAL CENTER
    SIMON WIESENTHAL CENTER
    1399 SOUTH ROXBURY DRIVE
    1399 SOUTH ROXBURY DRIVE
    LOS ANGELES,CA90035     		NONE 501(C)3 PROGRAM SUPPORT 200
    SUSAN KOMAN CANCER FOUNDATION
    SUSAN KOMAN CANCER FOUNDATION
    PO BOX 650309
    PO BOX 650309
    DALLAS,TX752650309     		NONE 501(C)3 PROGRAM SUPPORT 400
    TEMPLE ISRAEL
    TEMPLE ISRAEL
    4901 PROVIDENCE ROAD
    4901 PROVIDENCE ROAD
    CHARLOTTE,NC282265847     		NONE 501(C)3 PROGRAM SUPPORT 3,472
    US HOLOCAUST MEMORIAL MUSEUM
    US HOLOCAUST MEMORIAL MUSEUM
    PO BOX 90988
    PO BOX 90988
    WASHINGTON,DC200990988     		NONE 501(C)3 PROGRAM SUPPORT 250
    UNITED JEWISH FEDERATION
    UNITED JEWISH FEDERATION
    6505 WILSHIRE BOULEVARD
    6505 WILSHIRE BOULEVARD
    LOS ANGELES,CA90048     		NONE 501(C)3 PROGRAM SUPPORT 100
    UNIV OF WISCONSIN HILLEL
    UNIV OF WISCONSIN HILLEL
    611 LANGDON ST
    611 LANGDON ST
    MADISON,WI53703     		NONE 501(C)3 PROGRAM SUPPORT 100
    UNIVERSITY OF MICHIGAN HILLEL
    UNIVERSITY OF MICHIGAN HILLEL
    1429 HIGH ST
    1429 HIGH ST
    ANN ARBOR,MI48104     		NONE 501(C)3 PROGRAM SUPPORT 50
    US SHOAH FOUNDATION
    US SHOAH FOUNDATION
    650 W 35 STRT SUITE 114
    650 W 35 STRT SUITE 114
    LOS ANGELES,CA90089     		NONE 501(C)3 PROGRAM SUPPORT 500
    VOLUNTEER MEDICAL SERVICES CORP
    VOLUNTEER MEDICAL SERVICES CORP
    101 SIBLEY AVENUE
    101 SIBLEY AVENUE
    ARDMORE,PA19003     		NONE 501(C)3 PROGRAM SUPPORT 50
    WHYY INC
    WHYY INC
    150 N 6TH STREET
    150 N 6TH STREET
    PHILADELPHIA,PA19106     		NONE 501(C)3 PROGRAM SUPPORT 100
    WILSHIRE BLVD TEMPLE
    WILSHIRE BLVD TEMPLE
    3663 WILSHIRE BLVD
    3663 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE 501(C)3 PROGRAM SUPPORT 4,000
    WINDWARD SCHOOL
    WINDWARD SCHOOL
    11350 PALMS BLVD
    11350 PALMS BLVD
    LOS ANGELES,CA90066     		NONE 501(C)3 PROGRAM SUPPORT 2,500
    Total .................................bullet 3a 94,949
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		        24,556
    4 Dividends and interest from securities....     14 22,893 59
    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 ............     		    18 8,318 -29,492
    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)..   31,211 -4,877
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    26,334
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    A H & HELEN WEISS FOUNDATION
    EIN:
    23-6298302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 7,000      

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    A H & HELEN WEISS FOUNDATION
    EIN:
    23-6298302
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ISRAEL BOND   PURCHASE 2020-05   25,000 25,000        
    BROKERAGE HOLDINGS   PURCHASE     5,005 5,663     -658  
    BROKERAGE HOLDINGS   PURCHASE     49,511 62,701     -13,190  
    BROKERAGE HOLDINGS   PURCHASE     70,484 93,356     -22,872  
    CENTRAL TAXABLE FIXED INCOME 2019-02 PURCHASE 2020-01   50,000 50,000        
    CENTRAL TAXABLE FIXED INCOME   PURCHASE     375,000 374,083     917  
    LARGE CAP STRATEGIC VALUE   PURCHASE     86,072 97,038     -10,966  
    LARGE CAP STRATEGIC VALUE   PURCHASE     79,314 78,805     509  
    DJ GREENE SC VALUE   PURCHASE     11,668 14,749     -3,081  
    DJ GREENE SC VALUE   PURCHASE     31,639 39,894     -8,255  
    DJ GREENE SC VALUE   PURCHASE     447 536     -89  
    GSAM LCG STRAT   PURCHASE     61,886 59,852     2,034  
    GSAM LCG STRAT   PURCHASE     87,191 59,949     27,242  
    LAZARD NON-US EQUITIES   PURCHASE     5,611 5,550     61  
    LAZARD NON-US EQUITIES   PURCHASE     20,312 19,454     858  
    INVESCO NON-US EQUITIES   PURCHASE     9,502 9,995     -493  
    INVESCO NON-US EQUITIES   PURCHASE     33,378 34,887     -1,509  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    A H & HELEN WEISS FOUNDATION
    EIN:
    23-6298302
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS HI YIELD FUND 147,767 150,092
    GOLDMAN SACHS REAL ESTATE SEC FUND 140,213 104,748
    GOLDMAN SACHS INTL REAL EST SEC FUND 115,831 86,330
    LARGE CAP STRATEGIC GROWTH FUND 120,770 261,011
    LARGE CAP STRATEGIC VALUE FUND 176,341 215,998
    DJ GREENE SC VALUE FUND 40,211 68,094
    INVESCO NON US EQUITY FUND 69,970 99,942
    LAZARD NON US EQUITY FUND 82,805 106,311
    ISRAEL BONDS 60,000 60,000

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    A H & HELEN WEISS FOUNDATION
    EIN:
    23-6298302
    US Government Securities - End of Year Book Value:

    888,159
    US Government Securities - End of Year Fair Market Value:

    902,741
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 LegalFeesSchedule
    Name:
    A H & HELEN WEISS FOUNDATION
    EIN:
    23-6298302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 29,897      


    TY 2020 OtherExpensesSchedule
    Name:
    A H & HELEN WEISS FOUNDATION
    EIN:
    23-6298302
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK CHARGES 43      
    INVESTMENT FEES 14,145      


    TY 2020 OtherNotesLoansRcvblShortSch2
    Name:
    A H & HELEN WEISS FOUNDATION
    EIN:
    23-6298302
    Name of 501(c)(3) Organization Balance Due
    FFCB
          		 
    EIB
          		 
    FHLB
          		 
    EDC
          		 
    FHLB
          		 
    ASIAN DEV BANK
          		 
    ONTARIO PROVINCE
          		49,934
    IADB
          		49,049
    FHLB
          		49,968
    KFW
          		5,147
    FFCB
          		24,970
    FHLB
          		25,508


    TY 2020 TaxesSchedule
    Name:
    A H & HELEN WEISS FOUNDATION
    EIN:
    23-6298302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 451      
    FEDERAL TAXES 909