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
AUSTELLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)366 TREVOR LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALA CYNWYD, PA19004
A Employer identification number

61-6370454
B Telephone number (see instructions)

(610) 664-4847
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$5,724,274J 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) 734,044
2 Check bullet.............
3 Interest on savings and temporary cash investments 30,089 30,089  
4 Dividends and interest from securities... 44,292 44,292  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 88,649
b Gross sales price for all assets on line 6a 2,486,394
7 Capital gain net income (from Part IV, line 2)... 88,649
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........ 897,074 163,030  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 20,217 20,217    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,814 5,814    
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 438 438    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,469 26,469   0
25 Contributions, gifts, grants paid....... 267,000 267,000
26 Total expenses and disbursements. Add lines 24 and 25 313,469 26,469   267,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 583,605
b Net investment income (if negative, enter -0-) 136,561
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,150,000    
2 Savings and temporary cash investments......... 814,624 753,228 753,228
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,146,378 Click to see attachment2,651,140 3,599,640
c Investments—corporate bonds (attach schedule)....... 252,129 Click to see attachment1,371,406 1,371,406
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) 4,363,131 4,775,774 5,724,274
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
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........... 4,363,131 4,775,774
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    
29 Total net assets or fund balances (see instructions)..... 4,363,131 4,775,774
30 Total liabilities and net assets/fund balances (see instructions). 4,363,131 4,775,774
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
4,363,131
2
Enter amount from Part I, line 27a .....................
2
583,605
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,946,736
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
170,962
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,775,774
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SEI P 2020-01-01 2020-12-31
b 15 JOHNSON MATTHEY SPONADR EACH REPR P 2020-01-30 2020-01-31
c 46 ABB LTD SPONS ADR P 2018-11-12 2020-01-31
d 104 FANUC UNSP ADR EACH REP 0.10 P 2018-10-11 2020-01-31
e 25 ROYAL DUTCH SHELL PLC SPON ADR B P 2017-03-10 2020-01-31
48 EDWARDS LIFESCIENCES P 2014-10-17 2020-01-17
83 LONZA GROUP P 2019-07-01 2020-12-23
SEI P 2019-07-01 2020-12-31
82 KDDI ADR P 2019-05-15 2020-01-31
53 ASTRAZENECA ADR EACHREP 1 ORD USD P 2017-03-10 2020-01-31
35 GILDAN ACTIVEWEAR P 2017-03-10 2020-01-31
32 ROYAL DUTCH SHELL PLC SPON ADR B P 2017-05-09 2020-01-31
44 MASTERCARD CL A P 2014-10-17 2020-01-17
35 ROCHE HOLDINGS P 2015-05-10 2020-11-11
67 ABB SPONS ADR P 2019-05-15 2020-01-31
12 LINDE PLC EUR0.001 P 2019-02-04 2020-01-31
125 AVIVA SPON ADR EA REPR 2 ORD SHS P 2018-12-03 2020-01-31
6 GILDAN ACTIVEWEAR P 2020-01-30 2020-01-31
25 SAP SE SPON ADR P 2016-07-21 2020-01-31
159 MICROSOFT P 2017-05-04 2020-01-17
200 ROCHE HOLDINGS P 2019-07-01 2020-12-10
59 AKZO NOBEL NV SPON ADS EACH REP 1 P 2019-03-08 2020-01-31
237 LLOYDS BANKING GROUPPLC SPONS AD P 2019-08-19 2020-01-31
12 BAIDU SPON ADS EACH REP 0.1 ORD S P 2020-01-30 2020-01-31
104 KDDI ADR P 2015-12-14 2020-01-31
11 SIEMENS AG SPON ADR EACH REP 1 OR P 2018-11-12 2020-01-31
218 TAIWAN SEMICONDUCTOR MANUFACT SP P 2016-02-26 2020-01-17
10 BAIDU SPON ADS EACH REP 0.1 ORD S P 2019-10-23 2020-01-31
10 NOVARTIS A G SPONS ADR P 2019-12-19 2020-01-31
34 BP PLC SPONS ADR P 2017-05-08 2020-01-31
54 MANULIFE FINANCIAL NPV P 2017-03-10 2020-01-31
60 SK TELECOM LTD SPONS ADR P 2020-01-30 2020-01-31
95 VISA CL A P 2014-10-02 2020-01-17
306 BARCLAYS PLC ADR-EACH CV INTO 4 P 2019-06-17 2020-01-31
66 RELX PLC SPON ADS EACH REPR 1 ORD P 2019-05-15 2020-01-31
47 BP PLC SPONS ADR P 2017-09-11 2020-01-31
40.139 MICRO FOCUS INTERNATIONAL PLC P 2020-01-30 2020-01-31
12 SK TELECOM LTD SPONS ADR P 2020-01-30 2020-01-31
3000 WESTERN AUSTRALIA TREASURY NOTE P 2014-10-17 2020-07-24
165 BASF SE SPON ADR EACH REP 0.25 O P 2019-07-18 2020-01-31
201 ROLLS ROYCE HOLDINGSSPON ADR EAC P 2020-01-30 2020-01-31
398 CAIXABANK UNSPONS ADR P 2020-01-30 2020-01-31
3.861 MICRO FOCUS INTERNATIONAL PLC P 2020-01-30 2020-01-31
2 SSE PLC SPONS ADR P 2018-10-11 2020-01-31
10 AMAZON P 2016-05-24 2020-10-01
111 BAYER AG SPON P 2019-07-18 2020-01-31
5 ROLLS ROYCE HOLDINGSSPON ADR EACH P 2020-01-30 2020-01-31
310 CAIXABANK UNSPONS ADR P 2020-01-30 2020-01-31
5 NOVARTIS A G SPONS ADR P 2016-03-11 2020-01-31
141 SSE PLC SPONS ADR P 2019-01-03 2020-01-31
229 APPLE P 2016-03-07 2020-10-01
92 BNP PARIBAS SPONS ADR P 2019-09-19 2020-01-31
23 RYANAIR HOLDINGS PLCADS EACH REPR P 2019-06-17 2020-01-31
15 CANADIAN IMPERIAL BANK OF COMMERC P 2019-01-03 2020-01-31
3 NOVARTIS A G SPONS ADR P 2018-06-29 2020-01-31
152 SUMITOMO MITSUI FINL GROUP SPONS P 2016-03-11 2020-01-31
113 APPLE P 2016-03-07 2020-10-01
25 BRITISH AMERICAN TOBACCO LVL II A P 2019-06-17 2020-01-31
37 SIEMENS AG SPON ADR EACH REP 1 OR P 2019-10-14 2020-01-31
25 CHINA MOBILE SPON ADR REP 5 ORD H P 2020-01-30 2020-01-31
1 NOVARTIS A G SPONS ADR P 2019-01-03 2020-01-31
27 TOTAL SA SPON ADS EAREP 1 ORD SHS P 2020-01-30 2020-01-31
130 APPLE P 2015-04-28 2020-10-01
24 BRITISH AMERICAN TOBACCO LVL II A P 2019-12-31 2020-01-31
43 SUMITOMO MITSUI FINL GROUP SPONS P 2019-05-15 2020-01-31
12 CHINA MOBILE SPON ADR REP 5 ORD H P 2020-01-30 2020-01-31
48 PRUDENTIAL ADR EACH REPR 2 ORD GB P 2019-01-03 2020-01-31
362 UNICREDIT SPA UNSPONADR EACH REP P 2019-01-03 2020-01-31
25 EQUINIX P 2015-02-04 2020-11-02
269 CARREFOUR SA SPON ADR EACH REPR P 2020-01-30 2020-01-31
146 TAKEDA PHARMACEUTICAL LTD SPON A P 2019-06-17 2020-01-31
108 COMPAGNIE FINANCIERERICHEMONT SA P 2019-01-03 2020-01-31
1 PRUDENTIAL ADR EACH REPR 2 ORD GBP P 2020-01-30 2020-01-31
217 VOLKSWAGEN AG UNSPONADS EACH REP P 2017-03-10 2020-01-31
39 INPHI P 2018-02-08 2020-11-02
24 CHINA MOBILE SPON ADR REP 5 ORD H P 2020-01-30 2020-01-31
98 TAKEDA PHARMACEUTICAL LTD SPON AD P 2019-08-19 2020-01-31
66 DANONE ADR-EA CNV INTO 1/5 EUR0.2 P 2017-03-10 2020-01-31
39 ROCHE HLDG LTD SPONS ADR P 2018-02-08 2020-01-31
58 VOLKSWAGEN AG UNSPONADS EACH REP P 2017-03-13 2020-01-31
12 NVIDIA P 2017-03-13 2020-11-02
60 DEUTSCHE POST AG SPONS ADR EA REP P 2019-03-08 2020-01-31
99 UNICREDIT SPA UNSPONADR EACH REP P 2019-06-17 2020-01-31
40 EAST JAPAN RAILWAY ADR P 2017-03-10 2020-01-31
6 ROCHE HLDG LTD SPONS ADR P 2018-05-29 2020-01-31
18 VOLKSWAGEN AG UNSPONADS EACH REP P 2017-09-11 2020-01-31
86 BERKSHIRE HATHAWAY P 1996-11-20 2020-12-17
68 ING GROEP N.V. SPONSADR-EACH REPR P 2020-01-30 2020-01-31
54 VODAFONE GROUP SPON ADR EACH REP P 2019-03-08 2020-01-31
42 FANUC UNSP ADR EACH REP 0.10 P 2016-03-09 2020-01-31
1 ROCHE HLDG LTD SPONS ADR P 2018-10-11 2020-01-31
13 ALPHABET CAP STK CL C P 2014-11-18 2020-01-17
26 MICROSOFT P 2000-03-07 2020-12-17
(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 1,438,344   1,646,487 -208,143
b 980   1,056 -76
c 1,047   901 146
d 1,846   1,746 100
e 1,310   1,366 -56
11,359   2,394 8,965
51,639   30,328 21,311
569,456   509,098 60,358
1,204   1,046 158
2,534   1,566 968
970   899 71
1,677   1,799 -122
14,119   3,163 10,956
11,971   8,468 3,503
1,525   1,264 261
2,402   1,965 437
1,250   1,285 -35
166   173 -7
3,224   2,110 1,114
26,245   10,911 15,334
68,634   51,430 17,204
1,794   1,729 65
640   566 74
1,439   1,518 -79
1,527   1,241 286
667   619 48
12,543   5,215 7,328
1,200   1,042 158
920   943 -23
1,201   1,204 -3
1,024   970 54
1,239   1,312 -73
19,267   4,967 14,300
2,620   2,295 325
1,703   1,502 201
1,660   1,671 -11
504   568 -64
248   262 -14
2,120   2,120  
2,722   2,824 -102
1,733   1,797 -64
324   370 -46
48   55 -7
39   30 9
32,048   7,043 25,005
2,198   1,849 349
43   45 -2
252   288 -36
460   326 134
2,721   1,914 807
39,455   8,612 30,843
2,395   2,269 126
1,963   1,436 527
1,179   1,134 45
276   199 77
1,030   980 50
13,152   2,870 10,282
1,070   893 177
2,243   2,026 217
1,013   1,089 -76
92   75 17
1,267   1,361 -94
14,189   4,330 9,859
1,027   1,019 8
291   303 -12
486   522 -36
1,654   1,627 27
2,317   1,977 340
18,494   7,622 10,872
845   917 -72
2,771   2,492 279
734   664 70
34   36 -2
3,865   3,328 537
4,382   978 3,404
973   1,045 -72
1,860   1,646 214
1,005   890 115
1,601   1,129 472
1,033   903 130
6,521   1,219 5,302
2,048   1,862 186
634   557 77
546   581 -35
246   163 83
320   296 24
19,135   1,926 17,209
700   753 -53
1,012   963 49
745   666 79
41   30 11
18,969   7,374 11,595
5,714   1,243 4,471
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       -208,143
b       -76
c       146
d       100
e       -56
      8,965
      21,311
      60,358
      158
      968
      71
      -122
      10,956
      3,503
      261
      437
      -35
      -7
      1,114
      15,334
      17,204
      65
      74
      -79
      286
      48
      7,328
      158
      -23
      -3
      54
      -73
      14,300
      325
      201
      -11
      -64
      -14
       
      -102
      -64
      -46
      -7
      9
      25,005
      349
      -2
      -36
      134
      807
      30,843
      126
      527
      45
      77
      50
      10,282
      177
      217
      -76
      17
      -94
      9,859
      8
      -12
      -36
      27
      340
      10,872
      -72
      279
      70
      -2
      537
      3,404
      -72
      214
      115
      472
      130
      5,302
      186
      77
      -35
      83
      24
      17,209
      -53
      49
      79
      11
      11,595
      4,471
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 88,649
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 -205,265
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,898
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 1,898
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 1,898
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
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  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 46
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,944
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 ofbulletMARGARET HUNTING Telephone no.bullet (610) 664-4847

    Located atbullet366 TREVOR LANEBALA CYNWYDPA ZIP+4bullet19004
    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
     
    No
    ........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 bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SARAH S ALFADL FOUNDER, BOA
    1.00     		0 0 0
    FLAT 4 VUE DU GODFREY RUE DE VEGA
    ELIZABETH AVENUE
    ST PETER PORT   GY1 2JB
    GK
    MARGARET H HUNTING EXEC DIR & S
    5.00     		20,000 0 0
    366 TREVOR LANE
    BALA CYNWYD,PA19004
    NOURA E ALFADL-ANDREASSON TRUSTEE
    0.50     		0 0 0
    1717 S MOLE ST
    PHILADELPHIA,PA19145
    KEVIN M LEIGH TRUSTEE
    0.50     		0 0 0
    2021 BRANDYWINE ST
    PHILADELPHIA,PA19130
    MICHAEL BRESLOW TRUSTEE
    0.50     		0 0 0
    435 SABINE AVENUE
    WYNNEWOOD,PA19096
    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
    4,357,083
    b
    Average of monthly cash balances.......................
    1b
    783,926
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,141,009
    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
    5,141,009
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    77,115
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,063,894
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    253,195
    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
    253,195
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,898
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,898
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    251,297
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    251,297
    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
    251,297
    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
    267,000
    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
    267,000
    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
    267,000
    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 7 251,297
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 38,809
    d From 2018...... 10,665
    e From 2019...... 6,532
    fTotal of lines 3a through e........ 56,006
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 267,000
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 251,297
    e Remaining amount distributed out of corpus 15,703
    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 71,709
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    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 ......     		71,709
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 38,809
    c Excess from 2018.... 10,665
    d Excess from 2019.... 6,532
    e Excess from 2020.... 15,703
    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
    ACADEMY OF NATURAL SCIENCES
    1900 BENJAMIN FRANKLIN PK
    PHILADELPHIA,PA19103     		NONE   UNRESTRICTED 2,000
    ACLU FOUNDATION OF PA
    PO BOX 60173
    PHILADELPHIA,PA19102     		NONE   IMMIGRANT CIVIL RIGHTS 5,000
    BETHANY CHRISTIAN SVCS OF DE VALLEY
    610 OLD YORK RD
    SUITE 220
    JENKINTOWN,PA19046     		NONE   ASSIST MUSLIM REFUGEES 12,000
    COUNCIL FOR RELATIONSHIPS
    4025 CHESTNUT ST
    1ST FLOOR
    PHILADELPHIA,PA19104     		NONE   OPERATION HOME & HEALING 15,000
    DELAWARE RIVERKEEPERS NETWORK
    925 CANAL ST
    SUITE 3701
    BRISTOL,PA19007     		NONE   UNRESTRICTED 25,000
    ELDERNET OF LOWER MERION
    2113 DARBY CREEK RD
    HAVERTOWN,PA19083     		NONE   COVID-19 RELIEF 10,000
    IMPACT
    1952 E ALLEGHENY AVE
    PHILADELPHIA,PA19134     		NONE   HOUSING FOR VETERANS 15,000
    KARAMAH
    1420 16TH STREET NW
    SUITE 400
    WASHINGTON,DC20036     		NONE   20K-CAPACITY BLDG 40K-UNRESTRICTED 60,000
    LOWER MERION CONSERVANCY
    1301 ROSE GLEN RD
    GLADWYNE,PA19035     		NONE   MAINTENANCE-PRESERVATION EASEMENTS 20,000
    MECCA CHILD CARE
    7401 LIMEKILN PIKE
    PHILADELPHIA,PA19138     		NONE   COVID-19 RELIEF 10,000
    MUSLIMS SERVE
    12271 TOWNSEND RD
    PHILADELPHIA,PA19154     		NONE   COVID-19 RELIEF 10,000
    PA 30 DAY FUND
    1114 HILLCREST RD
    PENN VALLEY,PA19072     		NONE   COVID-19 RELIEF 5,000
    PA ASSN OF SUSTAINABLE AGRICULTURE
    PO BOX 419
    MILLHEIM,PA16854     		NONE   UNRESTRICTED 25,000
    PHILA VETERANS MULTI SVC EDUC CTR
    213 NORTH 4TH STREET
    PHILADELPHIA,PA19106     		NONE   AUGMENT VMIC DATABASE 20,000
    PLAYHOUSE VETS
    12 W MECHANIC ST
    UNIT 2A
    NEW HOPE,PA18938     		NONE   VETERANS PROGRAM 5,000
    ST JAMES SCHOOL
    3217 W CLEARFIELD ST
    PHILADELPHIA,PA19132     		NONE   COVID-19 RELIEF 10,000
    THE DECENCY FOUNDATION
    120 SIBLEY AVE
    ARDMORE,PA19003     		NONE   COVID-19 RELIEF 5,000
    TRICOUNTY COMMUNITY
    MONTCO ANTI-HUNGER NETWORK
    724 N ADAMS ST
    SUITE 203
    POTTSTOWN,PA19464     		NONE   COVID-19 RELIEF 5,000
    WHYY
    150 NORTH 6TH STREET
    PHILADELPHIA,PA19106     		NONE   UNRESTRICTED 3,000
    WOMEN AGAINST ABUSE
    100 SOUTH BROAD ST
    SUITE 1341
    PHILADELPHIA,PA19102     		NONE   COVID-19 RELIEF 5,000
    Total .................................bullet 3a 267,000
    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 ...........     		    14 30,089  
    4 Dividends and interest from securities....     14 44,292  
    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 ............     		    14 88,649  
    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)..   163,030  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    163,030
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    AUSTELLE FOUNDATION
     
    Employer identification number

    61-6370454
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    AUSTELLE FOUNDATION
          		Employer identification number
    61-6370454
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SARAH S ALFADL
    FLAT 4 VUE DU GODFREY RUE DE VEGA
    ELIZABETH AVENUE
    ST PETER PORT,   GY1 2JBGK

    		$ 459,141


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    NOURA E ALFADL-ANDREASSON
    1717 S MOLE ST
     
    PHILADELPHIA, PA19145

    		$ 24,903


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    ALFADL USA TRUST
    2120 CAREY AVENUE
    SUITE 320
    CHEYENNE, WY82001

    		$ 250,000


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    AUSTELLE FOUNDATION
          		Employer identification number

    61-6370454
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LISTED SECURITIES $ 103,148 2020-01-17
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LISTED SECURITIES $ 52,180 2020-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LISTED SECURITIES $ 91,934 2020-01-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 26 MICROSOFT $ 5,653 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LISTED SECURITIES $ 94,727 2020-09-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 86 BERKSHIRE HATHAWAY $ 19,250 2020-12-16
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    AUSTELLE FOUNDATION
          		Employer identification number

    61-6370454
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LISTED SECURITIES $ 33,713 2020-10-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LISTED SECURITIES $ 11,681 2020-11-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 LISTED SECURITIES $ 68,913 2020-12-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    AUSTELLE FOUNDATION
          		Employer identification number

    61-6370454
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    AUSTELLE FOUNDATION
    EIN:
    61-6370454
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COMMONWEALTH 8668-CDS 250,333 250,333
    COMMONWEALTH 8668-BONDS 1,121,073 1,121,073

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    AUSTELLE FOUNDATION
    EIN:
    61-6370454
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMONWEALTH 1890 1,254,001 1,568,296
    SEI 1,397,139 2,031,344

    TY 2020 OtherDecreasesSchedule
    Name:
    AUSTELLE FOUNDATION
    EIN:
    61-6370454
    Description Amount
    UNREALIZED APPR ADJ-CONTR SECS 170,962


    TY 2020 OtherExpensesSchedule
    Name:
    AUSTELLE FOUNDATION
    EIN:
    61-6370454
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE SUPPLIES 41 41    
    WEBSITE HOSTING 397 397    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    AUSTELLE FOUNDATION
    EIN:
    61-6370454
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMONWEALTH FEES 3,641 3,641    
    SEI INVESTMENT MGMT FEES 16,576 16,576    


    TY 2020 TaxesSchedule
    Name:
    AUSTELLE FOUNDATION
    EIN:
    61-6370454
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 5,341 5,341    
    FOREIGN TAXES-SEI 217 217    
    FOREIGN TAXES-COMMONWEALTH 1890 256 256