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
HENRIETTA TOWER WURTS MEMORIAL
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1835 MARKET STREET NO 2410
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

23-6297977
B Telephone number (see instructions)

(215) 563-6417
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$5,734,240J 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      
4 Dividends and interest from securities... 37,556 42,590  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 102,290
b Gross sales price for all assets on line 6a 259,701
7 Capital gain net income (from Part IV, line 2)... 109,023
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)....... Click to see attachment 0 -8,185  
12 Total. Add lines 1 through 11........ 139,846 143,428  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,627 0   1,627
c Other professional fees (attach schedule).... Click to see attachment 2,324 2,324   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...   60    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,951 2,384   1,627
25 Contributions, gifts, grants paid....... 237,000 237,000
26 Total expenses and disbursements. Add lines 24 and 25 240,951 2,384   238,627
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -101,105
b Net investment income (if negative, enter -0-) 141,044
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............. 30,713 49,462 49,462
2 Savings and temporary cash investments.........   1,239 1,239
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,182,222 Click to see attachment2,101,514 3,827,219
c Investments—corporate bonds (attach schedule)....... 1,699,315 Click to see attachment1,658,930 1,856,320
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) 3,912,250 3,811,145 5,734,240
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,912,250 3,811,145
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)..... 3,912,250 3,811,145
30 Total liabilities and net assets/fund balances (see instructions). 3,912,250 3,811,145
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
3,912,250
2
Enter amount from Part I, line 27a .....................
2
-101,105
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,811,145
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,811,145
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 THE COLCHESTER GLOBAL BOND AI FUND P    
b PARTNERSHIP EIN: 27-2936353 P    
c PUBLICLY TRADED SECURITIES      
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 1,701   1,222 479
b 6,733     6,733
c 258,000   156,189 101,811
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       479
b       6,733
c       101,811
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 2 109,023
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,961
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,961
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,961
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 41
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,002
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE PHILADELPHIA FOUNDATION Telephone no.bullet (215) 563-6417

    Located atbullet1835 MARKET STREET NO 2410PHILADELPHIAPA ZIP+4bullet19103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ELLEN NALLE HASS PRESIDENT
    1.00     		0 0 0
    1835 MARKET STREET SUITE 2410
    PHILADELPHIA,PA19103
    ALISON ANDERSON BOARD MEMBER
    1.00     		0 0 0
    1835 MARKET STREET SUITE 2410
    PHILADELPHIA,PA19103
    DENISE BROWN BOARD MEMBER
    1.00     		0 0 0
    1835 MARKET STREET SUITE 2410
    PHILADELPHIA,PA19103
    PATRICIA BLAKELY BOARD MEMBER
    1.00     		0 0 0
    1835 MARKET STREET SUITE 2410
    PHILADELPHIA,PA19103
    FRED NEIBAUER BOARD MEMBER
    1.00     		0 0 0
    1835 MARKET STREET SUITE 2410
    PHILADELPHIA,PA19103
    SHANELL RANSOM BOARD MEMBER
    1.00     		0 0 0
    1835 MARKET STREET SUITE 2410
    PHILADELPHIA,PA19103
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,119,659
    b
    Average of monthly cash balances.......................
    1b
    34,745
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,154,404
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,154,404
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    77,316
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,077,088
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    253,854
    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
    253,854
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,961
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,961
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    251,893
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    251,893
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    251,893
    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
    238,627
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    238,627
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    238,627
    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 7 251,893
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 112,635
    b From 2016...... 80,860
    c From 2017...... 57,470
    d From 2018...... 35,442
    e From 2019...... 35,042
    fTotal of lines 3a through e........ 321,449
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 238,627
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 238,627
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 13,266 13,266
    (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 5 308,183
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		99,369
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		208,814
    10 Analysis of line 9:
    a Excess from 2016.... 80,860
    b Excess from 2017.... 57,470
    c Excess from 2018.... 35,442
    d Excess from 2019.... 35,042
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SHERESSA GORDON PROGRAM ASSOCIATE
    1835 MARKET STREET
    PHILADELPHIA,PA19103
    (215) 563-6417
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORMS SUPPLIED UPON REQUEST
    cAny submission deadlines:
    FEBRUARY 1, MAY 1, SEPTEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO ORGANIZATIONS FOR PUBLIC SERVICE DESCRIBED UNDER SECTION 509(A)(1) OR 509(A)(2)
    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
    1812 PRODUCTIONS INC
    2329 SOUTH 3RD STREET
    PHILADELPHIA,PA19148     		  PC 1812 OUTREACH 2,000
    AFTER SCHOOL ACTIVITIES PARTNERSHIP
    1520 LOCUST STREET SUITE 1104
    PHILADELPHIA,PA19102     		  PC OPERATING SUPPORT 2,000
    AID FOR FRIENDS (AFF)
    12271 TOWNSEND ROAD
    PHILADELPHIA,PA19154     		  PC FOOD DISTRIBUTION 5,000
    AIDS LAW PROJECT OF PENNSYLVANIA
    1211 CHESTNUT STREET SUITE 600
    PHILADELPHIA,PA19107     		  PC OPERATING SUPPORT 3,000
    ANTI-VIOLENCE PARTNERSHIP OF PHILA
    2000 HAMILTON STREET SUITE 204
    PHILADELPHIA,PA19130     		  PC YOUTH VIOLENCE OUTREACH (YVO) INITIATIVE 2,000
    ARTWELL
    100 WEST OXFORD STREET SUITE E-1200
    PHILADELPHIA,PA19122     		  PC WE THE POETS 2,000
    ARTZ PHILADELPHIA
    1229 CHESTNUT STREET 188
    PHILADELPHIA,PA19107     		  PC OPERATING SUPPORT 5,000
    ASIAN ARTS INITIATIVE
    1219 VINE STREET
    PHILADELPHIA,PA19107     		  PC YOUTH ARTS WORKSHOP 3,000
    ASTRAL ARTISTS
    1500 WALNUT STREET SUITE 413
    PHILADELPHIA,PA19102     		  PC ASTRAL DIGITAL COMMUNITY CLASSICS AT WESLEY ENHANCED LIVING AT STAPELEY 2,000
    BROAD STREET MINISTRY
    315 S BROAD STREET
    PHILADELPHIA,PA19107     		  PC FOOD DISTRIBUTION 11,350
    CAMBODIAN ASSOCIATION OF GREATER PHILADELPHIA
    5412 N 5TH STREET
    PHILADELPHIA,PA19120     		  PC OPERATING SUPPORT 5,000
    CENTER FOR ADVOCACY FOR THE RIGHTS AND INTERESTS OF THE ELDERLY
    TWO PENN CENTER 1500 JFK BOULEVARD
    SUITE 1500
    PHILADELPHIA,PA19102     		  PC OPERATING SUPPORT 3,000
    CHESTNUT HILL MEALS ON WHEELS
    1710 BETHLEHEM PIKE
    FLOURTOWN,PA19031     		  PC OPERATING SUPPORT 6,000
    CHURCH OF THE ADVOCATE
    1801 DIAMOND STREET
    PHILADELPHIA,PA19121     		  PC FOOD DISTRIBUTIONS 6,350
    CLOUD 9 ROOFTOP FARM
    704 W GIRARD AVENUE
    PHILADELPHIA,PA19123     		  PC OPERATING SUPPORT 5,000
    CODED BY KIDS
    3675 MARKET STREET
    PHILADELPHIA,PA19104     		  PC OPERATING SUPPORT 3,000
    COMMUNITY CENTER AT VISITATION
    2646 KENSINGTON AVENUE
    PHILADELPHIA,PA19125     		  PC OPERATING SUPPORT 3,000
    COMMUNITY PARTNERSHIP SCHOOL
    2646 KENSINGTON AVENUE
    PHILADELPHIA,PA19121     		  PC OPERATING SUPPORT 2,000
    COMMUNITY VENTURES INC
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  PC SUPPORTIVE SERVICES PROGRAM FOR OUR RESIDENTS 1,000
    CRADLES TO CRAYONS
    4700 WISSAHICKON AVENUE SUITE 200
    PHILADELPHIA,PA19144     		  PC EVERYDAY ESSENTIALS 5,000
    CULTUREWORKS GREATER PHILADELPHIA
    1315 WALNUT STREET UNIT 320
    PHILADELPHIA,PA19107     		  PC OPERATING SUPPORT & FOOD DISTRIBUTION - THE YOUNG ARTIST PROGRAM 6,000
    ENCHANTMENT THEATRE COMPANY
    100 S BROAD STREET SUITE 1318
    PHILADELPHIA,PA19110     		  PC ENCHANTMENT THEATRE COMPANY ARTS IN EDUCATION PROGRAM 2,000
    FEDERATION OF NEIGHBORHOOD CENTERS
    1901 S 9TH STREET
    PHILADELPHIA,PA19148     		  PC OPERATING SUPPORT/LIL FILMMAKERS MEDIA 1,000
    FRESH ARTISTS
    3510 SCOTTS LANE SUITE 3014
    PHILADELPHIA,PA19129     		  PC OPERATING SUPPORT 2,000
    GERMANTOWN AVENUE CRISIS MINISTRY
    35 W CHELTEN AVENUE
    PHILADELPHIA,PA19144     		  PC EMERGENCY FUNDING 5,000
    GIRLS ON THE RUN PHILADELPHIA
    40 W EVERGREEN AVENUE SUITE 104
    PHILADELPHIA,PA19118     		  PC GIRLS ON THE RUN PROGRAM 1,000
    GIRLS ROCK PHILLY
    1428 GERMANTOWN AVENUE
    PHILADELPHIA,PA19122     		  PC OPERATING SUPPORT 2,000
    GREENER PARTNERS
    PO BOX 221
    FAIRVIEW VILLAGE,PA19409     		  PC FARM EXPLORER NUTRITION EDUCATION AND COMMUNITY FOOF DISTRIBUTION IN WEST PHILADELPHIA 3,000
    HEADLONG DANCE THEATER
    1170 SOUTH BROAD STREET
    PHILADELPHIA,PA19146     		  PC FEED PHILLY NOW & NINTH PLANET'S VIRTUAL ARTS AFTERSCHOOL PROGRAM 5,000
    HEALTHY NEWSWORKS
    PO BOX 431
    DREXEL HILL,PA19026     		  PC BUILDING HEALTHY HABITS AND LITERACY SKILLS 1,000
    HOMELESS ADVOCACY PROJECT
    1429 WALNUT STREET 15TH FLOOR
    PHILADELPHIA,PA19102     		  PC CHILDREN, YOUTH AND FAMILIES PROJECT (CFP) 3,000
    INN DWELLING
    109 EAST PRICE STREET
    PHILADELPHIA,PA19144     		  PC COMPREHENSIVE YOUTH INITIATIVE 2,000
    INTERNATIONAL BALLET EXCHANGE
    38 EAST SCHOOL HOUSE LANE
    PHILADELPHIA,PA19144     		  PC BALLET BUILDING BRIDGES 2,000
    JEWISH RELIEF AGENCY
    225 E CITY AVENUE SUITE 210
    BALA CYNWYD,PA19004     		  PC OPERATING SUPPORT 4,000
    KELLY ANNE DOLAN MEMORIAL FUND
    580 VIRGINIA DRIVE
    FORT WASHINGTON,PA19434     		  PC FINACIAL ASSISTANCE PROGRAM 2,000
    KORESH DANCE COMPANY
    2002 RITTENHOUSE SQUARE
    PHILADELPHIA,PA19103     		  PC KORESH KIDS DANCE 2,000
    KULU MELE AFRICAN DANCE & DRUM ENSEMBLE
    6417 N 13TH STREET
    PHILADELPHIA,PA19126     		  PC OGUN & THE PEOPLE PROJECT 2,000
    LANTERN THEATER COMPANY
    DEVELOPMENT OFFICE 1015 CHESTNUT
    STREET SUITE 1515
    PHILADELPHIA,PA19107     		  PC ILLUMINATION 2,000
    MAMADELE FOUNDATION
    224 WEST WALNUT LANE FIRST FLOOR
    PHILADELPHIA,PA19144     		  PC AFRO-BRAZILIAN PERCUSSION RESIDENCY PROGRAM 2,000
    MIGHTY WRITERS
    1501 CHRISTIAN STREET
    PHILADELPHIA,PA19146     		  PC OPERATING SUPPORT 5,000
    NATIONAL FEDERATION OF THE BLIND OF PA
    1500 WALNUT STRET
    PHILADELPHIA,PA19102     		  PC OPERATING SUPPORT 2,000
    NEED IN DEED
    211 N 13TH STREET SUITE 501
    PHILADELPHIA,PA19107     		  PC OPERATING SUPPORT 3,000
    NORRIS SQUARE NEIGHBORHOOD PROJECT
    2141 NORTH HOWARD STREET
    PHILADELPHIA,PA19122     		  PC OPERATING SUPPORT 3,000
    NORTHWEST VICTIM SERVICES
    6023 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PC OPERATING SUPPORT 2,000
    OLD PINE COMMUNITY CENTER
    401 LOMBARD STREET
    PHILADELPHIA,PA19147     		  PC OPERATING SUPPORT 4,000
    PEGASUS THERAPEUTIC RIDING ACADEMY
    8297 BUSTLETON AVENUE
    PHILADELPHIA,PA19152     		  PC PEGASUS TRA SCHOLARSHIP PROGRAM 2,000
    PHILABUNDANCE
    3616 SOUTH GALLOWAY STREET
    PHILADELPHIA,PA19148     		  PC FOOD DISTRIBUTIONS 11,300
    PHILADELPHIA CHINATOWN DEVELOPMENT CORPORATION
    301 N 9TH STREET
    PHILADELPHIA,PA19107     		  PC PCDC TEEN CLUB: LEADERSHIP, EDUCATION, AND EMPLOYMENT PATHWAYS (LEEP) 3,000
    PHILADELPHIA OUTWARD BOUND SCHOOL
    3401 RESERVOIR DRIVE
    PHILADELPHIA,PA19121     		  PC OPERATING SUPPORT 2,000
    PHILADELPHIA PUBLIC SCHOOL NOTEBOOK
    2401 WALNUT STREET SUITE 102
    PHILADELPHIA,PA19103     		  PC OPERATING SUPPORT 3,000
    PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS
    321 SOUTH 4TH STREET
    PHILADELPHIA,PA19106     		  PC GRUMBLETHORPE ELEMENTARY EDUCATION PROGRAM 2,000
    PHILADELPHIA YOUTH BASKETBALL INC
    1735 MARKTER STREET 50TH FLOOR
    PHILADELPHIA,PA19103     		  PC COLLEGIATE SUMMER CAMP SERIES 2,000
    PROVIDENCE CENTER
    2557 N 5TH STREET
    PHILADELPHIA,PA19133     		  PC OPERATING SUPPORT 5,000
    RALSTON CENTER
    3615 CHESTNUT STREET
    PHILADELPHIA,PA19104     		  PC OPERATING SUPPORT 7,000
    RESOURCES FOR HUMAN DEVELOPMENT INC
    4700 WISSAHICKON AVENUE SUITE 126
    PHILADELPHIA,PA19144     		  PC OPERATING SUPPORT 3,000
    SAMUEL S FLEISHER ART MEMORIAL
    719 CATHERINE STREET
    PHILADELPHIA,PA19147     		  PC COMMUNITY PARTNERSHIPS IN THE ARTS 2,000
    SCRIBE VIDEO CENTER INC
    PO BOX 13267
    PHILADELPHIA,PA19101     		  PC DOCUMENTARY HISTORY PROJECT FOR YOUTH 2,000
    SMITH MEMORIAL PLAYGROUND AND PLAY
    3500 RESERVOIR DRIVE EAST FAIRMOUNT
    PARK
    PHILADELPHIA,PA19121     		  PC EVERYDAY LITERACY 2.0 2,000
    ST CHRISTOPHER'S FOUNDATION FOR CHILDREN
    1800 JFK BOULEVARD SUITE 1550
    PHILADELPHIA,PA19103     		  PC COMMUNITY ORAL HEALTH INITATIVES 2,000
    STARFINDER FOUNDATION
    4015 MAIN STREET
    PHILADELPHIA,PA19127     		  PC OPERATING SUPPORT 2,000
    STUDENTS RUN PHILLY STYLE
    1819 JOHN F KENNEDY
    PHILADELPHIA,PA19103     		  PC OPERATING SUPPORT 2,000
    SUMMER SEARCH - PHILADELPHIA
    1528 WALNUT STREET SUITE 1006
    PHILADELPHIA,PA19102     		  PC GROUP MENTORING: BUILDING CONFIDENCE ANSD SELF EFFICACY 2,000
    SUPPORTIVE OLDER WOMEN'S NETWORK
    4100 MAIN STREET SUITE 403
    PHILADELPHIA,PA19127     		  PC PHILLY FAMILIES CONNECT: HEALING INTERGENERATIONAL TRUMA FOR A NEW LEGACY 5,000
    TALLER PUERTORRIQUEO
    2600 N 5TH STREET
    PHILADELPHIA,PA19133     		  PC OPERATING SUPPORT 3,000
    THE ATTIC YOUTH CENTER
    255 SOUTH 16TH STREET
    PHILADELPHIA,PA19102     		  PC OPERATING SUPPORT 5,000
    THE CENTER FOR EMERGING VISUAL ARTISTS
    237 SOUTH 18TH STREET SUITE 3A
    PHILADELPHIA,PA19103     		  PC SENIOR PARTNERSHIP INITIATIVE 2,000
    THE CLAY STUDIO
    137 N 2ND STREET 139
    PHILADELPHIA,PA19106     		  PC CLAYMOBILE COMMUNITY ENGAGEMENT PROGRAM 2,000
    THE PRINT CENTER
    1614 LATIMER STREET
    PHILADELPHIA,PA19103     		  PC ARTISTS IN SCHOOLS PROGRAM 2,000
    TODAY IS A GOOD DAY
    1108 BETHLEHEM PIKE
    FLOURTOWN,PA19031     		  PC TODAY IS A GOOD DAY AND THOMAS JEFFERSON UINIVERSITY HOPSITAL PARTNERSHIP 2,000
    TREE HOUSE BOOKS
    1430 W SUSQUEHANNA AVENUE
    PHILADELPHIA,PA19121     		  PC TREE HOUSE SPROUTS 2,000
    URBAN RESOURCES DEVELOPMENT CORP
    6001 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PC OWNER OCCUPIED REPAIR PROGRAM 3,000
    WEST PARK CULTURAL CENTER
    5114 PARKSIDE AVENUE
    PHILADELPHIA,PA19131     		  PC OPERATING SUPPORT 2,000
    WEST PHILADELPHIA ALLIANCE FOR CHI
    1776 1410 N 31ST STREET
    PHILADELPHIA,PA19121     		  PC OPERATING SUPPORT 2,000
    WOMEN'S COMMUNITY REVITALIZATION PROJECT
    100 WEST OXFORD STREET SUITE E-2300
    PHILADELPHIA,PA19122     		  PC TENANT SUPPORTIVE SERVICES 3,000
    YOUTH SENTENCING & REENTRY PROJECT
    1528 WALNUT STREET SUITE 515
    PHILADELPHIA,PA19102     		  PC OPERATING SUPPORT 5,000
    Total .................................bullet 3a 237,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 37,556  
    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 ............     		    18 102,290  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 139,846 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    139,846
    (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:
    HENRIETTA TOWER WURTS MEMORIAL
     
    FOUNDATION
    EIN:
    23-6297977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 1,627 0   1,627

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL
     
    FOUNDATION
    EIN:
    23-6297977
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COLCHESTER 203,099 305,244
    HARBOR HIGH YIELD BOND 201,708 192,403
    VANGUARD INFLATION 306,150 330,168
    VANGUARD TOTAL BOND MKT INDEX IST 947,973 1,028,505

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL
     
    FOUNDATION
    EIN:
    23-6297977
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ARTISAN FUND 458,014 648,216
    DIMENSIONAL 177,180 236,647
    JACKSON SQUARE 181,843 371,739
    VANGUARD 500 INDEX FUND 510,028 1,485,647
    VANGUARD DEVELOPED 481,287 642,196
    VANGUARD EMERG MKTS-ADMIRAL 293,162 442,774

    TY 2020 OtherIncomeSchedule2
    Name:
    HENRIETTA TOWER WURTS MEMORIAL
     
    FOUNDATION
    EIN:
    23-6297977
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP EIN: 27-2936353 0 -8,185 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL
     
    FOUNDATION
    EIN:
    23-6297977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 623 623   0
    BANK FEES 1,701 1,701   0