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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$5,923,036J 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... 18,021 24,380  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 306,556
b Gross sales price for all assets on line 6a 536,265
7 Capital gain net income (from Part IV, line 2)... 309,540
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........ 324,577 333,920  
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).......        
c Other professional fees (attach schedule).... Click to see attachment 3,447 3,447   0
17 Interest............... 65 0   65
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,500 166   0
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 63 4,428   63
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,075 8,041   128
25 Contributions, gifts, grants paid....... 278,000 278,000
26 Total expenses and disbursements. Add lines 24 and 25 288,075 8,041   278,128
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,502
b Net investment income (if negative, enter -0-) 325,879
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 49,462 102,149 102,149
2 Savings and temporary cash investments......... 1,239 78,764 78,764
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)....... 2,101,514 Click to see attachment1,932,655 3,947,887
c Investments—corporate bonds (attach schedule)....... 1,658,930 Click to see attachment1,734,079 1,794,236
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) 3,811,145 3,847,647 5,923,036
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........... 3,811,145 3,847,647
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)..... 3,811,145 3,847,647
30 Total liabilities and net assets/fund balances (see instructions). 3,811,145 3,847,647
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
3,811,145
2
Enter amount from Part I, line 27a .....................
2
36,502
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,847,647
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
3,847,647
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES      
b PARTNERSHIP EIN: 27-2936353 P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 536,265   229,709 306,556
b 2,984     2,984
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       306,556
b       2,984
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 309,540
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 4,530
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 4,530
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 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 8,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 45
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,425
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,425 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    5,853,108
    b
    Average of monthly cash balances.......................
    1b
    107,104
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,960,212
    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
    5,960,212
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    89,403
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,870,809
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    293,540
    Part X
    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 IX, line 6..................
    1
    293,540
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,530
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,530
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    289,010
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    289,010
    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 XII, line 1 ...
    7
    289,010
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 289,010
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 80,860
    b From 2017...... 57,470
    c From 2018...... 35,442
    d From 2019...... 35,042
    e From 2020......  
    f Total of lines 3a through e ........ 208,814
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 278,128
    a Applied to 2020, 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 2021 distributable amount..... 278,128
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 10,882 10,882
    (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 5 197,932
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		69,978
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		127,954
    10 Analysis of line 9:
    a Excess from 2017.... 57,470
    b Excess from 2018.... 35,442
    c Excess from 2019.... 35,042
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 OFFICER
    1835 MARKET STREET SUITE 2410
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 3,000
    ACE MENTOR PROGRAM OF GREATER PHILADELPHIA
    36 SOUTH 18TH STREET
    PHILADELPHIA,PA19103     		  PC ACE360 PROJECT 2,000
    ACHIEVEABILITY
    21 SOUTH 61ST STREET
    PHILADELPHIA,PA19139     		  PC HOPEFUL HORIZONS VIRTUAL TUTORING AND ENRICHMENT ACTIVITIES 8,000
    AFTER SCHOOL ACTIVITIES PARTNERSHIP
    1520 LOCUST STREET SUITE 1104
    PHILADELPHIA,PA19102     		  PC OPERATING SUPPORT 3,000
    ALLEN'S LANE ART CENTER
    601 WEST ALLENS LANE
    PHILADELPHIA,PA19119     		  PC SUMMER CAMP SCHOLARSHIP - CHILDREN EXPERIENCING HOMELESSNESS 2,500
    ARTWELL
    100 WEST OXFORD STREET SUITE E-1200
    PHILADELPHIA,PA19122     		  PC OPERATING SUPPORT 2,000
    ARTZ PHILADELPHIA
    1229 CHESTNUT STREET 188
    PHILADELPHIA,PA19107     		  PC OPERATING SUPPORT 3,000
    ASIAN ARTS INITIATIVE
    1219 VINE STREET
    PHILADELPHIA,PA19107     		  PC YOUTH ARTS WORKSHOP 3,000
    BIG PICTURE ALLIANCE
    924 CHERRY STREET 5TH FLOOR
    PHILADELPHIA,PA19107     		  PC COMMUNITY CLASSICS AT WESLEY ENHANCED LIVING AT STAPELEY 3,000
    CENTER IN THE PARK
    5818 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PC OPERATING SUPPORT 5,000
    CHESTNUT HILL MEALS ON WHEELS
    1710 BETHLEHEM PIKE
    FLOURTOWN,PA19031     		  PC OPERATING SUPPORT 3,000
    COLLEGE POSSIBLE PHILADELPHIA
    2000 HAMILTON STREET SUITE 303
    PHILADELPHIA,PA19130     		  PC PHILADELPHIA'S HIGH SCHOOL PROGRAM 2,000
    COMMONWEALTH YOUTHCHOIRS INC
    35 WEST CHELTEN AVENUE
    PHILADELPHIA,PA19144     		  PC FIND YOUR INSTRUMENT! CLASSROOM SUPPORT 2,500
    COMMUNITY CENTER AT VISITATION
    2646 KENSINGTON AVENUE
    PHILADELPHIA,PA19125     		  PC OPERATING SUPPORT 2,000
    COMMUNITY ON THE RISE
    6601 RUTLAND STREET
    PHILADELPHIA,PA19149     		  PC IMPROVING STUDENT OUTCOMES 2,000
    COMMUNITY PARTNERSHIP SCHOOL
    2646 KENSINGTON AVENUE
    PHILADELPHIA,PA19121     		  PC OPERATING SUPPORT 2,000
    COSACOSA ART AT LARGE INC
    4427 MAIN STREET
    PHILADELPHIA,PA19127     		  PC COMMUNITIES OF CARE 2,000
    CRADLES TO CRAYONS
    4700 WISSAHICKON AVE SUITE 200
    PHILADELPHIA,PA19144     		  PC EVERYDAY ESSENTIALS 3,000
    CULTURETRUST GREATER PHILADELPHIA
    1315 WALNUT STREET SUITE 320
    PHILADELPHIA,PA19107     		  PC CCP SILVER SENIORS CHAMPIONS 2,000
    CULTUREWORKS GREATER PHILADELPHIA
    1315 WALNUT STREET SUITE 320
    PHILADELPHIA,PA19107     		  PC SPARQ IN (AND OUT OF) SCHOOLS 3,000
    DA VINCI ART ALLIANCE
    704 CATHARINE STREET
    PHILADELPHIA,PA19147     		  PC DA VINCI DERBY - STEAM AT CPA 1,000
    DANCE IQUAIL
    3500 LANCASTER AVENUE
    PHILADELPHIA,PA19104     		  PC OPERATING SUPPORT 2,000
    EDUCATION LAW CENTER
    1800 JFK BLVD SUITE 1900A
    PHILADELPHIA,PA19103     		  PC EDUCATION HELPLINE 6,000
    EPISCOPAL LEGAL AID
    11 BOOTH LANE PO BOX 434
    HAVERFORD,PA19041     		  PC OPERATING SUPPORT 3,000
    FACE TO FACE INC
    123 E PRICE STREET
    PHILADELPHIA,PA19144     		  PC OPERATING SUPPORT 7,000
    FEAST OF JUSTICE
    3101 TYSON AVE
    PHILADELPHIA,PA19149     		  PC YOUTH LEADERSHIP DEVELOPMENT 3,000
    FEDERATION HOUSING
    8900 ROOSEVELT BOULEVARD
    PHILADELPHIA,PA19115     		  PC SENIOR CONGREGATE MEAL PROGRAM 3,000
    FOOD MOXIE
    559 CARPENTER LANE
    PHILADELPHIA,PA19119     		  PC HOPE KITCHEN & GARDEN CLUB 3,000
    FRESH ARTISTS
    3510 SCOTTS LANE SUITE 3014
    PHILADELPHIA,PA19129     		  PC OPERATING SUPPORT 2,000
    GERMANTOWN AVENUE CRISIS MINISTRY
    FIRST PRESBYTERIAN CHURCH GERMANTOW
    35 W CHELTEN AVE
    PHILADELPHIA,PA19144     		  PC OPERATING SUPPORT 3,000
    GIRLS ON THE RUN PHILADELPHIA
    40 W EVERGREEN AVE SUITE 104
    PHILADELPHIA,PA19118     		  PC GIRLS ON THE RUN PROGRAM 2,000
    GIRLS ROCK PHILLY
    1428 GERMANTOWN AVENUE
    PHILADELPHIA,PA19122     		  PC OPERATING SUPPORT 3,000
    GREENER PARTNERS
    PO BOX 221
    FAIRVIEW VILLAGE,PA19409     		  PC GREENER PARTNERS -VD- BELMONT HEAL 3,000
    HISTORIC FAIR HILL
    5501 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PC OPERATING SUPPORT 3,000
    HOMELESS ADVOCACY PROJECT
    1429 WALNUT STREET 15TH FL
    PHILADELPHIA,PA19102     		  PC CHILDREN, YOUTH AND FAMILIES PROJECT (CFP) 3,000
    INN DWELLING
    109 EAST PRICE STREET
    PHILADELPHIA,PA19144     		  PC COMPREHENSIVE YOUTH INITIATIVE 3,000
    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 3,000
    JUNTOS
    600 WASHINGTON AVE2ND FL UNIT 8A
    PHILADELPHIA,PA19147     		  PC OPERATING SUPPORT 10,000
    KUN-YANG LIN DANCERS
    1316 SOUTH 9TH STREET
    PHILADELPHIA,PA19147     		  PC CHI DANCE 2,500
    LEGAL CLINIC FOR THE DISABLED INC
    1513 RACE STREET
    PHILADELPHIA,PA19102     		  PC LEGAL ASSISTANCE FOR LOW-INCOME CHILDREN WITH DISABILITIES 3,000
    METROPOLITAN AREA NEIGHBORHOOD NUT
    420 NORTH 20TH STREET
    PHILADELPHIA,PA19130     		  PC OPERATING SUPPORT 12,500
    MOVEMENT ALLIANCE PROJECT FORMERLY MEDIA
    924 CHERRY STREET 5TH FL
    PHILADELPHIA,PA19107     		  PC OPERATING SUPPORT/CAMP SOJOUNER 2,000
    MUSICOPIA
    1700 MARKET STREET SUITE 1005
    PHILADELPHIA,PA19103     		  PC MUSICOPIA DRUMLINES 2,000
    NEED IN DEED
    211 N 13TH STREET SUITE 501
    PHILADELPHIA,PA19107     		  PC OPERATING SUPPORT 3,000
    NEIGHBORHOOD BIKE WORKS
    3943 LANCASTER AVENUE
    PHILADELPHIA,PA19104     		  PC YOUTH BIKE EDUCATION AND EMPOWERMENT PROGRAM (YBEEP) 3,000
    NORRIS SQUARE NEIGHBORHOOD PROJECT
    2141 NORTH HOWARD STREET
    PHILADELPHIA,PA19122     		  PC OPERATING SUPPORT 3,000
    NORTH LIGHT COMMUNITY CENTER
    175 GREEN LANE
    PHILADELPHIA,PA19127     		  PC OPERATING SUPPORT 3,000
    ONE HOUSE AT A TIME
    411 SUSQUEHANNA ROAD
    AMBLER,PA19002     		  PC OPERATING SUPPORT 2,000
    OPEN COLLECTIVE FOUNDATION
    340 S LEMON AVE SUITE 3717
    WALNUT,CA91789     		  PC OPERATING SUPPORT 10,000
    PEGASUS THERAPEUTIC RIDING ACADEMY
    8297 BUSTLETON AVENUE
    PHILADELPHIA,PA19152     		  PC PEGASUS TRA SCHOLARSHIP PROGRAM 3,000
    PENNSYLVANIA PRISON SOCIETY
    230 SOUTH BROAD STREET SUITE 605
    PHILADELPHIA,PA19102     		  PC FAMILY SUPPORT HOTLINE 3,000
    PHILADELPHIA CHINATOWN DEVELOPMENT
    301 N 9TH STREET
    PHILADELPHIA,PA19107     		  PC PCDC TEEN CLUB: LEADERSHIP, EDUCATION, AND EMPLOYMENT PATHWAYS (LEEP) 3,000
    PHILADELPHIA DANCE COMPANY
    9 NORTH PRESTON STREET
    PHILADELPHIA,PA19104     		  PC INSTRUCTION AND TRAINING PROGRAMS (I&T) 3,000
    PHILADELPHIA ORCHARD PROJECT
    4000 WOODLAND AVENUE
    PHILADELPHIA,PA19104     		  PC OPERATING SUPPORT 3,000
    PHILADELPHIA OUTWARD BOUND SCHOOL
    3401 RESERVOIR DRIVE
    PHILADELPHIA,PA19121     		  PC OPERATING SUPPORT 3,000
    PHILADELPHIA PHOTO ARTS CENTER
    1400 N AMERICAN STREET SUITE 103
    PHILADELPHIA,PA19122     		  PC TEEN PHOTO 2,000
    PHILADELPHIA VIP
    1500 WALNUT STREET SUITE 400
    PHILADELPHIA,PA19102     		  PC CUSTODY LEGAL ASSISTANCE FOR LOW-INCOME FAMILIES 3,000
    PHILADELPHIA YOUNG PLAYWRIGHTS
    1219 VINE STREET 3RD FLOOR
    PHILADELPHIA,PA19107     		  PC CORE PROGRAM OF IN-CLASS 3,000
    PROVIDENCE CENTER
    2557 N 5TH STREET
    PHILADELPHIA,PA19133     		  PC OPERATING SUPPORT 3,000
    ROCK TO THE FUTURE
    1201 N 3RD STREET 283
    PHILADELPHIA,PA19122     		  PC MUSICORE AFTER SCHOOL, OPERATING SUPPORT 4,000
    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
    SHAKESPEARE IN CLARK PARK
    PO BOX 30734
    PHILADELPHIA,PA19104     		  PC YOUTH CIRCUS WORKSHOP FOR PERICLES 2,500
    ST CHRISTOPHER'S FOUNDATION FOR CHILDREN
    1800 JFK BOULEVARD SUITE 1550
    PHILADELPHIA,PA19103     		  PC COMMUNITY ORAL HEALTH INITATIVES 3,000
    STUDENTS RUN PHILLY STYLE
    1819 JOHN F KENNEDY BLVD SUITE 480
    PHILADELPHIA,PA19103     		  PC OPERATING SUPPORT 2,000
    TALLER PUERTORRIQUEO
    2600 N 5TH STREET
    PHILADELPHIA,PA19133     		  PC ART EDUCATION FOR AT RISK CHILDREN AND YOUTH 3,000
    TEAM FIRST BOOK PHILADELPHIA
    PO BOX 166
    GLADWYNE,PA19035     		  PC TEAM FIRST BOOK PHILADELPHIA COLLABORATION WITH NATIONALITIES SERVICE CENTER 2,000
    THE ATTIC YOUTH CENTER
    255 SOUTH 16TH STREET
    PHILADELPHIA,PA19102     		  PC OPERATING SUPPORT 5,000
    THE MONKEY & THE ELEPHANT
    2831 W GIRARD AVENUE
    PHILADELPHIA,PA19130     		  PC OPERATING SUPPORT 5,000
    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 TEEN LEADERS 3,000
    URBAN AFFAIRS COALITION
    1207 CHESTNUT STREET
    PHILADELPHIA,PA19107     		  PC INNER STRENGTH MINDFULNESS & SYSTEMS THINKING PROGRAM, SUMOURROOTS 5,000
    URBAN RESOURCES DEVELOPMENT CORP
    6001 GERMANTOWN AVENUE
    PHILADELPHIA,PA19144     		  PC OWNER OCCUPIED REPAIR PROGRAM 3,000
    URBAN TREE CONNECTION
    1445 N 52ND STREET
    PHILADELPHIA,PA19131     		  PC YOUTH APPRENTICESHIP PROGRAM 3,000
    URBED
    1315 WALNUT STREET SUITE 320
    PHILADELPHIA,PA19107     		  PC URBED FELLOWSHIP PROGRAM 2,000
    WAGNER FREE INSTITUTE OF SCIENCE
    1700 W MONTGOMERY AVENUE
    PHILADELPHIA,PA19121     		  PC FREE SCIENCE EDUCATION PROGRAMS FOR DISADVANTAGED CHILDREN AND YOUTH 2,500
    WEST PHILADELPHIA ALLIANCE FOR CHILDREN
    ATTN 1776 1410 N 31ST STREET
    PHILADELPHIA,PA19121     		  PC OPERATING SUPPORT 2,000
    WOMEN'S MEDICAL FUND
    PO BOX 40748
    PHILADELPHIA,PA19107     		  PC A SECOND CHANGE FOR YOUTH 5,000
    WORLD AFFAIRS COUNCIL OF PHILADELP
    1617 JOHN F KENNEDY BOULEVARD SUITE
    1055
    PHILADELPHIA,PA19103     		  PC GLOBAL SMARTS MENTORING PROGRAM 2,000
    YOGA 4 PHILLY
    500 W CHELTEN AVENUE 305
    PHILADELPHIA,PA19144     		  PC OPERATING SUPPORT 3,000
    YOUTH EMPOWERMENT FOR ADVANCEMENT
    5928 LOCUST STREET
    PHILADELPHIA,PA19139     		  PC OPERATING SUPPORT 10,000
    YOUTH SENTENCING & REENTRY PROJECT
    1528 WALNUT STREET SUITE 515
    PHILADELPHIA,PA19102     		  PC OPERATING SUPPORT 5,000
    Total .................................bullet 3a 278,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 306,556  
    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) .. 0 324,577 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    324,577
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 201,884 280,402
    HARBOR HIGH YIELD BOND 201,708 191,822
    VANGUARD INFLATION 302,872 331,567
    VANGUARD TOTAL BOND MKT INDEX IST 1,027,615 990,445

    TY 2021 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 434,860 645,983
    DIMENSIONAL 177,180 302,955
    JACKSON SQUARE 150,244 228,436
    VANGUARD 500 INDEX FUND 411,842 1,660,775
    VANGUARD DEVELOPED 481,287 693,217
    VANGUARD EMERG MKTS-ADMIRAL 277,242 416,521

    TY 2021 OtherExpensesSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL
     
    FOUNDATION
    EIN:
    23-6297977
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PENALTIES 63 0   63
    PARTNERSHIP EIN: 27-2936353 - OTHER INVESTMENT EXPENSES 0 4,428   0


    TY 2021 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 2,951 2,951   0
    BANK FEES 496 496   0


    TY 2021 TaxesSchedule
    Name:
    HENRIETTA TOWER WURTS MEMORIAL
     
    FOUNDATION
    EIN:
    23-6297977
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PF EXCISE TAX 6,500 0   0
    PARTNERSHIP EIN: 27-2936353 - FOREIGN TAXES 0 166   0