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
STAUNTON FARM FOUNDATION
540-054 DBA STAUNTON FARM FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)401 LIBERTY AVENUE 2325
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

25-0965573
B Telephone number (see instructions)

(412) 281-8020
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$71,604,855J Accounting method:
Modified Cash
(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... 633 397,314  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,823,822
b Gross sales price for all assets on line 6a 1,275,690
7 Capital gain net income (from Part IV, line 2)... 5,061,227
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 25,093 953,156  
12 Total. Add lines 1 through 11........ 1,849,548 6,411,697  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 142,745 2,914   139,831
14 Other employee salaries and wages...... 75,747 364   75,383
15 Pension plans, employee benefits....... 38,465 577   37,888
16a Legal fees (attach schedule)......... Click to see attachment 3,542 0   3,542
b Accounting fees (attach schedule)....... Click to see attachment 48,231 20,123   28,108
c Other professional fees (attach schedule).... Click to see attachment 2,350 0   2,350
17 Interest...............   25,752    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 76,218 23,355   15,975
19 Depreciation (attach schedule) and depletion...   13,166  
20 Occupancy.............. 24,826 372   24,454
21 Travel, conferences, and meetings....... 10,520 0   10,520
22 Printing and publications.......... 1,451 0   1,451
23 Other expenses (attach schedule)....... Click to see attachment 87,777 924,123   87,386
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 511,872 1,010,746   426,888
25 Contributions, gifts, grants paid....... 2,613,222 2,613,222
26 Total expenses and disbursements. Add lines 24 and 25 3,125,094 1,010,746   3,040,110
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,275,546
b Net investment income (if negative, enter -0-) 5,400,951
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............. 781,167 783,220 783,220
2 Savings and temporary cash investments.........      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 62,664,285 Click to see attachment70,821,635 70,821,635
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) 63,445,452 71,604,855 71,604,855
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........... 63,445,452 71,604,855
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)..... 63,445,452 71,604,855
30 Total liabilities and net assets/fund balances (see instructions). 63,445,452 71,604,855
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
63,445,452
2
Enter amount from Part I, line 27a .....................
2
-1,275,546
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,434,949
4
Add lines 1, 2, and 3 ..........................
4
71,604,855
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
71,604,855
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 TIFF SHORT TERM FUND P    
b TIFF SHORT TERM FUND P    
c THE TIFF KEYSTONE FUND, LP P    
d THE TIFF KEYSTONE FUND, LP P    
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 3,162   3,168 -6
b 1,272,528   1,275,065 -2,537
c       398,524
d       4,665,246
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       -6
b       -2,537
c       398,524
d       4,665,246
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 5,061,227
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 75,073
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 75,073
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 113,712
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.............. 7 113,712
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 38,639
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet38,639 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 addressbulletWWW.STAUNTONFARM.ORG
    14
    The books are in care ofbulletSUSAN LUBIC Telephone no.bullet (412) 281-8020

    Located atbullet3 GATEWAY CENTER 401 LIBERTY AVESUITE 2325PITTSBURGHPA ZIP+4bullet15222
    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)
    Yes
     
    (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
     
    No
    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)
    Yes
     
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    PAUL GRIFFITHS PRESIDENT
    1.00     		0 0 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    SUSAN WEAVER VICE PRESIDENT
    1.00     		0 0 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    MARGARET L WEAVER VICE PRESIDENT
    1.00     		0 0 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    BURCH CRAIG TREASURER
    1.00     		0 0 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    SUSAN BROWNLEE SECRETARY
    1.00     		0 0 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    PAM GOLDEN DIRECTOR
    1.00     		0 0 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    LYNNE LORESCH DIRECTOR
    1.00     		0 0 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    SPENCER KNIGHT DIRECTOR
    1.00     		0 0 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    ASHLEY PERRY DIRECTOR
    1.00     		0 0 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    KATHLEEN C KNIGHT HONORARY DIRECTOR
    1.00     		0 0 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    JONI SCHWAGER EXECUTIVE DIRECTOR
    40.00     		142,745 22,143 900
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    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
    BETHANY HEMINGWAY SENIOR PROGRAM OFFIC
    40.00     		75,747 14,259 0
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    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
    339,136
    b
    Average of monthly cash balances.......................
    1b
    848,880
    c
    Fair market value of all other assets (see instructions)................
    1c
    70,821,635
    d
    Total (add lines 1a, b, and c).........................
    1d
    72,009,651
    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
    72,009,651
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,080,145
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    70,929,506
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,546,475
    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
    3,546,475
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    75,073
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    75,073
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,471,402
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    25,000
    5
    Add lines 3 and 4............................
    5
    3,496,402
    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
    3,496,402
    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 3,496,402
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 494,790
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,040,110
    a Applied to 2020, but not more than line 2a 494,790
    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..... 2,545,320
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 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 ..........     		951,082
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    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:
    JONI S SCHWAGER EXECUTIVE DIRECTOR
    401 LIBERTY AVENUE SUITE 2325
    PITTSBURGH,PA15222
    (412) 281-8020
    bThe form in which applications should be submitted and information and materials they should include:
    PROVIDED UPON INITIAL REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO NON-PROFIT ORGANIZATIONS PROVIDING MENTAL HEALTH TREATMENT, CARE, AND SUPPORT.
    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
    ABOLITIONIST LAW CENTER
    PO BOX 8654
    PITTSBURGH,PA15221     		  PC ALLEGHENY COUNTY COURT AND JAIL ADVOCACY FOR PEOPLE WITH PSYCHIATRIC DISABILITIES 75,000
    ALLEGHENY COUNTY AIRPORT AUTHORITY
    PO BOX 12370
    PITTSBURGH,PA15231     		  PC MENTAL HEALTH PUBLIC AWARENESS CAMPAIGN 150,000
    ALLEGHENY FAMILY NETWORK
    425 N CRAIG ST SUITE 500
    PITTSBURGH,PA15213     		  PC AFN CREDIBLE DATA BASE 25,000
    ALLIES FOR HEALTH AND WELLBEING
    5913 PENN AVE
    PITTSBURGH,PA15206     		  PC ALLIES BEHAVIORAL HEALTH EXPANSION 91,000
    AMACHI PITTSBURGH
    1830 FORBES AVE 2ND FLOOR
    PITTSBURGH,PA15219     		  PC AMACHI PITTSBURGH CREATING SANCTUARY 25,000
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER STREET
    NEW YORK,NY10038     		  PC DEVELOPMENT AND PRESENTATION OF EVIDENCE AND RESEARCH BASED EDUCATIONAL PROGRAMMING AND TRAININGS. 25,000
    AMI INC
    907 JEFFERSON AVE
    WASHINGTON,PA15301     		  PC CONTINUE RECOVERY ORIENTATED SERVICES 2,000
    ANCHORPOINT COUNSELING MINISTRY
    800 MCKNIGHT PARK DRIVE
    PITTSBURGH,PA15237     		  PC DESIGNING REPLICABLE FIELD TRAINING PROGRAMS TO EXPAND CHILD AND FAMILY THERAPY 14,000
    ATTACK THEATRE INCORPORATED
    212 45TH STREET
    PITTSBURGH,PA15201     		  PC ATTACK THEATRE & ANGELS' PLACE 22,310
    CARLYNTON SCHOOL DISTRICT
    435 KINGS HIGHWAY
    CARNEGIE,PA15106     		  GOV BUILDING TEACHER CAPACITY TO SUPPORT MENTAL HEALTH AND WELLBEING OF CARNEGIE ELEMENTARY 25,000
    CASA SAN JOSE
    2118 BROADWAY AVE
    PITTSBURGH,PA15216     		  PC MENTAL HEALTH SUPPORT PROGRAM FOR LATINX PEOPLE 25,000
    CENTER OF LIFE
    161 HAZELWOOD AVENUE
    PITTSBURGH,PA15207     		  PC SUPPORTING FAMILY STRENGTHENING AND MENTAL HEALTH INITIATIVES IN GREATER HAZELWOOD 50,000
    CHARTIERS CENTER
    437 RAILROAD STREET
    BRIDGEVILLE,PA15017     		  PC RELOCATING CHARTIERS CENTER'S RESIDENTIAL TREATMENT PROGRAM 41,500
    CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION
    ONE CHILDRENS HOSPITAL DRIVE
    PITTSBURGH,PA15224     		  PC KITS FOR PEDIATRIC PATIENTS WITH SUICIDAL THOUGHTS OR BEHAVIORS 5,000
    CITY MISSION - LIVING STONES INC
    155 NORTH GALLATIN AVE
    UNIONTOWN,PA15401     		  PC CITY MISSION - LIVING STONES, INC. 25,000
    CITY OF ASYLUM PITTSBURGH
    40 W NORTH AVENUE
    PITTSBURGH,PA15212     		  PC PITTSBURGH LIVE/ABILITY 10,000
    CITY OF PITTSBURGH
    414 GRANT STREET
    PITTSBURGH,PA15219     		  GOV NEIGHBORHOOD HEALTH & SAFETY ACADEMY (NH&SA) PILOT PROGRAM 17,500
    CITY OF PITTSBURGH
    414 GRANT STREET
    PITTSBURGH,PA15219     		  GOV PURCHASE OF FENTANYL TEST STRIPS 2,500
    CLAIRTON CITY SCHOOL DISTRICT
    501 WADDELL AVENUE
    CLAIRTON,PA15025     		  GOV SYSTEMIC INTEGRATION OF BEHAVIORAL HEALTH SERVICES IN CLAIRTON CITY SCHOOL DISTRICT 100,000
    DMAX FOUNDATION
    PO BOX 274
    BRYN MAWR,PA19010     		  PC CONVERSATIONS AND CONNECTIONS TO IMPROVE VULNERABLE ALLEGHENY COUNTY COLLEGE STUDENT MENTAL HEALTH 5,000
    FAMILYLINKS
    401 N HIGHLAND AVE
    PITTSBURGH,PA15206     		  PC EMDR TRAINING FOR BEHAVIORAL HEALTH PROFESSIONALS 32,950
    FAYETTE COUNTY DRUG AND ALCOHOL COMMISSIONINC
    100 NEW SALEM ROAD
    UNIONTOWN,PA15401     		  PC FAYETTE COUNTY SUD SPEAKERS' SERIES 25,000
    FILM PITTSBURGH
    1789 S BRADDOCK AVENUE
    PITTSBURGH,PA15218     		  PC 2021 REEL ABILITIES 2,500
    GWEN'S GIRLS
    711 WEST COMMONS
    PITTSBURGH,PA15212     		  PC SUPPORT FOR THE BLACK GIRLS EQUITY ALLIANCE 2,000
    HARMONY LIFE CENTER
    47 NORTH MAIN ST
    WASHINGTON,PA15301     		  PC CAPACITY BUILDING FOR INCREASED PROGRAM DELIVERY & FUNDING ELIGIBILITY 22,500
    HEALTHCARE COUNCIL OF WESTERN PENNSYLVANIA
    100 ALLEGHENY DRIVE SUITE 106
    WARRENDALE,PA15086     		  PC CRISIS EMPLOYEE SUPPORT PROGRAM (CRESP) MENTAL WELLNESS 75,000
    HELLO NEIGHBOR
    6587 HAMILTON STREET
    PITTSBURGH,PA15206     		  PC STUDY BUDDY TUTORING PROGRAM + MENTAL HEALTH SUPPORT 15,000
    HEUER HOUSE
    514 MONONGAHELA AVENUE
    GLASSPORT,PA15045     		  PC HEUER HOUSE CAPACITY SUPPORT - OPERATIONS PLANNING FOR MENTAL HEALTH SERVICE INTEGRATION 25,000
    HUMAN SERVICES CENTER
    130 WEST NORTH STREET
    NEW CASTLE,PA16101     		  PC TELE-VIDEO SERVICE DELIVERY FOR HSC CLIENTS 25,000
    JCC OF GREATER PITTSBURGH - 1027 HEALING PARTNERSHIP
    5738 FORBES AVENUE
    PITTSBURGH,PA15217     		  PC BRIEF TRAUMA INFORMED INTERVENTIONS TO ADDRESS POST COVID 19 MENTAL HEALTH PROBLEMS 5,000
    JEAN B PURVIS COMMUNITY HEALTH CENTER
    103 BONNIE DRIVE
    BUTLER,PA16002     		  PC BEHAVIORAL HEALTH FOR THE UNINSURED 27,000
    JEWISH FAMILY & COMMUNITY SERVICES
    5743 BARTLETT STREET
    PITTSBURGH,PA15217     		  PC UPSTREET (FORMERLY KNOWN AS 15217 TEEN MENTAL HEALTH CENTER) 100,000
    LATINO COMMUNITY CENTER
    212 9TH STREET
    PITTSBURGH,PA15222     		  PC TRAUMA INFORMED TRAINING 3,500
    MELTING POT MINISTRIES
    5811 CURRY RD
    PITTSBURGH,PA15236     		  PC COGNITIVE BEHAVIORAL INTERVENTION FOR TRAUMA IN SCHOOLS (CBITS) 50,000
    MELTING POT MINISTRIES
    5811 CURRY RD
    PITTSBURGH,PA15236     		  PC WRAP-AROUND 25,000
    MENTAL HEALTH AMERICA
    409 COULTER AVENUE
    GREENSBURG,PA15601     		  PC 2021 VIRTUAL INNOVATIONS FUNDRAISING EVENT 1,250
    MHY FAMILY SERVICES
    521 ROUTE 228
    MARS,PA16046     		  PC MST-PSYCHIATRIC: MENTAL HEALTH INTERVENTION FOR YOUTH AND FAMILIES 50,000
    MULTIPLYING GOOD
    1423 N SAINT CLAIR STREET
    PITTSBURGH,PA15206     		  PC PITTSBURGH STUDENTS IN ACTION: SUPPORTING YOUTH SOLUTIONS TO MENTAL HEALTH IN RURAL SW PA COUNTIES 25,000
    NAMI KEYSTONE PA
    105 BRAUNLICH DRIVE
    PITTSBURGH,PA15237     		  PC CEOS AGAINST STIGMA 55,978
    NAMI KEYSTONE PA
    105 BRAUNLICH DRIVE
    PITTSBURGH,PA15237     		  PC STRATEGIC PLANNING FOR NAMI KEYSTONE PA 25,000
    NEIGHBORHOOD ALLIES
    429 FOURTH STREET
    PITTSBURGH,PA15219     		  SO I SCALING AND SOLIDIFYING STEEL SMILINGS BEAMS TO BRIDGES PROGRAM 150,000
    NEW HAZLETT CENTER FOR THE PERFORMING ARTS
    6 ALLEGHENY SQUARE E
    PITTSBURGH,PA15212     		  PC KALOPSIA THE MUSICAL 65,000
    NEW SUN RISING
    PO BOX 58005
    PITTSBURGH,PA15209     		  PC TECH ADJACENT TRAINING TO UPSKILL THE NON-PROFIT WORKFORCE 65,000
    NEW SUN RISING
    PO BOX 58005
    PITTSBURGH,PA15209     		  PC MOTHERS WHO LOSS: HEALING BLACK FAMILIES AFFECTED BY GUN VIOLENCE 25,000
    OPEN UP ASSOCIATION
    3764 ORPWOOD ST
    PITTSBURGH,PA15213     		  PC BEST PRACTICES IN ACCESSIBLE WELLNESS 20,000
    OUTREACH TEEN & FAMILY SERVICES INC
    666 WASHINGTON ROAD
    PITTSBURGH,PA15228     		  PC MENTAL HEALTH SERVICE EXPANSION BENEFITING SOUTH HILLS COMMUNITIES 24,505
    OUTREACH TEEN & FAMILY SERVICES INC
    666 WASHINGTON ROAD
    PITTSBURGH,PA15228     		  PC THE IMPLEMENTATION OF MH SERVICE EXPANSION FOR YOUTH & FAMILIES BENEFITING SHILLS COMMUNITIES. 159,500
    PLANNED PARENTHOOD OF WESTERN PENNSYLVANIA
    933 LIBERTY AVE
    PITTSBURGH,PA15222     		  PC IN HONOR OF LONGTIME CEO KIM EVERETT 2,000
    POINT PARK UNIVERSITY
    201 WOOD STREET
    PITTSBURGH,PA15222     		  PC DANCE TEACHER PSYCHO-PEDAGOGY AND MENTAL HEALTH FIRST AID TRAINING 22,383
    POINT PARK UNIVERSITY
    201 WOOD STREET
    PITTSBURGH,PA15222     		  PC ALL-ABILITIES MEDIA PROJECT MENTAL HEALTH SYMPOSIUM 2022 11,045
    PRESSLEY RIDGE
    5500 CORPORATE DRIVE
    PITTSBURGH,PA15237     		  PC BUILDING RESILIENT COMMUNITIES THROUGH ENGAGING RELATIONSHIPS 50,000
    PREVENTION POINT PITTSBURGH
    460 MELWOOD AVENUE SUITE 205
    PITTSBURGH,PA15213     		  PC DRUG USER HEALTH COMMUNITY ADVISORY BOARD 24,995
    PUBLICSOURCE
    1936 FIFTH AVE
    PITTSBURGH,PA15219     		  PC STAFF WELLNESS 2,000
    STAT INC
    PO BOX 527
    LIGONIER,PA15658     		  PC GROWING AND BUILDING STATS BEHAVIORAL HEALTH TREATMENT TEAM 8,438
    TAKE ACTION MON VALLEY
    3509 MAYFAIR ST
    MCKEESPORT,PA15132     		  PC TAKE ACTION MON VALLEY (TAMV) BLACK MENTAL HEALTH INITIATIVE 25,000
    THAW INC
    2250 BEULAH ROAD
    PITTSBURGH,PA15235     		  PC HOLISTIC MENTAL HEALTH FASHION SHOW 2,000
    THE CENTER MIDLAND
    754 OHIO AVE
    MIDLAND,PA15059     		  PC TRAUMA INFORMED TRAINING FOR STAFF AND VOLUNTEERS 25,000
    THE FORBES FUNDS
    FIVE PPG PLACE
    PITTSBURGH,PA15222     		  SO I 2021 GPNP NONPROFIT SUMMIT 5,000
    THE LEGACY ARTS PROJECT199
    7227 TIOGA STREET
    PITTSBURGH,PA15208     		  PC ART FOR WELLNESS 25,000
    THE YELLOW TULIP PROJECT
    533 CONGRESS STREET
    PORTLAND,ME04101     		  PC CAPACITY BUILDING IN ALLEGHENY COUNTY 25,000
    THOMAS SCATTERGOOD FOUNDATION
    FRIENDS CENTER 501 CHERRY ST 2ND
    FLOOR
    PHILADELPHIA,PA19102     		  PF FUNDING FOR CRISIS AND 988 ACTIVITIES 10,000
    TRANSITIONAL PATHS TO INDEPENDENT LIVING
    42 WEST MAIDEN STREET
    WASHINGTON,PA15301     		  PC MENTAL HEALTH FIRST AID TRAINING 25,000
    UNIVERSITY OF PITTSBURGH (SCHOOL OF SOCIAL WORK)
    2117 CATHEDRAL OF LEARNING
    PITTSBURGH,PA15260     		  PC LCSW TRAINING INSTITUTE & LSW SUPERVISION MATCHING PROGRAM 100,000
    UNIVERSITY OF PITTSBURGH CENTER FOR BEHAVIORAL HEALTH MEDIA AND TECHNOLOGY
    300 MURDC
    PITTSBURGH,PA15260     		  PC COUNTYWIDE MENTAL HEALTH LITERACY SURVEY 23,848
    UNIVERSITY OF PITTSBURGH CENTER ON RACE AND SOCIAL PROBLEMS
    4200 FIFTH AVENUE
    PITTSBURGH,PA15260     		  PC SOCIO-EMOTIONAL LEARNING AND TRAUMA SUPPORTS WITHIN THE JUST DISCIPLINE RESTORATIVE FRAMEWORK 75,000
    WAYNESBURG UNIVERSITY
    6000 TOWN CENTER BOULEVARD SUITE
    100
    CANONSBURG,PA15317     		  PC WAYNESBURG UNIVERSITY: CULTIVATING SUBSTANCE USE DISORDER COUNSELORS OF TOMORROW 25,000
    WEST END POWER
    1015 TWEED STREET
    PITTSBURGH,PA15204     		  PC M.T.S.D. (MYTHS AND TRUTHS ABOUT STREET DRUGS) 10,000
    WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
    PO BOX 9024
    PITTSBURGH,PA15224     		  PC INNOVATIVE MENTAL HEALTH SERVICES FOR CHILD AND LGBTQIA+ SURVIVORS OF INTIMATE PARTNER VIOLENCE 250,000
    YOUNG ADULT SURVIVORS UNITED
    PO BOX 65
    ALLISON PARK,PA15101     		  PC MENTAL HEALTH AND WELLNESS VIRTUAL GROUP SUPPORT 4,020
    ZA'KIYAH HOUSE
    7729 SUSQUEHANNA ST
    PITTSBURGH,PA15208     		  PC BUILDING CAPACITY WITH EVALUATION AND REPORTING 25,000
    Total .................................bullet 3a 2,613,222
    bApproved for future payment
    OUTREACH TEEN & FAMILY SERVICES INC
    666 WASHINGTON ROAD
    PITTSBURGH,PA15228     		  PC THE IMPLEMENTATION OF MH SERVICE EXPANSION FOR YOUTH & FAMILIES BENEFITING SHILLS COMMUNITIES. 39,250
    Total .................................bullet 3b 39,250
    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 ............     		525990 169,441 18 1,654,381  
    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) .. 169,441 1,680,107 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,849,548
    (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 AccountingFeesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 48,231 20,123   28,108

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THOMAS SCATTERGOOD FOUNDATION
          		FRIENDS CENTER 501 CHERRY STREET
    2ND FLOOR
    PHILADELPHIA,PA19102     		2021-11-05 10,000 TO CREATE AND EXECUTE AN ACTION PLAN FOR THE USE OF THE NATIONAL 988 HOTLINE FOR PEOPLE EXPERIENCING SUBSTANCE ABUSE AND MENTAL HEALTH CRISES IN OUR COMMUNITIES. 10,000 NONE 11/15/2022 2022-11-15 ALL FUNDS WERE PROPERLY USED BY THE GRANTEE FOR THEIR INTENDED PURPOSE.

    TY 2021 InvestmentsOtherSchedule2
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TIFF KEYSTONE FUND, L.P FMV 70,821,635 70,821,635

    TY 2021 LegalFeesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,542 0   3,542


    TY 2021 OtherExpensesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EQUIPMENT 18,873 283   18,590
    TELEPHONE & INTERNET 3,826 57   3,769
    INFORMATION TECHNOLOGY 27,608 0   27,608
    OFFICE EXPENSES 2,213 0   2,213
    PARKING 3,874 51   3,823
    MISC. EXPENSES 113 0   113
    MEMBERSHIP DUES 10,850 0   10,850
    INSURANCE 3,319 0   3,319
    401K ADMINISTRATION FEES 1,238 0   1,238
    PAYROLL PROCESSING & FSA FEES 2,692 0   2,692
    BANK SERVICE CHARGES 101 0   101
    AWARDS 6,683 0   6,683
    PORTFOLIO DEDUCTIONS FROM TIFF KEYSTONE FUND, LP 0 923,732   0
    MOVING EXPENSES 6,387 0   6,387


    TY 2021 OtherIncomeSchedule2
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TIFF KEYSTONE FUND, LP 0 953,063 0
    RETURNED GRANTS 25,000 0 25,000
    OTHER INCOME 93 93 93


    TY 2021 OtherIncreasesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 9,434,949


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 2,350 0   2,350
    INVESTMENT ADVISORY FEES 0 0   0


    TY 2021 TaxesSchedule
    Name:
    STAUNTON FARM FOUNDATION
     
    540-054 DBA STAUNTON FARM FOUNDATION
    EIN:
    25-0965573
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 16,218 243   15,975
    FOREIGN TAXES 0 23,112   0
    FEDERAL EXCISE TAXES 60,000 0   0