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
THE BARRA FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1617 JOHN F KENNEDY BLVD 2019
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

23-6277885
B Telephone number (see instructions)

(610) 964-7601
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$103,902,836J 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) 203,705
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 548,273 1,579,411  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,082,866
b Gross sales price for all assets on line 6a 26,672,176
7 Capital gain net income (from Part IV, line 2)... 13,710,113
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 1,621,661 112,597  
12 Total. Add lines 1 through 11........ 13,456,505 15,402,121  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 266,776 64,026   202,750
14 Other employee salaries and wages...... 309,604 0   309,604
15 Pension plans, employee benefits....... 44,529 0   44,529
16a Legal fees (attach schedule)......... Click to see attachment 4,150 0   4,150
b Accounting fees (attach schedule)....... Click to see attachment 26,565 0   26,565
c Other professional fees (attach schedule).... Click to see attachment 364,796 213,325   151,471
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 66,659 60,346   31,761
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,279 0   6,279
21 Travel, conferences, and meetings....... 41,275 0   41,275
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 123,529 188,883   123,051
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,254,162 526,580   941,435
25 Contributions, gifts, grants paid....... 2,949,750 2,949,750
26 Total expenses and disbursements. Add lines 24 and 25 4,203,912 526,580   3,891,185
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,252,593
b Net investment income (if negative, enter -0-) 14,875,541
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............. 169,961 378,681 378,681
2 Savings and temporary cash investments......... 1,374,209 1,207,326 1,207,326
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)....... 35,278,844 Click to see attachment37,903,522 50,139,656
c Investments—corporate bonds (attach schedule)....... 8,575,345 Click to see attachment11,353,094 13,798,832
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 33,094,755 Click to see attachment36,728,084 37,853,341
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment350,000 Click to see attachment525,000 Click to see attachment525,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 78,843,114 88,095,707 103,902,836
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........... 78,843,114 88,095,707
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)..... 78,843,114 88,095,707
30 Total liabilities and net assets/fund balances (see instructions). 78,843,114 88,095,707
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
78,843,114
2
Enter amount from Part I, line 27a .....................
2
9,252,593
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
88,095,707
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
88,095,707
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 LP 36-7205063 P    
c LP 83-2790116 P    
d LP 83-2790202 P    
e LP 26-1412407 P    
LLC 20-5133649 P    
PARTNERSHIP 30-0795332 P    
LP 98-1137301 P    
PARTNERSHIP 04-3237387 P    
LP 45-3277924 P    
LP 81-2829807 P    
LP 26-4019360 P    
LP 81-1782972 P    
LLC 37-1973129 P    
LESS, UBI P    
LP 36-7324183 P    
CAPITAL GAINS DIVIDENDS P    
(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 24,934,942   15,589,310 9,345,632
b 294,630     294,630
c 13,368     13,368
d 7,737     7,737
e 92,681     92,681
    20,888 -20,888
137,501     137,501
673,996     673,996
1,141,742     1,141,742
108,627     108,627
90,761     90,761
38     38
53,872     53,872
22,438     22,438
    16,131 -16,131
26,875     26,875
1,737,234     1,737,234
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       9,345,632
b       294,630
c       13,368
d       7,737
e       92,681
      -20,888
      137,501
      673,996
      1,141,742
      108,627
      90,761
      38
      53,872
      22,438
      -16,131
      26,875
      1,737,234
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 13,710,113
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........................... 3 206,770
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- ..... 5 206,770
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 25,602
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 170,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 195,602
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,379
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 12,547
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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 changesClick to see attachment....
3
Yes
 
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)
    bulletDE, PA
    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.BARRAFOUNDATION.ORG
    14
    The books are in care ofbulletKRISTINA L WAHL Telephone no.bullet (610) 964-7601

    Located atbullet1617 JOHN F KENNEDY BLVD 2019PHILADELPHIAPA 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)
    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)
     
    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
    KRISTINA L WAHL PRESIDENT, TREASURER
    40.00     		254,072 12,704 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    MATTHEW BERGHEISER CHAIRMAN
    5.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    VICTORIA MCNEIL LE VINE SECRETARY
    1.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    LAURA A WILLIAMSON ASSISTANT TREASURER
    1.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    DONNA M DE CAROLIS DIRECTOR
    1.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    MICHAEL DIPIANO DIRECTOR
    1.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    VALERIE V GAY DIRECTOR
    1.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    STACY E HOLLAND DIRECTOR
    1.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    JOANNA MCNEIL LEWIS DIRECTOR
    1.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    ROBERT L MCNEIL III DIRECTOR
    1.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    CLAYTON GATES MCNEIL DIRECTOR
    1.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    PHILADELPHIA,PA19103
    MICHAEL HOGAN DIRECTOR TO MARCH 2021
    1.00     		0 0 0
    1617 JOHN F KENNEDY BLVD SUITE 2019
    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
    KRISTI M POLING PROGRAM DIRECTOR
    40.00     		134,488 6,724 0
    1617 JOHN F KENNEDY BLVD
    PHILADELPHIA,PA19103
    LINDA RICH SENIOR PROGRAM OFFIC
    40.00     		128,121 6,406 0
    1617 JOHN F KENNEDY BLVD
    PHILADELPHIA,PA19103
    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
    CREWICAL PARTNERS LLC ADVISORY SERVICES 110,695
    810 SEVENTH AVENUE 32ND FLOOR
    NEW YORK,NY10019
    WILMINGTON TRUST INVESTMENT ADVISORY 60,852
    1100 NORTH MARKET STREET
    WILMINGTON,DE19890
    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 PROGRAM-RELATED INVESTMENT (PRI) TO THRIVE VILLAGE PHL: A $300,000, NO INTEREST, 7-YEAR LOAN WAS PROVIDED TO THRIVE VILLAGE PHL, LLC, A HOLISTIC, EQUITABLE NEIGHBORHOOD TRANSFORMATION DEVELOPMENT PROJECT BY UJIMA DEVELOPERS. IT IS A BELOW MARKET RATE MISSION-ALIGNED INVESTMENT OPPORTUNITY TO INVEST IN A VIBRANT COMMUNITY OF COLOR IN PHILADELPHIA THAT HAS BEEN HISTORICALLY REDLINED AND FACES ECONOMIC, SOCIAL AND HEALTH RELATED CHALLENGES RELATED TO CONCENTRATED POVERTY. A PART OF THE THRIVE VILLAGE PHL PROJECT INCLUDES ACQUIRING AND RENOVATING A MIXED-USE 16,352 SF PROPERTY AT THE INTERSECTION OF 40TH AND W GIRARD IN EAST PARKSIDE. IT WILL INCLUDE NINE AFFORDABLE RESIDENTIAL UNITS, 4,000 SF COMMERCIAL SPACE FOR THRIVE MEDICAL, A BLACK-OWNED PHYSICIAN'S GROUP PROVIDING OCCUPATIONAL MEDICINE, PHYSICAL THERAPY, RESTORATIVE HEALTH PRACTICES, AND 5,000 SF OF ADDITIONAL EXTERIOR SPACE FOR OUTDOOR HEALTHY FOOD RETAIL SELECTED BY COMMUNITY PARTNERS. 300,000
    2 PROGRAM-RELATED INVESTMENT (PRI) TO ENTERPRISE CENTER CAPITAL CORPORATION: A $225,000, 1% INTEREST LOAN WAS PROVIDED TO ECCC TO IDENTIFY MINORITY JANITORIAL AND CLEANING SERVICE BUSINESSES IN THE GREATER PHILADELPHIA REGION AND MAKE LOANS TO SUCH MINORITY BUSINESSES TO ALLOW THESE BUSINESSES TO BUILD CAPACITY AND WORKING CAPITAL IN ORDER TO BETTER COMPETE FOR CLEANING AND SANITIZING OPPORTUNITIES DURING COVID-19 AND POST-COVID-19 RECOVERY. REPAYMENT OF PRINCIPAL AND INTEREST IS DUE BY SEPTEMBER 30, 2025. 225,000
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet525,000
    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
    99,759,182
    b
    Average of monthly cash balances.......................
    1b
    1,446,021
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    101,205,203
    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
    101,205,203
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,518,078
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    99,687,125
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,984,356
    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
    4,984,356
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    206,770
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    206,770
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,777,586
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    350,000
    5
    Add lines 3 and 4............................
    5
    5,127,586
    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
    5,127,586
    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 5,127,586
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 289,067
    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$ 4,416,185
    a Applied to 2020, but not more than line 2a 289,067
    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..... 4,127,118
    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 ..........     		1,000,468
    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:
    WWWBARRAFOUNDATIONORG BARRA FOUNDAT
    1617 JOHN F KENNEDY BLVD 2019
    PHILADELPHIA,PA19103
    (610) 964-7601
    bThe form in which applications should be submitted and information and materials they should include:
    ALL LETTERS OF INQUIRY (LOI) MUST BE SUBMITTED THROUGH AN ONLINE SYSTEM AT WWW.BARRAFOUNDATION.ORG. THE LOI MUST INCLUDE INFORMATION ABOUT THE TYPE OF REQUEST, TIMEFRAME, TARGETED AUDIENCE, ETC.
    cAny submission deadlines:
    NO FORMAL SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE RESTRICTED TO THE GREATER PHILADELPHIA REGION. THE PRIMARY FOCUS OF THE FOUNDATION IS ON INNOVATION IN AND ACROSS THE FIELDS OF ARTS AND CULTURE, EDUCATION, HEALTH AND HUMAN SERVICES. PLEASE SEE WWW.BARRAFOUNDATION.ORG FOR FURTHER INFORMATION.
    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
    100 BLACK MEN OF THE PHILADELPHIA REGION INC
    1324 CLEARFIELD STREET
    PHILADELPHIA,PA19132     		  PC RECOVERY AND RESPONSE GRANT 25,000
    AFRICAN AMERICAN MUSEUM IN PHILADELPHIA
    701 ARCH STREET
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    AFTER-SCHOOL ALL-STARS PHILADELPHIA
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    BOYS' LATIN OF PHILADELPHIA CHARTER SCHOOL
    5501 CEDAR AVENUE
    PHILADELPHIA,PA19143     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000
    BROAD STREET MINISTRY
    315 S BROAD STREET
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 3,400
    BUCKNELL UNIVERSITY
    ONE DENT DRIVE
    LEWISBURG,PA17837     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    BUILDING 21
    6501 LIMEKILN PIKE
    PHILADELPHIA,PA19138     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 20,000
    CAMP SOJOURNER
    801 S 48TH ST
    PHILADEPHIA,PA19143     		  PC RECOVERY AND RESPONSE GRANT 15,000
    CAPE ELEUTHERA FOUNDATION INC
    1900 MARKET STREET
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    CENTER FOR BLACK EDUCATOR DEVELOPMENT
    PO BOX 7439
    PHILADELPHIA,PA19101     		  PC RECOVERY AND RESPONSE GRANT 100,000
    CENTRO DE CULTURA ARTE TRABAJO Y EDUCACION (CCATE)
    PO BOX 1185
    BLUE BELL,PA19422     		  PC RECOVERY AND RESPONSE GRANT - $15,000, ENTITY SUPPORT - STAFF GRANT - $1,000 16,000
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DRIVE
    EXTON,PA19341     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 3,300
    CHILDREN'S CRISIS TREATMENT CENTER (CCTC)
    1080 N DELAWARE AVENUE SUITE 600
    PHILADELPHIA,PA19125     		  PC CATALYST FUND GRANT 100,000
    CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
    PO BOX 781352
    PHILADELPHIA,PA191781352     		  PC RECOVERY AND RESPONSE GRANT 25,000
    CHILDREN'S LITERACY INITIATIVE
    990 SPRING GARDEN STREET
    PHILADELPHIA,PA19123     		  PC RECOVERY AND RESPONSE GRANT 65,000
    CITY YEAR GREATER PHILADELPHIA
    2221 CHESTNUT STREET
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    COBBS CREEK RESTORATION AND COMMUNITY FOUNDATION
    300 CONSHOHOCKEN STATE RD
    CONSHOHOCKEN,PA194283801     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 20,000
    CODED BY KIDS
    3675 MARKET STREET
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    COLLEGETOGETHER
    100 S JUNIPER STREET
    PHILADELPHIA,PA19109     		  PC CATALYST FUND GRANT 55,000
    COMMUNITY FIRST FUND
    PO BOX 524
    LANCASTER,PA176080524     		  PC RECOVERY AND RESPONSE GRANT 50,000
    CONCILIO DE ORGANIZACIONES HISPANAS (EL CONCILIO)
    141 EAST HUNTING PARK AVENUE
    PHILADELPHIA,PA19124     		  PC ENTITY SUPPORT - STAFF GRANT 1,500
    CREATIVE RESILIENCE COLLECTIVE
    1538 S 9TH ST
    PHILADELPHIA,PA19147     		  PC RECOVERY AND RESPONSE GRANT 15,000
    CRESCENDO PHOENIXVILLE
    1601 BRIARWOOD CT
    PHOENIXVILLE,PA19460     		  PC ENTITY SUPPORT - STAFF GRANT 3,500
    CREUTZFELDT-JAKOB DISEASE FOUNDATION INC
    3610 W MARKET ST
    AKRON,OH44333     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT - $5,000, ENTITY SUPPORT - SPECIAL GRANT - $1,000 6,000
    CURIO THEATRE COMPANY
    815 S 48TH ST
    PHILADELPHIA,PA19145     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000
    DELTA COMMUNITY SUPPORTS INC
    GWYNEDD HALL SUITE 400
    BLUE BELL,PA19422     		  PC ENTITY SUPPORT - STAFF GRANT 2,000
    DREXEL UNIVERSITY
    3201 ARCH STREET SUITE 100
    PHILADELPHIA,PA19104     		  PC CATALYST FUND GRANT 125,000
    ECONOMY LEAGUE OF GREATER PHILADELPHIA
    1800 JFK BLVD
    PHILADELPHIA,PA19103     		  PC BEYOND THE MONEY GRANT - $10,000, RECOVERY AND RESPONSE GRANT - $50,000 60,000
    EDUCATION PLUS HEALTH
    100 W OXFORD STREET E-1100
    PHILADELPHIA,PA19122     		  PC RECOVERY AND RESPONSE GRANT 35,000
    EPISCOPAL COMMUNITY SERVICES
    225 S 3RD STREET
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT - STAFF GRANT 500
    FIRST PERSON ARTS
    443 W GIRARD AVE 2C
    PHILADELPHIA,PA19123     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    FOR PETE'S SAKE CANCER RESPITE FOUNDATION
    620 WEST GERMANTOWN PIKE
    PLYMOUTH MEETING,PA19462     		  PC ENTITY SUPPORT - STAFF GRANT 500
    FORTRESS ARTS ACADEMY
    958 S PAXON AVENUE
    PHILADELPHIA,PA19143     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT - $15,000, ENTITY SUPPORT - STAFF GRANT - $1,000 16,000
    FREE LIBRARY OF PHILADELPHIA FOUNDATION
    1901 VINE STREET
    PHILADELPHIA,PA19103     		  PC RECOVERY AND RESPONSE GRANT 15,000
    FRIENDS OF COMPASS INC
    1720 N STREET NW
    WASHINGTON,DC20036     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    GIRLS JUSTICE LEAGUE
    PO BOX 30880
    PHILADELPHIA,PA19104     		  PC RECOVERY AND RESPONSE GRANT 15,000
    GROWING RESILIENT COMMUNITIES INC
    1344 WEST YORK STREET
    PHILADELPHIA,PA19132     		  PC RECOVERY AND RESPONSE GRANT 25,000
    HABITAT FOR HUMANITY PHILADELPHIA
    1829 NORTH 19TH STREET
    PHILADELPHIA,PA19121     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    HIAS PENNSYLVANIA
    600 CHESTNUT STREET
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT - SPECIAL GRANT 25,000
    IMPACT SERVICES CORPORATION
    1952 EAST ALLEGHENY AVE
    PHILADELPHIA,PA19134     		  PC CATALYST FUND GRANT - $212,500, RECOVERY AND RESPONSE GRANT - $100,000 312,500
    INTERACT THEATRE COMPANY
    302 S HICKS STREET
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT - STAFF GRANT 500
    INTERNATIONAL MYELOMA FOUNDATION
    13650 RIVERSIDE DRIVE SUITE 206
    NORTH HOLLYWOOD,CA91607     		  PC ENTITY SUPPORT - STAFF GRANT 2,000
    KELLY ANNE DOLAN MEMORIAL FUND
    580 VIRGINIA DRIVE
    FORT WASHINGTON,PA19034     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    KITHS INTEGRATED AND TARGETED HUMAN SERVICES
    4923 OLD YORK ROAD
    PHILADELPHIA,PA19141     		  PC RECOVERY AND RESPONSE GRANT 15,000
    LA PUERTA ABIERTA INC
    PO BOX 534
    NARBERTH,PA19072     		  PC RECOVERY AND RESPONSE GRANT 15,000
    LA SALLE ACADEMY
    1434 N SECOND STREET
    PHILADELPHIA,PA19122     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    LA SALLE UNIVERSITY
    1900 W OLNEY AVENUE
    PHILADELPHIA,PA19141     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    MAYOR'S FUND FOR PHILADELPHIA
    ROOM 267 CITY HALL
    PHILADELPHIA,PA19107     		  PC RECOVERY AND RESPONSE GRANT 100,000
    MIGHTY WRITERS
    1501 CHRISTIAN STREET
    PHILADELPHIA,PA19146     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    MISSION INVESTORS EXCHANGE
    1899 L STREET NW SUITE 850
    WASHINGTON,DC20036     		  PC ENTITY SUPPORT - SPECIAL GRANT 2,000
    MJ FREED THEATER
    515 AVENUE OF THE STATES
    CHESTER,PA19013     		  PC ENTITY SUPPORT - STAFF GRANT 5,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE ROAD
    JENKINTOWN,PA19046     		  PC RECOVERY AND RESPONSE GRANT 100,000
    NATIONALITIES SERVICE CENTER
    1216 ARCH STREET 4TH FLOOR
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT - SPECIAL GRANT 25,000
    NORTHEAST TREATMENT CENTERS INC
    499 N 5TH STREET
    PHILADELPHIA,PA19123     		  PC CATALYST FUND GRANT 20,000
    NOWAK METRO FINANCE LAB AT DREXEL UNIVERSITY
    3600 MARKET ST 7TH FLOOR
    PHILADELPHIA,PA19104     		  PC BEYOND THE MONEY GRANT 28,000
    ONES UP
    2611 GERMANTOWN AVE
    PHILADELPHIA,PA19133     		  PC RECOVERY AND RESPONSE GRANT - $15,000, ENTITY SUPPORT - STAFF GRANT - $1,000 16,000
    OPERA PHILADELPHIA
    1420 LOCUST STREET SUITE 210
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT - $5,000, ENTITY SUPPORT - STAFF GRANT - $500 5,500
    PHILABUNDANCE
    3616 S GALLOWAY STREET
    PHILADELPHIA,PA19148     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    PHILADELPHIA FUTURES
    230 S BROAD STREET
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000
    PHILADELPHIA HERITAGE CHORALE INC
    1311 LOMBARD STREET
    PHILADELPHIA,PA19147     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    PHILADELPHIA LEARNING COLLABORATIVE
    5530 WHITBY AVE
    PHILADELPHIA,PA191434015     		  PC CATALYST FUND GRANT 100,000
    PHILADELPHIA MUSEUM OF ART
    PERELMAN BUILDING PO BOX 7646
    PHILADELPHIA,PA19101     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 30,000
    PHILADELPHIA RONALD MCDONALD HOUSE
    3925 CHESTNUT STREET
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 7,500
    PHILANTHROPY NETWORK GREATER PHILADELPHIA
    230 S BROAD STREET
    PHILADELPHIA,PA19102     		  PC BEYOND THE MONEY GRANT - $20,000, RECOVERY AND RESPONSE GRANT - $60,000, ENTITY SUPPORT - SPECIAL GRANT - $93,000, ENTITY SUPPORT - STAFF GRANT - $3,000 176,000
    PHOENIXVILLE COMMUNITY EDUCATION FOUNDATION
    PO BOX 348
    PHOENIXVILLE,PA19460     		  PC ENTITY SUPPORT - STAFF GRANT 2,500
    PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA
    1144 LOCUST STREET
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    POWER OF PAINT ART ACADEMY & MANAGEMENT
    4919 PENTRIDGE ST
    PHILADELPHIA,PA19143     		  PC RECOVERY AND RESPONSE GRANT 10,000
    POWER STREET THEATRE
    1315 WALNUT ST SUITE 320
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    RAIR
    7333 MILNOR ST
    PHILADELPHIA,PA19136     		  PC ENTITY SUPPORT - STAFF GRANT 500
    RESEARCH FOR ACTION
    100 S BROAD STREET
    PHILADELPHIA,PA19110     		  PC RECOVERY AND RESPONSE GRANT 65,000
    RESOLVE PHILADELPHIA (FISCAL SPONSOR - CULTURETRUST OF GREATER PHILADELPHIA
    1315 WALNUT ST SUITE 320
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    SANKOFA HEALING STUDIO
    1415 NORTH BROAD STREET
    PHILADELPHIA,PA19122     		  PC RECOVERY AND RESPONSE GRANT 15,000
    SCHUYLKILL RIVER DEVELOPMENT CORPORATION
    2401 WALNUT STREET
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT - STAFF GRANT 2,000
    SEACHANGE CAPITAL PARTNERS INC
    420 LEXINGTON AVENUE
    NEW YORK,NY10170     		  PC ENTITY SUPPORT - SPECIAL GRANT 100,000
    SIXERS YOUTH FOUNDATION
    3 BANNER WAY
    CAMDEN,NJ081031166     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000
    SOCIAL IMPACT COMMONS INC
    6370 CHURCH ROAD
    PHILADELPHIA,PA19151     		  PC CATALYST FUND GRANT 150,000
    SPIRAL Q PUPPET THEATER
    4100 HAVERFORD AVENUE
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT - $5,000, ENTITY SUPPORT - STAFF GRANT - $1,000 6,000
    ST PAULS EPISCOPAL CHURCH
    1105 E LINCOLN HWY
    EXTON,PA193412806     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    ST PAUL'S BAPTIST CHURCH
    1000 WALLACE STREET
    PHILADELPHIA,PA19123     		  PC ENTITY SUPPORT - STAFF GRANT 8,000
    TEMPLE UNIVERSITY - OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION
    1509 CECIL B MOORE
    PHILADELPHIA,PA19121     		  PC ENTITY SUPPORT - STAFF GRANT 500
    THE ALLIANCE FOR HEALTH EQUITY
    50 SOUTH FIRST AVENUE
    COATESVILLE,PA19320     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000
    THE BEARDED LADIES CABARET
    C/O ST MARYS CHURCH 3916 LOCUST
    WALK
    PHILADELPHIA,PA19104     		  PC CATALYST FUND GRANT 70,250
    THE COLORED GIRLS MUSEUM
    4613 NEWHALL STREET
    PHILADELPHIA,PA19144     		  PC ENTITY SUPPORT - STAFF GRANT 500
    THE ENTERPRISE CENTER COMMUNITY DEVELOPMENT CORPORATION
    4548 MARKET STREET
    PHILADELPHIA,PA19139     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000
    THE FRANKLIN INSTITUTE
    220 NORTH 20TH STREET
    PHILADELPHIA,PA19103     		  PC CATALYST FUND GRANT 75,000
    THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA
    30 S 17TH STREET 11TH FL C/O DUANE
    MORRIS
    PHILADELPHIA,PA19103     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000
    THE HAND2PAW FOUNDATION
    PO BOX 40122
    PHILADELPHIA,PA191060122     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 30,000
    THE PENNSYLVANIA PRISON SOCIETY
    230 SOUTH BROAD STREET
    PHILADELPHIA,PA19102     		  PC ENTITY SUPPORT - STAFF GRANT 1,000
    THE PEOPLE'S LIGHT & THEATRE COMPANY
    39 CONESTOGA ROAD
    MALVERN,PA19355     		  PC CATALYST FUND GRANT 25,000
    THE PHILADELPHIA DANCE COMPANY
    9 NORTH PRESTON STREET - PHILADANCO
    WAY
    PHILADELPHIA,PA191042210     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    THE PHILADELPHIA FOUNDATION
    1835 MARKET STREET
    PHILADELPHIA,PA19103     		  PC RECOVERY AND RESPONSE GRANT 100,000
    THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT STREET 5TH FLOOR
    PHILADEPHIA,PA19104     		  PC BEYOND THE MONEY GRANT 100,000
    TINY WPA
    3021 W STILES STREET
    PHILADELPHIA,PA19121     		  PC ENTITY SUPPORT - STAFF GRANT 1,500
    TRADES FOR A DIFFERENCE
    8000 ANDERSON ST
    CONSHOHOCKEN,PA19118     		  PC RECOVERY AND RESPONSE GRANT 15,000
    TREE HOUSE BOOKS
    1430 WEST SUSQUEHANNA AVENUE
    PHILADELPHIA,PA19121     		  PC RECOVERY AND RESPONSE GRANT 40,000
    UJIMA DEVELOPERS LLC
    1262 N 56TH ST
    PHILADELPHIA,PA19131     		  PC ENTITY SUPPORT - STAFF GRANT 5,000
    UNIVERSITY CITY SCIENCE CENTER
    3675 MARKET STREET
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    WELCOMING CENTER FOR NEW PENNSYLVANIANS
    211 N 13TH STREET
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT - STAFF GRANT 1,500
    WHYY INC
    150 N 6TH STREET
    PHILADELPHIA,PA19106     		  PC RECOVERY AND RESPONSE GRANT - $25,000, ENTITY SUPPORT - STAFF GRANT - $500 25,500
    WILMA THEATER INC
    265 SOUTH BROAD STREET
    PHILADELPHIA,PA191075659     		  PC CATALYST FUND GRANT 125,000
    WINGS FOR SUCCESS
    PO BOX 1184
    FRAZER,PA19355     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    WOODLANDS TRUST FOR HISTORIC PRESERVATION
    4000 WOODLAND AVENUE
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT - STAFF GRANT 500
    YMCA OF BUCKS COUNTY
    2500 LOWER STATE ROAD
    DOYLESTOWN,PA18901     		  PC RECOVERY AND RESPONSE GRANT 10,000
    YOUNG WOMEN COMPOSERS
    119 S 44TH ST APT 2
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500
    YOUTH EMPOWERMENT FOR ADVANCEMENT HANGOUT (YEAH INC)
    5928 LOCUST STREET
    PHILADELPHIA,PA19139     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 3,300
    ZOOLOGICAL SOCIETY OF PHILADELPHIA
    3400 WEST GIRARD AVENUE
    PHILADELPHIA,PA19104     		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 30,000
    Total .................................bullet 3a 2,949,750
    bApproved for future payment
    100 BLACK MEN OF THE PHILADELPHIA REGION INC
    1324 CLEARFIELD STREET
    PHILADELPHIA,PA19132     		  PC RECOVERY AND RESPONSE GRANT 25,000
    CAMP SOJOURNER
    801 S 48TH ST
    PHILADEPHIA,PA19143     		  PC RECOVERY AND RESPONSE GRANT 15,000
    CENTER FOR BLACK EDUCATOR DEVELOPMENT
    PO BOX 7439
    PHILADELPHIA,PA19101     		  PC RECOVERY AND RESPONSE GRANT 200,000
    CENTRO DE CULTURA ARTE TRABAJO Y EDUCACION (CCATE)
    PO BOX 1185
    BLUE BELL,PA19422     		  PC RECOVERY AND RESPONSE GRANT 15,000
    CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
    3401 CIVIC CENTER BLVD
    PHILADELPHIA,PA19104     		  PC RECOVERY AND RESPONSE GRANT 25,000
    CHILDREN'S LITERACY INITIATIVE
    990 SPRING GARDEN STREET
    PHILADELPHIA,PA19123     		  PC RECOVERY AND RESPONSE GRANT 300,000
    CREUTZFELDT-JAKOB DISEASE FOUNDATION INC
    3610 W MARKET ST
    AKRON,OH44333     		  PC ENTITY SUPPORT - SPECIAL GRANT 1,000
    DREXEL UNIVERSITY
    3141 CHESTNUT ST
    PHILADELPHIA,PA19104     		  PC CATALYST FUND GRANT 300,000
    ECONOMY LEAGUE OF GREATER PHILADELPHIA
    1800 JFK BLVD
    PHILADELPHIA,PA19103     		  PC BEYOND THE MONEY GRANT 10,000
    EDUCATION PLUS HEALTH
    100 W OXFORD STREET E-1100
    PHILADELPHIA,PA19122     		  PC RECOVERY AND RESPONSE GRANT 35,000
    FREE LIBRARY OF PHILADELPHIA FOUNDATION
    1901 VINE STREET
    PHILADELPHIA,PA19103     		  PC RECOVERY AND RESPONSE GRANT 15,000
    GIRLS JUSTICE LEAGUE
    5042 CEDAR AVENUE
    PHILADELPHIA,PA19143     		  PC RECOVERY AND RESPONSE GRANT 15,000
    GROWING RESILIENT COMMUNITIES INC
    1344 WEST YORK STREET
    PHILADELPHIA,PA19132     		  PC RECOVERY AND RESPONSE GRANT 25,000
    HIAS PENNSYLVANIA
    600 CHESTNUT STREET
    PHILADELPHIA,PA19106     		  PC ENTITY SUPPORT - SPECIAL GRANT 25,000
    IMPACT SERVICES CORPORATION
    1952 EAST ALLEGHENY AVE
    PHILADELPHIA,PA19134     		  PC RECOVERY AND RESPONSE GRANT 100,000
    LEWIS KATZ SCHOOL OF MEDICINE AT TEMPLE UNIVERSITY
    3500 NORTH BROAD STREET SUITE 1101
    PHILADELPHIA,PA19140     		  PC RECOVERY AND RESPONSE GRANT 25,000
    MAYOR'S FUND FOR PHILADELPHIA
    ROOM 267 CITY HALL
    PHILADELPHIA,PA19107     		  PC RECOVERY AND RESPONSE GRANT 100,000
    NATIONALITIES SERVICE CENTER
    1216 ARCH STREET 4TH FLOOR
    PHILADELPHIA,PA19107     		  PC ENTITY SUPPORT - SPECIAL GRANT 25,000
    PHILANTHROPY NETWORK GREATER PHILADELPHIA
    230 S BROAD STREET
    PHILADELPHIA,PA19102     		  PC RECOVERY AND RESPONSE GRANT - $60,000, ENTITY SUPPORT - SPECIAL GRANT - $85,000 145,000
    POWER OF PAINT ART ACADEMY & MANAGEMENT
    1554 N WANAMAKER ST
    PHILADELPHIA,PA19131     		  PC RECOVERY AND RESPONSE GRANT 10,000
    RESEARCH FOR ACTION
    100 S BROAD STREET
    PHILADELPHIA,PA19110     		  PC RECOVERY AND RESPONSE GRANT 200,000
    THE ALLIANCE FOR HEALTH EQUITY
    50 SOUTH FIRST AVENUE
    COATESVILLE,PA19320     		  PC RECOVERY AND RESPONSE GRANT 25,000
    THE PHILADELPHIA FOUNDATION
    1835 MARKET STREET
    PHILADELPHIA,PA19103     		  PC RECOVERY AND RESPONSE GRANT 200,000
    TREE HOUSE BOOKS
    1430 W SUSQUEHANNA AVE
    PHILADELPHIA,PA19121     		  PC RECOVERY AND RESPONSE GRANT 40,000
    Total .................................bullet 3b 1,876,000
    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 11,082,866  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCREDIT CARD CREDIT     		    01 127  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 13,252,800 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,252,800
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE BARRA FOUNDATION INC
     
    Employer identification number

    23-6277885
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE BARRA FOUNDATION INC
          		Employer identification number
    23-6277885
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ROBERT L MCNEIL JR TRUST
     
    601 E EVERGREEN AVENUE
     
    WYNDMOOR, PA19038

    		$ 203,705


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE BARRA FOUNDATION INC
          		Employer identification number

    23-6277885
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE BARRA FOUNDATION INC
          		Employer identification number

    23-6277885
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE BARRA FOUNDATION INC
    EIN:
    23-6277885
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 26,565 0   26,565

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE BARRA FOUNDATION INC
    EIN:
    23-6277885
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BAIRD AGGREGATE BOND FUND, 375,446.795 SH 4,198,168 4,268,830
    COLCHESTER GLOBAL 600,000 3,005,724
    VANGUARD INFLATION PROTECTED FUND, 95,679.305 SH 2,728,774 2,721,120
    VANGUARD SHORT TERM BOND INDX-ADM, 6,727.357 SH 0 72,454
    VANGUARD SHORT TERM, 351,621.521 SH 3,826,152 3,730,704

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE BARRA FOUNDATION INC
    EIN:
    23-6277885
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC, 91 SH 102,421 263,317
    AMAZON.COM INC, 131 SH 289,092 436,798
    APPLIED MATERIALS INC, 2,277 SH 311,042 358,309
    APPLOVIN CORP, 4,450 SH 403,216 419,457
    BAYBERRY OFFSHORE LTD 2,000,000 2,318,450
    BROWN CAP MGT INSTL SM CO, 156,062.594 SH 3,724,092 4,349,464
    CARLYLE GROUP INC, 6,388 SH 164,959 350,701
    CORRE OPP OFFSHR FUND 2,000,000 2,473,354
    COSTAR GRP INC, 3,430 SH 289,555 271,073
    DFA US SMALL XM VALUE PORT, 153,225.098 SH 3,174,534 4,627,398
    GOBI INVESTMENT FUND 2,500,000 4,584,685
    HEICO CORP., 2,064 SH 205,635 265,265
    HIMALAYA CAPITAL INVESTORS 1,650,000 2,137,672
    JACKSON SQUARE SMID CAP GROWTH FD, 171,466.276 SH 3,528,532 4,617,587
    KKR & CO INC, 4,067 SH 97,409 302,991
    LAM RESEARCH CORP, 450 SH 272,089 323,618
    LUXOR CAPITAL OFFSHORE LTD 619,846 324,132
    MARBLE RIDGE OFFSHORE FUND LTD. 386,176 131,392
    MASTERCARD INC, 1,258 SH 350,968 452,025
    META PLATFORMS INC, 1,052 SH 193,191 353,840
    MICROSOFT CORP, 875 SH 94,680 294,280
    NVIDIA CORP, 628 SH 81,475 184,701
    QORVO INC, 1,996 SH 209,314 312,154
    SALESFORCE.COM INC, 1,230 SH 234,892 312,580
    SKYWORKS SOLUTIONS INC, 2,018 SH 224,826 313,073
    SPLUNK INC, 2,097 SH 328,213 242,665
    SUSTAINABLE CAPITAL AFRICA ALPHA FUND 1,650,000 1,978,965
    TRANSDIGM GRP INC, 684 SH 322,668 435,216
    UPSTART HOLDINGS INC, 1,792 SH 366,928 271,130
    VAN ECK GLOBAL HARD ASSETS FUND, 78,211.202 SH 3,834,695 3,219,955
    VANGUARD EM MK STOCK INDEX FUND, 48,565.448 SH 1,683,764 1,991,183
    VANGUARD INSTITUTIONAL INDEX FUND, 26,250.578 SH 5,978,967 10,652,222
    VISA INC, 1,126 SH 194,488 244,015
    WAYFAIR INC, 1,716 SH 435,855 325,989

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE BARRA FOUNDATION INC
    EIN:
    23-6277885
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTRAVUE FUND I LP AT COST 4,500,000 4,690,778
    CIM ENTERPRISE LOAN FUND LP AT COST 1,000,000 1,026,679
    CVI CREDIT VALUE FUND B AT COST 2,660,000 842,797
    DIGITAL ALPHA FUND II-A LP AT COST 271,168 243,915
    EIGHTFOLD OPPORTUNITY FEEDER FUND AT COST 665,282 689,848
    HENGISTBURY FUND LIMITED AT COST 2,500,000 2,330,568
    HGGC FUND II-A, LP AT COST 2,491,849 1,931,392
    HIGHCLERE INTERNATIONAL INVESTORS EMERGING MARKETS SMID FUND AT COST 0 124,604
    LUBERT-ADLER REAL ESTATE FUND IV-RO, LP AT COST 2,383,461 124,674
    LUBERT-ADLER REAL ESTATE FUND V-RO, LP AT COST 1,432,781 345,583
    MARATHON-LONDON INTERNATIONAL TRUST I NORTHERN TRUST AT COST 0 360,997
    MISSION VALUE GLOBAL FUND LP AT COST 5,500,000 6,438,850
    MONDRIAN INTERNATIONAL EQUITY FUND, LP AT COST 3,000,000 7,821,961
    MONTAUK TRIGUARD FUND VII LP AT COST 576,846 440,059
    NORDFLINT FUND LLC AT COST 3,000,000 3,000,000
    PROMISSORY NOTE FOR REINVESTMENT FUND, 1,042,891 SH AT COST 1,000,000 1,042,891
    SIGULER GUFF DISTRESSED OPP FUND III LP AT COST 1,826,125 109,415
    SJF VENTURES V LP AT COST 180,000 164,962
    TIFF PRIVATE EQUITY PARTNERS AT COST 740,572 363,131
    TYBOURNE LONG OPP (OFFSHORE) FUND AT COST 3,000,000 5,760,237

    TY 2021 LegalFeesSchedule
    Name:
    THE BARRA FOUNDATION INC
    EIN:
    23-6277885
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,150 0   4,150


    TY 2021 OtherAssetsSchedule
    Name:
    THE BARRA FOUNDATION INC
    EIN:
    23-6277885
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENT 350,000 525,000 525,000


    TY 2021 OtherExpensesSchedule
    Name:
    THE BARRA FOUNDATION INC
    EIN:
    23-6277885
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROGRAM ACTIVITIES - BEYOND THE MONEY 100,267 0   100,267
    DUES 5,500 0   5,500
    GIFTS 478 0   0
    INSURANCE 9,258 0   9,258
    OFFICE EQUIPMENT 2,151 0   2,151
    OFFICE SUPPLIES 872 0   872
    REGISTRATION FEES 495 0   495
    TELEPHONE 4,508 0   4,508
    LP 36-7205063 - OTHER EXPENSES 0 1,636   0
    LP 83-2790202 - OTHER EXPENSES 0 2,043   0
    LP 26-1412407 - OTHER EXPENSES 0 5,488   0
    LLC 20-5133649 - OTHER EXPENSES 0 4,534   0
    LP 98-1186758 - OTHER EXPENSES 0 77   0
    LP 98-1137301 - OTHER EXPENSES 0 20,647   0
    PARTNERSHIP 04-3237387 - OTHER EXPENSES 0 332   0
    LP 45-3277924 - OTHER EXPENSES 0 64,339   0
    LP 81-2829807 - OTHER EXPENSES 0 10,924   0
    LP 26-4019360 - OTHER EXPENSES 0 11,030   0
    LP 81-1782972 - OTHER EXPENSES 0 9,718   0
    LP 98-1532247 - OTHER EXPENSES 0 16,305   0
    LP 85-2849753 - OTHER EXPENSES 0 21,722   0
    LP 47-2972531 - OTHER EXPENSES 0 244   0
    LP 85-1915240 - OTHER EXPENSES 0 15,380   0
    LLC 37-1973129 - OTHER EXPENSES 0 4,595   0
    LESS, UBI - OTHER EXPENSES 0 -131   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE BARRA FOUNDATION INC
    EIN:
    23-6277885
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP DISTRIBUTIONS 1,621,152 0 1,621,152
    SERVICE FEE REFUND 382 382 382
    LP 36-7205063 - OTHER INCOME 0 5,589 0
    LP 83-2790116 - OTHER LOSS 0 -10,742 0
    LP 83-2790202 - OTHER LOSS 0 -3,184 0
    LP 26-1412407 - OTHER LOSS 0 -107 0
    LP 36-7324183 - OTHER LOSS 0 -44,868 0
    LLC 20-5133649 - OTHER INCOME 0 683 0
    PARTNERSHIP 30-0795332 - OTHER INCOME 0 6,141 0
    PARTNERSHIP 04-3237387 - OTHER INCOME 0 43,988 0
    LP 45-3277924 - OTHER LOSS 0 -10,411 0
    LP 81-2829807 - OTHER LOSS 0 -11,251 0
    LP 26-4019360 - OTHER INCOME 0 69,931 0
    LP 81-1782972 - OTHER INCOME 0 937 0
    LP 47-2972531 - OTHER INCOME 0 47,162 0
    LLC 37-1973129 - OTHER LOSS 0 -434 0
    ADD, UBI OTHER LOSS 0 18,781 0
    CREDIT CARD CREDIT 127   127


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE BARRA FOUNDATION INC
    EIN:
    23-6277885
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 128 128   0
    CUSTODIAL FEES 60,852 60,852   0
    INVESTMENT FEES 110,695 110,695   0
    IT SERVICES 15,139 0   15,139
    MANAGEMENT FEES 41,650 41,650   0
    PAYROLL AND 401K SERVICE FEES 3,754 0   3,754
    RESEARCH AND CONSULTING 64,509 0   64,509
    COMMUNICATIONS 68,069 0   68,069


    TY 2021 TaxesSchedule
    Name:
    THE BARRA FOUNDATION INC
    EIN:
    23-6277885
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 36,659 4,898   31,761
    FEDERAL EXCISE TAXES 30,000 0   0
    LP 36-7324183 - FOREIGN TAXES 0 1,646   0
    LP 36-7205063 - FOREIGN TAXES 0 24,542   0
    LP 26-1412407 - FOREIGN TAXES 0 26   0
    LLC 20-5133649 - FOREIGN TAXES 0 1   0
    PARTNERSHIP 30-0795332 - FOREIGN TAXES 0 1,821   0
    PARTNERSHIP 04-3237387 - FOREIGN TAXES 0 12,713   0
    LP 45-3277924 - FOREIGN TAXES 0 13,678   0
    LP 81-2829807 - FOREIGN TAXES 0 81   0
    LP 81-1782972 - FOREIGN TAXES 0 100   0
    LLC 37-1973129 - FOREIGN TAXES 0 840   0