Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
WYNCOTE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1717 ARCH STREET 1430
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

26-3535044
B Telephone number (see instructions)

(215) 557-9577
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$548,416,966
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 83,817 83,817  
4 Dividends and interest from securities... 9,896,072 11,128,508  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,611,869
b Gross sales price for all assets on line 6a 67,706,704
7 Capital gain net income (from Part IV, line 2)... 12,034,926
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)....... 8,458 1,367,659  
12 Total. Add lines 1 through 11........ 15,600,216 24,614,910  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 300,000 90,000   210,000
14 Other employee salaries and wages...... 280,074 84,022   196,052
15 Pension plans, employee benefits....... 88,961 26,688   62,273
16a Legal fees (attach schedule)......... 6,272 0   6,272
b Accounting fees (attach schedule)....... 110,880 55,440   55,440
c Other professional fees (attach schedule).... 981,382 977,349   4,033
17 Interest............... 200,355 0   200,355
18 Taxes (attach schedule) (see instructions)... 447,703 12,472   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,509 0   12,509
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 568,474 3,777,431   268,561
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,996,610 5,023,402   1,015,495
25 Contributions, gifts, grants paid....... 21,893,981 29,912,684
26 Total expenses and disbursements. Add lines 24 and 25 24,890,591 5,023,402   30,928,179
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,290,375
b Net investment income (if negative, enter -0-) 19,591,508
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 50,950 145,571 145,571
2 Savings and temporary cash investments......... 18,661,969 6,635,590 6,635,590
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 362,664,815 Click to see attachment
List of Attached Documents:
// Content
259,840,434
259,840,434
c Investments—corporate bonds (attach schedule)....... 106,634,555 Click to see attachment
List of Attached Documents:
// Content
85,539,799
85,539,799
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 198,301,571 Click to see attachment
List of Attached Documents:
// Content
196,255,572
196,255,572
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 686,313,860 548,416,966 548,416,966
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 28,328,720 20,310,017
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 18,950,000 4,797,000
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,100,000
Click to see attachment
List of Attached Documents:
// Content
600,000
23 Total liabilities (add lines 17 through 22)......... 49,378,720 25,707,017
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 636,935,140 522,709,949
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 636,935,140 522,709,949
30 Total liabilities and net assets/fund balances (see instructions). 686,313,860 548,416,966
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
636,935,140
2
Enter amount from Part I, line 27a .....................
2
-9,290,375
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,500,000
4
Add lines 1, 2, and 3 ..........................
4
629,144,765
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
106,434,816
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
522,709,949
Form 990-PF (2022)
Form 990-PF (2022)
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 98-1129300 P    
c LP 27-2996434 P    
d LP 81-5082730 P    
e LP 81-5059452 P    
LP 98-1151606 P    
LP 32-0454714 P    
LP 82-4981697 P    
LP 98-1246405 P    
LP 38-3913015 P    
LP 88-0895686 P    
LP 98-1184819 P    
LP 98-1385841 P    
LP 82-4774625 P    
LP 86-2594943 P    
LP 87-4625590 P    
LP 80-0825725 P    
LP 47-3115185 P    
LP 82-2196904 P    
LP 85-1635653 P    
LP 30-0567961 P    
LP 99-0384770 P    
LP 47-1245315 P    
LP 98-1325964 P    
LP 84-3786860 P    
LP 98-1281526 P    
LP 46-4098482 P    
LP 82-1236151 P    
LP 84-3522755 P    
LP 46-1712320 P    
LP 47-5189160 P    
LP 82-4015782 P    
LP 27-4591086 P    
LP 87-1225271 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 67,706,704   62,094,835 5,611,869
b       -30,567
c       10
d       109,542
e       -486,798
      -39,557
      738,125
      604,692
      310,509
      64,061
      188,064
      1,320,087
      282,054
      232,041
      3,182
      538
      -111,461
      152,870
      17,888
      -45,513
      16,073
      -16,240
      389,283
      104,090
      335,318
      -100,401
      73,196
      298,891
      14,234
      193,625
      1,442,288
      127,594
      214,207
      21,132
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       5,611,869
b       -30,567
c       10
d       109,542
e       -486,798
      -39,557
      738,125
      604,692
      310,509
      64,061
      188,064
      1,320,087
      282,054
      232,041
      3,182
      538
      -111,461
      152,870
      17,888
      -45,513
      16,073
      -16,240
      389,283
      104,090
      335,318
      -100,401
      73,196
      298,891
      14,234
      193,625
      1,442,288
      127,594
      214,207
      21,132
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 12,034,926
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 272,322
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........................... 3 272,322
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- ..... 5 272,322
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 275,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 140,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 415,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 48
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 142,630
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow142,630 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowPA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.WYNCOTEFOUNDATION.ORG
14
The books are in care ofright arrowKRISTIN ROSS ROBINSON Telephone no.right arrow (215) 557-9577

Located atright arrow1717 ARCH STREET SUITE 1430PHILADELPHIAPA ZIP+4right arrow19103
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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
FREDERICK R HAAS BOARD CHAIR
4.00
0 0 0
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
DAVID W HAAS VICE CHAIR/SECRETARY
4.00
0 0 0
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
LEONARD C HAAS VICE CHAIR
4.00
0 0 0
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
DUNCAN A HAAS VICE CHAIR
4.00
0 0 0
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
KRISTIN ROSS ROBINSON EXECUTIVE DIRECTOR/ASST. TREASURER
40.00
300,000 29,025 0
1717 ARCH STREET SUITE 1430
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
SARA SCHREFFLER MANAGING DIRECTOR
40.00
115,797 9,072 0
1717 ARCH ST SUITE 1430
PHILADELPHIA,PA19103
KATE K HOLDSWORTH GRANTS AND OPERATION
40.00
105,293 11,267 0
1717 ARCH ST SUITE 1430
PHILADELPHIA,PA19103
HAZEL EATON OPERATIONS ASSISTANT
32.00
58,984 9,215 0
1717 ARCH ST SUITE 1430
PHILADELPHIA,PA19103
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
WELLS FARGO BANK NA INVESTMENT MANAGEMENT FEES 715,902
420 MONTGOMERY STREET
SAN FRANCISCO,CA94104
EDGEWOOD MANAGEMENT INVESTMENT MANAGEMENT FEES 232,275
535 MADISON AVENUE 15TH FLOOR
NEW YORK,NY10022
SEGAL MARCO ADVISORS CONSULTING FEES 168,977
116 HUNTINGTON AVENUE
BOSTON,MA021165744
FO HOUSTOUN CONSULTING FEES 121,258
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
CLIFTONLARSONALLEN LLP ACCOUNTING FEES 110,880
150 S WARNER ROAD SUITE 310
KING OF PRUSSIA,PA19406
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
382,749,171
b
Average of monthly cash balances.......................
1b
10,909,798
c
Fair market value of all other assets (see instructions)................
1c
196,255,572
d
Total (add lines 1a, b, and c).........................
1d
589,914,541
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
589,914,541
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,848,718
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
581,065,823
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
29,053,291
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
29,053,291
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
272,322
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
113,030
c
Add lines 2a and 2b............................
2c
385,352
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
28,667,939
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
28,667,939
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
28,667,939
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
30,928,179
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
30,928,179
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 28,667,939
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 9,153,530
b From 2018...... 11,049,206
c From 2019...... 13,770,760
d From 2020...... 4,072,185
e From 2021......  
f Total of lines 3a through e ........ 38,045,681
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 30,928,179
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2022 distributable amount..... 28,667,939
e Remaining amount distributed out of corpus 2,260,240
5 Excess distributions carryover applied to 2022. 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 40,305,921
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
9,153,530
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
31,152,391
10 Analysis of line 9:
a Excess from 2018.... 11,049,206
b Excess from 2019.... 13,770,760
c Excess from 2020.... 4,072,185
d Excess from 2021....  
e Excess from 2022.... 2,260,240
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

1812 PRODUCTIONS INC

2329 SOUTH 3RD STREET
PHILADELPHIA,PA19148
  PC SUPPORT FOR ONGOING PROGRAMS 55,000

ACT II PLAYHOUSE LTD

56 EAST BUTLER AVENUE
AMBLER,PA19002
  PC SUPPORT FOR ONGOING PROGRAMS 15,000

AL DIA FOUNDATION

1835 MARKET STREET SUITE 450
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 15,000

AMERICAN DOCUMENTARY INC

20 JAY STREET SUITE 937
BROOKLYN,NY11201
  PC SUPPORT FOR ONGOING PROGRAMS 202,375

AMERICAN ORGAN ACADEMY

1184 WOODLAND STREET SW
HARTVILLE,OH44632
  PC SUPPORT FOR HISTORIC PIPE ORGAN 220,000

AMERICAN SOLAR ENERGY SOCIETY INC

2525 ARAPAHOE AVE UNIT E4-253
BOULDER,CO80302
  PC SUPPORT FOR ONGOING PROGRAMS 30,000

AMERICAN UNIVERSITY

SCHOOL OF COMMUNICATION 4400 MASS
AVE NW MCK 220
WASHINGTON,DC20016
  PC SUPPORT FOR CURRENT 210,000

AMISTAD LAW PROJECT

PO BOX 9148
PHILADELPHIA,PA19139
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

ARTICULATE FOUNDATION

1923 WALNUT STREET
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 100,000

AYITA DEMEN

28 BETHUNE STREET
NEW YORK,NY10014
  PC SUPPORT FOR ONGOING PROGRAMS 60,000

AZUKA THEATRE COLLECTIVE

1700 SANSOM STREET SUITE 800
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 95,000

BALLETX

1923 WASHINGTON AVE
PHILADELPHIA,PA19146
  PC SUPPORT FOR ONGOING PROGRAMS 205,000

BEARDED LADIES CABARET

C/O ST MARYS CHURCH 3916 LOCUST
WALK
PHILADELPHIA,PA19104
  PC SUPPORT FOR ONGOING PROGRAMS 150,000

BIKE WORKS SEATTLE

3715 S HUDSON ST 101
SEATTLE,WA98118
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

BLACKSTAR

1901 SOUTH 9TH STREET BOK 314
PHILADELPHIA,PA19148
  PC SUPPORT FOR ONGOING PROGRAMS 100,000

BRIGHT INVENTION INC

PO BOX 8870
ELKINS PARK,PA19027
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

BRISTOL RIVERSIDE THEATER COMPANY INC

120 RADCLIFFE STREET
BRISTOL,PA19007
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

BROWN UNIVERSITY

DIVISION OF ADVANCEMENT BOX 1893
PROVIDENCE,RI02912
  PC SUPPORT FOR ENDOWMENT 500,000

CAFA - THIRD HORIZON INC

937 NW 3RD AVENUE
MIAMI,FL33136
  PC SUPPORT FOR ONGOING PROGRAMS 67,500

CATHOLIC RELIEF SERVICES

228 W LEXINGTON STREET
BALTIMORE,MD21201
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

CENTER FOR PUBLIC INTEGRITY

910 17TH STREET NW 7TH FLOOR
WASHINGTON,DC20006
  PC SUPPORT FOR ONGOING PROGRAMS 100,000

CHALKBEAT INC

450 7TH AVENUE 32ND FLOOR
NEW YORK,NY10123
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

CHICKEN & EGG PICTURES

55 WASHINGTON STREET SUITE 307
BROOKLYN,NY11201
  PC SUPPORT FOR ONGOING PROGRAMS 30,000

CHURCH OF THE HOLY TRINITY RITTENHOUSE SQUARE

1904 WALNUT STREET
PHILADELPHIA,PA19103
  PC SUPPORT FOR HISTORIC PIPE ORGAN 369,986

CITY OF ELDERLY LOVE

PO BOX 359
SKIPPACK,PA19474
  PC SUPPORT FOR ONGOING PROGRAMS 7,500

CLIMATE SOLUTIONS

1402 THIRD AVENUE SUITE 1200
SEATTLE,WA98101
  PC SUPPORT FOR ONGOING PROGRAMS 250,000

CLINTON CHURCH RESTORATION INC

PO BOX 1075
GREAT BARRINGTON,MA01230
  PC SUPPORT FOR ONGOING PROGRAMS AND CAPITAL IMPROVEMENTS 40,000

CURTIS INSTITUTE OF MUSIC

1726 LOCUST STREET
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

DELAWARE FIRST MEDIA CORPORATION

PO BOX 455
DOVER,DE19903
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

DELAWARE THEATRE COMPANY

200 WATER STREET
WILMINGTON,DE19801
  PC SUPPORT FOR ONGOING PROGRAMS 35,000

DEVELOPING RADIO PARTNERS

700 12TH STREET NW SUITE 700
WASHINGTON,DC20005
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

DREXEL UNIVERSITY

3141 CHESTNUT STREET SUITE 103
PHILADELPHIA,PA19104
  PC SUPPORT FOR ENDOWMENT 200,000

EARTHJUSTICE

810 THIRD AVE STE 610
SEATTLE,WA98104
  PC SUPPORT FOR ONGOING PROGRAMS 750,000

EGO PO INC

317 DICKINSON STREET UNIT D
PHILADELPHIA,PA19147
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

ENCHANTMENT THEATRE COMPANY

100 S BROAD STREET SUITE 1318
PHILADELPHIA,PA19110
  PC SUPPORT FOR ONGOING PROGRAMS 7,500

ENVIRONMENTAL DEFENSE FUND INC

257 PARK AVENUE SOUTH
NEW YORK,NY10010
  PC SUPPORT FOR ONGOING PROGRAMS 500,000

EPISCOPAL CHURCH OF BETHESDA-BY-THE-SEA

141 SOUTH COUNTY ROAD
PALM BEACH,FL33480
  PC SUPPORT FOR HISTORIC PIPE ORGAN 100,000

EQUAL MEASURE

520 WALNUT STREET SUITE 1450
PHILADELPHIA,PA19106
  PC SUPPORT FOR PUBLIC MEDIA FUTURES FORUM 275,000

EXTRASPECIALTEAS INC

2 ELM STREET
GREAT BARRINGTON,MA01230
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

FARESTART

700 VIRGINIA STREET
SEATTLE,WA98101
  PC SUPPORT FOR ONGOING PROGRAMS ($25,000), COVID-19 RELIEF ($50,000) 75,000

FIRELIGHT MEDIA INC

72 HAMILTON TERRACE
NEW YORK,NY10031
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

FIRST LOOK INSTITUTE INC

114 5TH AVENUE
NEW YORK,NY10011
  PC SUPPORT FOR IF/THEN 50,000

FLORIDA STATE UNIVERSITY FOUNDATION INC

325 W COLLEGE AVE
TALLAHASSEE,FL32301
  PC SUPPORT FOR HISTORIC PIPE ORGAN 468,082

FOOD LIFELINE

815 SOUTH 96TH STREET
SEATTLE,WA98108
  PC SUPPORT FOR ONGOING PROGRAMS ($150,000), COVID-19 RELIEF ($50,000) 200,000

FOOD MOXIE

559 CARPENTER LANE
PHILADELPHIA,PA19119
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

FRIENDS OF KEXP

472 1ST AVENUE NORTH
SEATTLE,WA98109
  PC SUPPORT FOR ONGOING PROGRAMS 75,000

FRIENDS OF SEATTLE WATERFRONT

PO BOX 21272
SEATTLE,WA98111
  PC SUPPORT FOR CAPITAL IMPROVEMENTS 200,000

FRIENDS OF THE DAWN THEATER

110 NORTH BROAD STREET
HILLSDALE,MI49242
  PC SUPPORT FOR HISTORIC PIPE ORGAN 50,000

FRIENDS OF THE WANAMAKER ORGAN INC

630 HIDDEN VALLEY ROAD
KING OF PRUSSIA,PA19406
  PC SUPPORT FOR HISTORIC PIPE ORGAN 272,000

FRINGEARTS

140 N COLUMBUS BLVD AT RACE ST
PHILADELPHIA,PA19106
  PC SUPPORT FOR ONGOING PROGRAMS ($305,000), SUPPORT FOR ONGOING PROGRAMS AND CAPITAL IMPROVEMENTS ($200,000) 505,000

FUTUREWISE

816 SECOND AVENUE SUITE 200
SEATTLE,WA98104
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

GLEN FOERD CONSERVATION CORPORATION

5001 GRANT AVENUE
PHILADELPHIA,PA19114
  PC SUPPORT FOR HISTORIC PIPE ORGAN 273,974

GRACE AND ST PETER'S EPISCOPAL CHURCH

707 PARK AVENUE
BALTIMORE,MD21201
  PC SUPPORT FOR HISTORIC PIPE ORGAN 30,000

GREATER PHILADELPHIA FILM OFFICE

1515 ARCH STREET 11TH FLOOR
PHILADELPHIA,PA19102
  PC SUPPORT FOR FRESHFLY LLC ($15,000), SUPPORT FOR ONGOING PROGRAMS ($175,000) 190,000

GROUNDTRUTH PROJECT INC

10 GUEST STREET
BOSTON,MA021352066
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

HEDGEROW THEATRE INC

146 WEST ROSE VALLEY ROAD
ROSE VALLEY,PA19086
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

HISTORIC ORGAN RESTORATION COMMITTEE

2301 BOARDWALK
ATLANTIC CITY,NJ08401
  PC SUPPORT FOR HISTORIC PIPE ORGAN 385,000

HISTORIC ORGAN TRUST

1717 ARCH STREET 14TH FLOOR 1430
PHILADELPHIA,PA19103
  POF SUPPORT FOR HISTORIC PIPE ORGAN 15,000

INDEPENDENT TELEVISION SERVICE INC

1435 FOLSOM STREET
SAN FRANCISCO,CA94103
  PC SUPPORT FOR ONGOING PROGRAMS 150,000

INIS NUA THEATRE COMPANY

1700 SANSOM STREET SUITE 800
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 30,000

INSTITUTE FOR JUSTICE AND DEMOCRACY IN HAITI INC

892 PLAIN STREET SUITE 1
MARSHFIELD,MA02050
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

INTERACT INC

302 S HICKS STREET
PHILADELPHIA,PA19102
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

ITHACA COLLEGE

953 DANBY ROAD ALUMNI HALL
ITHACA,NY14850
  PC SUPPORT FOR ONGOING PROGRAMS 20,000

JAZZ PHILADELPHIA

1500 WALNUT STREET 17TH FLOOR
PHILADELPHIA,PA19102
  PC SUPPORT FOR ONGOING PROGRAMS 75,000

JOHNS HOPKINS UNIVERSITY

5200 EASTERN AVENUE MFL CENTER
TOWER SUITE 355
BALTIMORE,MD21224
  PC SUPPORT FOR ENDOWMENT ($250,000), SUPPORT FOR THE CENTER FOR CLINICAL GLOBAL HEALTH EDUCATION ($10,000) 260,000

JUNK

4324 TACKAWANNA STREET
PHILADELPHIA,PA19124
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

JUST ACT INC

5528 PULASKI AVENUE
PHILADELPHIA,PA19144
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

KUOW-PUGET SOUND PUBLIC RADIO

4518 UNIVERSITY WAY NE SUITE 310
SEATTLE,WA98105
  PC SUPPORT FOR ONGOING PROGRAMS 200,000

LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC

120 WALL STREET 19TH FLOOR
NEW YORK,NY10005
  PC SUPPORT FOR ONGOING PROGRAMS 250,000

LANTERN THEATER COMPANY

7058 GERMANTOWN AVE SUITE 102
PHILADELPHIA,PA19119
  PC SUPPORT FOR ONGOING PROGRAMS 100,000

LENFEST INSTITUTE FOR JOURNALISM LLC

801 MARKET STREET SUITE 300
PHILADELPHIA,PA19107
  SO I SUPPORT FOR SPOTLIGHT PA 160,000

LIFELONG-HEALTH FOR ALL

210 SOUTH LUCILE STREET
SEATTLE,WA98108
  PC SUPPORT FOR ONGOING PROGRAMS ($40,000), COVID-19 RELIEF ($25,000) 65,000

LOW INCOME HOUSING INSTITUTE

1253 S JACKSON STREET SUITE A
SEATTLE,WA98144
  PC SUPPORT FOR ONGOING PROGRAMS ($20,000), SUPPORT FOR CAPITAL IMPROVEMENTS ($2,000,000) 2,020,000

MACGUFFIN THEATRE AND FILM COMPANY

2030 SANSOM STREET SUITE 2
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 20,000

MAGNOLIA IMPACT SOLUTIONS

1500 CHESTNUT STREET SUITE 1161
PHILADELPHIA,PA19102
  PC SUPPORT FOR ONGOING PROGRAMS 40,000

MASS DESIGN GROUP LTD

1 CHANDLER STREET
BOSTON,MA02116
  PC SUPPORT FOR ONGOING PROGRAMS 100,000

MEDIA DEVELOPMENT INVESTMENT FUND INC

37 WEST 20TH STREET SUITE 804
NEW YORK,NY10011
  PC SUPPORT FOR ONGOING PROGRAMS 160,000

MEDIA IMPACT FUNDERS INC

200 W WASHINGTON SQ SUITE 220
PHILADELPHIA,PA19106
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

MEDIA MOBILIZING PROJECT DBA MOVEMENT ALLIANCE PROJECT

924 CHERRY STREET 5TH FLOOR
PHILADELPHIA,PA19107
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

MERIDIAN SCHOOL

4649 SUNNYSIDE AVE N SUITE 242
SEATTLE,WA98103
  PC SUPPORT FOR CAPITAL IMPROVEMENTS 125,000

METROPOLITAN OPERA ASSOCIATION INC

30 LINCOLN CENTER
NEW YORK,NY10023
  PC SUPPORT FOR HISTORIC PIPE ORGAN 650,000

MID ATLANTIC AIR MUSEUM

11 MUSEUM DRIVE
READING,PA19605
  PC SUPPORT FOR CAPITAL IMPROVEMENTS 42,000

MONTGOMERY THEATER INC

124 N MAIN STREET PO BOX 64033
SOUDERTON,PA18964
  PC SUPPORT FOR ONGOING PROGRAMS 15,000

MOUNT PLEASANT FIRE COMPANY

5664 MOUNT PLEASANT ROAD
BERNVILLE,PA19506
  PC SUPPORT FOR CAPITAL IMPROVEMENTS 175,000

MUSEUM OF NEW MEXICO FOUNDATION

PO BOX 2065
SANTA FE,NM87504
  PC SUPPORT FOR HISTORIC PIPE ORGAN 5,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY - GREATER NORTHWEST

192 NICKERSON STREET SUITE 100
SEATTLE,WA98109
  PC SUPPORT FOR ONGOING PROGRAMS 20,000

NATIONAL PARKS CONSERVATION ASSOCIATION

1200 5TH AVENUE SUITE 1118
SEATTLE,WA98101
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

NATIONAL PHILANTHROPIC TRUST

165 TOWNSHIP LINE ROAD SUITE 1200
JENKINTOWN,PA19046
  PC SUPPORT FOR PHILADELPHIA'S CULTURAL TREASURES 100,000

NATURAL LANDS TRUST INC

HILDACY FARM 1031 PALMERS MILL ROAD
MEDIA,PA19063
  PC SUPPORT FOR STONELEIGH, A NATURAL GARDEN 3,580,799

NEW PARADISE LABORATORIES THEATRE INC

747 CORINTHIAN AVE
PHILADELPHIA,PA19130
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

NEW YORK THEATRE WORKSHOP INC

79 EAST 4TH STREET
NEW YORK,NY10003
  PC SUPPORT FOR ONGOING PROGRAMS 12,500

NEWPORT FESTIVALS FOUNDATION INC

PO BOX 3865
NEWPORT,RI02840
  PC SUPPORT FOR ONGOING PROGRAMS 15,000

NICHOLE CANUSO DANCE COMPANY

1413 MOORE STREET
PHILADELPHIA,PA19145
  PC SUPPORT FOR ONGOING PROGRAMS 20,000

NO MORE SECRETS MIND BODY SPIRIT INC

4811 GERMANTOWN AVE SUITE 101
PHILADELPHIA,PA19144
  PC SUPPORT FOR ONGOING PROGRAMS 12,500

NORTH AMERICAN SYRINGE EXCHANGE NETWORK

535 DOCK STREET SUITE 113
TACOMA,WA98402
  PC SUPPORT FOR PROJECT SAFE 5,000

NORTHWEST HARVEST EMM

PO BOX 12272
SEATTLE,WA98102
  PC SUPPORT FOR ONGOING PROGRAMS 250,000

OBERLIN COLLEGE

OFFICE OF ADVANCEMENT PO BOX 72110
OBERLIN,OH44192
  PC SUPPORT FOR ONGOING PROGRAMS 100,000

OPERA PHILADELPHIA

1420 LOCUST STREET SUITE 210
PHILADELPHIA,PA19102
  PC SUPPORT FOR ONGOING PROGRAMS ($195,000), SUPPORT FOR PIPE ORGAN PROGRAMMING ($28,579) 223,579

ORGAN HISTORICAL SOCIETY

330 NORTH SPRING MILL ROAD
VILLANOVA,PA19085
  PC SUPPORT FOR HISTORIC PIPE ORGAN 50,000

PACIFIC NORTHWEST TRAIL ASSOCIATION

209 FERRY STREET SUITE A
SEDROWOOLLEY,WA98284
  PC SUPPORT FOR ONGOING PROGRAMS 60,000

PAINTED BRIDE ART CENTER INC

PO BOX 16696
PHILADELPHIA,PA19139
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

PARTNERS FOR SACRED PLACES INC

1700 SANSOM STREET 10TH FLOOR
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS ($15,000), SUPPORT FOR PIPE ORGAN PROGRAMMING ($350,000) 365,000

PATHWAY SCHOOL

162 EGYPT RD
JEFFERSONVILLE,PA19403
  PC SUPPORT FOR ONGOING PROGRAMS 80,000

PCC FARMLAND TRUST

1402 THIRD AVENUE 709
SEATTLE,WA98101
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

PENNSYLVANIA BALLET ASSOCIATION

323 N BROAD STREET
PHILADELPHIA,PA19107
  PC SUPPORT FOR ONGOING PROGRAMS ($20,000), SUPPORT FOR PIPE ORGAN PROGRAMMING ($23,317) 223,317

PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

3535 MARKET STREET SUITE 750
PHILADELPHIA,PA19104
  PC SUPPORT FOR PENN MOBILE MAMMOGRAPHY 25,000

PENNSYLVANIA VOICE

123 S BROAD STREET SUITE 630
PHILADELPHIA,PA19109
  PC SUPPORT FOR ONGOING PROGRAMS 100,000

PEOPLE'S LIGHT & THEATRE COMPANY

39 CONESTOGA ROAD
MALVERN,PA19355
  PC SUPPORT FOR ONGOING PROGRAMS ($25,000), SUPPORT FOR ENDOWMENT ($1,250,000) 1,275,000

PHILADELPHIA AREA CENTER FOR HISTORY OF SCIENCE

431 CHESTNUT STREET
PHILADELPHIA,PA19106
  PC SUPPORT FOR ONGOING PROGRAMS 75,000

PHILADELPHIA ARTISTS COLLECTIVE INC

PO BOX 37142
PHILADELPHIA,PA19148
  PC SUPPORT FOR ONGOING PROGRAMS 15,000

PHILADELPHIA CLEF CLUB OF JAZZ & PERFORMING ARTS

736 SOUTH BROAD STREET
PHILADELPHIA,PA19146
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

PHILADELPHIA FILM SOCIETY

1412 CHESTNUT STREET
PHILADELPHIA,PA19102
  PC SUPPORT FOR ONGOING PROGRAMS 35,000

PHILADELPHIA FOUNDATION

1835 MARKET STREET SUITE 2410
PHILADELPHIA,PA19103
  PC SUPPORT FOR COMMUNITY FOUNDATION DONOR ADVISED FUND 2,690,000

PHILADELPHIA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA19101
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

PHILADELPHIA ORCHESTRA ASSOCIATION

ONE SOUTH BROAD STREET 14TH FLOOR
PHILADELPHIA,PA19107
  PC SUPPORT FOR ONGOING AND PIPE ORGAN PROGRAMMING 1,000,000

PHILADELPHIA THEATRE COMPANY

215 S BROAD STREET SUITE 304
PHILADELPHIA,PA19107
  PC SUPPORT FOR ONGOING PROGRAMS 75,000

PICKLEBERRY PIE INC

7426 BARCLAY ROAD
CHELTENHAM,PA19012
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

PIG IRON THEATRE COMPANY INC

1417 NORTH 2ND STREET
PHILADELPHIA,PA19122
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

PIKE PLACE MARKET FOUNDATION

93 PIKE STREET 310
SEATTLE,WA98101
  PC SUPPORT FOR ONGOING PROGRAMS ($200,000), COVID-19 RELIEF ($50,000) 250,000

PLAYPENN INC

100 S BROAD STREET SUITE 1318
PHILADELPHIA,PA19110
  PC SUPPORT FOR ONGOING PROGRAMS 100,000

PLAYS AND PLAYERS

1714 DELANCEY PLACE
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

PLYMOUTH HOUSING GROUP

2113 3RD AVENUE
SEATTLE,WA98121
  PC SUPPORT FOR CAPITAL IMPROVEMENTS 1,250,000

POLYPHONIA SOCIETY

2013 APPLETREE STREET
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA

1608 WALNUT STREET SUITE 1702
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 5,000

PROJECT MERCY INC

7011 ARDMORE AVENUE
FORT WAYNE,IN46809
  PC SUPPORT FOR ONGOING PROGRAMS 65,000

PUBLIC INTEREST LAW CENTER

1500 JFK BLVD SUITE 802
PHILADELPHIA,PA19102
  PC SUPPORT FOR ONGOING PROGRAMS 60,000

PUBLIC MEDIA COMPANY

3300 ARAPAHOE AVENUE SUITE 207
BOULDER,CO80303
  PC SUPPORT FOR ONGOING PROGRAMS 15,000

PUBLIC MEDIA WOMEN IN LEADERSHIP INC

4010 SORRENTO VALLEY BLVD SUITE 400
SAN DIEGO,CA92121
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

PUBLICSOURCE INC

1936 FIFTH AVENUE
PITTSBURGH,PA15219
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

QUINTESSENCE THEATRE GROUP

7135 GERMANTOWN AVE FLOOR 2
PHILADELPHIA,PA19119
  PC SUPPORT FOR ONGOING PROGRAMS 20,000

RAILS-TO-TRAILS CONSERVANCY

2121 WARD COURT NW 5TH FLOOR
WASHINGTON,DC20037
  PC SUPPORT FOR ONGOING PROGRAMS 100,000

REAL CHANGE HOMELESS EMPOWERMENT PROJECT

219 1ST AVENUE SOUTH SUITE 220
SEATTLE,WA98104
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

RESOLVE PHILADELPHIA INC

699 RANSTEAD STREET 3RD FLOOR
PHILADELPHIA,PA19106
  PC SUPPORT FOR ONGOING PROGRAMS 30,000

RIVERBEND ENVIRONMENTAL EDUCATION CENTER

1950 SPRING MILL ROAD
GLADWYNE,PA19035
  PC SUPPORT FOR ONGOING PROGRAMS 5,000

ROSENBACH MUSEUM AND LIBRARY

2008-2010 DELANCEY PLACE
PHILADELPHIA,PA19103
  PC SUPPORT FOR CAPITAL IMPROVEMENTS ($500,000), SUPPORT FOR ENDOWMENT ($350,000) 850,000

SAINT MARK'S CHURCH

1625 LOCUST STREET
PHILADELPHIA,PA19103
  PC SUPPORT FOR HISTORIC PIPE ORGAN 104,400

SAINT PETER'S CHURCH

313 PINE STREET
PHILADELPHIA,PA19106
  PC SUPPORT FOR HISTORIC PIPE ORGAN 163,000

SANTA FE OPERA

PO BOX 2408
SANTA FE,NM87504
  PC SUPPORT FOR ONGOING PROGRAMS 600,000

SCRIBE VIDEO CENTER INC

3908 LANCASTER AVENUE
PHILADELPHIA,PA19104
  PC SUPPORT FOR ONGOING PROGRAMS ($100,000), SUPPORT FOR ALL AGES PRODUCTIONS ($50,000) 150,000

SEASHARE

600 ERIKSEN AVENUE NE SUITE 310
BAINBRIDGE ISLAND,WA98110
  PC SUPPORT FOR ONGOING PROGRAMS 15,000

SEATTLE AQUARIUM SOCIETY

1483 ALASKAN WAY PIER 59
SEATTLE,WA98101
  PC SUPPORT FOR ONGOING PROGRAMS 250,000

SEATTLE PARKS FOUNDATION

PO BOX 3541
SEATTLE,WA98124
  PC SUPPORT FOR ONGOING PROGRAMS 35,000

SHAKESPEARE IN CLARK PARK

PO BOX 30734
PHILADELPHIA,PA19104
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

SIMPATICO THEATRE

850 S 2ND STREET
PHILADELPHIA,PA19147
  PC SUPPORT FOR ONGOING PROGRAMS 20,000

SPARK NORTHWEST

1402 3RD AVENUE SUITE 901
SEATTLE,WA98101
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

SUNDANCE INSTITUTE

321 WEST 44TH STREET SUITE 805
NEW YORK,NY10036
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

TEAM SUNSHINE PERFORMANCE CORPORATION

2329 S 3RD STREET
PHILADELPHIA,PA19148
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

TEEN FEED

4740-B UNIVERSITY WAY NE
SEATTLE,WA98105
  PC SUPPORT FOR ONGOING PROGRAMS 40,000

THE FABRIC WORKSHOP AND MUSEUM

1214 ARCH STREET
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 60,000

THE NATURE CONSERVANCY

74 WALL STREET
SEATTLE,WA98121
  PC SUPPORT FOR ONGOING PROGRAMS 500,000

THE WORKING GROUP

PO BOX 70232
OAKLAND,CA94612
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

TOWN HALL ASSOCIATION

720 SENECA STREET SUITE A
SEATTLE,WA98101
  PC SUPPORT FOR ONGOING PROGRAMS 275,000

VERMONT LAND TRUST INC

8 BAILEY AVENUE
MONTPELIER,VT05602
  PC SUPPORT FOR ONGOING PROGRAMS 5,000

VIRGINIA MASON FRANCISCAN HEALTH

1218 TERRY AVE
SEATTLE,WA98111
  PC SUPPORT FOR BAILEY-BOUSHAY HOUSE 50,000

WALLINGFORD COMMUNITY SENIOR CENTER

4649 SUNNYSIDE AVE N SUITE 140
SEATTLE,WA98103
  PC SUPPORT FOR ONGOING PROGRAMS 5,000

WASHINGTON DC INTERNATIONAL FILM FESTIVAL INC

1838 ONTARIO PLACE NW
WASHINGTON,DC20009
  PC SUPPORT FOR THE IMPACT PROJECT 29,192

WASHINGTON ENVIRONMENTAL COUNCIL

1402 3RD AVENUE SUITE 1400
SEATTLE,WA98101
  PC SUPPORT FOR ONGOING PROGRAMS 135,000

WASHINGTON MEMORIAL CHAPEL

PO BOX 98 ROUTE 23
VALLEY FORGE,PA19481
  PC SUPPORT FOR HISTORIC PIPE ORGAN 12,480

WASHINGTON TRAILS ASSOCIATION

705 2ND AVENUE SUITE 300
SEATTLE,WA98104
  PC SUPPORT FOR ONGOING PROGRAMS 200,000

WGBH EDUCATION FOUNDATION

ONE GUEST STREET
BOSTON,MA02135
  PC SUPPORT FOR ONGOING PROGRAMS 125,000

WILLIAM WAY LGBT COMMUNITY CENTER

1315 SPRUCE STREET
PHILADELPHIA,PA19107
  PC SUPPORT FOR CAPITAL IMPROVEMENTS 50,000

WILMA THEATER INC

265 SOUTH BROAD STREET
PHILADELPHIA,PA19107
  PC SUPPORT FOR ONGOING PROGRAMS 170,000

WITF INC

4801 LINDLE RD
HARRISBURG,PA17111
  PC SUPPORT FOR ONGOING PROGRAMS 75,000

WXPN-FM RADIO STATION LICENSED TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYL

3025 WALNUT STREET
PHILADELPHIA,PA19104
  PC SUPPORT FOR ONGOING PROGRAMS 245,000
Total .................................right arrow 3a 29,912,684
bApproved for future payment

AL DIA FOUNDATION
1835 MARKET STREET SUITE 450
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 30,000

AMERICAN ORGAN ACADEMY
1184 WOODLAND STREET SW
HARTVILLE,OH44632
  PC SUPPORT FOR HISTORIC PIPE ORGAN 220,000

AMERICAN UNIVERSITY
SCHOOL OF COMMUNICATION 4400 MASS
AVE NW MCK 220
WASHINGTON,DC20016
  PC SUPPORT FOR CURRENT 275,000

AYITA DEMEN
28 BETHUNE STREET
NEW YORK,NY10014
  PC SUPPORT FOR ONGOING PROGRAMS 120,000

BEARDED LADIES CABARET
C/O ST MARYS CHURCH 3916 LOCUST
WALK
PHILADELPHIA,PA19104
  PC SUPPORT FOR ONGOING PROGRAMS 150,000

BRIGHT INVENTION INC
PO BOX 8870
ELKINS PARK,PA19027
  PC SUPPORT FOR ONGOING PROGRAMS 35,000

CHURCH OF THE HOLY TRINITY RITTENHOUSE SQUARE
1904 WALNUT STREET
PHILADELPHIA,PA19103
  PC SUPPORT FOR HISTORIC PIPE ORGAN 404,614

DEVELOPING RADIO PARTNERS
700 12TH STREET NW SUITE 700
WASHINGTON,DC20005
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

FIRST LOOK INSTITUTE INC
114 5TH AVENUE
NEW YORK,NY10011
  PC SUPPORT FOR IF/THEN 50,000

FOOD MOXIE
559 CARPENTER LANE
PHILADELPHIA,PA19119
  PC SUPPORT FOR ONGOING PROGRAMS 70,000

FRIENDS OF THE WISSAHICKON
40 WEST EVERGREEN AVE SUITE 108
PHILADELPHIA,PA19118
  PC SUPPORT FOR CAPITAL IMPROVEMENTS 150,000

GERMAN SOCIETY OF PENNSYLVANIA
611 SPRING GARDEN STREET
PHILADELPHIA,PA19114
  PC SUPPORT FOR ENDOWMENT 50,000

GLEN FOERD CONSERVATION CORPORATION
5001 GRANT AVENUE
PHILADELPHIA,PA19114
  PC SUPPORT FOR HISTORIC PIPE ORGAN 151,989

GREATER PHILADELPHIA FILM OFFICE
1515 ARCH STREET 11TH FLOOR
PHILADELPHIA,PA19102
  PC SUPPORT FOR ONGOING PROGRAMS 100,000

GROUNDTRUTH PROJECT INC
10 GUEST STREET
BOSTON,MA021352066
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

HISTORIC ORGAN RESTORATION COMMITTEE
2301 BOARDWALK
ATLANTIC CITY,NJ08401
  PC SUPPORT FOR HISTORIC PIPE ORGAN 400,000

INIS NUA THEATRE COMPANY
1700 SANSOM STREET SUITE 800
PHILADELPHIA,PA19103
  PC SUPPORT FOR ONGOING PROGRAMS 25,000

LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC
120 WALL STREET 19TH FLOOR
NEW YORK,NY10005
  PC SUPPORT FOR ONGOING PROGRAMS 250,000

LENFEST INSTITUTE FOR JOURNALISM LLC
801 MARKET STREET SUITE 300
PHILADELPHIA,PA19107
  SO I SUPPORT FOR ONGOING PROGRAMS 50,000

LOW INCOME HOUSING INSTITUTE
1253 S JACKSON STREET SUITE A
SEATTLE,WA98144
  PC SUPPORT FOR CAPITAL IMPROVEMENTS 2,000,000

MASS DESIGN GROUP LTD
1 CHANDLER STREET
BOSTON,MA02116
  PC SUPPORT FOR ONGOING PROGRAMS 200,000

MEDIA IMPACT FUNDERS INC
200 W WASHINGTON SQ SUITE 220
PHILADELPHIA,PA19106
  PC SUPPORT FOR ONGOING PROGRAMS 50,000

MUSEUM OF NEW MEXICO FOUNDATION
PO BOX 2065
SANTA FE,NM87504
  PC SUPPORT FOR HISTORIC PIPE ORGAN 26,794

NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 1200
JENKINTOWN,PA19046
  PC SUPPORT FOR PHILADELPHIA'S CULTURAL TREASURES 400,000

NEW YORK THEATRE WORKSHOP INC
79 EAST 4TH STREET
NEW YORK,NY10003
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

NEWARK PUBLIC RADIIO INC
54 PARK PLACE
NEWARK,NJ07102
  PC SUPPORT FOR WBGO JAZZ ARCHIVE 35,000

ORGAN HISTORICAL SOCIETY
330 NORTH SPRING MILL ROAD
VILLANOVA,PA19085
  PC SUPPORT FOR HISTORIC PIPE ORGAN 100,000

PATHWAY SCHOOL
162 EGYPT RD
JEFFERSONVILLE,PA19403
  PC SUPPORT FOR ONGOING PROGRAMS 80,000

PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM
3535 MARKET STREET SUITE 750
PHILADELPHIA,PA19104
  PC SUPPORT FOR PENN MOBILE MAMMOGRAPHY 50,000

PHILADELPHIA FILM SOCIETY
1412 CHESTNUT STREET
PHILADELPHIA,PA19102
  PC SUPPORT FOR ONGOING PROGRAMS 140,000

PHILADELPHIA MUSEUM OF ART
PO BOX 7646
PHILADELPHIA,PA19101
  PC SUPPORT FOR ONGOING PROGRAMS 60,000

PHILADELPHIA ORCHESTRA ASSOCIATION
ONE SOUTH BROAD STREET 14TH FLOOR
PHILADELPHIA,PA19107
  PC SUPPORT FOR ONGOING AND PIPE ORGAN PROGRAMMING 1,000,000

PHILADELPHIA YOUNG PLAYWRIGHTS
1219 VINE STREET 3RD FLOOR
PHILADELPHIA,PA19107
  PC SUPPORT FOR ONGOING PROGRAMS 10,000

RESOLVE PHILADELPHIA INC
699 RANSTEAD STREET 3RD FLOOR
PHILADELPHIA,PA19106
  PC SUPPORT FOR ONGOING PROGRAMS 60,000

SAINT MARK'S CHURCH
1625 LOCUST STREET
PHILADELPHIA,PA19103
  PC SUPPORT FOR HISTORIC PIPE ORGAN 247,800

SMITHSONIAN INSTITUTION
1000 JEFFERSON DRIVE SW
WASHINGTON,DC20560
  PC SUPPORT FOR ENDOWMENT 800,000

THEATRE EXILE COMPANY
1340 SOUTH 13TH STREET
PHILADELPHIA,PA19147
  PC SUPPORT FOR ONGOING PROGRAMS 60,000

WASHINGTON DC INTERNATIONAL FILM FESTIVAL INC
1838 ONTARIO PLACE NW
WASHINGTON,DC20009
  PC SUPPORT FOR THE IMPACT PROJECT 35,000

WASHINGTON MEMORIAL CHAPEL
PO BOX 98 ROUTE 23
VALLEY FORGE,PA19481
  PC SUPPORT FOR HISTORIC PIPE ORGAN 17,520

WHYY INC
INDEPENDENCE MALL WEST 150 N 6TH
STREET
PHILADELPHIA,PA19106
  PC SUPPORT FOR ONGOING PROGRAMS 105,000

WILLIAM WAY LGBT COMMUNITY CENTER
1315 SPRUCE STREET
PHILADELPHIA,PA19107
  PC SUPPORT FOR CAPITAL IMPROVEMENTS 50,000

WILMA THEATER INC
265 SOUTH BROAD STREET
PHILADELPHIA,PA19107
  PC SUPPORT FOR ONGOING PROGRAMS 50,000
Total ................................. right arrow 3b 8,218,717
Form 990-PF (2022)
Form 990-PF (2022)
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 ...........
    14 83,817  
4 Dividends and interest from securities ....     14 9,896,072  
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 .....     01 8,458  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 5,611,869  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 15,600,216 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,600,216
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 110,880 55,440   55,440

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

TY 2022 ExpenditureResponsibilityStmt
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
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
EQUAL MEASURE
 
520 WALNUT STREET SUITE 1450
PHILADELPHIA,PA19106
2021-06-10 250,000 SUPPORT FOR PUBLIC MEDIA FUTURES FORUM 250,000 NO 1/26/2022, 8/2/2022   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
EQUAL MEASURE
 
520 WALNUT STREET SUITE 1450
PHILADELPHIA,PA19106
2022-07-01 250,000 SUPPORT FOR PUBLIC MEDIA FUTURES FORUM 170,824 NO 1/27/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
GREATER PHILADELPHIA FILM OFFICE
 
1515 ARCH STREET 11TH FLOOR
PHILADELPHIA,PA19102
2022-11-01 15,000 SUPPORT FOR FRESHFLY LLC 15,000 NO 3/4/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
HISTORIC ORGAN TRUST
 
1717 ARCH STREET 14TH FLOOR 1430
PHILADELPHIA,PA19103
2021-04-20 20,000 SUPPORT FOR HISTORIC PIPE ORGAN 12,500 NO 4/1/2022   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
HISTORIC ORGAN TRUST
 
1717 ARCH STREET 14TH FLOOR 1430
PHILADELPHIA,PA19103
2022-03-08 15,000 SUPPORT FOR HISTORIC PIPE ORGAN 0 NO 5/8/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
MEDIA MOBILIZING PROJECT DBA MOVEMENT ALLIANCE PROJECT
 
924 CHERRY STREET 5TH FLOOR
PHILADELPHIA,PA19107
2022-10-24 25,000 SUPPORT FOR SPONSORED PROJECTS 25,000 NO 1/25/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
NORTHWEST FILM FORUM
 
1515 12TH AVENUE
SEATTLE,WA98122
2019-04-02 20,000 SUPPORT FOR MEATBALL DOC LLC 20,000 NO 2/14/2020, 2/7/2021, 1/28/2022, 2/17/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
SCRIBE VIDEO CENTER INC
 
3908 LANCASTER AVENUE
PHILADELPHIA,PA19104
2022-11-02 50,000 SUPPORT FOR ALL AGES PRODUCTIONS 0 NO 2/3/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.

TY 2022 InvestmentsCorpBondsSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Name of Bond End of Year Book Value End of Year Fair Market Value
VANGUARD INTERMEDIATE TERM FUND, 2,532,845.497 SH 21,073,275 21,073,275
VANGUARD SHORT-TERM INVESTMENT GRADE FUND, 607,954.104 SH 6,049,143 6,049,143
VANGUARD TOTAL BOND MARKET INDEX FUND, 6,162,170.994 SH 58,417,381 58,417,381

TY 2022 InvestmentsCorpStockSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Name of Stock End of Year Book Value End of Year Fair Market Value
ABERDEEN EMERGING MARKETS INSTITUTIONAL FUND, 488,397.365 SH 6,100,083 6,100,083
ACUSHNET HOLDINGS CORP, 12,578 SH 534,062 534,062
ADOBE INC, 5,107 SH 1,718,659 1,718,659
ALIGN TECHNOLOGY INC, 4,284 SH 903,496 903,496
AMAZON.COM INC, 9,743 SH 818,412 818,412
AMERICAN TOWER CORP, 6,468 SH 1,370,310 1,370,310
APTARGROUP INC, 1,174 SH 129,116 129,116
ARTISAN PARTNERS ASSET MANAGEMENT, 10,251 SH 304,455 304,455
ASML HOLDING, 3,027 SH 1,653,953 1,653,953
ASPEN TECHNOLOGY INC, 1,452 SH 298,241 298,241
ATRION CORP, 260 SH 145,457 145,457
AUTOHOME INC, 6,205 SH 189,873 189,873
BANCFIRST CORP, 3,313 SH 292,140 292,140
BLACKSTONE INC, 14,936 SH 1,108,102 1,108,102
BRANDES EMERGING MARKETS VALUE FUND, 825,037.800 SH 5,808,266 5,808,266
CHIPOTLE MEXICAN GRILL INC, 1,149 SH 1,594,226 1,594,226
CLEARWATER ANALYTICS HOLDINGS INC, 7,081 SH 132,769 132,769
CME GROUP INC, 5,104 SH 858,289 858,289
CORVEL CORP, 2,825 SH 410,557 410,557
DANAHER CORP, 7,244 SH 1,922,702 1,922,702
DONALDSON CO INC, 2,970 SH 174,844 174,844
DRIL-QUIP INC, 5,023 SH 136,475 136,475
EMCOR GROUP INC, 5,356 SH 793,277 793,277
ESTEE LAUDER COMPANIES INC, 7,864 SH 1,951,137 1,951,137
FACTSET RESH SYS INC, 1,033 SH 414,450 414,450
FIRST HAWAIIAN INC, 20,299 SH 528,586 528,586
FTI CONSULTING INC, 4,986 SH 791,777 791,777
GRACO INC, 7,149 SH 480,842 480,842
HENRY JACK & ASSOC INC, 1,355 SH 237,884 237,884
ILLIMINA INC, 8,278 SH 1,673,812 1,673,812
INTUIT, 4,707 SH 1,832,058 1,832,058
INTUITIVE SURGICAL INC, 8,680 SH 2,303,238 2,303,238
LANDSTAR SYS INC, 3,432 SH 559,073 559,073
LCI INDUSTRIES, 3,096 SH 286,225 286,225
LULULEMON ATHLETICA INC, 3,258 SH 1,043,798 1,043,798
MANHATTAN ASSOCIATES INC, 3,996 SH 485,114 485,114
MATCH GROUP INC, 20,619 SH 855,482 855,482
MICROSOFT CORP, 5,956 SH 1,428,368 1,428,368
MOELIS & CO, 10,091 SH 387,192 387,192
NETFLIX INC, 6,542 SH 1,929,105 1,929,105
NIKE INC, 15,790 SH 1,847,588 1,847,588
NVIDIA CORP, 14,682 SH 2,145,627 2,145,627
PRICESMART INC, 2,843 SH 172,798 172,798
PRIMARICA INC, 4,251 SH 602,877 602,877
RBC BEARINGS INC, 1,955 SH 409,279 409,279
RIGHTMOVE PLC, 33,743 SH 414,701 414,701
RLI CORP COM, 2,658 SH 348,915 348,915
S&P GLOBAL INC, 4,678 SH 1,566,849 1,566,849
SERVICENOW INC, 4,286 SH 1,664,125 1,664,125
SIMPSON MFG INC, 6,701 SH 594,111 594,111
TELEDYNE TECHNOLOGIES INC, 886 SH 354,320 354,320
TORO CO, 4,858 SH 549,926 549,926
VANGUARD EXTENDED MARKET INDEX FUND, 224,228.433 SH 22,611,195 22,611,195
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND, 899,611.749 SH 60,300,976 60,300,976
VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL, 98,149.155 SH 8,872,684 8,872,684
VANGUARD REAL ESTATE INDEX FUND, 1,330,049.251 SH 24,060,591 24,060,591
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND, 622,222.405 SH 69,340,465 69,340,465
VANGUARD VALUE INDEX FUND INSTITUTIONAL, 300,076.542 SH 16,432,191 16,432,191
VISA INC, 11,878 SH 2,467,773 2,467,773
WATTS WATER TECHNOLOGIES INC, 3,171 SH 463,695 463,695
WISE PLC, 4,999 SH 33,843 33,843

TY 2022 InvestmentsOtherSchedule2
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACON LATIN AMERICA OPPORTUNITIES IV LP FMV 4,355,951 4,355,951
ACON LATIN AMERICAN OPPORTUNITIES FUND FMV 697,769 697,769
AG REALTY FUND VIII LP FMV 822,301 822,301
APOLLO NATURAL RESOURCES PARTNERS II LP FMV 1,771,742 1,771,742
ARROWMARK GLOBAL OPPORTUNITY FUND II FMV 3,390,238 3,390,238
ARROWMARK GLOBAL OPPORTUNITY FUND III FMV 5,087,775 5,087,775
ASM CONNAUGHT HOUSE FUND LP FMV 3,981,724 3,981,724
BLUE VISTA REAL ESTATE PARTNERS IV (TAX-EXEMPT) LP FMV 2,024,826 2,024,826
BLUE VISTA REAL ESTATE PARTNERS V (TAX-EXEMPT) LP FMV 3,185,901 3,185,901
BROOKFIELD STRATEGIC REAL ESTATE PARTNERS IV ICAPITAL OFFSHORE ACCESS FD LP FMV 1,378,608 1,378,608
CERBERUS GLOVAL NPL FEEDER FUND LP FMV 3,631,803 3,631,803
CIP VI INSTITUTIONAL FEEDER LP FMV 5,788,708 5,788,708
ENERGY CAPITAL PARTNERS III-B LP FMV 1,765,842 1,765,842
ENERGY CAPITAL PARTNERS MEZZANINE OPPORTUNITIES FUND OFFSHORE LP FMV 344,193 344,193
FRANCISCO PARTNERS IV-A FMV 3,269,110 3,269,110
FRANCISCO PARTNERS V-B LP FMV 2,724,237 2,724,237
FRANCISCO PARTNERS VI-B LP FMV 3,894,201 3,894,201
GLOBAL TIMBER INVESTORS 10 FMV 3,565,917 3,565,917
HARBERT EUROPEAN REAL ESTATE FUND V (SCOTLAND) LP FMV 2,009,727 2,009,727
HIG BAYSIDE LOAN OPPORTUNITY FEEDER FUND VI LP FMV 3,484,438 3,484,438
ICAPITAL-BLACKSTONE SP IX OFFSHORE ACCESS FUND LP FMV 1,335,942 1,335,942
INDUSTRY VENTURES PARTNERSHIP HOLDINGS V LP FMV 9,722,697 9,722,697
INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI LP FMV 1,656,768 1,656,768
INDUSTRY VENTURES TECHNOLOGY BUYOUT II LP FMV 606,912 606,912
INSTITUTIONAL VENTURE PARTNERS XIV LP FMV 2,366,775 2,366,775
INSTITUTIONAL VENTURE PARTNERS XV LP FMV 4,803,875 4,803,875
INSTITUTIONAL VENTURE PARTNERS XVI LP FMV 3,826,151 3,826,151
INSTITUTIONAL VENTURE PARTNERS XVII LP FMV 3,837,543 3,837,543
KNIGHTHEAD OFFSHORE FUND LTD FMV 18,007,250 18,007,250
LEXINGTON PARTNERS VII OFFSHORE LP FMV 695,440 695,440
LONE STAR FUND VIII (US) LP FMV 371,816 371,816
LONE STAR REAL ESTATE FUND II (US) LP FMV 12,941 12,941
LYME FOREST FUND IV TE LP FMV 2,838,227 2,838,227
LYME FOREST FUND V FB TAX-EXEMPT LP FMV 5,807,923 5,807,923
NGP NATURAL RESOURCES XI LP FMV 4,048,251 4,048,251
NORTH ROCK FUND LTD FMV 13,798,337 13,798,337
NORTHERN SHIPPING FUND III LP FMV 368,081 368,081
OAK HILL ADVISORS EUROPEAN STRAGETIC CREDIT FUND (OFFSHORE) LP FMV 245,166 245,166
ORBIMED ASIA PARTNERS III LP FMV 8,930,284 8,930,284
ORBIMED ASIA PARTNERS IV LP FMV 3,701,983 3,701,983
ORBIMED ISRAEL PARTNERS II FMV 4,180,118 4,180,118
PARTNERS GROUP REAL ESTATE OPPORTUNITIES 2019 (USD) A OPCO LP FMV 3,264,118 3,264,118
PARTNERS GROUP REAL ESTATE SECONDARY 2017 (CLASS P) LP FMV 3,872,840 3,872,840
PG REAL ESTATE SECONDARY 2013 (USD) P LP FMV 2,579,090 2,579,090
ROSE GROVE OFFSHORE FUND I LTD FMV 14,433,391 14,433,391
RRG SUSTAINABLE WATER IMPACT FD-B LP FMV 4,025,947 4,025,947
STERLING INVESTMENT PARTNERS III LP FMV 4,302,457 4,302,457
STERLING INVESTMENT PARTNERS IV LP FMV 1,932,746 1,932,746
STRATEGIC VALUE PARTNERS OFFSHORE FMV 11,749,499 11,749,499
VARDE EUROPEAN REAL ESTATE FEEDER FUND LP FMV 843,668 843,668
WCP REAL ESTATE FUND III LP FMV 914,325 914,325

TY 2022 LegalFeesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 6,272 0   6,272


TY 2022 OtherDecreasesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Amount
UNREALIZED LOSS ON SECURITIES 106,434,816


TY 2022 OtherExpensesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 251,304 75,391   175,913
TELEPHONE 6,401 1,920   4,481
CONSULTING FEES 218,774 218,774   0
INSURANCE 43,692 0   43,692
TECHNOLOGY 43,591 0   43,591
ADR FEE 3,828 3,828   0
OTHER EXPENSES 884 0   884
LP 98-0622302 0 5,955   0
LP 98-1129300 0 53,168   0
LP 27-2996434 0 2,484   0
LP 38-3953815 0 33,783   0
LP 98-1151606 0 18,663   0
LP 32-0454714 0 28,853   0
LP 82-4981697 0 91,212   0
LLC 84-3816865 0 2,658   0
LP 98-1246405 0 24,941   0
LP 38-3913015 0 63,262   0
LP 98-1184819 0 26,521   0
LP 98-1385841 0 23,300   0
LP 98-1520786 0 130,918   0
LP 82-4774625 0 129,752   0
LP 86-2594943 0 92,074   0
LP 87-4625590 0 64,719   0
LP 80-0825725 0 51,542   0
LP 47-3115185 0 68,075   0
LP 82-2196904 0 48,733   0
LP 85-1635653 0 146,545   0
LP 30-0567961 0 423   0
LP 99-0384770 0 1,119   0
LP 47-1245315 0 1,221,730   0
LP 98-1325964 0 97,836   0
LP 84-3786860 0 128,881   0
LP 98-1281526 0 90,294   0
LP 98-1662755 0 43,189   0
LP 46-4098482 0 72,489   0
LP 82-1236151 0 101,988   0
LP 84-3522755 0 82,443   0
LP 46-1712320 0 11,526   0
LP 84-3971737 0 102,093   0
LP 47-5189160 0 53,731   0
LP 82-4015782 0 46,514   0
LP 27-4591086 0 5,495   0
LP 98-1465687 0 168,795   0
LP 87-1225271 0 141,814   0


TY 2022 OtherIncomeSchedule2
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 8,458 0 8,458
LP 98-0622302 0 2,094 0
LP 27-2996434 0 -9,727 0
LP 81-4909586 0 84 0
LP 38-3953815 0 18,144 0
LP 98-1151606 0 496,784 0
LLC 84-3816865 0 -5,696 0
LP 98-1246405 0 140,934 0
LP 38-3913015 0 306 0
LP 98-1184819 0 -261 0
LP 98-1385841 0 -1,094 0
LP 82-4774625 0 -191 0
LP 86-2594943 0 -11 0
LP 80-0825725 0 -4 0
LP 30-0567961 0 -20,016 0
LP 99-0384770 0 51 0
LP 47-1245315 0 1,988,977 0
LP 47-5233583 0 -774 0
LP 98-1325964 0 -99 0
LP 98-1281526 0 26 0
LP 46-4098482 0 70,199 0
LP 82-1236151 0 -19,556 0
LP 84-3522755 0 -21,772 0
LP 47-5189160 0 -80,557 0
LP 27-4591086 0 172,825 0
LP 87-1225271 0 -15,401 0
LESS, UBI 0 -1,347,606 0


TY 2022 OtherIncreasesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Amount
DEFERRED TAX BENEFIT 1,500,000


TY 2022 OtherLiabilitiesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITIES 2,100,000 600,000


TY 2022 OtherProfessionalFeesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 977,349 977,349   0
PROFESSIONAL FEES 4,033 0   4,033


TY 2022 TaxesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 423,503 0   0
UNRELATED BUSINESS INCOME TAXES 24,200 0   0
LP 98-1129300 0 1,263   0
LP 98-1151606 0 79   0
LP 82-4774625 0 96   0
LP 30-0567961 0 239   0
LP 98-1325964 0 325   0
LP 84-3786860 0 586   0
LP 46-4098482 0 4,993   0
LP 82-1236151 0 4,891   0