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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BERNICE BARBOUR FOUNDATION INC 5487-00-40
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O GLENMEDE TRUST CO NA 1650
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA191037391
A Employer identification number

22-2779967
B Telephone number (see instructions)

(215) 419-6000
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$23,886,656J 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      
4 Dividends and interest from securities... 497,400 497,400  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 417,641
b Gross sales price for all assets on line 6a 5,587,802
7 Capital gain net income (from Part IV, line 2)... 417,641
8 Net short-term capital gain......... 0
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
List of Attached Documents:
// Content
152,084 141,778  
12 Total. Add lines 1 through 11........ 1,067,125 1,056,819  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 91,667     91,667
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,000 0 0 11,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
247,069 147,069   100,000
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,953 4,953   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,781 0 0 12,781
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,680     11,680
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 379,150 152,022 0 227,128
25 Contributions, gifts, grants paid....... 887,535 887,535
26 Total expenses and disbursements. Add lines 24 and 25 1,266,685 152,022 0 1,114,663
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -199,560
b Net investment income (if negative, enter -0-) 904,797
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 209,909 891,487 891,487
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,810,037 17,815,568 22,995,169
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) 19,019,946 18,707,055 23,886,656
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
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...........    
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........ 19,019,946 18,707,055
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)..... 19,019,946 18,707,055
30 Total liabilities and net assets/fund balances (see instructions). 19,019,946 18,707,055
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
19,019,946
2
Enter amount from Part I, line 27a .....................
2
-199,560
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,128
4
Add lines 1, 2, and 3 ..........................
4
18,823,514
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
116,459
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,707,055
Form 990-PF (2023)
Form 990-PF (2023)
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 70000. ABBOTT LABORATORIES DTD 11/22/2016 3.449% 11/30/2023   2017-01-06 2023-11-30
b 253.234 AB SMALL CAP VALUE PORTFOLIO   2022-12-07 2023-09-01
c 6171.158 AB SMALL CAP VALUE PORTFOLIO   2022-02-03 2023-09-01
d 546.016 AMERICAN BEACON BRIDGEWAY LRG CAP VAL     2023-01-12
e 22039.71 AMERICAN BEACON BRIDGEWAY LRG CAP VAL     2023-01-12
822.251 AMERICAN BEACON LONDON INCOME EQUITY   2022-12-22 2023-09-01
31286.91 AMERICAN BEACON LONDON INCOME EQUITY     2023-09-01
100000. BANK OF AMERICA CORPORATION DTD 1/11/2013 3.3% 1/11/2023   2017-01-11 2023-01-11
7000. BRISTOL MYERS SQUIBB CO.     2023-05-03
2100. CATERPILLAR INC.   2021-04-13 2023-02-15
4500. CERENCE INC     2023-01-31
100000. DR. PEPPER SNAPPLE GROUP INC DTD 12/14/2016 3.13% 12/15/2023   2016-12-07 2023-12-15
150000. FNMA DTD 6/19/2020 0.5% 6/17/2025     2023-11-09
17814.0388 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-01-25
17733.4863 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-02-27
17653.1788 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-03-27
17571.9688 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-04-25
17487.7613 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-05-25
17397.7238 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-06-26
17313.7713 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-07-25
17230.8913 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-08-25
17145.5025 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-09-25
17063.805 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-10-25
16980.8663 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-11-27
16899.115 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2023-12-26
1205. POLEN GROWTH FUND - INS   2020-03-10 2023-12-12
150000. HSBC USA INC DTD 5/24/2022 3.75% 5/24/2024   2022-11-30 2023-03-16
9921. OAKMARK INTERNATIONAL FUND     2023-09-01
758. INVESCO S&P 500 EQUAL WEIGHT PORT   2021-01-14 2023-05-02
800. ISHARES 20+ YEAR TREASURY BOND ETF   2023-09-01 2023-12-01
84000. KELLOGG COMPANY DTD 11/15/2016 2.6868095% 12/1/2023   2017-05-23 2023-12-01
30000. KINDER MORGAN INC     2023-05-05
667.312 MATTHEWS PACIFIC TIGER FD - IS     2023-09-01
8054.322 MATTHEWS PACIFIC TIGER FD - IS     2023-09-01
4952. PGIM SELECT REAL ESTATE FUND     2023-05-02
2700. SKYWORKS SOLUTIONS INC   2020-11-02 2023-08-18
105000. US TREASURY BONDS DTD 8/16/1993 6.25% 8/15/2023     2023-08-15
100000. UNITED STATES TREASURY NOTES DTD 3/31/2017 2.125% 3/31/2024   2022-11-30 2023-06-13
190000. UNITED STATES TREASURY NOTES DTD 2/15/2023 4% 2/15/2026   2023-03-21 2023-12-04
4945.598 VANGUARD SHORT-TERM INVESTMENT GRADE DTD 9/1/2013   2023-05-02 2023-09-01
900. ZEBRA TECH CL A   2019-08-07 2023-08-18
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
60. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
79. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
13. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
91. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
15. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
14. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
16. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
200. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
16. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
200. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
14. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
100. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
82. MEDTRONIC PLC SHS   2015-01-27 2023-06-14
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 70,000   69,773 227
b 3,350   3,327 23
c 81,644   95,715 -14,071
d 13,503   12,695 808
e 545,042   461,599 83,443
17,243   16,914 329
656,086   508,540 147,546
100,000   100,542 -542
469,411   421,274 48,137
517,961   481,443 36,518
110,857   75,197 35,660
100,000   100,542 -542
139,421   148,591 -9,170
80   86 -6
81   87 -6
80   87 -7
81   88 -7
84   91 -7
90   97 -7
84   91 -7
83   89 -6
85   92 -7
82   88 -6
83   90 -7
82   88 -6
50,369   39,970 10,399
144,576   147,339 -2,763
261,914   255,122 6,792
109,538   100,746 8,792
74,146   76,582 -2,436
84,000   83,139 861
510,503   383,368 127,135
13,293   13,833 -540
160,442   201,464 -41,022
58,186   70,450 -12,264
282,211   382,091 -99,880
105,000   138,220 -33,220
97,550   96,754 796
187,788   189,949 -2,161
49,407   50,000 -593
244,826   183,028 61,798
8,772   7,431 1,341
8,772   7,431 1,341
5,267   4,459 808
8,783   7,431 1,352
6,939   5,870 1,069
1,142   966 176
7,994   6,762 1,232
8,785   7,431 1,354
1,318   1,115 203
8,789   7,431 1,358
8,792   7,431 1,361
8,794   7,431 1,363
8,795   7,431 1,364
1,232   1,040 192
8,797   7,431 1,366
1,409   1,189 220
8,806   7,431 1,375
8,809   7,431 1,378
8,810   7,431 1,379
17,624   14,862 2,762
8,813   7,431 1,382
8,815   7,431 1,384
1,411   1,189 222
8,819   7,431 1,388
8,823   7,431 1,392
17,656   14,862 2,794
8,830   7,431 1,399
8,831   7,431 1,400
1,236   1,040 196
8,832   7,431 1,401
8,832   7,431 1,401
8,836   7,431 1,405
8,837   7,431 1,406
8,845   7,431 1,414
8,860   7,431 1,429
8,861   7,431 1,430
8,863   7,431 1,432
8,777   7,431 1,346
7,202   6,093 1,109
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
      20,132
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       227
b       23
c       -14,071
d       808
e       83,443
      329
      147,546
      -542
      48,137
      36,518
      35,660
      -542
      -9,170
      -6
      -6
      -7
      -7
      -7
      -7
      -7
      -6
      -7
      -6
      -7
      -6
      10,399
      -2,763
      6,792
      8,792
      -2,436
      861
      127,135
      -540
      -41,022
      -12,264
      -99,880
      -33,220
      796
      -2,161
      -593
      61,798
      1,341
      1,341
      808
      1,352
      1,069
      176
      1,232
      1,354
      203
      1,358
      1,361
      1,363
      1,364
      192
      1,366
      220
      1,375
      1,378
      1,379
      2,762
      1,382
      1,384
      222
      1,388
      1,392
      2,794
      1,399
      1,400
      196
      1,401
      1,401
      1,405
      1,406
      1,414
      1,429
      1,430
      1,432
      1,346
      1,109
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 417,641
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 12,577
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 12,577
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 12,577
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 27,073
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 27,073
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 14,496
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow14,496 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowNJ
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 .Click to see attachment
List of Attached Documents:
// Content
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.BERNICEBARBOUR.ORG
14
The books are in care ofright arrowCO GLENMEDE TRUST CONA Telephone no.right arrow (215) 419-6000

Located atright arrow1650 MARKET ST STE 1200PHILADELPHIAPA ZIP+4right arrow191037391
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
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
 
 
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
Kathryn Champ Executive Director and Trustee
40 		73,667    
3791 Hampstead Rd
La Canada,CA91011
Sterling Champ Treasurer
2 		2,000    
3791 Hampstead Rd
La Canada,CA91011
Judith Little Trustee
1 		2,000    
595 Madison Avenue Suite 3100
New York,NY10022
Kristina Lloyd Trustee
1 		2,000    
12550 Sunnydale Drive
Wellington,FL33414
Heather Lloyd Trustee
1 		2,000    
12482 Cypress Island Way
Wellington,FL33414
Karen Lloyd Trustee
1 		2,000    
12482 Cypress Island Way
Wellington,FL33414
Alicia Nogales Trustee
1 		2,000    
3855 Jackson Street
San Francisco,CA94118
Eve Lloyd Thompson Trustee
1 		0    
12510 Mallet Circle
Wellington,FL33414
Henry Turmon President
1 		2,000    
870 Ashbury Street
San Francisco,CA94117
GREG LITTLE TRUSTEE
1 		2,000    
3855 JACKSON ST
SAN FRANCISCO,CA94118
Jacqueline Little TRUSTEE
1 		2,000    
870 Ashbury St
San Francisco,CA94117
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
The Glenmede Trust Co N A INVESTMENT & OTHER 181,690
1650 MARKET ST STE 1200
PHILADELPHIA,PA19103
MCRAE INVESTMENT 76,379
230 MADISON AVE
MORRISTOWN,NJ07960
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 arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
22,333,479
b
Average of monthly cash balances.......................
1b
1,143,517
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
23,476,996
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
23,476,996
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
352,155
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,124,841
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,156,242
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
1,156,242
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,577
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,577
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,143,665
4
Recoveries of amounts treated as qualifying distributions................
4
7,500
5
Add lines 3 and 4............................
5
1,151,165
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
1,151,165
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
1,114,663
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,114,663
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,151,165
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 94,447
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,114,663
a Applied to 2022, but not more than line 2a 94,447
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 2023 distributable amount..... 1,020,216
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		130,949
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KATHRYN CHAMP
3791 HAMPSTEAD RD
LA CANADA,CA91011
(818) 952-4934
KATY@BERNICEBARBOUR.ORG
bThe form in which applications should be submitted and information and materials they should include:
Please check the foundation's website for updates.
cAny submission deadlines:
August 15
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Please contact the foundation for details.
Form 990-PF (2023)
Form 990-PF (2023)
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

Alley Cat Advocates Inc

3524 NEWBURG RD
Louisville,KY40218 		NONE PC SPAY TODAY - MOBILE HOME 15,000

American Black And Tan Coonhound
Rescue Inc
9714 SAGAMORE RD
Leawood,KS662062314 		NONE PC HEARTS FULL OF LOVE 5,000

Animal Friends Alliance

2321 E MULBERRY ST
Fort Collins,CO80524 		NONE PC SHELTER ANIMAL MEDICAL CARE 15,000

Animal Friends Inc

562 CAMP HORNE ROAD
Pittsburgh,PA15237 		NONE PC ANIMAL FRIENDS PET 15,000

Animal Rescue League Of Iowa Inc

5452 NE 22ND ST
Des Moines,IA50313 		NONE PC VETERINARY ASSISTANCE FOR 15,000

Animal Rescue Veterinary Services

194 ROCKINGHAM RD
Londonderry,NH03053 		NONE PC FERAL CAT SPAY AND NEUTER 11,000

Animal Welfare Association Inc

509 CENTENNIAL BLVD
Voorhees,NJ08043 		NONE PC EXTENDING A LIFELINE 10,000

Austin Pets Alive

1156 WEST CESAR CHAVEZ
Austin,TX78703 		NONE PC AUSTIN PETS ALIVE! DOG 10,000

Bideawee Inc

410 EAST 38TH STREET
New York,NY10016 		NONE PC BIDEAWEE: SECOND START 10,000

Capital Area Humane Society

7095 WEST GRAND RIVER AVENUE
Lansing,MO48906 		NONE PC TNR COMMUNITY CATS 7,750

Cascades Raptor Center

PO BOX 5386
Eugene,OR97405 		NONE PC TRAINING & REHABILITATION 8,000

Cat Rescue Of Maryland Inc

6400 BALTIMORE NATIONAL PIKE BOX 30
Baltimore,MD212283915 		NONE PC TNR VETERINARY CARE FOR 5,000

Cats Exclusive Inc

6350 W ATLANTIC BLVD
Margate,FL33063 		NONE PC ADOPTION PREP FOR RESCUED 7,000

Cleveland Animal Protective League

1729 WILLEY AVENUE
Cleveland,OH44113 		NONE PC SPAY IT FORWARD TNR 15,000

Community Animal Welfare Society

PO BOX 709629
Sandy,UT840709629 		NONE PC CAWS CAT & KITTEN ADOPTION 10,000

Community Cat Coalition of Clark County

PO BOX 570683
Las Vegas,NV891570683 		NONE PC C5 TNR AND CARE OF 7,500

Days End Farm Horse Rescue

1372 WOODBINE ROAD
Woodbine,MD21797 		NONE PC RESCUING & REHABILITATING 6,500

Fayette Humane Society Inc

P O BOX 244
FAYETTEVILLE,GA30214 		NONE PC FREEDOM RIDES 5,000

First Coast No More Homeless Pets Inc

6817 NORWOOD AVENUE
Jacksonville,FL32208 		NONE PC COMMUNITY CAT INITIATIVE 15,000

Fix Our Ferals

12226 SAN PABLO AVENUE
Richmond,CA94805 		NONE PC SPAY/NEUTER SUPPLIES FOR 5,785

Florida Wild Mammal Association Inc

198 EDGAR POOLE ROAD
Crawfordville,FL32327 		NONE PC SECOND CHANCE FOR WILDLIFE 9,000

For Our Friends Inc

PO BOX 203
Oakland Gardens,NY11364 		NONE PC SAVING PETS FROM EUTHANASIA 5,000

Frederick County Humane Society

550 HIGHLAND STREET NO 200
Frederick,MD21701 		NONE PC QUICK FIX 2024 6,500

Freedom Hill Horse Rescue

PO BOX 606
Dunkirk,MD20754 		NONE PC EQUINE FORAGE AND 5,000

Friends For Animals of Metro Detroit

2661 GREENFIELD RD
Dearborn,MI48120 		NONE PC STERILIZATION SURGERIES FOR 15,000

Friends Of Felines Inc

PO BOX 325
Port Republic,MD20676 		NONE PC FERAL CATS AND KITTENS 7,000

Friends Of Ferdinand Indiana Inc

PO BOX 262
Mooresville,IN46158 		NONE PC RETIRED FROM RACING, NOT 5,000

Friends Of The Animals Baton Rouge Inc

6262 HIGHLAND RD
Baton Rouge,LA70808 		NONE PC HEARTFELT THANKS 7,000

Friends Of The Sea Lion Inc

20612 LAGUNA CANYON RD
Laguna Beach,CA92651 		NONE PC ANIMAL CARE AND HABITAT 8,000

Greater Androscoggin Humane Society

55 STRAWBERRY AVENUE
Lewiston,ME04240 		NONE PC ANIMAL MEDICAL ASSISTANCE 7,000

Greater New Haven Cat Project Inc

PO BOX 1432
NEW HAVEN,CT06506 		NONE PC VETERINARY CARE FOR GNHCP 6,000

Haywood Animal Welfare Association Inc

182 RICHLAND STREET UNIT 1
Waynesville,NC28786 		NONE PC BEAT THE HEAT 5,000

Heartland Humane Society

398 SW TWIN OAK CIRCLE
Corvallis,OR97333 		NONE PC FY 23-24 SURGERY PROGRAM 12,000

Hobo Hotel Inc

650 E SCHOOL STREET
Lake Charles,LA70607 		NONE PC PLANNING FOR THE NEXT 25! 10,000

Humane Society For Seattle-King Co

13212 SE EASTGATE WAY
Bellevue,WA98005 		NONE PC COMMUNITY MEDICINE PROGRAM 10,000

Oregon Humane Society

4246 TURNER ROAD SE PO BOX 13005
Salem,OR97309 		NONE PC OHS SALEM COMMUNITY CATS 10,000

Humane Society Of Tampa Bay Inc

3607 N ARMENIA AVE
Tampa,FL33607 		NONE PC MEDICAL CARE FOR SHELTER 14,000

Kansas Humane Society Of Wichita Inc

3313 N HILLSIDE
WICHITA,KS67219 		NONE PC ADDRESSING THE 10,000

League For Animal Welfare

4193 TAYLOR ROAD
Batavia,OH45103 		NONE PC SUBSIDIZED COMMUNITY 6,000

Longmont Humane Society Inc

9595 NELSON ROAD
Longmont,CO80501 		NONE PC TRAINING & BEHAVIOR 10,000

Louisiana SPCA

1700 MARDI GRAS BLVD
New Orleans,LA70114 		NONE PC ACCESS TO WELLNESS 10,000

Merrimack River Feline Rescue
Society Inc
63 ELM STREET
Salisbury,MA01952 		NONE PC FERAL CAT SPAY/NEUTER 10,000

Metro East Humane Society

8495 STATE ROUTE 143
Edwardsville,IL62025 		NONE PC MADISON COUNTY INTAKE 5,000

Mississippi Spay & Neuter

657 HIGHWAY 49 S
Richland,MS39218 		NONE PC REDUCING ANIMAL SUFFERING 5,000

Paws South Florida Rescue Inc

6879 NW 28TH AVENUE
Fort Lauderdale,FL33309 		NONE PC SPAY-NEUTER AT-RISK CATS IN 5,000

Pelican Harbor Seabird Station

1279 79TH STREET CAUSEWAY
Miami,FL33138 		NONE PC WILDLIFE RESCUE, 12,500

Point Blue Conservation Science

3820 CYPRESS DRIVE SUITE 11
Petaluma,CA94954 		NONE PC PROTECTING WHALES FROM 35,000

Project Safe Pet

168 HIGHWAY 274 311
Lake Wylie,SC29710 		NONE PC COMMUNITY SPAY/NEUTER 8,000

Rocky Mountain Raptor Program

2519 S SHIELDS STREET 1K-115
Fort Collins,CO80526 		NONE PC ROCKY MOUNTAIN RAPTOR 10,000

Sarvey Wildlife Care Center

13106 148TH ST NE
Arlington,WA98223 		NONE PC HOSPITAL ICU CAGING 5,000

Bennington County Humane Society Inc

1779 VT ROUTE 7A
Arlington,VT05250 		NONE PC EQUIPMENT PURCHASE TO MEET 5,000

Spay and Neuter Kansas City

1116 E 59TH ST
Kansas City,MO64110 		NONE PC VETERINARY OUTREACH 7,500

Spay-Neuter Assistance Program Inc

PO BOX 70286
Houston,TX77270 		NONE PC EMPOWERING PEOPLE & PETS 7,500

St Hubert's Animal Welfare Center

575 WOODLAND AVENUE PO BOX 159
Madison,NJ07940 		NONE PC GENERAL OPERATIONS SUPPORT 10,000

Stop The Suffering

452 OVERBROOK DRIVE
Columbus,OH43214 		NONE PC RURAL AND SHELTER PETS 6,500

The Spayed Club

930 MACDADE BLVD
Collingdale,PA19023 		NONE PC SPAY/NEUTER FOR 200 CATS OR 8,000

Tree House Humane Society

7225 N WESTERN AVENUE
Chicago,IL60645 		NONE PC CARING FOR CHICAGO'S CATS 8,000

Tri-State Bird Rescue And Research Inc

170 POSSUM HOLLOW ROAD
Newark,DE19711 		NONE PC WILD BIRD CLINIC RELIEF 5,000

University of Idaho Foundation

875 PERIMETER DR
Moscow,ID83844 		NONE PC HOW DO HUNTING AND TRAPPING 15,000

University of Pennsylvania Veterinary
School
3800 SPRUCE ST
Philadelphia,PA19104 		NONE PC SUPPORT STAFF SALARIES & 150,000

Woodlands Wildlife Refuge Inc

676 COUNTY ROAD 513
Pittstown,NJ08867 		NONE PC SAVING WILDLIFE THROUGH 20,000

Monterey Bay Salmon and Trout Project

101 COOPER ST
Santa Cruz,CA95060 		NONE PC GENOTYPING ENDANGERED COHO 6,000

UC Regents

UNIVERSITY OF CALIFORNIA
Davis,CA95616 		NONE PC DAVIS WILDLIFE DISASTER 150,000

Wags And Whiskers Pet Rescue Inc

180 MILLER ROAD
Cookeville,TN38501 		NONE PC SUBSIDIZE SPAY/NEUTER 7,500

Wildcare Eastern Sierra

PO BOX 368
Bishop,CA935150368 		NONE PC WILDLIFE REHABILITATION IN 10,000
Total .................................right arrow 3a 887,535
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 497,400  
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 .....     18 152,084  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 417,641  
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) ..   1,067,125  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,067,125
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 11,000     11,000

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Statement:
THE STATE OF NEW JERSEY ALLOWS ORGANIZATIONS WHO RECEIVE LESS THAN $10,000 IN GROSS CONTRIBUTIONS FOR THE FISCAL YEAR AND DO NOT COMPENSATE ANYONE IN CONNECTION WITH THE SOLICITATION OF FUNDS TO UNREGISTER WITH THE DIVISION OF CONSUMER AFFAIRS. THE FOUNDATION ELECTS TO BE AN AN-UNREGISTERED CHARITY.

TY 2023 OtherDecreasesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Description Amount
PARTNERSHIP COST BASIS ADJ 116,459


TY 2023 OtherExpensesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 3,657 0   3,657
WEBSITE AND INTERNET 4,125 0   4,125
OFFICE EXPENSE 3,837 0   3,837
NJ ANNUAL REPORT FEE 61 0   61


TY 2023 OtherIncomeSchedule2
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 152,084 141,778  


TY 2023 OtherIncreasesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Description Amount
MISC ADJ 3,125
ROUNDING DIFF 3


TY 2023 OtherProfessionalFeesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GLENMEDE INVESTMENT MANAGEMENT 70,690 70,690    
MCRAE INVESTMENT MANAGEMENT FE 76,379 76,379    
GLENMEDE ADVISORY FEE 100,000     100,000


TY 2023 TaxesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,585 2,585   0
FOREIGN TAXES ON QUALIFIED FOR 2,055 2,055   0
FOREIGN TAXES ON NONQUALIFIED 313 313   0