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
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$581,268,608J 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 141 141  
4 Dividends and interest from securities... 13,214,881 14,438,730  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,824,211
b Gross sales price for all assets on line 6a 56,186,029
7 Capital gain net income (from Part IV, line 2)... 17,193,761
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,108 -151,745  
12 Total. Add lines 1 through 11........ 26,044,341 31,480,887  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 300,000 90,000   210,000
14 Other employee salaries and wages...... 295,257 88,577   206,680
15 Pension plans, employee benefits....... 95,902 28,771   67,131
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,041 0   4,041
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
103,688 51,844   51,844
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
907,284 903,203   4,081
17 Interest............... 175,047 0   175,047
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
646,941 66,911   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,760 0   10,760
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
618,365 2,780,904   292,599
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,157,285 4,010,210   1,022,183
25 Contributions, gifts, grants paid....... 17,166,730 25,021,830
26 Total expenses and disbursements. Add lines 24 and 25 20,324,015 4,010,210   26,044,013
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,720,326
b Net investment income (if negative, enter -0-) 27,470,677
c Adjusted net income (if negative, enter -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............. 145,571 96,398 96,398
2 Savings and temporary cash investments......... 6,635,590 14,420,696 14,420,696
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)....... 259,840,434 Click to see attachment
List of Attached Documents:
// Content
269,145,862 		269,145,862
c Investments—corporate bonds (attach schedule)....... 85,539,799 Click to see attachment
List of Attached Documents:
// Content
93,593,444 		93,593,444
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).......... 196,255,572 Click to see attachment
List of Attached Documents:
// Content
204,012,208 		204,012,208
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) 548,416,966 581,268,608 581,268,608
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 20,310,017 12,454,917
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 4,797,000  
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
600,000 		Click to see attachment
List of Attached Documents:
// Content
1,140,000
23 Total liabilities (add lines 17 through 22)......... 25,707,017 13,594,917
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........... 522,709,949 567,673,691
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)..... 522,709,949 567,673,691
30 Total liabilities and net assets/fund balances (see instructions). 548,416,966 581,268,608
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
522,709,949
2
Enter amount from Part I, line 27a .....................
2
5,720,326
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
39,783,416
4
Add lines 1, 2, and 3 ..........................
4
568,213,691
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
540,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
567,673,691
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 PUBLICLY TRADED SECURITIES      
b NORTHERN SHIPPING FUND III P 2016-10-01 2023-05-31
c ANRP II (AIV L-TKK), LP P 2020-06-01 2023-12-31
d ANRP II (AIV-C), LP P 2022-06-01 2023-12-31
e ANRP II 892/TE (CONDUIT AIV P-II), LP P 2020-06-01 2023-12-31
ANRP II TE (CONDUIT AIV III-R), LP P 2016-06-01 2023-12-31
ANRP II TE (CONDUIT AIV PA-L C), LP P 2017-06-01 2023-12-31
LP 27-4591086 P    
LP 30-0567961 P    
LP 38-3913015 P    
LP 38-3953815 P    
LP 46-1712320 P    
LP 46-4098482 P    
LP 47-1245315 P    
LP 47-3115185 P    
LP 47-5189160 P    
LP 80-0825725 P    
LP 81-4307778 P    
LP 81-5082730 P    
LP 82-1236151 P    
LP 82-1439441 P    
LP 82-2196904 P    
LP 82-4015782 P    
LP 82-4774625 P    
LP 84-3522755 P    
LP 84-3786860 P    
LP 84-3971737 P    
LP 86-2594943 P    
LP 87-1225271 P    
LP 87-4625590 P    
LP 98-1129300 P    
LP 98-1151606 P    
LP 98-1184819 P    
LP 98-1246405 P    
LP 98-1281526 P    
LP 98-1325964 P    
LP 98-1385841 P    
LP 98-1520786 P    
LP 98-1587060 P    
LP 99-0384770 P    
REMOVE UBI P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 55,528,332   43,361,818 12,166,514
b 54,123     54,123
c 1     1
d 35     35
e     13,706 -13,706
658     658
4,424     4,424
      -65,971
      5,940
      16,082
      29,371
      774,164
      25,218
      464,053
      -30,571
      5,811
      -96,580
      -18,376
      151,328
      64,384
      -94,281
      12,223
      10,834
      -48,009
      38,963
      -31,838
      1,208,284
      10,105
      57,247
      -408
      653,704
      -7,101
      1,391
      283,122
      -25,010
      174,561
      283,304
      553,654
      -35
      60,214
      -141,762
657,697     657,697
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       12,166,514
b       54,123
c       1
d       35
e       -13,706
      658
      4,424
      -65,971
      5,940
      16,082
      29,371
      774,164
      25,218
      464,053
      -30,571
      5,811
      -96,580
      -18,376
      151,328
      64,384
      -94,281
      12,223
      10,834
      -48,009
      38,963
      -31,838
      1,208,284
      10,105
      57,247
      -408
      653,704
      -7,101
      1,391
      283,122
      -25,010
      174,561
      283,304
      553,654
      -35
      60,214
      -141,762
      657,697
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 17,193,761
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) 1 381,842
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........................... 3 381,842
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- ..... 5 381,842
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 355,161
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 190,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 545,161
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 153
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 10 163,166
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow163,166 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$ 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 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 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 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)
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
DUNCAN A 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
FREDERICK R HAAS VICE CHAIR
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
KRISTIN ROSS ROBINSON EXECUTIVE DIRECTOR/ASST. TREASURER
40.00 		300,000 33,042 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 		121,587 9,647 0
1717 ARCH ST SUITE 1430
PHILADELPHIA,PA19103
KATE K HOLDSWORTH GRANTS AND OPERATION
40.00 		110,558 13,548 0
1717 ARCH ST SUITE 1430
PHILADELPHIA,PA19103
HAZEL EATON OPERATIONS ASSISTANT
32.00 		63,113 8,223 0
1717 ARCH ST SUITE 1430
PHILADELPHIA,PA19103
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
WELLS FARGO BANK NA INVESTMENT MANAGEMENT FEES 673,862
420 MONTGOMERY STREET
SAN FRANCISCO,CA94104
EDGEWOOD MANAGEMENT INVESTMENT MANAGEMENT FEES 188,557
535 MADISON AVENUE 15TH FLOOR
NEW YORK,NY10022
SEGAL MARCO ADVISORS CONSULTING FEES 173,892
116 HUNTINGTON AVENUE
BOSTON,MA021165744
FO HOUSTOUN CONSULTING FEES 130,287
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
CLIFTONLARSONALLEN LLP ACCOUNTING FEES 103,688
150 S WARNER ROAD SUITE 310
KING OF PRUSSIA,PA19406
Total number of others receiving over $50,000 for professional services.............right arrow1
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 (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
350,072,747
b
Average of monthly cash balances.......................
1b
13,361,944
c
Fair market value of all other assets (see instructions)................
1c
204,012,208
d
Total (add lines 1a, b, and c).........................
1d
567,446,899
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
567,446,899
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,511,703
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
558,935,196
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
27,946,760
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
27,946,760
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
381,842
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
191,884
c
Add lines 2a and 2b............................
2c
573,726
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
27,373,034
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
27,373,034
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
27,373,034
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
26,044,013
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
26,044,013
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 27,373,034
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 11,049,206
b From 2019...... 13,770,760
c From 2020...... 4,072,185
d From 2021......  
e From 2022...... 2,260,240
f Total of lines 3a through e ........ 31,152,391
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 26,044,013
a Applied to 2022, 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 2023 distributable amount..... 26,044,013
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 1,329,021 1,329,021
(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 29,823,370
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 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		9,720,185
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		20,103,185
10 Analysis of line 9:
a Excess from 2019.... 13,770,760
b Excess from 2020.... 4,072,185
c Excess from 2021....  
d Excess from 2022.... 2,260,240
e Excess from 2023....  
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).)
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 (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

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

AMERICAN DOCUMENTARY INC

20 JAY STREET SUITE 937
BROOKLYN,NY11201 		  PC SUPPORT FOR ONGOING PROGRAMS 198,412

AMERICAN JEWISH WORLD SERVICE INC

PO BOX 568
ETNA,NH03750 		  PC SUPPORT FOR ONGOING PROGRAMS 27,000

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 197,500

ARDEN THEATRE COMPANY

40 NORTH 2ND STREET
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

ATTIC YOUTH CENTER

255 SOUTH 16TH STREET
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING PROGRAMS 15,000

AYITI 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 30,000

BALLETX

1923 WASHINGTON AVENUE
PHILADELPHIA,PA19146 		  PC SUPPORT FOR ONGOING PROGRAMS 230,000

BEARDED LADIES CABARET

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

BIG DOG RESCUE PROJECT INC

605 W DICKSON ST 201
FAYETTEVILLE,AR72701 		  PC SUPPORT FOR ONGOING PROGRAMS 30,000

BIKE WORKS SEATTLE

3715 S HUDSON STREET 101
SEATTLE,WA98118 		  PC SUPPORT FOR ONGOING PROGRAMS 15,000

BLACKSTAR

1901 SOUTH 9TH STREET BOK 414
PHILADELPHIA,PA19148 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

BRIGHT INVENTION INC

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

BRISTOL RIVERSIDE THEATER COMPANY INC

120 RADCLIFFE STREET
BRISTOL,PA19007 		  PC SUPPORT FOR ONGOING PROGRAMS 40,000

BROWN UNIVERSITY

BOX 1893
PROVIDENCE,RI02912 		  PC SUPPORT FOR ENDOWMENT 800,000

CENTER FOR INVESTIGATIVE REPORTING

PO BOX 8307
EMERYVILLE,CA94662 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

CENTER FOR PUBLIC INTEGRITY

910 17TH STREET NW 7TH FLOOR
WASHINGTON,DC20006 		  PC SUPPORT FOR ONGOING PROGRAMS 75,000

CHILDREN FIRST PA

990 SPRING GARDEN STREET SUITE 200
PHILADELPHIA,PA19123 		  PC SUPPORT FOR ONGOING PROGRAMS 5,000

CHURCH OF THE HOLY TRINITY RITTENHOUSE SQUARE

1904 WALNUT STREET
PHILADELPHIA,PA19103 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 205,696

CIVIC NEWS COMPANY

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

CLIMATE SOLUTIONS

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

COMMON COUNSEL FOUNDATION

1624 FRANKLIN ST 1022
OAKLAND,CA94612 		  PC SUPPORT FOR WORKING GROUP OF THE COLOR CONGRESS INITIATIVE 25,000

COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON

9 SOUTH WENATCHEE AVENUE
WENATCHEE,WA98801 		  PC SUPPORT FOR ONGOING PROGRAMS 15,000

COUNCIL FOR RELATIONSHIPS INC

4025 CHESTNUT STREET 1ST FL
PHILADELPHIA,PA19104 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

CURTIS INSTITUTE OF MUSIC

1726 LOCUST STREET
PHILADELPHIA,PA19103 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

CYPRESS HOUSE AT ST LUKE'S

232 WYOMING AVE
SCRANTON,PA18503 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

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
PHILADELPHIA,PA19104 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

EARTHJUSTICE

810 THIRD AVENUE 610
SEATTLE,WA98104 		  PC SUPPORT FOR ONGOING PROGRAMS 1,000,000

EGO PO INC

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

ENVIRONMENTAL DEFENSE FUND INC

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

FARESTART

700 VIRGINIA STREET
SEATTLE,WA98101 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

FIRELIGHT MEDIA INC

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

FLORIDA STATE UNIVERSITY FOUNDATION INC

325 W COLLEGE AVE
TALLAHASSEE,FL32301 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 492,124

FOOD LIFELINE

815 SOUTH 96TH STREET
SEATTLE,WA98108 		  PC SUPPORT FOR ONGOING PROGRAMS 500,000

FOOD MOXIE

559 CARPENTER LANE
PHILADELPHIA,PA19119 		  PC SUPPORT FOR ONGOING PROGRAMS 40,000

FREE LIBRARY OF PHILADELPHIA FOUNDATION

1901 VINE STREET SUITE 111
PHILADELPHIA,PA19103 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

FRIENDS CENTRAL SCHOOL CORPORATION

1101 CITY AVENUE
WYNNEWOOD,PA19096 		  PC SUPPORT FOR ONGOING PROGRAMS 20,000

FRIENDS OF KEXP

472 1ST AVENUE NORTH
SEATTLE,WA98109 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

FRIENDS OF SEATTLE WATERFRONT

PO BOX 21272
SEATTLE,WA98111 		  PC SUPPORT FOR ONGOING PROGRAMS 200,000

FRIENDS OF THE WANAMAKER ORGAN INC

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

FRIENDS OF THE WISSAHICKON INC

40 W EVERGREEN AVE 108
PHILADELPHIA,PA19118 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

FRINGEARTS

140 N COLUMBUS BLVD AT RACE ST
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS AND CAPITAL IMPROVEMENTS 300,000

GERMAN SOCIETY OF PENNSYLVANIA

611 SPRING GARDEN STREET
PHILADELPHIA,PA19123 		  PC SUPPORT FOR ENDOWMENT 50,000

GLEN FOERD CONSERVATION CORPORATION

5001 GRANT AVENUE
PHILADELPHIA,PA19114 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 136,988

GREATER PHILADELPHIA FILM OFFICE

1515 ARCH STREET 11TH FLOOR
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING PROGRAMS 110,000

GROUNDTRUTH PROJECT INC

10 GUEST STREET
BOSTON,MA02135 		  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 400,000

INDEPENDENT ARTS & MEDIA

PO BOX 420442
SAN FRANCISCO,CA94142 		  PC SUPPORT FOR BACK POCKET 7,500

INDEPENDENT TELEVISION SERVICE INC

1435 FOLSOM STREET
SAN FRANCISCO,CA94103 		  PC SUPPORT FOR ONGOING PROGRAMS 123,000

INIS NUA THEATRE COMPANY

1700 SANSOM STREET SUITE 800
PHILADELPHIA,PA19103 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

INSTITUTE FOR JUSTICE AND DEMOCRACY IN HAITI INC

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

ITHACA COLLEGE

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

JOHNS HOPKINS UNIVERSITY

PO BOX 49143
BALTIMORE,MD21297 		  PC SUPPORT FOR THE CENTER FOR CLINICAL GLOBAL HEALTH EDUCATION 250,000

KIMMEL CENTER INC

300 S BROAD ST
PHILADELPHIA,PA19102 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 150,000

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 102
PHILADELPHIA,PA19119 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

LENFEST INSTITUTE FOR JOURNALISM LLC

100 S INDEPENDENCE MALL W 600
PHILADELPHIA,PA19106 		  SO I SUPPORT FOR ONGOING PROGRAMS 50,000

LIFELONG-HEALTH FOR ALL

210 SOUTH LUCILE STREET
SEATTLE,WA98108 		  PC SUPPORT FOR ONGOING PROGRAMS 30,000

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 ST 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 125,000

MEDIA IMPACT FUNDERS INC

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

METHOW CONSERVANCY

414 RIVERSIDE AVENUE PO BOX 71
WINTHROP,WA98862 		  PC SUPPORT FOR ONGOING PROGRAMS 600,000

METROPOLITAN OPERA ASSOCIATION INC

30 LINCOLN CENTER
NEW YORK,NY10023 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 250,000

MID ATLANTIC AIR MUSEUM

11 MUSEUM DRIVE
READING,PA19605 		  PC SUPPORT FOR CAPITAL IMPROVEMENTS 75,000

MILITARY VETERANS IN JOURNALISM INC

10824 MARGATE ROAD
SILVER SPRING,MD20901 		  PC SUPPORT FOR ONGOING PROGRAMS 25,200

MONTGOMERY THEATER INC

124 NORTH MAIN STREET PO BOX 64033
SOUDERTON,PA18964 		  PC SUPPORT FOR ONGOING PROGRAMS 12,500

MUSEUM OF NEW MEXICO FOUNDATION

PO BOX 2065
SANTA FE,NM87504 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 26,794

NATIONAL FEDERATION OF COMMUNITY BROADCASTERS INC

PO BOX 806
PAONIA,CO81428 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY - GREATER NORTHWEST

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

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW 700
WASHINGTON,DC20001 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

NATIONAL PHILANTHROPIC TRUST

165 TOWNSHIP LINE ROAD SUITE 1200
JENKINTOWN,PA19046 		  PC SUPPORT FOR ONGOING PROGRAMS 133,000

NATURAL LANDS TRUST INC

1031 PALMERS MILL ROAD
MEDIA,PA19063 		  PC SUPPORT FOR ONGOING PROGRAMS 35,000

NEW PARADISE LABORATORIES THEATRE INC

747 CORINTHIAN AVE
PHILADELPHIA,PA19130 		  PC SUPPORT FOR ONGOING PROGRAMS 40,000

NEW YORK THEATRE WORKSHOP INC

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

NEWARK PUBLIC RADIO INC

54 PARK PLACE
NEWARK,NJ07102 		  PC SUPPORT FOR ONGOING PROGRAMS 35,000

NEWPORT FESTIVALS FOUNDATION INC

PO BOX 3865
NEWPORT,RI02840 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

NICHOLE CANUSO DANCE COMPANY

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

NORTH CAROLINA PUBLIC TELEVISION FOUNDATION INC

PO BOX 12231
RESEARCH TRIANGLE PARK,NC27709 		  PC SUPPORT FOR REEL SOUTH 20,000

NORTHEASTERN PENNSYLVANIA EDUCATIONAL TELEVISION ASSOCIATION

100 WVIA WAY
PITTSTON,PA18640 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

NORTHWEST HARVEST E M M

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

OPERA PHILADELPHIA

1420 LOCUST STREET SUITE 210
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING PROGRAMS ($110,000), SUPPORT FOR PIPE ORGAN PROGRAMMING ($30,810) 140,810

ORGAN HISTORICAL SOCIETY

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

PACIFIC NORTHWEST TRAIL ASSOCIATION

209 FERRY STEET 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

PATHWAY SCHOOL

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

PCC FARMLAND TRUST

PO BOX 2206
SEATTLE,WA98111 		  PC SUPPORT FOR ONGOING PROGRAMS 400,000

PENNSYLVANIA BALLET ASSOCIATION

323 N BROAD STREET
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS ($200,000), SUPPORT FOR PIPE ORGAN PROGRAMMING ($13,574) 213,574

PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

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

PEOPLE'S LIGHT & THEATRE COMPANY

39 CONESTOGA ROAD
MALVERN,PA19355 		  PC SUPPORT FOR ONGOING PROGRAMS 1,260,000

PHILADELPHIA AREA CENTER FOR HISTORY OF SCIENCE

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

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 208,000

PHILADELPHIA FOUNDATION

1835 MARKET STREET 2410
PHILADELPHIA,PA19103 		  PC SUPPORT FOR COMMUNITY FOUNDATION DONOR ADVISED FUND 3,475,000

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 THEATRE COMPANY

215 SOUTH BROAD STREET SUITE 304
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 40,000

PHILADELPHIA YOUNG PLAYWRIGHTS

1219 VINE STREET 2ND FLOOR
PHILADELPHIA,PA19107 		  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

PLAYS AND PLAYERS

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

PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA

1608 WALNUT STREET SUITE 1702
PHILADELPHIA,PA19103 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

PROJECT HOME

1515 FAIRMOUNT AVENUE
PHILADELPHIA,PA19130 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

PUBLIC INTEREST LAW CENTER

1500 JFK BLVD SUITE 802
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

PUBLIC MEDIA COMPANY

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

PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA

2900 W ALAMEDA AVE 600
BURBANK,CA915054267 		  PC SUPPORT FOR ONGOING PROGRAMS 75,000

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 2ND FLOOR
PHILADELPHIA,PA19119 		  PC SUPPORT FOR ONGOING PROGRAMS 20,000

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 2,500

ROSENBACH MUSEUM AND LIBRARY

2008-2010 DELANCEY PLACE
PHILADELPHIA,PA19103 		  PC SUPPORT FOR ENDOWMENT 350,000

SAINT MARK'S CHURCH

1625 LOCUST STREET
PHILADELPHIA,PA19103 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 243,600

SANTA FE OPERA

PO BOX 2408
SANTA FE,NM87504 		  PC SUPPORT FOR ONGOING PROGRAMS 1,100,000

SCRIBE VIDEO CENTER INC

PO BOX 13267
PHILADELPHIA,PA19101 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

SEASHARE

600 ERIKSEN AVENUE NE SUITE 310
BAINBRIDGE ISLAND,WA98110 		  PC SUPPORT FOR ONGOING PROGRAMS 30,000

SEATTLE INTERNATIONAL FILM FESTIVAL

167 REPUBLICAN STREET
SEATTLE,WA98109 		  PC SUPPORT FOR ONGOING PROGRAMS 600,000

SEATTLE PARKS FOUNDATION

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

SMITHSONIAN INSTITUTION

1000 JEFFERSON DRIVE SW
WASHINGTON,DC20560 		  PC SUPPORT FOR ENDOWMENT 160,000

SOLID GROUND WASHINGTON

1501 NORTH 45TH STREET
SEATTLE,WA98103 		  PC SUPPORT FOR ONGOING PROGRAMS 355,000

SPARK NORTHWEST

1402 3RD AVENUE 901
SEATTLE,WA98101 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

SPOTLIGHT PA

PO BOX 11728
HARRISBURG,PA17101 		  PC SUPPORT FOR ONGOING PROGRAMS 85,000

THE FUNDERS NETWORK INC

2000 PONCE DE LEON BLVD 600
CORAL GABLES,FL33143 		  PC SUPPORT FOR ONGOING PROGRAMS 11,872

THE WORKING GROUP

PO BOX 70232
OAKLAND,CA94612 		  PC SUPPORT FOR ONGOING PROGRAMS 70,000

THEATRE EXILE COMPANY

1340 SOUTH 13TH STREET
PHILADELPHIA,PA19147 		  PC SUPPORT FOR ONGOING PROGRAMS 65,000

THEATRE HORIZON INC

401 DEKALB STREET
NORRISTOWN,PA19401 		  PC SUPPORT FOR ONGOING PROGRAMS 40,000

THEATRE PHILADELPHIA

1315 WALNUT STREET SUITE 732
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 35,000

TINY DYNAMITE INC

PO BOX 15129
PHILADELPHIA,PA19130 		  PC SUPPORT FOR ONGOING PROGRAMS 15,000

TOWN HALL ASSOCIATION

720 SENECA STREET SUITE A
SEATTLE,WA98101 		  PC SUPPORT FOR ONGOING PROGRAMS 150,000

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		  PC SUPPORT FOR ONGOING PROGRAMS 150,000

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 35,000

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 8,760

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 100,000

WHYY INC

150 NORTH 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 55,000

WITF INC

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

WOMEN MAKE MOVIES INC

231 WEST 29TH STREET 1006
NEW YORK,NY10001 		  PC SUPPORT FOR ATTIE & GOLDWATER PRODUCTIONS, INC. 50,000

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 25,021,830
bApproved for future payment

AMERICAN DOCUMENTARY INC
20 JAY STREET SUITE 937
BROOKLYN,NY11201 		  PC SUPPORT FOR ONGOING PROGRAMS 150,000

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

ARDEN THEATRE COMPANY
40 NORTH 2ND STREET
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 75,000

DREXEL UNIVERSITY
3141 CHESTNUT STREET
PHILADELPHIA,PA19104 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

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

FRINGEARTS
140 N COLUMBUS BLVD AT RACE ST
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 200,000

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

INDEPENDENT TELEVISION SERVICE INC
1435 FOLSOM STREET
SAN FRANCISCO,CA94103 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

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 100,000

METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER
NEW YORK,NY10023 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 100,000

MINNESOTA PUBLIC RADIO
480 CEDAR STREET
SAINT PAUL,MN55101 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 250,000

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

NORTH CAROLINA PUBLIC TELEVISION FOUNDATION INC
PO BOX 12231
RESEARCH TRIANGLE PARK,NC27709 		  PC SUPPORT FOR REEL SOUTH 20,000

PARTNERS FOR SACRED PLACES INC
1700 SANSOM STREET 10TH FLOOR
PHILADELPHIA,PA19103 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 150,000

PHILADELPHIA FILM SOCIETY
1412 CHESTNUT STREET
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

PHILADELPHIA MURAL ARTS ADVOCATES
1727-29 MOUNT VERNON STREET
PHILADELPHIA,PA19130 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

PHILADELPHIA ORCHESTRA AND KIMMEL CENTER INC
300 SOUTH BROAD STREET
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING AND PIPE ORGAN PROGRAMMING 500,000

PHILADELPHIA YOUNG PLAYWRIGHTS
1219 VINE STREET 2ND FLOOR
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

PIG IRON THEATRE COMPANY INC
1417 NORTH 2ND STREET
PHILADELPHIA,PA19122 		  PC SUPPORT FOR ONGOING PROGRAMS 30,000

PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA
1608 WALNUT STREET SUITE 1702
PHILADELPHIA,PA19103 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

SANTA FE OPERA
PO BOX 2408
SANTA FE,NM87504 		  PC SUPPORT FOR ONGOING PROGRAMS 500,000

SEATTLE AQUARIUM SOCIETY
1483 ALASKAN WAY PIER 59
SEATTLE,WA98101 		  PC SUPPORT FOR ONGOING PROGRAMS 500,000

SPOTLIGHT PA
PO BOX 11728
HARRISBURG,PA17101 		  PC SUPPORT FOR ONGOING PROGRAMS 75,000

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

WOMEN MAKE MOVIES INC
231 WEST 29TH STREET 1006
NEW YORK,NY10001 		  PC SUPPORT FOR FLY FILM COMPANY, LTD. 75,000

WOODMERE ART MUSEUM INC
9201 GERMANTOWN AVENUE
PHILADELPHIA,PA19118 		  PC SUPPORT FOR CAPITAL IMPROVEMENTS 250,000

WXPN-FM RADIO STATION LICENSED TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYL
3025 WALNUT STREET
PHILADELPHIA,PA19104 		  PC SUPPORT FOR ONGOING PROGRAMS 300,000
Total ................................. right arrow 3b 4,285,000
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 ........... 		    14 141  
4 Dividends and interest from securities ....     14 13,214,881  
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 5,108  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 12,824,211  
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 26,044,341 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
26,044,341
(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:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 103,688 51,844   51,844

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

TY 2023 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
COMMON COUNSEL FOUNDATION
  		1624 FRANKLIN ST 1022
OAKLAND,CA94612 		2023-01-30 25,000 SUPPORT FOR WORKING GROUP OF THE COLOR CONGRESS INITIATIVE 25,000 NO 1/17/24   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 250,000 NO 1/27/23, 8/29/23   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 20,000 NO 4/1/22, 12/31/23   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 7,500 NO 5/8/23, 12/31/23   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
INDEPENDENT ARTS & MEDIA
  		PO BOX 420442
SAN FRANCISCO,CA94142 		2023-06-26 7,500 SUPPORT FOR BACK POCKET 7,500 NO 3/19/24   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
  		PO BOX 13267
PHILADELPHIA,PA19101 		2022-11-02 50,000 SUPPORT FOR ALL AGES PRODUCTIONS 50,000 NO 5/10/24   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
WOMEN MAKE MOVIES INC
  		231 WEST 29TH STREET 1006
NEW YORK,NY10001 		2023-11-21 50,000 SUPPORT FOR ATTIE & GOLDWATER PRODUCTIONS, INC. 3,950 NO 3/25/24   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
WOMEN MAKE MOVIES INC
  		231 WEST 29TH STREET 1006
NEW YORK,NY10001 		2024-01-18 75,000 SUPPORT FOR FLY FILM COMPANY, LTD. 0 NO 2/7/24   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 2023 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 21,985,099 21,985,099
VANGUARD SHORT-TERM INVESTMENT GRADE FUND, 1,150,895.861 SH 11,773,665 11,773,665
VANGUARD TOTAL BOND MARKET INDEX FUND, 6,162,170.994 SH 59,834,680 59,834,680

TY 2023 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 6,412,657 6,412,657
ACUSHNET HOLDINGS CORP, 12,578 SH 794,552 794,552
ADOBE INC, 4,150 SH 2,475,890 2,475,890
AIRBNB INC, 15,867 SH 2,160,133 2,160,133
AMERICAN TOWER CORP, 5,970 SH 1,288,804 1,288,804
ARTISAN PARTNERS ASSET MANAGEMENT, 10,251 SH 452,889 452,889
ASML HOLDING, 2,906 SH 2,199,610 2,199,610
ASPEN TECHNOLOGY INC, 1,452 SH 319,658 319,658
ATRION CORP, 260 SH 98,485 98,485
BANCFIRST CORP, 3,313 SH 322,454 322,454
BLACKSTONE INC, 15,759 SH 2,063,168 2,063,168
CHIPOTLE MEXICAN GRILL INC, 909 SH 2,078,847 2,078,847
CLEARWATER ANALYTICS HOLDINGS INC, 15,741 SH 315,292 315,292
CORVEL CORP, 2,852 SH 698,368 698,368
DANAHER CORP, 7,693 SH 1,779,699 1,779,699
DONALDSON CO INC, 2,970 SH 194,090 194,090
ELI LILLY & CO COM, 2,724 SH 1,587,874 1,587,874
EMCOR GROUP INC, 5,356 SH 1,153,843 1,153,843
ESTEE LAUDER COMPANIES INC, 10,404 SH 1,521,585 1,521,585
FACTSET RESH SYS INC, 1,033 SH 492,793 492,793
FIRST HAWAIIAN INC, 20,299 SH 464,035 464,035
FTI CONSULTING INC, 4,986 SH 992,962 992,962
GRACO INC, 7,149 SH 620,247 620,247
HENRY JACK & ASSOC INC, 1,355 SH 221,420 221,420
ILLIMINA INC, 8,432 SH 1,174,072 1,174,072
INTUIT, 4,489 SH 2,805,760 2,805,760
INTUITIVE SURGICAL INC, 6,465 SH 2,181,032 2,181,032
K.FORCE INC, 3,444 SH 232,677 232,677
KADANT INC, 2,024 SH 567,347 567,347
LANDSTAR SYS INC, 3,432 SH 664,607 664,607
LCI INDUSTRIES, 3,096 SH 389,198 389,198
LULULEMON ATHLETICA INC, 3,648 SH 1,883,592 1,883,592
MANHATTAN ASSOCIATES INC, 3,996 SH 860,419 860,419
MICROSOFT CORP, 6,119 SH 2,300,989 2,300,989
MOELIS & CO, 10,091 SH 566,408 566,408
MSCI INC, 1,486 SH 840,556 840,556
NETFLIX INC, 5,616 SH 2,734,318 2,734,318
NVIDIA CORP, 5,873 SH 2,908,427 2,908,427
PRIMARICA INC, 4,251 SH 874,686 874,686
RBC BEARINGS INC, 1,955 SH 556,960 556,960
RIGHTMOVE PLC, 33,743 SH 501,401 501,401
RLI CORP COM, 2,658 SH 353,833 353,833
S&P GLOBAL INC, 4,237 SH 1,866,483 1,866,483
SERVICENOW INC, 3,793 SH 2,679,717 2,679,717
SIMPSON MFG INC, 6,701 SH 1,326,664 1,326,664
TORO CO, 7,095 SH 681,049 681,049
UBER TECHNOLOGIES INC, 15,474 SH 952,734 952,734
UFP INDUSTRIES INC, 4,935 SH 619,589 619,589
VANGUARD EXTENDED MARKET INDEX FUND, 224,228.433 SH 27,956,801 27,956,801
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND, 734,253.001 SH 60,465,735 60,465,735
VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL, 98,149.155 SH 9,992,565 9,992,565
VANGUARD REAL ESTATE INDEX FUND, SH 13,746,158 13,746,158
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND, 553,142.083 SH 68,882,783 68,882,783
VANGUARD VALUE INDEX FUND INSTITUTIONAL, 401,402.997 SH 23,397,781 23,397,781
VISA INC, 10,799 SH 2,811,520 2,811,520
WATTS WATER TECHNOLOGIES INC, 3,171 SH 660,646 660,646

TY 2023 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 3,887,023 3,887,023
ACON LATIN AMERICAN OPPORTUNITIES FUND FMV 565,358 565,358
AG REALTY FUND VIII LP FMV 670,538 670,538
APOLLO NATURAL RESOURCES PARTNERS II LP FMV 1,141,411 1,141,411
ARROWMARK GLOBAL OPPORTUNITY FUND II FMV 2,298,476 2,298,476
ARROWMARK GLOBAL OPPORTUNITY FUND III FMV 4,624,691 4,624,691
ASM CONNAUGHT HOUSE FUND LP FMV 4,070,322 4,070,322
BLUE VISTA REAL ESTATE PARTNERS IV (TAX-EXEMPT) LP FMV 1,582,366 1,582,366
BLUE VISTA REAL ESTATE PARTNERS V (TAX-EXEMPT) LP FMV 3,967,756 3,967,756
BROOKFIELD STRATEGIC REAL ESTATE PARTNERS IV ICAPITAL OFFSHORE ACCESS FD LP FMV 3,902,865 3,902,865
CERBERUS GLOVAL NPL FEEDER FUND LP FMV 3,976,137 3,976,137
CIP VI INSTITUTIONAL FEEDER LP FMV 5,140,431 5,140,431
DOVER STREET XI FEEDER FUND LP FMV 943,530 943,530
ENERGY CAPITAL PARTNERS III-B LP FMV 1,333,141 1,333,141
ENERGY CAPITAL PARTNERS MEZZANINE OPPORTUNITIES FUND OFFSHORE LP FMV 294,741 294,741
FRANCISCO PARTNERS IV-A FMV 3,223,322 3,223,322
FRANCISCO PARTNERS V-B LP FMV 3,101,518 3,101,518
FRANCISCO PARTNERS VI-B LP FMV 5,071,336 5,071,336
FRANCISCO PARTNERS VII-A LP FMV 45,000 45,000
GLOBAL TIMBER INVESTORS 10 FMV 3,723,952 3,723,952
HARBERT EUROPEAN REAL ESTATE FUND V (SCOTLAND) LP FMV 1,881,658 1,881,658
HIG BAYSIDE LOAN OPPORTUNITY FEEDER FUND VI LP FMV 3,937,774 3,937,774
ICAPITAL-BLACKSTONE SP IX OFFSHORE ACCESS FUND LP FMV 1,769,245 1,769,245
ICAPITAL-KKR GLOBAL IMPACT II INTERNATIONAL ACCESS FUND LP FMV 2,227,121 2,227,121
INDUSTRY VENTURES PARTNERSHIP HOLDINGS V LP FMV 9,179,121 9,179,121
INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI LP FMV 2,713,047 2,713,047
INDUSTRY VENTURES TECHNOLOGY BUYOUT II LP FMV 1,905,417 1,905,417
INSTITUTIONAL VENTURE PARTNERS XIV LP FMV 1,346,542 1,346,542
INSTITUTIONAL VENTURE PARTNERS XV LP FMV 3,743,151 3,743,151
INSTITUTIONAL VENTURE PARTNERS XVI LP FMV 3,169,187 3,169,187
INSTITUTIONAL VENTURE PARTNERS XVII LP FMV 4,420,728 4,420,728
KNIGHTHEAD OFFSHORE FUND LTD FMV 17,596,481 17,596,481
LEXINGTON PARTNERS VII OFFSHORE LP FMV 529,801 529,801
LONE STAR FUND VIII (US) LP FMV 218,886 218,886
LONE STAR REAL ESTATE FUND II (US) LP FMV 5,481 5,481
LYME FOREST FUND IV TE LP FMV 2,372,007 2,372,007
LYME FOREST FUND V FB TAX-EXEMPT LP FMV 6,074,696 6,074,696
NGP NATURAL RESOURCES XI LP FMV 3,056,402 3,056,402
NORTH ROCK FUND LTD FMV 14,125,791 14,125,791
OAK HILL ADVISORS EUROPEAN STRAGETIC CREDIT FUND (OFFSHORE) LP FMV 164,262 164,262
ORBIMED ASIA PARTNERS III LP FMV 11,190,987 11,190,987
ORBIMED ASIA PARTNERS IV LP FMV 4,649,717 4,649,717
ORBIMED ASIA PARTNERS V LP FMV 1,032,851 1,032,851
ORBIMED ISRAEL PARTNERS II FMV 4,313,926 4,313,926
PARTNERS GROUP REAL ESTATE OPPORTUNITIES 2019 (USD) A OPCO LP FMV 3,946,834 3,946,834
PARTNERS GROUP REAL ESTATE SECONDARY 2017 (CLASS P) LP FMV 3,729,276 3,729,276
PG REAL ESTATE SECONDARY 2013 (USD) P LP FMV 2,395,151 2,395,151
ROSE GROVE OFFSHORE FUND I LTD FMV 15,445,571 15,445,571
RRG SUSTAINABLE WATER IMPACT FD-B LP FMV 5,180,289 5,180,289
STERLING INVESTMENT PARTNERS III LP FMV 2,638,556 2,638,556
STERLING INVESTMENT PARTNERS IV LP FMV 2,012,033 2,012,033
STRATEGIC VALUE PARTNERS OFFSHORE FMV 12,357,792 12,357,792
VARDE EUROPEAN REAL ESTATE FEEDER FUND LP FMV 610,090 610,090
WCP REAL ESTATE FUND III LP FMV 508,423 508,423

TY 2023 LegalFeesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,041 0   4,041


TY 2023 OtherDecreasesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Amount
DEFERRED TAX EXPENSE 540,000


TY 2023 OtherExpensesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 303,430 91,029   212,401
TELEPHONE 6,523 1,957   4,566
CONSULTING FEES 227,415 227,415   0
INSURANCE 33,246 0   33,246
TECHNOLOGY 42,386 4,750   42,386
ADR FEE 4,750 0   0
OTHER EXPENSES 615 0   0
LP 27-2996434 0 683   0
LP 30-0567961 0 230   0
LP 32-0454714 0 37,442   0
LP 38-3913015 0 78,910   0
LP 38-3953815 0 27,440   0
LP 46-4098482 0 77,062   0
LP 47-1245315 0 575,501   0
LP 47-3115185 0 59,681   0
LP 47-5189160 0 57,675   0
LP 80-0825725 0 30,733   0
LP 82-1236151 0 128,308   0
LP 82-2196904 0 61,669   0
LP 82-4015782 0 45,599   0
LP 82-4774625 0 127,263   0
LP 82-4981697 0 85,629   0
LP 84-3522755 0 174,434   0
LP 84-3786860 0 142,341   0
LP 84-3971737 0 66,557   0
LP 85-1635653 0 99,119   0
LP 86-2594943 0 104,503   0
LP 87-1225271 0 128,931   0
LP 87-4625590 0 108,696   0
LP 88-0895686 0 57   0
LP 98-0622302 0 7,288   0
LP 98-1129300 0 84,919   0
LP 98-1151606 0 12,636   0
LP 98-1184819 0 26,519   0
LP 98-1281526 0 80,623   0
LP 98-1325964 0 96,653   0
LP 98-1385841 0 30,240   0
LP 98-1465687 0 158,930   0
LP 98-1520786 0 97,068   0
LP 98-1635354 0 72,180   0
LP 98-1662755 0 159,915   0
LP 99-0384770 0 629   0
REMOVE UBI 0 -590,310   0


TY 2023 OtherIncomeSchedule2
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 5,108 0 5,108
LLC 84-3816865 0 -6,710 0
LP 27-2996434 0 -241,513 0
LP 27-4591086 0 63,743 0
LP 46-1712320 0 -11,120 0
LP 46-4098482 0 -109,309 0
LP 47-1245315 0 2,028,098 0
LP 47-5189160 0 -55,272 0
LP 47-5233583 0 15,189 0
LP 80-0825725 0 -12 0
LP 82-1236151 0 -172,886 0
LP 82-4774625 0 2,888 0
LP 84-3522755 0 -148,623 0
LP 86-2594943 0 12 0
LP 87-1225271 0 -8,571 0
LP 87-4625590 0 611 0
LP 98-1129300 0 20,424 0
LP 98-1151606 0 9,744 0
LP 98-1246405 0 -31,683 0
LP 98-1325964 0 -65 0
LP 98-1520786 0 -348 0
LP 98-1635354 0 -1,401 0
LP 99-0384770 0 3,354 0
REMOVE UBI 0 -1,508,295 0


TY 2023 OtherIncreasesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Amount
UNREALIZED GAIN ON SECURITIES 39,783,416


TY 2023 OtherLiabilitiesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITIES 600,000 1,140,000


TY 2023 OtherProfessionalFeesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 903,203 903,203   0
PROFESSIONAL FEES 4,081 0   4,081


TY 2023 TaxesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 370,877 0   0
UNRELATED BUSINESS INCOME TAXES 276,064 0   0
LP 38-3913015 0 48,692   0
LP 46-4098482 0 685   0
LP 82-1236151 0 238   0
LP 84-3786860 0 476   0
LP 98-1129300 0 1,278   0
LP 98-1151606 0 14   0
LP 98-1325964 0 15,706   0
REMOVE UBI 0 -178   0