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
HENRY DOLFINGER 2 TRUST UW
 
Number and street (or P.O. box number if mail is not delivered to street address)DUANE MORRIS LLP 30 S 17TH ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA191034196
A Employer identification number

23-6207346
B Telephone number (see instructions)

(215) 979-1973
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$17,767,357
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 393,941 393,941  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -555,985
b Gross sales price for all assets on line 6a 7,141,018
7 Capital gain net income (from Part IV, line 2)... 0
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)....... -54,958 -54,958  
12 Total. Add lines 1 through 11........ -217,002 338,983  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 88,420 0   17,684
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 168,567 66,567   91,800
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,115 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 271,102 66,567   109,484
25 Contributions, gifts, grants paid....... 696,400 696,400
26 Total expenses and disbursements. Add lines 24 and 25 967,502 66,567   805,884
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,184,504
b Net investment income (if negative, enter -0-) 272,416
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.............      
2 Savings and temporary cash investments......... 576,663 366,311 366,311
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)....... 16,796,724 Click to see attachment
List of Attached Documents:
// Content
14,911,316
15,487,626
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).......... 282,390 Click to see attachment
List of Attached Documents:
// Content
1,315,890
1,312,875
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
722,789
Click to see attachment
List of Attached Documents:
// Content
600,545
Click to see attachment
List of Attached Documents:
// Content
600,545
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,378,566 17,194,062 17,767,357
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 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........ 18,250,482 18,250,482
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 128,084 -1,056,420
29 Total net assets or fund balances (see instructions)..... 18,378,566 17,194,062
30 Total liabilities and net assets/fund balances (see instructions). 18,378,566 17,194,062
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
18,378,566
2
Enter amount from Part I, line 27a .....................
2
-1,184,504
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,194,062
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,194,062
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 JPM #G07568001 P 2022-01-01 2023-12-31
b JPM #G07568001 P 2022-01-01 2023-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,710,140   1,679,374 30,766
b 5,389,378   6,017,629 -628,251
c 41,500     41,500
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       30,766
b       -628,251
c       41,500
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -555,985
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 3,787
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 3,787
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 3,787
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,560
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,560
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 1,773
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,773 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 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.DOLFINGERMCMAHONFOUNDATION.ORG
14
The books are in care ofright arrowDUANE MORRIS LLP Telephone no.right arrow (215) 979-1769

Located atright arrow30 SOUTH 17TH STREETPHILADELPHIAPA 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)
 
No
(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
 
 
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
SHELDON BONOVITZ ESQ CO-TRUSTEE
2.00
44,210 0 0
DM LLP 30 SOUTH 17TH STREET
PHILADELPHIA,PA19103
DAVID LODER ESQ CO-TRUSTEE
2.00
44,210 0 0
DM LLP 30 SOUTH 17TH STREET
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
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
17,302,975
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,302,975
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
17,302,975
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
259,545
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,043,430
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
852,172
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
852,172
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,787
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,787
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
848,385
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
848,385
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
848,385
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
805,884
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
805,884
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 7 848,385
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......  
b From 2019...... 33,572
c From 2020...... 89,710
d From 2021...... 70,470
e From 2022......  
f Total of lines 3a through e ........ 193,752
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 805,884
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..... 805,884
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 42,501 42,501
(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 5 151,251
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) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
151,251
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 80,781
c Excess from 2021.... 70,470
d Excess from 2022....  
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 e-mail address of the person to whom applications should be addressed:
DAVID LODER ESQUIRE
30 SOUTH 17TH STREET
PHILADELPHIA,PA19103
(215) 979-1834
bThe form in which applications should be submitted and information and materials they should include:
ALL REQUESTS ARE MADE THROUGH THEIR WEBSITE.
cAny submission deadlines:
SUBMISSION DEADLINES ARE APRIL 1ST AND OCTOBER 1ST.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GREATER PHILADELPHIA AREA
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

A STEP UP ACADEMY

520 MEETINGHOUSE ROAD
JENKINTOWN,PA19046
NONE PUBLIC GENERAL 2,000

ABINGTON ART CENTER

515 MEETINGHOUSE ROAD
JENKINTOWN,PA19103
NONE PUBLIC GENERAL 1,500

ACADEMY OF NATURAL SCIENCES OF DREXEL UNIVERSITY

1900 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 5,000

ACADEMY OF VOCAL ARTS

1920 SPRUCE STREET
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,500

ACHIEVE NOW

1735 MARKET STREET SUITE A500
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 2,500

ACHIEVEABILITY

21 SOUTH 61ST STREET
PHILADELPHIA,PA19139
NONE PUBLIC GENERAL 2,500

AFTER SCHOOL ACTIVITES PARTNERSHIP (ASAP)

1520 LOCUST STREET SUITE 1104
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 3,000

AIM ACADEMY

1200 RIVER ROAD
CONSHOHOCKEN,PA19428
NONE PUBLIC GENERAL 1,000

ALLENS LANE ART CENTER

601 W ALLENS LANE
PHILADELPHIA,PA19119
NONE PUBLIC GENERAL 1,500

ALPHACARE

3807 LANCASTER AVENUE
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 4,000

ARC ALLIANCE CHILDREN'S ADVOCACY SERVICES

3075 RIDGE PIKE
EAGLEVILLE,PA19403
NONE PUBLIC GENERAL 3,000

ARTHUR ROSS GALLERY

BOX 5 COLLEGE HALL
PHILADELPHIA,PA191046303
NONE PUBLIC GENERAL 3,500

ARTREACH INC

1315 WALNUT STREET SUITE 1417
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 2,000

ARTWELL

100 W OXFORD STREET E-1200
PHILADELPHIA,PA19122
NONE PUBLIC GENERAL 1,500

ASIAN ARTS INITIATIVE

1219 VINE STREET
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,500

ASSOCIATION FOR ADULTS WITH DEVELOPMENTAL DISABILITIES

261 OLD YORK ROAD STE 530
JENKINTOWN,PA19046
NONE PUBLIC GENERAL 1,000

ASTRAL ARTISTS

1500 WALNUT STREET SUITE 413
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 1,500

AZUKA THEATRE COLLECTIVE

1700 SANSOM STREET SUITE 800
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

BALLETX

1923 WASHINGTON AVENUE
PHILADELPHIA,PA19146
NONE PUBLIC GENERAL 2,500

BANCROFT

1255 CALDWELL ROAD
CHERRY HILL,NJ08034
NONE PUBLIC GENERAL 2,000

BARTRAM'S GARDEN

5400 LINDBERGH BOULEVARD
PHILADELPHIA,PA19143
NONE PUBLIC GENERAL 3,500

BESTWORK INDUSTRIES FOR THE BLIND INC

1940 OLNEY AVENUE SUITE 200
CHERRY HILL,NJ08003
NONE PUBLIC GENERAL 1,500

BETHESDA PROJECT

1630 SOUTH ST
PHILADELPHIA,PA19146
NONE PUBLIC GENERAL 1,000

BICYCLE COALITION OF GREATER PHILIADELPHIA

1500 WALNUT STREET SUITE 1107
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 1,000

BIG PICTURE ALLIANCE

1315 WALNUT STREET SUITE 133
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,000

BLACK GIRLS LOVE MATH

3600 CONSHOHOCKEN AVE APT 2212
PHILADELPHIA,PA191315342
NONE PUBLIC GENERAL 1,500

BODY EMPOWERMENT PROJECT

1811 CHESTNUT STREET APT 801
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

BOY SCOUTS OF AMERICA CRADLE OF LIBERTY COUNCIL

1485 VALLEY FORGE ROAD
WAYNE,PA19087
NONE PUBLIC GENERAL 2,000

BOYS & GIRLS CLUBS OF PHILADELPHIA

1518 WALNUT STREET SUITE 712
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 2,500

BREAKTHROUGH OF GREATER PHILADELPHIA

34 W COULTER STREET
PHILADELPHIA,PA19144
NONE PUBLIC GENERAL 5,000

BRIGHTER HORIZON FOUNDATION

739 WESTVIEW ST
PHILADELPHIA,PA19119
NONE PUBLIC GENERAL 1,500

BROAD STREET MINISTRY

315 S BROAD STREET
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 3,000

CAMDEN COUNTY HISTORICAL SOCIETY

1900 PARK BOULEVARD
CAMDEN,NJ08103
NONE PUBLIC GENERAL 1,000

CAMP DREAMCATCHER INC

148 WEST STATE STREET SUITE 104
KENNETT SQUARE,PA19348
NONE PUBLIC GENERAL 1,500

CATHEDRAL KITCHEN INC

1514 FEDERAL STREET
CAMDEN,NJ081051712
NONE PUBLIC GENERAL 3,500

CENTER IN THE PARK

5818 GERMANTOWN AVE
PHILADELPHIA,PA19144
NONE PUBLIC GENERAL 1,500

CHATHAM UNIVERSITY

1 WOODLAND ROAD
PITTSBURGH,PA15232
NONE PUBLIC GENERAL 5,000

CHESTER COUNTY FOOD BANK

650 PENNSYLVANIA DR
EXTON,PA19341
NONE PUBLIC GENERAL 2,000

CHESTNUT HILL MEALS ON WHEELS

1710 BETHLEHEM PIKE
FLOURTOWN,PA19031
NONE PUBLIC GENERAL 1,500

CHILDREN'S CRISIS TREATMENT CENTER

1080 NORTH DELAWARE AVENUE SUITE
600
PHILADELPHIA,PA19125
NONE PUBLIC GENERAL 4,500

CHILDREN'S FIRST

990 SPRING GARDEN STREET SUITE 200
PHILADELPHIA,PA19123
NONE PUBLIC GENERAL 1,500

CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA

100 S BROAD STREET SUITE 1200
PHILADELPHIA,PA19110
NONE PUBLIC GENERAL 5,000

CHILDREN'S VILLAGE

125 N 8TH ST
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 1,000

CLARIFI

1635 MARKET ST SUITE 510
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

COLLEGE POSSIBLE PHILADELPHIA

2000 HAMILTON STREET SUITE 303
PHILADELPHIA,PA19130
NONE PUBLIC GENERAL 2,500

COMMUNITY VOLUNTEERS IN MEDICINE

300B LAWRENCE DRIVE
WEST CHESTER,PA19380
NONE PUBLIC GENERAL 1,500

COMMUNITY WAREHOUSE PROJECT

PO BOX 218
WEST CHESTER,PA19381
NONE PUBLIC GENERAL 1,000

COMPASS

1720 N STREET NW
WASHINGTON,DC20036
NONE PUBLIC GENERAL 1,000

CONSUMER BANKRUPTCY ASSISTANCE PROJECT INC

718 ARCH STREET SUITE 300N
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 2,000

COUNCIL FOR RELATIONSHIPS INC

4025 CHESNUT STREET 1ST FLOOR
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,500

CRADLE OF HOPE INC

1657 THE FAIRWAY 140
JENKINTOWN,PA19046
NONE PUBLIC GENERAL 1,500

CRADLES TO CRAYONS

4700 WISSAHICKON AVENUE 142
PHILADELPHIA,PA19144
NONE PUBLIC GENERAL 8,500

CRISTO REY PHILADELPHIA HIGH SCHOOL

1717 WEST ALLEGHENY AVENUE
PHILADELPHIA,PA19132
NONE PUBLIC GENERAL 2,000

DEAFCAN

730 SOUTH NEW ST
WEST CHESTER,PA19382
NONE PUBLIC GENERAL 1,000

EDUCATION LAW CENTER - PA

1800 JFK BLVD SUITE 1900A
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 3,500

EIGHTEEN TWELVE (1812) PRODUCTIONS INC

2329 SOUTH 3RD STREET
PHILADELPHIA,PA19148
NONE PUBLIC GENERAL 1,500

ELUNA

1617 JFK BOULEVARD SUITE 935
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 2,500

ENCHANTMENT THEATRE COMPANY

100 S BROAD STREET SUITE 1318
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 1,000

EPSICOPAL COMMUNITY SERVICES OF DIOCESE PA

225 S THIRD STREET
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 4,500

ESF DREAM CAMP FOUNDATION

750 E HAVERFORD ROAD
BRYN MAWR,PA19010
NONE PUBLIC GENERAL 1,500

FABRIC WORKSHOP INC

1214 ARCH STREET
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 3,000

FACE TO FACE INC

123 EAST PRICE STREET
PHILADELPHIA,PA19144
NONE PUBLIC GENERAL 3,000

FAIRMOUNT PARK CONSERVANCY OHIO HOUSE

4700 STATES DRIVE
PHILADELPHIA,PA19131
NONE PUBLIC GENERAL 4,000

FAMILY SERVICE OF CHESTER COUNTY

310 N MATLACK STREET
WEST CHESTER,PA19380
NONE PUBLIC GENERAL 1,000

FLEISHER ART MEMORIAL

719 CATHARINE STREET
PHILADELPHIA,PA19147
NONE PUBLIC GENERAL 2,500

FRINGE ARTS

140 N COLUMBUS BLVD
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 1,500

GARCES FOUNDATION

1901 S 9TH ST
PHILADELPHIA,PA19148
NONE PUBLIC GENERAL 2,500

GEMMA SERVICES

512 W TOWNSHIP LINE ROAD
PLYMOUTH MEETING,PA19462
NONE PUBLIC GENERAL 1,000

GIRL SCOUTS OF EASTERN PENNSYLVANIA

330 MANOR ROAD
MIQUON,PA19444
NONE PUBLIC GENERAL 1,500

GIRLS FIRST

1208 GREEN STREET
NORRISTOWN,PA19401
NONE PUBLIC GENERAL 1,000

GIRLS ON THE RUN PHILADELPHIA

40 W EVERGREEN AVENUE SUITE 104
PHILADELPHIA,PA19118
NONE PUBLIC GENERAL 2,000

GIRLS ROCK PHILLY

1428 GERMANTOWN AVENUE
PHILADELPHIA,PA19122
NONE PUBLIC GENERAL 2,000

GRADUATE PHILADELPHIA

1635 MARKET ST SUITE 1600
PHILADELPHIA,PA191032301
NONE PUBLIC GENERAL 3,000

GREATER PHILADELPHIA CULTURAL ALLIANCE

1315 WALNUT STREET SUITE 732
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 2,500

GREATER PHILADELPHIA YMCA

400 FAYETTE STREET
CONSHOHOCKEN,PA19428
NONE PUBLIC GENERAL 2,500

HABITAT FOR HUMANITY MONTGOMERY AND DELAWARE COUNTIES

533 FOUNDRY ROAD
NORRISTOWN,PA19403
NONE PUBLIC GENERAL 3,000

HABITAT FOR HUMANITY PHILADELPHIA

1829 N 19TH STREET
PHILADELPHIA,PA19121
NONE PUBLIC GENERAL 3,500

HOMELESS ADVOCACY PROJECT

1429 WALNUT STREET 15TH FLOOR
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 2,000

HORIZONS AT GREENE STREET FRIENDS SCHOOL

20 W ARMAT STREET
PHILADELPHIA,PA19144
NONE PUBLIC GENERAL 2,000

INGLIS COMMUNITY SERVICES INC

2600 BELMONT AVENUE
PHILADELPHIA,PA19131
NONE PUBLIC GENERAL 4,000

INSTITUTE OF CONTEMPORARY ARTUNIVERSITY OF PA

118 SOUTH 36TH STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,000

JAMES A MICHENER ART MUSEUM

138 S PINE STREET
DOYLESTOWN,PA18901
NONE PUBLIC GENERAL 1,000

JEVS HUMAN SERVICES

1845 WALNUT STREET 7TH FLOOR
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

JEWISH FAMILY AND CHILDREN'S SERVICE OF GREATER PHILADELPHIA

2100 ARCH STREET 5TH FLOOR
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

JOSEPH'S HOUSE OF CAMDEN LLC

20 CHURCH STREET
CAMDEN,NJ08105
NONE PUBLIC GENERAL 2,000

KIMMEL CENTER INC

300 S BROAD STREET
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 7,500

KORESH DANCE COMPANY

2002 RITTENHOUSE SQUARE
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

LANKENAU MEDICAL CENTER FOUNDATION

3803 WEST CHESTER PIKE SUITE 250
NEWTOWN SQUARE,PA19073
NONE PUBLIC GENERAL 2,500

LANTERN THEATER COMPANY

1015 CHESTNUT STREET SUITE 1515
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,000

LAUREL HOUSE

PO BOX 764
NORRISTOWN,PA19404
NONE PUBLIC GENERAL 2,500

MAGEE REHABILITATION HOSPITAL FOUNDATION

1513 RACE STREET
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 1,000

MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY

5 VALLEY SQUARE 210
BLUE BELL,PA19422
NONE PUBLIC GENERAL 2,000

MANNA

420 NORTH 20TH STREET
PHILADELPHIA,PA19130
NONE PUBLIC GENERAL 2,500

MANNA ON MAIN STREET

606 EAST MAIN STREET SUITE 1001
LANSDALE,PA194462029
NONE PUBLIC GENERAL 3,500

MATERNITY CARE COALITION

2000 HAMILTON STREET SUITE 205
PHILADELPHIA,PA19130
NONE PUBLIC GENERAL 5,000

MIGHTY WRITERS INC

1501 CHRISTIAN ST
PHILADELPHIA,PA19146
NONE PUBLIC GENERAL 1,500

MOORE COLLEGE OF ART & DESIGN

1916 RACE STREET
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

MUSIC WILL

PO BOX 43369
MONTCLAIR,NJ07043
NONE PUBLIC GENERAL 1,500

MUSICOPIA INC

1700 MARKET STREET SUITE 1005
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

NATIONAL LIBERTY MUSEUM

321 CHESTNUT STREET
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 2,000

NEIGHBORHOOD BIKE WORKS

3943 LANCASTER AVENUE
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,500

NEW LEASH ON LIFE

PO BOX 326
NARBERTH,PA19072
NONE PUBLIC GENERAL 2,000

NORTH LIGHT COMMUNITY CENTER

175 GREEN LANE
PHILADELPHIA,PA19127
NONE PUBLIC GENERAL 2,500

NORTH10 PHILADELPHIA

3890 N 10TH STREET
PHILADELPHIA,PA19140
NONE PUBLIC GENERAL 1,000

OPERA PHILADELPHIA

1420 LOCUST STREET SUITE 210
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 2,000

OPERATION WARM INC

50 APPLIED BANK BOULEVARD
GLEN MILLS,PA19342
NONE PUBLIC GENERAL 2,000

OUTWARD BOUND PHILADELPHIA

3401 RESERVOIR DRIVE
PHILADELPHIA,PA19121
NONE PUBLIC GENERAL 1,500

PATHWAYS TO HOUSING PA

5210 OLD YORK ROAD
PHILADELPHIA,PA19141
NONE PUBLIC GENERAL 1,000

PENN MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY

3260 SOUTH STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 2,500

PENNSYLVANIA ACADEMY OF THE FINE ARTS

128 NORTH BROAD STREET
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 2,500

PENNSYLVANIA SOCIETY FOR BIOMEDICAL RESEARCH

PO BOX 1163
CAMP HILL,PA170011163
NONE PUBLIC GENERAL 2,000

PEOPLE'S LIGHT AND THEATRE COMPANY

39 CONESTOGA ROAD
MALVERN,PA19355
NONE PUBLIC GENERAL 1,000

PERFORMANCE GARAGE

1515 BRANDYWINE STREET
PHILADELPHIA,PA19130
NONE PUBLIC GENERAL 2,000

PETER'S PLACE

336 KING OF PRUSSIA ROAD
RADNOR,PA19087
NONE PUBLIC GENERAL 1,500

PHILABUNDANCE

3616 S GALLOWAY STREET
PHILADELPHIA,PA19148
NONE PUBLIC GENERAL 5,000

PHILADELPHIA BALLET

323 N BROAD STREET
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,500

PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE

4180 CITY AVENUE
PHILADELPHIA,PA19131
NONE PUBLIC GENERAL 2,500

PHILADELPHIA DANCE COMPANY

9 NORTH PRESTON STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,000

PHILADELPHIA EDUCATION FUND

718 ARCH STREET SUITE 700N
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 1,000

PHILADELPHIA MURAL ARTS ADVOCATES

17127-29 MT VERNON STREET
PHILADELPHIA,PA19130
NONE PUBLIC GENERAL 3,500

PHILADELPHIA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA19101
NONE PUBLIC GENERAL 15,000

PHILADELPHIA THEATRE COMPANY

215 S BROAD STREET SUITE 304
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 2,500

PHILADELPHIA VIP INC

1500 WALNUT STREET SUITE 400
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 2,500

PHILADELPHIA YOUTH BASKETBALL INC

1735 MARKET STREET CONCOURSE FLOOR
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 3,500

PHOENIXVILLE AREA COMMUNITY SERVICES

101 BUCHANAN STREET
PHOENIXVILLE,PA19460
NONE PUBLIC GENERAL 1,000

PLANNED PARENTHOOD KEYSTONE (BUCKS COUNTY)

610 LOUIS DRIVE SUITE 300
WARMINSTER,PA18974
NONE PUBLIC GENERAL 2,500

PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHERN NEW JERSEY INC

317 S BROADWAY
CAMDEN,NJ08103
NONE PUBLIC GENERAL 6,000

PLANNED PARENTHOOD OF SOUTHEASTERN PENNSYLVANIA

1144 LOCUST STREET
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 11,000

PLEASE TOUCH MUSEUM

4231 AVENUE OF THE REPUBLIC
PHILADELPHIA,PA19131
NONE PUBLIC GENERAL 2,500

POLICE ATHLETIC LEAGUE OF PHILADELPHIA

3068 BELGRADE STREET
PHILADELPHIA,PA191345034
NONE PUBLIC GENERAL 1,000

PROJECT 440

1315 WALNUT STREET SUITE 320
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,000

PROJECT HOME

1515 FAIRMOUNT AVENUE
PHILADELPHIA,PA19130
NONE PUBLIC GENERAL 3,500

PUBLIC INTEREST LAW CENTER OF PHILADELPHIA 2 PENN CENTER

1500 JOHN F KENNEDY BOULEVARD SUITE
802
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 2,500

PYO MUSIC INSTITUTE

PO BOX 41810
PHILADELPHIA,PA19101
NONE PUBLIC GENERAL 1,000

QUINTESSENCE THEATRE GROUP

7135 GERMANTOWN AVE FLOOR 2
PHILADELPHIA,PA19119
NONE PUBLIC GENERAL 1,000

ROCK TO THE FUTURE

1201 N 3RD STREET 283
PHILADELPHIA,PA19122
NONE PUBLIC GENERAL 2,000

RONALD MCDONALD HOUSE OF PHILADELPHIA

3925 CHESTNUT STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,500

SENIORLAW CENTER

1650 ARCH STREET SUITE 1820
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 2,500

SETTLEMENT MUSIC SCHOOL

416 QUEEN ST
PHILADELPHIA,PA19147
NONE PUBLIC GENERAL 4,000

SHRINERS HOSPITALS FOR CHILDREN

3551 NORTH BROAD
PHILADELPHIA,PA19140
NONE PUBLIC GENERAL 1,000

SUPPORT CENTER FOR CHILD ADVOCATES

1617 JFK BOULEVARD SUITE 1200
PHILADELPHIA,PA191031405
NONE PUBLIC GENERAL 10,000

SUPPORTIVE OLDER WOMEN'S NETWORK

4100 MAIN ST
PHILADELPHIA,PA19127
NONE PUBLIC GENERAL 1,500

SURREY SERVICES FOR SENIORS

60 SURREY WAY
DEVON,PA19355
NONE PUBLIC GENERAL 1,000

TEACH FOR AMERICA

100 W OXFORD STREET E-3000
PHILADELPHIA,PA19122
NONE PUBLIC GENERAL 12,500

THE BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19130
NONE PUBLIC GENERAL 15,000

THE BUSINESS CENTER FOR ENTREPRENEURSHIP

7500 GERMANTOWN AVE
PHILADELPHIA,PA19119
NONE PUBLIC GENERAL 3,000

THE CLAY STUDIO

137-139 NORTH 2ND STREET
PHILADELPHIA,PA19133
NONE PUBLIC GENERAL 3,000

THE FRANKLIN INSTITUTE

222 NORTH 20TH STREET
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 10,000

THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA

30 S 17TH ST 11TH FL
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 10,000

THE GIVING TREE

PO BOX 823
GWYNEDD VALLEY,PA19437
NONE PUBLIC GENERAL 750

THE HEALTH CARE IMPROVEMENT FOUNDATION INC

TEN PENN CENTER 1801 MARKET STREET
SUITE 710
PHILADELPHIA,PA191031628
NONE PUBLIC GENERAL 3,500

THE LENFEST INSTITUTE FOR JOURNALISM TPF SPECIAL ASSETS FUND

801 MARKET STREET SUITE 300
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 5,000

THE MANN CENTER FOR THE PERFORMING ARTS

123 S BROAD STREET SUITE 815
PHILADELPHIA,PA19109
NONE PUBLIC GENERAL 3,000

THE PENNSYLVANIA HORTICULTURAL SOCIETY

100 N 20TH STREET
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 5,000

THE PENNSYLVANIA PRISON SOCIETY

230 SOUTH BROAD STREET SUITE 605
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 3,000

THE PENNSYLVANIA SCHOOL FOR THE DEAF

100 SCHOOL HOUSE LANE
PHILADELPHIA,PA19144
NONE PUBLIC GENERAL 3,000

THE PETEY GREENE PROGRAM

1100 LUDLOW STREET
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,500

THE PHILADELPHIA ORCHESTRA ASSOCIATION

ONE SOUTH BROAD STREET 14TH FLOOR
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 5,000

THE ROCK SCHOOL FOR DANCE EDUCATION

1101 S BROAD STREET
PHILADELPHIA,PA19147
NONE PUBLIC GENERAL 1,500

THE SCHUYKILL CENTER FOR ENVIRONMENTAL EDUCATION

8480 HAGYS MILL ROAD
PHILADELPHIA,PA19128
NONE PUBLIC GENERAL 1,500

THE WARDROBE

444 N 3RD STREET SUITE 105
PHILADELPHIA,PA19123
NONE PUBLIC GENERAL 3,500

THE WILMA THEATER

265 S BROAD STREET
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 12,000

TILT INSTITUTE FOR THE CONTEMPORARY IMAGE

1400 N AMERICAN STREET
PHILADELPHIA,PA19122
NONE PUBLIC GENERAL 1,000

TREE HOUSE BOOKS

1430 W SUSQUEHANNA AVENUE
PHILADELPHIA,PA19121
NONE PUBLIC GENERAL 2,000

URBAN PROMISE MINISTRIES INC

PO BOX 1479
CAMDEN,NJ08105
NONE PUBLIC GENERAL 2,000

VARIETY-THE CHILDREN'S CHARITY

2950 POTSHOP ROAD PO BOX 609
WORCESTER,PA19490
NONE PUBLIC GENERAL 1,000

VETRI COMMUNITY PARTNERSHIP

211 N 13TH STREET SUITE 303
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,000

VISIONLINK

PO BOX 1758
BENSALEM,PA19020
NONE PUBLIC GENERAL 5,000

VOX POPULI

319 N 11TH STREET 3RD FLOOR
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,000

WAGNER FREE INSTITUTE OF SCIENCE

1700 WEST MONTGOMERY AVENUE
PHILADELPHIA,PA19121
NONE PUBLIC GENERAL 4,000

WEST PHILADELPHIA ALLIANCE FOR CHILDREN

PO BOX 9981
PHILADELPHIA,PA19118
NONE PUBLIC GENERAL 3,000

WHYY INC

150 NORTH SIXTH STREET
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 12,000

WOMEN AGAINST ABUSE

100 S BROAD STREET SUITE 1341
PHILADELPHIA,PA19110
NONE PUBLIC GENERAL 3,000

WOMEN'S LAW PROJECT

125 SOUTH NINTH STREET SUITE 300
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 4,000

WOMEN'S RESOURCE CENTER

113 W WAYNE AVENUE
WAYNE,PA19087
NONE PUBLIC GENERAL 1,500

WOODMERE ART MUSEUM

9201 GERMANTOWN AVENUE
PHILADELPHIA,PA19118
NONE PUBLIC GENERAL 2,500

ACTING WITHOUT BOUNDARIES

750 E HAVERFORD ROAD
BRYN MAWR,PA19010
NONE PUBLIC GENERAL 1,000

ADOPTION CENTER OF DELAWARE VALLEY

1735 MARKET STREET SUITE A-441
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

THE BREATING ROOM FOUNDATION INC

PO BOX 287
JENKINTOWN,PA19046
NONE PUBLIC GENERAL 1,000

ANTI-DEFAMATION LEAGUE EASTERN PA

1500 MARKET STREET SUITE 2415 WEST
TOWER
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,000

ARC ALLIANCE CHILDREN'S SERVICES

3075 RIDGE PIKE
EAGLEVILLE,PA19403
NONE PUBLIC GENERAL 1,500

ARDEN THEATRE COMPANY

40 N 2ND STREET
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 2,000

ARTISTAS Y MUSICOS LATINOAMERICANOS (AMLA)

4261 N 5TH STREET
PHILADELPHIA,PA19140
NONE PUBLIC GENERAL 1,000

ARTS & BUSINESS COUNCIL OF GREATER PHILADELPHIA

200 S BROAD STREET
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 1,000

THE ATLANTIC COAST OPERA FESTIVAL

2028 SOUTH 17TH STREET
PHILADELPHIA,PA19145
NONE PUBLIC GENERAL 1,000

BACK ON MY FEET PHILADELPHIA

100 S BROAD STREET
PHILADELPHIA,PA19110
NONE PUBLIC GENERAL 1,000

THE BARN AT SPRING BROOK FARM

360 LOCUST GROVE ROAD
WEST CHESTER,PA19382
NONE PUBLIC GENERAL 1,250

BIG PICTURE PHILADELPHIA

2300 W MASTER STREET
PHILADELPHIA,PA19121
NONE PUBLIC GENERAL 2,000

BOYS & GIRLS CLUB OF CHESTER

201 E 7TH STREET
CHESTER,PA19013
NONE PUBLIC GENERAL 2,000

CENTRO NUEVA CREACION

185 W TIOGA ST
PHILADELPHIA,PA19140
NONE PUBLIC GENERAL 1,000

CHESTER CHILDREN'S CHORUS

500 COLLEGE AVENUE
SWARTHMORE,PA19081
NONE PUBLIC GENERAL 1,000

CITY YEAR PHILADELPHIA

444 N 3RD ST SUITE 500
PHILADELPHIA,PA19123
NONE PUBLIC GENERAL 7,500

COBBS CREEK FOUNDATION

300 CONSHOHOCKEN STATE RD
WEST CONSHOHOCKEN,PA19428
NONE PUBLIC GENERAL 40,000

THE COMMITTEE OF SEVENTY

123 SOUTH BROAD STREET
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,500

COVENANT HOUSE PENNSYLVANIA

31 E ARMAT STREET
PHILADELPHIA,PA19144
NONE PUBLIC GENERAL 3,000

CURRENTLY TRENDING

PO BOX 228
BALA CYNWYD,PA19004
NONE PUBLIC GENERAL 1,000

THE CURTIS INSTITUTE OF MUSIC

1726 LOCUST STREET
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 2,000

DOUBLE TRELLIS FOOD INITIATIVE

3108 WEIKEL STREET
PHILADELPHIA,PA19136
NONE PUBLIC GENERAL 2,000

EVERY GOOD GIFT

PO BOX 541
ABINGTON,PA19010
NONE PUBLIC GENERAL 1,000

FAMILY PROMISE MONTCO

31 S SPRING GARDEN ST
AMBLER,PA19002
NONE PUBLIC GENERAL 1,000

FAMILY PROMISE OF PHILADELPHIA

7047 GERMANTOWN AVENUE
PHILADELPHIA,PA19119
NONE PUBLIC GENERAL 1,000

GREATER NORRISTOWN ART LEAGUE

800 W GERMANTOWN PIKE
EAST NORRITON,PA19403
NONE PUBLIC GENERAL 1,000

GREATER PHILADELPHIA HISPANIC CHAMBER OF COMMERCE

141 E HUNTING PARK AVE
PHILADELPHIA,PA19124
NONE PUBLIC GENERAL 1,000

HEIGHTS PHILADELPHIA

123 SOUTH BROAD STREET SUITE 850
PHILADELPHIA,PA19109
NONE PUBLIC GENERAL 7,500

HELPHOPELIVE

TWO RADNOR CORPORATE CENTER SUITE
100100 MANTSON ROAD
RANDOR,PA19087
NONE PUBLIC GENERAL 1,000

HOPECAM INC

12110 SUNSET HILLS ROAD C-10
RESTON,VA20190
NONE PUBLIC GENERAL 1,000

TRUSTEES OF THE UNIVERSITY OF PA

118 SOUTH 36TH STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

118 SOUTH 36TH STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,500

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIAWXPN

118 SOUTH 36TH STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,500

KELLY ANNE DOLAN MEMORIAL FUND

580 VIRGINIA DRIVE SUITE 110 SECOND
FLOOR
FORT WASHINGTON,PA19034
NONE PUBLIC GENERAL 1,000

KENCREST

960A HARVEST DRIVE SUITE 100
BLUE BELL,PA19422
NONE PUBLIC GENERAL 1,000

KEYSTONE HOSPICE

8765 STENTON AVE
WYNDMOOR,PA19038
NONE PUBLIC GENERAL 5,000

KIDS SMILES INC

219 B CHESTER PIKE
NORWOOD,PA19074
NONE PUBLIC GENERAL 1,000

INDEPENDENCE SEAPORT MUSEUM

211 S COLUMBUS BOULEVARD
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

KIPP PHILADELPHIA PUBLIC SCHOOLS

5070 PARKSIDE AVE 3500D
PHILADELPHIA,PA19131
NONE PUBLIC GENERAL 2,000

KLEINLIFE

10100 JAMISON AVENUE
PHILADELPHIA,PA19116
NONE PUBLIC GENERAL 1,000

THE LIBRARY COMPANY OF PHILADELPHIA

1314 LOCUST STREET
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,250

LIGUORI ACADEMY

1952 E ALLEGHENY AVENUE
PHILADELPHIA,PA19134
NONE PUBLIC GENERAL 1,000

MATERNAL AND CHILD HEALTH CONSORTIUM OF CHESTER COUNTY

30 W BARNARD STREET 1
WEST CHESTER,PA19382
NONE PUBLIC GENERAL 1,500

METROPOLITAN CAMDEN HABITAT FOR HUMANITY

P O BOX 3311
CAMDEN,NJ08101
NONE PUBLIC GENERAL 1,500

MONELL CHEMICAL SENSES CENTER

3500 MARKET STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,000

THE NETWORK FOR TEACHING ENTREPRENEURSHIP TEMPLE UNIVERSITY-ECEC

1509 CECIL B MOORE AVENUE SUITE 222
PHILADELPHIA,PA19121
NONE PUBLIC GENERAL 1,000

THE NICHE CLINIC

514 SOUTH STREET UNIT 305
PHILADELPHIA,PA19147
NONE PUBLIC GENERAL 1,000

NORTHERN HOME FOR CHILDREN

5301 RIDGE AVENUE
PHILADELPHIA,PA19128
NONE PUBLIC GENERAL 2,500

NPOWER PENNSYLVANIA

1211 CHESTNUT STREET 4TH FLOOR
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,000

THE PATHWAY SCHOOL

162 EGYPT ROAD
JEFFERSONVILLE,PA19403
NONE PUBLIC GENERAL 1,000

PCS FOR PEOPLE

2251 N BROAD ST
PHILADELPHIA,PA19132
NONE PUBLIC GENERAL 1,250

PENNSYLVANIANS FOR MODERN COURTS 2 PENN CENTER SUITE 1140

1500 JOHN F KENNEDY BOULEVARD
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 5,000

PHILADELPHIA ALLIANCE FOR CAPITAL AND TECHNOLOGIES (PACT)

200 S BROAD STREET SUITE 700
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 2,500

PHILADELPHIA CITY ROWING

450 PLYMOUTH ROAD SUITE 305
PLYMOUTH MEETING,PA19462
NONE PUBLIC GENERAL 1,500

PHILADELPHIA DANCE PROJECTS

9 NORTH PRESTON STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,000

PHILADELPHIA LEGAL ASSISTANCE CENTER INC

718 ARCH STREET
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 2,500

PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS

321 SOUTH 4TH STREET
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 1,000

PHILADELPHIA VETERANS MULTI-SERVICE & EDUCATION CENTER INC

213-217 N 4TH STREET
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 2,000

PHILADELPHIA YOUNG PLAYWRIGHTS PROGRAM INC

1219 VINE STREET FLOOR 3
PHILADELPHIA,PA19107
NONE PUBLIC GENERAL 1,500

PHILADELPHIA250

230 S BROAD STREET 17TH FLOOR
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 1,000

THE PIG IRON THEATRE COMPANY

1417 N 2ND STREET
PHILADELPHIA,PA19122
NONE PUBLIC GENERAL 1,000

PLAYPENN INC

100 SOUTH BROAD STREET SUITE 1318
PHILADELPHIA,PA191101028
NONE PUBLIC GENERALGENERAL 1,000

PROJECT LIBERTAD

1220 BLACK POWDER DRIVE
PHOENIXVILLE,PA19460
NONE PUBLIC GENERAL 1,000

PUENTES DE SALUD

1700 SOUTH STREET
PHILADELPHIA,PA191461529
NONE PUBLIC GENERAL 1,000

RENDELL CENTER FOR CIVICS AND CIVIC ENGAGEMENT

202 SOUTH 36TH STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 3,000

RYAN'S CASE FOR SMILES

295 E SWEDESFORD ROAD 396
WAYNE,PA19087
NONE PUBLIC GENERAL 4,900

ST CHRISTOPHER'S FOUNDATION FOR CHILDREN

1800 JOHN F KENNEDY BOULEVARD SUITE
1550
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,000

ST JOSEPH'S UNIVERISTY

5600 CITY AVENUE
PHILADELPHIA,PA19131
NONE PUBLIC GENERAL 1,500

SALVATION ARMY

701 NORTH BROAD STREET
PHILADELPHIA,PA19123
NONE PUBLIC GENERALGENERAL 3,500

SCRIBE VIDEO CENTER

PO BOX 13267
PHILADELPHIA,PA19101
NONE PUBLIC GENERAL 1,500

SHARE FOOD PROGRAM

2901 W HUNTING PARK AVE
PHILADELPHIA,PA19129
NONE PUBLIC GENERAL 2,500

SMITH MEMORIAL PLAYGROUND AND PLAYHOUSE INC

3500 RESERVOIR DRIVE
PHILADELPHIA,PA19121
NONE PUBLIC GENERAL 1,000

STUDENTS RUN PHILLY STYLE

1819 JFK BOULEVARD SUITE 480
PHILADELPHIA,PA19103
NONE PUBLIC GENERAL 1,500

TALLER PUERTORRIQUENO INC

2600 NORTH 5TH STREET
PHILADELPHIA,PA19133
NONE PUBLIC GENERAL 1,000

THEATRE EXILE COMPANY

1340 S 13TH STREET
PHILADELPHIA,PA19147
NONE PUBLIC GENERAL 1,000

THEATRE HORIZON INC

401 DEKALB STREET
NORRISTOWN,PA19401
NONE PUBLIC GENERAL 1,000

UNIVERSITY CITY ARTS LEAGUE INC

4226 SPRUCE STREET
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 1,000

UNIVERISTY CITY SCIENCE CENTER

3675 MARKET STREET 4TH FLOOR
PHILADELPHIA,PA19104
NONE PUBLIC GENERAL 5,000

UNIVERSITY OF THE ARTS

320 S BROAD STREET
PHILADELPHIA,PA19102
NONE PUBLIC GENERAL 1,500

URBAN RESOURCES DEVELOPMENT CORPORATION

6001 GERMANTOWN AVENUE
PHILADELPHIA,PA19144
NONE PUBLIC GENERAL 3,500

WALNUT STREET THEATRE

825 WALNUT STREET
PHILADELPHIA,PA19107
NONE PUBLIC GENERALGENERAL 1,000

WISSAHICKON CHARTER SCHOOL

4700 G WISSAHICKON AVENUE
PHILADELPHIA,PA19144
NONE PUBLIC GENERAL 1,000

WISSAHICKON TRAILS

12 MORRIS ROAD
AMBLER,PA19002
NONE PUBLIC GENERAL 1,500

WOMEN IN TRANSITION

718 ARCH STREET SUITE 401N
PHILADELPHIA,PA19106
NONE PUBLIC GENERAL 1,500

WOMEN'S COMMUNITY REVITALIZATION PROJECT

100 W OXFORD STREET E-2300
PHILADELPHIA,PA19122
NONE PUBLIC GENERAL 1,000

WOODS SERVICES FOUNDATION

40 MARTIN GROSS DRIVE PO BOX 36
LANGHORNE,PA19047
NONE PUBLIC GENERAL 1,000

ZOOLOGICAL SOCIETY OF PHILADELPHIA

3400 WEST GIRARD AVENUE
PHILADELPHIA,PA191041139
NONE PUBLIC GENERAL 25,000
Total .................................right arrow 3a 696,400
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 393,941  
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     14 -54,958  
7 Other investment income .....     14 0  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -555,985  
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 -217,002 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-217,002
(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 InvestmentsCorpStockSchedule
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Name of Stock End of Year Book Value End of Year Fair Market Value
AIP MULTI STRATEGY FD 4,318 12,979
BLACKROCK LOW DURATION 1,010,002 1,013,152
JPM EAFE EQUITY 1,137,301 1,186,587
JPM EMERGING MARKET EQUITY 1,452,077 1,132,533
JPM EUROPEAN LARGE CAP EQUITY 767,961 785,569
JPM GLOBAL EQUITY 164,879 155,360
JPM HARD ASSETS 269,059 227,289
JPM JAPANESE LARGE CAP EQUITY 622,029 608,080
JPM REAL ESTATE & INFRASTRUCTURE 535,091 479,925
JPM US FIXED INCOME 3,205,278 3,102,920
JPM US LARGE CAP EQUITY 5,336,325 6,351,609
JPM US MID CAP EQUITY 406,996 431,623

TY 2023 InvestmentsOtherSchedule2
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ASP 2021 GLOBAL FUND AT COST 228,885 236,323
CPI (CARLYLE PROPERTY) AT COST 492,800 476,212
PEG GLOBAL PRIVATE AT COST 143,477 146,887
SLA II PRIVATE INVESTORS AT COST 163,220 163,220
ASF IX PRIVATE INVESTORS AT COST 33,381 33,381
HPS CORPORATE LENDING AT COST 254,127 256,852

TY 2023 OtherAssetsSchedule
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LUBERT-ADLER RE FUND IV-RO 116,582 36,433 36,433
LUBERT-ADLER RE FUND V, L.P.-RO 18,930 15,980 15,980
LLR EQUITY PARTNERS III, LP 24,048 23,951 23,951
VERSA CAPITAL FUND II-A, LP 102,114 107,949 107,949
LLR EQUITY PARTNERS IV, LP 56,925 45,330 45,330
LLR EQUITY PARTNERS V 373,366 370,902 370,902
CPI PRIVATE INVESTORS LLC 30,824 0 0


TY 2023 OtherIncomeSchedule2
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
LLR EQUITY PARTNERS III -97 -97 -97
VERSA CAPITAL FUND II-A -2,165 -2,165 -2,165
LUBERT-ADLER RE FUND V-RO 11,444 11,444 11,444
LUBERT-ADLER RE FUND IV-RO -80,149 -80,149 -80,149
LLR EQUITY PARTNERS V 26,728 26,728 26,728
LLR EQUITY PARTNERS IV -3,278 -3,278 -3,278
CPI CARLYLE PROPERTY -7,441 -7,441 -7,441


TY 2023 OtherProfessionalFeesSchedule
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC ADVISORS 620 620   0
INVESTMENT ADVISORY FEES 65,947 65,947   0
DUANE MORRIS ADMINISTRATION FEES 102,000 0   91,800


TY 2023 TaxesSchedule
Name:
HENRY DOLFINGER 2 TRUST UW
EIN:
23-6207346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 1,099 0   0
FOREIGN TAXES PAID 13,016 0   0