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

23-6277885
B Telephone number (see instructions)

(610) 964-7601
C 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$82,165,197J 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) 519,225
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 774,246 1,514,410  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,810,536
b Gross sales price for all assets on line 6a 20,501,550
7 Capital gain net income (from Part IV, line 2)... 5,348,765
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
368,633 -299,612  
12 Total. Add lines 1 through 11........ 4,472,640 6,563,563  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 317,821 76,277   241,544
14 Other employee salaries and wages...... 427,291 0   427,291
15 Pension plans, employee benefits....... 66,287 0   61,890
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
31,464 0   45,794
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,540 0   57,540
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
444,066 229,562   212,178
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
104,860 64,419   45,325
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 60,661 0   55,606
21 Travel, conferences, and meetings....... 13,666 0   16,946
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
264,240 251,023   95,047
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,787,896 621,281   1,259,161
25 Contributions, gifts, grants paid....... 3,347,535 2,816,700
26 Total expenses and disbursements. Add lines 24 and 25 5,135,431 621,281   4,075,861
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -662,791
b Net investment income (if negative, enter -0-) 5,942,282
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............. 145,790 136,080 136,080
2 Savings and temporary cash investments......... 1,765,888 2,452,111 2,452,111
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.......... 25,173 18,551 18,551
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 39,808,738 Click to see attachment
List of Attached Documents:
// Content
46,639,986 		46,639,986
c Investments—corporate bonds (attach schedule)....... 9,813,415 Click to see attachment
List of Attached Documents:
// Content
8,001,234 		8,001,234
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).......... 30,430,923 Click to see attachment
List of Attached Documents:
// Content
22,230,782 		22,230,782
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
780,812 		Click to see attachment
List of Attached Documents:
// Content
2,686,453 		Click to see attachment
List of Attached Documents:
// Content
2,686,453
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 82,770,739 82,165,197 82,165,197
Liabilities 17 Accounts payable and accrued expenses.......... 61,020 64,553
18 Grants payable................. 2,017,500 2,578,935
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)......... 2,078,520 2,643,488
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........... 80,692,219 79,521,709
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)..... 80,692,219 79,521,709
30 Total liabilities and net assets/fund balances (see instructions). 82,770,739 82,165,197
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
80,692,219
2
Enter amount from Part I, line 27a .....................
2
-662,791
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
80,029,428
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
507,719
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
79,521,709
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 P    
b TYBOURNE LONG P 2016-12-09 2023-01-19
c TYBOURNE LONG P 2016-12-09 2023-07-18
d COLCHESTER GLOBAL P 2016-10-05 2023-12-29
e MISSION VALUE GLOBAL P 2016-12-09 2023-12-29
LLC 20-5133649 P    
LLC 37-1973129 P    
LP 36-7205063 P    
LP 36-7324183 P    
LP 81-1782972 P    
LP 81-2829807 P    
LP 83-2790116 P    
LP 83-2790202 P    
LP 85-1915240 P    
LP 85-2849753 P    
LP 87-2979752 P    
LP 98-1137301 P    
LP 98-1186758 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 16,885,526   14,691,014 2,194,512
b 2,309,561   2,309,561 0
c 1,214,695   690,439 524,256
d 3,099,599   1,100,000 1,999,599
e 5,962,441   5,500,000 462,441
      2,222
      62,328
      243,610
      -159,571
      -5,064
      27,682
      205
      233
      79,114
      -16,488
      11
      -163,829
      5,206
      530
91,768     91,768
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       2,194,512
b       0
c       524,256
d       1,999,599
e       462,441
      2,222
      62,328
      243,610
      -159,571
      -5,064
      27,682
      205
      233
      79,114
      -16,488
      11
      -163,829
      5,206
      530
      91,768
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 5,348,765
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 82,598
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 82,598
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 82,598
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 34,705
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 64,705
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 17,893
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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 arrowDE, PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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.BARRAFOUNDATION.ORG
14
The books are in care ofright arrowKRISTINA L WAHL Telephone no.right arrow (610) 964-7601

Located atright arrow1617 JOHN F KENNEDY BLVD 2019PHILADELPHIAPA 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
KRISTINA L WAHL PRESIDENT, TREASURER
40.00 		294,083 23,738 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
MATTHEW BERGHEISER CHAIRMAN
5.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
VICTORIA MCNEIL LE VINE SECRETARY
1.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
EMILY L TURNER ASSISTANT TREASURER
1.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
MICHAEL DIPIANO DIRECTOR
1.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
STACY E HOLLAND DIRECTOR
1.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
JOANNA MCNEIL LEWIS DIRECTOR
1.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
MAGDA MARTINEZ DIRECTOR
1.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
CLAYTON GATES MCNEIL DIRECTOR
1.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
ROBERT L MCNEIL III DIRECTOR
1.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
DAVID P O'CONNER DIRECTOR
1.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
JOHN C WILLIAMS JR DIRECTOR
1.00 		0 0 0
1617 JOHN F KENNEDY BLVD SUITE 2019
PHILADELPHIA,PA19103
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
LINDA RICH SENIOR PROGRAM OFFIC
40.00 		150,108 25,637 0
1617 JOHN F KENNEDY BLVD
PHILADELPHIA,PA19103
LAUREN STEBBINS PROGRAM OFFICER
40.00 		108,012 13,440 0
1617 JOHN F KENNEDY BLVD
PHILADELPHIA,PA19103
LEAH REISMAN PROGRAM OFFICER
40.00 		82,575 9,195 0
1617 JOHN F KENNEDY BLVD
PHILADELPHIA,PA19103
MAEVE KELLY SENIOR PROGRAM ASSOC
40.00 		49,799 9,206 0
1617 JOHN F KENNEDY BLVD
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
GLENMEDE INVESTMENT ADVISORY 85,264
1650 MARKET STREET SUITE 1200
PHILADELPHIA,PA191037391
WILMINGTON TRUST INVESTMENT ADVISORY 76,670
1100 NORTH MARKET STREET
WILMINGTON,DE19890
CREWICAL PARTNERS LLC ADVISORY SERVICES 67,601
810 SEVENTH AVENUE 32ND FLOOR
NEW YORK,NY10019
CLIFTONLARSONALLEN LLP AUDIT AND TAX SERVICES 57,540
150 S WARNER ROAD SUITE 310
KING OF PRUSSIA,PA19406
COGENT CONSULTING INC IMPACT INVESTING CONSULTING 57,125
825 WASHINGTON AVENUE SE 260
MINNEAPOLIS,MN55414
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 PROGRAM-RELATED INVESTMENT (PRI) TO FCDC DEVELOPMENT PROPERTIES, LLC (FCDC):A 2% INTEREST LOAN IN THE AMOUNT OF $1,000,000 WAS PROVIDED TO FCDC. THE PURPOSE OF THIS PROJECT IS TO DEVELOP REAL ESTATE AS A MIXED-USE DEVELOPMENT THAT WILL INCLUDE, AMONG OTHER ELEMENTS, A GROCERY STORE, COMMUNITY HEALTH FACILITIES, AND APPROXIMATELY TWENTY-SEVEN (27) UNITS OF AFFORDABLE HOUSING IN A NEIGHBORHOOD THAT LACKS ACCESS TO HEALTHY FOOD AND ALSO FACES A RANGE OF ECONOMIC, SOCIAL, HEALTH, AND HOUSING-RELATED CHALLENGES ASSOCIATED WITH CONCENTRATED POVERTY AND HISTORIC LACK OF INVESTMENT. 1,000,000
2 PROGRAM-RELATED INVESTMENT (PRI) TO KENSINGTON CORRIDOR TRUST (KCT):THE FINAL THREE OF FOUR INSTALLMENTS OF A $1,000,000 1% INTEREST LOAN IN THE AMOUNT OF $750,000 WAS PROVIDED TO KCT. THE PURPOSE OF THIS PROJECT IS TO HELP THE KENSINGTON COMMUNITY RECLAIM CONTROL OVER A ONCE-THRIVING COMMERCIAL CORRIDOR BY REACTIVATING REAL ESTATE, COMBATING DETERIORATION, AND FOSTERING LOCAL ENTREPRENEURSHIP AMONG LOW-INCOME INDIVIDUALS, UNDERREPRESENTED GROUPS, AND THE FINANCIALLY DISTRESSED AND NEEDY, AND REINVESTING CAPITAL IN THE NEIGHBORHOOD. A KEY COMPONENT OF THE PROJECT CONSISTS OF KCT ACQUIRING SITES LOCATED IN KENSINGTON AND CARRYING OUT RENOVATIONS AND CONSTRUCTION THEREON. 750,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
250,000
Total. Add lines 1 through 3.........................right arrow2,000,000
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
82,332,109
b
Average of monthly cash balances.......................
1b
1,575,047
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
83,907,156
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
83,907,156
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,258,607
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
82,648,549
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,132,427
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,132,427
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
82,598
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
82,598
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,049,829
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,049,829
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
4,049,829
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
4,075,861
b
Program-related investments—total from Part VIII-B..................
1b
2,000,000
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
6,075,861
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 4,049,829
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,287,597
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,075,861
a Applied to 2022, but not more than line 2a 1,287,597
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..... 4,049,829
e Remaining amount distributed out of corpus 738,435
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 738,435
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 ...... 		738,435
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 738,435
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:
THE BARRA FOUNDATION
WWWBARRAFOUNDATIONORG
PHILADELPHIA,PA19103
(610) 964-7601
bThe form in which applications should be submitted and information and materials they should include:
ALL LETTERS OF INQUIRY (LOI) MUST BE SUBMITTED THROUGH AN ONLINE SYSTEM AT WWW.BARRAFOUNDATION.ORG. THE LOI MUST INCLUDE INFORMATION ABOUT THE TYPE OF REQUEST, TIMEFRAME, TARGETED AUDIENCE, ETC.
cAny submission deadlines:
NO FORMAL SUBMISSION DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE RESTRICTED TO THE GREATER PHILADELPHIA REGION. THE PRIMARY FOCUS OF THE FOUNDATION IS ON INNOVATION IN AND ACROSS THE FIELDS OF ARTS AND CULTURE, EDUCATION, HEALTH AND HUMAN SERVICES. PLEASE SEE WWW.BARRAFOUNDATION.ORG FOR FURTHER INFORMATION.
Form 990-PF (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

AFTER SCHOOL ACTIVITIES PARTNERSHIP

1617 JOHN F KENNEDY BLVD SUITE 1855
PHILADELPHIA,PA19103 		  PC ENTITY SUPPORT - STAFF GRANT 500

ART-REACH

1315 WALNUT STREET
PHILADELPHIA,PA19107 		  PC CATALYST FUND GRANT 100,000

BARTRAM'S GARDEN

54TH STREET AND LINDBERGH BLVD
PHILADELPHIA,PA19143 		  PC MISSION ALIGNED INVESTMENT GRANT 10,000

BUILDING 21

600 W GERMANTOWN PIKE SUITE 400-144
PHILADELPHIA,PA19462 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 17,000

CAPE ELEUTHERA FOUNDATION

PO BOX 712484
PHILADELPHIA,PA19171 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000

CEASEFIRE PENNSYLVANIA EDUCATION FUND

1518 WALNUT STREET SUITE 1406
PHILADELPHIA,PA19102 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000

CENTER FOR BLACK EDUCATOR DEVELOPMENT

PO BOX 7439
PHILADELPHIA,PA19101 		  PC RECOVERY AND RESPONSE GRANT 50,000

CHARLES A MELTON ARTS & EDUCATION CENTER

501 EAST MINER STREET
WEST CHESTER,PA19382 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000

CHILDREN'S LITERACY INITIATIVE

990 SPRING GARDEN STREET
PHILADELPHIA,PA19123 		  PC RECOVERY AND RESPONSE GRANT 85,000

CITY YEAR GREATER PHILADELPHIA

444 N 3RD STREET SUITE 500
PHILADELPHIA,PA19123 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 1,000

COBBS CREEK RESTORATION AND COMMUNITY FOUNDATION

300 CONSHOHOCKEN STATE ROAD SUITE
405
CONSHOHOCKEN,PA19428 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 15,000

COLLEGE UNBOUND

325 PUBLIC STREET
PROVIDENCE,RI02905 		  PC CATALYST FUND GRANT 200,000

CREUTZFELDT-JAKOB DISEASE FOUNDATION

3634 W MARKET STREET SUITE 110
AKRON,OH44333 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000

DEMOCRACY AT WORK INSTITUTE

57 POST STREET SUITE 602
SAN FRANCISCO,CA94104 		  PC CATALYST FUND GRANT 100,000

DREXEL UNIVERSITY

3141 CHESTNUT STREET
PHILADELPHIA,PA19104 		  PC CATALYST FUND GRANT 225,000

EDUCATION PLUS HEALTH

100 W OXFORD STREET
PHILADELPHIA,PA19122 		  PC KNOWLEDGE AND NETWORKS GRANT 5,000

ELDERNET OF LOWER MERION AND NARBERTH

9 S BRYN MAWR AVENUE
BRYN MAWR,PA19010 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000

FIRST PERSON ARTS

245 S 16TH STREET
PHILADELPHIA,PA19102 		  PC KNOWLEDGE AND NETWORKS GRANT 15,000

FOOD CONNECT CO

1515 MARKET STREET
PHILADELPHIA,PA19102 		  PC CATALYST FUND GRANT 200,000

FORTRESS ARTS ACADEMY

PO BOX 19287
PHILADELPHIA,PA19143 		  PC ENTITY SUPPORT - STAFF GRANT 500

GIRL SCOUTS OF EASTERN PENNSYLVANIA

330 MANOR ROAD
MIQUON,PA19444 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 3,000

GREENLINE ACCESS CAPITAL

3525 I STREET UNIT 111
PHILADELPHIA,PA19134 		  PC MISSION ALIGNED INVESTMENT GRANT 150,000

HEIGHTS PHILADELPHIA (FORMERLY PHILA FUTURES)

123 S BROAD STREET SUITE 850
PHILADELPHIA,PA19109 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 20,000

HORIZONS AT GREENE STREET FRIENDS SCHOOL

5511 GREENE STREET
PHILADELPHIA,PA19144 		  PC KNOWLEDGE AND NETWORKS GRANT 5,000

HOUSING NANTUCKET

75 OLD SOUTH ROAD
NANTUCKET,MA02554 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000

IMPACTPHL

4801 S BROAD STREET SUITE 200
PHILADELPHIA,PA191121319 		  PC KNOWLEDGE AND NETWORKS GRANT 30,000

INSTITUTE FOR EDUCATIONAL LEADERSHIP INC

4301 CONNECTICUT AVE NW SUITE 100
WASHINGTON,DC20008 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 1,000

INTERNATIONAL MYELOMA FOUNDATION

4400 COLDWATER CANYON AVENUE SUITE
200
LOS ANGELES,CA91604 		  PC ENTITY SUPPORT - STAFF GRANT 2,500

JEWISH FEDERATION OF GREATER PHILADELPHIA

2001 MARKET STREET 23RD FLOOR
PHILADELPHIA,PA19103 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 4,000

JU-JITSU SHOTOKAN KARATE ASSOCIATION

801 S 48TH STREET
PHILADELPHIA,PA10143 		  PC ENTITY SUPPORT - STAFF GRANT 1,000

JUNTOS

600 WASHINGTON AVENUE 2ND FLOOR
UNIT 18UA
PHILADELPHIA,PA19147 		  PC ENTITY SUPPORT - STAFF GRANT 2,500

KITHS INTEGRATED AND TARGETED HUMAN SERVICES

4923 OLD YORK ROAD
PHILADELPHIA,PA19141 		  PC KNOWLEDGE AND NETWORKS GRANT 5,000

LA SALLE ACADEMY

1434 N 2ND STREET
PHILADELPHIA,PA19122 		  PC ENTITY SUPPORT - STAFF GRANT 500

LIONS STORY VILLAGE

3675 MARKET STREET
PHILADELPHIA,PA19104 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 1,000

LIVING BEYOND BREAST CANCER

40 MONUMENT ROAD
BALA CYNWYD,PA19004 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000

MANN CENTER FOR THE PERFORMING ARTS

123 S BROAD STREET
PHILADELPHIA,PA19109 		  PC CATALYST FUND GRANT 100,000

MANNA

420 N 20TH STREET
PHILADELPHIA,PA19130 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000

MENTOR FOR PHILLY DBA COLLEGETOGETHER

1315 WALNUT STREET SUITE 716
PHILADELPHIA,PA19107 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 5,000

MISSION INVESTORS EXCHANGE

1899 L STREET NW SUITE 850
WASHINGTON,DC20036 		  PC ENTITY SUPPORT - SPECIAL GRANT 2,000

MT AIRY USA

6703 GERMANTOWN AVENUE SUITE 200
PHILADELPHIA,PA19119 		  PC ENTITY SUPPORT - STAFF GRANT 625

MUSEUM OF THE AMERICAN REVOLUTION

101 S THIRD STREET
PHILADELPHIA,PA19106 		  PC ENTITY SUPPORT - SPECIAL GRANT 50,600

NATIONAL PHILANTHROPIC TRUST

165 TOWNSHIP LINE ROAD
JENKINTOWN,PA19046 		  PC RECOVERY AND RESPONSE GRANT 100,000

NEW VOTERS

2060 SAINT ANDREWS DRIVE
BERWYN,PA19312 		  PC ENTITY SUPPORT - STAFF GRANT 625

NEW YORK COMMON PANTRY

8 E 109TH STREET
NEW YORK,NY10029 		  PC ENTITY SUPPORT - STAFF GRANT 250

NO MORE SECRETS MIND BODY SPIRIT INC

9 MULLIN ROAD
WILMINGTON,DE19809 		  PC ENTITY SUPPORT - STAFF GRANT 625

NORTH10 PHILADELPHIA

3890 N 10TH STREET
PHILADELPHIA,PA19140 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000

ONES UP

2611 GERMANTOWN AVENUE
PHILADELPHIA,PA19133 		  PC ENTITY SUPPORT - SPECIAL GRANT - $1,050, KNOWLEDGE AND NETWORKS GRANT - $10,000 11,050

PATHWAYS TO HOUSING PA

5201 OLD YORK ROAD SUITE 108
PHILADELPHIA,PA19141 		  PC CATALYST FUND GRANT - $75,000, KNOWLEDGE AND NETWORKS GRANT - $5,000 80,000

PHILADANCO

9 N PRESTON STREET
PHILADELPHIA,PA19104 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500

PHILADELPHIA CITY FUND

CITY HALL ROOM 267
PHILADELPHIA,PA19107 		  PC CATALYST FUND GRANT 125,000

PHILADELPHIA CONTEMPORARY

1112 N BODINE STREET
PHILADELPHIA,PA19123 		  PC CATALYST FUND GRANT 15,000

PHILADELPHIA LEARNING COLLABORATIVE

5530 WHITBY AVENUE
PHILADELPHIA,PA191434015 		  PC CATALYST FUND GRANT 50,000

PHILADELPHIA POLICE FOUNDATION

123 S BROAD STREET SUITE 1330
PHILADELPHIA,PA19109 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500

PHILANTHROPY NETWORK GREATER PHILADELPHIA

230 S BROAD STREET
PHILADELPHIA,PA19102 		  PC KNOWLEDGE AND NETWORKS GRANT - $15,000, ENTITY SUPPORT - SPECIAL GRANT - $9,300, ENTITY SUPPORT - STAFF GRANT - $1,000 25,300

PINEMERE CAMP

333 E LANCASTER AVENUE BOX 332
WYNNEWOOD,PA19096 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 4,000

PROJECT HOME

1515 FAIRMOUNT AVENUE
PHILADELPHIA,PA19130 		  PC ENTITY SUPPORT - STAFF GRANT 500

PROMEDICA FOUNDATION

444 N SUMMIT STREET
TOLEDO,OH43604 		  SO II CATALYST FUND GRANT 100,000

RESEARCH FOR ACTION

100 S BROAD STREET
PHILADELPHIA,PA19110 		  PC CATALYST FUND GRANT - $135,000, RECOVERY AND RESPONSE GRANT - $35,000 170,000

RONALD MCDONALD HOUSE CHARITIES OF THE PHILADELPHIA REGION

3925 CHESTNUT STREET
PHILADELPHIA,PA19104 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 7,500

SALUS UNIVERSITY

8360 OLD YORK ROAD
ELKINS PARK,PA19027 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 2,500

SCHUYLKILL RIVER DEVELOPMENT CORPORATION

2401 WALNUT STREET SUITE 603
PHILADELPHIA,PA19103 		  PC ENTITY SUPPORT - STAFF GRANT 500

SEACHANGE CAPITAL PARTNERS INC

420 LEXINGTON AVENUE
NEW YORK,NY10170 		  PC ENTITY SUPPORT - SPECIAL GRANT - $100,000, KNOWLEDGE AND NETWORKS GRANT - $5,000 105,000

SEWANEE UNIVERSITY

735 UNIVERSITY AVENUE
SEWANEE,TN37383 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000

SPIRAL Q PUPPET THEATER

4247 STILES STREET
PHILADELPHIA,PA19104 		  PC KNOWLEDGE AND NETWORKS GRANT 5,000

ST PAUL'S BAPTIST CHURCH

1000 WALLACE STREET
PHILADELPHIA,PA19123 		  PC ENTITY SUPPORT - STAFF GRANT 1,500

STARFINDER FOUNDATION

4015 MAIN STREET
PHILADELPHIA,PA19127 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 4,000

THE FOUNDATION OF COMMUNITY HOSPICE AND PALLIATIVE CARE

4266 SUNBEAM ROAD
JACKSONVILLE,FL32257 		  PC ENTITY SUPPORT - SPECIAL GRANT 1,000

THE FOUNTAIN FUND

233 4TH STREET NW BOX Z
CHARLOTTESVILLE,VA22903 		  PC MISSION ALIGNED INVESTMENT GRANT 100,000

THE FUND FOR WOMEN AND GIRLS

113 E EVANS STREET SUITE A
WEST CHESTER,PA19380 		  PC ENTITY SUPPORT - STAFF GRANT 625

THE MERCHANTS FUND

1617 JFK BLVD
PHILADELPHIA,PA19103 		  PC KNOWLEDGE AND NETWORKS GRANT 5,000

THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WALNUT STREET 5TH FLOOR
PHILADELPHIA,PA19104 		  PC KNOWLEDGE AND NETWORKS GRANT 110,000

THE VILLAGE OF ARTS AND HUMANITIES

2544 GERMANTOWN AVENUE
PHILADELPHIA,PA19133 		  PC KNOWLEDGE AND NETWORKS GRANT 5,000

THE WELCOMING CENTER

211 N 13TH STREET 4TH FLOOR
PHILADELPHIA,PA19107 		  PC ENTITY SUPPORT - STAFF GRANT 1,000

THE WOODLYNDE SCHOOL

445 UPPER GULPH ROAD
STRAFFORD,PA19087 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000

VESTEDIN

3675 MARKET STREET
PHILADELPHIA,PA19104 		  PC CATALYST FUND GRANT 250,000

WHYY INC

150 N 6TH STREET
PHILADELPHIA,PA19106 		  PC ENTITY SUPPORT - STAFF GRANT 500

WORKSHOP LEARNING

822 MONTGOMERY AVENUE SUITE 318
NARBERTH,PA19072 		  PC KNOWLEDGE AND NETWORKS GRANT 5,000

XIENTE

174 DIAMOND STREET
PHILADELPHIA,PA19122 		  PC ENTITY SUPPORT - STAFF GRANT 2,500

YOUTH MENTORING PARTNERSHIP

967 E SWEDESFORD ROAD SUITE 401
EXTON,PA19341 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 10,000

ZOOLOGICAL SOCIETY OF PHILADELPHIA

3400 W GIRARD AVENUE
PHILADELPHIA,PA19104 		  PC ENTITY SUPPORT - DIRECTOR'S GRANT 20,000
Total .................................right arrow 3a 2,816,700
bApproved for future payment

ART-REACH
1315 WALNUT STREET
PHILADELPHIA,PA19107 		  PC CATALYST FUND GRANT 300,000

DEMOCRACY AT WORK INSTITUTE
57 POST STREET SUITE 602
SAN FRANCISCO,CA94104 		  PC CATALYST FUND GRANT 100,000

DREXEL UNIVERSITY
3215 MARKET STREET
PHILADELPHIA,PA19104 		  PC CATALYST FUND GRANT 250,000

GREENLINE ACCESS CAPITAL
3525 I STREET UNIT 111
PHILADELPHIA,PA19134 		  PC MISSION ALIGNED INVESTMENT GRANT 100,000

MANN CENTER FOR THE PERFORMING ARTS
123 S BROAD STREET
PHILADELPHIA,PA19109 		  PC CATALYST FUND GRANT 200,000

PATHWAYS TO HOUSING PA
5201 OLD YORK ROAD SUITE 108
PHILADELPHIA,PA19141 		  PC CATALYST FUND GRANT 75,000

PHILADELPHIA CITY FUND
CITY HALL ROOM 267
PHILADELPHIA,PA19107 		  PC CATALYST FUND GRANT 375,000

RESEARCH FOR ACTION
100 S BROAD STREET
PHILADELPHIA,PA19110 		  PC CATALYST FUND GRANT 265,000

THE FOUNTAIN FUND
233 4TH STREET NW BOX Z
CHARLOTTESVILLE,VA22903 		  PC MISSION ALIGNED INVESTMENT GRANT 50,000

THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET 5TH FLOOR
PHILADELPHIA,PA19104 		  PC KNOWLEDGE AND NETWORKS GRANT 300,000
Total ................................. right arrow 3b 2,015,000
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 ........... 		         
4 Dividends and interest from securities ....     14 774,246  
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 .....     14 368,242  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,810,536  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCREDIT CARD CREDIT 		    01 391  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,953,415 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,953,415
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE BARRA FOUNDATION INC
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE BARRA FOUNDATION INC
  		Employer identification number
23-6277885
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ROBERT L MCNEIL JR TRUST
 
601 E EVERGREEN AVENUE
 
WYNDMOOR, PA19038

$ 519,225


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE BARRA FOUNDATION INC
  		Employer identification number

23-6277885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE BARRA FOUNDATION INC
  		Employer identification number

23-6277885
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 57,540 0   57,540

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Category Amount
PROGRAM-RELATED INVESTMENT (PRI) TO JOUNCE PARTNERS (JOUNCE): THE FIRST OF TWO INSTALLMENTS OF A $500,000 2% INTEREST LOAN IN THE AMOUNT OF $250,000 WAS PROVIDED TO JOUNCE. THE PURPOSE OF THIS PROJECT IS TO SUPPORT THE DAY-TO-DAY OPERATING COSTS OF JOUNCE'S EXPERTISE LEADERSHIP OPPORTUNITY PROGRAM. 250,000

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

TY 2023 ExpenditureResponsibilityStmt
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
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
SCATTERGOOD FOUNDATION
  		1501 CHERRY STREET
PHILADELPHIA,PA19102 		2022-12-23 25,000 SPECIAL GRANT - PHL POLICY PAPER SERIES 25,000 NO 9/18/23   GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Name of Bond End of Year Book Value End of Year Fair Market Value
BAIRD AGGREGATE BOND FUND, 555,331.214 SH 5,475,566 5,475,566
FIDELITY INTERMEDIATE TREASURY BOND INDEX, 202,342.918 SH 1,972,843 1,972,843
VANGUARD SHORT TERM BOND INDEX, 47,921.209 SH 484,004 484,004
VANGUARD SHORT-TERM INVESTMENT GRADE, 6,727.357 SH 68,821 68,821

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOT LABS, 977 SH 107,538 107,538
ALBERTSONS COS INC, 9,194 SH 211,462 211,462
ALPHABET INC. CL C, 2,771 SH 390,517 390,517
AMAZON.COM INC., 2,500 SH 379,850 379,850
APPLIED MATERIALS INC, 627 SH 101,618 101,618
ARES MANAGEMENT CORP CL A, 2,555 SH 303,841 303,841
ARTISAN SUSTAINABLE EMERGING MKT INST, 63,897.764 SH 1,048,562 1,048,562
BALL CORPORATION, 2,289 SH 131,663 131,663
BAYBERRY OFFSHORE LTD 2,282,138 2,282,138
BOSTON TRUST WALDEN SMALL CAP FUND, 188,561.086 SH 3,203,653 3,203,653
BROWN CAPITAL MGMT INTL SMALL C FUND, 125,524.053 SH 2,887,053 2,887,053
CALVERT SMALL CAP FUND, 97,990.777 SH 3,271,912 3,271,912
CARLYLE GROUP, 7,387 SH 300,577 300,577
CBRE GROUP INC., 1,873 SH 174,358 174,358
CORRE OPPORTUNITIES OFFSHR FUND 2,406,641 2,406,641
COSTAR GROUP INC, 2,147 SH 187,626 187,626
DFA INTERNATIONAL SUSTAINABILITY CORE, 87,183.958 SH 1,067,132 1,067,132
DFA US SUSTAINABILITY CORE ONE PORT, 28,677.947 SH 1,073,129 1,073,129
DIAGEO ORD, 3,536 SH 128,659 128,659
ELEVANCE HEALTH INC, 560 SH 264,074 264,074
FIXERV INC, 1,128 SH 149,844 149,844
GENERAL ELECTRIC, 877 SH 111,931 111,931
GMO RESOURCES FUND R6, 114,416.476 SH 2,628,146 2,628,146
GOBI INVESTMENT FUND 4,411,108 4,411,108
GQG EMERGING MARKETS EQUITY FUND, 66,181.337 SH 1,048,312 1,048,312
HEICO CORP., 1,182 SH 168,364 168,364
HIMALAYA CAPITAL INVESTORS 1,649,499 1,649,499
INTERCONTINENTAL HOTELS GROUP, 1,560 SH 142,241 142,241
JACKSON SQUARE MID CAP GROWTH FUND, 207,714.31 SH 3,757,938 3,757,938
JONES LONG LASALLE INC, 1,752 SH 330,900 330,900
KKR & COMPANY, 4,436 SH 367,523 367,523
LUXOR CAPITAL 279,128 279,128
MARBLE RIDGE OFFSHORE FUND LTD. 15,044 15,044
MARRIOTT INTERNATIONAL, 638 SH 143,875 143,875
MASTERCARD INC, 518 SH 220,932 220,932
MICROSOFT CORP, 879 SH 330,539 330,539
NICE SYSTEMS LTD SPONS ADR, 1,189 SH 237,218 237,218
QORVO INC., 2,273 SH 255,963 255,963
SALESFORCE.COM INC, 1,397 SH 367,607 367,607
SKYWORKS SOLUTIONS, INC., 2,351 SH 264,299 264,299
SS&C TECHNOLOGIES HOLDINGS, 3,518 SH 214,985 214,985
SUSTAIN. CAP. AFRICA ALPHA FD 2,090,600 2,090,600
TEXAS INSTRUMENTS INC, 493 SH 84,037 84,037
TRANSDIGM GROUP INC, 327 SH 330,793 330,793
UNITEDHEALTH GROUP INC, 179 SH 94,238 94,238
VANGUARD INST INDEX 500 FUND, 10,382.606 SH 4,085,348 4,085,348
VISA INC, 941 SH 244,989 244,989
HENGISTBURY LTD CL B 2,692,582 2,692,582

TY 2023 InvestmentsOtherSchedule2
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTRAVUE FUND I LP FMV 5,091,148 5,091,148
CIM ENTERPRISE LOAN FUND LP FMV 1,247,357 1,247,357
CVI CREDIT VALUE FUND FMV 445,228 445,228
DIGITAL ALPHA FUND FMV 967,658 967,658
EIGHTFOLD OPPORTUNITY FEEDER FU FMV 978,254 978,254
HGGC FUND II LP FMV 2,161,033 2,161,033
LUBERT-ADLER FUND IV FMV 107,957 107,957
LUBERT-ADLER FUND V FMV 95,318 95,318
MONDRIAN INTERNATIONAL EQUITY FUND LP FMV 6,191,216 6,191,216
MONTAUK TRIGUARD FUND FMV 458,063 458,063
SJF VENTURES V LP FMV 337,073 337,073
SPARK CAPITAL GROWTH FUND IV FMV 281,832 281,832
SPARK CAPITAL VII LP FMV 184,857 184,857
THE NORDFLINT FUND LLC FMV 3,519,544 3,519,544
TIFF PRIVATE EQUITY PARTNERS 2007 LLC FMV 164,244 164,244

TY 2023 LegalFeesSchedule
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 31,464 0   45,794


TY 2023 OtherAssetsSchedule
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM-RELATED INVESTMENTS 780,812 2,686,453 2,686,453


TY 2023 OtherDecreasesSchedule
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Description Amount
UNREALIZED LOSS ON INVESTMENTS 507,719


TY 2023 OtherExpensesSchedule
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM ACTIVITIES - KNOWLEDGE AND NETWORKS 55,929 0   55,929
DUES 0 0   10,450
GIFTS 3,399 0   0
INSURANCE 10,802 0   19,686
OFFICE EQUIPMENT 3,079 0   2,848
OFFICE SUPPLIES 1,745 0   1,832
REGISTRATION FEES 538 0   538
TELEPHONE 212 0   228
PROFESSIONAL DEVELOPMENT 3,536 0   3,536
PROVISION FOR CREDIT LOSSES 185,000 0   0
LLC 20-5133649 OTHER EXPENSES 0 3,094   0
LLC 37-1973129 OTHER EXPENSES 0 38,786   0
LP 36-7205063 OTHER EXPENSES 0 1,313   0
LP 36-7324183 OTHER EXPENSES 0 5   0
LP 45-3277924 OTHER EXPENSES 0 86,247   0
LP 47-2972531 OTHER EXPENSES 0 247   0
LP 81-1782972 OTHER EXPENSES 0 25,557   0
LP 81-2829807 OTHER EXPENSES 0 12,962   0
LP 83-2790116 OTHER EXPENSES 0 1   0
LP 83-2790202 OTHER EXPENSES 0 2,952   0
LP 85-1915240 OTHER EXPENSES 0 7,191   0
LP 85-2849753 OTHER EXPENSES 0 22,119   0
LP 87-2979752 OTHER EXPENSES 0 10,130   0
LP 87-3002554 OTHER EXPENSES 0 20,590   0
LP 98-1137301 OTHER EXPENSES 0 3,178   0
LP 98-1186758 OTHER EXPENSES 0 86   0
LP 98-1532247 OTHER EXPENSES 0 16,686   0
REMOVE UBI 0 -121   0


TY 2023 OtherIncomeSchedule2
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP DISTRIBUTIONS 367,374 0 367,374
OTHER INVESTMENT INCOME 868 868 868
LLC 20-5133649 OTHER LOSS 0 -691 0
LP 36-7205063 OTHER INCOME 0 58,710 0
LP 36-7324183 OTHER LOSS 0 -310,247 0
LP 45-3277924 OTHER LOSS 0 -136,576 0
LP 47-2972531 OTHER INCOME 0 97,112 0
LP 81-1782972 OTHER INCOME 0 46 0
LP 81-2829807 OTHER LOSS 0 -21,098 0
LP 83-2790116 OTHER LOSS 0 -323,270 0
LP 83-2790202 OTHER INCOME 0 1,191 0
REMOVE UBI 0 334,343 0
CREDIT CARD CREDIT 391   391


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 27 27   0
CUSTODIAL FEES 43,310 43,310   0
INVESTMENT FEES 152,865 152,865   0
IT SERVICES 57,603 0   57,938
MANAGEMENT FEES 33,360 33,360   0
PAYROLL AND 401K SERVICE FEES 9,366 0   9,366
RESEARCH AND CONSULTING 98,252 0   95,242
COMMUNICATIONS 49,283 0   49,632


TY 2023 TaxesSchedule
Name:
THE BARRA FOUNDATION INC
EIN:
23-6277885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 53,700 0   0
PAYROLL TAXES 51,160 5,835   45,325
LLC 37-1973129 FOREIGN TAX 0 18,038   0
LP 36-7205063 FOREIGN TAX 0 16,990   0
LP 36-7324183 FOREIGN TAX 0 1,396   0
LP 45-3277924 FOREIGN TAX 0 21,356   0
LP 81-1782972 FOREIGN TAX 0 688   0
LP 81-2829807 FOREIGN TAX 0 116   0