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 07-01-2023 , and ending 06-30-2024
Name of foundation
Stoneleign Foundation
 
% EXECUTIVE DIRECTOR
Number and street (or P.O. box number if mail is not delivered to street address)123 S Broad Street Suite 1630
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Philadelphia, PA19109
A Employer identification number

37-1526458
B Telephone number (see instructions)

(215) 735-7080
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$104,369,423J 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) 5,020
2 Check right arrow.............
3 Interest on savings and temporary cash investments 919,950 926,021 919,950
4 Dividends and interest from securities... 915,699 918,731 915,699
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,253,825
b Gross sales price for all assets on line 6a 25,503,473
7 Capital gain net income (from Part IV, line 2)... 4,353,835
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).......   -19,182  
12 Total. Add lines 1 through 11........ 6,094,494 6,179,405 1,835,649
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 302,800     302,800
14 Other employee salaries and wages...... 696,515     602,143
15 Pension plans, employee benefits....... 235,746     220,710
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,653 0 0 35,804
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
455,982 439,277 403,994 43,188
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
147,910      
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
2,108    
20 Occupancy.............. 75,573     75,573
21 Travel, conferences, and meetings....... 5,990     5,544
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
110,131 241,461   158,643
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,057,408 680,738 403,994 1,444,405
25 Contributions, gifts, grants paid....... 2,432,178 2,549,514
26 Total expenses and disbursements. Add lines 24 and 25 4,489,586 680,738 403,994 3,993,919
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,604,908
b Net investment income (if negative, enter -0-) 5,498,667
c Adjusted net income (if negative, enter -0-)... 1,431,655
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............. 348,504 7,088 7,088
2 Savings and temporary cash investments......... 3,144,007 6,278,128 6,278,128
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.......... 13,637 22,177 22,177
10a Investments—U.S. and state government obligations (attach schedule) 22,381,350 Click to see attachment
List of Attached Documents:
// Content
17,672,306 		17,672,306
b Investments—corporate stock (attach schedule)....... 53,168,063 Click to see attachment
List of Attached Documents:
// Content
59,052,670 		59,052,670
c Investments—corporate bonds (attach schedule)....... 610,740 Click to see attachment
List of Attached Documents:
// Content
386,003 		386,003
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).......... 17,336,704 Click to see attachment
List of Attached Documents:
// Content
20,949,886 		20,949,886
14 Land, buildings, and equipment: basis right arrow109,061
Less: accumulated depreciation (attach schedule) right arrow107,896 3,274 1,165 1,165
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 97,006,279 104,369,423 104,369,423
Liabilities 17 Accounts payable and accrued expenses.......... 73,219 181,364
18 Grants payable................. 2,466,377 2,319,491
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) Click to see attachment
List of Attached Documents:
// Content
250,000 		Click to see attachment
List of Attached Documents:
// Content
330,000
23 Total liabilities (add lines 17 through 22)......... 2,789,596 2,830,855
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........... 94,216,683 101,538,568
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)..... 94,216,683 101,538,568
30 Total liabilities and net assets/fund balances (see instructions). 97,006,279 104,369,423
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
94,216,683
2
Enter amount from Part I, line 27a .....................
2
1,604,908
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,716,977
4
Add lines 1, 2, and 3 ..........................
4
101,538,568
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
101,538,568
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 SALE OF INVESTMENTS P    
b RCP FUND XV, LP      
c RCP SECONDARY OPPORTUNITY FUND IV, LP      
d RCP FUND XV, LP P    
e RCP SECONDARY OPPORTUNITY FUND IV, LP 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 25,503,473   21,249,648 4,253,825
b       78,815
c       20,047
d       1,178
e       -30
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       4,253,825
b        
c        
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 4,353,835
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 76,431
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  
3 Add lines 1 and 2........................... 3 76,431
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 76,431
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 46,680
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 58,680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 247
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 17,998
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
 
 
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
 
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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
 
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
 
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
 
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
 
 
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 arrow
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
Yes
 
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 arrowSTONELEIGHFOUNDATION.ORG
14
The books are in care ofright arrowEXECUTIVE DIRECTOR Telephone no.right arrow (215) 735-7080

Located atright arrow123 S BROAD STREET 1630PHILADELPHIAPA ZIP+4right arrow19109
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
 
No
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)
Yes
 
(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
 
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
 
 
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
KATHERINE H CHRISTIANO CHAIR
2.0 		0 0 0
123 S BROAD STREET
SUITE 1630
PHILADELPHIA,PA19109
LAURA WILLIAMSON TREASURER
2.0 		0 0 0
123 S BROAD STREET
SUITE 1630
PHILADELPHIA,PA19109
WHIQUITTA TOBAR SECRETARY
1.0 		0 0 0
123 S BROAD STREET
SUITE 1630
PHILADELPHIA,PA19109
CATHERINE CARR VICE CHAIR
1.0 		0 0 0
123 S BROAD STREET
SUITE 1630
PHILADELPHIA,PA19109
ALICE DUBOW DIRECTOR
1.0 		0 0 0
123 S BROAD STREET
SUITE 1630
PHILADELPHIA,PA19109
CAROL HAAS GRAVAGNO DIRECTOR
1.0 		0 0 0
123 S BROAD STREET
SUITE 1630
PHILADELPHIA,PA19109
MATTHEW HURFORD DIRECTOR
1.0 		0 0 0
123 S BROAD STREET
SUITE 1630
PHILADELPHIA,PA19109
MATT SCHAENEN DIRECTOR
1.0 		0 0 0
123 S BROAD STREET
SUITE 1630
PHILADELPHIA,PA19109
KEVIN BETHEL DIRECTOR
1.0 		0 0 0
123 S BROAD STREET
SUITE 1630
PHILADELPHIA,PA19109
RONNIE BLOOM EXECUTIVE DIRECTOR
32.0 		235,636 51,017 0
123 S BROAD STREET
SUITE 1630
PHILADELPHIA,PA19109
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
MARIE WILLIAMS DEPUTY DIRECTOR
40.0 		174,728 31,304 0
123 S BROAD STREET
PHILADELPHIA,PA19109
JANET KROLL SR STATEGY & PLG OFR
32.0 		113,498 29,293 0
123 S BROAD STREET
PHILADELPHIA,PA19109
RONA NAVERA DIRECTOR OF ADMIN
40.0 		110,050 27,979 0
123 S BROAD STREET
PHILADELPHIA,PA19109
MARK HOUCK GRANTS IMPACT ANLYST
40.0 		71,562 23,765 0
123 S BROAD STREET
PHILADELPHIA,PA19109
ANNE MARIE MCGRORY DIR OF COMMUNICATION
32.0 		64,935 26,400 0
123 S BROAD STREET
PHILADELPHIA,PA19109
Total number of other employees paid over $50,000...................right arrow 7
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
 
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 IN OPERATING THE FELLOWSHIP PROGRAMS, THE FOUNDATION SEEKS TO: AFFECT THE WELL-BEING OF CHILDREN AND YOUTH; INVEST IN POLICY CHANGE, PRACTICE IMPROVEMENT, AND RESEARCH 3,993,919
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
92,306,768
b
Average of monthly cash balances.......................
1b
7,264,645
c
Fair market value of all other assets (see instructions)................
1c
17,907
d
Total (add lines 1a, b, and c).........................
1d
99,589,320
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
99,589,320
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,965,881
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
95,623,439
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,781,172
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
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
3,993,919
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,993,919
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  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
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....  
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
2006-11-18
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
1,431,655 1,798,716 2,524,823 1,936,820 7,692,014
b 85% (0.85) of line 2a ......... 1,216,907 1,528,909 2,146,100 1,646,297 6,538,213
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		3,993,919 3,846,161 3,851,691 3,463,789 15,155,560
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 .... 		3,993,919 3,846,161 3,851,691 3,463,789 15,155,560
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)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		3,187,448 3,008,414 3,496,104 3,268,029 12,959,995
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RONNIE BLOOM
123 S BROAD STREET
PHILADELPHIA,PA19109
(215) 735-7080
RBLOOM@STONELEIGHFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
GRANT GUIDELINES: THE STONELEIGH FELLOWSHIP IS DESIGNED TO SUPPORT RESEARCHERS, PRACTITIONERS, AND POLICYMAKERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, CHILD WELFARE, JUVENILE JUSTICE, OR RELATED FIELDS. WE ARE PARTICULARLY INTERESTED IN INDIVIDUALS WHOSE FELLOWSHIP PROPOSAL INVOLVES WORK THAT CROSSES SYSTEMS OR ENHANCES THE COORDINATION OF SERVICE DELIVERY. ACCOMPLISHED PRACTITIONERS, POLICYMAKERS, AND RESEARCHERS WHO HAVE DEMONSTRATED LEADERSHIP IN VIOLENCE PREVENTION, JUVENILE JUSTICE, CHILD WELFARE OR ALLIED FIELDS (E.G. EDUCATION, HEALTH AND BEHAVIORAL HEALTH AS THEY RELATE TO DEPENDENT AND DELINQUENT POPULATIONS) ARE ENCOURAGED TO APPLY. CANDIDATES MIGHT BE PRACTITIONERS IN YOUTH- OR FAMILY-SERVING ORGANIZATIONS OR SYSTEMS, OR POLICYMAKERS, ANALYSTS OR RESEARCHERS WORKING IN NON-PROFIT, GOVERNMENTAL OR ACADEMIC INSTITUTIONS.
cAny submission deadlines:
WE SEEK INDIVIDUALS WHO HAVE: A TRACK RECORD OF ADVOCATING FOR CHANGE IN THE FIELDS OF CHILD WELFARE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
IN ADDITION TO CANDIDATES' PROFESSIONAL QUALIFICATIONS, STONELEIGH SELECTS FELLOWS BASED ON THE QUALITY OF PROPOSED IDEAS, THE FIT OF PROPOSED PROJECTS WITH THE FOUNDATION'S FOCUS AND GOALS, AND THE LIKELIHOOD THAT THE PROPOSED WORK CAN BE CARRIED OUT EFFECTIVELY. A DIVERSE REVIEW COMMITTEE EVALUATES EACH PROPOSAL. SPECIFIC CRITERIA TO BE USED IN JUDGING PROPOSALS INCLUDE: SIGNIFICANCE: THE PROPOSED WORK EFFECTIVELY ADDRESSES CRITICAL PROGRAM, POLICY OR RESEARCH ISSUES AND THUS IS LIKELY TO IMPROVE THE LIFE OUTCOMES OF YOUTH IMPACTED BY VIOLENCE OR THOSE INVOLVED WITH OR AT RISK OF INVOLVEMENT WITH THE CHILD WELFARE AND JUVENILE JUSTICE SYSTEMS. EFFECTIVENESS: THE PROPOSAL SPECIFICALLY INDICATES HOW THE PROJECT WILL EFFECTIVELY PROMOTE SYSTEMS CHANGE AND HOW IT HAS THE POTENTIAL TO IMPROVE YOUTH OUTCOMES. CANDIDATES INDICATE CLEARLY THEIR PERSONAL EFFECTIVENESS IN BEING ABLE TO CARRY OUT THE WORK. FEASIBILITY: THE SCOPE OF THE PROJECT FITS WITHIN THE TIME AND RESOURCES ALLOTTED BY THE
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

Resolve Philly (Steve Volk)

403 Arrowhead Drive
Litiz,PA17543 		  I Research Fellowship 189,819

Jennifer Merrigan

1901 South 9th St
608
Philadelphia,PA19148 		  I Research Fellowship 170,662

Sara Kruzan

1250 Connecticut Ave NW
Suite 700
Washington,DC20036 		  I Research Fellowship 150,368

Eduardo Quezada

1216 Arch Street
4th Floor
Philadelphia,PA19107 		  I Research Fellowship 93,472

Sara Katz

1801 N Broad St
Philadelphia,PA19122 		  I Research Fellowship 178,000

Drexel University (Arturo Zinny)

400 Market Street
Suite 200
Philadelphia,PA19106 		  PC Research Fellowship 174,901

National Assessment Center (Anne Marie Ambrose)

9614 Braden Run
Bradenton,FL34202 		  PC Research Fellowship 174,975

Jay Breneman

111 S Independence Mall E
Philadelphia,PA19106 		  I Research Fellowship 175,000

Juvenile Law Center

1800 John F Kennedy Blvd
Philadelphia,PA19103 		  PC Research Fellowship 320,684

R Stanford & C Brown

1901 South 9th Street
Philadelphia,PA19148 		  I Research Fellowship 153,935

Nicole Smith-Kea

1500 Terrell Road
Shady Side,MD20733 		  I Research Fellowship 1,668

S Bilchik

600 New Jersey Ave NW
Washington,DC20001 		  I Research Fellowship 82,532

Christa Caceres

111 S Independence Mall E
Philadelphia,PA19106 		  I Research Fellowship 12,621

Hanae Manson

2231 N Broad St
Ste 200
Philadelphia,PA19132 		  I Research Fellowship 81,863

Franklin Moreno

1801 N Broad St
Philadelphia,PA19122 		  I Research Fellowship 89,901

Oronde McClain

1315 Walnut Street
Suite 320
Philadelphia,PA19107 		  I Research Fellowship 86,462

Julia Zielinski

5412 N 5th Street
Philadelphia,PA19120 		  I Research Fellowship 79,939

Georgetown University (Meghan Ogle)

500 First Street
NW 4th Fl
Washington,DC20001 		  PC Research Fellowship 230

Asian Arts Initiative

1219 Vine Strett
Philadelphia,PA19107 		  PC Youth Engagement 35,000

UrbEd

1521 Locust Street
Suite 1001
Philadelphia,PA19102 		  PC Youth Engagement 30,000

Culture Trust Greater Philadelphia

1315 Walnut Street
Suite 320
Philadelphia,PA19107 		  PC Youth Engagement 25,000

DayOneNotDayTwo

744 South Street
Box 1074
Philadelphia,PA19147 		  PC Opportunity Fund Grant 35,000

Jill McCorkel

114 14th Street SE
Washington,DC20003 		  I Opportunity Fund Grant 10,000

Jody Kent Lavy

807 South 20th Street
Philadelphia,PA19146 		  I Opportunity Fund Grant 40,000

Sangeeta Prasad

3 S Penn Sq
Philadelphia,PA191073407 		  I Opportunity Fund Grant 17,500

Children's Hospital of Philadelphia (Ruth Abaya)

2716 SOUTH STREET
Philadelphia,PA19146 		  PC Research Fellowship 120,983
Total .................................right arrow 3a 2,530,515
bApproved for future payment

School District of Philadelphia (Brandy Blasko)
440 N Broad Street
Philadelphia,PA19130 		  PC Research Fellowship 29,118

CeaseFire PA (Jay Breneman)
111 S Independence Mall E
Philadelphia,PA19106 		  PC Research Fellowship 350,000

Lenafast Institute (Samantha Melamed)
100 S Independence Mall W
Suite 600
Philadelphia,PA19106 		  PC Research Fellowship 350,000

Temple University (Franklin Moreno)
1801 N Broad St
Philadelphia,PA19122 		  PC Research Fellowship 95,963

Movement Alliance Project (Hanae Manson)
2231 N Broad St
Ste 200
Philadelphia,PA19132 		  PC Research Fellowship 86,453

Cambodian Assoc of Greater PHL (Julia Zielinski)
5412 N 5th Street
Philadelphia,PA19120 		  PC Research Fellowship 86,277

Culture Trust (Oronde McClain)
1315 Walnut Street
Suite 320
Philadelphia,PA19107 		  PC Research Fellowship 92,713

CeaseFire PA (Christa Caceres)
506 Broad St
Milford,PA18337 		  PC Research Fellowship 149,777
Total ................................. right arrow 3b 525,786
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 ........... 		900099 127 14 919,823  
4 Dividends and interest from securities .... 900099 23,293 14 892,406  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		900099 -1,692 18 4,255,517  
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) .. 21,728 6,067,746  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,089,474
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Stoneleign Foundation
EIN:
37-1526458
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting/Audit 24,653     35,804

TY 2023 CashDeemedCharitableExplnStmt
Name:
Stoneleign Foundation
EIN:
37-1526458
Explanation:
IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $3,965,881 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT. 1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $99,589,321 2. 1.5% OF LINE 1: $1,493,840 3. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $4,057,565 (6/30/22); $3,846,161 (6/30/23); AND $3,993,919 (6/30/24) FOR AN AVERAGE OF $3,965,881 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES.

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

TY 2023 DepreciationSchedule
Name:
Stoneleign Foundation
EIN:
37-1526458
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
Stoneleign Foundation
EIN:
37-1526458
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 386,003 386,003

TY 2023 InvestmentsCorpStockSchedule
Name:
Stoneleign Foundation
EIN:
37-1526458
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 37,042,277 37,042,277
EQUITY MUTUAL FUNDS 14,712,571 14,712,571
Equity exchange traded funds 7,297,822 7,297,822

TY 2023 InvestmentsGovtObligationsSch
Name:
Stoneleign Foundation
EIN:
37-1526458
US Government Securities - End of Year Book Value:

17,672,306
US Government Securities - End of Year Fair Market Value:

17,672,306
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
Stoneleign Foundation
EIN:
37-1526458
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Alternative investments FMV 20,949,886 20,949,886

TY 2023 OtherExpensesSchedule
Name:
Stoneleign Foundation
EIN:
37-1526458
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Board Expenses 5,088     5,088
OFFICE SUPPLIES 8,912     9,542
IT/NETWORK SUPPORTS 21,505     21,505
Other Expenses 40,750     88,400
Membership Fee 8,916     8,916
Insurance 1,564     1,796
Public Events 23,396     23,396
K-1 OTHER EXPENSES   241,461    


TY 2023 OtherIncomeSchedule2
Name:
Stoneleign Foundation
EIN:
37-1526458
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 OTHER INCOME   -19,182  


TY 2023 OtherIncreasesSchedule
Name:
Stoneleign Foundation
EIN:
37-1526458
Description Amount
unrealized change in assets 5,716,977


TY 2023 OtherLiabilitiesSchedule
Name:
Stoneleign Foundation
EIN:
37-1526458
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 250,000 330,000


TY 2023 OtherProfessionalFeesSchedule
Name:
Stoneleign Foundation
EIN:
37-1526458
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Other Professional Fees 754     2,254
PAYROLL PROCESSING 1,246     1,246
INVESTMENT FEES 403,994 403,994 403,994  
STRATEGY ASSESSMENT/PLANNING 49,988     39,688
K-1 OTHER PROFESSIONAL FEES   35,283    


TY 2023 TaxesSchedule
Name:
Stoneleign Foundation
EIN:
37-1526458
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 147,910