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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WYNCOTE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1717 ARCH STREET 1430
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

26-3535044
B Telephone number (see instructions)

(215) 557-9577
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$604,878,245J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 16,106,162 17,104,150  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 17,156,326
b Gross sales price for all assets on line 6a 56,460,590
7 Capital gain net income (from Part IV, line 2)... 21,789,845
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
0 479,728  
12 Total. Add lines 1 through 11........ 33,262,488 39,373,723  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 300,000 90,000   210,000
14 Other employee salaries and wages...... 341,831 102,549   239,282
15 Pension plans, employee benefits....... 100,979 30,294   70,685
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
55,309 0   55,309
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
47,250 23,625   23,625
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,018,272 1,013,974   4,298
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
647,748 214,535   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,311 0   8,311
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
585,710 2,626,452   372,911
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,105,410 4,101,429   984,421
25 Contributions, gifts, grants paid....... 25,249,640 26,273,216
26 Total expenses and disbursements. Add lines 24 and 25 28,355,050 4,101,429   27,257,637
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,907,438
b Net investment income (if negative, enter -0-) 35,272,294
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 96,398 301,260 301,260
2 Savings and temporary cash investments......... 14,420,696 12,984,223 12,984,223
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 269,145,862 Click to see attachment
List of Attached Documents:
// Content
278,456,330 		278,456,330
c Investments—corporate bonds (attach schedule)....... 93,593,444 Click to see attachment
List of Attached Documents:
// Content
112,155,854 		112,155,854
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).......... 204,012,208 Click to see attachment
List of Attached Documents:
// Content
200,980,578 		200,980,578
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 581,268,608 604,878,245 604,878,245
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 12,454,917 11,431,341
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
1,140,000 		Click to see attachment
List of Attached Documents:
// Content
1,400,000
23 Total liabilities (add lines 17 through 22)......... 13,594,917 12,831,341
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........... 567,673,691 592,046,904
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)..... 567,673,691 592,046,904
30 Total liabilities and net assets/fund balances (see instructions). 581,268,608 604,878,245
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
567,673,691
2
Enter amount from Part I, line 27a .....................
2
4,907,438
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
19,735,775
4
Add lines 1, 2, and 3 ..........................
4
592,316,904
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
270,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
592,046,904
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b STRATEGIC VALUE PARTNERS OFFSHORE P 2010-02-25 2024-04-26
c STRATEGIC VALUE PARTNERS OFFSHORE P 2010-02-25 2024-07-01
d STRATEGIC VALUE PARTNERS OFFSHORE P 2010-02-25 2024-08-30
e STRATEGIC VALUE PARTNERS OFFSHORE P 2010-02-25 2024-09-25
STRATEGIC VALUE PARTNERS OFFSHORE P 2010-02-25 2024-12-31
LP 27-2996434 P    
LP 27-4591086 P    
LP 30-0567961 P    
LP 32-0454714 P    
LP 38-3913015 P    
LP 38-3953815 P    
LP 46-1712320 P    
LP 46-4098482 P    
LP 47-1245315 P    
LP 47-3115185 P    
LP 47-5189160 P    
LP 80-0825725 P    
LP 81-5082730 P    
LP 82-1236151 P    
LP 82-2196904 P    
LP 82-2586937 P    
LP 82-4015782 P    
LP 82-4774625 P    
LP 82-5192085 P    
LP 84-3522755 P    
LP 84-3786860 P    
LP 84-3971737 P    
LP 85-1359569 P    
LP 85-1635653 P    
LP 86-2594943 P    
LP 87-1225271 P    
LP 87-4625590 P    
LP 87-4776255 P    
LP 98-0622302 P    
LP 98-1129300 P    
LP 98-1184819 P    
LP 98-1246405 P    
LP 98-1281526 P    
LP 98-1325964 P    
LP 98-1385841 P    
LP 98-1520786 P    
LP 99-0384770 P    
REMOVE UBI P    
OAK HILL ADVISORS EUROPEAN STRATEGIC CREDIT FUND (OFFSHORE) LP P 2012-04-01 2024-09-30
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 46,119,884   34,710,126 11,409,758
b 2,403,738   1,352,980 1,050,758
c 2,129,791   1,152,005 977,786
d 1,601,309   861,750 739,559
e 263,522   140,695 122,827
1,986,667   1,086,708 899,959
      -699
      -191,460
      1,095
      26,091
      -498,410
      -293,779
      -36,449
      -17,191
      172,163
      -12,269
      2,083
      -91,722
      -10,987
      183,177
      -48,263
      -28,426
      16,988
      15,377
      -442,630
      1,718
      1,331,460
      -4,118
      734
      -24,001
      28,003
      -9,102
      81,838
      28,757
      -129,479
      74,751
      1,418,550
      335,240
      325,121
      1,812,767
      547,880
      74,150
      7,405
      -102,208
89,364     89,364
1,955,679     1,955,679
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       11,409,758
b       1,050,758
c       977,786
d       739,559
e       122,827
      899,959
      -699
      -191,460
      1,095
      26,091
      -498,410
      -293,779
      -36,449
      -17,191
      172,163
      -12,269
      2,083
      -91,722
      -10,987
      183,177
      -48,263
      -28,426
      16,988
      15,377
      -442,630
      1,718
      1,331,460
      -4,118
      734
      -24,001
      28,003
      -9,102
      81,838
      28,757
      -129,479
      74,751
      1,418,550
      335,240
      325,121
      1,812,767
      547,880
      74,150
      7,405
      -102,208
      89,364
      1,955,679
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 21,789,845
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) 1 490,285
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........................... 3 490,285
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- ..... 5 490,285
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 538,166
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 90,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 628,166
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 137,881
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow137,881 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.WYNCOTEFOUNDATION.ORG
14
The books are in care ofright arrowKRISTIN ROSS ROBINSON Telephone no.right arrow (215) 557-9577

Located atright arrow1717 ARCH STREET SUITE 1430PHILADELPHIAPA ZIP+4right arrow19103
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DUNCAN A HAAS BOARD CHAIR
4.00 		0 0 0
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
DAVID W HAAS VICE CHAIR/SECRETARY
4.00 		0 0 0
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
FREDERICK R HAAS VICE CHAIR
4.00 		0 0 0
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
LEONARD C HAAS VICE CHAIR
4.00 		0 0 0
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
KRISTIN ROSS ROBINSON EXECUTIVE DIRECTOR/ASST. TREASURER
40.00 		300,000 33,911 0
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
SARA SCHREFFLER MANAGING DIRECTOR
40.00 		132,530 5,830 0
1717 ARCH ST SUITE 1430
PHILADELPHIA,PA19103
KATE K HOLDSWORTH GRANTS AND OPERATION
40.00 		120,508 13,137 0
1717 ARCH ST SUITE 1430
PHILADELPHIA,PA19103
HAZEL EATON OPERATIONS ASSISTANT
32.00 		68,793 6,206 0
1717 ARCH ST SUITE 1430
PHILADELPHIA,PA19103
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
WELLS FARGO BANK NA INVESTMENT MANAGEMENT FEES 716,032
420 MONTGOMERY STREET
SAN FRANCISCO,CA94104
EDGEWOOD MANAGEMENT INVESTMENT MANAGEMENT FEES 229,737
535 MADISON AVENUE 15TH FLOOR
NEW YORK,NY10022
FO HOUSTOUN CONSULTING FEES 132,950
1717 ARCH STREET SUITE 1430
PHILADELPHIA,PA19103
SEGAL MARCO ADVISORS CONSULTING FEES 131,318
116 HUNTINGTON AVENUE
BOSTON,MA021165744
VANGUARD GROUP INVESTMENT MANAGEMENT FEES 68,205
PO BOX 780216
PHILADELPHIA,PA19178
Total number of others receiving over $50,000 for professional services.............right arrow2
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
380,547,029
b
Average of monthly cash balances.......................
1b
14,673,880
c
Fair market value of all other assets (see instructions)................
1c
200,980,578
d
Total (add lines 1a, b, and c).........................
1d
596,201,487
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
596,201,487
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,943,022
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
587,258,465
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
29,362,923
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
29,362,923
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
490,285
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
23,762
c
Add lines 2a and 2b............................
2c
514,047
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
28,848,876
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
28,848,876
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
28,848,876
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
27,257,637
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
27,257,637
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 28,848,876
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 13,770,760
b From 2020...... 4,072,185
c From 2021......  
d From 2022...... 2,260,240
e From 2023......  
f Total of lines 3a through e ........ 20,103,185
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 27,257,637
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 27,257,637
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 1,591,239 1,591,239
(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 18,511,946
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		12,179,521
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,332,425
10 Analysis of line 9:
a Excess from 2020.... 4,072,185
b Excess from 2021....  
c Excess from 2022.... 2,260,240
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

1812 PRODUCTIONS INC

2329 SOUTH 3RD STREET
PHILADELPHIA,PA19148 		  PC SUPPORT FOR ONGOING PROGRAMS 55,000

ACT II PLAYHOUSE LTD

56 EAST BUTLER AVENUE
AMBLER,PA19002 		  PC SUPPORT FOR ONGOING PROGRAMS 15,000

AMERICAN DOCUMENTARY INC

20 JAY STREET SUITE 937
BROOKLYN,NY11201 		  PC SUPPORT FOR ONGOING PROGRAMS 232,850

AMERICAN ORGAN ACADEMY

1184 WOODLAND STREET SW
HARTVILLE,OH44632 		  PC SUPPORT FOR ONGOING PROGRAMS 220,000

AMERICAN UNIVERSITY

4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		  PC SUPPORT FOR CURRENT 297,500

ARDEN THEATRE COMPANY

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

AYITI DEMEN

28 BETHUNE STREET
NEW YORK,NY10014 		  PC SUPPORT FOR ONGOING PROGRAMS 60,000

BALLARD FOOD BANK

1400 NW LEARY WAY
SEATTLE,WA98107 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

BALLETX

1923 WASHINGTON AVENUE
PHILADELPHIA,PA19146 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

BAY AREA VIDEO COALITION

145 NINTH STREET 101
SAN FRANCISCO,CA94103 		  PC SUPPORT FOR SPECIFIC PICTURES 120,000

BEARDED LADIES CABARET

1315 WALNUT STREET 320
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 150,000

BERKSHIRE AGRICULTURE VENTURES INC

321 MAIN STREET 202
GREAT BARRINGTON,MA01230 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

BLACKSTAR

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

BRISTOL RIVERSIDE THEATER COMPANY INC

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

BROWN UNIVERSITY

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

CATAPULT FILM FUND

39 MESA STREET 105
SAN FRANCISCO,CA94129 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

CENTER CITY DISTRICT FOUNDATION

660 CHESTNUT STREET
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 112,238

CENTER FOR INVESTIGATIVE REPORTING INC AKA FOUNDATION FOR NATIONAL PROGR

222 SUTTER STREET SUITE 600
SAN FRANCISCO,CA94108 		  PC SUPPORT FOR ONGOING PROGRAMS 75,000

CHURCH OF THE HOLY TRINITY RITTENHOUSE SQUARE

1904 WALNUT STREET
PHILADELPHIA,PA19103 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 240,840

CIVIC NEWS COMPANY

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

CLIMATE SOLUTIONS

1402 THIRD AVENUE SUITE 1200
SEATTLE,WA98101 		  PC SUPPORT FOR ONGOING PROGRAMS 350,000

DELAWARE PUBLIC MEDIA

PO BOX 455
DOVER,DE199012202 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

DEVELOPING RADIO PARTNERS

700 12TH STREET NW SUITE 700
WASHINGTON,DC20005 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

DREXEL UNIVERSITY

3141 CHESTNUT STREET
PHILADELPHIA,PA19104 		  PC SUPPORT FOR ENDOWMENT AND ONGOING PROGRAMS 225,000

EARTHJUSTICE

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

EPISCOPAL CHURCH OF BETHESDA-BY-THE-SEA

141 SOUTH COUNTY ROAD
PALM BEACH,FL33480 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 142,472

FARESTART

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

FIRELIGHT MEDIA INC

72 HAMILTON TERRACE
NEW YORK,NY10031 		  PC SUPPORT FOR ONGOING PROGRAMS 150,000

FIRST PERSON ARTS

245 SOUTH 16TH STREET
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

FONKOZE USA INC

1900 L ST NW SUITE 304
WASHINGTON,DC20036 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

FOOD LIFELINE

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

FOOD MOXIE

559 CARPENTER LANE
PHILADELPHIA,PA19119 		  PC SUPPORT FOR ONGOING PROGRAMS 30,000

FRIENDS CENTRAL SCHOOL CORPORATION

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

FRIENDS OF KEXP

472 1ST AVENUE NORTH
SEATTLE,WA98109 		  PC SUPPORT FOR ONGOING PROGRAMS 375,000

FRIENDS OF THE WISSAHICKON INC

40 WEST EVERGREEN AVENUE SUITE 108
PHILADELPHIA,PA19118 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

FRINGEARTS

140 N COLUMBUS BLVD AT RACE ST
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 550,000

GLEN FOERD CONSERVATION CORPORATION

5001 GRANT AVENUE
PHILADELPHIA,PA19114 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 26,600

GREATER PHILADELPHIA FILM OFFICE

1400 JFK BLVD 7TH FLOOR ROOM 702
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 15,000

HEDGEROW THEATRE INC

146 WEST ROSE VALLEY ROAD
ROSE VALLEY,PA19086 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

HISTORIC ORGAN RESTORATION COMMITTEE

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

INDEPENDENT TELEVISION SERVICE INC

1435 FOLSOM STREET
SAN FRANCISCO,CA94103 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

INIS NUA THEATRE COMPANY

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

INSTITUTE FOR JUSTICE AND DEMOCRACY IN HAITI INC

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

INTERACT INC

302 S HICKS STREET
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

INTERNATIONAL DOCUMENTARY FOUNDATION INC

3600 WILSHIRE BLVD SUITE 1810
LOS ANGELES,CA90010 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

ITHACA COLLEGE

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

JOHNS HOPKINS UNIVERSITY

PO BOX 49143
BALTIMORE,MD21297 		  PC SUPPORT FOR THE CENTER FOR CLINICAL GLOBAL HEALTH EDUCATION AND THE CENTER FOR GUPTA-KLINSKY INDIA INSTITUTE 325,000

KEEP OUR REPUBLIC CHARITABLE FUND

120 WATERFRONT STEET 420
NATIONAL HARBOR,MD20745 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

KUOW-PUGET SOUND PUBLIC RADIO

4518 UNIVERSITY WAY NE SUITE 310
SEATTLE,WA98105 		  PC SUPPORT FOR ONGOING PROGRAMS 200,000

LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC

120 WALL STREET 19TH FLOOR
NEW YORK,NY10005 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

LANTERN THEATER COMPANY

7058 GERMANTOWN AVENUE SUITE 102
PHILADELPHIA,PA19119 		  PC SUPPORT FOR ONGOING PROGRAMS AND CAPITAL IMPROVEMENTS 100,000

LENFEST INSTITUTE FOR JOURNALISM LLC

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

LIFECYCLE WOMANCARE

918 COUNTY LINE ROAD
BRYN MAWR,PA19010 		  PC SUPPORT FOR CAPITAL IMPROVEMENTS 50,000

LIFELONG-HEALTH FOR ALL

210 SOUTH LUCILE STREET
SEATTLE,WA98108 		  PC SUPPORT FOR ONGOING PROGRAMS 20,000

LOCAL JOURNALISM INITIATIVE

1425 WOODLAWN AVE
WILMINGTON,DE198062447 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

MACGUFFIN THEATRE AND FILM COMPANY

2030 SANSOM STREET SUITE 2
PHILADELPHIA,PA19103 		  PC SUPPORT FOR ONGOING PROGRAMS 20,000

MASS DESIGN GROUP LTD

1 CHANDLER STREET
BOSTON,MA02116 		  PC SUPPORT FOR ONGOING PROGRAMS 200,000

MEDIA IMPACT FUNDERS INC

200 WEST WASHINGTON SQUARE SUITE
220
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 155,000

METROPOLITAN OPERA ASSOCIATION INC

30 LINCOLN CENTER
NEW YORK,NY10023 		  PC SUPPORT FOR HISTORIC PIPE ORGAN PROGRAMMING 100,000

MINNESOTA PUBLIC RADIO

480 CEDAR STREET
SAINT PAUL,MN55101 		  PC SUPPORT FOR HISTORIC PIPE ORGAN PROGRAMMING 135,000

MONTGOMERY THEATER INC

PO BOX 64033
SOUDERTON,PA18964 		  PC SUPPORT FOR ONGOING PROGRAMS 12,500

NATIONAL CENTER FOR FAMILY PHILANTHROPY INC

1667 K STREET NW SUITE 350
WASHINGTON,DC20006 		  PC SUPPORT FOR ONGOING PROGRAMS 75,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY - GREATER NORTHWEST

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

NATIONAL PARKS CONSERVATION ASSOCIATION

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

NATIONAL PHILANTHROPIC TRUST

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

NATURAL LANDS TRUST INC

1031 PALMERS MILL ROAD
MEDIA,PA19063 		  PC SUPPORT FOR ONGOING PROGRAMS 620,000

NEW PARADISE LABORATORIES THEATRE INC

747 CORINTHIAN AVE
PHILADELPHIA,PA19130 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

NEW YORK THEATRE WORKSHOP INC

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

NEWPORT FESTIVALS FOUNDATION INC

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

NICHOLE CANUSO DANCE COMPANY

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

NORTH CAROLINA PUBLIC TELEVISION FOUNDATION INC

PO BOX 12231
RESEARCH TRIANGLE PARK,NC27709 		  PC SUPPORT FOR REEL SOUTH 40,000

NORTHWEST HARVEST E M M

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

OPERA PHILADELPHIA

1420 LOCUST STREET SUITE 210
PHILADELPHIA,PA19102 		  PC SUPPORT FOR HISTORIC PIPE ORGAN PROGRAMMING AND ONGOING PROGRAMS 284,000

ORGAN HISTORICAL SOCIETY

330 NORTH SPRING MILL ROAD
VILLANOVA,PA19085 		  PC SUPPORT FOR HISTORIC PIPE ORGAN AND ONGOING PROGRAMS 97,315

PACIFIC NORTHWEST TRAIL ASSOCIATION

209 FERRY STEET SUITE A
SEDROWOOLLEY,WA98284 		  PC SUPPORT FOR ONGOING PROGRAMS 60,000

PAINTED BRIDE ART CENTER INC

PO BOX 16696
PHILADELPHIA,PA19139 		  PC SUPPORT FOR ENDOWMENT AND ONGOING PROGRAMS 60,000

PARTNERS FOR JUSTICE INC

244 5TH AVENUE R277
NEW YORK,NY10001 		  PC SUPPORT FOR ONGOING PROGRAMS 20,000

PARTNERS FOR SACRED PLACES INC

1700 SANSOM STREET 10TH FLOOR
PHILADELPHIA,PA19103 		  PC SUPPORT FOR HISTORIC PIPE ORGAN PROGRAMMING 150,000

PATHWAY SCHOOL

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

PENNSYLVANIA BALLET ASSOCIATION

323 N BROAD STREET
PHILADELPHIA,PA19107 		  PC SUPPORT FOR HISTORIC PIPE ORGAN PROGRAMMING AND ONGOING PROGRAMS 73,000

PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

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

PEOPLE'S LIGHT & THEATRE COMPANY

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

PHILADELPHIA ARTISTS COLLECTIVE INC

PO BOX 37142
PHILADELPHIA,PA19148 		  PC SUPPORT FOR ONGOING PROGRAMS 12,000

PHILADELPHIA CLEF CLUB OF JAZZ & PERFORMING ARTS

736 SOUTH BROAD STREET
PHILADELPHIA,PA19146 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

PHILADELPHIA EPISCOPAL CATHEDRAL

3717 CHESTNUT STREET SUITE 200
PHILADELPHIA,PA19104 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 30,975

PHILADELPHIA FILM SOCIETY

1412 CHESTNUT STREET
PHILADELPHIA,PA19102 		  PC SUPPORT FOR CAPITAL IMPROVEMENTS AND ONGOING PROGRAMS 1,145,000

PHILADELPHIA FOUNDATION

1835 MARKET STREET 2410
PHILADELPHIA,PA19103 		  PC SUPPORT FOR COMMUNITY FOUNDATION DONOR ADVISED FUNDS 6,322,500

PHILADELPHIA MURAL ARTS ADVOCATES

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

PHILADELPHIA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA19101 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

PHILADELPHIA ORCHESTRA AND KIMMEL CENTER INC

ONE SOUTH BROAD STREET 14TH FLOOR
PHILADELPHIA,PA19107 		  PC SUPPORT FOR HISTORIC PIPE ORGAN PROGRAMMING AND ONGOING PROGRAMS 800,000

PHILADELPHIA THEATRE COMPANY

215 SOUTH BROAD STREET SUITE 304
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 60,000

PHILADELPHIA YOUNG PLAYWRIGHTS

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

PICKLEBERRY PIE INC

7426 BARCLAY ROAD
CHELTENHAM,PA19012 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

PIG IRON THEATRE COMPANY INC

1417 NORTH 2ND STREET
PHILADELPHIA,PA19122 		  PC SUPPORT FOR ONGOING PROGRAMS 130,000

PIKE PLACE MARKET FOUNDATION

93 PIKE STREET 310
SEATTLE,WA98101 		  PC SUPPORT FOR ONGOING PROGRAMS 200,000

PLAYPENN INC

100 SOUTH BROAD STREET SUITE 1318
PHILADELPHIA,PA19110 		  PC SUPPORT FOR ONGOING PROGRAMS 20,000

PLAYS AND PLAYERS

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

PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA

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

PROJECT MERCY INC

7011 ARDMORE AVENUE
FORT WAYNE,IN46809 		  PC SUPPORT FOR ONGOING PROGRAMS 80,000

PUBLIC INTEREST LAW CENTER

1500 JFK BLVD SUITE 802
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING PROGRAMS 75,000

PUBLIC MEDIA COMPANY

3300 ARAPAHOE AVENUE 217
BOULDER,CO80303 		  PC SUPPORT FOR ONGOING PROGRAMS 70,000

PUBLIC MEDIA WOMEN IN LEADERSHIP INC

8885 RIO SAN DIEGO DRIVE 237
SAN DIEGO,CA92108 		  PC SUPPORT FOR ONGOING PROGRAMS 75,000

PUBLICSOURCE INC

1936 FIFTH AVENUE
PITTSBURGH,PA15219 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

QUINTESSENCE THEATRE GROUP

7135 GERMANTOWN AVE 2ND FLOOR
PHILADELPHIA,PA19119 		  PC SUPPORT FOR CAPITAL IMPROVEMENTS 100,000

REAL CHANGE HOMELESS EMPOWERMENT PROJECT

219 1ST AVENUE SOUTH SUITE 220
SEATTLE,WA98104 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS

1156 15TH STREET NW 1020
WASHINGTON,DC20005 		  PC SUPPORT FOR ONGOING PROGRAMS 20,000

RESOLVE PHILADELPHIA INC

699 RANSTEAD STREET 3RD FLOOR
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 40,000

ROSENBACH MUSEUM AND LIBRARY

2008-2010 DELANCEY PLACE
PHILADELPHIA,PA19103 		  PC SUPPORT FOR ENDOWMENT AND ONGOING PROGRAMS 360,000

SANTA FE OPERA

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

SCIENCE HISTORY INSTITUTE

315 CHESTNUT STREET
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 200,000

SCRIBE VIDEO CENTER INC

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

SEASHARE

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

SEATTLE AQUARIUM SOCIETY

1483 ALASKAN WAY PIER 59
SEATTLE,WA98101 		  PC SUPPORT FOR ONGOING PROGRAMS 166,666

SEATTLE INTERNATIONAL FILM FESTIVAL

167 REPUBLICAN STREET
SEATTLE,WA98109 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

SEATTLE PARKS FOUNDATION

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

SMITHSONIAN INSTITUTION

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

SOLID GROUND WASHINGTON

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

SPOTLIGHT PA

PO BOX 11728
HARRISBURG,PA17108 		  PC SUPPORT FOR ONGOING PROGRAMS 85,000

THEATRE EXILE COMPANY

1340 SOUTH 13TH STREET
PHILADELPHIA,PA19147 		  PC SUPPORT FOR ONGOING PROGRAMS 60,000

THEATRE HORIZON INC

401 DEKALB STREET
NORRISTOWN,PA19401 		  PC SUPPORT FOR ONGOING PROGRAMS 60,000

TINY DYNAMITE INC

PO BOX 15129
PHILADELPHIA,PA19130 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

TOWN HALL ASSOCIATION

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

UNIVERSITY OF PENNSYLVANIA SCHOOL OF SOCIAL POLICY & PRACTICE

3701 LOCUST WALK
PHILADELPHIA,PA19104 		  PC SUPPORT FOR ENDOWMENT 50,000

VIRGINIA MASON FRANCISCAN HEALTH

1218 TERRY AVE
SEATTLE,WA98111 		  PC SUPPORT FOR BAILEY-BOUSHAY HOUSE 50,000

WALLINGFORD COMMUNITY SENIOR CENTER

4649 SUNNYSIDE AVE NORTH SUITE 140
SEATTLE,WA98103 		  PC SUPPORT FOR ONGOING PROGRAMS 5,000

WASHINGTON DC INTERNATIONAL FILM FESTIVAL INC

1838 ONTARIO PLACE NW
WASHINGTON,DC20009 		  PC SUPPORT FOR THE IMPACT PROJECT 35,000

WASHINGTON ENVIRONMENTAL COUNCIL

1402 3RD AVENUE SUITE 1400
SEATTLE,WA98101 		  PC SUPPORT FOR ONGOING PROGRAMS 150,000

WASHINGTON FARMLAND TRUST

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

WASHINGTON MEMORIAL CHAPEL

PO BOX 98
VALLEY FORGE,PA19481 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 8,760

WASHINGTON TRAILS ASSOCIATION

705 2ND AVENUE SUITE 300
SEATTLE,WA98104 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

WHYY INC

150 NORTH 6TH STREET
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 125,000

WILMA THEATER INC

265 SOUTH BROAD STREET
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 390,000

WITF INC

4801 LINDLE RD
HARRISBURG,PA17111 		  PC SUPPORT FOR ONGOING PROGRAMS 90,000

WLVT-TV CHANNEL 39

839 SESAME ST
BETHLEHEM,PA18015 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

WOMEN MAKE MOVIES INC

231 WEST 29TH STREET 1006
NEW YORK,NY10001 		  PC SUPPORT FOR FLY FILM COMPANY, LTD 75,000

WOODMERE ART MUSEUM INC

9201 GERMANTOWN AVENUE
PHILADELPHIA,PA19118 		  PC SUPPORT FOR CAPITAL IMPROVEMENTS 50,000

WORLD CAFE LIVE

3025 WALNUT ST
PHILADELPHIA,PA19104 		  PC SUPPORT FOR ONGOING PROGRAMS 375,000

WVIA PUBLIC MEDIA

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

WXPN-FM RADIO STATION LICENSED TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYL

3025 WALNUT STREET
PHILADELPHIA,PA19104 		  PC SUPPORT FOR ONGOING PROGRAMS 150,000
Total .................................right arrow 3a 26,273,216
bApproved for future payment

AMERICAN ORGAN ACADEMY
1184 WOODLAND STREET SW
HARTVILLE,OH44632 		  PC SUPPORT FOR ONGOING PROGRAMS 250,000

AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		  PC SUPPORT FOR CURRENT 175,000

BALLETX
1923 WASHINGTON AVENUE
PHILADELPHIA,PA19146 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

BEARDED LADIES CABARET
1315 WALNUT STREET 320
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 150,000

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

BRISTOL RIVERSIDE THEATER COMPANY INC
120 RADCLIFFE STREET
BRISTOL,PA19007 		  PC SUPPORT FOR ONGOING PROGRAMS 40,000

CENTER FOR INVESTIGATIVE REPORTING INC AKA FOUNDATION FOR NATIONAL PROGR
222 SUTTER STREET SUITE 600
SAN FRANCISCO,CA94108 		  PC SUPPORT FOR ONGOING PROGRAMS 75,000

DEVELOPING RADIO PARTNERS
700 12TH STREET NW SUITE 700
WASHINGTON,DC20005 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

FRIENDS CENTRAL SCHOOL CORPORATION
1101 CITY AVENUE
WYNNEWOOD,PA19096 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

GERMANTOWN FRIENDS SCHOOL
31 WEST COULTER STREET
PHILADELPHIA,PA19144 		  PC SUPPORT FOR ENDOWMENT 1,000,000

INTERACT INC
302 S HICKS STREET
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

JOHNS HOPKINS UNIVERSITY
PO BOX 49143
BALTIMORE,MD21298 		  PC SUPPORT FOR THE CENTER FOR GUPTA-KLINSKY INDIA INSTITUTE 150,000

JUNK
2251 NORTH COLORADO STREET
PHILADELPHIA,PA19132 		  PC SUPPORT FOR ONGOING PROGRAMS 5,000

LANTERN THEATER COMPANY
7058 GERMANTOWN AVENUE SUITE 102
PHILADELPHIA,PA19119 		  PC SUPPORT FOR ONGOING PROGRAMS AND CAPITAL IMPROVEMENTS 1,000,000

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

LIGHTBOX FILM CENTER
PO BOX 177
WYNNEWOOD,PA19096 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

LOCAL JOURNALISM INITIATIVE
1425 WOODLAWN AVE
WILMINGTON,DE198062447 		  PC SUPPORT FOR ONGOING PROGRAMS 25,000

MEDIA IMPACT FUNDERS INC
200 WEST WASHINGTON SQUARE SUITE
220
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

ORGAN HISTORICAL SOCIETY
330 NORTH SPRING MILL ROAD
VILLANOVA,PA19085 		  PC SUPPORT FOR HISTORIC PIPE ORGAN 33,000

PENNSYLVANIA BALLET ASSOCIATION
323 N BROAD STREET
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

PHILADELPHIA ARTISTS COLLECTIVE INC
PO BOX 37142
PHILADELPHIA,PA19148 		  PC SUPPORT FOR ONGOING PROGRAMS 12,000

PHILADELPHIA CLEF CLUB OF JAZZ & PERFORMING ARTS
736 SOUTH BROAD STREET
PHILADELPHIA,PA19146 		  PC SUPPORT FOR ONGOING PROGRAMS 10,000

PHILADELPHIA FILM SOCIETY
1412 CHESTNUT STREET
PHILADELPHIA,PA19102 		  PC SUPPORT FOR CAPITAL IMPROVEMENTS AND ONGOING PROGRAMS 1,130,000

PHILADELPHIA FOUNDATION
1835 MARKET STREET 2410
PHILADELPHIA,PA19103 		  PC SUPPORT FOR COMMUNITY FOUNDATION DONOR ADVISED FUND 62,335

PHILADELPHIA ORCHESTRA AND KIMMEL CENTER INC
ONE SOUTH BROAD STREET 14TH FLOOR
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 200,000

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

PUBLIC INTEREST LAW CENTER
1500 JFK BLVD SUITE 802
PHILADELPHIA,PA19102 		  PC SUPPORT FOR ONGOING PROGRAMS 150,000

PUBLIC MEDIA COMPANY
3300 ARAPAHOE AVENUE 217
BOULDER,CO80303 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA
2900 W ALAMEDA AVE 600
BURBANK,CA91505 		  PC SUPPORT FOR ONGOING PROGRAMS 130,000

PUBLIC MEDIA WOMEN IN LEADERSHIP INC
8885 RIO SAN DIEGO DRIVE 237
SAN DIEGO,CA92108 		  PC SUPPORT FOR ONGOING PROGRAMS 50,000

SCIENCE HISTORY INSTITUTE
315 CHESTNUT STREET
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 400,000

SCRIBE VIDEO CENTER INC
PO BOX 13267
PHILADELPHIA,PA19101 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

SIMPATICO THEATRE
850 SOUTH 2ND STREET
PHILADELPHIA,PA19147 		  PC SUPPORT FOR ONGOING PROGRAMS 15,000

SOUTHERN DOCUMENTARY FUND
201 WEST MAIN STREET 100
DURHAM,NC27701 		  PC SUPPORT FOR ONGOING PROGRAMS 100,000

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

WHYY INC
150 NORTH 6TH STREET
PHILADELPHIA,PA19106 		  PC SUPPORT FOR ONGOING PROGRAMS 275,000

WILMA THEATER INC
265 SOUTH BROAD STREET
PHILADELPHIA,PA19107 		  PC SUPPORT FOR ONGOING PROGRAMS 250,000

WITF INC
4801 LINDLE RD
HARRISBURG,PA17111 		  PC SUPPORT FOR ONGOING PROGRAMS 80,000
Total ................................. right arrow 3b 6,562,335
Form 990-PF (2024)
Form 990-PF (2024)
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 16,106,162  
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 ............ 		    18 17,156,326  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 33,262,488 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
33,262,488
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 47,250 23,625   23,625

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

TY 2024 ExpenditureResponsibilityStmt
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
BAY AREA VIDEO COALITION
  		145 NINTH STREET 101
SAN FRANCISCO,CA94103 		2024-09-05 120,000 SUPPORT FOR SPECIFIC PICTURES 21,250 NO 2/21/2025   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE
COMMON COUNSEL FOUNDATION
  		1624 FRANKLIN ST 1022
OAKLAND,CA94612 		2023-01-30 25,000 SUPPORT FOR WORKING GROUP OF THE COLOR CONGRESS INITIATIVE 25,000 NO 1/17/2024   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE
HISTORIC ORGAN TRUST
  		1717 ARCH STREET 14TH FLOOR 1430
PHILADELPHIA,PA19103 		2022-03-08 15,000 SUPPORT FOR HISTORIC PIPE ORGAN 15,000 NO 5/8/23, 12/31/23, 12/31/2024   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE
INDEPENDENT ARTS & MEDIA
  		PO BOX 420442
SAN FRANCISCO,CA94142 		2023-06-26 7,500 SUPPORT FOR BACK POCKET 7,500 NO 3/19/2024   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE
SCRIBE VIDEO CENTER INC
  		PO BOX 13267
PHILADELPHIA,PA19101 		2022-11-02 50,000 SUPPORT FOR ALL AGES PRODUCTIONS 50,000 NO 5/10/2024   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE
WOMEN MAKE MOVIES INC
  		231 WEST 29TH STREET 1006
NEW YORK,NY10001 		2023-11-21 50,000 SUPPORT FOR ATTIE & GOLDWATER PRODUCTIONS, INC. 43,950 NO 3/25/24, 1/29/2025   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE
WOMEN MAKE MOVIES INC
  		231 WEST 29TH STREET 1006
NEW YORK,NY10001 		2024-01-18 75,000 SUPPORT FOR FLY FILM COMPANY, LTD. 75,000 NO 2/7/24, 1/31/2025   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE

TY 2024 InvestmentsCorpBondsSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Name of Bond End of Year Book Value End of Year Fair Market Value
VANGUARD INTERMEDIATE TERM FUND, 4,891,674.807 SH 41,872,737 41,872,737
VANGUARD SHORT-TERM INVESTMENT GRADE FUND, 1,150,895.861 SH 11,865,736 11,865,736
VANGUARD TOTAL BOND MARKET INDEX FUND, 6,162,170.994 SH 58,417,381 58,417,381

TY 2024 InvestmentsCorpStockSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Name of Stock End of Year Book Value End of Year Fair Market Value
ABERDEEN EMERGING MARKETS INSTITUTIONAL FUND, 488,397.365 SH 6,603,133 6,603,133
ACUSHNET HOLDINGS CORP, 10,853 SH 771,431 771,431
ADOBE INC, 5,914 SH 2,629,837 2,629,837
AIRBNB INC, 18,380 SH 2,415,316 2,415,316
ARTISAN PARTNERS ASSET MANAGEMENT, 10,251 SH 441,306 441,306
ASML HOLDING, 4,717 SH 3,269,258 3,269,258
ASPEN TECHNOLOGY INC, 1,452 SH 362,463 362,463
BANCFIRST CORP, 3,313 SH 388,217 388,217
BLACKSTONE INC, 15,244 SH 2,628,370 2,628,370
CHIPOTLE MEXICAN GRILL INC, 28,594 SH 1,724,218 1,724,218
CLEARWATER ANALYTICS HOLDINGS INC, 15,741 SH 433,192 433,192
COPART INC, 34,547 SH 1,982,652 1,982,652
CORVEL CORP, 8,475 SH 942,929 942,929
DANAHER CORP, 8,693 SH 1,995,478 1,995,478
DONALDSON CO INC, 2,970 SH 200,030 200,030
ELI LILLY & CO COM, 3,716 SH 2,868,752 2,868,752
EMCOR GROUP INC, 1,979 SH 898,268 898,268
FACTSET RESH SYS INC, 1,033 SH 496,129 496,129
FIRST HAWAIIAN INC, 20,299 SH 526,759 526,759
FTI CONSULTING INC, 5,206 SH 995,023 995,023
GRACO INC, 7,149 SH 602,589 602,589
HENRY JACK & ASSOC INC, 1,355 SH 237,532 237,532
INTUIT, 3,434 SH 2,158,269 2,158,269
INTUITIVE SURGICAL INC, 4,059 SH 2,118,636 2,118,636
K.FORCE INC, 3,444 SH 195,275 195,275
KADANT INC, 2,024 SH 698,260 698,260
LANDSTAR SYS INC, 4,232 SH 727,312 727,312
LCI INDUSTRIES, 3,096 SH 320,095 320,095
LULULEMON ATHLETICA INC, 4,335 SH 1,657,747 1,657,747
MANHATTAN ASSOCIATES INC, 1,985 SH 536,426 536,426
MICROSOFT CORP, 6,781 SH 2,858,191 2,858,191
MOELIS & CO, 10,091 SH 745,523 745,523
MSCI INC, 2,961 SH 1,776,630 1,776,630
NETFLIX INC, 4,140 SH 3,690,065 3,690,065
NVIDIA CORP, 24,282 SH 3,260,830 3,260,830
PRIMERICA INC, 4,251 SH 1,153,806 1,153,806
RBC BEARINGS INC, 1,955 SH 584,819 584,819
RIGHTMOVE PLC, 33,743 SH 544,612 544,612
RLI CORP COM, 2,658 SH 438,118 438,118
S&P GLOBAL INC, 5,306 SH 2,642,547 2,642,547
SERVICENOW INC, 1,992 SH 2,111,759 2,111,759
SIMPSON MFG INC, 6,701 SH 1,111,227 1,111,227
SYNOPSIS INC, 4,522 SH 2,194,798 2,194,798
TORO CO, 10,834 SH 831,758 831,758
TRADE DESK INC/THE, 13,359 SH 1,570,083 1,570,083
UFP INDUSTRIES INC, 4,935 SH 555,928 555,928
VANGUARD EXTENDED MARKET INDEX FUND, 224,228.433 SH 32,304,590 32,304,590
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND, 734,253.001 SH 72,749,787 72,749,787
VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL, 98,149.155 SH 9,969,010 9,969,010
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND, 501,032.046 SH 63,490,781 63,490,781
VANGUARD VALUE INDEX FUND INSTITUTIONAL, 401,402.997 SH 26,504,640 26,504,640
VERTEX PHARMACEUTICALS INC, 4,197 SH 1,690,132 1,690,132
VISA INC, 9,814 SH 3,101,617 3,101,617
WATTS WATER TECHNOLOGIES INC, 3,690 SH 750,177 750,177

TY 2024 InvestmentsOtherSchedule2
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACON LATIN AMERICA OPPORTUNITIES IV LP FMV 4,296,057 4,296,057
ACON LATIN AMERICAN OPPORTUNITIES FUND FMV 129,483 129,483
AG REALTY FUND VIII LP FMV 573,907 573,907
APOLLO NATURAL RESOURCES PARTNERS II LP FMV 1,051,448 1,051,448
ARROWMARK GLOBAL OPPORTUNITY FUND II FMV 939,994 939,994
ARROWMARK GLOBAL OPPORTUNITY FUND III FMV 3,300,660 3,300,660
ASM CONNAUGHT HOUSE FUND LP FMV 2,274,169 2,274,169
BLUE VISTA REAL ESTATE PARTNERS IV (TAX-EXEMPT) LP FMV 810,523 810,523
BLUE VISTA REAL ESTATE PARTNERS V (TAX-EXEMPT) LP FMV 3,893,240 3,893,240
BROOKFIELD STRATEGIC REAL ESTATE PARTNERS IV ICAPITAL OFFSHORE ACCESS FD LP FMV 4,333,051 4,333,051
CERBERUS GLOVAL NPL FEEDER FUND LP FMV 3,871,903 3,871,903
CIP VI INSTITUTIONAL FEEDER LP FMV 4,517,623 4,517,623
DOVER STREET XI FEEDER FUND LP FMV 1,706,634 1,706,634
ENERGY CAPITAL PARTNERS III-B LP FMV 1,754,637 1,754,637
ENERGY CAPITAL PARTNERS MEZZANINE OPPORTUNITIES FUND OFFSHORE LP FMV 247,329 247,329
FRANCISCO PARTNERS IV-A FMV 2,589,851 2,589,851
FRANCISCO PARTNERS V-B LP FMV 2,860,343 2,860,343
FRANCISCO PARTNERS VI-B LP FMV 5,875,602 5,875,602
FRANCISCO PARTNERS VII-A LP FMV 954,701 954,701
GLOBAL TIMBER INVESTORS 10 FMV 3,629,112 3,629,112
HARBERT EUROPEAN REAL ESTATE FUND V (SCOTLAND) LP FMV 1,656,679 1,656,679
HIG BAYSIDE LOAN OPPORTUNITY FEEDER FUND VI LP FMV 3,165,882 3,165,882
ICAPITAL-BLACKSTONE SP IX OFFSHORE ACCESS FUND LP FMV 3,423,294 3,423,294
ICAPITAL-KKR GLOBAL IMPACT II INTERNATIONAL ACCESS FUND LP FMV 2,081,562 2,081,562
INDUSTRY VENTURES PARTNERSHIP HOLDINGS V LP FMV 7,991,187 7,991,187
INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI LP FMV 3,511,961 3,511,961
INDUSTRY VENTURES TECHNOLOGY BUYOUT II LP FMV 2,325,969 2,325,969
INSTITUTIONAL VENTURE PARTNERS XIV LP FMV 1,194,256 1,194,256
INSTITUTIONAL VENTURE PARTNERS XV LP FMV 3,212,617 3,212,617
INSTITUTIONAL VENTURE PARTNERS XVI LP FMV 2,811,497 2,811,497
INSTITUTIONAL VENTURE PARTNERS XVII LP FMV 6,082,533 6,082,533
KNIGHTHEAD OFFSHORE FUND LTD FMV 19,420,196 19,420,196
LEXINGTON PARTNERS VII OFFSHORE LP FMV 211,581 211,581
LONE STAR FUND VIII (US) LP FMV 164,967 164,967
LONE STAR REAL ESTATE FUND II (US) LP FMV 5,571 5,571
LYME FOREST FUND IV TE LP FMV 2,206,492 2,206,492
LYME FOREST FUND V FB TAX-EXEMPT LP FMV 5,716,054 5,716,054
NGP NATURAL RESOURCES XI LP FMV 1,932,022 1,932,022
NORTH ROCK FUND LTD FMV 15,927,235 15,927,235
ORBIMED ASIA PARTNERS III LP FMV 11,824,447 11,824,447
ORBIMED ASIA PARTNERS IV LP FMV 5,644,619 5,644,619
ORBIMED ASIA PARTNERS V LP FMV 2,043,416 2,043,416
ORBIMED ISRAEL PARTNERS II FMV 3,960,347 3,960,347
PARTNERS GROUP REAL ESTATE OPPORTUNITIES 2019 (USD) A OPCO LP FMV 3,930,396 3,930,396
PARTNERS GROUP REAL ESTATE SECONDARY 2017 (CLASS P) LP FMV 3,347,807 3,347,807
PG REAL ESTATE SECONDARY 2013 (USD) P LP FMV 1,709,472 1,709,472
ROSE GROVE OFFSHORE FUND I LTD FMV 17,300,136 17,300,136
RRG SUSTAINABLE WATER IMPACT FD-B LP FMV 6,981,045 6,981,045
STERLING INVESTMENT PARTNERS III LP FMV 2,035,119 2,035,119
STERLING INVESTMENT PARTNERS IV LP FMV 4,371,902 4,371,902
STRATEGIC VALUE PARTNERS OFFSHORE FMV 4,375,220 4,375,220
VARDE EUROPEAN REAL ESTATE FEEDER FUND LP FMV 542,642 542,642
WCP REAL ESTATE FUND III LP FMV 262,188 262,188

TY 2024 LegalFeesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 55,309 0   55,309


TY 2024 OtherDecreasesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Amount
DEFERRED TAX EXPENSE 270,000


TY 2024 OtherExpensesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 1,195 359   836
TELEPHONE 6,515 1,955   4,560
CONSULTING FEES 479,514 197,564   281,950
INSURANCE 34,149 0   34,149
TECHNOLOGY 30,110 0   30,110
ADR FEE 4,473 4,473   0
OTHER EXPENSES 24,754 0   16,306
MEMBERSHIPS 5,000 0   5,000
LLC 81-5121057 0 121   0
LLC 84-3816865 0 525   0
LP 27-2996434 0 122   0
LP 32-0454714 0 21,718   0
LP 38-3913015 0 64,138   0
LP 38-3953815 0 18,171   0
LP 46-1712320 0 7,677   0
LP 46-4098482 0 59,400   0
LP 47-1245315 0 416,119   0
LP 47-3115185 0 50,971   0
LP 47-5189160 0 61,438   0
LP 81-5082730 0 25   0
LP 82-1236151 0 130,409   0
LP 82-4015782 0 47,583   0
LP 82-4774625 0 126,670   0
LP 82-4981697 0 83,857   0
LP 84-3522755 0 204,446   0
LP 84-3786860 0 122,519   0
LP 84-3971737 0 76,549   0
LP 85-1635653 0 101,844   0
LP 86-2594943 0 122,069   0
LP 87-1225271 0 132,326   0
LP 87-4625590 0 110,395   0
LP 88-0895686 0 60   0
LP 88-2219662 0 406   0
LP 98-0622302 0 8,158   0
LP 98-1129300 0 57,474   0
LP 98-1151606 0 10,565   0
LP 98-1184819 0 28,075   0
LP 98-1246405 0 29,398   0
LP 98-1281526 0 69,983   0
LP 98-1325964 0 87,153   0
LP 98-1385841 0 30,965   0
LP 98-1465687 0 169,775   0
LP 98-1520786 0 68,676   0
LP 98-1635354 0 189,422   0
LP 98-1662755 0 144,077   0
LP 99-0384770 0 264   0
LP 99-3553537 0 9,320   0
PARTNERSHIP 93-1492313 0 359   0
PARTNERSHIP 93-2727516 0 359   0
REMOVE UBI 0 -441,480   0


TY 2024 OtherIncomeSchedule2
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
LLC 84-3816865 0 5,770 0
LP 27-2996434 0 -46,028 0
LP 27-4591086 0 -20,482 0
LP 30-0567961 0 -786 0
LP 38-3913015 0 -34 0
LP 46-4098482 0 -42,480 0
LP 47-1245315 0 1,011,407 0
LP 47-5189160 0 -57,454 0
LP 80-0825725 0 -11,569 0
LP 82-1236151 0 -45,753 0
LP 82-2196904 0 -51,816 0
LP 82-4774625 0 11,781 0
LP 84-3522755 0 -117,110 0
LP 84-3786860 0 -8 0
LP 86-2594943 0 147,616 0
LP 87-1225271 0 149,064 0
LP 87-4625590 0 545 0
LP 93-4235932 0 -359 0
LP 98-1129300 0 -4,612 0
LP 98-1151606 0 43,505 0
LP 98-1246405 0 2,793 0
LP 98-1325964 0 -1,137 0
LP 98-1520786 0 -192 0
LP 99-0384770 0 759 0
REMOVE UBI 0 -493,692 0


TY 2024 OtherIncreasesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Amount
UNREALIZED GAIN ON SECURITIES 19,735,775


TY 2024 OtherLiabilitiesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITIES 1,140,000 1,400,000


TY 2024 OtherProfessionalFeesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 1,013,974 1,013,974   0
PROFESSIONAL FEES 4,298 0   4,298


TY 2024 TaxesSchedule
Name:
WYNCOTE FOUNDATION
EIN:
26-3535044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 565,000 0   0
UNRELATED BUSINESS INCOME TAXES 82,748 0   0
LP 46-4098482 0 150   0
LP 82-1236151 0 1,248   0
LP 84-3786860 0 483   0
LP 98-1129300 0 1,219   0
LP 98-1151606 0 3   0
LP 98-1325964 0 211,600   0
REMOVE UBI 0 -168   0