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
BERNICE BARBOUR FOUNDATION INC 5487-00-40
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O GLENMEDE TRUST CO NA 1650
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

22-2779967
B Telephone number (see instructions)

(215) 419-6000
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$25,571,361J 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... 594,714 594,714  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,032,677
b Gross sales price for all assets on line 6a 7,305,713
7 Capital gain net income (from Part IV, line 2)... 1,032,677
8 Net short-term capital gain......... 0
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
78,236 71,198  
12 Total. Add lines 1 through 11........ 1,705,627 1,698,589  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,469     120,469
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,501 0 0 1,501
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,000 0 0 11,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
263,777 163,777   100,000
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,715 5,096   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,179 0 0 5,179
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,071     5,071
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 413,712 168,873 0 243,220
25 Contributions, gifts, grants paid....... 1,175,638 1,175,638
26 Total expenses and disbursements. Add lines 24 and 25 1,589,350 168,873 0 1,418,858
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 116,277
b Net investment income (if negative, enter -0-) 1,529,716
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 891,487 2,615,414 2,615,414
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,815,568 16,202,844 22,955,947
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) 18,707,055 18,818,258 25,571,361
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 18,707,055 18,818,258
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)..... 18,707,055 18,818,258
30 Total liabilities and net assets/fund balances (see instructions). 18,707,055 18,818,258
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,707,055
2
Enter amount from Part I, line 27a .....................
2
116,277
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,823,332
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,074
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,818,258
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 50000. AFLAC INCORPORATED DTD 4/1/2020 3.6% 4/1/2030   2020-09-28 2024-11-01
b 100000. AMAZON COM INC DTD 12/5/2014 3.8% 12/5/2024   2017-11-21 2024-10-24
c 100000. AMERICAN TOWER CORPORATION DTD 8/19/2013 5% 2/15/2024   2022-03-30 2024-02-15
d 100000. APPLE INC DTD 2/9/2017 3% 2/9/2024   2017-02-03 2024-02-09
e 118000. APPLE INC DTD 5/11/2017 3.2% 5/11/2027   2019-11-22 2024-10-24
60000. APPLE INC. DTD 8/8/2022 3.35% 8/8/2032   2022-08-26 2024-10-24
80000. BLACKROCK INC DTD 1/27/2020 2.4% 4/30/2030   2020-04-29 2024-11-01
10730. BLACKROCK STRATEGIC INCOME OPPORTUNITIESDTD 4/1/2021   2023-12-12 2024-04-15
50000. BRISTOL MYERS SQUIBB COMPANY DTD 2/20/2020 3.9% 2/20/2028   2020-09-28 2024-11-01
50000. COMCAST CORPORATION DTD 11/5/2019 2.65% 2/1/2030   2022-11-15 2024-11-01
100000. DUKE ENERGY FLORIDA LLC DTD 6/21/2018 3.8% 7/15/2028   2019-11-22 2024-11-01
120000. META PLATFORMS INC DTD 8/9/2022 3.85% 8/15/2032   2023-11-09 2024-10-24
75000. FHLB DTD 5/8/2018 3.25% 6/9/2028   2019-03-13 2024-10-24
140000. FHLB DTD 11/16/2018 3.25% 11/16/2028   2021-05-14 2024-10-24
50000. FHLMC DTD 2/20/2002 6.25% 7/15/2032   2022-11-15 2024-09-10
75000. FNMA DTD 11/3/2000 6.625% 11/15/2030     2024-10-24
130000. FNMA DTD 8/5/2020 0.875% 8/5/2030     2024-10-24
150000. FNMA DTD 8/27/2020 0.375% 8/25/2025     2024-10-24
150000. FNMA DTD 4/26/2016 2.125% 4/24/2026     2024-10-24
120000. FHLMC DTD 7/23/2020 0.375% 7/21/2025   2021-07-23 2024-10-24
80000. FHLMC DTD 9/25/2020 0.375% 9/23/2025   2020-10-29 2024-10-24
16816.775 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-01-25
16730.11 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-02-26
15735.2475 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-03-25
15655.7025 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-04-25
15574.43 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-05-28
15488.6788 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-06-25
15405.7163 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-07-25
15323.1488 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-08-26
15242.5013 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-09-25
15143.5663 FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-10-25
125000. FNMA PASS-THRU DTD 9/1/2012 3.5% 9/1/2042   2012-09-26 2024-10-30
1000. FISERV INC   2021-01-15 2024-10-04
1800. FORTREA HOLDINGS INC   2016-06-08 2024-01-03
3000. ISHARES S&P PREF STK INDX FN   2021-08-03 2024-03-21
500. JP MORGAN CHASE & CO   2020-12-04 2024-10-04
100000. JPMORGAN CHASE & CO DTD 9/10/2014 3.875% 9/10/2024   2017-01-12 2024-09-10
35000. ELI LILLY & COMPANY DTD 3/5/2015 2.75% 6/1/2025   2018-07-20 2024-10-30
1700. LULULEMON ATHLETICA INC   2024-10-03 2024-12-18
50000. MERCK & CO INC DTD 2/10/2015 2.75% 2/10/2025   2018-06-18 2024-10-30
40000. METLIFE INC DTD 11/13/2015 3.6% 11/13/2025   2018-10-22 2024-11-01
500. OMNICOM GROUP   2020-11-13 2024-10-04
80000. PEPSICO CAPITAL RESOURCES INC DTD 7/17/2015 3.5% 7/17/2025   2017-01-30 2024-10-24
6000. PERFICIENT INC   2021-01-29 2024-05-08
100000. THE PROCTER & GAMBLE COMPANY DTD 8/11/2017 2.85% 8/11/2027   2017-11-21 2024-11-01
75000. QUALCOMM INCORPORATED DTD 5/26/2017 3.25% 5/20/2027   2022-05-11 2024-11-01
500. UNITED RENTALS INC   2021-04-13 2024-03-21
300. UNITED RENTALS INC   2021-04-13 2024-10-04
50000. US TREASURY BONDS DTD 8/15/94 DTD 8/15/1994 7.5% 11/15/2024   2018-03-27 2024-05-06
50000. US TREASURY BONDS DTD 8/15/94 DTD 8/15/1994 7.5% 11/15/2024   2018-03-27 2024-08-20
50000. US TREASURY BONDS DTD 8/15/94 DTD 8/15/1994 7.5% 11/15/2024   2018-03-27 2024-11-15
65000. UNITED STATES TREASURY NOTES DTD 8/15/2015 2% 8/15/2025   2022-11-15 2024-04-18
85000. UNITED STATES TREASURY NOTES DTD 8/15/2015 2% 8/15/2025   2022-11-15 2024-12-18
50000. UNITED STATES TREASURY NOTES DTD 11/15/2015 2.25% 11/15/2025   2021-11-02 2024-11-13
50000. UNITED STATES TREASURY NOTES DTD 11/15/2015 2.25% 11/15/2025   2021-11-02 2024-12-04
250000. UNITED STATES TREASURY NOTES DTD 3/31/2017 2.125% 3/31/2024   2022-03-29 2024-04-01
40000. UNITED STATES TREASURY NOTES DTD 5/15/2021 1.625% 5/15/2031   2022-07-21 2024-11-01
35000. UNITED STATES TREASURY NOTES DTD 5/15/2021 1.625% 5/15/2031   2022-07-21 2024-11-15
20000. UNITED STATES TREASURY NOTES DTD 11/15/2021 1.375% 11/15/2031   2022-08-26 2024-11-01
60000. UNITED STATES TREASURY NOTES DTD 11/15/2021 1.375% 11/15/2031   2022-08-26 2024-11-18
300000. UNITED STATES TREASURY NOTES DTD 5/31/2022 2.5% 5/31/2024   2022-06-21 2024-05-31
58000. UNITED STATES TREASURY NOTES DTD 8/15/2022 2.75% 8/15/2032   2022-09-08 2024-11-01
250000. UNITED STATES TREASURY NOTES DTD 9/30/2022 4.2732232% 9/30/202   2022-10-03 2024-09-30
25000. UNITED STATES TREASURY NOTES DTD 11/15/2022 4.125% 11/15/2032   2023-09-11 2024-11-01
50000. UNITED STATES TREASURY NOTES DTD 2/15/2023 3.5% 2/15/2033   2023-06-13 2024-12-04
35000. UNITED STATES TRES NOTE DTD 5/18/2023 3.75% 5/31/2030   2024-11-01 2024-11-08
121000. UNITED STATES TRES NOTE DTD 5/18/2023 3.75% 5/31/2030   2024-11-01 2024-11-13
80000. UNITED STATES TREASURY NOTES DTD 1/31/2024 4% 1/31/2031     2024-11-08
50000. UNITED STATES TREASURY NOTES DTD 2/15/2024 4% 2/15/2034   2024-08-20 2024-11-05
50000. UNITED STATES TREASURY NOTES DTD 2/15/2024 4% 2/15/2034     2024-11-08
95000. UNITED STATES TREAS NTS 3.875%08/ DTD 8/15/2024 3.875% 8/15/203     2024-11-05
400. VERTEX PHARMACEUTICALS INC.   2022-02-15 2024-03-21
400. VERTEX PHARMACEUTICALS INC.   2022-02-15 2024-10-04
60000. WAL-MART STORES DTD 2/15/2000 7.55% 2/15/2030   2020-04-14 2024-11-01
65000. WALMART INC DTD 4/18/2023 4.1% 4/15/2033   2023-08-15 2024-10-24
700. WILLIAMS-SONOMA INC   2016-08-26 2024-03-21
200. ACCENTURE PLC   2008-10-29 2024-03-21
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 47,091   58,509 -11,418
b 99,870   105,860 -5,990
c 100,000   103,549 -3,549
d 100,000   100,750 -750
e 115,271   125,156 -9,885
55,852   57,926 -2,074
71,110   83,982 -12,872
99,682   99,304 378
49,074   59,060 -9,986
44,947   43,009 1,938
97,234   110,306 -13,072
113,634   106,849 6,785
73,042   77,135 -4,093
136,028   158,912 -22,884
58,785   57,955 830
84,775   111,746 -26,971
108,463   116,071 -7,608
145,152   146,475 -1,323
145,673   143,399 2,274
116,548   119,068 -2,520
77,212   79,517 -2,305
82   89 -7
87   94 -7
995   1,074 -79
80   86 -6
81   88 -7
86   93 -7
83   90 -7
83   89 -6
81   87 -6
99     99
13,873   16,358 -2,485
184,219   108,339 75,880
59,551   33,945 25,606
97,560   117,890 -20,330
105,132   61,173 43,959
100,000   101,925 -1,925
34,619   33,459 1,160
651,313   444,057 207,256
49,693   47,898 1,795
39,577   39,312 265
50,793   28,671 22,122
79,363   82,527 -3,164
440,300   330,576 109,724
96,190   99,501 -3,311
72,751   73,884 -1,133
359,927   162,227 197,700
235,612   97,336 138,276
50,558   64,676 -14,118
50,187   64,676 -14,489
50,000   64,676 -14,676
62,435   61,270 1,165
83,745   80,123 3,622
48,975   52,504 -3,529
49,051   52,504 -3,453
250,000   248,750 1,250
33,998   35,910 -1,912
29,608   31,421 -1,813
16,477   17,362 -885
49,247   52,085 -2,838
300,000   296,191 3,809
52,039   55,374 -3,335
250,000   250,820 -820
24,698   24,649 49
47,709   48,684 -975
34,207   34,144 63
117,583   118,041 -458
78,947   79,109 -162
48,906   50,680 -1,774
48,855   47,804 1,051
91,875   96,779 -4,904
166,193   92,986 73,207
181,587   92,986 88,601
68,926   90,327 -21,401
63,296   61,276 2,020
208,329   37,058 171,271
72,163   6,403 65,760
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
      64,446
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       -11,418
b       -5,990
c       -3,549
d       -750
e       -9,885
      -2,074
      -12,872
      378
      -9,986
      1,938
      -13,072
      6,785
      -4,093
      -22,884
      830
      -26,971
      -7,608
      -1,323
      2,274
      -2,520
      -2,305
      -7
      -7
      -79
      -6
      -7
      -7
      -7
      -6
      -6
      99
      -2,485
      75,880
      25,606
      -20,330
      43,959
      -1,925
      1,160
      207,256
      1,795
      265
      22,122
      -3,164
      109,724
      -3,311
      -1,133
      197,700
      138,276
      -14,118
      -14,489
      -14,676
      1,165
      3,622
      -3,529
      -3,453
      1,250
      -1,912
      -1,813
      -885
      -2,838
      3,809
      -3,335
      -820
      49
      -975
      63
      -458
      -162
      -1,774
      1,051
      -4,904
      73,207
      88,601
      -21,401
      2,020
      171,271
      65,760
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,032,677
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 21,263
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 21,263
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 21,263
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,496
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,968
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,464
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 201
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow201 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$   (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
 
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 arrowNJ
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 .Click to see attachment
List of Attached Documents:
// Content
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.BERNICEBARBOUR.ORG
14
The books are in care ofright arrowCO GLENMEDE TRUST CONA Telephone no.right arrow (215) 419-6000

Located atright arrow1650 MARKET ST STE 4000PHILADELPHIAPA ZIP+4right arrow191037391
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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Kathryn Champ Executive Director and Trustee
40 		83,000    
1650 Market St STE 4000
Philadelphia,PA19103
Sterling Champ Treasurer
2 		3,000    
1650 Market St STE 4000
Philadelphia,PA19103
Judith Little Trustee
1 		15,469    
1650 Market St STE 4000
Philadelphia,PA19103
Kristina Lloyd Trustee
1 		3,000    
1650 Market St STE 4000
Philadelphia,PA19103
Heather Lloyd Trustee
1 		3,000    
1650 Market St STE 4000
Philadelphia,PA19103
Karen Lloyd Trustee
1 		3,000    
1650 Market St STE 4000
Philadelphia,PA19103
Henry Turmon President
1 		3,000    
1650 Market St STE 4000
Philadelphia,PA19103
Greg Little Trustee
1 		3,000    
1650 Market St STE 4000
Philadelphia,PA19103
Jack Little Trustee
1 		2,000    
1650 Market St STE 4000
Philadelphia,PA19103
Megan Turmon Trustee
1 		2,000    
1650 Market St STE 4000
Philadelphia,PA19103
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
The Glenmede Trust Co N A INVESTMENT & OTHER 189,094
1650 MARKET ST STE 4000
PHILADELPHIA,PA19103
MCRAE INVESTMENT 85,683
230 MADISON AVE
MORRISTOWN,NJ07960
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
23,907,151
b
Average of monthly cash balances.......................
1b
1,509,825
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,416,976
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
25,416,976
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
381,255
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,035,721
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,251,786
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
1,251,786
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,263
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,263
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,230,523
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,230,523
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
1,230,523
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
1,418,858
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
1,418,858
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 1,230,523
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 130,949
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,418,858
a Applied to 2023, but not more than line 2a 130,949
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..... 1,230,523
e Remaining amount distributed out of corpus 57,386
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 57,386
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		57,386
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 57,386
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).)
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 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 e-mail address of the person to whom applications should be addressed:
KATHRYN CHAMP
3791 HAMPSTEAD RD
LA CANADA,CA91011
(818) 952-4934
KATY@BERNICEBARBOUR.ORG
bThe form in which applications should be submitted and information and materials they should include:
Please check the foundation's website for updates.
cAny submission deadlines:
August 15
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Please contact the foundation for details.
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

Alley Cat Advocates Inc

3524 NEWBURG RD
Louisville,KY40218 		NONE PC GET IT DONE - THE PORTLAND 16,000

American Black And Tan Coonhound
Rescue Inc
9714 SAGAMORE RD
Leawood,KS662062314 		NONE PC HEARTS FULL OF LOVE 2025 7,000

Animal Friends Alliance

2321 E MULBERRY ST UNIT 1
Fort Collins,CO80524 		NONE PC SHELTER ANIMAL MEDICAL CARE 25,000

Animal Friends Inc

562 CAMP HORNE ROAD
Pittsburgh,PA15237 		NONE PC ANIMAL FRIENDS PET SAFETY 20,000

Animal Rescue League Of Iowa Inc

5452 NE 22ND ST
Des Moines,IA50313 		NONE PC VETERINARY ASSISTANCE FOR 15,000

Animal Rescue Veterinary Services

194 ROCKINGHAM RD
Londonderry,NH03053 		NONE PC FERAL CLINIC PROGRAM 13,500

Animal Welfare Association Inc

509 CENTENNIAL BLVD
Voorhees,NJ08043 		NONE PC EXTENDING A LIFELINE 16,500

Austin Pets Alive

1156 WEST CESAR CHAVEZ
Austin,TX78703 		NONE PC AUSTIN PETS ALIVE! 20,000

Bideawee Inc

152 W 24TH STREET
New York,NY10011 		NONE PC BIDEAWEE'S SECOND START 15,000

Capital Area Humane Society

7095 WEST GRAND RIVER AVENUE
Lansing,MI48906 		NONE PC OWNED LARGE DOG SPAY/NEUTER 7,000

Cascades Raptor Center

PO BOX 5386
Eugene,OR97405 		NONE PC REHABILITATION INTERNSHIP 10,000

Cat Rescue Of Maryland Inc

6400 BALTIMORE NATIONAL PIKE 305
Baltimore,MD21228 		NONE PC TNR VETERINARY CARE FOR 7,500

Cats Exclusive Inc

6350 W ATLANTIC BLVD 1
Margate,FL33063 		NONE PC ADOPTION PREP FOR RESCUED 8,000

Cleveland Animal Protective League

1729 WILLEY AVENUE
Cleveland,OH44113 		NONE PC SPAY IT FORWARD TNR 20,000

Community Animal Welfare Society

PO BOX 709629
Sandy,UT84070 		NONE PC CAWS CAT & KITTEN ADOPTION 15,000

Community Cat Coalition of Clark County

PO BOX 570683
Las Vegas,NV89157 		NONE PC C5 TNR 2024 7,500

Days End Farm Horse Rescue

1372 WOODBINE ROAD
Woodbine,MD21797 		NONE PC RESCUING & REHABILITATING 7,500

Fayette Humane Society Inc

P O BOX 244
FAYETTEVILLE,GA30214 		NONE PC REDUCE PET OVERPOPULATION 7,500

First Coast No More Homeless Pets Inc

6817 NORWOOD AVENUE
Jacksonville,FL32208 		NONE PC VETERINARY CARE FOR 25,000

Fix Our Ferals

12226 SAN PABLO AVENUE
Richmond,CA94805 		NONE PC SPAY/NEUTER SURGERIES FOR 7,500

Florida Wild Mammal Association Inc

198 EDGAR POOLE ROAD
Crawfordville,FL32327 		NONE PC SECOND CHANCE FOR WILDLIFE 9,000

For Our Friends Inc

PO BOX 203
Oakland Gardens,NY11364 		NONE PC SAVING PETS FROM EUTHANASIA 7,500

Frederick County Humane Society

550 HIGHLAND AVENUE SUITE 200
Frederick,MD21701 		NONE PC FALL QUICK FIX 7,500

Freedom Hill Horse Rescue

PO BOX 606
Dunkirk,MD20754 		NONE PC EQUINE FORAGE AND 5,000

Friends For Animals of Metro Detroit

2661 GREENFIELD RD
Dearborn,MI48120 		NONE PC STERILIZATION TREATMENT FOR 17,500

Friends Of Felines Inc

PO BOX 325
Port Republic,MD20676 		NONE PC FERAL CATS AND KITTENS 7,750

Friends Of Ferdinand Indiana Inc

PO BOX 262
Mooresville,IN46158 		NONE PC RETIRED FROM RACING, NOT 7,500

Friends Of The Animals Baton Rouge Inc

6262 HIGHLAND RD
Baton Rouge,LA70808 		NONE PC 2025 HEARTFELT THANKS 10,000

Friends Of The Sea Lion Inc

20612 LAGUNA CANYON RD
Laguna Beach,CA92651 		NONE PC ANIMAL CARE AND HABITAT 8,000

Greater Androscoggin Humane Society

55 STRAWBERRY AVE
Lewiston,ME04240 		NONE PC ANIMAL MEDICAL ASSISTANCE 7,500

Greater Farallones Association

PO BOX 29386 991 MARINE DRIVE
San Francisco,CA94129 		NONE PC BEACH WATCH 7,500

Greater New Haven Cat Project Inc

PO BOX 1432
NEW HAVEN,CT06506 		NONE PC VETERINARY CARE FOR GNHCP 8,000

Haywood Animal Welfare Association Inc

182 RICHLAND STREET UNIT 1
Waynesville,NC28786 		NONE PC BEAT THE HEAT 7,500

Heartland Humane Society

398 SW TWIN OAK CIRCLE
Corvallis,OR97333 		NONE PC FY 24-25 SURGERY PROGRAM 15,000

Hobo Hotel Inc

650 E SCHOOL STREET
Lake Charles,LA70607 		NONE PC SNIP, SNIP, SNIP!!! 10,000

Humane Society For Seattle-King Co

13212 SE EASTGATE WAY
Bellevue,WA98005 		NONE PC COMMUNITY MEDICINE PROGRAM 15,000

Oregon Humane Society

4246 TURNER ROAD SE PO BOX 13005
Salem,OR97309 		NONE PC OHS SALEM COMMUNITY CATS 25,000

Humane Society Of Tampa Bay Inc

3607 N ARMENIA AVE
Tampa,FL33607 		NONE PC MEDICAL CARE FOR SHELTER 14,000

Kansas Humane Society Of Wichita Inc

3313 N HILLSIDE
WICHITA,KS67219 		NONE PC ADDRESSING THE 10,000

League For Animal Welfare

4193 TAYLOR ROAD
Batavia,OH45103 		NONE PC COMMUNITY SPAY/NEUTER BLITZ 10,000

Longmont Humane Society Inc

9595 NELSON ROAD
Longmont,CO80501 		NONE PC TRAINING & BEHAVIOR 15,000

Louisiana SPCA

1700 MARDI GRAS BLVD
New Orleans,LA70114 		NONE PC ACCESS TO CARE 15,000

Merrimack River Feline Rescue
Society Inc
63 ELM STREET
Salisbury,MA01952 		NONE PC FERAL CAT SPAY/NEUTER 10,000

Metro East Humane Society

8495 STATE ROUTE 143
Edwardsville,IL62025 		NONE PC LIGHT FIXTURE REPLACEMENT 8,856

Mississippi Spay & Neuter

657 HIGHWAY 49 S
Richland,MS39218 		NONE PC REDUCING ANIMAL SUFFERING 5,010

Paws South Florida Rescue Inc

6879 NW 28TH AVENUE
Fort Lauderdale,FL33309 		NONE PC TRAP, NEUTER RETURN PROGRAM 7,500

Pelican Harbor Seabird Station

1279 NE 79TH STREET CAUSEWAY
Miami,FL33138 		NONE PC WILDLIFE RESCUE, 12,500

Project Safe Pet

168 HIGHWAY 274 311
Lake Wylie,SC29710 		NONE PC COMMUNITY SPAY/NEUTER 9,000

Rockfish Wildlife Sanctuary Inc

5450 WHEELERS COVE ROAD
Shipman,VA22971 		NONE PC ASSISTANCE WITH OPERATING 8,000

Rocky Mountain Raptor Program

2519 S SHIELDS STREET 1K-115
Fort Collins,CO80526 		NONE PC ROCKY MOUNTAIN RAPTOR 10,000

Sarvey Wildlife Care Center

13106 148TH ST NE PO BOX 3590
Arlington,WA98223 		NONE PC RAPTOR PRE-RELEASE 8,000

Bennington County Humane Society Inc

1779 VT ROUTE 7A
Arlington,VT05250 		NONE PC TRAP-NEUTER-RETURN & 7,500

Spay and Neuter Kansas City

1116 E 59TH ST
Kansas City,MO64110 		NONE PC URGENT CARE SUBSIDY 7,500

Spay-Neuter Assistance Program Inc

PO BOX 70286
Houston,TX772700286 		NONE PC EMPOWERING PEOPLE & PETS 7,500

St Hubert's Animal Welfare Center

575 WOODLAND AVENUE PO BOX 159
Madison,NJ07940 		NONE PC GENERAL OPERATIONS SUPPORT 17,000

Stop The Suffering

452 OVERBROOK DRIVE
Columbus,OH43214 		NONE PC RURAL AND SHELTER PETS 8,000

Stray Cat Relief Fund

PO BOX 20167
Philadelphia,PA19145 		NONE PC TRAP NEUTER LOVE 7,500

The Spayed Club

930 MACDADE BLVD
Collingdale,PA19023 		NONE PC SPAY/NEUTER FOR LOW INCOME 8,000

Tree House Humane Society

7225 N WESTERN AVENUE
Chicago,IL60645 		NONE PC CARING FOR CHICAGO'S CATS 10,000

Tri-State Bird Rescue And Research Inc

170 POSSUM HOLLOW ROAD
Newark,DE19711 		NONE PC SUMMER INTERNSHIP PROGRAM 7,500

University of Idaho Foundation

875 PERIMETER DRIVE MS 1141
Moscow,ID838441141 		NONE PC HOW DO HUNTING & TRAPPING 22,000

Woodlands Wildlife Refuge Inc

676 COUNTY ROAD 513
Pittstown,NJ08867 		NONE PC SAVING NJ'S ORPHANED AND 25,000

Monterey Bay Salmon and Trout Project

101 COOPER ST
Santa Cruz,CA95060 		NONE PC COHO SALMON GENOTYPING 10,000

University of California Davis

ONE SHIELDS AVENUE
Davis,CA95616 		NONE PC REMAINDER FOR WILDLIFE 22,522

Wags And Whiskers Pet Rescue Inc

180 MILLER ROAD
Cookeville,TN38501 		NONE PC COMMUNITY SPAY/NEUTER - 7,500

Wildcare Eastern Sierra

PO BOX 368
Bishop,CA935150368 		NONE PC WILDLIFE REHABILITATION IN 12,000

Tufts University

419 BOSTON AVENUE
Medford,MA02155 		NONE PC TUFTS WILDLIFE CLINICS 400,000

Brother Wolf Animal Rescue Inc

PO BOX 8195
Asheville,NC28814 		NONE PC EMERGENCY SUPPORT 7,500
Total .................................right arrow 3a 1,175,638
bApproved for future payment
Total ................................. right arrow 3b  
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 ....     14 594,714  
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 .....     18 78,236  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,032,677  
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) ..   1,705,627  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,705,627
(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:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 11,000     11,000

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Statement:
THE STATE OF NEW JERSEY ALLOWS ORGANIZATIONS WHO RECEIVE LESS THAN $10,000 IN GROSS CONTRIBUTIONS FOR THE FISCAL YEAR AND DO NOT COMPENSATE ANYONE IN CONNECTION WITH THE SOLICITATION OF FUNDS TO UNREGISTER WITH THE DIVISION OF CONSUMER AFFAIRS. THE FOUNDATION ELECTS TO BE AN AN-UNREGISTERED CHARITY.

TY 2024 LegalFeesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 1,501     1,501


TY 2024 OtherDecreasesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Description Amount
COST BASIS ADJ 5,074


TY 2024 OtherExpensesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 4,088 0   4,088
WEBSITE AND INTERNET 983 0   983


TY 2024 OtherIncomeSchedule2
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 78,236 71,198  


TY 2024 OtherProfessionalFeesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GLENMEDE INVESTMENT MANAGEMENT 78,094 78,094    
GLENMEDE ADVISORY FEE 100,000     100,000
MCRAE INVESTMENT MANAGEMENT FE 85,683 85,683    


TY 2024 TaxesSchedule
Name:
BERNICE BARBOUR FOUNDATION INC 5487-00-40
EIN:
22-2779967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,402 1,402   0
FEDERAL ESTIMATES - PRINCIPAL 1,619 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,342 3,342   0
FOREIGN TAXES ON NONQUALIFIED 352 352   0