BARRA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BARRA FOUNDATION INC (EIN 23-6277885)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202103149349101800
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T11:32:11-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236277885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARRA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARR | BusinessNameControlTxt |
| Phone | 6109647601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W LANCASTER AVENUE NO 202 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTINA L WAHL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6109647601 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTINA | PersonFirstNm |
| Person Last | WAHL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $91,777,897 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $57,220 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $507,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,145,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,170,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,020,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,936,912 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $931,358 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $93,543 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,667,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,175,879 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $277,932 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $66,704 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $211,228 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $385,684 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $385,684 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,110 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,110 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,360 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,360 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $286,461 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $199,341 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,120 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,783 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $36,917 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $31,242 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,242 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,469 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,469 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,791 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94,719 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,204 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,198,594 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $418,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $894,059 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,819,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,819,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,017,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $418,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,713,124 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,350,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,757,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,764 | CashBOYAmt |
| Cash EOY | $169,961 | CashEOYAmt |
| Cash EOYFMV | $169,961 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $794,175 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,374,209 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,374,209 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $38,176,587 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,278,844 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,926,097 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,601,915 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,575,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,363,340 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $33,200,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,094,755 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,594,290 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $350,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $350,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $80,193,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,843,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,777,897 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $80,193,736 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $78,843,114 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,193,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,843,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,193,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,843,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,193,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,350,622 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $78,843,114 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,843,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $21,547,668 | $19,850,202 | $1,697,466 | $1,697,466 | |
| LP 26-4019360 SHORT-TERM LOSS | $63 | -$63 | -$63 | P | |
| PARTNERSHIP 04-3237387 SHORT-TERM LOSS | $2,726 | -$2,726 | -$2,726 | P | |
| LP 36-7205063 SHORT-TERM GAIN | $3,270 | $3,270 | $3,270 | P | |
| PARTNERSHIP 30-0795332 SHORT-TERM GAIN | $26,020 | $26,020 | $26,020 | P | |
| LP 81-1782972 SHORT-TERM GAIN | $5,620 | $5,620 | $5,620 | P | |
| LP 81-2829807 SHORT-TERM GAIN | $891 | $891 | $891 | P | |
| LP 26-1412407 SHORT-TERM LOSS | $326 | -$326 | -$326 | P | |
| LLC 20-5133649 SHORT-TERM LOSS | $105 | -$105 | -$105 | P | |
| PARTNERSHIP 04-3237387 LONG-TERM GAIN | $204,911 | $204,911 | $204,911 | P | |
| LP 83-2790202 LONG-TERM GAIN | $17,573 | $17,573 | $17,573 | P | |
| LP 81-1782972 LONG-TERM GAIN | $2,139 | $2,139 | $2,139 | P | |
| LP 81-2829807 LONG-TERM GAIN | $19,106 | $19,106 | $19,106 | P | |
| LP 26-1412407 LONG-TERM GAIN | $8,666 | $8,666 | $8,666 | P | |
| LLC 20-5133649 LONG-TERM GAIN | $29,797 | $29,797 | $29,797 | P | |
| LP 36-7205063 LONG-TERM LOSS | $245,893 | -$245,893 | -$245,893 | P | |
| PARTNERSHIP 30-0795332 LONG-TERM LOSS | $174,307 | -$174,307 | -$174,307 | P | |
| LP 83-2790116 LONG-TERM LOSS | $5,942 | -$5,942 | -$5,942 | P | |
| LP 98-1186758 LONG-TERM LOSS | $535 | -$535 | -$535 | P | |
| LP 98-1137301 LONG-TERM LOSS | $133,487 | -$133,487 | -$133,487 | P | |
| LP 83-2790116 SEC 1231 GAIN | $678 | $678 | $678 | P | |
| LP 83-2790202 SEC 1231 GAIN | $3,530 | $3,530 | $3,530 | P | |
| LP 81-2829807 SEC 1231 GAIN | $7,260 | $7,260 | $7,260 | P | |
| LLC 20-5133649 SEC 1231 GAIN | $135 | $135 | $135 | P | |
| CAPITAL GAINS DIVIDENDS | $473,234 | $473,234 | $473,234 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,936,912 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,327 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,327 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,929 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $63,929 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,602 | OverpaymentAmt |
| Applied To ES Tax | $25,602 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BARRAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KRISTINA L WAHL | IndividualWithBooksNm |
| Phone | 6109647601 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W LANCASTER AVENUE NO 202 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTINA L WAHL | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | PRESIDENT, TREASURER | 40.00 | $259,000 | $18,932 | $0 |
| ROBERT L MCNEIL III | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| VICTORIA MCNEIL LE VINE | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PATRICK P COYNE | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| MATTHEW BERGHEISER | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA M DE CAROLIS | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL DIPIANO | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VALERIE V GAY | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STACY E HOLLAND | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOANNA MCNEIL LEWIS | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELEANOR LEWIS | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURA A WILLIAMSON | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTI M POLING | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | PROGRAM DIRECTOR | 40.00 | $128,000 | $13,939 | $0 |
| LINDA RICH | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | SENIOR PROGRAM OFFIC | 40.00 | $124,198 | $15,880 | $0 |
| STEPHANIE LERNER | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | PROGRAM OFFICER | 40.00 | $102,000 | $9,923 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CREWICAL PARTNERS LLC | |||||
| 810 SEVENTH AVENUE 32ND FLOOR | NEW YORK | NY | 10019 | ADVISORY SERVICES | $99,633 |
| WILMINGTON TRUST | |||||
| 1100 NORTH MARKET STREET | WILMINGTON | DE | 19890 | INVESTMENT ADVISORY | $56,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM-RELATED INVESTMENT (PRI) TO WOMEN'S OPPORTUNITIES RESOURCE CENTER (WORC): A $100,000 NO INTEREST LOAN WAS PROVIDED TO WORC, A CDFI, TO ENABLE THEM TO PROVIDE CAPITAL TO ENABLE SMALL AND MICRO LOCAL BUSINESSES TO ACCESS THE PAYCHECK PROTECTION PROGRAM (PPP) FEDERAL LOAN PROGRAM. ONCE WORC IS REIMBURSED BY THE SBA, THE BARRA PRI/LOAN WILL BE RE-PAID. | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Total | $100,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $84,784,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,387,035 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,171,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,171,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,292,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,878,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,243,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,243,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,327 | TotalTaxAmt |
| Distributable Before Adj | $4,205,605 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $36,815 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,242,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,242,420 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,713,124 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $100,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,813,124 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,813,124 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,242,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $859,771 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,813,124 | QualifyingDistributionsAmt |
| Applied To Year1 | $859,771 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,953,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $289,067 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWBARRAFOUNDATIONORG BARRA FOUNDAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W LANCASTER AVENUE SUITE 200 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6109647601 | RecipientPhoneNum |
| Form And Info And Materials | ALL LETTERS OF INQUIRY MUST BE SUBMITTED THROUGH AN ONLINE SYSTEM AT WWW.BARRAFOUNDATION.ORG. THE LOI MUST INCLUDE INFORMATION ABOUT THE TYPE OF REQUEST, TIMEFRAME, TARGETED AUDIENCE, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO FORMAL SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE RESTRICTED TO THE GREATER PHILADELPHIA REGION. THE PRIMARY FOCUS OF THE FOUNDATION IS ON INNOVATION IN AND ACROSS THE FIELDS OF ARTS & CULTURE, EDUCATION, HEALTH AND HUMAN SERVICES. PLEASE SEE WWW.BARRAFOUNDATION.ORG FOR FURTHER INFORMATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (220 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1812 PRODUCTIONS | |||||||
| 2329 SOUTH 3RD STREET | PHILADELPHIA | PA | 19148 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| ACADEMY OF NATURAL SCIENCES | |||||||
| 1900 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT - SPECIAL GRANT | $2,500 | |
| ACHIEVE NOW | |||||||
| 1735 MARKET STREET SUITE A500 | PHILADELPHIA | PA | 19103 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| AFRICAN AMERICAN MUSEUM IN PHILADELPHIA | |||||||
| 701 ARCH STREET | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $12,500 | |
| AFRICAN FAMILY HEALTH ORGANIZATION | |||||||
| 4415 CHESTNUT STREET SUITE 202 | PHILADELPHIA | PA | 19104 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $2,500, RECOVERY AND RESPONSE GRANT - $20,000 | $25,000 | |
| AGAPE AFRICAN SENIOR CENTER | |||||||
| 7199 BRANT PLACE C-8 | PHILADELPHIA | PA | 19153 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| AI-BUSTAN SEEDS OF CULTURE | |||||||
| 3645 LANCASTER AVENUE | PHILADELPHIA | PA | 19104 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| AIDS LAW PROJECT OF PENNSYLVANIA | |||||||
| 1211 CHESTNUT STREET SUITE 600 | PHILADELPHIA | PA | 19107 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| ARDELLA'S HOUSE | |||||||
| 2428 33RD STREET | PHILADELPHIA | PA | 19132 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| ARS NOVA WORKSHOP | |||||||
| 1909 S 9TH STREET BOK 113 | PHILADELPHIA | PA | 19148 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| ART SANCTUARY | |||||||
| 628 SOUTH 16TH STREET | PHILADELPHIA | PA | 19146 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| ART SPHERE INC | |||||||
| 1901 S 9TH STREET STUDIO 502 | PHILADELPHIA | PA | 19148 | PC | RECOVERY AND RESPONSE GRANT | $5,000 | |
| ART-REACH | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| ARTWELL | |||||||
| 100 W OXFORD STREET SUITE E-1200 | PHILADELPHIA | PA | 19122 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $2,500 | $5,000 | |
| ASIAN ARTS INITIATIVE | |||||||
| 1219 VINE STREET | PHILADELPHIA | PA | 19107 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $2,500, RECOVERY AND RESPONSE GRANT - $10,000 | $15,000 | |
| ATTIC YOUTH CENTER | |||||||
| 255 S 16TH STREET | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| BALLETX | |||||||
| 1923 WASHINGTON AVENUE | PHILADELPHIA | PA | 19146 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| BARTRAM'S GARDEN | |||||||
| 5400 LINDBERGH BOULEVARD | PHILADELPHIA | PA | 19143 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, RECOVERY AND RESPONSE GRANT - $25,000 | $27,500 | |
| BEARDED LADIES CABARET | |||||||
| C/O ST MARYS CHURCH 3916 LOCUST | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $70,250 | WALK |
| BEBASHI | |||||||
| 1235 SPRING GARDEN STREET | PHILADELPHIA | PA | 19123 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| BETHESDA PROJECT | |||||||
| 1630 SOUTH STREET | PHILADELPHIA | PA | 19146 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| BLACK DOCTORS COVID19 CONSORTIUM | |||||||
| 419 JOHNSON STREET | JENKINTOWN | PA | 19046 | PC | RECOVERY AND RESPONSE GRANT | $100,000 | |
| BLACK LILY INC | |||||||
| 1901 S 9TH STREET BOK 314 | PHILADELPHIA | PA | 19148 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| BRANDYWINE HEALTH FOUNDATION | |||||||
| 50 S 1ST AVENUE | COATESVILLE | PA | 19320 | PC | COVID-19 EMERGENCY RESPONSE - $12,500, RECOVERY AND RESPONSE GRANT - $25,000 | $37,500 | |
| BREAD & ROSES COMMUNITY FUND | |||||||
| 1315 WALNUT STREET SUITE 1300 | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT - STAFF GRANT | $1,250 | |
| BROAD STREET MINISTRY | |||||||
| 315 S BROAD STREET | PHILADELPHIA | PA | 19107 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $5,000 | $7,500 | |
| BRYN MAWR FILM INSTITUTE | |||||||
| 824 W LANCASTER AVENUE | BRYN MAWR | PA | 19010 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| BUCKNELL UNIVERSITY | |||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $2,500 | |
| BUILDING 21 | |||||||
| 600 WEST GERMANTOWN PIKE SUITE | PLYMOUTH MEETING | PA | 19462 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $20,000 | 400-144 |
| CAMBODIAN ASSOCIATION OF GREATER PHILADELPHIA | |||||||
| 5412 NORTH 5TH STREET | PHILADELPHIA | PA | 19120 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, RECOVERY AND RESPONSE GRANT - $20,000 | $22,500 | |
| CATHOLIC SOCIAL SERVICES MONTCO | |||||||
| 222 NORTH 17TH STREET | PHILADELPHIA | PA | 19103 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| CCATE | |||||||
| PO BOX 1185 | BLUE BELL | PA | 19422 | PC | RECOVERY AND RESPONSE | $5,000 | |
| CENTER FOR ADVOCACY FOR THE RIGHTS AND INTERESTS OF THE ELDERLY (CARIE) | |||||||
| TWO PENN CENTER 1500 JFK BOULEVARD | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | SUITE 1500 |
| CENTER FOR CREATIVE WORKS | |||||||
| 241 E LANCASTER AVENUE | WYNNEWOOD | PA | 19096 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| CENTER FOR CULTURE ART TRAINING AND EDUCATION | |||||||
| PO BOX 1185 | BLUE BELL | PA | 19422 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| CENTER FOR LITERACY | |||||||
| 1420 PINE STREET | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| CENTRAL BEHAVIORAL HEALTH | |||||||
| 1100 POWELL STREET | NORRISTOWN | PA | 19401 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| CEREBRAL PALSY ASSOCIATION OF CHESTER COUNTY INC | |||||||
| 749 SPRINGDALE DRIVE | EXTON | PA | 19341 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| CHESPENN HEALTH SERVICES INC | |||||||
| 744 EAST LINCOLN HIGHWAY | COATESVILLE | PA | 19320 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| CHESTER COUNTY COMMUNITY FOUNDATION | |||||||
| 28 WEST MARKET STREET | WEST CHESTER | PA | 19382 | PC | COVID-19 EMERGENCY RESPONSE | $15,000 | |
| CHILDREN'S CRISIS TREATMENT CENTER | |||||||
| 1080 N DELAWARE AVENUE SUITE 600 | PHILADELPHIA | PA | 19125 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, INNOVATIONS IN HEALTHCARE: CREATING A ROAD MAP FOR VALUE-BASED BEHAVIORAL HEALTHCARE DELIVERY - $75,000 | $77,500 | |
| CHILDREN'S LITERACY INITIATIVE | |||||||
| 990 SPRING GARDEN STREET SUITE 400 | PHILADELPHIA | PA | 19123 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| CODED BY KIDS | |||||||
| 3675 MARKET STREET 200 | PHILADELPHIA | PA | 19104 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $2,000 | $4,500 | |
| COMMITTEE OF SEVENTY | |||||||
| 123 SOUTH BROAD STREET SUITE 1800 | PHILADELPHIA | PA | 19109 | PC | RECOVERY AND RESPONSE | $25,000 | |
| COMMUNITY FIRST FUND | |||||||
| 990 SPRING GARDEN STREET SUITE 200 | PHILADELPHIA | PA | 19123 | PC | RECOVERY AND RESPONSE | $100,000 | |
| COMMUNITY INTEGRATED SERVICES | |||||||
| 441 N 5TH STREET SUITE 101 | PHILADELPHIA | PA | 19123 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| COMMUNITY LEGAL SERVICES | |||||||
| 1424 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, MASS EVICTION PREVENTION AND NEIGHBORHOOD PRESERVATION INITIATIVE - $125,000 | $127,500 | |
| COMMUNITY YMCA OF EASTERN DELAWARE COUNTY | |||||||
| 2110 GARRETT ROAD | LANSDOWNE | PA | 19050 | PC | RECOVERY AND RESPONSE | $10,000 | |
| CONGRESO DE LATINOS UNIDOS INC | |||||||
| 216 W SOMERSET STREET | PHILADELPHIA | PA | 19133 | PC | ENTITY SUPPORT | $50,000 | |
| COUNCIL OF SPANISH SPEAKING ORGANIZATIONS | |||||||
| 141 E HUNTING PARK AVENUE | PHILADELPHIA | PA | 19124 | PC | RECOVERY AND RESPONSE | $10,000 | |
| CREATIVE RESILIENCE COLLECTIVE | |||||||
| 1538 S 9TH STREET | PHILADELPHIA | PA | 19147 | PC | RECOVERY AND RESPONSE | $20,000 | |
| CRESCENDO PHOENIXVILLE | |||||||
| 1601 BRIARWOOD COURT | PHOENIXVILLE | PA | 19460 | PC | ENTITY SUPPORT - STAFF GRANT | $1,000 | |
| CRISTO REY PHILADELPHIA | |||||||
| 1717 WEST ALLEGHENY AVENUE | PHILADELPHIA | PA | 19132 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $5,000 | |
| DEPAUL USA | |||||||
| 5725 SPRAGUE STREET | PHILADELPHIA | PA | 191381721 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| DIGNITY HOUSING | |||||||
| 5227 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19144 | PC | RECOVERY AND RESPONSE | $20,000 | |
| DREXEL UNIVERSITY COLLEGE OF MEDICINE | |||||||
| 1505 RACE STREET 12TH FLOOR MS489 | PHILADELPHIA | PA | 19102 | PC | RECOVERY AND RESPONSE | $20,000 | |
| EASTERN STATE PENITENTIARY HISTORIC SITE INC | |||||||
| 2027 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| ECONOMY LEAGUE OF PHILADELPHIA | |||||||
| 1800 JFK BOULEVARD SUITE 460 | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT - BTM $4,000, RECOVERY AND RESPONSE GRANT - $100,000 | $104,000 | |
| EQUAL ACCESS LEGAL SERVICES | |||||||
| 1500 WALNUT STREET SUITE 700 | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| ESPERANZA IMMIGRATION LEGAL SERVICES | |||||||
| 4261 NORTH 5TH STREET | PHILADELPHIA | PA | 19140 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| FACE TO FACE GERMANTOWN | |||||||
| 123 EAST PRICE STREET | PHILADELPHIA | PA | 19144 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| FAIRMOUNT PARK CONSERVANCY | |||||||
| 1617 JOHN F KENNEDY BOULEVARD SUITE | PHILADELPHIA | PA | 19103 | PC | RECOVERY AND RESPONSE | $25,000 | 1670 |
| FIRST PERSON ARTS | |||||||
| 443 W GIRARD AVENUE 2C | PHILADELPHIA | PA | 19123 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $2,500, RECOVERY AND RESPONSE GRANT - $25,000 | $30,000 | |
| FLEISHER ART MEMORIAL | |||||||
| 719 CATHARINE STREET | PHILADELPHIA | PA | 19147 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| FOOD CONNECT | |||||||
| 2407 GRAYS FERRY AVENUE | PHILADELPHIA | PA | 19146 | PC | COVID-19 EMERGENCY RESPONSE | $50,000 | |
| FREE LIBRARY OF PHILADELPHIA FOUNDATION | |||||||
| DEVELOPMENT OFFICE 1901 VINE STREET | PHILADELPHIA | PA | 19103 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, RECOVERY AND RESPONSE GRANT - $25,000 | $27,500 | |
| FRIENDS REHABILITATION PROGRAM | |||||||
| 704 W GIRARD AVENUE | PHILADELPHIA | PA | 19123 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| FRINGEARTS | |||||||
| 140 N COLUMBUS BOULEVARD | PHILADELPHIA | PA | 191062001 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA | |||||||
| 30 S 17TH STREET 11TH FLOOR | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT - $36,815, RECOVERY AND RESPONSE GRANT - $25,000 | $61,815 | |
| GEARING UP | |||||||
| 718 ARCH STREET SUITE 401N | PHILADELPHIA | PA | 19106 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| GIRLS ROCK PHILLY | |||||||
| 1428 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19122 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| GREATER PHILADELPHIA CULTURAL ALLIANCE | |||||||
| 1315 WALNUT STREET SUITE 732 | PHILADELPHIA | PA | 19107 | PC | COVID-19 EMERGENCY RESPONSE | $75,000 | |
| HABITAT FOR HUMANITY - PHILADELPHIA | |||||||
| 1829 NORTH 19TH STREET | PHILADELPHIA | PA | 19121 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $5,000 | |
| HIAS PENNSYLVANIA | |||||||
| 2100 ARCH STREET THIRD FLOOR | PHILADELPHIA | PA | 19103 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| HOMELESS ADVOCACY PROJECT | |||||||
| 1429 WALNUT STREET 15TH FLOOR | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| HOPE SPRINGS EQUESTRIAN THERAPY INC | |||||||
| POB 156 | CHESTER SPRINGS | PA | 19425 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| HORIZONS AT GREENE STREET FRIENDS SCHOOL | |||||||
| 5511 GREENE STREET | PHILADELPHIA | PA | 19144 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| IMPACT SERVICES CORPORATION | |||||||
| 1952 EAST ALLEGHENY AVENUE | PHILADELPHIA | PA | 19134 | PC | KENSINGTON CORRIDOR TRUST | $125,000 | |
| INTERNATIONAL MYELOMA FOUNDATION | |||||||
| 12650 RIVERSIDE DRIVE SUITE 206 | NORTH HOLLYWOOD | CA | 91607 | PC | ENTITY SUPPORT - STAFF GRANT | $2,000 | |
| JUSTICE AT WORK | |||||||
| 990 SPRING GARDEN SUITE 300 | PHILADELPHIA | PA | 19123 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| KELLY ANNE DOLAN MEMORIAL FUND | |||||||
| 580 VIRGINIA DRIVE SUITE 110 | FORT WASHINGTON | PA | 19034 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| KENNETT AREA COMMUNITY SERVICES | |||||||
| 136 WEST CEDAR STREET PO BOX 1025 | KENNETT SQUARE | PA | 19348 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| KIMMEL CENTER | |||||||
| 300 S BROAD STREET | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $10,000 | |
| KITHS | |||||||
| 4923 OLD YORK ROAD FIRST FLOOR | PHILADELPHIA | PA | 19141 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| KLEINLIFE | |||||||
| 10100 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| KULU MELE DANCE ENSEMBLE | |||||||
| 2636 E AUBURN STREET | PHILADELPHIA | PA | 19134 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| KUN-YANG LINDANCERS | |||||||
| 1316 SOUTH 9TH STREET | PHILADELPHIA | PA | 19147 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| LA COMUNIDAD HISPANA | |||||||
| 731 WEST CYPRESS STREET | KENNETT SQUARE | PA | 19348 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| LA PUERTA ABIERTA INC | |||||||
| PO BOX 534 | NARBERTH | PA | 19072 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| LA SALLE ACADEMY | |||||||
| 1434 N SECOND STREET | PHILADELPHIA | PA | 19122 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| LA SALLE UNIVERSITY | |||||||
| 1434 N SECOND STREET | PHILADELPHIA | PA | 19122 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| LEGAL CLINIC FOR THE DISABLED | |||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| LIVECONNECTIONS | |||||||
| PO BOX 42796 | PHILADELPHIA | PA | 19104 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| LIVING BEYOND BREAST CANCER | |||||||
| 354 WEST LANCASTER AVENUE SUITE 224 | HAVERFORD | PA | 19041 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $6,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 718 ARCH STREET SUITE 500 SOUTH | PHILADELPHIA | PA | 19106 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| LUTHERAN SETTLEMENT HOUSE | |||||||
| 1340 FRANKFORD AVENUE | PHILADELPHIA | PA | 19125 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| MANNA | |||||||
| 420 NORTH 20TH STREET | PHILADELPHIA | PA | 19130 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $25,000 | $22,500 | |
| MANNA ON MAIN STREET | |||||||
| 606 E MAIN STREET SUITE 1001 | LANSDALE | PA | 19446 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| MATERNAL & CHILD HEALTH CONSORTIUM | |||||||
| 30 W BARNARD STREET SUITE 1 | WEST CHESTER | PA | 19382 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| MATERNITY CARE COALITION | |||||||
| 2000 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| MENTOR FOR PHILLY DBA COLLEGETOGETHER | |||||||
| 100 S JUNIPER STREET THIRD FLOOR | PHILADELPHIA | PA | 19109 | PC | COVID-19 EMERGENCY RESPONSE - $5,000, HOSPITALITYTOGETHER - $120,000 | $125,000 | |
| MIGHTY WRITERS | |||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $2,000 | $4,500 | |
| MIRIAM MEDICAL CLINIC | |||||||
| 1237 SPRING GARDEN STREET | PHILADELPHIA | PA | 19123 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| MISSION INVESTORS EXCHANGE | |||||||
| 1899 L STREET NW SUITE 850 | WASHINGTON | DC | 20036 | PC | ENTITY SUPPORT - SPECIAL GRANT | $2,000 | |
| MISSION KIDS CHILD ADVOCACY CENTER | |||||||
| 1800 W GERMANTOWN PIKE SUITE 1 | EAST NORRITON | PA | 19401 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| MURAL ARTS ADVOCATES | |||||||
| 1727-29 MT VERNON STREET | PHILADELPHIA | PA | 19130 | PC | DAY PAY PROGRAM (WORKING NAME) - $75,000, RECOVERY AND RESPONSE GRANT - $25,000 | $100,000 | |
| MUSICOPIA INC | |||||||
| 2001 MARKET STREET SUITE 700 | PHILADELPHIA | PA | 19103 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| NATIONALITIES SERVICE CENTER | |||||||
| 1216 ARCH STREET 4TH | PHILADELPHIA | PA | 19107 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| NEED IN DEED | |||||||
| 211 N 13TH STREET SUITE 501 | PHILADELPHIA | PA | 19107 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| NEIGHBORHOOD BIKE WORKS | |||||||
| 3943 LANCASTER AVENUE | PHILADELPHIA | PA | 19104 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| NEW LEASH OF LIFE | |||||||
| PO BOX 326 | NARBERTH | PA | 19072 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| NORTH PENN YMCA | |||||||
| 2506 N BROAD STREET SUITE 208 | COLMAR | PA | 18915 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| NORTHEAST TREATMENT CENTERS INC | |||||||
| 499 N 5TH STREET SUITE A | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT | $20,000 | |
| NOWAK METRO FINANCE LAB | |||||||
| DREXEL UNIVERSITY 3141 CHESTNUT | PHILADELPHIA | PA | 19104 | PC | NOWAK METRO FINANCE LAB AT DREXEL UNIVERSITY | $60,000 | STREET |
| ONE DAY AT A TIME | |||||||
| 2532 N BROAD STREET | PHILADELPHIA | PA | 19132 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| ONES UP | |||||||
| 1300 N 18TH STREET | PHILADELPHIA | PA | 19121 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| OPERA PHILADELPHIA | |||||||
| 1420 LOCUST STREET SUITE 210 | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT - $2,500, ENTITY SUPPORT - STAFF GRANT - $500 | $3,000 | |
| PAR-RECYCLE WORKS | |||||||
| 342 E WALNUT LANE | PHILADELPHIA | PA | 19144 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| PARTNERS FOR SACRED PLACES | |||||||
| 1700 SANSOM STREET 10TH FLOOR | PHILADELPHIA | PA | 19103 | PC | RECOVERY AND RESPONSE GRANT | $25,000 | |
| PATHWAYS TO HOUSING PA | |||||||
| 5201 OLD YORK ROAD SUITE 108 | PHILADELPHIA | PA | 19141 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PENN ASIAN SENIOR SERVICES | |||||||
| 6926 OLD YORK ROAD | PHILADELPHIA | PA | 19126 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PENNSBURY SOCIETY | |||||||
| 400 PENNSBURY MEMORIAL ROAD | MORRISVILLE | PA | 19021 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PENNSYLAVANIA HEALTH LAW PROJECT | |||||||
| 123 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PEOPLE'S EMERGENCY CENTER | |||||||
| 325 N 39TH STREET | PHILADELPHIA | PA | 19104 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| PEOPLE'S LIGHT & THEATRE COMPANY | |||||||
| 39 CONESTOGA ROAD | MALVERN | PA | 19355 | PC | PEOPLE'S LIGHT ON THE MOVE: VOICES ACROSS CHESTER COUNTY | $30,000 | |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY STREET | PHILADELPHIA | PA | 19148 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $35,000 | |
| PHILADELPHIA ACADEMIES INC | |||||||
| 1401 WALNUT STREET 9TH FLOOR | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PHILADELPHIA BLACK GIVING CIRCLE | |||||||
| 603 STANWIX STREET 1700 | PITTSBURGH | PA | 15222 | PC | RECOVERY AND RESPONSE GRANT | $25,000 | |
| PHILADELPHIA CHILDREN'S ALLIANCE | |||||||
| 300 EAST HUNTING PARK AVENUE | PHILADELPHIA | PA | 19124 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PHILADELPHIA CONTEMPORARY | |||||||
| 1112 N BODINE STREET | PHILADELPHIA | PA | 19123 | PC | CURATOR OF SPOKEN WORD | $35,000 | |
| PHILADELPHIA FIGHT | |||||||
| 1233 LOCUST STREET 3RD FLOOR | PHILADELPHIA | PA | 19107 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PHILADELPHIA FOLKLORE PROJECT | |||||||
| 735 S 50TH STREET | PHILADELPHIA | PA | 19143 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PHILADELPHIA FREEDOM VALLEY YMCA | |||||||
| 400 FAYETTE ST | CONSHOHOCKEN | PA | 19428 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| PHILADELPHIA FUTURES | |||||||
| 230 S BROAD STREET 7TH FLOOR | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $10,000 | $12,500 | |
| PHILADELPHIA HERITAGE CHORALE | |||||||
| 1311 LOMBARD STREET SUITE 506 | PHILADELPHIA | PA | 19147 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $2,500 | |
| PHILADELPHIA HOUSING AUTHORITY | |||||||
| 2013 RIDGE AVENUE | PHILADELPHIA | PA | 19121 | PC | RECOVERY AND RESPONSE GRANT | $25,000 | |
| PHILADELPHIA HOUSING DEVELOPMENT CORP | |||||||
| 1234 MARKET STREET 16TH FLOOR | PHILADELPHIA | PA | 19107 | PC | RECOVERY AND RESPONSE GRANT | $25,000 | |
| PHILADELPHIA LAWYERS FOR SOCIAL EQUITY | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PHILADELPHIA LEARNING COLLABORATIVE | |||||||
| 5530 WHITBY AVENUE | PHILADELPHIA | PA | 19143 | PC | PHILADELPHIA LEARNING COLLABORATIVE | $50,000 | |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PERELMAN BUILDING PO BOX 7646 | PHILADELPHIA | PA | 19101 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $10,000 | |
| PHILADELPHIA OUTWARD BOUND SCHOOL | |||||||
| 3401 RESERVOIR DRIVE | PHILADELPHIA | PA | 19121 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PHILADELPHIA PUBLIC SCHOOL NOTEBOOK | |||||||
| 699 RANSTEAD STREET 3RD FLOOR | PHILADELPHIA | PA | 19106 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS | |||||||
| 321 S 4TH STREET | PHILADELPHIA | PA | 19106 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PHILADELPHIA YOUTH NETWORK | |||||||
| 400 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19106 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, RECOVERY AND RESPONSE GRANT - $25,000 | $27,500 | |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 230 S BROAD STREET SUITE 402 | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT - SPECIAL GRANT - $8,000, ENTITY SUPPORT - STAFF GRANT - $2,500, PHILADELPHIA MISSION ALIGNED INVESTING (MAI) COLLABORATIVE - $45,000 | $55,500 | |
| PIDC COMMUNITY CAPITAL | |||||||
| 1500 MARKET STREET SUITE 3500 WEST | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE | $175,000 | |
| PLAYWORKS | |||||||
| 100 W OXFORD STREET SUITE E-3000 | PHILADELPHIA | PA | 19122 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PORTSIDE ARTS CENTER | |||||||
| 2531 E LEHIGH AVENUE | PHILADELPHIA | PA | 19125 | PC | RECOVERY AND RESPONSE GRANT | $5,000 | |
| POTTER'S HOUSE MISSION | |||||||
| 524-26 SO 52ND STREET | PHILADELPHIA | PA | 19143 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| POWER STREET THEATRECULTURE TRUST | |||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT - $2,500, RECOVERY AND RESPONSE GRANT - $10,000 | $12,500 | |
| POWERCORPSPHL | |||||||
| 990 SPRING GARDEN STREET SUITE 601 | PHILADELPHIA | PA | 19123 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| PREVENTION POINT PHILADELPHIA | |||||||
| 2913-2915 KENSINGTON AVENUE | PHILADELPHIA | PA | 19134 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PROJECT HOME | |||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PUBLIC CITIZENS FOR CHILDREN & YOUTH | |||||||
| 990 SPRING GARDEN STREET SUITE 200 | PHILADELPHIA | PA | 19123 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| PUENTES DE SALUD | |||||||
| 1700 SOUTH STREET | PHILADELPHIA | PA | 19146 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| RAIR | |||||||
| 7333 MILNOR STREET | PHILADELPHIA | PA | 19136 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| READY WILLING & ABLE PHILADELPHIA | |||||||
| 1221 BAINBRIDGE STREET | PHILADELPHIA | PA | 19147 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| REBUILDING TOGETHER PHILADELPHIA | |||||||
| 4355 ORCHARD STREET SUITE 2R | PHILADELPHIA | PA | 19124 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $5,000 | |
| RESEARCH FOR ACTION | |||||||
| 100 S BROAD STREET SUITE 70 | PHILADELPHIA | PA | 19110 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| RESOURCES FOR HUMAN DEVELOPMENT | |||||||
| 4700 WISSAHICKON AVENUE SUITE 126 | PHILADELPHIA | PA | 19144 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| ROCK TO THE FUTURE | |||||||
| 1201 N 3RD STREET 283 | PHILADELPHIA | PA | 19122 | PC | RECOVERY AND RESPONSE GRANT | $5,000 | |
| SALVATION ARMY | |||||||
| 701 NORTH BROAD STREET | PHILADELPHIA | PA | 19123 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| SANKOFA HEALING STUDIO | |||||||
| 1415 NORTH BROAD STREET SUITE 221C | PHILADELPHIA | PA | 19122 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| SCHUYLKILL RIVER DEVELOPMENT CORPORATION | |||||||
| 2401 WALNUT STREET SUITE 603 | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT - STAFF GRANT | $1,000 | |
| SCRIBE VIDEO CENTER | |||||||
| 3908 LANCASTER AVENUE | PHILADELPHIA | PA | 19104 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| SEACHANGE CAPITAL PARTNERS | |||||||
| 420 LEXINGTON AVENUE SUITE 300 | NEW YORK | NY | 10170 | PC | NON-PROFIT REPOSITIONING FUND III | $50,000 | |
| SEAMAAC INC | |||||||
| 1711 S BROAD STREET | PHILADELPHIA | PA | 19148 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| SETTLEMENT MUSIC SCHOOL | |||||||
| 416 QUEEN STREET | PHILADELPHIA | PA | 19147 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| SMITH MEMORIAL PLAYGROUND AND PLAYHOUSE | |||||||
| 3500 RESERVOIR DRIVE | PHILADELPHIA | PA | 19121 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, RECOVERY AND RESPONSE GRANT - $10,000 | $12,500 | |
| SPIRAL Q PUPPET THEATER | |||||||
| 4100 HAVERFORD AVENUE | PHILADELPHIA | PA | 19104 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, RECOVERY AND RESPONSE GRANT - $10,000 | $12,500 | |
| SPRINGBOARD COLLABORATIVE | |||||||
| 1500 JFK BOULEVARD SUITE 1160 | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| SQUASHSMARTS INC | |||||||
| 3890 N 10TH STREET | PHILADELPHIA | PA | 19140 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $5,000 | |
| ST PAUL'S BAPTIST CHURCH | |||||||
| 1000 WALLACE STREET | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT - STAFF GRANT | $2,500 | |
| SUMMER SEARCH PHILADELPHIA | |||||||
| 1528 WALNUT STREET SUITE 1006 | PHILADELPHIA | PA | 19102 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| SUPPORT CENTER FOR CHILD ADVOCATES | |||||||
| 1617 JFK BOULEVARD SUITE 1200 | PHILADELPHIA | PA | 19103 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| TABERNACLE BAPTIST CHURCH | |||||||
| 150 EAST SECOND STREET | BURLINGTON | NJ | 08016 | PC | ENTITY SUPPORT - SPECIAL GRANT | $1,000 | |
| TALLER PUERTORRIQUENO | |||||||
| 2600 N 5TH STREET | PHILADELPHIA | PA | 19133 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| THE BROTHERS BRUNCH | |||||||
| 720 6TH STREET | NEWARK | DE | 19711 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| THE CENTER FOR BLACK EDUCATOR DEVELOPMENT | |||||||
| PO BOX 7439 | PHILADELPHIA | PA | 19101 | PC | ENTITY SUPPORT - STAFF GRANT - $500, RECOVERY AND RESPONSE GRANT - $10,000 | $10,500 | |
| THE COMMON MARKET | |||||||
| 428 E ERIE AVENUE | PHILADELPHIA | PA | 19134 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| THE ENTERPRISE CENTER COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 4548 MARKET STREET | PHILADELPHIA | PA | 19139 | PC | RECOVERY AND RESPONSE GRANT | $50,000 | |
| THE FOOD TRUST | |||||||
| 1617 JOHN F KENNEDY BOULEVARD SUITE | PHILADELPHIA | PA | 19103 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | 900 |
| THE FOUNDATION FOR DELAWARE COUNTY | |||||||
| 200 EAST STATE STREET SUITE 304 | MEDIA | PA | 19063 | PC | COVID-19 EMERGENCY RESPONSE - $25,000, RECOVERY AND RESPONSE GRANT - $25,000 | $50,000 | |
| THE GRADUATE NETWORK | |||||||
| 1635 MARKET STREET | PHILADELPHIA | PA | 19103 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| THE HAND2PAW FOUNDATION | |||||||
| PO BOX 40122 | PHILADELPHIA | PA | 191060122 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $20,000 | |
| THE LENFEST INSTITUTE FOR JOURNALISM | |||||||
| 801 MARKET STREET SUITE 300 | PHILADELPHIA | PA | 19107 | PC | COVID-19 EMERGENCY RESPONSE | $5,000 | |
| THE MAYOR'S FUND FOR PHILADELPHIA | |||||||
| ROOM 267 CITY HALL | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT - $25,000, RECOVERY AND RESPONSE GRANT - $100,000 | $125,000 | |
| THE MERCHANTS FUND | |||||||
| 1617 JFK BOULEVARD 20TH FLOOR | PHILADELPHIA | PA | 19103 | PC | RECOVERY AND RESPONSE GRANT | $75,000 | |
| THE MONTGOMERTY COUNTY FOUNDATION | |||||||
| 4 SENTRY PARKWAY EAST SUITE 302 | BLUE BELL | PA | 19422 | PC | COVID-19 EMERGENCY RESPONSE | $25,000 | |
| THE PHILADELPHIA FOUNDATION | |||||||
| 1835 MARKET STREET SUITE 2410 | PHILADELPHIA | PA | 191032968 | PC | COVID-19 EMERGENCY RESPONSE, NON-PROFIT REPOSITIONING FUND II, ENTITY SUPPORT - STAFF GRANT | $151,250 | |
| THEATRE HORIZON | |||||||
| 401 DEKALB STREET | NORRISTOWN | PA | 19401 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| THEATRE PHILADELPHIA | |||||||
| 1315 WALNUT STREET SUITE 732 | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| TINY WPA | |||||||
| 3021 W STILES STREET | PHILADELPHIA | PA | 19121 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| TRADES FOR A DIFFERENCE | |||||||
| 8000 ANDERSON STREET | PHILADELPHIA | PA | 19118 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| TREE HOUSE BOOKS | |||||||
| 1430 W SUSQUEHANNA AVEUE | PHILADELPHIA | PA | 19121 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET 5TH FLOOR | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $24,000 | |
| TWELVE GATES ARTS | |||||||
| 106 N 2ND STREET | PHILADELPHIA | PA | 19106 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| UNITED WAY OF BUCKS COUNTY | |||||||
| 413 HOOD BOULEVARD | FAIRLESS HILLS | PA | 19030 | PC | COVID-19 EMERGENCY RESPONSE | $25,000 | |
| UNIVERSITY CITY ARTS LEAGUE | |||||||
| 4226 SPRUCE STREET | PHILADELPHIA | PA | 19104 | PC | RECOVERY AND RESPONSE GRANT | $5,000 | |
| UNIVERSITY CITY DISTRICT | |||||||
| 3940 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $20,000 | $22,500 | |
| UPENN - GRADUATE SCHOOL OF EDUCATION | |||||||
| 3700 WALNUT STREET | PHILADELPHIA | PA | 19104 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| UPLIFT CENTER FOR GRIEVING CHILDREN | |||||||
| 3300 HENRY AVENUE SUITE 110 | PHILADELPHIA | PA | 19129 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, RECOVERY AND RESPONSE GRANT - $50,000 | $52,500 | |
| URBAN AFFAIRS COALITION | |||||||
| 1207 CHESTNUT STREET SUITE 700 | PHILADELPHIA | PA | 19107 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| URBAN TREE CONNECTION | |||||||
| 1445 N 52ND STREET | PHILADELPHIA | PA | 19131 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| VETRI COMMUNITY PARTNERSHIP | |||||||
| 211 N 13TH STREET SUITE 303 | PHILADELPHIA | PA | 19107 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - DIRECTOR'S GRANT - $27,500 | $30,000 | |
| VIETLEAD | |||||||
| 320 W OREGON AVENUE | PHILADELPHIA | PA | 19148 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| VILLAGE OF ARTS & HUMANITIES | |||||||
| 2506 N ALDER STREET | PHILADELPHIA | PA | 19133 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, RECOVERY AND RESPONSE GRANT - $10,000 | $12,500 | |
| VNA -COMMUNITY SERVICES INC | |||||||
| 1421 HIGHLAND AVENUE | ABINGTON | PA | 19001 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| WHY NOT PROSPER INC | |||||||
| 717 E CHELTEN AVENUE | PHILADELPHIA | PA | 19144 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| WHYY INC | |||||||
| INDEPENDENCE MALL WEST 150 N 6TH | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | STREET |
| WILMA THEATER | |||||||
| 265 SOUTH BROAD STREET | PHILADELPHIA | PA | 19107 | PC | THE WILMA HYBRID MODEL | $50,000 | |
| WOMEN AGAINST ABUSE INC | |||||||
| 100 S BROAD STREET SUITE 1341 | PHILADELPHIA | PA | 19110 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| WOMEN'S CENTER OF MONTGOMERY COUNTY | |||||||
| 8080 OLD YORK ROAD SUITE 200 | ELKINS PARK | PA | 19027 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| WOMEN'S WAY | |||||||
| 123 SOUTH BROAD STREET SUITE 1320 | PHILADELPHIA | PA | 19109 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $2,500 | |
| WOODLANDS TRUST FOR HISTORIC PRESERVATION | |||||||
| 4000 WOODLAND AVENUE | PHILADELPHIA | PA | 19104 | PC | COVID-19 EMERGENCY RESPONSE - $2,500, ENTITY SUPPORT - STAFF GRANT - $500 | $3,000 | |
| YMCA OF GREATER BRANDYWINE | |||||||
| 1 EAST CHESTNUT STREET | WEST CHESTER | PA | 19380 | PC | RECOVERY AND RESPONSE GRANT | $10,000 | |
| YOUTH EMPOWERMENT FOR ADVANCEMENT HANGOUT | |||||||
| 5928 LOCUST STREET | PHILADELPHIA | PA | 19139 | PC | RECOVERY AND RESPONSE GRANT | $20,000 | |
| YOUTH EMPOWERMENT SERVICES | |||||||
| 2709 N BROAD STREET 4TH FLOOR | PHILADELPHIA | PA | 19132 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| YOUTH UNITED FOR CHANGE | |||||||
| 1910 N FRONT STREET | PHILADELPHIA | PA | 19122 | PC | COVID-19 EMERGENCY RESPONSE | $2,500 | |
| ZOOLOGICAL SOCIETY OF PHILADELPHIA | |||||||
| 3400 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT - $20,000, RECOVERY AND RESPONSE GRANT - $25,000 | $45,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,819,065 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FIRST FUND | |||||||
| 990 SPRING GARDEN STREET SUITE 200 | PHILADELPHIA | PA | 19123 | PC | COMMUNITY FIRST FUND | $50,000 | |
| ECONOMY LEAGUE OF PHILADELPHIA | |||||||
| 1800 JFK BOULEVARD SUITE 460 | PHILADELPHIA | PA | 19103 | PC | PHILADELPHIA ANCHORS FOR GROWTH & EQUITY PROCUREMENT PREP PROGRAM | $100,000 | |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | PC | AMERICA'S CULTURAL TREASURES | $500,000 | |
| NORTHEAST TREATMENT CENTERS INC | |||||||
| 499 N 5TH STREET SUITE A | PHILADELPHIA | PA | 19123 | PC | SAFETOGETHER: KEEPING CHILDREN SAFE AND ENSURING EFFECTIVE TREATMENT DURING PARENTAL MENTAL HEALTH | $20,000 | |
| NOWAK METRO FINANCE LAB | |||||||
| DREXEL UNIVERSITY 3141 CHESTNUT | PHILADELPHIA | PA | 19104 | PC | NOWAK METRO FINANCE LAB AT DREXEL UNIVERSITY | $28,000 | STREET |
| PEOPLE'S LIGHT & THEATRE COMPANY | |||||||
| 39 CONESTOGA ROAD | MALVERN | PA | 19355 | PC | PEOPLE'S LIGHT ON THE MOVE: VOICES ACROSS CHESTER COUNTY | $25,000 | |
| PHILADELPHIA LEARNING COLLABORATIVE | |||||||
| 5530 WHITBY AVENUE | PHILADELPHIA | PA | 19143 | PC | PHILADELPHIA LEARNING COLLABORATIVE | $250,000 | |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 230 S BROAD STREET SUITE 402 | PHILADELPHIA | PA | 19102 | PC | PHILADELPHIA MISSION ALIGNED INVESTING (MAI) COLLABORATIVE | $20,000 | |
| SEACHANGE CAPITAL PARTNERS | |||||||
| 420 LEXINGTON AVENUE SUITE 300 | NEW YORK | NY | 10170 | PC | NON-PROFIT REPOSITIONING FUND III | $300,000 | |
| SOCIAL IMPACT COMMONS | |||||||
| 6370 CHURCH ROAD | PHILADELPHIA | PA | 19151 | SO I | CULTURE EQUITY REALTY TRUST | $100,000 | |
| THE BEARDED LADIES CABARET | |||||||
| C/O ST MARYS CHURCH 3916 LOCUST | PHILADELPHIA | PA | 19104 | PC | TAKE OUT CABARET | $70,250 | WALK |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET 5TH FLOOR | PHILADELPHIA | PA | 19104 | PC | IMPACTED II | $100,000 | |
| WILMA THEATER | |||||||
| 265 SOUTH BROAD STREET | PHILADELPHIA | PA | 19107 | PC | THE WILMA HYBRID MODEL | $125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,688,250 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $507,759 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $894,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,170,700 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CREDIT CARD CREDIT | 01 | $143 |
| GRANT RECOVERY | 01 | $36,815 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,609,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,609,817 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT L MCNEIL JR TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E EVERGREEN AVENUE | AddressLine1Txt |
| City | WYNDMOOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $57,220 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND FUND 375,640.921 SH | $4,103,313 | $4,421,294 |
| COLCHESTER GLOBAL | $600,000 | $3,056,443 |
| VANGUARD SHORT TERM BOND INDX-ADM 350,659.768 SH | $3,872,032 | $3,885,603 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC 136 SH | $154,920 | $238,256 |
| AMAZON.COM INC 102 SH | $198,142 | $332,207 |
| ANTHEM INC 746 SH | $202,034 | $239,533 |
| AURELIUS CAPITAL INTERNATIONAL II LTD | $508,262 | $792,975 |
| BAY RESOURCE PARTNERS OFFSHORE | $0 | $147,745 |
| BAYBERRY OFFSHORE LTD | $2,000,000 | $1,998,678 |
| BROWN CAP MGT INSTL SM CO 95,940.068 SH | $2,017,935 | $2,488,685 |
| CARLYLE GROUP INC 9,257 SH | $260,088 | $291,040 |
| COMPASS GROUP PLC 8,879 SH | $127,758 | $165,429 |
| CORRE OPP OFFSHORE FUND LTD | $2,000,000 | $2,018,932 |
| COSTAR GRP INC 238 SH | $203,714 | $219,979 |
| CVS HEALTH CORP 1,721 SH | $91,535 | $117,544 |
| DFA US SMALL XM VALUE PORT 141,324.363 SH | $2,824,935 | $3,333,842 |
| FACEBOOK INC 880 SH | $144,824 | $240,381 |
| GENERAL ELECTRIC CO 22,344 SH | $152,837 | $241,315 |
| GOBI INVESTMENT FUND LTD | $2,500,000 | $3,347,455 |
| HEICO CORP 1,391 SH | $128,629 | $162,830 |
| HILTON WORLDWIDE 2,053 SH | $190,245 | $228,417 |
| HIMALAYA CAPITAL INVESTORS | $1,650,000 | $1,635,660 |
| JACKSON SQUARE SMID CAP GROWTH FD 138,323.094 SH | $2,686,032 | $5,267,343 |
| JONES LANG LASALLE INC COM | $202,731 | $259,944 |
| KKR & CO INC 6,845 SH | $168,482 | $277,155 |
| LUXOR CAPITAL OFFSHORE LTD | $619,846 | $246,812 |
| MARBLE RIDGE OFFSHORE FUND LTD. | $571,223 | $346,202 |
| MASTERCARD INC 1,107 SH | $291,172 | $395,133 |
| MICROSOFT CORP 1,136 SH | $123,283 | $252,669 |
| QORVO INC 1,671 SH | $120,377 | $277,837 |
| SALESFORCE.COM INC 928 SH | $168,262 | $206,508 |
| SKYWORKS SOLUTIONS INC 1,736 SH | $125,676 | $265,400 |
| SS&C TECHNOLOGIES HOLDINGS INC 2,697 SH | $173,978 | $196,207 |
| SUSTAINABLE CAPITAL AFRICA ALPHA FUND | $1,650,000 | $1,392,426 |
| TRANSDIGM GRP INC 544 SH | $239,559 | $336,654 |
| VAN ECK GLOBAL HARD ASSETS FUND 78,211.202 SH | $3,834,695 | $2,749,124 |
| VANGUARD EM MK STOCK INDEX 48,565,.448 SH | $1,683,764 | $2,024,208 |
| VANGUARD INSTITUTIONAL INDEX FUND 32,004.186 SH | $6,762,857 | $10,608,429 |
| VISA INC 1,187 SH | $156,367 | $259,633 |
| WAYFAIR INC 935 SH | $244,881 | $211,132 |
| WHITBREAD PLC 2,652 SH | $99,801 | $112,378 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTRAVUE FUND I LP | AT COST | $1,500,000 | $1,549,835 |
| BAIN CAPITAL SENIOR LOAN FUND LP | AT COST | $0 | $2,472,683 |
| CVI CREDIT VALUE FUND B III LP | AT COST | $2,660,000 | $1,273,471 |
| DIGITAL ALPHA FUND II-A LP | AT COST | $103,113 | $103,113 |
| HENGISTBURY FUND LIMITED | AT COST | $2,500,000 | $1,995,718 |
| HGGC FUND II-A, LP | AT COST | $2,466,420 | $2,204,092 |
| HIGHCLERE INTERNATIONAL INVESTORS EMERGING MARKETS SMID FUND | AT COST | $1,200,000 | $1,702,569 |
| LUBERT-ADLER REAL ESTATE FUND IV-RO, LP | AT COST | $2,383,461 | $152,174 |
| LUBERT-ADLER REAL ESTATE FUND V-RO, LP | AT COST | $1,432,781 | $285,290 |
| MARATHON-LONDON INTERNATIONAL TRUST I NORTHERN TRUST | AT COST | $4,800,000 | $6,269,381 |
| MISSION VALUE GLOBAL FUND LP | AT COST | $3,500,000 | $3,995,809 |
| MONDRIAN INTERNATIONAL EQUITY FUND, LP | AT COST | $3,000,000 | $5,701,884 |
| MONTAUK TRIGUARD FUND VII LP | AT COST | $550,000 | $412,117 |
| PROMISSORY NOTE FOR REINVESTMENT FUND 1,042,891 SH | AT COST | $1,000,000 | $1,042,891 |
| SIGULER GUFF DISTRESSED OPP FUND III LP | AT COST | $2,158,408 | $360,629 |
| SJF VENTURES V LP | AT COST | $100,000 | $100,000 |
| TIFF PRIVATE EQUITY PARTNERS | AT COST | $740,572 | $272,222 |
| TYBOURNE LONG OPP (OFFSHORE) FUND | AT COST | $3,000,000 | $4,700,412 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,360 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,360 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $350,000 | EOYBookValueAmt |
| EOYFMV | $350,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (25 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM ACTIVITIES - BEYOND THE MONEY | $20,000 | $0 | $20,000 |
| DUES | $5,471 | $0 | $5,471 |
| GIFTS | $587 | $0 | $0 |
| INSURANCE | $8,884 | $0 | $8,884 |
| OFFICE EQUIPMENT | $311 | $0 | $311 |
| OFFICE SUPPLIES | $1,941 | $0 | $1,941 |
| REGISTRATION FEES | $482 | $0 | $482 |
| TELEPHONE | $4,620 | $0 | $4,620 |
| UTILITIES | $1,074 | $0 | $1,074 |
| MOVING EXPENSES | $9,421 | $0 | $9,421 |
| LP 81-2829807 SEC 179 | $0 | $14 | $0 |
| LLC 20-5133649 SEC 179 | $0 | $3 | $0 |
| LP 26-4019360 OTHER EXPENSES | $0 | $15,165 | $0 |
| PARTNERSHIP 04-3237387 OTHER EXPENSES | $0 | $392 | $0 |
| LP 36-7205063 OTHER EXPENSES | $0 | $1,754 | $0 |
| PARTNERSHIP 30-0795332 OTHER EXPENSES | $0 | $23 | $0 |
| LP 83-2790202 OTHER EXPENSES | $0 | $1,050 | $0 |
| LP 81-1782972 OTHER EXPENSES | $0 | $765 | $0 |
| LP 98-1186758 OTHER EXPENSES | $0 | $134 | $0 |
| LP 98-1532247 OTHER EXPENSES | $0 | $14,768 | $0 |
| LP 98-1137301 OTHER EXPENSES | $0 | $29,434 | $0 |
| LP 81-2829807 OTHER EXPENSES | $0 | $17,135 | $0 |
| LP 26-1412407 OTHER EXPENSES | $0 | $6,341 | $0 |
| LP 85-2849753 OTHER EXPENSES | $0 | $2,228 | $0 |
| LLC 20-5133649 OTHER EXPENSES | $0 | $5,513 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (29 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PUBLICATION REIMBURSEMENT | $1,515 | $1,515 | $1,515 |
| PARTNERSHIP DISTRIBUTIONS | $883,442 | $0 | $883,442 |
| SERVICE FEE REFUND | $9,443 | $9,443 | $9,443 |
| LP 83-2790116 ORDINARY LOSS | $0 | -$94,689 | $0 |
| LP 83-2790202 ORDINARY LOSS | $0 | -$39,304 | $0 |
| LP 81-2829807 ORDINARY LOSS | $0 | -$9,061 | $0 |
| LLC 20-5133649 ORDINARY LOSS | $0 | -$2,695 | $0 |
| LP 83-2790116 REAL ESTATE LOSS | $0 | -$1,273 | $0 |
| LP 83-2790202 REAL ESTATE INCOME | $0 | $162 | $0 |
| LP 81-2829807 REAL ESTATE LOSS | $0 | -$704 | $0 |
| LP 26-1412407 REAL ESTATE INCOME | $0 | $575 | $0 |
| LP 81-2829807 OTHER RENTAL INCOME | $0 | $12 | $0 |
| LP 81-2829807 SUBPART F INCOME | $0 | $789 | $0 |
| LLC 20-5133649 SUBPART F INCOME | $0 | $6 | $0 |
| LP 26-4019360 OTHER INCOME | $0 | $15,702 | $0 |
| PARTNERSHIP 04-3237387 OTHER INCOME | $0 | $4,972 | $0 |
| LP 36-7205063 OTHER INCOME | $0 | $42,791 | $0 |
| PARTNERSHIP 30-0795332 OTHER INCOME | $0 | $4,763 | $0 |
| LP 81-1782972 OTHER INCOME | $0 | $37 | $0 |
| LP 81-2829807 OTHER INCOME | $0 | $47 | $0 |
| LP 26-1412407 OTHER LOSS | $0 | -$119 | $0 |
| LLC 20-5133649 OTHER INCOME | $0 | $623 | $0 |
| ADD LP 83-2790116 UBI ORDINARY LOSS | $0 | $99,546 | $0 |
| ADD LP 83-2790202 UBI ORDINARY LOSS | $0 | $52,545 | $0 |
| ADD LP 81-2829807 UBI ORDINARY LOSS | $0 | $4,837 | $0 |
| LESS LP 26-1412407 UBI ORDINARY INCOME | $0 | -$45 | $0 |
| ADD LLC 20-5133649 UBI ORDINARY LOSS | $0 | $3,068 | $0 |
| CREDIT CARD CREDIT | $143 | $143 | |
| GRANT RECOVERY | $36,815 | $36,815 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $75 | $75 | $0 |
| CUSTODIAL FEES | $52,403 | $52,403 | $0 |
| INVESTMENT FEES | $104,473 | $104,473 | $0 |
| IT SERVICES | $12,618 | $0 | $12,618 |
| MANAGEMENT FEES | $42,390 | $42,390 | $0 |
| PAYROLL SERVICE FEES | $3,930 | $0 | $3,930 |
| RESEARCH AND CONSULTING | $38,105 | $0 | $38,105 |
| COMMUNICATIONS | $32,467 | $0 | $32,467 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $42,020 | $5,103 | $36,917 |
| FEDERAL EXCISE TAXES | $32,800 | $0 | $0 |
| LP 26-4019360 FOREIGN TAXES | $0 | $75 | $0 |
| PARTNERSHIP 04-3237387 FOREIGN TAXES | $0 | $31,147 | $0 |
| LP 36-7205063 FOREIGN TAXES | $0 | $17,005 | $0 |
| PARTNERSHIP 30-0795332 FOREIGN TAXES | $0 | $4,160 | $0 |
| LP 81-2829807 FOREIGN TAXES | $0 | $278 | $0 |
| LP 26-1412407 FOREIGN TAXES | $0 | $15 | $0 |