OMB No. 1545-0047 Form 990-PF Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public. Department of the Treasury Internal Revenue Service Go to www.irs.gov/Form990PF for instructions and the latest information. Open to Public Inspection For calendar year 2020 or tax year beginning , 2020, and ending , 20 Name of foundation A Employer identification number MCLEAN CONTRIBUTIONSHIP 23-6396940 Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number (see instructions)
230 SUGARTOWN ROAD (610) 989-8090 City or town, state or province, country, and ZIP or foreign postal code C If exemption application is pending, check here WAYNE, PA 19087 G Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here Final return Amended return 2. Foreign organizations meeting the Address change Name change 85% test, check here and attach computation H Check type of organization:X Section 501(c)(3) exempt private foundation E If private foundation status was terminated Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation under section 507(b)(1)(A), check here X I Fair market value of all assets at J Accounting method: Cash Accrual F If the foundation is in a 60-month termination end of year (from Part II, col. (c), line Other (specify) under section 507(b)(1)(B), check here 16) $ 68,764,997. (Part I, column (d), must be on cash basis.) (d) Disbursements Part I Analysis of Revenue and Expenses (The (a) Revenue and total of amounts in columns (b), (c), and (d) (b) Net investment (c) Adjusted net for charitable expenses per income income purposes may not necessarily equal the amounts in books column (a) (see instructions).) (cash basis only) 1 Contributions, gifts, grants, etc., received (attach schedule) 2 Check X if the foundation is not required to attach Sch. B 3 Interest on savings and temporary cash investments 354,398. 354,398. 4 Dividends and interest from securities 626,072. 626,072. 5a Gross rents b Net rental income or (loss) 6a Net gain or (loss) from sale of assets not on line 10 4,338,351. b Gross sales price for all assets on line 6a 17,738,468. 7 Capital gain net income (from Part IV, line 2) 4,338,351. Revenue 8 Net short-term capital gain 9 Income modifications 10a Gross sales less returns and allowances b Less: Cost of goods sold c Gross profit or (loss) (attach schedule) 11 Other income (attach schedule) ATCH 1 2,435. 1,435. 12 Total. Add lines 1 through 11 5,321,256. 5,320,256. 13 Compensation of officers, directors, trustees, etc. 156,593. 156,593. 14 Other employee salaries and wages 15 Pension plans, employee benefits 16a Legal fees (attach schedule) b Accounting fees (attach schedule)ATCH 2 1,805. c Other professional fees (attach schedule) [3] 286,952. 286,702. 17 Interest 18 Taxes (attach schedule) (see instructions)[4] 62,010. 26,591. 19 Depreciation (attach schedule) and depletion 20 Occupancy 30,882. 21 Travel, conferences, and meetings 22 Printing and publications 23 Other expenses (attach schedule)ATCH 5 31,810. 26,900. 24 Total operating and administrative expenses. Add lines 13 through 23 570,052. 313,293. 183,493. 2,864,280. 2,864,280. Operating and25 Administrative Expenses Contributions, gifts, grants paid 26 Total expenses and disbursements. Add lines 24 and 25 3,434,332. 313,293. 0. 3,047,773. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements 1,886,924. b Net investment income (if negative, enter -0-) 5,006,963. c Adjusted net income (if negative, enter -0-) JSA For Paperwork Reduction Act Notice, see instructions. Form 990-PF (2020) 0E1410 1.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 3 Form 990-PF (2020) MCLEAN CONTRIBUTIONSHIP 23-6396940 Page 2 Part II Balance Sheets Attached schedules and amounts in the Beginning of year End of year description column should be for end-of-year amounts only. (See instructions.) (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non-interest-bearing 102,691. 36,897. 36,897. 2 Savings and temporary cash investments 3 Accounts receivable Less: allowance for doubtful accounts 4 Pledges receivable Less: allowance for doubtful accounts 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) Less: allowance for doubtful accounts 8 Inventories for sale or use 9 Prepaid expenses and deferred charges Assets 10a Investments - U.S. and state government obligations (attach schedule)[6] 11,616,331. 10,998,712. 11,581,657. b Investments - corporate stock (attach schedule) ATCH 7 23,130,732. 22,307,477. 50,785,889. c Investments - corporate bonds (attach schedule) ATCH 8 2,587,661. 6,059,092. 6,360,554. 11 Investments - land, buildings, and equipment: basis Less: accumulated depreciation (attach schedule) 12 Investments - mortgage loans 13 Investments - other (attach schedule) 14 Land, buildings, and equipment: basis Less: accumulated depreciation (attach schedule) 15 Other assets (describe ) 16 Total assets (to be completed by all filers - see the instructions. Also, see page 1, item I) 37,437,415. 39,402,178. 68,764,997. 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) Liabilities 22 Other liabilities (describe ) 23 Total liabilities (add lines 17 through 22) 0. 0. Foundations that follow FASB ASC 958, check here 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 X and complete lines 26 through 30. 26 Capital stock, trust principal, or current funds 6,397,405. 6,402,547. 27 Paid-in or capital surplus, or land, bldg., and equipment fund 28 Retained earnings, accumulated income, endowment, or other funds 31,040,010. 32,999,631. 29 Total net assets or fund balances (see instructions) 37,437,415. 39,402,178. 30 Total liabilities and net assets/fund balances (see Net Assets or Fund Balances instructions) 37,437,415. 39,402,178. 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 37,437,415. 2 Enter amount from Part I, line 27a 2 1,886,924. 3 Other increases not included in line 2 (itemize) ATCH 9 3 102,726. 4 Add lines 1, 2, and 3 4 39,427,065. 5 Decreases not included in line 2 (itemize) ATCH 10 5 24,887. 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 29 6 39,402,178. Form 990-PF (2020)
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0E1420 1.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 4 MCLEAN CONTRIBUTIONSHIP 23-6396940 Form 990-PF (2020) Page 3 Part IV Capital Gains and Losses for Tax on Investment Income (b) How (a) List and describe the kind(s) of property sold (for example, real estate, acquired (c) Date acquired (d) Date sold 2-story brick warehouse; or common stock, 200 shs. MLC Co.) P-Purchase (mo., day, yr.) (mo., day, yr.) D-Donation 1 a SEE PART IV SCHEDULE b c d e (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (or allowable)plus expense of sale ((e) plus (f) minus (g)) a b c d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69. (l) Gains (Col. (h) gain minus (j) Adjusted basis (k) Excess of col. (i) col. (k), but not less than -0-) or (i) FMV as of 12/31/69 as of 12/31/69 over col. (j), if any Losses (from col. (h)) a b c d e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) If (loss), enter -0- in Part I, line 7 2 4,338,351. 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 3 0. Part V Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE. 1 Reserved
(a) (b) (c) (d) Reserved Reserved Reserved Reserved Reserved Reserved Reserved Reserved Reserved
2 Reserved 2 3 Reserved 3 4 Reserved 4 5 Reserved 5 6 Reserved 6 7 Reserved 7 8 Reserved 8 Form 990-PF (2020)
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07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 5 Form 990-PF (2020) MCLEAN CONTRIBUTIONSHIP 23-6396940 Page 4 Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), or 4948 - see instructions) 1a Exempt operating foundations described in section 4940(d)(2), check here and enter "N/A" on line 1. Date of ruling or determination letter: (attach copy of letter if necessary - see instructions) b Reserved 1 69,597. c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations, enter 4% of Part I, line 12, col. (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only; others, enter -0-) 2 3 Add lines 1 and 2 3 69,597. 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 69,597. 6 Credits/Payments: a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 98,996. b Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension of time to file (Form 8868) 6c d Backup withholding erroneously withheld 6d 7 Total credits and payments. Add lines 6a through 6d 7 98,996. 8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached 8 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed 9 10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid 10 29,399. 11 Enter the amount of line 10 to be: Credited to 2021 estimated tax 29,399. Refunded 11 Part VII-A Statements Regarding Activities 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it Yes No participate or intervene in any political campaign? 1a X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions for the definition 1b X 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 X d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: (1) On the foundation. $ (2) On foundation managers. $ e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers. $ 2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 X 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 X 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? 4a X b If "Yes," has it filed a tax return on Form 990-T for this year? 4b 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X 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: By language in the governing instrument, or 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 X 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 XV 7 X 8a Enter the states to which the foundation reports or with which it is registered. See instructions. PA, b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No," attach explanation 8b X 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 2020 or the tax year beginning in 2020? See the instructions for Part XIV. If "Yes," complete Part XIV 9 X 10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses 10 X Form 990-PF (2020)
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07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 6 Form 990-PF (2020) MCLEAN CONTRIBUTIONSHIP 23-6396940 Page 5 Part VII-A Statements Regarding Activities (continued) Yes 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 X 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 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 X Website address WWW.FDNWEB.ORG/MCLEAN 14 The books are in care of SANDRA MCLEANTelephone no. 610-989-8090 Located at 230 SUGARTOWN ROAD, SUITE 30 WAYNE, PAZIP+4 19087 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieuofForm 1041 - check here and enter the amount of tax-exempt interest received or accrued during the year 15 16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority Yes No over a bank, securities, or other financial account in a foreign country? 16 X See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes," enter the name of the foreign country Part VII-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? YesX No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? YesX No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesX No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesX No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? YesX 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.) YesX 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 Organizations relying on a current notice regarding disaster assistance, check here c 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 2020? 1c X 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 2020, did the foundation have any undistributed income (Part XIII, lines 6d and 6e) for tax year(s) beginning before 2020? YesX No If "Yes," list the years ,,, 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. ,,, 3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? YesX No b If "Yes," did it have excess business holdings in 2020 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 Form 4720, Schedule C, to determine if the foundation had excess business holdings in 2020.) 3b 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a X 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 2020? 4b X Form 990-PF (2020)
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0E1450 1.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 7 Form 990-PF (2020) MCLEAN CONTRIBUTIONSHIP 23-6396940 Page 6 Part VII-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))? YesX No (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? YesX No (3) Provide a grant to an individual for travel, study, or other similar purposes? YesX No (4) Provide a grant to an organization other than a charitable, etc., organization described in section 4945(d)(4)(A)? See instructions YesX 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? YesX 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 Organizations relying on a current notice regarding disaster assistance, check here X c 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? Yes No 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? YesX No b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b X 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? Yes X 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(s) during the year? Yes No Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 1 List all officers, directors, trustees, and foundation managers and their compensation. See instructions. (b) Title, and average (c) Compensation (d) Contributions to (e) Expense account, (a) Name and address hours per week (If not paid, employee benefit plans devoted to position enter -0-) and deferred compensation other allowances
ATCH 11 156,593. 0. 0.
2 Compensation of five highest-paid employees (other than those included on line 1 - see instructions). If none, enter "NONE." (b) Title, and average (d) Contributions to (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation employee benefit (e) Expense account, plans and deferred other allowances devoted to position compensation
NONE
Total number of other employees paid over $50,000 Form 990-PF (2020)
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0E1460 1.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 8 MCLEAN CONTRIBUTIONSHIP 23-6396940 Form 990-PF (2020) Page 7 Part VIII 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
ATCH 12 164,499.
Total number of others receiving over $50,000 for professional services Part IX-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 Expenses organizations and other beneficiaries served, conferences convened, research papers produced, etc. 1 N/A
2
3
4
Part IX-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 NONE
2
All other program-related investments. See instructions. 3 NONE
Total. Add lines 1 through 3 Form 990-PF (2020)
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07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 9 MCLEAN CONTRIBUTIONSHIP 23-6396940 Form 990-PF (2020) Page 8 Part X 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 62,206,825. b Average of monthly cash balances 1b 234,676. c Fair market value of all other assets (see instructions) 1c d Total (add lines 1a, b, and c) 1d 62,441,501. e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) 1e 2 Acquisition indebtedness applicable to line 1 assets 2 3 Subtract line 2 from line 1d 3 62,441,501. 4 Cash deemed held for charitable activities. Enter 1 1/2 % of line 3 (for greater amount, see instructions) 4 936,623. 5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 5 61,504,878. 6 Minimum investment return. Enter 5% of line 5 6 3,075,244. Part XI Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations, check here and do not complete this part.) 1 Minimum investment return from Part X, line 6 1 3,075,244. 2a Tax on investment income for 2020 from Part VI, line 5 2a 69,597. b Income tax for 2020. (This does not include the tax from Part VI.) 2b c Add lines 2a and 2b 2c 69,597. 3 Distributable amount before adjustments. Subtract line 2c from line 1 3 3,005,647. 4 Recoveries of amounts treated as qualifying distributions 4 5 Add lines 3 and 4 5 3,005,647. 6 Deduction from distributable amount (see instructions) 6 7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 7 3,005,647. Part XII Qualifying Distributions (see instructions)
1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 1a 3,047,773. b Program-related investments - total from Part IX-B 1b 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes 2 3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required) 3a b Cash distribution test (attach the required schedule) 3b 4 Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8; and Part XIII, line 4 4 3,047,773. 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income. Enter1%ofPartI,line27b.Seeinstructions 5 0. 6 Adjusted qualifying distributions. Subtract line 5 from line 4 6 3,047,773. Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. Form 990-PF (2020)
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Form 990-PF (2020) Page 9 Part XIII Undistributed Income (see instructions) (a) (b) (c) (d) 1 Distributable amount for 2020 from Part XI, Corpus Years prior to 2019 2019 2020 line 7 3,005,647. 2 Undistributed income, if any, as of the end of 2020: a Enteramountfor2019only b Total for prior years: 2018 ,20 17,20 16 3 Excess distributions carryover, if any, to 2020: a From 2015 216,808. b From 2016 163,668. c From 2017 193,968. d From 2018 174,518. e From 2019 150,923. fTotal of lines 3a through e 899,885. 4 Qualifying distributions for 2020 from Part XII, line 4: $ 3,047,773. a Applied to 2019, but not more than line 2a b Applied to undistributed income of prior years (Election required - see instructions) c Treated as distributions out of corpus (Election required - see instructions) d Applied to 2020 distributable amount 3,005,647. e Remaining amount distributed out of corpus 42,126. 5 Excess distributions carryover applied to 2020 (If an amount appears in column (d), the same amount must be shown in column (a).) 6 Enter the net total of each column as indicated below: a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 942,011. b Prior years' undistributed income. Subtract line 4b from line 2b c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed d Subtract line 6c from line 6b. Taxable amount - see instructions e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount - see instructions f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) 8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) 216,808. 9 Excess distributions carryover to 2021. 725,203. Subtract lines 7 and 8 from line 6a 10 Analysis of line 9: a Excess from 2016 163,668. b Excess from 2017 193,968. c Excess from 2018 174,518. d Excess from 2019 150,923. e Excess from 2020 42,126. Form 990-PF (2020)
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0E1480 1.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 11 Form 990-PF (2020) MCLEAN CONTRIBUTIONSHIP 23-6396940 Page 10 Part XIV Private Operating Foundations (see instructions and Part VII-A, question 9) NOT APPLICABLE 1a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2020, enter the date of the ruling b Check box to indicate whether the foundation is a private operating foundation described in section 4942(j)(3) or 4942(j)(5) 2a Enter the lesser of the ad- Tax year Prior 3 years (e) Total justed net income from Part (a) 2020 (b) 2019 (c) 2018 (d) 2017 I or the minimum investment return from Part X for each year listed b 85% of line 2a c Qualifying distributions from Part XII, 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 invest- ment return shown in Part X, 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 sup- port from an exempt organization (4) Gross investment income Part XV Supplementary Information (Complete this part only if the foundation had $5,000ormoreinassetsat any time during the year - see instructions.) 1 Information Regarding Foundation Managers: a List 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).) NO MANAGERS CONTRIBUTED MORE THAN TWO PERCENT b List 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.
NO MANAGERS OWN ANY STOCK AND THE FOUNDATION HAS NO STOCK OWNERSHIP 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: Check here 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. a The name, address, and telephone number or email address of the person to whom applications should be addressed: ATCH 13 b The form in which applications should be submitted and information and materials they should include:
c Any submission deadlines:
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:
JSA 0E1490 1.000 Form 990-PF (2020) 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 12 MCLEAN CONTRIBUTIONSHIP 23-6396940 Form 990-PF (2020) Page 11 Part XV Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment Recipient If recipient is an individual, Foundation show any relationship to Purpose of grant or Amount any foundation manager status of contribution Name and address (home or business) or substantial contributor recipient a Paid during the year
ATCH 14
Total 3a 2,864,280. b Approved for future payment
ATCH 15
Total 3b 75,000. Form 990-PF (2020)
JSA 0E1491 1.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 13 MCLEAN CONTRIBUTIONSHIP 23-6396940 Form 990-PF (2020) Page 12 Part XVI-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 (a) (b) (c) (d) function income Business code Amount Amount 1 Program service revenue: Exclusion code (See instructions.) a b c d e f g Fees and contracts from government agencies 2 Membership dues and assessments 14 354,398. 3 Interest on savings and temporary cash investments 14 626,072. 4 Dividends and interest from securities 5 Net rental income or (loss) from real estate: a Debt-financed property b Not debt-financed property 6 Net rental income or (loss) from personal property 7 Other investment income 8 Gain or (loss) from sales of assets other than inventory 18 4,338,351. 9 Net income or (loss) from special events 10 Gross profit or (loss) from sales of inventory 11 Other revenue: a b ATCH 16 2,435. c d e 12 Subtotal. Add columns (b), (d), and (e) 5,321,256. 13 Total. Add line 12, columns (b), (d), and (e) 13 5,321,256. (See worksheet in line 13 instructions to verify calculations.) Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes Line No. Explain below how each activity for which income is reported in column (e) of Part XVI-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 (2020) JSA 0E1492 1.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 14 Form 990-PF (2020) MCLEAN CONTRIBUTIONSHIP 23-6396940 Page 13 Part XVII 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 Yes No in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of: (1) Cash 1a(1) X (2) Other assets 1a(2) X b Other transactions: (1) Sales of assets to a noncharitable exempt organization 1b(1) X (2) Purchases of assets from a noncharitable exempt organization1b(2) X (3) Rental of facilities, equipment, or other assets 1b(3) X (4) Reimbursement arrangements 1b(4) X (5) Loans or loan guarantees 1b(5) X (6) Performance of services or membership or fundraising solicitations 1b(6) X c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c X 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 N/A N/A
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? YesX No b If "Yes," complete the following schedule. (a) Name of organization (b) Type of organization (c) Description of relationship NOT APPLICABLE
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.
Sign May the IRS discuss this return SANDRA MCLEAN 05/14/2021 EXECUTIVE DIRECTOR with the preparer shown below? Here Signature of officer or trustee Date Title See instructions. X Yes No
Print/Type preparer's name Preparer's signature DateCheck X if PTIN Paid RICHARD J BOVE 06/02/2021self-employed P00168743 Preparer Firm's name BOVE ASSOCIATESFirm's EIN 23-2796318 Use Only Firm's address 6000 N 62ND PLACE PARADISE VALLEY, AZ 85253Phone no. 520-577-3000 Form 990-PF (2020)
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0E1493 1.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 15 2020 FORM 990-PF MCLEAN CONTRIBUTIONSHIP 23-6396940 FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME P Kind of Property Description or Date Date sold D acquired Gross sale DepreciationCost or FMV Adj. basis Excess of Gain price less allowed/other as of as of FMV over or expenses of saleallowable basis 12/31/69 12/31/69 adj basis (loss)
VARIOUS BMT ST P 06/30/2020 08/20/2020 PROPERTY TYPE: SECURITIES 1,090,525. 994,066. 97,031.
VARIOUS BMT LT 11/25/2014 12/15/2020 12508774. 10318758. 2,190,016.
VARIOUS BMT ST NON COVERED 06/26/2020 10/15/2020 779,735. 779,607. 128.
VARIOUS BMT LT NON COVERED 11/16/2010 03/17/2020 3,305,369. 1,308,258. 1,997,111.
TOTAL GAIN(LOSS) ...... 4,338,351.
JSA 0E1730 1.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 16 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
ATTACHMENT 1
FORM 990PF, PART I - OTHER INCOME
REVENUE AND NET EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME CLASS ACTION SETTLEMNT MERCK LITIGATION 1,228. 1,228. MISC OTHER ADJUSTMENTS AND CONTRIBUTION 1,207. 207.
TOTALS 2,435. 1,435.
ATTACHMENT 1 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 17 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
ATTACHMENT 2
FORM 990PF, PART I - ACCOUNTING FEES
REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION PER BOOKS INCOME INCOME PURPOSES
B & A 1,805. TOTALS 1,805.
ATTACHMENT 2 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 18 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
ATTACHMENT 3
FORM 990PF, PART I - OTHER PROFESSIONAL FEES
REVENUE AND NET EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME
INVESTMENT MANAGER 164,499. 164,499. BMT INVESTMENT FEES 24,620. 24,620. BMT INTEREST INVESTMENT EXPENS 12,049. 12,049. BMT ADR FEES 390. 390. BMT OTHER FEES 250. BMT INVESTMENT MGT FEE 85,144. 85,144.
TOTALS 286,952. 286,702.
ATTACHMENT 3 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 19 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
ATTACHMENT 4
FORM 990PF, PART I - TAXES
REVENUE AND NET EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME
EXCISE TAXES 62,000. FOREIGN TAXES 26,591. RADNOR TWP 10.
TOTALS 62,010. 26,591.
ATTACHMENT 4 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 20 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
ATTACHMENT 5
FORM 990PF, PART I - OTHER EXPENSES
REVENUE AND EXPENSES CHARITABLE DESCRIPTION PER BOOKS PURPOSES BANK FEES 90. DUES 8,500. 8,500. SOFTWARE MAINTENANCE 17,605. 17,605. MISCELLANEOUS 672. PUBLICATIONS GUIDE STAR 795. 795. COPIER FEES 3,333. CHARTER FDN 336. POSTAGE 479.
TOTALS 31,810. 26,900.
ATTACHMENT 5 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 21 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
FORM 990PF, PART II - U.S. AND STATE OBLIGATIONS ATTACHMENT 6
ENDING ENDING DESCRIPTION BOOK VALUE FMV
U S TREASURY 7,867,613. 8,448,443. CASH EQUIVALENTS 3,131,099. 3,133,214. US OBLIGATIONS TOTAL 10,998,712. 11,581,657.
ATTACHMENT 6 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 22 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
ATTACHMENT 7 FORM 990PF, PART II - CORPORATE STOCK
ENDING ENDING DESCRIPTION BOOK VALUE FMV
VARIOUS SECURITIES 22,307,475. 50,785,887. ROUNDING 2. 2.
TOTALS 22,307,477. 50,785,889.
ATTACHMENT 7 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 23 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
ATTACHMENT 8 FORM 990PF, PART II - CORPORATE BONDS
ENDING ENDING DESCRIPTION BOOK VALUE FMV
VARIOUS FNMA 2,962,989. 3,036,815. VARIOUS CORPORATE 2,472,972. 2,661,657. VARIOUS PREFERRED 623,131. 662,082.
TOTALS 6,059,092. 6,360,554.
ATTACHMENT 8 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 24 2020 FORM 990-PF MCLEAN CONTRIBUTIONSHIP 23-6396940
ATTACHMENT 9
FORM 990PF, PART III - OTHER INCREASES IN NET WORTH OR FUND BALANCES
DESCRIPTION AMOUNT
TAX EXPENSES HIGHER THAN BOOK 97,584. INCREASE IN CONTRIBUTED CAPITAL 5,142. FOREIGN TAXES TOTAL 102,726.
07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 25 2020 FORM 990-PF MCLEAN CONTRIBUTIONSHIP 23-6396940
ATTACHMENT 10
FORM 990PF, PART III - OTHER DECREASES IN NET WORTH OR FUND BALANCES
DESCRIPTION AMOUNT
OTHER ADJUSTMENTS & ROUNDING TAXABLE INCOME DIFFERENT FROM BOOK 24,887. TOTAL 24,887.
07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 26 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 11
CONTRIBUTIONS EXPENSE ACCT TITLE AND AVERAGE HOURS PER TO EMPLOYEE AND OTHER NAME AND ADDRESS WEEK DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES
JOHN BALES TRUSTEE CHAIRMAN 230 SUGARTOWN ROAD SUITE 30 WAYNE, PA 19087
CHARLES CATHERWOOOD TREASURER 230 SUGARTOWN ROAD SUITE 30 WAYNE, PA 19087
DIANA MCLEAN LIEFER TRUSTEE 230 SUGARTOWN ROAD SUITE 30 WAYNE, PA 19087
SANDRA MCLEAN TRUSTEE/EXEC DIR/SECR/V CHAIR 156,593. 230 SUGARTOWN ROAD SUITE 30 40.00 WAYNE, PA 19087
WENDY W MCLEAN TRUSTEE 230 SUGARTOWN ROAD SUITE 30 WAYNE, PA 19087
OTIS BULLOCK JR. TRUSTEE 230 SUGARTOWN ROAD SUITE 30 WAYNE, PA 19087
ATTACHMENT 11 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 27 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 11 (CONT'D)
CONTRIBUTIONS EXPENSE ACCT TITLE AND AVERAGE HOURS PER TO EMPLOYEE AND OTHER NAME AND ADDRESS WEEK DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES
STEPHEN HOLT ADVISORY TRUSTEE 230 SUGARTOWN ROAD SUITE 30 WAYNE, PA 19087
MARTHA MORRIS ADVISORY TRUSTEE 230 SUGARTOWN ROAD SUITE 30 WAYNE, PA 19087
MARREA D. WALKER SMITH ADVISORY TRUSTEE 230 SUGARTOWN ROAD SUITE 30 WAYNE, PA 19087
GRAND TOTALS 156,593. 0. 0.
ATTACHMENT 11 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 28 2020 FORM 990-PF MCLEAN CONTRIBUTIONSHIP 23-6396940
990PF, PART VIII- COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS ATTACHMENT 12
NAME AND ADDRESS TYPE OF SERVICE COMPENSATION
JOHN W. BRISTOL & COMPANY, INC. INVESTMENT MGMT 164,499. 48 WALL ST NEW YORK, NH 10005 INVESTMENT MANAGER
TOTAL COMPENSATION 164,499.
07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 29 2020 FORM 990-PF MCLEAN CONTRIBUTIONSHIP 23-6396940
ATTACHMENT 13
FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
MCLEAN CONTRIBUTIONSHIP 230 SUGARTOWN ROAD, SUITE 30 WAYNE, PA 19087 610-989-8090
FORM IN WHICH APPLICATION SHOULD BE SUBMITTED AND INFORMATION THEY SHOULD INCLUDE: WE PREFER THAT APPLICATIONS BE SUBMITTED ONLINE: HTTPS://FDNWEB.ORG/MCLEAN/GRANT-APPLICATION-PROCEDURE/
IF YOU CHOOSE NOT TO SUBMIT ONLINE: THE CONTRIBUTIONSHIP ACCEPTS THE COMMON GRANT APPLICATION OF PHILANTHROPY NETWORK GREATER PHILADELPHIA.
APPLICATION ALSO CAN BE MADE BY A LETTER, WHICH DESCRIBES AND JUSTIFIES THE PROJECT. A BUDGET AND TIMETABLE IS REQUIRED AS WELL AS A STRATEGY FOR SECURING FUNDING. FINANCIAL COMMITMENT BY A CHARITY'S TRUSTEES TO A PROJECT IS AN IMPORTANT INDICATOR FOR THE CONTRIBUTIONSHIP.
A FINANCIAL STATEMENT FOR THE LATEST YEAR SHOULD ACCOMPANY EACH APPLICATION IN ADDITION TO INTERIM OPERATING STATEMENTS OR BUDGETS
07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 30 2020 FORM 990-PF MCLEAN CONTRIBUTIONSHIP 23-6396940
ATTACHMENT 13 (CONT'D)
FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
FORM IN WHICH APPLICATION SHOULD BE SUBMITTED AND INFORMATION THEY SHOULD INCLUDE: FOR FUTURE PERIODS IF APPROPRIATE. EVIDENCE OF TAX-EXEMPT STATUS IS REQUIRED PLUS A LIST OF OFFICERS AND DIRECTORS. INFORMATION ABOUT FUNDS RAISED AND WHETHER THE BOARD HAS COMMITTED ANY FUNDS TOWARDS THE PROJECT SHOULD ALSO BE INCLUDED.
DEADLINE DATES FOR CURRENT YEAR ARE LISTED ON THE WEBSITE.
SUBMISSION DEADLINES: THE TRUSTEES MEET SEVERAL TIMES A YEAR, AND THE CONTRIBUTIONSHIP ACCEPTS AND PROCESSES APPLICATIONS FOR GRANTS THROUGHOUT THE YEAR.
WE PREFER THAT APPLICATIONS BE SUBMITTED ONLINE. DEADLINE DATES FOR CURRENT YEAR ARE LISTED ON THE WEBSITE.
RESTRICTIONS OR LIMITATIONS ON AWARDS: THE CONTRIBUTIONSHIP DOES NOT FUND THE COSTS OR EXPENSES OF EXISTING STAFF ALLOCATED TO A PROJECT IT IS ASKED TO SUPPORT.
THE TRUSTEES BELIEVE THE RESOURCES OF THE CONTRIBUTIONSHIP CAN BE USED MOST EFFECTIVELY BY MAKING A RELATIVELY LIMITED NUMBER OF GRANT FOR PROJECTS OF LONG-TERM BENEFIT-RATHER THAN BY UNDERWRITING CONTINUING OPERATING EXPENSES. THE TRUSTEES FOCUS ON CAPITAL PROJECTS: BRICKS AND MORTAR, ENDOWMENT FOR PURPOSES OUTLINED BELOW. CAPITAL IS CONSIDERED TO BE A PHYSICAL ITEM WITH AT LEAST A THREE TO FIVE YEAR LIFE SPAN. THE TRUSTEES MAY MAKE GRANTS IN WAYS TO ENCOURAGE THE SUCCESSFUL FUNDING OF PROJECTS.
PURPOSES THE CONTRIBUTIONSHIP FAVORS PROJECTS IN THE GREATER PHILADELPHIA ARE WHEN THEY ENHANCE THE LIVES OF THOSE LIVING THERE. THE TRUSTEES CONSIDER THE GREATER PHILADELPHIA AREA TO BE CHESTER, DELAWARE, MONTGOMERY, PHILADELPHIA AND LOWER BUCKS COUNTIES
07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 31 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 14
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
DETAIL AVAILABLE AT FOUNDATION OFFICE ATTACHED NONE GENERAL AND RESTRICTED GIFTS TO VARIOUS 2,864,280. OFFICE OF THE FOUNDATION PC PHILADELPHIA AREA IRC 501 C 3 CHARITABLE 230 SUGARTOWN ROAD SUITE 30 ORGANIZATIONS. PDF ATTACHMENT CONTAINS LIST AND WAYNE, PA 19087 AMOUNTS OF ALL GIFTS AND GRANTS.
TOTAL CONTRIBUTIONS PAID 2,864,280.
ATTACHMENT 14 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 32 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT
ATTACHMENT 15
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
VARIOUS AVAILABLE AT THE OFFICE OF THE FOUNDATION NONE VARIOUS PURPOSES RESTRICTED AND NON RESTRICTED IN 75,000. OFFICE OF FOUNDATION PC THE AMOUNT OF $75,000. IN ADDITION, HAS BEEN 230 SUGARTOWN ROAD SUITE 30 ACCRUED FOR FUTURE CONTRIBUTIONS. WAYNE, PA 19087
TOTAL CONTRIBUTIONS APPROVED 75,000.
ATTACHMENT 15 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 33 MCLEAN CONTRIBUTIONSHIP 2020 FORM 990-PF 23-6396940
FORM 990-PF, PART XVI-A - ANALYSIS OF OTHER REVENUE ATTACHMENT 16
BUSINESS EXCLUSION RELATED OR EXEMPT DESCRIPTION CODE AMOUNT CODE AMOUNT FUNCTION INCOME
SECURITIES LITIGATION PROCEEDS 18 2,435.
TOTALS 2,435.
ATTACHMENT 16 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 34 SCHEDULE D Capital Gains and Losses OMB No. 1545-0092 (Form 1041) Attach to Form 1041, Form 5227, or Form 990-T. Department of the Treasury Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9 and 10. Internal Revenue Service Go to www.irs.gov/F1041 for instructions and the latest information. Name of estate or trust Employer identification number MCLEAN CONTRIBUTIONSHIP 23-6396940 Did you dispose of any investment(s) in a qualified opportunity fund during the tax year? YesX No If "Yes," attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss. Note: Form 5227 filers need to complete only Parts I and II. Part I Short-Term Capital Gains and Losses - Generally Assets Held One Year or Less (see instructions) See instructions for how to figure the amounts to enter on (g) (h) Gain or (loss) the lines below. (d) (e) Adjustments Subtract column (e) Proceeds Cost to gain or loss from from column (d) and This form may be easier to complete if you round off cents (sales price) (or other basis) Form(s) 8949, Part I, combine the result with to whole dollars. line 2, column (g) column (g) 1a Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b 1b Totals for all transactions reported on Form(s) 8949 with Box A checked 1,870,260. 1,773,673. 572. 97,159. 2 Totals for all transactions reported on Form(s) 8949 with Box B checked 3 Totals for all transactions reported on Form(s) 8949 with Box C checked
4 Short-term capital gain or (loss) from Forms 4684, 6252, 6781, and 8824 4
5 Net short-term gain or (loss) from partnerships, S corporations, and other estates or trusts 5 6 Short-term capital loss carryover. Enter the amount, if any, from line 9 of the 2019 Capital Loss Carryover Worksheet 6 () 7 Net short-term capital gain or (loss). Combine lines 1a through 6 in column (h). Enter here and on line 17, column (3) on the back 7 97,159. Part II Long-Term Capital Gains and Losses - Generally Assets Held More Than One Year (see instructions) See instructions for how to figure the amounts to enter on (g) (h) Gain or (loss) the lines below. (d) (e) Adjustments Subtract column (e) Proceeds Cost to gain or loss from from column (d) and This form may be easier to complete if you round off cents (sales price) (or other basis) Form(s) 8949, Part II, combine the result with to whole dollars. line 2, column (g) column (g) 8a Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b 8b Totals for all transactions reported on Form(s) 8949 with Box D checked 15,814,143. 11,627,016. 4,187,127. 9 Totals for all transactions reported on Form(s) 8949 with Box E checked 10 Totals for all transactions reported on Form(s) 8949 with Box F checked 11 Long-term capital gain or (loss) from Forms 2439, 4684, 6252, 6781, and 8824 11 12 Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts 12 13 Capital gain distributions 13 14 Gain from Form 4797, Part I 14 15 Long-term capital loss carryover. Enter the amount, if any, from line 14 of the 2019 Capital Loss Carryover Worksheet 15 () 16 Net long-term capital gain or (loss). Combine lines 8a through 15 in column (h). Enter here and on line 18a, column (3) on the back 16 4,187,127. For Paperwork Reduction Act Notice, see the Instructions for Form 1041. Schedule D (Form 1041) 2020
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0F1210 2.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 35 Schedule D (Form 1041) 2020 Page 2 Part III Summary of Parts I and II (1) Beneficiaries' (2) Estate's (3) Total Caution: Read the instructions before completing this part. (see instr.) or trust's 17 Net short-term gain or (loss) 17 97,159. 18 Net long-term gain or (loss): a Total for year 18a 4,187,127. b Unrecaptured section 1250 gain (see line 18 of the worksheet.) 18b c 28% rate gain 18c 19 Total net gain or (loss). Combine lines 17 and 18a 19 4,284,286. Note: If line 19, column (3), is a net gain, enter the gain on Form 1041, line 4 (or Schedule A (Form 990-T), Part I, line 4a). If lines 18a and 19, column (2), are net gains, go to Part V, and don't complete Part IV. If line 19, column (3), is a net loss, complete Part IV and the Capital Loss Carryover Worksheet, as necessary. Part IV Capital Loss Limitation 20 Enter here and enter as a (loss) on Form 1041, line 4 (or Schedule A (Form 990-T),PartI,line4c,ifatrust),the smaller of: a The loss on line 19, column (3) or b $3,000 20 () Note: If the loss on line 19, column (3), is more than $3,000,orif Form 1041, page 1, line 23 (or Form 990-T, Part I, line 11), is a loss, complete the Capital Loss Carryover Worksheet in the instructions to figure your capital loss carryover. Part V Tax Computation Using Maximum Capital Gains Rates Form 1041 filers. Complete this part only if both lines 18a and 19 in column (2) are gains, or an amount is entered in Part I or Part II and there is an entry on Form 1041, line 2b(2), and Form 1041, line 23, is more than zero. Caution: Skip this part and complete the Schedule D Tax Worksheet in the instructions if: Either line 18b, col. (2) or line 18c, col. (2) is more than zero, or Both Form 1041, line 2b(1), and Form 4952, line 4g are more than zero. Form 990-T trusts. Complete this part only if both lines 18a and 19 are gains, or qualified dividends are included in income in Part I of Form 990-T, and Form 990-T, Part I, line 11, is more than zero. Skip this part and complete the Schedule D Tax Worksheet in the instructions if either line 18b, col. (2) or line 18c, col. (2) is more than zero. 21 Enter taxable income from Form 1041, line 23 (or Form 990-T, Part I, line11) 21 22 Enter the smaller ofline18aor19incolumn(2) but not less than zero 22 23 Enter the estate's or trust's qualified dividends from Form 1041, line 2b(2) (or enter the qualified dividends included in income in Part I of Form 990-T) 23 24 Add lines 22 and 23 24 25 If the estate or trust is filing Form 4952, enter the amount from line 4g; otherwise, enter -0- 25 26 Subtract line 25 from line 24. If zero or less, enter -0- 26 27 Subtract line 26 from line 21. If zero or less, enter -0- 27 28 Enter the smaller of the amount on line 21 or $2,650 28 29 Enter the smaller of the amount on line 27 or line 28 29 30 Subtract line 29 from line 28. If zero or less, enter -0-. This amount is taxedat0% 30 31 Enter the smaller ofline21orline26 31 32 Subtract line 30 from line 26 32 33 Enter the smaller of line 21 or $13,150 33 34 Add lines 27 and 30 34 35 Subtract line 34 from line 33. If zero or less, enter -0- 35 36 Enter the smaller ofline32orline35 36 37 Multiply line 36 by 15% (0.15) 37 38 Enter the amount from line 31 38 39 Add lines 30 and 36 39 40 Subtract line 39 from line 38. If zero or less, enter -0- 40 41 Multiply line 40 by 20% (0.20) 41 42 Figure the tax on the amount on line 27. Use the 2020 Tax Rate Schedule for Estates and Trusts (see the Schedule G instructions in the instructions for Form 1041) 42 43 Add lines 37, 41, and 42 43 44 Figure the tax on the amount on line 21. Use the 2020 Tax Rate Schedule for Estates and Trusts (see the Schedule G instructions in the instructions for Form 1041) 44 45 Tax on all taxable income. Enter the smaller of line 43 or line 44 here and on Form 1041, Schedule G, Part I, line 1a (or Form 990-T, Part II, line 2) 45 Schedule D (Form 1041) 2020
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0F1220 2.000 07736P N788 6/2/2021 3:43:11 PM V 20-4.8T PAGE 36 Sales and Other Dispositions of Capital Assets OMB No. 1545-0074 Form 8949 Go to www.irs.gov/Form8949 for instructions and the latest information. Department of the Treasury Attachment Internal Revenue Service File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. Sequence No. 12A Name(s) shown on return Social security number or taxpayer identification number MCLEAN CONTRIBUTIONSHIP 23-6396940 Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. Part I Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (see instructions). For long-term transactions, see page 2. Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. X (A) Short-term transactions reported on Form(s) 1099-B showing basis was reportedtotheIRS(seeNote above) (B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS (C) Short-term transactions not reported to you on Form 1099-B Adjustment, if any, to gain or loss. 1 If you enter an amount in column (g), (e) (h) enter a code in column (f). (a) (b) (c) (d) Cost or other basis. Gain or (loss). See the Note below See the separate instructions. Description of property Date acquired Date sold or Proceeds Subtract column (e) disposed of (sales price) and see Column (e) from column (d) and (Example: 100 sh. XYZ Co.) (Mo., day, yr.) in the separate (f) (g) (Mo., day, yr.) (see instructions) combine the result instructions Code(s) from Amount of with column (g) instructions adjustment
VARIOUS BMT ST 06/30/2020 08/20/2020 1,090,525. 994,066. W 572. 97,031. VARIOUS BMT ST NON COVERED 06/26/2020 10/15/2020 779,735. 779,607. 128.
2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked) 1,870,260. 1773673.572. 97,159. Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. For Paperwork Reduction Act Notice, see your tax return instructions. Form 8949 (2020) JSA 0X2615 2.000 Form 8949 (2020) Attachment Sequence No. 12A Page 2 Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side Social security number or taxpayer identification number MCLEAN CONTRIBUTIONSHIP 23-6396940 Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. Part II Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see instructions). For short-term transactions, see page 1. Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. X (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) (E) Long-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS (F) Long-term transactions not reported to you on Form 1099-B
1 Adjustment, if any, to gain or loss. (e) If you enter an amount in column (g), (h) (c) enter a code in column (f). Gain or (loss). (a) (b) (d) Cost or other basis. Date sold or Subtract column (e) Description of property Date acquired Proceeds See the Note below See the separate instructions. disposed of from column (d) and (Example: 100 sh. XYZ Co.) (Mo., day, yr.) (sales price) and see Column (e) (Mo., day, yr.) (see instructions) in the separate (f) (g) combine the result instructions Code(s) from Amount of with column (g) instructions adjustment
VARIOUS BMT LT 11/25/2014 12/15/2020 12508774. 10318758. 2,190,016. VARIOUS BMT LT NON COVERED 11/16/2010 03/17/2020 3,305,369.1,308,258. 1,997,111.
2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 8b (if Box D above is checked), line 9 (if Box E above is checked), or line 10 (if Box F above is checked) 15,814,143.11627016. 4,187,127. Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. Form 8949 (2020)
JSA 0X2616 2.000 Schedule of Appropriations and Payments Fiscal Year 2020 3/1/2021 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Abington Memorial Hospital 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 1200 Old York Road Public Abington, PA 19001-3788 Charity Towards capital items for the Hartnett Health Services Expansion $25,000.00 2020 Academy Of Natural Sciences Of 509(a)(2) $0.00 $8,000.00 $0.00 $8,000.00 $0.00 Philadelphia Public 1900 Benjamin Franklin Parkway Charity Philadelphia, PA 19103-1195 Operating Support: Annual Fund $8,000.00 2020 Action Wellness 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 1216 Arch Street, 6th Floor Public Philadelphia, PA 19107 Charity Towards capital items for Action Wellness COVID-19 remote service transition $10,000.00 2020 Association Of Independent Colleges & 509(a)(1) - $0.00 $8,000.00 $0.00 $8,000.00 $0.00 Universities Of Pennsylvania Public 101 North Front Street Charity Harrisburg, PA 17101-1405 Towards McLean Scholarship Fund for Nurses and Physician Assistants for Academic Year 2020-21. $8,000.00 2020
1
Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Bernardine Center 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 2625 West Ninth Street Public Chester, PA 19013 Charity Towards special COVID-19 operating request $10,000.00 2020 Beyond The Bars Inc 509(a)(1) - $0.00 $9,000.00 $0.00 $9,000.00 $0.00 3500 Lancaster Avenue Public Philadelphia, PA 19104 Charity towards capital equipment for Beyond the Bars Mobile Recording Labs $9,000.00 2020 Bournelyf Special Camp 509(a)(1) - $0.00 $15,000.00 $0.00 $15,000.00 $0.00 1066 S. New Street, PO Box 1023, Public Westtown, PA 19395 Charity West Chester, PA 19382 Towards making swimming pool and program grounds repairs $15,000.00 2020 Boy Scouts Of America 509(a)(1) - $0.00 $25,000.00 $0.00 $0.00 $25,000.00 1485 Valley Forge Road Public Wayne, PA 19087 Charity Towards constructing the Aquatics Center at Musser Scout Reservation $25,000.00 2020
2
Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Boys & Girls Clubs Of Philadelphia Inc 509(a)(2) $10,000.00 $0.00 $0.00 $10,000.00 $0.00 1518 Walnut Street, Suite 712 Public Philadelphia, PA 19102 Charity A Bold Change for Kids-Northeast Frankford Boys & Girls Club Gym and Fitness Center. Per organizations Sept 21, 2020 request grant funds will be applied to the kitchen upgrade and the Wissahickon site. $10,000.00 2018 Brandywine Valley Society For The 509(a)(1) - $0.00 $15,000.00 $0.00 $15,000.00 $0.00 Prevention Of Cruelty To Animals Public 1212 Phoenixville Pike Charity West Chester, PA 19380 Special COVID-19 operating request $15,000.00 2020 Brandywine Valley Society For The 509(a)(1) - $0.00 $20,000.00 $0.00 $20,000.00 $0.00 Prevention Of Cruelty To Animals Public 1212 Phoenixville Pike Charity West Chester, PA 19380 Towards making renovations to the Malvern Clinic $20,000.00 2020 Brighter Horizon 509(a)(1) - $0.00 $21,390.00 $0.00 $21,390.00 $0.00 739 Westview Street Public Philadelphia, PA 19119 Charity Towards the purchase of Technology to Support SAGE Fast-Track College Entry $21,390.00 2020
3
Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Main Line Hospitals Inc -Bryn Mawr Rehab 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 414 Paoli Pike Public Malvern, PA 19355-3300 Charity Towards the purchase of an Overheard Body Weight Support System for Brain Injury Unit $50,000.00 2020 C B Community Schools 509(a)(1) - $0.00 $23,489.00 $0.00 $23,489.00 $0.00 4101 Freeland Avenue Public Philadelphia, PA 19128 Charity Towards tables to create a vibrant community room and upgrading sanitary equipment at C.B. Community Schools $23,489.00 2020 Candid 509(a)(1) - $0.00 $2,500.00 $0.00 $2,500.00 $0.00 32 Old Slip - 24th Floor Public New York, NY 10005 Charity Operating Support $2,500.00 2020 Center For Literacy Inc 509(a)(1) - $0.00 $5,000.00 $0.00 $5,000.00 $0.00 1420 Pine Street Public Philadelphia, PA 19102 Charity Operating Support $5,000.00 2020 Center For The Blind And Visually 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 Impaired Public 100 West Fifteenth Street Charity Chester, PA 19013-5314 Towards the Life Skills Education Room and Kitchen renovations $25,000.00 2020
4
Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Chester County Food Bank 509(a)(1) - $0.00 $20,000.00 $0.00 $20,000.00 $0.00 650 Pennsylvania Drive Public Exton, PA 19341 Charity Towards capital items (refrigerators, freezers, carts, tents, tables, and large coolers) to improve the Emergency Food Network Infrastructure $20,000.00 2020 Chester County Womens Services Inc 509(a)(1) - $0.00 $2,900.00 $0.00 $2,900.00 $0.00 1028 East Lincoln Highway Public Coatesville, PA 19320 Charity Towards garage renovation for storage for Chester County Women's Services $2,900.00 2020 The Clinic 509(a)(1) - $0.00 $20,000.00 $0.00 $20,000.00 $0.00 143 Church Street Public Phoenixville, PA 19460 Charity Special COVID-19 operating request $20,000.00 2020 Coded By Kids 509(a)(2) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 3675 Market Street, Suite 200 Public Philadelphia, PA 19104 Charity Towards building out a classroom space in the CbK office. $10,000.00 2020 The College Settlement Of Philadelphia 509(a)(1) - $0.00 $26,000.00 $0.00 $26,000.00 $0.00 600 Witmer Road Public Horsham, PA 19044 Charity Towards making infrastructure water line upgrades $26,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Visitation Community Outreach 509(a)(1) - $0.00 $15,000.00 $0.00 $15,000.00 $0.00 Foundation Public 2646 Kensington Ave Charity Philadelphia, PA 19125 Towards special COVID-19 operating request $15,000.00 2020 Community Learning Center 509(a)(1) - $0.00 $10,122.00 $0.00 $10,122.00 $0.00 2701 N. Broad Street Public Philadelphia, PA 19132 Charity Towards the purchase of laptops and tablets for the distance learning initiative $10,122.00 2020 Community Volunteers In Medicine Inc 509(a)(1) - $0.00 $30,000.00 $0.00 $30,000.00 $0.00 300B Lawrence Drive Public West Chester, PA 19380 Charity Towards the purchase of 30 new computers and exam room stands for the Electronic Health Record Technology project $30,000.00 2020 Congreso De Latinos Unidos Inc 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 216 W. Somerset Street Public Philadelphia, PA 19133 Charity Towards capital items for the relocation and expansion of Congreso Health Center to Congreso's main office building located at 216 West Somerset Street,Philadelphia. $50,000.00 2020
6
Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Council On Foundations Inc 509(a)(1) - $0.00 $6,000.00 $0.00 $6,000.00 $0.00 1255 23rd Street NW, Suite 200 Public Washington, DC 20037 Charity Operating Grant $6,000.00 2020 Ch Pennsylvania Under – 21:Covenant Hous 509(a)(1) - $0.00 $8,500.00 $0.00 $8,500.00 $0.00 31 East Armat Street Public Philadelphia, PA 19144 Charity Towards the renovation of the intake room for homeless youth $8,500.00 2020 Daemion Counseling Center 509(a)(1) - $0.00 $3,000.00 $0.00 $3,000.00 $0.00 95 Howellville Road Public Berwyn, PA 19312-0077 Charity Operating Support $3,000.00 2020 Deaf-Hearing Communication Center Inc 509(a)(1) - $0.00 $8,567.00 $0.00 $8,567.00 $0.00 630 Fairview Road, Suite 100 Public Swarthmore, PA 19081-2335 Charity Towards capital items for the construction of a deaf virtual learning classroom $8,567.00 2020 Delaware County Historical Society 509(a)(1) - $0.00 $15,000.00 $0.00 $15,000.00 $0.00 Pennsylvania Public 408 Avenue of the Stars Charity Chester, PA 19013 Towards the roof(s) repair/replacement to ensure that they are watertight. $15,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Delaware County Society For The Prev Of 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 Cruelty To Animals Public 555 Sandy Bank Road Charity Media, PA 19063 Special COVID-19 operating request $10,000.00 2020 Domestic Abuse Project Of Delaware 509(a)(1) - $0.00 $9,835.00 $0.00 $9,835.00 $0.00 County Inc Public 14 West Second Street Charity Media, PA 19063-2802 Towards the capital portion of the DAP Phone System replacement project. $9,835.00 2020 Drexel Neumann Academy 509(a)(1) - $0.00 $18,802.00 $0.00 $18,802.00 $0.00 1901 Potter Street Public Chester, PA 19013 Charity Towards capital items to make Drexel Neuman Academy more safe $18,802.00 2020 Ebenezer Maxwell Mansion Inc 509(a)(1) - $0.00 $2,960.00 $0.00 $2,960.00 $0.00 200 West Tulpehocken Street Public Philadelphia, PA 19144 Charity Towards the restoration in Lady's Bedroom and Upstairs Hallway $2,960.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Episcopal Community Services Of The 509(a)(1) - $0.00 $3,500.00 $0.00 $3,500.00 $0.00 Diocese Of Pennsylvania Public 225 South Third Street Charity Philadelphia, PA 19106 Operating Support $3,500.00 2020 Esperanza Health Center Inc 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 4417 N. 6th Street Public Philadelphia, PA 19140 Charity Towards special COVID-19 operating request $10,000.00 2020 The Experimental Farm Network 509(a)(2) $20,000.00 $0.00 $0.00 $20,000.00 $0.00 Cooperative 5447 Morris St Philadelphia, PA 19144 Fair-Amount Food Forest Phase 1 $20,000.00 2019 First Presbyterian Church In 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Germantown Public 35 West Chelten Avenue Charity Philadelphia, PA 19144 Towards the McLean Memorial Organ repair and restoration $50,000.00 2020 The Free Library Of Philadelphia 509(a)(1) - $0.00 $3,500.00 $0.00 $3,500.00 $0.00 1901 Vine Street, Suite 111 Public Philadelphia, PA 19103-1189 Charity Operating Support $3,500.00 2020
9
Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance French And Pickering Creeks 509(a)(1) - $0.00 $55,000.00 $0.00 $55,000.00 $0.00 Conservation Trust Inc Public 511 Kimberton Road Charity Phoenixville, PA 19460 Towards making capital improvement to the Thomas P. Bentley Nature Preserve $55,000.00 2020 Friends Of Bache Martin 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 2201 Brown Street Public Philadelphia, PA 19130 Charity Towards capital equipment for Bache- Martin School Auditorium Social Distancing Project $25,000.00 2020 Girls First 509(a)(2)- $0.00 $20,000.00 $0.00 $20,000.00 $0.00 1208 Green St Public Norristown, PA 19401 Charity Towards renovations to Girls First building at 1208 Green Street, Norristown, PA $20,000.00 2020 Good Fellowship Club Of Chester County 509(a)(1) - $0.00 $11,000.00 $0.00 $11,000.00 $0.00 Inc Public PO Box 361 Charity West Chester, PA 19381 Towards purchase of aeroclave Machine and intubrite video laryngoscopes. $11,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Gwynedd Mercy University 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 1325 Sumneytown Pike Public Gwynedd Valley, PA 19437-0901 Charity Towards purchasing NursingAnn Simulator by Laerdal towards Enhancing Nursing Education through Simulation $25,000.00 2020 Habitat For Humanity International Inc 509(a)(1) - $0.00 $30,000.00 $0.00 $30,000.00 $0.00 1829 North 19th Street Public Philadelphia, PA 19121-2205 Charity Towards capital items to make infrastructure updates to the 19th Street warehouse $30,000.00 2020 Healthlink Dental Clinic Inc 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 1775 Street Road Public Southampton, PA 18966 Charity Capital Improvements for Free Dental Clinic $10,000.00 2020 Jewish Family And Childrens Service Of 509(a)(1) - $0.00 $24,000.00 $0.00 $24,000.00 $0.00 Greater Philadelphia Public 2100 Arch Street, 5th Floor Charity Philadelphia, PA 19103 Towards the purchase of a gently used cargo van for Our Closet $24,000.00 2020
11
Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Jewish Relief Agency 509(a)(1) - $0.00 $15,000.00 $0.00 $15,000.00 $0.00 225 E. City Ave., Suite 210 Public Bala Cynwyd, PA 19004 Charity Towards special COVID-19 operating request $15,000.00 2020 Kencrest Centers 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 960A Harvest Drive, Suite 100 Public Blue Bell, PA 19422 Charity Towards special COVID-19 operating request $10,000.00 2020 Ken-Crest Services 509(a)(1) - $0.00 $30,000.00 $0.00 $30,000.00 $0.00 960A Harvest Drive, Suite 100 Public Blue Bell, PA 19422 Charity Towards building an accessible playground for the new Early Learning Center in Northeast Philadelphia $30,000.00 2020 La Communidad Hispana Inc 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 731 W. Cypress Street Public Kennett Square, PA 19348 Charity Towards special COVID-19 operating request $10,000.00 2020 Lower Merion Conservancy 509(a)(1) - $0.00 $1,000.00 $0.00 $1,000.00 $0.00 1301 Rose Glen Road Public Gladwyne, PA 19035 Charity Operating Support $1,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Lutheran Social Mission Society 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 1007 West Lehigh Avenue Public Philadelphia, PA 19133 Charity Special COVID-19 operating request $10,000.00 2020 Main Line Health Homecare & Hospice 509(a)(2) - $0.00 $3,000.00 $0.00 $3,000.00 $0.00 240 Radnor Chester Road, Suite 100 Public Radnor, PA 19087-5174 Charity Operating Support: Home Health Care along the Mainline $3,000.00 2020 Mann Center For The Performing Arts 509(a)(1) - $0.00 $83,925.00 $0.00 $83,925.00 $0.00 123 South Broad Street, Suite 815 Public Philadelphia, PA 19109 Charity Towards renovations to the Education area and equipment for the education program part of the Education & Community Engagement Multi-Year Plan & Capital Improvement $83,925.00 2020 Mastery Charter Schools Foundation 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 5700 Wayne Avenue Public Philadelphia, PA 19144 Charity Towards the purchase of chromebooks for the Mastery laptop lending library for Philadelphia schools. $10,000.00 2020
13
Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Melmark Inc 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 2600 Wayland Rd Public Berwyn, PA 19312 Charity Towards the Adult Program Endowment $50,000.00 2020 Mercy Vocational High School Sisters Of 509(a)(1) - $0.00 $3,355.00 $0.00 $3,355.00 $0.00 Mercy Public 2900 West Hunting Park Avenue Charity Philadelphia, PA 19129-1803 Towards replacing the commercial dishwasher for Culinary Arts Program $3,355.00 2020 Metropolitan Area Neighborhood 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 Nutrition Alliance Public 420 North 20th Street Charity Philadelphia, PA 19130 Special COVID-19 operating request $10,000.00 2020 Metropolitan Area Neighborhood 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 Nutrition Alliance Public 420 North 20th Street Charity Philadelphia, PA 19130 Towards a new distribution truck $25,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Moore College Of Art And Design 509(a)(1) - $0.00 $30,000.00 $0.00 $30,000.00 $0.00 1916 Race Street Public Philadelphia, PA 19103 Charity Towards the purchase of technology essential for quality Online Art & Design Education $30,000.00 2020 Trustees Of The University Of 509(a)(1) - $100,000.00 $0.00 $0.00 $100,000.00 $0.00 Pennsylvania (Morris Arboretum) Public 100 E. Northwestern Avenue Charity Philadelphia, PA 19118 Towards an endowment for: Ever Green: Expanding Learning Opportunities for Underserved Children $200,000.00 2019 Museum Of The American Revolution 509(a)(1) - $0.00 $24,800.00 $0.00 $24,800.00 $0.00 101 South Third Street Public Philadelphia, PA 19106 Charity Towards capital items for the Distance Learning Technology Expansion $24,800.00 2020 National Giving Alliance 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 822 Veterans Way Public Warminster, PA 18974 Charity Towards updating phone system, computers and security $10,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance National Liberty Museum 509(a)(1) - $0.00 $16,000.00 $0.00 $16,000.00 $0.00 321 Chestnut Street Public Philadelphia, PA 19106-2779 Charity Towards capital items for the Live from the National Liberty Museum! Classroom Fit Out for Virtual Learning Experiences $16,000.00 2020 Nationalities Service Center Of 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Philadelphia Public 1216 Arch Street, 4th Floor Charity Philadelphia, PA 19107 Towards capital items to help protect NSC's Capital Investment Against the Spread of Infectious Disease $50,000.00 2020 Natural Lands Trust Incorporated 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 1031 Palmers Mill Road Public Media, PA 19063 Charity Towards constructing and elevated boardwalk for Bryn Coed Preserve $50,000.00 2020 Nature Conservancy 509(a)(1) - $0.00 $2,000.00 $0.00 $2,000.00 $0.00 Pennsylvania Chapter Public 555 E North Lane, Suite 6030 Charity Conshohocken, PA 19428 Operating Support: Corporate Associate Program - PA Chapter $2,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Neighbors Investing in Childs Elementary 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 1610 Wharton Street Public Philadelphia, PA 19146 Charity Towards creating a state-of-the-art play space on the rooftop of the GW Childs School in the Point Breeze neighborhood in Philadelphia. $50,000.00 2020 Norristown Ministries Inc 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 530 Church Street Public Norristown, PA 19401 Charity Towards the purchase of 6 computers, 1 projector and Projector screen, 3 laptops, to continue the important work we are doing in the community. $10,000.00 2020 North Light Community Center 509(a)(1) - $0.00 $32,500.00 $0.00 $32,500.00 $0.00 175 Green Lane Public Philadelphia, PA 19127 Charity Towards the purchase of two one year old (new) vans for North Light $32,500.00 2020 Nueva Esperanza 509(a)(1) - $21,000.00 $0.00 $0.00 $21,000.00 $0.00 4261 North 5th Street Public Philadelphia, PA 19140 Charity Towards the purchase of the lighting system and light filter for the Esperanza Art Gallery $21,000.00 2018
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Opera Philadelphia 509(a)(1) - $0.00 $5,000.00 $0.00 $5,000.00 $0.00 1420 Locust Street, Suite 210 Public Philadelphia, PA 19102 Charity Operating Support: Sounds of Learning 2019-2020 $5,000.00 2020 Options In Aging 509(a)(1) - $0.00 $4,000.00 $0.00 $4,000.00 $0.00 P.O. Box 85 Public Narbreth, PA 19072 Charity Operating Support $4,000.00 2020 Philadelphia Outward Bound Center 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 3401 Reservoir Drive Public Philadelphia, PA 19121 Charity Towards capital items for Philadelphia Outward Bound School Base Camp Pack- Out Area Improvement Project $50,000.00 2020 Overbrook School For The Blind 509(a)(1) - $0.00 $40,000.00 $0.00 $40,000.00 $0.00 6333 Malvern Avenue Public Philadelphia, PA 19151-2597 Charity Towards capital items for OSBnb Social Enterprise $40,000.00 2020 Oxford Senior Center Inc 509(a)(1) - $0.00 $5,715.00 $0.00 $5,715.00 $0.00 12 East Locust Street Public Oxford, PA 19363-1355 Charity Towards the purchase of an air conditioning unit for the kitchen and lunch/activity room $5,715.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Penn Asian Senior Services Inc 509(a)(2) $0.00 $24,000.00 $0.00 $24,000.00 $0.00 6926 Old York Road Public Philadelphia, PA 19126 Charity Towards purchasing equipment for the commercial kitchen to help Reducing Hunger for Asian American Seniors $24,000.00 2020 Pennsylvania Academy Of The Fine Arts 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 128 North Broad Street Public Philadelphia, PA 19102-1598 Charity Towards PAFA's Security System Upgrade $25,000.00 2020 Pennsylvania Ballet Association 509(a)(2) - $0.00 $3,500.00 $0.00 $3,500.00 $0.00 100 S. Broad Street, Suite 2226 Public Philadelphia, PA 19110 Charity Operating Support for the Lets Dance Outreach Program for the 2019-2020 season. $3,500.00 2020 Pennsylvania Home Of The Sparrow 509(a)(1) - $0.00 $15,000.00 $0.00 $15,000.00 $0.00 969 East Swedesford Road Public Exton, PA 19341 Charity Special COVID-19 operating request $15,000.00 2020 Pennsylvania Horticultural Society 509(a)(2) - $0.00 $3,500.00 $0.00 $3,500.00 $0.00 100 N. 20th Street Public Philadelphia, PA 19103 Charity Towards general operating costs for Philadelphia Green. $3,500.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Pennsylvania Society For The Prevention 509(a)(1) - $0.00 $35,000.00 $0.00 $35,000.00 $0.00 Of Cruelty To Animals Public 350 E. Erie Avenue Charity Philadelphia, PA 19134 Towards renovating Pennsylvania SPCA cat intake and protective custody housing $35,000.00 2020 Phil Clef Club Of The Performing Arts 509(a)(2) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 Inc Public 736 South Broad Street Charity Philadelphia, PA 19146 Towards replacing major mechanical and electrical building systems as the first step in the Capital Improvement Campaign $25,000.00 2020 Philabundance 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 3616 South Galloway Street Public Philadelphia, PA 19148 Charity Special COVID-19 operating request $10,000.00 2020 Philadelphia College Of Osteopathic 509(a)(2) - $0.00 $23,250.00 $0.00 $23,250.00 $0.00 Medicine Public 4190 City Avenue, Attn: Institutional Charity Advancement Philadelphia, PA 19131-1693 Towards the purchase of equipment for telehealth enhancement in nursing homes and senior residences. $23,250.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Philadelphia Dance Company 509(a)(2) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 9 North Preston Street Public Philadelphia, PA 19104 Charity Towards the first major renovation of PHILADANCO!’s building in 40 Years $25,000.00 2020 Philadelphia Museum Of Art 509(a)(1) - $0.00 $7,500.00 $0.00 $7,500.00 $0.00 Box 7646 Public Philadelphia, PA 19101-7646 Charity Operating Support: Corporate Partners Program $7,500.00 2020 Philadelphia Orchestra Association 509(a)(2) - $0.00 $7,500.00 $0.00 $7,500.00 $0.00 One South Broad Street, 14th Floor Public Philadelphia, PA 19107-3401 Charity Operating Support: 2019-2020 Season. $7,500.00 2020 Planned Parenthood Southeastern Pa 509(a)(1) - $0.00 $2,500.00 $0.00 $2,500.00 $0.00 1144 Locust Street Public Philadelphia, PA 19107-6797 Charity To cover operating costs of the education programs provided by Planned Parenthood of SE PA. $2,500.00 2020 Please Touch Museum 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 4231 Avenue of the Republic Public Philadelphia, PA 19131 Charity Towards capital items for reimagining the Center Core $50,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance The Pottstown Cluster Of Religious 509(a)(1) - $0.00 $18,000.00 $0.00 $18,000.00 $0.00 Communities Public 57 North Franklin St Charity Pottstown, PA 19464 Towards the ClusterOoutreach Center sewer remediation $18,000.00 2020 Prevention Point Philadelphia 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 Incorporated Public 2913-15 Kensington Avenue Charity Mailing address: PO Box 60990, Philadelpha, PA 19133 Philadelphia, PA 19134 Special COVID-19 operating grant request $25,000.00 2020 Programs Employing People 509(a)(2) - $0.00 $35,000.00 $0.00 $35,000.00 $0.00 1200 South Broad Street Public Philadelphia, PA 19146 Charity Towards the purchase of new vans for the Fleet Expansion Project $35,000.00 2020 Project Home 509(a)(1) - $0.00 $3,000.00 $0.00 $3,000.00 $0.00 1515 Fairmount Avenue Public Philadelphia, PA 19130 Charity Towards operating costs for Project H.O.M.E.'s Stephen Klein Wellness Center $3,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Project Home 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 1515 Fairmount Avenue Public Philadelphia, PA 19130 Charity Towards special COVID-19 operating request $10,000.00 2020 Providence Center 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 2557 North 5th Street Public Philadelphia, PA 19133 Charity Special COVID-19 operating request $10,000.00 2020 Providence Center 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 2557 North 5th Street Public Philadelphia, PA 19133 Charity Towards making improvements to exterior lighting and front entryway as part of Providence Center Safe Haven project. $25,000.00 2020 Puentes De Salud 509(a)(1) - $0.00 $20,000.00 $0.00 $20,000.00 $0.00 1700 South Street Public Philadelphia, PA 19146 Charity Towards the purchase of equipment for Puentes COVID emergency relief $20,000.00 2020 Philadelphia Ronald Mcdonald House Inc 509(a)(1) - $0.00 $20,000.00 $0.00 $20,000.00 $0.00 3925 Chestnut Street Public Philadelphia, PA 19104 Charity Towards refurnishing 23 rooms at Chestnut Street House $20,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Rosenbach Museum And Library 509(a)(1) - $50,000.00 $0.00 $0.00 $50,000.00 $0.00 2008-2010 DeLancey Place Public Philadelphia, PA 19103 Charity Towards the Garden Renovation Project $50,000.00 2017 Saint James School 509(a)(1) - $0.00 $100,000.00 $0.00 $50,000.00 $50,000.00 3217 West Clearfield Street Public Philadelphia, PA 19132 Charity Towards the Reach and Sustain Campaign: Capital Expansion: construction costs of a 6,000-10,000 square foot addition to the existing School House. $100,000.00 2020 The Salvation Army 509(a)(1) - $0.00 $14,170.00 $0.00 $14,170.00 $0.00 701 North Broad Street Public Philadelphia, PA 19123 Charity Towards capital items for The Salvation Army – Temple Corps Kitchen Equipment Project $14,170.00 2020 S a m s H o p e 509(a)(1) - $0.00 $1,620.00 $0.00 $1,620.00 $0.00 901 A E. Willow Grove Avenue Public Wyndmoor, PA 19038 Charity Towards the purchase of a Laptop PC and All-In-One Printer for the office $1,620.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Sanctuary Farm Phila 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 c/o 252, Cricket Ave Public Glenside, PA 19038 Charity Towards capital items for the greenhouse project $25,000.00 2020 Schuylkill River Development 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Corporation Public 2401 Walnut Street, Suite 603 Charity Philadelphia, PA 19103 Towards the Bartram's Mile Fishing Pier Construction $50,000.00 2020 Senior Adult Activities Center Of 509(a)(1) - $0.00 $58,607.00 $0.00 $58,607.00 $0.00 Montgomery County Public 536 George Street Charity Norristown, PA 19401 Towards the purchase of a new Boiler $58,607.00 2020 Senior Community Services Inc 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 600 Swarthmore Avenue Public Folsom, PA 19008 Charity Towards renovations of the Schoolhouse Senior Center $10,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Seniorlaw Center 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 1500 JFK Boulevard, Suite 1501 Public Philadelphia, PA 19102 Charity Towards special COVID-19 operating request $10,000.00 2020 Share Food Program Inc 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 2901 West Hunting Park Avenue Public Philadelphia, PA 19129 Charity Towards the purchase of a new freeze to help expand food distribution capacity $25,000.00 2020 Share Food Program Inc 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 2901 West Hunting Park Avenue Public Philadelphia, PA 19129 Charity Towards special COVID-19 operating request $25,000.00 2020 Southeast Asian Maa Coalition Inc 509(a)(1) - $0.00 $30,000.00 $0.00 $30,000.00 $0.00 1711 S. Broad Street Public Philadelphia, PA 19148 Charity Towards capital items for the expansion of the Growing Home gardens on the 500 block of Mercy Street $30,000.00 2020 Special Equestrians 509(a)(1) - $0.00 $6,000.00 $0.00 $6,000.00 $0.00 2800 Street Road, P.O. Box 1001 Public Warrington, PA 18976 Charity Towards making security upgrades $6,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance St Christophers Foundation For Children 509(a)(2) - $0.00 $22,590.00 $0.00 $22,590.00 $0.00 1800 John F. Kennedy Blvd., Suite 1550 Public Philadelphia, PA 19103 Charity Towards the purchase of equipment for mobile dental care for children during the COVID-19 pandemic $22,590.00 2020 Stroud Water Research Center Inc 509(a)(1) - $0.00 $15,000.00 $0.00 $15,000.00 $0.00 970 Spencer Road Public Avondale, PA 19311-9514 Charity Towards the Roof, Window(s), and Door(s) Replacement Project $15,000.00 2020 Surrey Services For Seniors Inc 509(a)(1) - $0.00 $3,500.00 $0.00 $3,500.00 $0.00 60 Surrey Way Public Devon, PA 19333 Charity Operating Support $3,500.00 2020 Tech Impact 509(a)(1) - $0.00 $15,637.00 $0.00 $15,637.00 $0.00 417 N 8th Street Suite 203 Public Philadelphia, PA 19123 Charity Towards the purchase of 19 laptops for ITWorks Philadelphia Workforce Development Program for At-Risk Young Adults $15,637.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Temple University-Of The Commonwealth 509(a)(1) - $75,000.00 $0.00 $0.00 $75,000.00 $0.00 System Of Higher Educ Public 1900 N. 13th Street Charity Philadelphia, PA 19122 Towards The McLean Contributionship Philadelphia Evening Bulletin Endowed Lecture Series at Temple University Libraries’ Special Collections Research Center $150,000.00 2019 Theatre Horizon 509(a)(1) - $0.00 $4,406.00 $0.00 $4,406.00 $0.00 401 DeKalb Street Public Norristown, PA 19401 Charity Towards capital items for Theatre Arts Education: Virtual Programming $4,406.00 2020 Thomas Jefferson University 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Office of Institutional Advancement, 125 S. Public 9th Street, Suite 600 Charity Philadelphia, PA 19106 Towards capital items (office furniture) for Jefferson Hansjörg Wyss Wellness Center (HWWC) $50,000.00 2020 Trust For Public Land 509(a)(1) - $0.00 $50,000.00 $0.00 $50,000.00 $0.00 1608 Walnut Street, Suite 302 Public Philadelphia, PA 19103 Charity Towards the creation of the James R. Lowell Elementary Schoolyard $50,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance
The Visiting Nurse Association Of Greater 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 Philadelphia Public Falls Center Charity 3300 Henry Avenue, Suite 500 Philadelphia, PA 19129-1121 Towards special COVID-19 operating request $10,000.00 2020 The Visiting Nurse Association Of Greater 509(a)(1) - $0.00 $65,000.00 $0.00 $65,000.00 $0.00 Philadelphia Public Falls Center Charity 3300 Henry Avenue, Suite 500 Philadelphia, PA 19129-1121 Towards the purchase of 195 Galaxy S10 to provide compassionate care through technology $65,000.00 2020 Volunteer Medical Service Corps Of 509(a)(2) - $0.00 $2,000.00 $0.00 $2,000.00 $0.00 Narberth Public 101 Sibley Avenue Charity Ardmore, PA 19003 Operating Support $2,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Whyy Inc 509(a)(1) - $0.00 $4,500.00 $0.00 $4,500.00 $0.00 Independence Mall West Public 150 North Sixth Street Charity Philadelphia, PA 19106 Operating Support - for the WHYY-FM Radio program $4,500.00 2020 Wissahickon Sustainability Council 509(a)(1) - $25,000.00 $0.00 $0.00 $25,000.00 $0.00 PO Box 26021 Public Philadelphia, PA 19128 Charity Towards capital items for Birds and Butterflies: Greening the Cook- Wissahickon Community Playspace $25,000.00 2019 Wissahickon Valley Watershed Association 509(a)(1) - $0.00 $64,220.00 $0.00 $64,220.00 $0.00 Inc Public 12 Morris Road Charity Ambler, PA 19002 Towards the Four Mills Barn Renovation $64,220.00 2020 Wistar Institute Of Anatomy & Biology 509(a)(1) - $0.00 $35,000.00 $0.00 $35,000.00 $0.00 3601 Spruce Street Public Philadelphia, PA 19104-4268 Charity Towards purchasing student laptops, and training equipment: .Improving Equity and Diversity in Philadelphia’s Biomedical Research Enterprise $35,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Women Against Abuse Inc 509(a)(1) - $0.00 $10,000.00 $0.00 $10,000.00 $0.00 100 South Broad Street, Suite 1341 Public Philadelphia, PA 19110 Charity Towards special COVID-19 operating request $10,000.00 2020 Womens Resource Center 509(a)(1) - $0.00 $12,920.00 $0.00 $12,920.00 $0.00 113 W. Wayne Avenue Public Wayne, PA 19087 Charity Towards capital items for Women's Resource Center Safe Entry Project $12,920.00 2020 Woods Services Inc 509(a)(1) - $0.00 $18,000.00 $0.00 $18,000.00 $0.00 40 Martin Gross Drive, PO Box 36 Public Langhorne, PA 19047 Charity Towards capital items for the telehealth operations: SmartCareDoc platform, diagnostic equipment and laptops for 25 group homes. $18,000.00 2020 Greater Philadelphia Young Mens 509(a)(1) - $0.00 $25,000.00 $0.00 $25,000.00 $0.00 Christian Association Public 400 Fayette Street, Suite 20 Charity Philadelphia, PA 19428 Towards the construction of the new Teen Tech Center at Columbia North YMCA $25,000.00 2020
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Fiscal Year 2020 Recipient and/or Purpose Tax Status Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Zoological Society Of Philadelphia 509(a)(1) - $0.00 $5,000.00 $0.00 $5,000.00 $0.00 3400 West Girard Avenue Public Philadelphia, PA 19104-1196 Charity Operating Support: Foundation Annual Fund $5,000.00 2020 Grand Totals (134 items) $271,000.00 $2,638,280.00 $0.00 $2,864,280.00 $75,000.00
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