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TOWNSEND 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 PRESIDENT 40.00 0 0 0 SUSAN R MURRAY 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 ASST TREASURER 40.00 0 0 0 DANA M HENZLER 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 SECRETARY 40.00 0 0 0 NANCY WINGO TERM 752022 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 EXECUTIVE DIRECTOR 40.00 341595 37490 0 SUSAN R MURRAY 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 DIRECTOR OF FINANCE 40.00 137796 60423 0 CHEKEMMA FULMORE - TOWNSEND EFFECTI 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 PRESIDENT 40.00 109386 12390 0 DAVID QUARRY 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 GARDEN MANAGER 32.00 77222 41421 0 SARAH VANCE 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 DIRECTOR, BLUE GARDE 25.00 89749 9711 0 0 GOLDMAN SACHS & CO LLC 1735 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 INVESTMENT MANAGEMENT 419754 0 0 172739340 8057817 0 180797157 0 0 180797157 2711957 178085200 8904260 8904260 41025 41025 8863235 0 8863235 0 8863235 12938207 0 12938207 8863235 0 0 73144 4173722 2713705 5448456 1329671 13738698 12938207 0 0 0 8863235 4074972 0 0 17813670 0 0 0 0 0 0 73144 17740526 4173722 2713705 5448456 1329671 4074972 CHEKEMMA-FULMORE TOWNSEND PRESIDENT 200 EAGLE RD SUITE 308 WAYNE PA 19087 6102932225 CTOWNSEND@HFCTRUST.ORG GUIDELINES AND CHECKLISTS MAY BE FOUND ON WEBSITE, HFCTRUST.ORG. INCOMPLETE APPLICATIONS WILL NOT BE CONSIDERED BY THE TRUSTEES. CHECK DEADLINES ON THE WEBSITE, HFCTRUST.ORG DIRECTORS MEET QUARTERLY. THE TRUST CONSIDERS REQUESTS FROM NON-PROFITS WHO PROVIDE, ROBUST, EVIDENCE-BASED, SERVICES FOR ACADEMIC-LEARNING, CAREER-LEARNING, SOCIAL-EMOTIONAL LEARNING, AND EDUCATIONAL SUPPORT SERVICES TO YOUTH IN GRADES K-12. PROGRAMS MAY SERVE YOUTH IN THE FOLLOWING AREAS: PHILADELPHIA, PA, CAMDEN, NJ, CHESTER, PA, AND THE COUNTIES OF PHILADELPHIA, DELAWARE, MONTGOMERY, CHESTER, CAMDEN AS WELL AS THE AQUIDNECK ISLAND, RI, PALM BEACH COUNTY, FLORIDA AND OTHER PRIORITY AREAS IDENTIFIED BY THE TRUST. SERVICES MAY OCCUR IN-SCHOOL, AFTER-SCHOOL, DURING THE SCHOOLYEAR, AND/OR DURING THE SUMMER. SEE ATTACHED FOR DETAIL TO ANNUAL G VARIOUS VARIOUS PA 15220 NONE VARIOUS CHARITABLE CONTRIBUTIONS 10514996 10514996 0 103874 14 3762419 14 146980 14 343635 -2253821 0 4253034 -2149947 2103087 3 MISC RECEIPTS. EXCLUDABLE FROM NET INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 DH HAMILTON 10-YR CLAT C/O H2R CPA 875 GREENTREE RD BLDG7 PITTSBURGH PA 15220 16282483 X 2 DH HAMILTON 15-YR CLAT C/O H2R CPA 875 GREENTREE RD BLDG7 PITTSBURGH PA 15220 12366171 X 3 DH HAMILTON 20-YR CLAT C/O H2R CPA 875 GREENTREE RD BLDG7 PITTSBURGH PA 15220 9800985 X 4 SVF FOUNDATION 122 TOURO STREET NEWPORT RI 02840 8952911 X BONDS - GOLDMAN SACHS 20124158 19309543 STOCKS - GOLDMAN SACHS 92609663 108649287 OTHER INVESTMENT - GOLDMAN SACHS AT COST 46959341 51241112 PROFESSIONAL FEES 52280 37259 15021 VEHICLES 47361 21861 21861 BLUE GARDEN EXPENSES 193735 0 193735 BANK MERCHANT FEE 2827 0 2827 COMPUTER EXPENSE 23312 0 23312 PAYROLL SERVICE FEE 3732 0 3732 MEMBERSHIP & DUES 2806 0 2806 SERVICE CONTRACTS 12976 0 12976 EQUIPMENT 5267 0 5267 WEBSITE 3557 0 3557 CONTINUING EDUCATION 239 0 239 INSURANCE 36102 0 36102 TELEPHONE & INTERNET 6711 0 6711 OFFICE EXPENSE 15633 0 15633 PASSTHROUGH INCOME 121318 121318 0 BLUE GARDEN 25662 0 0 INVESTMENT MANAGEMENT FEE 419754 209877 209877 PORTFOLIO EXPENSES 60732 0 0 CONSULTING FEES 289 0 289 DH HAMILTON 31596 10-YR CLAT C/O 875 GREENTREE RD BLDG 7 PITTSBURGH PA 15220 DH HAMILTON 31596 15-YR CLAT C/O 875 GREENTREE RD BLDG 7 PITTSBURGH PA 15220 DH HAMILTON 31596 20-YR CLAT C/O 875 GREENTREE RD BLDG 7 PITTSBURGH PA 15220 SVF FOUNDATION 122 TOURO STREET NEWPORT RI 02840 FOREIGN TAXES 127765 127765 0 PAYROLL TAXES 74020 0 74020 PROPERTY TAX 7478 0 7478 EXCISE TAXES 193000 0 0